Associate Advisor – Account Manager

🔥 0 minutes ago

🚗 Michigan – Remote

🚗 Michigan – Remote

💵 $55k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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Vertis Wealth

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

👥 B2C

Finance • B2C

Vertis Wealth is a wealth management and advisory firm that integrates financial planning, investment management, in-house tax (CPAs and tax attorneys) and estate/legal services to provide coordinated, tax-efficient strategies for individuals and families. The firm serves clients with $500K to $500M in assets and emphasizes integrated planning — options-based portfolio protection, tax-loss harvesting, tax-efficient income generation, layered trust-based estate planning, and access to alternative and global investment opportunities — all coordinated under one roof. Vertis operates multiple offices (including Chicago and Bay City) and positions itself as a single-team solution to grow, protect, and transfer wealth.

📋 Description

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

🎯 Requirements

• Bachelor’s Degree Strongly Preferred • Life and Health License- Preferred • 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

🏖️ Benefits

• Premium Health Insurance • 401k • Generous Paid Time Off (PTO)