Financial Advisor

VerityWealth Advisory Group | a private wealth advisory practice of Ameriprise Financial, LLC.; South Bend (IN); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

VerityWealth Advisory Group is seeking a results-driven Financial Advisor to support client relationships, develop comprehensive financial plans, and assist with investment management. You will work closely with advisors and support staff to deliver high-quality service and actionable recommendations.

The role emphasizes thorough planning, attention to detail, and ongoing professional growth within a wealth management practice dedicated to client success and financial independence.

Qualifications

• Minimum two years of professional experience in financial services, wealth management, banking, accounting, or a related field.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Commitment to obtaining and maintaining required securities and insurance licenses.

Responsabilités

• Support client relationships and prepare financial planning analyses.
• Assist with investment and portfolio management activities.
• Coordinate operational workflows and client deliverables.
• Maintain compliance with firm, regulatory, and industry requirements.

Connaissances

Client-focused service

Communication skills

Multitasking

Licensing commitment

Outils

CRM systems

Financial planning software

Description du poste

“Build a meaningful career helping clients achieve their personal vision of financial independence”

VerityWealth Advisory Group is seeking an ambitious, client-focused professional to join our team as a Financial Advisor.

This is more than a traditional advisory role… it is an opportunity to work alongside experienced financial planning & wealth management professionals, deepen your expertise in comprehensive financial planning, contribute to a high-touch client experience, and build a rewarding long-term career helping clients achieve financial independence.

The ideal candidate is intellectually curious, highly organized, driven to learn, and passionate about helping others make informed financial decisions. This individual enjoys both client interaction and behind-the-scenes planning work, understands the importance of attention to detail, and seeks long-term professional growth.

About VerityWealth Advisory Group

At VerityWealth Advisory Group, we believe “true wealth” is about more than money, it’s about purpose, values, and living the life that reflects what matters most to you.That’s why our approach is focused on our client’s goals, concerns, and vision for the future. We believe that our role is to use the vehicle of financial planning to help our clients align their financial decisions with their values, aspirations and long-term vision. And our goal is to provide our clients with high-quality advice that empowers them to make educated and informed decisions that will lead to financial independence and fulfillment. Our team strives to deliver a personalized and exceptional client experience while maintaining the highest standards of professionalism, ethics, and regulatory compliance.

• Comprehensive financial planning
• Evidence-based investment management
• Strategic asset allocation and systematic rebalancing
• Tax-efficient financial planning and wealth management strategies
• Retirement and legacy planning
• A commitment to acting in our clients' best interests

Position Overview

As a Financial Advisor, you will play a key role in supporting client relationships, preparing financial planning analyses, assisting with investment and portfolio management activities, coordinating operational workflows, and helping clients implement financial recommendations. You will work closely with advisors, support staff, and clients while developing the technical, planning, and relationship-management skills necessary for long-term success in the wealth management profession.

What You'll Be Doing

• Learn and implement the firm's client service model.
• Support the preparation and delivery of comprehensive financial planning recommendations.
• Assist in developing financial planning analyses and client deliverables.
• Prepare illustrations, reports, charts, and presentation materials for client meetings.
• Participate in client review and implementation meetings.
• Help clients implement planning recommendations.
• Learn and apply the firm's strategic asset allocation and systematic rebalancing philosophy.
• Participate in investment committee discussions and portfolio reviews.
• Assist with portfolio analysis, reporting, trading, money movement requests, and account servicing activities.
• Collaborate with advisors and support staff to ensure a consistent and excellent client experience.
• Maintain compliance with firm, regulatory, and industry requirements.

Client Experience & Business Operations

• Deliver exceptional service to clients through timely communication and follow-up.
• Maintain accurate client records and workflows within Salesforce CRM.
• Support the firm's meeting preparation and client follow-up process.
• Respond to client service requests and coordinate solutions.
• Identify opportunities to improve operational efficiency and workflow effectiveness.
• Assist with reporting, project coordination, and practice management initiatives.
• Participate in team meetings and ongoing process improvement activities.

Advisory Solutions & Investment Support

• Assist in evaluating client goals, risk tolerance, and planning priorities.
• Support the preparation of advisory recommendations and planning scenarios.
• Help facilitate implementation of client recommendations.
• Monitor market and economic developments relevant to client portfolios.
• Coordinate with strategic partners and industry resources when appropriate.

Practice Growth & Marketing

• Support marketing initiatives and client engagement activities.
• Assist in executing strategic growth initiatives.
• Contribute to client acquisition and relationship-development efforts.
• Help identify opportunities to strengthen and expand client relationships.

Who Thrives in This Role?

You may be an excellent fit if you:

• Are passionate about helping people make informed financial decisions.
• Enjoy building long-term client relationships.
• Are highly organized and exceptionally detail-oriented.
• Take ownership and initiative.
• Communicate professionally and confidently.
• Thrive in a collaborative, team-oriented environment.
• Possess strong analytical and problem-solving skills.
• Have an entrepreneurial mindset and desire continuous growth.
• Are committed to professionalism, ethics, and lifelong learning.
• Want to build a long-term career in wealth management and financial planning.

Qualifications

Required

• Minimum two years of professional experience in financial services, wealth management, banking, accounting, or a related field.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Commitment to obtaining and maintaining required securities and insurance licenses.

Preferred

• Series 7 license.
• Series 63 or Series 66 license.
• Life, Accident, and Health Insurance License.
• Experience working with financial planning software and CRM systems.
• Existing client relationships are welcomed but not required.

What We Offer

We are committed to investing in talented professionals who want to build a meaningful and rewarding career.

Our compensation structure includes:

• Performance-based incentive opportunities
• Health and additional ancillary insurance benefits
• Licensing and designation support
• Mentorship from experienced advisors
• Opportunities for career advancement
• Compensation will be based on experience, qualifications, licensing, and overall fit for the position.

This role is designed for long-term professional development and may lead to opportunities such as:

• Relationship Manager
• Operations Manager
• New Business Development Director
• Partner

For motivated professionals, this position provides a unique opportunity to learn the technical, operational, and relationship-management aspects of a successful wealth management practice while building a rewarding career serving clients.