Attorney- Financial Advisor jobs in United States
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Vertis Wealth · 8 hours ago

Attorney- Financial Advisor

positionChicago, IL
timeFull-time
remoteOnsite
seniorityMid Level

Vertis Wealth is a premier financial and legal advisory firm seeking a highly motivated Attorney to transition into a Financial Advisor role. The individual will work closely with the CEO/Wealth Manager to gain expertise in wealth management and provide tailored financial and legal advisory services to clients.

Financial Services

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

Qualification

Licensed attorneySecurities LicenseFinancial advisory experienceEstate planningTax lawInterpersonal skillsCommunication skillsTeam collaborationSelf-motivatedDetail-oriented

Required

Licensed attorney with an active bar membership
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

Preferred

Securities License preferred (Series 65)

Benefits

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

Company

Vertis Wealth

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LET’S CREATE YOUR LEGACY, ONE VICTORY AT A TIME.
dateFounded in 2025
people-size11-50 employees
web-link
https://vertiswealth.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase