About this role
Associate Advisor/Account Manager at Vertis Wealth. Location: Detroit, Michigan, United States. Role: managing relationships, preparing paperwork, documenting communications Requirements: Client-facing account manager with strong communication, CRM expertise, and organizational skills. Bachelor's preferred; life & health license preferred; 2+ years in financial industry is a major advantage. Category: Finance and Accounting Seniority: Entry Level Tools: CRM Certifications: life and health, series 65 Commitment: Full Time Workplace: Onsite Languages: English