Vertis Wealth

Account Manager

• Respond to and anticipate client needs daily
• Play a vital role in new acquisitions, supporting Financial Advisors
• Expertly organize and maintain complex calendars
• Help, prep, and execute essential financial planning paperwork
• Review and compile thorough account reviews
• Document the CRM system with meticulous detail
• Actively help build and foster a robust client referral system
• Attend high-profile client events

Associate Advisor, Account Manager

• 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.

Associate Advisor – Account Manager

Attorney

• Receive hand-offs from our Legal Directors to provide estate planning services for our clients.
• Meet virtually or in-person with clients to confirm estate planning needs.
• Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
• Draft estate planning documents using your own methods or use our document templates.
• Stay up-to-date with the latest state laws.
• Work with our team of friendly professionals.
• Work with an established book of business: Households with average client assets from $1 million to $10 million

Estate and Document Attorney

• Receive hand-offs from our Legal Directors to provide estate planning services for our clients.
• Meet virtually or in-person with clients to confirm estate planning needs.
• Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
• Draft estate planning documents using your own methods or use our document templates.
• Stay up-to-date with the latest state laws.
• Work with our team of friendly professionals.
• Work with an established book of business: Households with average client assets from $1 million to $10 million.
• We give you clients because they are already our clients!

• Receive hand-offs from our Legal Directors to provide estate planning services for our clients.
• Meet virtually or in-person with clients to confirm estate planning needs.
• Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
• Draft estate planning documents using your own methods or use our document templates.
• Stay up-to-date with the latest state laws.
• Work with our team of friendly professionals.
• Work with an established book of business: Households with average client assets from $1 million to $10 million
• We give you clients because they are already our clients!