Account Advisor/Manager at Vertis Wealth Chicago
Overview
Join Vertis Wealth as an Account Advisor/Manager in Chicago. This role offers a chance to excel in a fast-paced environment where communication and organization drive client success. You will manage relationships with clients, vendors, and internal teams while executing daily projects with precision. Seeking a detail-oriented professional who thrives in high-growth settings.
What You'll Do8
- 1Act as the backbone supporting Financial Advisors to ensure Diamond Team performance
- 2Drive new acquisitions by assisting Financial Advisors Wealth Managers Accountants and Attorneys
- 3Organize and maintain complex calendars for operational excellence
- 4Serve as The Closer by preparing and executing essential financial planning paperwork
- 5Conduct thorough account reviews and quality control processes
- 6Document the CRM system with detailed records of client communications
- 7Build and foster a robust client referral system through networking
- 8Represent Vertis Wealth at high-profile client events as a Brand Ambassador
Requirements10
- 15+ years building ETL pipelines with Spark and Airflow
- 2Strongly Preferred Life and Health License
- 3Minimum Bachelor’s Degree
- 4Ability to communicate impactfully with clients advisors and staff
- 5Familiarity with financial markets and the advice process
- 6Proven experience maintaining organized proactive views of client needs
- 7Thrive under pressure in high-stakes deadline-driven environments
- 8Expertise in CRM systems
- 9Mastery of time management
- 10Dedication to professional competencies and elite ethical culture
Salary Insight
$55 - $70k per year
Location
Required Skills
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