Associate Advisor, Account Manager

Vertis Wealth

Account 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

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningaccount reviewsCRM documentationtime management

Soft Skills

client communicationorganizational skillsproactive approachclient relationship building

Certifications

Bachelor’s DegreeLife and Health License