Company · 5 open roles
Careers at Vertis Wealth
Vertis Wealth has 5 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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5 positions at Vertis Wealth
Estate and Document Attorney
Vertis Wealth·Naperville, Illinois, United States
Estate and Document Attorney at Vertis Wealth. Location: Naperville, Illinois, United States. Role: drafting documents, meeting clients, managing trusts Requirements: Licensed in the posted state, entry-level attorneys considered. Must conduct virtual and in-person client meeting…
Associate Advisor/Account Manager
Vertis Wealth·Detroit, Michigan, United States
Associate Advisor/Account Manager at Vertis Wealth. Location: Detroit, Michigan, United States. Role: managing relationships, preparing paperwork, documenting communications Requirements: Client-facing account manager with strong communication, CRM expertise, and organizational s…
Associate Advisor/Account Manager
Vertis Wealth·Bay City, Michigan, United States
Associate Advisor/Account Manager at Vertis Wealth. Location: Bay City, Michigan, United States. Role: serving clients, managing accounts, documenting crm Requirements: Client-focused account manager; bachelor's degree preferred; life and health license preferred (employer may ob…
Associate Advisor/Account Manager
Vertis Wealth·Chicago, Illinois, United States
Associate Advisor/Account Manager at Vertis Wealth. Location: Chicago, Illinois, United States. Role: supporting advisors, managing clients, documenting crm Requirements: Bachelor's degree strongly preferred; life and health license preferred (employer can obtain); 2+ years finan…
Estate and Document Attorney
Vertis Wealth·Ocala, Florida, United States
Estate and Document Attorney at Vertis Wealth. Location: Ocala, Florida, United States. Role: providing estate, meeting clients, drafting documents Requirements: Licensed in the posted state; entry-level attorneys considered; ability to meet clients in person or virtually; strong…