Vertis Wealth
Vertis Wealth
11 – 50 Angajați
ConsultanțăFinanțeJuridic
Vertis Wealth este o firmă de administrare a averii și consultanță care deservește persoane și familii cu active cuprinse aproximativ între 500.000 și 500 de milioane de dolari. Echipa sa reunește planificarea financiară, gestionarea investițiilor, expertiza fiscală oferită de contabili autorizați și avocați specializați în fiscalitate, precum și servicii pentru succesiuni și servicii juridice, pentru a coordona strategii de administrare a averii pe termen lung. Firma se concentrează pe planificare eficientă din punct de vedere fiscal, protejarea portofoliilor prin strategii bazate pe opțiuni, recoltarea pierderilor fiscale, generarea de venituri, planificarea succesiunilor prin trusturi și accesul la investiții alternative și globale. Cu birouri inclusiv în Chicago și Bay City, Vertis Wealth oferă o abordare integrată, bazată pe o singură echipă, pentru creșterea, conservarea și transferul averii.

Contract Estate Planning and Document Attorney

Provide estate planning services for Vertis Wealth clients by preparing trusts, wills, and related documents. Meet clients virtually or in person and collaborate with tax and financial professionals.

Descriere

  • Coordinate with Legal Directors on estate planning client matters
  • Meet clients virtually or in person to confirm their estate planning needs
  • Prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLC documents
  • Draft estate planning documents using established templates or independent methods
  • Keep current with applicable state laws
  • Collaborate with Legal Directors and tax, business, financial, and other professionals
  • Support an established client base serving households with average assets of $1 million to $10 million

Cerințe

  • Hold a license to practice law in the posted state
  • Entry-level attorneys may be considered
  • Conduct client meetings virtually
  • Meet clients in person to oversee document execution
  • Demonstrate excellent written and verbal communication skills
  • Bring an innovative and creative approach to legal work
  • Lead initiatives and make decisive judgments
  • Manage time and organize work effectively
  • Collaborate with tax, business, and financial advisors to develop ideas into strategies

Beneficii

  • Earn uncapped income based on client density in your area
  • Maintain a non-exclusive arrangement that allows work with other law firms or continued development of your own practice
  • Receive referrals from Vertis to expand your work
  • Gain exposure to financial planning
  • Set a flexible schedule
  • Access an established book of business and client referrals

Locuri de muncă similare

RecruitGo

Remote Executive Assistant, Outreach and Marketing — Philippines

RecruitGo

Handle administrative support, CRM, outreach, and marketing for RecruitGo, an Employer of Record serving global clients with talent from emerging markets. Support two UK-facing clients with day-to-day administration and creative campaigns.

Deschide