About this role
Associate Advisor/Account Manager at Vertis Wealth. Location: Bay City, Michigan, United States. Role: serving clients, managing accounts, documenting crm Requirements: Client-focused account manager; bachelor's degree preferred; life and health license preferred (employer may obtain); 2+ years in financial industry is an advantage; CRM expertise; strong communication, organization, and time management. Category: Business Development Seniority: Entry Level Tools: CRM Certifications: life and health, series 65 Commitment: Full Time Workplace: Onsite Languages: English