Supporting Financial Advisor
Salary undisclosed
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Job Description
Are you a goal-oriented problem solver with a passion for helping physicians achieve their financial goals? If you enjoy collaboration, taking initiative, and love building strong relationships, we’d love to meet you! Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in Nashville, TN, Fort Wayne, IN, and several team members in other locations across the country. Our Financial Advisors are coachable, lifelong learners with generous salaries and a path to partnership in the firm if desired.
Job Summary:
The Supporting Financial Advisor is a common entry and launch point without our firm, providing technical support for more experienced financial advisors, tax specialists, and estate planning attorneys. Responsibilities include data gathering, modeling, case design, scenario building, plan development, presentation development, etc. May participate in client meetings, but rarely in an advice capacity.
Primary Responsibilities Include:
Team Vestia embraces diversity and equal opportunity as essential to the core of who we are. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better Team Vestia will be!
Company Description
Who we are:
Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals
We launched in January 2018 after purchasing a successful business from another company
We manage nearly $800 million in investment assets
We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne
Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish
Who we need:
Do you enjoy people?
Do they enjoy you?
Do you catch things other people tend to miss?
Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done?
Most importantly, we need a quick learner or you’ll drown in this fast paced environment.
Why we exist:
Our Mission: We help the highest caliber physicians achieve wealth that matters.
(Who cares if somebody has $10 million if they have no one to share it with?!)
Our Values:
Give a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources.
Never Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough.
Raise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone.
Model "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time.
Fly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.
Who we are: Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals We launched in January 2018 after purchasing a successful business from another company We manage nearly $800 million in investment assets We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish Who we need: Do you enjoy people? Do they enjoy you? Do you catch things other people tend to miss? Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done? Most importantly, we need a quick learner or you’ll drown in this fast paced environment. Why we exist: Our Mission: We help the highest caliber physicians achieve wealth that matters. (Who cares if somebody has $10 million if they have no one to share it with?!) Our Values: Give a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources. Never Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough. Raise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone. Model "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time. Fly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.
Are you a goal-oriented problem solver with a passion for helping physicians achieve their financial goals? If you enjoy collaboration, taking initiative, and love building strong relationships, we’d love to meet you! Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in Nashville, TN, Fort Wayne, IN, and several team members in other locations across the country. Our Financial Advisors are coachable, lifelong learners with generous salaries and a path to partnership in the firm if desired.
Job Summary:
The Supporting Financial Advisor is a common entry and launch point without our firm, providing technical support for more experienced financial advisors, tax specialists, and estate planning attorneys. Responsibilities include data gathering, modeling, case design, scenario building, plan development, presentation development, etc. May participate in client meetings, but rarely in an advice capacity.
Primary Responsibilities Include:
- Participation and thorough note taking in most client meetings as directed by more experienced financial advisors, or tax specialists
- Coordinating with Client Service Administrators around follow up needed after client meetings
- Entering data in financial planning or tax management software
- Maintaining confidentiality of client information
- Completing any and all other duties as assigned
- Networking through various face to face and electronic means to build a base of business connections throughout the world
- Travel as needed to facilitate client relationship management, support business development, or accomplish other corporate functions, and attend two off-site team retreats each year. Ability to transport oneself is necessary.
- Bachelor's degree or equivalent work experience (minimum required)
- Series 65 License (or equivalent) must be attained within 30 days of hire
- Proficiency in Microsoft Office applications and proven ability to quickly learn other software applications as needed
- Interpersonal skills, notable attention to detail, outstanding time management and organizational skills
- Ability to work with a flexible schedule including occasional nights, weekend, travel as necessary for successful executive of firm business
- Basic understanding of financial services
- Bachelor’s degree in finance, accounting , or business
- 3 years financial industry
- Experience in client facing roles
- Obtaining the CERTIFIED FINANCIAL PLANNER (CFP) certification
- Obtaining the Chartered Financial Analyst (CFA) certification
- Promotion to Servicing Financial Advisor
- Health Insurance Plan
- 401k and Profit-Sharing Plan
- Success Sharing Bonus
- Flex Time and Paid Time Off
- Parental Leave Policy
Team Vestia embraces diversity and equal opportunity as essential to the core of who we are. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better Team Vestia will be!
Company Description
Who we are:
Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals
We launched in January 2018 after purchasing a successful business from another company
We manage nearly $800 million in investment assets
We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne
Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish
Who we need:
Do you enjoy people?
Do they enjoy you?
Do you catch things other people tend to miss?
Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done?
Most importantly, we need a quick learner or you’ll drown in this fast paced environment.
Why we exist:
Our Mission: We help the highest caliber physicians achieve wealth that matters.
(Who cares if somebody has $10 million if they have no one to share it with?!)
Our Values:
Give a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources.
Never Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough.
Raise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone.
Model "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time.
Fly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.
Who we are: Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals We launched in January 2018 after purchasing a successful business from another company We manage nearly $800 million in investment assets We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish Who we need: Do you enjoy people? Do they enjoy you? Do you catch things other people tend to miss? Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done? Most importantly, we need a quick learner or you’ll drown in this fast paced environment. Why we exist: Our Mission: We help the highest caliber physicians achieve wealth that matters. (Who cares if somebody has $10 million if they have no one to share it with?!) Our Values: Give a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources. Never Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough. Raise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone. Model "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time. Fly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.
Job Description
Are you a goal-oriented problem solver with a passion for helping physicians achieve their financial goals? If you enjoy collaboration, taking initiative, and love building strong relationships, we’d love to meet you! Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in Nashville, TN, Fort Wayne, IN, and several team members in other locations across the country. Our Financial Advisors are coachable, lifelong learners with generous salaries and a path to partnership in the firm if desired.
