Associate Advisor/Account Manager

Vertis Wealth•Troy, MI

3d•$55,000 - $70,000

About The Position

Vertis Wealth is seeking a charismatic, highly motivated, detail-oriented Account Manager to support its high-performing team. The role focuses on managing client, vendor, and internal relationships while carrying out daily projects with precision. The successful candidate will help the Financial Advisor and Diamond Team deliver excellent client service and meet client and regulatory expectations in a fast-paced, deadline-driven environment. The position involves supporting growth, financial planning operations, client communications, and relationship development. The stated schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. Salary is $55,000–$70,000, based on experience and impact. Vertis will arrange a Life and Health license before the employee starts if necessary; the Series 65 may be considered later.

Requirements

Strong communication skills with clients, advisors, and staff.
Significant familiarity with financial markets and a clear understanding of the advice process.
Ability to maintain an organized, proactive view of client needs and objectives.
Ability to thrive under pressure in a high-stakes, deadline-driven environment.
Strong time-management skills.
Expert CRM experience.
Bachelor’s degree strongly preferred.
Life and Health license preferred; Vertis will arrange it before the start date if necessary.
At least 2 years of financial-industry experience is described as a major advantage.

Nice To Haves

Bachelor’s degree.
Life and Health license.
At least 2 years of experience in the financial industry.

Responsibilities

Respond to and anticipate client needs, providing prompt, high-quality service.
Support new acquisitions and work with Financial Advisors, Wealth Managers, Accountants, and Attorneys.
Organize and maintain complex calendars.
Prepare and execute financial planning paperwork accurately.
Review and compile account reviews.
Document client communications thoroughly in the CRM system.
Help build and foster a client referral system.
Attend high-profile client events.