Associate Financial Planner at Veritas Partners in Washington, Washington DC

Job 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

• Bachelor's 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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