Client Account Strategist

ValuTeachers

Client Account Strategist

Ponte Vedra, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    Opportunity for advancement

    Training & development

    Ready to Grow Your Career in Financial Services? ValuTeachers Inc®, we help educators and public service employees build a secure retirement—we are looking for a licensed Client Account Strategist who is ready to make an impact.

    Why You Will Love It Here:

    Work with clients who value trusted guidance

    Proven systems & executive mentorship to accelerate your success

    Technology, marketing, and call center support so you can focus on clients

    Competitive compensation + long-term growth opportunities

    What You Bring:

    Life license and Series 65 (required)

    Experience with 403(b), 457, 401(a) plans (preferred)

    Strong relationship-building & communication skills

    Bachelor’s degree or equivalent experience

    Spanish fluency (a plus)

    If you are passionate about guiding clients toward their financial goals and want the tools to grow your business, let’s connect.

    Apply now and start making a difference—one client at a time.