Associate Advisor / Account Manager

Vertis Wealth

. Respond to and anticipate client needs daily, providing rapid, top-tier service .

Posted 11/6/2026full-timeTroy • Michigan • United StatesJuniorMid-Level💰 $55,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial planning processes, ensuring meticulous documentation and proactive support for Financial Advisors and clients. Possesses strong organizational skills and the ability to thrive in high-pressure environments while maintaining compliance with regulatory expectations.

Highest-signal resume keywords

Bachelor's DegreeLife and Health License2+ Years Experience in Financial IndustryExpert CRM ExperienceEffective Time Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningAccount ReviewClient CommunicationFinancial Market FamiliarityAdvice Process Understanding

Soft Skills

Proactive Client ManagementImpactful CommunicationThrives Under Pressure

Certifications & Qualifications

Life and Health License

Industry Keywords

Client Referral SystemFinancial AdvisorsWealth ManagersAccountantsAttorneys

About the role

Key responsibilities & impact

Respond to and anticipate client needs daily, providing rapid, top-tier service
Support new acquisitions and assist Financial Advisors, Wealth Managers, Accountants, and Attorneys
Organize and maintain complex calendars
Help, prepare, and execute essential financial planning paperwork with zero errors
Review and compile thorough account reviews
Document all client communications in the CRM system with meticulous detail
Help build and foster a robust client referral system
Attend high-profile client events
Support the Financial Advisor and ensure the team meets client and regulatory expectations

Requirements

What you’ll need

Bachelor’s Degree strongly preferred
Life and Health License preferred; Vertis will handle getting this for you before you start, if necessary
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)