Associate Adviser

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

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