Account Manager Financial Planning

Career Choice represents the employer. We do not name our clients publicly; you will be told who it is before anything is shared with them.

This role combines financial planning and account management, requiring you to assess client financial and life objectives, develop comprehensive plans across investments, retirement, tax, and estate planning, and cultivate long-term relationships. You will also lead client engagements, manage a sales pipeline, and participate in business development activities to expand the client base.

What you will be doing

• Identify client life and financial objectives, conduct thorough evaluations, and build long-term relationships
• Develop and present financial plans covering investments, retirement, cash flow, tax, and estate planning
• Conduct periodic reviews of client investment plans and identify opportunities to acquire additional assets
• Engage with prospects to build a sales pipeline and create marketing plans for financial services
• Plan and lead client engagements, meetings, and fieldwork assignments including budget and resource requirements
• Participate in events to establish and maintain community contacts and increase new business opportunities
• Monitor competitive landscape, market trends, economic conditions, and regulatory environment

What the role requires

• 5+ years of experience after obtaining required designations
• Experience across investments, retirement planning, cash flow management, tax planning, and estate planning
• Proven ability to manage client relationships and lead client-facing engagements
• Demonstrated success in business development and building a sales pipeline

Designations

What your resume should make obvious

Screeners spend seconds on a first pass. For this role, these are the things worth putting where they will be seen.

• Quantify your client portfolio: number of relationships managed, total assets under advisement, or client retention rates
• Highlight business development results: new clients acquired, pipeline conversion rates, or revenue generated
• Specify the breadth of planning services you have delivered: list which of investments, retirement, tax, estate, and cash flow planning you have direct experience with
• Demonstrate team leadership: note if you have led client engagements, managed fieldwork teams, or coordinated with specialists
• Show both designations clearly with years held and any relevant continuing education
• Include evidence of client-facing communication: presentations delivered, complex plan development, or relationship management across multiple stakeholders

Where people in this role usually come from

Candidates typically come from financial planning or wealth advisory roles where they have held both CPA and CFP designations and have progressed into client-facing positions with business development responsibilities. Experience may include time in accounting or audit environments before transitioning to comprehensive financial planning.