Financial Planning and Investments Manager
4 weeks ago
Job Summary: We are seeking a highly skilled Financial Planning and Investments Manager to join our team at Veritas Financial Service LLC. This role is responsible for synchronizing all aspects of the fee-based financial planning process, managing investment research, and overseeing the firm's investment decisions.
Key Responsibilities:
- Financial Planning: Coordinates with Senior Advisors to develop, service, and deliver financial planning to clients, handles all aspects of the financial planning process, including data gathering, analysis, and plan delivery.
- Investment Management: Actively monitors the firm's model investment portfolios, coordinates with leadership to determine changes or modifications, and meets with investment wholesalers to determine wealth management opportunities.
- Practice Management: Follows a segmented client service model, schedules and coordinates review meetings, creates an extraordinary client experience, and improves practice management systems.
Requirements:
- CFP Certification and/or similar industry designations
- Extreme attention to detail, excellent organizational and time management skills
- Excellent attitude and an extraordinary client service orientation
- Past use and knowledge of programs such as RightCapital, E-Money Advisor, Holistiplan, Nitrogen/Riskalyze, etc.
- FINRA Series 7, 63 and 65 (or 66), and State Life & Health Licenses
Benefits:
- Competitive Base Salary
- Quarterly Bonus Potential
- Matched 401(K)
- Health Benefits
- Flexible Vacation
- Paid Holidays
Work Environment:
Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Hours are flexible, and occasional remote work is possible as needed, but in-office presence is encouraged.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age, or any other characteristic protected by law.
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