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Associate Adviser

4 months ago

Charlotte, United States Verum Partners Full time

Job Summary


The Associate Adviser (AA) will join the advisory team within Verum’s ensemble, “Diamond Teams” structure to provide service and support to a variety of client relationships. Under the mentorship of other advisors, the primary focus of this role is an advisory apprenticeship where the team member will develop and fine-tune skills across financial planning and investment disciplines with the ultimate goal of growing into a Lead Adviser.


Who Would Be a Good Fit?


  • Strongly represents Verum’s five values: Reliability, Effective Communication, Awareness, Continuous Improvement, Thoughtfulness
  • Desire for a career path and mentorship under other experienced advisers
  • Interest in growing financial planning, tax planning, and investment management knowledge to become a well-rounded financial adviser and practitioner to sophisticated clientele
  • Positive attitude, self-starter, and able to manage multiple projects at once
  • Energy and excitement around joining a fast-growing, fee-only wealth management practice and being a part of a high-functioning team


Duties and Responsibilities


  • Become proficient in Verum’s technology stack and processes as it relates to client service, financial planning, and investment deliverables
  • Support Senior and Lead Advisers to serve as a day-to-day point of contact for clients on assigned Diamond Team
  • Attend and follow up on client meetings in concert with the Senior/Lead Advisers and centralized client service teams
  • Work with other Associate Advisers and Lead Advisers to ensure consistency of service and advice across Diamond Teams
  • Coordinate with client’s professional advisers to ensure all parties are aligned
  • Maintain and update client records in the CRM and file-sharing system
  • Attend Financial Planning Committee meetings, conducting research and executing on projects, as needed; Investment Committee meeting attendance optional


Experience and Expectations


  • 3+ years of experience in wealth management, financial planning, tax advisory, or related field
  • Experience working on a team and providing support to high net worth clients
  • Specific experience or interest in tax planning is a plus
  • Desire to learn under the mentorship of experienced advisers and grow into a Lead Adviser
  • CFP® professional, or candidate for certification; CPA a plus


Compensation and Benefits


  • Competitive base salary + bonus potential
  • Safe Harbor 401(k) plan, health/dental/vision insurance, life and disability insurance, DC FSA
  • Unlimited vacation and sick leave (15 days minimum), and paid parental leave
  • Verum Community Partnership Program with annual gift matching
  • Employee Advisory Program
  • Company-paid continuing education, additional designations, and conference attendance
  • Hybrid or “flex” work environment