Vicus Capital · 10 hours ago
Junior Financial Planner
State College, PA
Full-time
Onsite
New Grad, Entry LevelVicus Capital is an investment management firm with a mission to redefine how financial advisors are supported. The Junior Financial Planner will provide world-class service to financial advisors, assisting them in creating customized financial plans and engaging with clients to help achieve their financial goals.
ConsultingFinancial ServicesImpact Investing
Responsibilities
Enter client personal and financial data into eMoney™ software
Coordinate with advisor office on any clarification or missing information
Synthesize and analyze information, providing summaries and observations
Modeling of Scenarios and What-Ifs in eMoney™
Create financial planning reports and other deliverables
Communicate with advisors regarding their client financial plans
Help develop, refine, and document new processes and systems to drive operational efficiencies
Other tasks as assigned
Assist with oversight of advisor office staff data collection and entry into eMoney™ Facts
Lead client/advisor Fact Finding and Cash Flow Analysis meetings as needed
Develop comprehensive financial plans showing the client’s current situation along with specific strategies and action steps
Model financial planning strategies and action steps in eMoney Decision Center
Assist with comprehensive financial plan presentations as needed, taking the lead in more over time
Participate in client ongoing planning meetings as needed
Qualification
Required
Key industry licenses, or ability to obtain within 4-6 months
Series 65 and Life & Health Insurance licenses required
Securities Industry Essentials (SIE) exam required if no prior industry experience
Bachelor's degree required
Knowledge in and embracing of technology, including Microsoft Office suite as well as Customer Relationship Management (CRM) software
Preferred
Completion of or working towards CFP® education preferred
Other background (i.e. work experience) with cash flow analysis, retirement planning, education planning, employee benefits, and/or insurance products in lieu
Experience with eMoney™ preferred; those experienced with other financial planning applications will be considered
Financial planning, finance, accounting, or related field preferred, though other degrees will be considered if you can tie it into how it would help you excel in a financial planning career
Benefits
Health, dental, and vision insurance.
Group life and short-term disability insurance.
401(k) plan with a safe harbor employer contribution.
Company
Vicus Capital
Vicus Capital offers investment management, portfolio design, and partnership development services.
Founded in 1978
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kimberli Fleck Casner
Chief Compliance Officer
Company data provided by crunchbase