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
Associate Wealth Manager
San Francisco, California
The Associate Wealth Manager’s (AWM) primary responsibility is to support Senior Wealth Managers
(SWM) in the management of 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 ideal candidate will have client service and analytical skills, understanding of current economic and
market perspective, as well as an authentic passion for sustainability and justice 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 support the
construction and implementation of portfolios to meet those goals in a way that aligns with their values.
The AWM may also support or join Veris Committees, firmwide initiatives and have other related
responsibilities as may be needed.
Application Instructions
To apply, please submit your resume, and a cover letter outlining your specific interest in this opportunity
to Margie@newlevelresources.com with SF Veris / Associate Wealth Manager and your name written in
the subject line. Resumes will be reviewed as received.
Foundation Initiative and Gender Lens Report Intern
San Francisco, California (REMOTE POSITION)
This position offers the opportunity to learn about Mission-related Investing (MRI) through research,
collection, curation, and development. The position also offers the opportunity to learn and Gender
Lens Investing (GLI) and the managers who participate in GLI through research and collection of data.
Application Instructions
To apply, please submit your resume and a cover letter outlining your specific interest in this opportunity
to Margie@newlevelresources.com with Veris / SF MRI Foundation Initiative Intern and your name
written in the subject line. Resumes will be reviewed as received.
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.
