Financial Planner
veritas partnersTowson (MD)
About the role
Responsibilities:
Act as lead resource in complex planning topics such as tax mitigation, asset location, estate strategies, equity compensation, social security, distribution planning, charitable giving, etc.
Participate in client meetings and deliver advice to clients
Coordinate with other members of the team to make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively.
Serve as an expert in financial planning topics and trends. Stay current on tax law, estate regulations, and capital market trends
Contribute to monthly financial planning marketing posts related to personal finance and financial planning.
Provide clients with investment advice based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of the client
Requirements:
5+ years of experience in financial planning/investment management
Bachelor's Degree required
Expert knowledge in financial planning topics, concepts, and strategies. For example, tax planning, retirement distribution planning, Medicare, social security, gifting, charitable planning, asset location, asset allocation, tax efficient investing.
Demonstrate advanced analytical and problem-solving skills
Strong interest in financial planning and investment management
Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide)
Series 7, 63 and 65 (or 66) required
CFP designation a plus
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.