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

    • Bachelors 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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