Job Summary

The Associate Adviser (AA) will join the advisory team within Verum’s ensemble, “Diamond Teams” structure to provide service and support to a variety of client relationships. Under the mentorship of other advisors, the primary focus of this role is an advisory apprenticeship where the team member will develop and fine-tune skills across financial planning and investment disciplines with the ultimate goal of growing into a Lead Adviser.

Who Would Be a Good Fit?

Strongly represents Verum’s five values: Reliability, Effective Communication, Awareness, Continuous Improvement, Thoughtfulness
Desire for a career path and mentorship under other experienced advisers
Interest in growing financial planning, tax planning, and investment management knowledge to become a well-rounded financial adviser and practitioner to sophisticated clientele
Positive attitude, self-starter, and able to manage multiple projects at once
Energy and excitement around joining a fast-growing, fee-only wealth management practice and being a part of a high-functioning team

Duties and Responsibilities

Become proficient in Verum’s technology stack and processes as it relates to client service, financial planning, and investment deliverables
Support Senior and Lead Advisers to serve as a day-to-day point of contact for clients on assigned Diamond Team
Attend and follow up on client meetings in concert with the Senior/Lead Advisers and centralized client service teams
Work with other Associate Advisers and Lead Advisers to ensure consistency of service and advice across Diamond Teams
Coordinate with client’s professional advisers to ensure all parties are aligned
Maintain and update client records in the CRM and file-sharing system
Attend Financial Planning Committee meetings, conducting research and executing on projects, as needed; Investment Committee meeting attendance optional

Experience and Expectations

3+ years of experience in wealth management, financial planning, tax advisory, or related field
Experience working on a team and providing support to high net worth clients
Specific experience or interest in tax planning is a plus
Desire to learn under the mentorship of experienced advisers and grow into a Lead Adviser
CFP® professional, or candidate for certification; CPA a plus

Compensation and Benefits

Competitive base salary + bonus potential
Safe Harbor 401(k) plan, health/dental/vision insurance, life and disability insurance, DC FSA
Unlimited vacation and sick leave (15 days minimum), and paid parental leave
Verum Community Partnership Program with annual gift matching
Employee Advisory Program
Company-paid continuing education, additional designations, and conference attendance
Hybrid or “flex” work environment

Verum Partners

New Jobs

Associate Adviser