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Associate Wealth Advisor: Veteran+Military

Veteran Staffing Network Morristown, NJ

  • Posted: over a month ago
  • $70,000 to $85,000 Yearly (plus commission)
  • Full-Time
  • Benefits: dental, life insurance, medical, vision,
Job Description

Seeking a US Veteran, National Guardsman, Reservist and/or Military Spouse for an Associate Wealth Advisor.

Fulfill your passion for a financial planning career by starting here in the wealth management industry!

Service clients with portfolio reviews and prepare projections using Excel spreadsheets and MoneyGuidePro wealth-planning software. This position requires a Bachelor’s in financial planning/ business/ finance/ economics; 2+ years of financial experience; a CFP-Board certification (or attainment within 1-2 years); and a Series 65 license (or attainment within 90 days).

Responsibilities: Military Veteran

  • Prepare financial analyses for clients, including retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysis
  • Handle all pre-client meeting activities, such as preparation of meeting agendas, client paperwork, Investment Policy statements, and asset allocations.
  • Complete post-client meeting tasks such as develop meeting notes, perform financial situation analyses, and coordinate planning implementation with outside professionals
  • Continuously monitor clients’ financial situations with detail and accuracy
  • Keep informed and learn things quickly in a fast-paced environment and effectively manage regular changing of priorities


Requirements: Military Veteran

  • US Veteran, National Guardsman, Reservist or Military Spouse preferred
  • Bachelors in financial planning, business, finance, economics
  • 2+ years of financial experience
  • CFP® certification (or attainment within 1-2 years after joining firm)
  • Series 65 license (or attainment within 90 days after joining firm)
  • Strong monetary and analytical skills. Aptitude and interest in wealth management career
  • Basic understanding of investment and monetary planning strategies for high-net-worth clients
  • Ability to identify, meet and follow through with client needs and requirements
  • Desire to be in a large wealth management RIA environment
  • Strong verbal and written communication skills with strong interpersonal skills
  • Have a professional demeanor and personality, in a humble manner, to inspire confidence and persuade audience, when dealing with clients and firm Advisors and Wealth Managers
  • Self-starter, problem-solver and goal-oriented team player with a ‘no job is beneath me’ attitude
  • Organized, with a strong attention to detail. Able to perform multiple tasks efficiently
  • Superior knowledge of Microsoft Excel, Word and PowerPoint
Company Description
VSN builds a bridge between veterans and employers, providing the support needed to ensure success. As a non-profit organization, we reinvest all revenues generated by the Veteran Staffing Network to provide career coaching services for veterans, wounded warriors, and military spouses.

Veteran Staffing Network

Why Work Here?
Our exceptional services help military, veterans & their families have equal opportunities to live, learn & work in their communities.

VSN builds a bridge between veterans and employers, providing the support needed to ensure success. As a non-profit organization, we reinvest all revenues generated by the Veteran Staffing Network to provide career coaching services for veterans, wounded warriors, and military spouses.

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Address

Morristown, NJ
USA

Industry

Finance and Insurance

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