Jobs

    Associate Financial Planner - Washington, United States - Veritas Partners LLC

    Veritas Partners LLC
    Veritas Partners LLC Washington, United States

    3 weeks ago

    Default job background
    Description


    Our client, a financial planning firm that focuses on high-net-worth individuals, is currently seeking a Financial Planning Associate to join their growing team in Alexandria, VA.

    The incumbent will be responsible for assisting with financial planning, business development and relationship management.

    Additional Details
    Partner with wealth manager in serving existing clients
    Communicate directly with clients
    Organize and analyze client data
    Generate financial reports utilizing planning software
    Collaborate with outside advisors

    Qualifications
    Bachelor's degree is required
    Minimum of two years in the financial services industry
    Great communication skills
    Well organized
    Strong work ethic
    CFP or ability to obtain in timely manner

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