Financial Planner
Veritas Partners LLC
Responsibilities: Act as lead resource in complex planning topics such as tax mitigation, asset location, estate strategies, equity compensation, social security, distribution planning, charitable giving, etc. Participate in client meetings and deliver advice to clients Coordinate with other members of the team to make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively. Serve as an expert in financial planning topics and trends. Stay current on tax law, estate regulations, and capital market trends Contribute to monthly financial planning marketing posts related to personal finance and financial planning. Provide clients with investment advice based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of the client Requirements: 5+ years of experience in financial planning/investment management Bachelor's Degree required Expert knowledge in financial planning topics, concepts, and strategies. For example, tax planning, retirement distribution planning, Medicare, social security, gifting, charitable planning, asset location, asset allocation, tax efficient investing. Demonstrate advanced analytical and problem-solving skills Strong interest in financial planning and investment management Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide) Series 7, 63 and 65 (or 66) required CFP designation a plus
Vacancy posted 5 days ago
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