Company Description

UniTrust Financial Group is dedicated to serving middle income America by helping clients protect their families, income, and assets. We are expanding nationwide and looking for dedicated and motivated individuals to join our mission. Our company is built on 360 Leadership values, emphasizing servant leadership, honor, trust, unity, respect, innovation, and gratitude. If these values resonate with you, UniTrust could be a solid foundation for your financial success.

Role Description

This is a full-time on-site role for an Account Manager located in Conroe, TX. The Account Manager will be responsible for building and maintaining client relationships, managing accounts, developing strategies to meet client needs, and ensuring client satisfaction. Day-to-day tasks include client consultations, financial analysis, and preparing reports and presentations.

Qualifications

• Client Relationship Management and strong interpersonal skills
• Account Management and strategic planning skills
• Financial Analysis and reporting skills
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Experience in the financial services industry is a plus
• Bachelor's degree in Finance, Business Administration, or related field