The success of our firm relies heavily on our ability to deliver quality service to clients through comprehensive financial planning and by providing strategic investment advice. A key member of the VWMG team, the Financial Planner (FP) is laser-focused on understanding clients’ needs and goals to ensures they meet their financial objectives. The FP works in tandem with VWMG IAs to craft a comprehensive financial plan that will drive responsible growth for existing clients, and eagerly engages in business development activities to identify and recruit future clients.
VWMG Financial Planners should have the following qualifications & skills:
- Minimum BA or BS Degree, preferably in a business-related field (e.g., Business Administration, Economics, Accounting, Finance, Marketing, etc.
- Must hold a Series 65 or Series 66 License.
- At least 7 years of experience in the financial industry.
- Must possess strong communication skills.
- Must possess a keen ability to build and manage authentic relationships.
- Must possess strong analytical skills and portfolio management skills.
- Must possess strong client management skills.
- Must possess strong financial planning skills.
- CFP® designation preferred.
