Skip to main content
Tallo logoTallo logo
Apply for this opportunity

This job application is on an outside website. Be sure to review the job posting there to verify it's the same.

Attorney- Financial Advisor

Job

Vertis Wealth

Chicago, IL (In Person)

Full-Time

Posted 3 weeks ago (Updated 2 weeks ago) • Actively hiring

Expires 7/2/2026

Review key factors to help you decide if the role fits your goals.
Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
75
out of 100
Average of individual scores

Were these scores useful?

Skill Insights

Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.

Job Description

Vertis Wealth is seeking a highly motivated and skilled Attorney who is already in the Financial Industry or looking to step into the Personal Finance world as a Financial Advisor. This individual will work directly under the CEO/Wealth Manager to gain expertise and practical knowledge to eventually transition into the role of Wealth Manager within our organization. This is a unique opportunity for a driven professional to join a premier financial and legal advisory firm, learn from industry leaders, and access a clear pathway to significant career and financial growth. Key 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. Qualifications Licensed attorney with an active bar membership. Securities License preferred (Series 65). 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.
Benefits & Additional Perks:
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