Financial Advisor (financial district)
Veritat is a national advisory firm seeking local Financial Advisors to build trusted client relationships and provide unbiased financial advice. Veritat’s Financial Advisors provide comprehensive, personalized financial planning and execution, portfolio management, and ongoing feedback to help clients set goals and plan for the future.
Company Background
Veritat is emerging as a leader in the growing fee-only financial advisory movement. As a Registered Investment Adviser firm and member of NAPFA, Veritat embraces a fiduciary standard, putting the best interests of clients first.
Working at Veritat
By taking advantage of Veritat’s advanced technology platform, our Financial Advisors also enjoy greater autonomy, flexibility, and scalability in building their practices and revenue potential. As a key contributor to delivering on our mission and growth, each Financial Advisor at Veritat receives a significant share of the revenue they generate.
Requirements
- Passion to serve the needs of a variety of income classes, including the middle-class.
- Desire to offer objective financial advice without bias from commissions.
- Entrepreneurial mindset, with the ability to network and grow your own book of business.
- College Degree plus one of the following: Series 65 (or willingness to obtain), Series 66, Series 7/63. Additional certification (CFP, CPA, J.D., several others) preferred.
- At least 2 years of industry experience (preferred) with clean compliance record.
- Authorization to work in the US without restriction in duration.
Ideal Candidates
- Financial professionals who prioritize offering objective advice over selling products. Note: Veritat can help transition any existing clients.
- Senior planners with a desire to improve their ability to serve friends and former clients.
- Individuals beginning a career in financial advisory who plan to build an ethical practice with minimal overhead. Recent graduates of applicable undergraduate programs may apply and will be considered for a Junior Advisor role.
- CPAs or attorneys seeking a turnkey platform and expert resources in order to offer holistic financial advice as part of their practice.
- Career-changers who have business experience and demonstrated analytical, business development, and client relationship management skills.
- Note – While in-person client meetings are encouraged, Veritat also enables videoconferencing and secure messaging. Veritat’s Financial Advisors choose their own schedule and location, including work-from-home and part-time.
The Wall Street Journal on Veritat Advisors: “the middle class might finally stand a decent chance of getting upper-class advice”
For more information and to apply
Please visit: https://www.veritat.com/advisors/join_veritat?utm_source=craigslist&utm_campaign=san-francisco_CA
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- Compensation: competitive
- Telecommuting is ok.
- Principals only. Recruiters, please don’t contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
Job Source.
