Veris Wealth Partners is an independent, SEC registered, impact wealth management firm founded in 2007 by five partners who share a deep conviction in the interdependence of values and wealth. Veris clients include individuals, foundations, non-profit organizations, family offices, and investment advisory firms. At Veris, this philosophy of aligning wealth with values to create meaningful impact is central to the company’s identity and culture and mission to utilize financial markets to direct capital to sustainable and regenerative endeavors.
Veris’ vision is to create an equitable, just and sustainable world. Justice, equity, diversity and inclusion touch every aspect of our work: how we hire and create a culture of belonging, how we select vendors, and how we invest. Veris believes investors can have positive social and environmental impact across all asset classes and strategies through ESG integrated investing, shareholder advocacy and thematic investing. Veris invests through four impact themes – a) climate solutions and the environment, b) sustainable and regenerative agriculture, c) racial and gender equity and d) community wealth building.
Veris is recognized as both a pioneer and leader in the field of sustainable, responsible and impact investing, and is strongly equipped to provide solutions for clients seeking to create change through their wealth while meeting financial objectives.
Veris is a proud B Corp and Best for the World® Overall Honoree (2019, 2018, 2017, 2016, 2015, 2014, 2013).
Veris has offices in New York City, San Francisco, Portsmouth, NH, and Boulder, CO. For more information, please visit our website: www.veriswp.com.
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.
Knowledge, Skills, Abilities
Education and Experience
Compensation and Benefits
Compensation will be determined by a number of factors including educational background and experience. Veris Wealth Partners has a generous benefits package including health, disability and life insurance, and the opportunity to participate in the firm’s 401k retirement plan.
To apply, please submit your resume, and a cover letter outlining your specific interest in this opportunity to Margie@newlevelresources.com with NY Veris / Client Services Associate and your name written in the subject line. Resumes will be reviewed as received.
Veris Wealth Partners provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Veris Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
The job skills required for Client Services Associate 2 (Wealth Management) include client service, Planning, Microsoft Office, Written Communication, Wealth Management,and Brokerage etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate 2 (Wealth Management). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate 2 (Wealth Management). Select any job title you are interested in and start to search job requirements.
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