Attorney Il Licensed- Financial Advisor

Vertis Wealth is seeking a highly motivated and skilled Attorney who is already in the Financial Industry or looking to step into the Personal Finance world as a Financial Advisor. This individual will work directly under the CEO/Wealth Manager to gain expertise and practical knowledge to eventually transition into the role of Wealth Manager within our organization. This is a unique opportunity for a driven professional to join a premier financial and legal advisory firm, learn from industry leaders, and access a clear pathway to significant career and financial growth.

Key Responsibilities

• Provide expert financial and legal advisory services tailored to client needs.
• Collaborate directly with the CEO/Wealth Manager to learn best practices in wealth management and leadership.
• Develop, implement, and monitor comprehensive financial plans for clients, ensuring alignment with their personal and financial goals.
• Work with Vertis Wealth and Law: Financial Analysts, Tax Attorneys, Estate Attorneys to create a well rounded experience for clients.
• Leverage your legal expertise to offer unique insights into estate planning, tax strategies, and risk management.
• Build and maintain strong client relationships, ensuring exceptional service and trust.
• Contribute to the firm?s strategic growth by identifying and pursuing new business opportunities.

Qualifications

• Licensed attorney with an active bar membership.
• Securites License preferred (Series 65).
• Proven experience in financial advisory services, estate planning, tax law, or related fields.
• Exceptional interpersonal and communication skills, with the ability to explain complex financial and legal concepts clearly.
• A strong desire to grow into a Wealth Manager role and achieve significant career milestones.
• Demonstrated ability to work collaboratively in a team-oriented environment.
• Self-motivated, detail-oriented, and committed to excellence.

Benefits & Additional Perks:

• Health Insurance
• 401k
• PTO
• An existing client base to manage and grow
• A dedicated support staff
• Access to a fully equipped Downtown Chicago office
• Over $1M in marketing and lead generation allowance
• Hours Monday-Friday 8:00am-5:00pm