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Associate Advisor, Account Manager
Vertis WealthAccount Manager at Vertis Wealth managing client relationships for a financial firm. Ensuring operational excellence and providing top-tier service to clients in a hybrid work environment.
Posted 6/5/2026full-timeBay City • Missouri • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $70,000 per yearWebsite
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Bachelor’s Degree Strongly Preferred
- Life and Health License- Preferred
- 2+ years of experience in the financial industry
- Ability to communicate impactfully with clients, advisors, and staff
- Significant familiarity with financial markets
- Ability to maintain an organized, proactive view of client needs
- Mastery of Effective and Efficient Time Management
- Expert CRM Experience
Benefits
Comp & perks- Premium Health Insurance
- 401k
- Generous Paid Time Off (PTO)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningaccount reviewsCRM documentationtime management
Soft Skills
client communicationorganizational skillsproactive approachclient relationship building
Certifications
Bachelor’s DegreeLife and Health License