Financial Planning and Investment Manager

2 days ago


Vienna, Virginia, United States Veritas Financial Service LLC Full time
Job Summary

We are seeking a highly skilled Financial Planning and Investment Manager to join our team at Veritas Financial Service LLC. As a key member of our organization, you will be responsible for synchronizing all aspects of the fee-based financial planning process, managing investment research, and overseeing investment decisions.

Key Responsibilities
  • Financial Planning: Coordinate with senior advisors to develop, service, and deliver financial planning to clients, handle all aspects of the financial planning process, including data gathering, analysis, and plan delivery.
  • Investment Management: Actively monitor model investment portfolios, coordinate with leadership to determine changes or modifications, and meet with investment wholesalers to determine wealth management opportunities.
  • Practice Management: Follow a segmented client service model, schedule and coordinate review meetings, create an extraordinary client experience, and improve practice management systems.
Requirements
  • CFP Certification and/or similar industry designations
  • Extreme attention to detail, excellent organizational and time management skills
  • Excellent attitude and 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

We offer a fast-paced, collaborative, and innovative work environment with flexible hours and occasional remote work possibilities. Our culture is focused on healthy living, and we are an equal opportunity employer.



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