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Client Advisor Account Manager Jobs (NOW HIRING)

Vertis Wealth

Associate Advisor/Account Manager

Detroit, MI · On-site

$55K - $70K/yr

The ideal candidate will be a client service superstar, effortlessly managing key relationships ... Ability to communicate impactfully with clients, advisors, and staff * Significant familiarity with ...

Vertis Wealth

Associate Advisor/Account Manager

Detroit, MI · On-site

$55K - $70K/yr

The ideal candidate will be a client service superstar, effortlessly managing key relationships ... Ability to communicate impactfully with clients, advisors, and staff * Significant familiarity with ...

Office

Client Advisor

Niles, IL · On-site

Client Advisor The Client Advisor will manage client accounts and portfolios, coordinating with client or designated facility point of contact to schedule service or projects, advising clients on ...

RoofingSource

Client Advisor

Niles, IL · On-site

$50K - $100K/yr

Sales Compensation: $50,000 - $100,000 / year Description The Client Advisor will manage client accounts and portfolios, coordinating with client or designated facility point of contact to schedule ...

RoofingSource

Client Advisor

Niles, IL · On-site

$50K - $100K/yr

Sales Compensation: $50,000 - $100,000 / year Description The Client Advisor will manage client accounts and portfolios, coordinating with client or designated facility point of contact to schedule ...

Delve

Account Manager

Louisville, CO · On-site +1

$90K - $110K/yr

As a Client Advisor / Account Manager, you will be accountable for an assigned book of business, clients' strategy, road mapping, and ultimately, for our clients' success What You Will Do: Be the ...

Bessemer Trust Inc.

Client Advisor

Manhattan, NY · On-site

$100K - $150K/yr

Investment Management * Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset ...

Bessemer Trust

Client Advisor

Naples, FL · On-site

Investment Management * Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset ...

Delve

Account Manager

Louisville, CO · On-site

$90K - $110K/yr

As a Client Advisor / Account Manager, you will be accountable for an assigned book of business, clients' strategy, road mapping, and ultimately, for our clients' success What You Will Do: Be the ...

Jobless

Account Manager

Boulder, CO · On-site

$90K - $110K/yr

As a Client Advisor / Account Manager, you will be accountable for an assigned book of business, clients' strategy, road mapping, and ultimately, for our clients' success What You Will Do: Be the ...

Bessemer Trust

Client Advisor

Atlanta, GA · On-site

$110K - $160K/yr

Investment Management * Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset ...

Bessemer Trust Inc.

Client Advisor

Atlanta, GA

$110K - $160K/yr

Investment Management * Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset ...

Bessemer Trust Company

Client Advisor

Naples, FL · On-site

Investment Management * Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset ...

Bessemer Trust Company

Client Advisor

San Francisco, CA · On-site

$135K - $185K/yr

Investment Management * Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset ...

Bessemer Trust

Client Advisor

San Francisco, CA · On-site

$135K - $185K/yr

Investment Management * Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset ...

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Client Advisor Account Manager information

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How much do client advisor account manager jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for client advisor account manager in the United States is $22.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $21.63 per hour, depending on experience, location, and employer.

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For Client Advisor Account Manager jobs, the most frequently searched job titles are:

Infographic showing various Client Advisor Account Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $46,247 per year, or $22.2 per hour.

Associate Advisor/Account Manager

Detroit, MI • On-site

Vertis Wealth
See more jobs at Vertis Wealthexternal

$55K - $70K/yr

Full-time

Medical, Retirement, PTO

Re-posted 21 days ago

Job description

Are you ready to join a rapidly expanding financial firm and become an indispensable part of our success?
We are seeking a charismatic, highly motivated, and meticulously detail-oriented Account Manager to join our high-performing team at Vertis Wealth. If you thrive in a fast-paced environment where your communication skills and organizational prowess are critical to client satisfaction and firm growth, this is your opportunity. The ideal candidate will be a client service superstar, effortlessly managing key relationships with clients, vendors, and internal teams (Attorneys, Financial Advisors, and Wealth Managers) while executing daily projects with precision and enthusiasm. Bring your deep understanding of the professional services industry and a fierce passion for serving others!
Key Traits: Our Winning DNA
  • Unwavering Honesty, Integrity, and Accountability
  • A Standard-Bearer for Professional Competencies and Our Elite Ethical Culture
  • Dedicated, Loyal, and Driven
  • Elite Work Ethic
  • Agile and Highly Accommodating
  • Exceptional Interpersonal Skills-A True Relationship Builder
  • Reliable-You Finish What You Start

Minimum Requirements: Your Foundation for Success
  • Bachelor's Degree Strongly Preferred
  • Life and Health License- Preferred
    1. Vertis will handle getting this for you before you start, if necessary.
    2. (We'll look into the Series 65 later on.)
  • 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

Responsibilities: The Core of Your Impact
You will be the backbone supporting the Financial Advisor, ensuring the Diamond Team operates at peak performance and exceeds all client and regulatory expectations. Your mission includes:
  • Frontline Hero: Respond to and anticipate client needs daily, providing rapid, top-tier service.
  • Growth Accelerator: Play a vital role in new acquisitions, supporting Financial Advisors, Wealth Managers, Accountants, and Attorneys.
  • Operational Excellence: Expertly organize and maintain complex calendars.
  • The Closer: Help, prep, and execute essential financial planning paperwork with zero errors.
  • Quality Control: Review and compile thorough account reviews.
  • Digital Trailblazer: Document the CRM system with meticulous detail on all client communications.
  • Network Builder: Actively help build and foster a robust client referral system.
  • Brand Ambassador: Attend high-profile client events.

Salary & Benefits: Rewarding Your Excellence
  • Salary: $55,000-$70,000 (Based on Experience and Impact)
  • Benefits:
    • Premium Health Insurance
    • 401k
    • Generous Paid Time Off (PTO)

Hours:
  • Monday - Friday: 8:00 am -5:00 pm (Where the action is!)

Apply