Estate and Document Attorney
Vertis Wealth•Lubbock, TX
10d•$250 - $350•Remote
About The Position
Estate and Document Attorney We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. You will be working directly with the client on a remote basis and will have direct contact with our clients and their other professionals This position is completely a remote position. WE GIVE YOU YOUR CLIENTS because THEY ARE ALREADY OUR CLIENTS!
Requirements
- Entry level attorneys accepted (Must have passed State Bar)
- Excellent written and verbal communication skills
- Innovative and Creative
- Need to execute a proven presentation system
- Ability to lead groups and be decisive
- Time management and organization in order to meet KPI's
- Collaborative skills to accept and turn ideas into strategies with help of Tax, Business, and Financial Advisors.
- Work an established book of business: Households with Average Client Assets $1 Million to $10 Million
Responsibilities
- Work with-in our team of professionals.
- Used created documents from Vertis's outside council or create your own!
- Conduct client meetings while providing leadership to the client and Vertis employees
- Stay up-to date with latest State Laws.
- Can work with other Law Firms: Vertis can be a great referral source to expand your billable hours.
Benefits
- Financial Planning
- Paid client / employee events
- Flexible schedule
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
