Associate Advisor/Account Manager

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! Key Traits: Our Winning DNA Unwavering Honesty, Integrity, and AccountabilityA Standard-Bearer for Professional Competencies and Our Elite Ethical CultureDedicated, Loyal, and DrivenElite Work EthicAgile and Highly AccommodatingExceptional Interpersonal Skills—A True Relationship BuilderReliable—You Finish What You Start Minimum Requirements: Your Foundation for Success Bachelor’s Degree Strongly PreferredLife and Health License- PreferredVertis 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 advantageAbility to communicate impactfully with clients, advisors, and staffSignificant familiarity with financial markets and a crystal-clear understanding of the advice processAbility to maintain an organized, proactive view of client needs and objectivesThrives under pressure in a high-stakes, deadline-driven environmentMastery of Effective and Efficient Time ManagementExpert CRM Experience Responsibilities: The Core of Your Impact You Will Be The Backbone Supporting The Financial Advisor, Ensuring The Diamond Team Operates At Peak Performance And Exceeds All Client And Regulatory Expectations. Your Mission Includes Frontline Hero: Respond to and anticipate client needs daily, providing rapid, top-tier service.Growth Accelerator: Play a vital role in new acquisitions, supporting Financial Advisors, Wealth Managers, Accountants, and Attorneys.Operational Excellence: Expertly organize and maintain complex calendars.The Closer: Help, prep, and execute essential financial planning paperwork with zero errors.Quality Control: Review and compile thorough account reviews.Digital Trailblazer: Document the CRM system with meticulous detail on all client communications.Network Builder: Actively help build and foster a robust client referral system.Brand Ambassador: Attend high-profile client events. Salary & Benefits: Rewarding Your Excellence Salary: $55,000-$70,000 (Based on Experience and Impact)Benefits:Premium Health Insurance401kGenerous Paid Time Off (PTO) Hours Monday – Friday: 8:00 am -5:00 pm (Where the action is!)