Responsible for serving in a support role for client relationships
Entry level position providing a great training ground for new college graduates.
Work closely with primary advisor to understand client goals, enter client data, conduct financial analysis and write recommendations for financial plans. Training will be provided to increase the readiness level for these tasks, with the short-term goal for the financial planner to be involved with the entire financial planning process, including:
Participate in the data collection process
Input information into financial planning software
Perform detailed document reviews; analyze client information and situation across the financial planning spectrum to develop plan
Research information as necessary on a case-by-case basis
Write customized financial plan observations and recommendations for each client case
Prepare notes/files for meetings with existing and new clients
Prepare, coordinate and follow through on any needed communication with new or existing clients
Assists with following up with new client on-boarding process
Participate in investment committee meetings and conduct investment research as needed
Tax research and tax return preparation
Salary with opportunity for bonus
Career track with opportunities for advancement
100% employer-paid health and dental insurance plus access to our cafeteria plan
Paid holidays and vacation
Mentorship and learning opportunities
Paid professional memberships, paid continuing professional education and conferences
Bachelor’s Degree with major in either Finance, Economics, Financial Planning, or Accounting
Must be working on a Certified Financial Planner designation or preparing to enter a CFP program
Have a theoretical understanding of the financial markets
Be able to work independently, but also able to function in a team environment when the situation dictates
Ability to manage competing priorities in a timely fashion
Strong attention to detail and systematic follow-through with prospects and clients
Ability to communicate information in a clear, concise, and professional manner
About Verus Financial Partners
Verus is a close-knit team of competent, compassionate professionals, working together to serve our clients. We love what we do. We believe in hiring people who are smarter than us. We want our people to learn something new every day. And we are always happy to speak with potential team members who share our values.
Because of our fee-only pricing structure, Verus is not a cutthroat sales environment. We are paid in salaries, not commissions. We are driven by helping others, not blinded by money. If you’re looking for a fast-paced environment and the potential for big sales or insurance commissions, there are plenty of opportunities available for that line of work. Just not at Verus.
But if you want to join a good team that helps good people through financial planning, tax advising, and investment guidance, reach out today to learn more about our career opportunities.