Job Summary:

We here at Limitless Global Services are looking for an experienced Account Executive to

manage and grow client accounts for our accounting, insurance and wealth management firm.

The ideal candidate will be responsible for servicing existing clients, ensuring their needs are

met, and helping them navigate complex financial planning and wealth management strategies.

Key Responsibilities:

• Manage a portfolio of up to 150 clients, ensuring their financial needs are met with
• tailored accounting and wealth management solutions.
• Build and maintain strong client relationships, offering consistent support and advice.
• Collaborate with Sales Advisors to understand client acquisition and retention strategies.
• Prepare and present financial reports, tax documents, and investment recommendations.
• Conduct regular portfolio reviews and provide recommendations based on clients’
• financial goals.
• Identify opportunities for upselling additional services to existing clients.
• Coordinate with internal teams, such as tax specialists and investment managers, to
• deliver holistic financial solutions.

Qualifications:

• 6+ years of experience in client-facing roles in accounting, financial advisory, or wealth
• management.
• Strong knowledge of financial planning, tax laws, and investment strategies.
• Excellent communication and relationship-building skills.
• Proven ability to manage a large book of business and meet sales targets.
• CFP, CPA, or similar professional designation is a plus.

Salary and Benefits:

• Base Salary: $40,000 - $50,000 per year
• Bonus: Performance-based bonuses (up to 20% of annual salary)
• Total Compensation: Potential earnings of $70,000+ annually, including salary and
• bonus.

Benefits:

• Comprehensive health, dental, and vision insurance
• 401(k) plan with company match
• Generous PTO and sick leave
• Paid holidays
• Work from home, in office meetings only
• Education reimbursement program
• Continuing education opportunities