Job Summary:
The Supporting Financial Advisor is a common entry and launch point without our firm, providing technical support for more experienced financial advisors, tax specialists, and estate planning attorneys. Responsibilities include data gathering, modeling, case design, scenario building, plan development, presentation development, etc. May participate in client meetings, but rarely in an advice capacity.
Primary Responsibilities Include:
Team Vestia embraces diversity and equal opportunity as essential to the core of who we are. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better Team Vestia will be!
Company Description
Who we are:
Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals
We launched in January 2018 after purchasing a successful business from another company
We manage nearly $800 million in investment assets
We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne
Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish
Who we need:
Do you enjoy people?
Do they enjoy you?
Do you catch things other people tend to miss?
Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done?
Most importantly, we need a quick learner or you’ll drown in this fast paced environment.
Why we exist:
Our Mission: We help the highest caliber physicians achieve wealth that matters.
(Who cares if somebody has $10 million if they have no one to share it with?!)
Our Values:
Give a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources.
Never Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough.
Raise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone.
Model "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time.
Fly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.
Who we are: Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals We launched in January 2018 after purchasing a successful business from another company We manage nearly $800 million in investment assets We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish Who we need: Do you enjoy people? Do they enjoy you? Do you catch things other people tend to miss? Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done? Most importantly, we need a quick learner or you’ll drown in this fast paced environment. Why we exist: Our Mission: We help the highest caliber physicians achieve wealth that matters. (Who cares if somebody has $10 million if they have no one to share it with?!) Our Values: Give a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources. Never Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough. Raise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone. Model "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time. Fly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.
Are you a goal-oriented problem solver with a passion for helping physicians achieve their financial goals? If you enjoy collaboration, taking initiative, and love building strong relationships, we’d love to meet you! Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in Nashville, TN, Fort Wayne, IN, and several team members in other locations across the country. Our Financial Advisors are coachable, lifelong learners with generous salaries and a path to partnership in the firm if desired.
Job Summary:
The Supporting Financial Advisor is a common entry and launch point without our firm, providing technical support for more experienced financial advisors, tax specialists, and estate planning attorneys. Responsibilities include data gathering, modeling, case design, scenario building, plan development, presentation development, etc. May participate in client meetings, but rarely in an advice capacity.
Primary Responsibilities Include:
- Participation and thorough note taking in most client meetings as directed by more experienced financial advisors, or tax specialists
- Coordinating with Client Service Administrators around follow up needed after client meetings
- Entering data in financial planning or tax management software
- Maintaining confidentiality of client information
- Completing any and all other duties as assigned
- Networking through various face to face and electronic means to build a base of business connections throughout the world
- Travel as needed to facilitate client relationship management, support business development, or accomplish other corporate functions, and attend two off-site team retreats each year. Ability to transport oneself is necessary.
- Bachelor's degree or equivalent work experience (minimum required)
- Series 65 License (or equivalent) must be attained within 30 days of hire
- Proficiency in Microsoft Office applications and proven ability to quickly learn other software applications as needed
- Interpersonal skills, notable attention to detail, outstanding time management and organizational skills
- Ability to work with a flexible schedule including occasional nights, weekend, travel as necessary for successful executive of firm business
- Basic understanding of financial services
- Bachelor’s degree in finance, accounting , or business
- 3 years financial industry
- Experience in client facing roles
- Obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
- Obtaining the Chartered Financial Analyst (CFA) certification
- Promotion to Servicing Financial Advisor
- Health Insurance Plan
- 401k and Profit-Sharing Plan
- Success Sharing Bonus
- Flex Time and Paid Time Off
- Parental Leave Policy
Team Vestia embraces diversity and equal opportunity as essential to the core of who we are. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better Team Vestia will be!
Company Description
Who we are:
Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals
We launched in January 2018 after purchasing a successful business from another company
We manage nearly $800 million in investment assets
We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne
Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish
Who we need:
Do you enjoy people?
Do they enjoy you?
Do you catch things other people tend to miss?
Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done?
Most importantly, we need a quick learner or you’ll drown in this fast paced environment.
Why we exist:
Our Mission: We help the highest caliber physicians achieve wealth that matters.
(Who cares if somebody has $10 million if they have no one to share it with?!)
Our Values:
Give a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources.
Never Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough.
Raise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone.
Model "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time.
Fly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.
Who we are: Team Vestia oversees the financial well-being for nearly 500 of the nation’s highest caliber professionals We launched in January 2018 after purchasing a successful business from another company We manage nearly $800 million in investment assets We have offices in Nashville, Indianapolis, Omaha, Charleston, Los Angeles, and Fort Wayne Our team of 22 genuinely enjoys working with one another, and that’s important because we have much to accomplish Who we need: Do you enjoy people? Do they enjoy you? Do you catch things other people tend to miss? Do you enjoy solving problems? Are you willing to go the extra mile to do what needs done? Most importantly, we need a quick learner or you’ll drown in this fast paced environment. Why we exist: Our Mission: We help the highest caliber physicians achieve wealth that matters. (Who cares if somebody has $10 million if they have no one to share it with?!) Our Values: Give a Surplus - We put others first. When in doubt, we err on the side of giving excess of ourselves and our resources. Never Let Them Guess - We ask questions, tackle issues, and own our work from start to finish. We communicate frequently and candidly, even when it's tough. Raise Your Hand - We courageously seek opportunities that challenge us. We understand that growth occurs at the edge of our comfort zone. Model "Wealth That Matters" - We value relationships over money. We build our legacies daily by being intentional with our time. Fly the V Formation - We keep each other energized through support, encouragement, and celebration. We know we go furthest together and collaborate whenever possible.
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