Hybrid Client Account Manager – Retirement & AltInvest
Job in
Clearwater, Pinellas County, Florida, 34623, USA
Listed on 2026-07-19
Listing for:
Advanta IRA
Full Time
position Listed on 2026-07-19
Job specializations:
-
Sales
Client Relationship Manager, Account Manager, Business Development
Job Description & How to Apply Below
Advanta IRA in Clearwater, FL is seeking a Client Account Manager to serve as the primary contact for existing retirement account clients. Training will cover a broad suite of retirement account types and investment options, with guidance on IRS rules to ensure compliance.
You will support relationships with clients and collaborate with business development and account services teams, handling complex transactions and documentation while maintaining a high level of service.
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