Client Account Manager - Wealth Management

Job Description

Job Description

Salary : $80,000-$90,000+

The Opportunity

If you excel at building relationships, understanding peoples goals, and guiding them with clarity, this role is for you. As a Client Account Manager (CAM) at Stevens Foster, youll serve as the primary relationship manager for clients, developing trusted, long-term partnerships that go beyond transactions.

As an independent Registered Investment Advisor (RIA), Stevens Foster takes a holistic approach to wealth management. Our integrated teams work together to deliver comprehensive solutions. In this role, youll build and maintain trusted relationships with our clients, helping them align todays priorities with their long-term objectives. Youll present tailored solutions with clarity and care, drawing on the strength of our coordinated, integrated teams.

What Youll Do

• Build and maintain long-term client relationships through proactive communication and trust.
• Develop a deep understanding of client goals, objectives, and financial priorities, and communicate them clearly to internal teams.
• Collaborate with planners, tax professionals, investment, and estate specialists to design comprehensive financial strategies.
• Serve as the integration point across disciplines, ensuring clients experience the full value of Stevens Fosters coordinated approach.
• Present and explain planning options and recommendations to clients in a clear, approachable manner.
• Coordinate and follow through on client requests, meetings, and action items.
• Manage cyclical workloads with peak demands during tax season and year-end.
• Uphold the highest ethical standards while handling confidential and sensitive information.
• Represent Stevens Foster with professionalism and integrity in all client interactions.

What Were Looking For

Compensation & Benefits

This role offers a competitive base salary in the range of $80,000$90,000, depending on experience and qualifications, along with bonus opportunities. In addition to salary, Stevens Foster provides a comprehensive benefits package designed to support your financial security, health, and worklife balance. Benefits include medical, dental, and vision coverage; retirement savings with company match; paid time off (including volunteer PTO); parental leave; disability and life insurance; and flexible spending / HSA options.

Schedule

About Stevens Foster

Stevens Foster is a highly respected independent Registered Investment Advisory firm, consistently ranked among the top advisors in the region. We specialize in serving high-net-worth individuals and corporate executives with fully integrated wealth management, financial planning, investments, tax planning, and estate planning services.

What sets us apart is our collaborative team culture and our commitment to excellence. At Stevens Foster, you wont just be another employee, youll be part of a close-knit team that values integrity, trust, and long-term relationships. We take pride in helping clients simplify complexity, achieve peace of mind, and build lasting financial security.

We extend that same commitment to our employees by investing in professional growth, encouraging new ideas, and creating an environment where talented people can do their best work while maintaining balance in their own lives.

Stevens Foster is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, marital status, or any other protected characteristic under applicable law.