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
Financial Planner in Baltimore County at Veritas Partners
This position is listed as full time and onsite. It was posted yesterday.