
11 - 50 employees
βοΈ Legal
πΌ Consulting
πΈ Finance
Legal β’ Consulting β’ 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 β options-based portfolio protection, tax-loss harvesting, tax-efficient income generation, layered trust-based estate planning, and access to alternative and global investment opportunities β 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: πΊπΈ United States β Remote USA.
Selected: π Date Added.
π 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.
β Washington β Remote
π΅ $250 - $350 / hour
β³ Contract/Temporary
π‘ Mid-level
π Senior
π§βπΌ Attorney / Lawyer
π» Ghost score 21%
π 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.
π Michigan β Remote
π΅ $250 - $350 / hour
β³ Contract/Temporary
π‘ Mid-level
π Senior
π§βπΌ Attorney / Lawyer
π» Ghost score 55%
π May 21
Estate and Document Attorney in charge of assisting tax and wealth management teams with estate planning. Working directly with clients and providing planning services on a non-exclusive basis.
π Florida β Remote
π΅ $250 - $350 / hour
β³ Contract/Temporary
π‘ Mid-level
π Senior
π§βπΌ Attorney / Lawyer
π» Ghost score 46%
π 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.
πΈ Tennessee β Remote
π΅ $250 - $350 / hour
β³ Contract/Temporary
π‘ Mid-level
π Senior
π§βπΌ Attorney / Lawyer
π» Ghost score 22%
π 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.
π» New Hampshire β Remote
π΅ $250 - $350 / hour
β³ Contract/Temporary
π‘ Mid-level
π Senior
π§βπΌ Attorney / Lawyer
π» Ghost score 22%
π July 11
Attorney providing estate planning services for tax and wealth management teams with average client assets of $1M to $10M. Conduct client meetings to draft necessary legal documents in a remote setting.
ποΈ New Jersey β Remote
π΅ $250 - $350 / hour
β³ Contract/Temporary
π‘ Mid-level
π Senior
π§βπΌ Attorney / Lawyer
π» Ghost score 27%
π 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.
π½ Illinois β Remote
π΅ $250 - $350 / hour
β³ Contract/Temporary
π‘ Mid-level
π Senior
π§βπΌ Attorney / Lawyer
π» Ghost score 27%
π May 21
Attorney assisting tax and wealth management teams with estate planning. Working directly with clients, preparing necessary legal documents, and collaborating with internal professionals.
π Alabama β Remote
π΅ $250 - $350 / hour
β³ Contract/Temporary
π‘ Mid-level
π Senior
π§βπΌ Attorney / Lawyer
π» Ghost score 46%
π June 23
Account Manager at Vertis Wealth managing client relationships and supporting financial advisors. Delivering exceptional service while ensuring operational excellence in a fast-paced environment.
π Michigan β Remote
π΅ $55k - $70k / year
β° Full Time
π’ Junior
π‘ Mid-level
π° Account Manager
π» Ghost score 34%
π 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.
π€ Texas β Remote
π΅ $250 - $350 / hour
β³ Contract/Temporary
π‘ Mid-level
π Senior
π§βπΌ Attorney / Lawyer
π» Ghost score 37%