Finance Professional
Job Description
Classification: Full-time Salary Exempt
Position Summary:
Primary responsibility for working with clients to support the achievement of their financial goals. This includes responsibility for preparing investment portfolio research, analysis and reports to support investment performance meetings with VFG clients.
Description of Duties:
- Generate investment reports and analysis and assist President and other VFG financial professionals in preparation for client performance meetings.
- Meet with clients to establish financial goals and communicate the VFG investment beliefs.
- Attend new client appointments and second closing meetings with President as assigned.
- Complete client financial plans and structure investment portfolio’s to address goals as well as prepare client trade instructions.
- Meet with clients on a regular basis to complete client account analysis, manage portfolio changes and document client meeting notes and upload into the system and/or assign follow-up as may be needed.
- Extend invitations to new client introductory seminars and other outreach efforts that expand the VFG client base.
- Maintain the highest level of confidentiality with all information obtained.
- Demonstrates knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior.
- Participate in weekly staff meeting.
- On occasion, professionally represent VFG at community events.
- Perform any other duties deemed necessary for the smooth operation of the company.
Essential Qualifications:
- Bachelor’s Degree or equivalent work experience/licensure preferred.
- Ability to present and communicate ideas and concepts in public and private, verbally and in writing.
- Demonstrated accuracy and thoroughness to ensure the highest quality of work.
- Ability to demonstrate a positive customer service attitude and good personal skills.
- Experience using Microsoft Office and internet.
- Has Series 7 OR is willing to get their Series 7 quickly.
Job Type: Full-time
Pay: From $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
- Vision insurance
Application Question(s):
License/Certification:
Work Location: In person
