Overview
Attorney: Litigation Of Counsel – (Science Background Required) – (Multi-Office) Jobs in San Francisco, CA at Desort
Estate and Document Attorney
We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. You will be working directly with the client on a remote basis and will have direct contact with our clients and their other professionals (Financial Advisors, Tax Attorneys, CPAs, Accountants, and Health Care Agents).
This position is completely a remote position with Vertis Wealth.
Principle Duties
Work with-in Vertis Wealth team of professionals.
Create, Problem Solve, and Demonstrate with help from Vertis
Used created documents from Vertis Wealth’s outside council or create your own!
Conduct client meetings while providing leadership to the client and Vertis Wealth employees
Stay up-to date with latest State Laws.
Can work with other Law Firms: Vertis Wealth will be a great referral source to expand your billable hours.
WE GIVE YOU YOUR CLIENTS because THEY ARE ALREADY OUR CLIENTS!!!
Requirements
Entry level attorneys accepted (Must have passed State Bar)
Compensation: $100-150k Annual
Uncapped earning potential.
Receive an established book of business: 100+ Households with Average Client Assets $1 Million to $10 Million
Excellent written and verbal communication skills
Innovative and Creative
Need to execute a proven presentation system
Ability to lead groups and be decisive
Time management and organization in order to meet KPI’s
Collaborative skills to accept and turn ideas into strategies with help of Tax, Business, and Financial Advisors.
Bar licensed in Posted State
Benefits
Financial Planning
Paid client / employee events
Flexible schedule
Title: Attorney: Litigation Of Counsel – (Science Background Required) – (Multi-Office)
Company: Desort
Location: San Francisco, CA
