Vertis Wealth

Associate Advisor/Account Manager

Vertis Wealth · Full Time · 2 days ago

Vertis Wealth

🌎 United States 💵 $55000 - $70000 per year ⭐ 2-5 yrs exp 💼 Sales

The role serves as the primary support for Financial Advisors, managing client relationships and executing essential financial planning paperwork. Responsibilities include coordinating complex calendars, documenting CRM communications, and assisting in new client acquisitions.

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Estate and Document Attorney

Vertis Wealth · Full Time · a month ago

Vertis Wealth

🌎 United States 💵 $250 - $350 per hour ⭐ 0-2 yrs exp 💼 Legal

Provide estate planning services for high-net-worth clients, including the drafting of trusts, wills, and LLCs. Collaborate with tax and financial advisors to turn client needs into actionable legal strategies.

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Estate and Document Attorney

Vertis Wealth · Full Time · 2 months ago

Vertis Wealth

🌎 United States 💵 $250 - $350 per hour ⭐ 0-2 yrs exp 💼 Legal

Provide estate planning services for clients, including the drafting of trusts, wills, and LLCs. Collaborate with tax and wealth management teams to implement strategies for high-net-worth households.

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Estate and Document Attorney

Vertis Wealth · Full Time · 2 months ago

Vertis Wealth

🌎 United States 💵 $250 - $350 per hour ⭐ 0-2 yrs exp 💼 Legal

The attorney will provide estate planning services by drafting documents such as trusts, wills, and powers of attorney for existing clients. They will work collaboratively with internal legal directors and financial advisors to meet client needs and ensure compliance with state laws.

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Estate and Document Attorney

Vertis Wealth · Full Time · 3 months ago

Vertis Wealth

🌎 United States 💵 $250 - $350 per hour ⭐ 0-2 yrs exp 💼 Legal

The attorney will assist tax and wealth management teams by providing estate planning services to clients, which involves meeting with them to confirm needs and drafting typical documents like trusts, wills, and powers of attorney. Responsibilities also include staying current with state laws and collaborating with internal advisors on strategy development.

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Estate and Document Attorney

Vertis Wealth · · 4 months ago

Vertis Wealth

🌎 United States 💵 $250 - $350 per hour ⭐ 0-2 yrs exp 💼 Legal

The attorney will provide estate planning services by receiving hand-offs from Legal Directors and meeting with clients to confirm their needs. Typical work products include drafting revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.

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Estate and Document Attorney

Vertis Wealth · Full Time · 4 months ago

Vertis Wealth

🌎 United States 💵 $250 - $350 per hour ⭐ 0-2 yrs exp 💼 Legal

Assist Tax and Wealth Management teams with Estate Planning and conduct client meetings. Work collaboratively with other professionals and stay updated on the latest State Laws.

attorney tax communication leadership organization

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Estate and Document Attorney

Vertis Wealth · Full Time · 4 months ago

Vertis Wealth

🌎 United States 💵 $250 - $350 per hour ⭐ 0-2 yrs exp 💼 Legal

Assist Tax and Wealth Management teams with Estate Planning and conduct client meetings. Work collaboratively with other professionals and stay updated on State Laws.

attorney tax communication leadership organization

APPLY