Financial Planner

Veritas Partners

Cockeysville · On-site Full-time $125k – $150k/yr 3w ago

About the role

About

Our client, a wealth management firm in Hunt Valley, MD, is currently seeking a Financial Planner to join their team. The Financial Planner will work with advisors to deliver comprehensive financial plans. Comprehensive financial plans include income, tax, estate and retirement planning for high net worth individuals.

Responsibilities

Support wealth advisors, including preparing for upcoming meetings and post meeting follow-up
Communicate with clients
Assist in preparing client presentations
Work with outside client advisors
Help develop financial planning improvements
Mentor junior planners

Qualifications

Certified Financial Planner (CFP) is required
5+ years of experience with a registered investment advisor
CPA, JD or CPWA is a plus
Familiar with family office models

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