Job Description
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
Practice Areas & Specialty
Trusts & Estates, Wealth Management
Key skill Required
- Communication
- Comprehensive
- Dedicated Support
- Demonstrated Ability
- Estate Planning
- Finance
- Financial Advisory
- Financial Goals
- Health Insurance
- Insurance
- Lead Generation
- Leadership
- Management
- Marketing
- Personal Finance
- Practical
- Risk Management
- Tax Law
- Well Rounded
Designation
- Attorney
