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Brokerage Account Jobs (NOW HIRING)

Insurance Search Specialists

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Sr. Commercial Account Manager- Hybrid

Sacramento, CA · On-site

$90K - $120K/yr

Commercial Insurance, Middle Market Accounts, Property and Casualty, Brokerage, Account Management, Client Service Company Description About Us Insurance Search Specialists is dedicated to helping ...

Insurance Search Specialists

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Commercial Account Executive - Insurance

Los Angeles, CA · Remote

$120K - $125K/yr

Commercial Insurance, Middle Market Accounts, Property and Casualty, Brokerage, Account Management, Client Service Company Description About Us Insurance Search Specialists is dedicated to helping ...

MedMutual Protect

Account Executive

Chicago, IL · On-site

Develops relationships with brokerage principles, key brokerage leaders, and producers and ... Account Executive * Develops and sustains relationships with broker principals, senior sales ...

Medical Mutual of Ohio

Account Executive

Chicago, IL · On-site

Develops relationships with brokerage principles, key brokerage leaders, and producers and ... Account Executive * Develops and sustains relationships with broker principals, senior sales ...

Wayflyer

Broker Account Manager

Charlotte, NC · On-site

Build and maintain strong working relationships with our brokerage partners - understand their book ... Who thrives here You've worked in sales, account management or broker relations before, and you ...

New

Jobtailor

Senior Account Executive

Beloit, WI · On-site

$70 - $100/hr

Collaborate with Plant Managers and Brokerage Account Managers to upgrade materials, increase profitability, and achieve plant goals * Resolve customer service escalations within the defined ...

Cornerstone Systems

Account Coordinator

Comstock Park, MI · On-site

$16.75 - $21.75/hr

Job Summary Cornerstone Systems is looking to hire an Intermodal & Truck Brokerage Account Coordinator . This role is an onsite opportunity in the Comstock Park, Michigan area. The Account ...

tastylive

Account Specialist I

Chicago, IL · On-site

$19.50 - $26.75/hr

This role is ideal for detail-oriented individuals early in their brokerage operations career who want to build a foundation in account services with a clear path toward Account Specialist II, and ...

tastylive

Account Specialist I

Chicago, IL · On-site

$19.50 - $26.75/hr

This role is ideal for detail-oriented individuals early in their brokerage operations career who want to build a foundation in account services with a clear path toward Account Specialist II, and ...

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Brokerage Account information

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How much do brokerage account jobs pay per year?

As of Aug 23, 2026, the average yearly pay for brokerage account in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What is a brokerage account?

A brokerage account is a type of financial account that allows you to buy and sell investments such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs). You open a brokerage account with a licensed brokerage firm, which acts as an intermediary between you and the financial markets. Through your account, you can manage your investments, track performance, and access a range of financial tools and resources. Brokerage accounts can be taxable or tax-advantaged, depending on the type you choose.

What are the key skills and qualifications needed to thrive as a brokerage account manager, and why are they important?

To thrive as a Brokerage Account Manager, you need a solid understanding of financial markets, investment products, and regulatory requirements, typically supported by a degree in finance, business, or economics and relevant licenses such as FINRA Series 7 and 63. Familiarity with trading platforms, portfolio management software, and customer relationship management (CRM) systems is essential. Strong interpersonal communication, analytical thinking, and problem-solving abilities distinguish top performers in client engagement and portfolio management. These skills ensure effective client service, regulatory compliance, and successful investment outcomes for clients.

What are some common challenges faced by professionals managing brokerage accounts, and how can they be addressed?

Professionals managing brokerage accounts often encounter challenges such as staying current with regulatory changes, managing multiple client portfolios efficiently, and ensuring timely execution of trades. To address these, it's important to maintain strong organizational skills, leverage technology platforms for portfolio management, and engage in ongoing professional education. Collaboration with compliance officers and financial advisors also helps ensure adherence to industry standards and provides a robust support network for problem-solving.

What is the difference between Brokerage Account vs Financial Advisor?

AspectBrokerage AccountFinancial Advisor
CredentialsNone required, but licensed brokers hold FINRA licensesCertifications like CFP, CFA often required
Work EnvironmentSelf-directed or with brokerage firmsClient-facing, advisory role
Primary FunctionBuying/selling securities on behalf of clients or for personal accountsProviding investment advice and financial planning

While a brokerage account is a platform for executing trades, a financial advisor offers personalized investment guidance. Many investors use brokerage accounts to manage their assets independently, whereas financial advisors help develop tailored strategies. Both play vital roles in the investment process, often working together to meet financial goals.

Is a brokerage account a good career?

A brokerage account is not a career but a financial service used for buying and selling securities. Careers related to brokerage accounts include roles like stockbroker, financial advisor, or investment analyst, which require relevant licenses, certifications, and strong analytical skills. Success in these careers depends on industry knowledge, client management abilities, and regulatory compliance.
More about Brokerage Account jobs

What job categories do people searching Brokerage Account jobs look for?

The top searched job categories for Brokerage Account jobs are:

Brokerage Account jobs near you
Infographic showing various Brokerage Account job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 9% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.

Sr. Commercial Account Manager- Hybrid

Insurance Search Specialists

Sacramento, CA • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

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Job description

The Role

We are partnering with a highly respected insurance agency seeking an experienced Commercial Account Executive to manage a portfolio of middle-market commercial clients..
Location: Sacramento area- Hybrid (3 days in office)

Compensation & Benefits

  • $90,000 - $120,000
  • Comprehensive benefits package
  • PTO and paid holidays

Responsibilities:

  • Manage and retain upper middle-market to large commercial accounts within program verticals
  • Lead renewal strategy, coverage review, and carrier negotiations
  • Coordinate marketing efforts and coverage placements
  • Oversee policy changes, endorsements, and client servicing
  • Act as day-to-day contact for clients and internal teams
  • Maintain documentation in Sagitta and ImageRight
  • Partner closely with Program Business Unit leadership

Qualifications:

  • 4+ years of commercial insurance experience
  • Strong knowledge of property & casualty coverages
  • Experience managing middle-market accounts
  • Proven ability to lead client conversations independently
  • Strong organizational and renewal management skills
  • Active P&C license required

For more details about this position and to explore other opportunities in commercial lines insurance, please contact Insurance Search Specialists. Visit our website at www.mcdermottwolfe.com

Categories: Commercial Insurance, Middle Market Accounts, Property and Casualty, Brokerage, Account Management, Client Service

Company Description

About Us
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages.

With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.

We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.

Contact us today to learn how we can help you take the next step in your career.