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!

• Unwavering Honesty, Integrity, and Accountability
• A Standard-Bearer for Professional Competencies and Our Elite Ethical Culture
• Dedicated, Loyal, and Driven

• Agile and Highly Accommodating
• Exceptional Interpersonal Skills— A True Relationship Builder

• 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.)
• 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