Why Veris?
Join The A-Team
At Veris, we help individuals and families achieve their financial objectives and create a more sustainable and just world.
We’re looking for the best and the brightest to help us achieve our goal.
Interested in working for one of the pioneers in impact investing? Consider Veris.
Current Opportunities
Client Services Associate 2
San Francisco, CA
The Client Service Associate 2 (CSA2) interacts and provides support to clients, peers, Wealth Managers, partners, and service partners. The CSA2 will be familiar with and capable of explaining Veris Wealth Partners’ investment philosophy, sustainability work, services offerings, process and products and impact vision in order to support the implementation of client’s impact Wealth Management plan. The CSA2 should be comfortable with the wealth management, service and investment needs of target clients including but not limited to high-net worth individuals, families, and family foundations.
For full description or to apply
Director of Marketing
Denver, CO – (Open To Remote)
The Director of Marketing (DM) is a national, firmwide role leading and managing the Department of Marketing for a unique Impact Wealth Management Firm dedicated to Impact and ESG investing. The DM will drive forward all Marketing products and content, Brand Awareness, Thought-Leadership, Public Relations and Social Media for Veris’ Wealth Management Services.
For full description or to apply
Wealth Manager
New York, New York
The Wealth Manager (WM) is responsible for supporting Senior Wealth Managers (SWMs) and providing support to their prospective and existing clients on how to achieve their financial objectives, while aligning their wealth with their values. The WM is responsible for preparing for and attending meetings, analysis, research, and the execution of all trades (with qualification and approval). The WM is responsible for drafting and delivering financial plans, interfacing with the Client Service Associates (CSAs), and ensuring all prospective and existing client service follow-ups and needs are met.
For full description or to apply
Senior Wealth Manager
New York, New York
The Senior Wealth Manager (SWM) is responsible for leading prospective and existing client relationships and advising prospective and existing clients on how to achieve their financial objectives while aligning their wealth with their values. The SWM will help clients develop their impact and financial guidelines or Investment Policy Statement (IPS), create customized impact investment portfolios, provide financial planning, estate and tax planning coordination as needed, and more. The SWM is responsible for personal business development initiation and team closing support. The SWM is responsible for office supervision, supervising and/or mentoring CSAs and WMs, and leadership.
For full description or to apply
Equal Opportunity Employer
Veris is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
