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
Support Wealth Manager
The Support 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, including providing financial planning and prospective client proposal support. The Wealth Manager’s secondary responsibility is to lead management of legacy investment advisory client relationships as assigned. Client assignments will be made over time based upon experience and demonstrated capacity.
They 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. They will have the experience and aptitude to help clients in all stages of wealth management and life stages to articulate their impact and financial goals, and to construct and implement portfolios to meet those goals in a way that aligns with their values.
The position will require the wealth manager to manage client service associates and may include direct supervision of client service associates.
To apply, please click here to submit your resume and a cover letter outlining your specific interest in this opportunity.
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.
