Wealth Planning Advisor - Client-Focused Growth

VerityWealth Advisory Group | a private wealth advisory practice of Ameriprise Financial, LLC.; South Bend (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Client-focused service

Communication skills

Multitasking

Licensing commitment

Tools

CRM systems

Financial planning software

Job description

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.