Wealth Advisor
Full-time
Veritas Partners
Our client, a wealth management firm in Towson, MD, is currently seeking a Financial Planner to join their growing practice. The Financial Planner will be responsible for working alongside the team to develop individualized financial plans, assist with providing investment related analysis and advice, as well as executing investment plans to existing and new client relationships.
Responsibilities
- Lead tax mitigation, asset location, estate strategies, equity compensation, social security, distribution planning, charitable giving, etc.
- Participate in client meetings
- Make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively
- Provide clients with investment advice based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectives
Qualifications
- Bachelor's degree is required
- Series 7 and 66 (63 +65) required
- CFP is a plus
- 5+ years of experience in financial planning/investment management
- Expert knowledge in financial planning topics, concepts, and strategies
Vacancy posted 2 days ago
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