Vertis Wealth Finance/FinTech

Client Experience & Marketing Intern

Chicago, IL In person Internship

The Opportunity

  • Vertis Wealth and Law is seeking a poised, discreet and unusually strong writer who can represent the firm
  • professionally on the phone and turn complex approved topics into clear first drafts. This internship
  • combines client experience with disciplined brand-content support.

What You Will Do

  • Provide scheduled phone and reception backup using approved greetings, verification, routing, and
  • escalation procedures.
  • Capture complete, accurate messages and protect confidential information.
  • Research, outline, draft, and revise approved blog topics using credible sources.
  • Write for an educated audience without giving individualized financial, legal, tax, or investment advice.
  • Maintain source logs and submit all content for editorial and compliance approval; interns do not
  • publish directly.
  • Assist with scheduling and publishing pre-approved social media content across the company’s various platforms, ensuring posts are accurate, timely, and consistent with brand guidelines.

What You Will Learn

  • Professional client communication, message accuracy, escalation judgment, and office discretion.
  • Research, source evaluation, editing, brand voice, and compliant financial-services content
  • development.
  • How client service, wealth management, legal services, tax planning, and marketing operate within
  • one firm.

Who Should Apply

  • You sound warm and composed on the phone and write clearly without filler.
  • You are highly accurate with names, messages, deadlines, sources, and confidential information.
  • You can accept detailed edits and improve a draft without becoming defensive.
  • You understand that credible content requires research and review—not merely fast production.
  • Sophomores, juniors, and seniors may apply; reliable in-office attendance is essential.

Majors We Will Consider

  • Communications, public relations, journalism, English, professional writing, marketing, digital media,
  • advertising, business administration, psychology, hospitality, finance, financial planning, accounting,
  • economics, or pre-law. Strong writing samples and service judgment matter more than a particular major.
  • Vertis Wealth and Law is committed to equal employment opportunity. Employment decisions are based on
  • qualifications, performance, business needs, and applicable law.

Future Opportunities

  • Full-time employment is not promised. Strong performers may be considered for Client Experience
  • Coordinator or Marketing Coordinator openings. Account Manager consideration requires sustained service
  • accuracy, at least six months of internship performance, a funded opening, and successful completion of a
  • separate six-week Account Manager training and assessment bridge.

Job description provided by Vertis Wealth.
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