Concord, New Hampshire, United States · Hybrid
$250/hr–$350/hr
Job Description We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team o…
Skills: Estate Planning, Legal Drafting, Client Relationship Management, Written Communication, Verbal Communication
Knoxville, Tennessee, United States · Hybrid
$250/hr–$350/hr
Job Description We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team o…
Skills: Estate Planning, Legal Drafting, Client Relationship Management, Written Communication, Verbal Communication
Boca Raton, Florida, United States · Hybrid
$250/hr–$350/hr
Job Description We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team o…
Skills: Estate Planning, Legal Drafting, Client Relationship Management, Written Communication, Verbal Communication
Cook County, Illinois, United States · On-site
Vertis Wealth is seeking a motivated and outgoing Law Extern to join our team. This externship offers hands-on experience in the business development side of the legal and financial services industry. The Law Extern will…
Skills: Attorney Outreach, Relationship Building, Marketing Initiatives, CRM Management, Estate Planning
Naperville, Illinois, United States · Hybrid
$250/hr–$350/hr
Job Description We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team o…
Skills: Estate Planning, Legal Drafting, Client Relationship Management, Written Communication, Verbal Communication
Camden, New Jersey, United States · Hybrid
$250/hr–$350/hr
Job Description We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team o…
Skills: Estate Planning, Legal Drafting, Client Relationship Management, Written Communication, Verbal Communication
Daphne, Alabama, United States · Hybrid
$250/hr–$350/hr
Job Description We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team o…
Skills: Estate Planning, Legal Drafting, Client Relationship Management, Written Communication, Verbal Communication
Detroit, Michigan, United States · Remote OK
$55k–$70k/yr
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-…
Skills: Client Relationship Management, Financial Planning, CRM Mastery, Time Management, Communication
Fort Wayne, Indiana, United States · Hybrid
$250/hr–$350/hr
Job Description We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team o…
Skills: Estate Planning, Legal Drafting, Client Relationship Management, Written Communication, Verbal Communication
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Provide estate planning services for high-net-worth clients, including the drafting of trusts, wills, and powers of attorney. Collaborate with tax and financial advisors to turn client needs into actionable legal strategies.
Must be a licensed attorney in the posted state with excellent communication and organizational skills. Entry-level candidates are welcome, provided they can meet clients in person for document execution.
Job Description
We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team of internal Legal Directors and other professionals.
Principle Duties
Requirements
Benefits
LET’S CREATE YOUR LEGACY, ONE VICTORY AT A TIME. At Vertis Wealth, our mission is to empower your financial future with unparalleled foresight and expertise, crafting personalized strategies that secure your legacy for generations. We commit to being your trusted partner, turning complex financial, tax, and legal into a seamless journey towards sustained wealth and a lasting impact. Healthcare: Healthcare Principal: Deb Harris “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”
LET’S CREATE YOUR LEGACY, ONE VICTORY AT A TIME. At Vertis Wealth, our mission is to empower your financial future with unparalleled foresight and expertise, crafting personalized strategies that secure your legacy for generations. We commit to being your trusted partner, turning complex financial, tax, and legal into a seamless journey towards sustained wealth and a lasting impact. Healthcare: Healthcare Principal: Deb Harris “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”
