Associate Wealth Management

Veris Wealth Partners is an independent, SEC registered, wealth management firm founded by 5 partners who share a deep conviction in the interdependence of values and wealth.  Veris has established offices in New York City, Portsmouth, New Hampshire and has recently opened an office in San Francisco.  We are looking for an Associate to assist the firms CEO in expanding our services to individuals, foundations and family offices.

Responsibilities: 

Core duties and responsibilities include:                                      

• Respond to daily client request and inquiries                
• Prepare, and schedule Prospective Client introductory meetings and presentations                                                                      
• Assist Partner and Senior Associate and in the asset allocation and manager selection for client portfolios                                
• Maintain data reflecting all client communications & transactions
• Participate in internal employee training as needed

Qualifications:     

• Commitment to the interdependence of wealth and values      
• 4 Year College Degree (preferred)
• 3 years experience working directly with Wealth Management or Investment Advisory Team                                
• Experience with SR/Sustainable Investing (preferred)              
• Experience working with ultra high net families (preferred)        
• Excellent written and oral communication skills                        
• Series 7, Series 65 (preferred)                                                  
• Ability to work with multiple online services and systems          
• Familiarity with custodial online trading systems                      
• Working knowledge of Microsoft Office, Word, Excel, and Outlook                                                                              
• PowerPoint proficient

To Apply:

Please submit your resume, and a cover letter outlining your specific interest in this opportunity to Monica Brinser.