Financial Planner

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.

We are looking for a Financial Planner who is dedicated to serving our clients’ needs. This is an entry level position providing a great training ground for new college graduates.

About the Position:

• 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

Desired Skills & Experience:

• 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

Benefits:

• Salary with opportunity for bonus
• Career track with opportunities for advancement
• 100% employer-paid health and dental insurance plus access to our cafeteria plan
• Retirement plan
• Paid holidays and vacation
• Mentorship and learning opportunities
• Paid professional memberships, paid continuing professional education and conferences