Associate Adviser

Overview:
$350M+ AUM, Planning-centric, high growth RIA
Verum Partners is a leading fee-only wealth management firm in Charlotte, NC that was established in 2019 and is experiencing strong growth. We are a diverse team of seven looking to add at least one additional Associate Adviser. This is a great opportunity for someone stuck in an average position in an average growth firm to achieve new levels of career success and personal fulfillment by joining an existing high performing team, someone who is looking to work on more complicated clientele or is looking for a professional, collaborative, young, and fun culture that offers lots of virtual work flexibility.

Responsibilities:
• Prepare for and participate in client meetings with lead advisers
• Brainstorm, edit, and finalize client planning deliverables
• Assist with delivering multidisciplinary advice to affluent pre-retiree, retiree, and accumulator type clientele
• Leverage highly efficient technology platforms, and support staff, to serve clients
• Help clients implement recommendations
• Coordinate and delegate client service and workflow items to appropriate team members
• Support lead advisers in a multitude of client service and advisory functions

Qualifications:
• Bachelor’s degree from an accredited university; major in financial planning, business administration, economics or related field preferred
• CFP certification required
• CPA or CFA a plus
• Familiarity with government entitlements a plus
• Desire to delve deeply into technical topics and explain findings to clients and other advisors in simple terms
• Above-average communication and interpersonal skills
• Well above average technical skills
• Recognizes the substantial upside from joining a small financial planning firm and wants to contribute from day one

The perks:
• Competitive salary based on experience and credentialing, plus bonus opportunities
• Unlimited vacation/PTO
• 401k with match, health/dental/vision and parental leave
• Continued education: professional memberships, company support of additional certifications/designations