
11 - 50 employees
⚖️ Legal
💼 Consulting
💸 Finance
Legal • Consulting • Finance
Vertis Wealth is a wealth management and advisory firm that integrates financial planning, investment management, in-house tax (CPAs and tax attorneys) and estate/legal services to provide coordinated, tax-efficient strategies for individuals and families. The firm serves clients with $500K to $500M in assets and emphasizes integrated planning — options-based portfolio protection, tax-loss harvesting, tax-efficient income generation, layered trust-based estate planning, and access to alternative and global investment opportunities — all coordinated under one roof. Vertis operates multiple offices (including Chicago and Bay City) and positions itself as a single-team solution to grow, protect, and transfer wealth.
Selected: 🆕 Date Added.
🕒 July 29
Estate and Document Attorney assisting tax and wealth management teams with estate planning services. Responsibilities include drafting legal documents and working with clients and Legal Directors.
☕ Washington – Remote
💵 $250 - $350 / hour
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
🧑💼 Attorney / Lawyer
👻 Ghost score 23%
🕒 April 26
Attorney assisting tax and wealth management teams with estate planning on a non-exclusive basis. Working directly with clients and drafting estate planning documents.
🚗 Michigan – Remote
💵 $250 - $350 / hour
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
🧑💼 Attorney / Lawyer
👻 Ghost score 46%
🕒 July 26
Estate and Document Attorney assisting tax and wealth management teams with estate planning. Collaborating with clients and legal professionals to confirm planning needs and draft required documents.
🐊 Florida – Remote
💵 $250 - $350 / hour
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
🧑💼 Attorney / Lawyer
👻 Ghost score 23%
🕒 July 26
Estate Attorney assisting tax and wealth management teams with estate planning on a non-exclusive basis. Collaborating with clients and internal legal team for document drafting and client meetings.
🎸 Tennessee – Remote
💵 $250 - $350 / hour
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
🧑💼 Attorney / Lawyer
👻 Ghost score 23%
🕒 July 26
Estate Attorney providing estate planning services, meeting clients to address their needs. Working with internal Legal Directors on drafting trusts, wills, and other documents.
🗻 New Hampshire – Remote
💵 $250 - $350 / hour
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
🧑💼 Attorney / Lawyer
👻 Ghost score 23%
🕒 July 11
Attorney providing estate planning services for tax and wealth management teams and working with clients to complete various estate planning documents. Collaborating with internal professionals to meet client needs and uphold legal standards.
🌽 Illinois – Remote
💵 $250 - $350 / hour
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
🧑💼 Attorney / Lawyer
👻 Ghost score 27%
🕒 June 27
Attorney assisting tax and wealth management teams with estate planning services. Collaborating with clients and internal legal team while managing established client assets.
🏈 Alabama – Remote
💵 $250 - $350 / hour
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
🧑💼 Attorney / Lawyer
👻 Ghost score 31%
🕒 June 14
Attorney assisting tax and wealth management teams with estate planning on a non-exclusive basis. Working directly with clients and drafting estate planning documents with a supportive team.
🤠 Texas – Remote
💵 $250 - $350 / hour
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
🧑💼 Attorney / Lawyer
👻 Ghost score 34%