Associate Advisor/Account Manager

Vertis Wealth; Troy (MI); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Premium Health Insurance

401k

Generous PTO

Job summary

Vertis Wealth, LLC is seeking a charismatic, highly motivated Account Manager to join a fast-paced financial services team. This role focuses on servicing clients, coordinating with Advisors, Wealth Managers, and Attorneys, and driving disciplined, high-quality output across daily projects.

You will manage calendars, assist in new acquisitions, and ensure accurate financial planning documentation while maintaining impeccable client service standards in a dynamic, client-centric environment.

Qualifications

• Bachelor’s Degree strongly preferred.
• 2+ years of experience in the financial industry.
• Ability to communicate impactfully with clients, advisors, and staff.
• Significant familiarity with financial markets and advice process.
• Organized, proactive management of client needs and objectives.
• Thrives under pressure in a deadline-driven environment.
• Mastery of effective and efficient time management.
• Expert CRM experience.

Responsibilities

• Respond to and anticipate client needs daily with top-tier service.
• Support Financial Advisors, Wealth Managers, Accountants, and Attorneys in growth.
• Organize and maintain complex calendars efficiently.
• Prep and execute essential financial planning paperwork with accuracy.
• Review and compile thorough account reviews.
• Document client communications meticulously in the CRM.
• Help build a robust client referral network and brand presence.

Skills

Client relationship management

Communication skills

Time management

Financial markets knowledge

Attention to detail

Deadline-driven

Education

Bachelor's Degree

Life and Health License (Preferred)

Tools

CRM software

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!)