Associate Advisor/Account Manager

Vertis Wealth•Bay City, MI

9d•$55,000 - $70,000•Onsite

About The Position

Are you ready to join a rapidly expanding financial firm and become an indispensable part of our success? We are seeking a charismatic, highly motivated, and meticulously detail-oriented Account Manager to join our high-performing team at Vertis Wealth. If you thrive in a fast-paced environment where your communication skills and organizational prowess are critical to client satisfaction and firm growth, this is your opportunity. The ideal candidate will be a client service superstar, effortlessly managing key relationships with clients, vendors, and internal teams (Attorneys, Financial Advisors, and Wealth Managers) while executing daily projects with precision and enthusiasm. Bring your deep understanding of the professional services industry and a fierce passion for serving others!

Requirements

Bachelor’s Degree Strongly Preferred
Life and Health License- Preferred (Vertis will handle getting this for you before you start, if necessary. We'll look into the Series 65 later on.)
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

Nice To Haves

Unwavering Honesty, Integrity, and Accountability
A Standard-Bearer for Professional Competencies and Our Elite Ethical Culture
Dedicated, Loyal, and Driven
Elite Work Ethic
Agile and Highly Accommodating
Exceptional Interpersonal Skills—A True Relationship Builder
Reliable—You Finish What You Start

Responsibilities

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.