Vertis Wealth Jobs in United States

We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. · Work with-in our team of professionals. · Create documents from Vertis's outside council or create your own · Conduct client meetings while providing leadership to the client and ...

Job summary · We are seeking an Account Manager to join our high-performing team at Vertis Wealth. · ResponsibilitiesYou will respond to and anticipate client needs daily. · You will play a vital role in new acquisitions supporting Financial Advisors. · ...

A motivated and detail-oriented Intern is sought by Vertis Wealth to join their team. · Client service outreach and appointment schedulingConduct market researchSupport the financial planning process through data entry and analysisParticipate in internal meetings and training ses ...

We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. · Work directly with clients on a remote basis. · Create documents from Vertis's outside council or create your own. · Conduct client meetings while providing leadership to the clie ...

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This role offers hands-on experience in a dynamic client-focused wealth management firm. · Client service outreach and appointment schedulingConduct market researchSuport the financial planning process through data entry and analysisParticipate in internal meetings and training s ...

Wealth Manager seeking attorney with financial industry experience or desire to step into Personal Finance world as Financial Advisor. Work directly under CEO/Wealth Manager to gain expertise and knowledge for eventual transition into Wealth Manager role within organization. · Pr ...

We are seeking to add a Financial Advisor to our team at Vertis Wealth in Chicago, IL. The Financial Advisor will have the opportunity to meet one on one with company leads from seminars and referrals, as well as existing clients. · An existing client base to manage and grow · Pr ...

We are seeking a charismatic, highly motivated and meticulously detail-oriented Account Manager to join our high-performing team at Vertis Wealth. · ...

We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. · Work with-in our team of professionals. · Used created documents from Vertis's outside council or create your own · Conduct client meetings while providing leadership to the clien ...

We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. You will be working directly with the client on a remote basis and will have direct contact with our clients and their other professionals. · ...

We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. · You will be working directly with the client on a remote basis and will have direct contact with our clients and their other professionals.Work within our team of professionals. · ...

We are seeking a Financial Advisor to join our team at Vertis Wealth in Chicago, IL. The ideal candidate will have strong initiative and a positive attitude. They will work closely with clients to develop long-term relationships and provide superior customer service and expertise ...

Vertis Wealth is seeking an Attorney who is already in the Financial Industry or looking to step into the Personal Finance world as a Financial Advisor. · ...

We are seeking a charismatic, highly motivated, and meticulously detail-oriented Account Manager to join our high-performing team at Vertis Wealth. · Frontline Hero: Respond to and anticipate client needs daily, providing rapid, top-tier service. · Growth Accelerator: Play a vita ...