Veritas Consulting Group
Associate Wealth Manager
Veritas Consulting Group, Houston, Texas, United States, 77246
No product sales. No commissions. Straight fee-only financial planning and asset management.Become part of our client’s dynamic and award-winning wealth management firm, which focuses on serving corporate executives and professionals. In the role of Associate Wealth Manager, you’ll collaborate closely with a Senior Wealth Manager to design and execute financial strategies, plans, and analyses for clients. You’ll also take the lead on specific client cases, act as the primary contact, and contribute to building and sustaining client relationships.Responsibilities:
Input data into financial planning softwarePrepare comprehensive financial plans, reviews, reports, and client presentationsPrepare Senior Advisor and staff for client meetingsManage assigned client cases, including meeting agendas and client correspondenceLead select client meetings, present plans, take notes, and assign actionsImplement approved financial plans and investment strategiesDevelop and deepen client and prospect relationshipsRespond directly to client requestsPerform basic investment researchSalary plus bonusQualifications:
Bachelor’s degree in Finance, Business, Accounting, or Financial Planning requiredMaster’s or Graduate degree preferred (Masters in Finance, JD, MBA)Three or more years of experience in a similar industryAttained CFP, CFA, or CPA designationCurrently possess or pursuing the Series 65 securities licensesStrong technical and interpersonal skillsConfident, poised, and professional in appearanceAbility to take on creative challenges and manage workload on tight deadlinesAbility to collaborate and contribute to a team environmentMust be willing to relocate to Houston, TXBenefits:
We offer a competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO. We support personal and professional growth through continued education and participation in educational conferences and events.
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Input data into financial planning softwarePrepare comprehensive financial plans, reviews, reports, and client presentationsPrepare Senior Advisor and staff for client meetingsManage assigned client cases, including meeting agendas and client correspondenceLead select client meetings, present plans, take notes, and assign actionsImplement approved financial plans and investment strategiesDevelop and deepen client and prospect relationshipsRespond directly to client requestsPerform basic investment researchSalary plus bonusQualifications:
Bachelor’s degree in Finance, Business, Accounting, or Financial Planning requiredMaster’s or Graduate degree preferred (Masters in Finance, JD, MBA)Three or more years of experience in a similar industryAttained CFP, CFA, or CPA designationCurrently possess or pursuing the Series 65 securities licensesStrong technical and interpersonal skillsConfident, poised, and professional in appearanceAbility to take on creative challenges and manage workload on tight deadlinesAbility to collaborate and contribute to a team environmentMust be willing to relocate to Houston, TXBenefits:
We offer a competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO. We support personal and professional growth through continued education and participation in educational conferences and events.
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