Accounting & Finance

Wealth Advisor

Veritas Partners

Towson · Maryland · United States

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.


Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.

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

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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

Reference: WJ-3131_4707583

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