Vertis Wealth · 1 week ago
Account Manager
Chicago, Illinois, United States
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $70K/yrVertis Wealth is a rapidly expanding financial firm seeking a charismatic and detail-oriented Account Manager to join their high-performing team. The role involves managing key client relationships, supporting financial advisors, and ensuring operational excellence while thriving in a fast-paced environment.
Financial Services
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
Qualification
Required
Bachelor's Degree Strongly Preferred
Life and Health License
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
Premium Health Insurance
401k
Generous Paid Time Off (PTO)
Company
Vertis Wealth
LET’S CREATE YOUR LEGACY, ONE VICTORY AT A TIME.
Founded in 2025
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase