Competitive pay, health care and retirement benefits
A unique, diverse, inclusive work environment
A company culture driven by its values and mission
100% dedicated to impact wealth management
Paid time off for volunteering
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.
Wealth Manager, San Francisco
The Wealth Manager’s primary responsibility is to support Senior Wealth Managers in the management of significant client relationships and execution of impact wealth management services in line with the best practices established by Veris Wealth Partners by providing financial planning and prospective client proposal support. The Wealth Manager’s secondary responsibility is to take over lead management of legacy investment advisory client relationships as assigned.
The ideal candidate will have strong client service and analytical skills, understanding of current economic and market perspective, as well as an authentic passion for sustainability issues and helping clients have an impact with their wealth. Click here for more information.
To apply, please submit your resume and a cover letter outlining your specific interest in this opportunity to: David@newlevelresources.com with SF Veris/Wealth Manager and your name written in the subject line.
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.