Vertis Wealth

60 jobs near Columbus, OH

Vertis Wealth is seeking a motivated and outgoing Law Extern to join our team. This externship offers hands-on experience in the business development side of the legal and financial services industry.

VP of Talent and Culture

Chicago, IL · On-site

$120K - $150K/yr

Chief Integration Officer, CEO About Vertis Wealth and Law Vertis Wealth and Law is redefining how affluent families receive advice. We serve the "regular rich" through an integrated family office ...

VP of Talent and Culture

Chicago, IL · On-site

$120K - $150K/yr

Chief Integration Officer, CEO About Vertis Wealth and Law Vertis Wealth and Law is redefining how affluent families receive advice. We serve the "regular rich" through an integrated family office ...

Chief Integration Officer, CEO About Vertis Wealth and Law Vertis Wealth and Law is redefining how affluent families receive advice. We serve the "regular rich" through an integrated family office ...

Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will support all ...

Intern Paid - Part Time

Chicago, IL · On-site

$15.50 - $21/hr

Salary: 20 Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will ...

Intern Paid - Part Time

Chicago, IL · On-site

$15.50 - $21/hr

Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will support all ...

Estate and Business Attorney We are looking for an attorney to assist our tax and wealth management ... Vertis can be a great referral source to expand your work. * Exposure to financial planning

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Legal Extern Paid - Part Time

Vertis Wealth

Chicago, IL • On-site

Part-time

Posted 25 days ago


Job description

Vertis Wealth is seeking a motivated and outgoing Law Extern to join our team. This externship offers hands-on experience in the business development side of the legal and financial services industry. The Law Extern will assist with attorney outreach, relationship building, marketing initiatives, and administrative support while gaining valuable exposure to estate planning and professional partnerships.

Key Responsibilities

  • Conduct outreach to estate planning and elder law attorneys to introduce Vertis Wealth's partnership opportunities
  • Make outbound calls to law firms to build relationships and schedule introductory meetings
  • Research law firms and attorneys to identify potential partnership opportunities
  • Maintain accurate records of outreach efforts and follow-up activities in the firm's CRM
  • Assist with coordinating attorney meetings, webinars, and networking events
  • Support marketing initiatives aimed at legal professionals
  • Participate in team meetings and training sessions
  • Provide general administrative and operational support as needed

Qualifications

  • Currently pursuing a Juris Doctor (J.D.) degree or enrolled in a law school externship program
  • Strong communication and interpersonal skills with confidence speaking over the phone
  • Professional, personable, and comfortable networking with attorneys and other professionals
  • Highly organized with strong attention to detail
  • Proficient in Microsoft Office Suite
  • Self-motivated with the ability to work independently and as part of a team
  • Interest in estate planning, wealth management, business development, or attorney relations