About this role
Associate Advisor/Account Manager at Vertis Wealth. Location: Chicago, Illinois, United States. Role: supporting advisors, managing clients, documenting crm Requirements: Bachelor's degree strongly preferred; life and health license preferred (employer can obtain); 2+ years financial industry experience is a major advantage; expert CRM experience; strong communication and organizational skills. Category: Finance and Accounting Seniority: Entry Level Tools: CRM Certifications: life and health, series 65 Commitment: Full Time Workplace: Onsite Languages: English