
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: 🇺🇸 United States – Remote USA.
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 26%
🕒 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 27%
🕒 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 27%
🕒 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 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 33%
🕒 May 5
Attorney providing estate planning services for tax and wealth management teams. Collaborating with clients and internal Legal Directors in Kalamazoo, Michigan, remotely.
🚗 Michigan – Remote
💵 $250 - $350 / hour
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
🧑💼 Attorney / Lawyer
👻 Ghost score 45%