Financial Planning & Analysis Advisor
veritas partnersTowson (MD)
Financial Planning & Analysis Advisor
Posted today
veritas partnersTowson (MD)
SENIORITY
Senior
About the role
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. Lead tax mitigation, asset location, estate strategies, equity compensation, social security, distribution planning, charitable giving, etc. 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 Bachelor's degree is required~ 5+ years of experience in financial planning/investment management~ Expert knowledge in financial planning topics, concepts, and strategies
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.