Account Executive, Financial Services & Investments
cobalt elite partnersPortland (ME)
Account Executive, Financial Services & Investments
Posted yesterday
cobalt elite partnersPortland (ME)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
Cobalt Elite Partners in Portland, OR seeks an Account Executive to manage client relationships, identify investment opportunities, and collaborate with portfolio managers and analysts in a full-time capacity.
The role involves developing and implementing investment strategies while maintaining high client satisfaction and leveraging financial analysis to drive results. A bachelor’s degree in finance or related field is required, with 3–5 years of sales or client relationship experience.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.