Associate Advisor / Account Manager

Job overview

The Associate Advisor / Account Manager role is onsite in Chicago, IL. Pay is $55,000–$70,000 per year. Vertis Wealth is a financial firm whose team includes financial advisors, wealth managers, accountants, and attorneys. The account manager supports financial advisors and client relationships through responsive service, organized operations, and accurate financial-planning paperwork. The role helps the team meet client and regulatory expectations while supporting acquisitions, account reviews, and referral development.

What you'll do

• Respond to and anticipate client needs
• support financial advisors, wealth managers, accountants, and attorneys with new acquisitions
• organize complex calendars
• prepare and execute financial-planning paperwork
• review and compile account reviews
• document client communications in the CRM
• help build a client referral system
• attend client events.

What we're looking for

Skills & competencies

associate advisor

account manager

full-time

chicago il

$55k–$70k

wealth management

client service

financial planning

crm

account reviews

client relationships

monday–friday

8:00 a.m.–5:00 p.m.

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance
• 401(k)
• paid time off.

Why this role

The posting lists Monday–Friday hours of 8:00 a.m.–5:00 p.m. and says a bachelor’s degree is strongly preferred; a life and health license is preferred, with the firm offering to arrange it if needed.

About the employer

Vertis Wealth is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.