Associate Advisor – Account Manager

Vertis Wealth

Account Manager at Vertis Wealth managing client relationships and supporting financial advisors. Delivering exceptional service while ensuring operational excellence in a fast-paced environment.

Posted 6/23/2026full-timeRemote • Missouri • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $70,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial planningaccount reviewstime managementclient communication

Soft Skills

organizational skillsproactive approachability to thrive under pressureimpactful communication

Tools & Technologies

CRM system

Certifications & Qualifications

Bachelor’s DegreeLife and Health License

Industry Keywords

financial industryfinancial marketsclient referral systemadvice process

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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