Associate Advisor/Account Manager

Vertis Wealth; Chicago (IL); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Premium Health Insurance

401k

Generous PTO

Job summary

Vertis Wealth is seeking an Account Manager to be the backbone supporting Financial Advisors, Wealth Managers, and Attorneys. You will respond to client needs daily, manage calendars, and help with financial planning paperwork with zero errors.

This role emphasizes precise CRM documentation, building client referrals, and attending high-profile events. A strong client-service mindset and 2+ years in finance are preferred.

Qualifications

• Bachelor’s Degree strongly preferred.
• Life and Health License preferred; Vertis will handle getting this before you start.
• 2+ years of experience in the financial industry is a major advantage.
• Ability to communicate impactfully with clients, advisors, and staff.
• Significant familiarity with financial markets and a crystal-clear understanding of the advice process.
• Ability to maintain an organized, proactive view of client needs and objectives.
• Thrives under pressure in a high-stakes, deadline-driven environment.
• Mastery of Effective and Efficient Time Management.
• Expert CRM Experience.

Responsibilities

• Frontline hero: respond to and anticipate client needs daily, providing rapid, top-tier service.
• Growth accelerator: support Financial Advisors, Wealth Managers, Accountants, and Attorneys in new acquisitions.
• Operational excellence: organize and maintain complex calendars.
• The closer: prep and execute essential financial planning paperwork with zero errors.
• Quality control: review and compile thorough account reviews.
• Digital trailblazer: document the CRM with meticulous detail on all client communications.
• Network builder: help build a robust client referral system.
• Brand ambassador: attend high-profile client events.

Skills

Expert CRM Experience

Interpersonal Skills

Communication Skills

Time Management

Relationship Building

Organizational Skills

Education

Bachelor’s Degree

Job description

Are you ready to join a rapidly expanding financial firm and become an indispensable part of our success?

We are seeking a charismatic, highly motivated, and meticulously detail-oriented Account Manager to join our high-performing team at Vertis Wealth. If you thrive in a fast-paced environment where your communication skills and organizational prowess are critical to client satisfaction and firm growth, this is your opportunity. The ideal candidate will be a client service superstar, effortlessly managing key relationships with clients, vendors, and internal teams (Attorneys, Financial Advisors, and Wealth Managers) while executing daily projects with precision and enthusiasm. Bring your deep understanding of the professional services industry and a fierce passion for serving others!

Key Traits: Our Winning DNA

• Unwavering Honesty, Integrity, and Accountability
• A Standard-Bearer for Professional Competencies and Our Elite Ethical Culture
• Dedicated, Loyal, and Driven
• Elite Work Ethic
• Agile and Highly Accommodating
• Exceptional Interpersonal Skills - A True Relationship Builder
• Reliable - You Finish What You Start

Minimum Requirements: Your Foundation for Success

• Bachelor’s Degree Strongly Preferred
• Life and Health License- Preferred
  1. Vertis will handle getting this for you before you start, if necessary.
  2. (We’ll look into the Series 65 later on.)
• 2+ years of experience in the financial industry is a major advantage
• Ability to communicate impactfully with clients, advisors, and staff
• Significant familiarity with financial markets and a crystal-clear understanding of the advice process
• Ability to maintain an organized, proactive view of client needs and objectives
• Thrives under pressure in a high-stakes, deadline-driven environment
• Mastery of Effective and Efficient Time Management
• Expert CRM Experience

Responsibilities: The Core of Your Impact

You will be the backbone supporting the Financial Advisor, ensuring the Diamond Team operates at peak performance and exceeds all client and regulatory expectations. Your mission includes:

• Frontline Hero: Respond to and anticipate client needs daily, providing rapid, top-tier service.
• Growth Accelerator: Play a vital role in new acquisitions, supporting Financial Advisors, Wealth Managers, Accountants, and Attorneys.
• Operational Excellence: Expertly organize and maintain complex calendars.
• The Closer: Help, prep, and execute essential financial planning paperwork with zero errors.
• Quality Control: Review and compile thorough account reviews.
• Digital Trailblazer: Document the CRM system with meticulous detail on all client communications.
• Network Builder: Actively help build and foster a robust client referral system.
• Brand Ambassador: Attend high-profile client events.

Salary & Benefits: Rewarding Your Excellence

• Salary: $55,000-$70,000 (Based on Experience and Impact)
• Benefits:
  • Premium Health Insurance
  • 401k
  • Generous Paid Time Off (PTO)

Hours:

• Monday - Friday: 8:00 am -5:00 pm (Where the action is!)