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Veritas Partners LLC · Towson, Maryland
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.
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
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
Maple Capital Management · Montpelier, Vermont
Details
| Company | Veritas Partners LLC |
| Location | Towson, Maryland |
| Type | FULL TIME |
| Niche | Business and Financial Operations Occupations |