Attorney- Financial Advisor

Confidential

Chicago, Illinois Hybrid permanent

Posted: January 30, 2026

Quick Summary

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.

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

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