Financial Planning Assistant
Vicus Capital

To apply, please send your application [resume, cover letter] to Courtney Schmittle: cschmittle@vicuscapital.com

COMPANY

Vicus Capital is an independent investment management firm with over $2 billion in assets under management headquartered in State College, Pennsylvania. As a Registered Investment Advisor (RIA), Vicus Capital works together with advisors throughout the country to provide clients with elite service and cutting-edge advisory platforms. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees. Our employees are entrusted to take ownership in their work; we don’t believe in micro-management. Evolving opportunities and advancement are forever encouraged.

Our once small office of 8 employees has grown to over 30 hardworking, dedicated members who embrace our family environment and team approach to conducting business. We're growing fast and looking for a highly motivated Financial Planning Assistant to join our world-class team!

LOCATION

Based in State College, Pennsylvania [not a remote position]

Relocation assistance is not provided.

POSITION SUMMARY

The Financial Planning Assistant position is an exciting opportunity to make a meaningful impact by helping to provide world class service to financial advisors in effort to guide their clients to achieve short and long-term financial goals. The ideal candidate will have a keen attention to detail as well as solid organizational skills. Interest in and/or prior exposure to personal finance, investments, employee benefits, insurance products, taxation, and/or estate planning is preferred.

PRINCIPAL DUTIES AND RESPONSIBILITIES

  • Coordinate financial planning data collection

  • Enter financial data into eMoney™ software

  • Assist with tracking and communicating progress of financial planning engagements for our advisors

  • Optimization of advisor and client portals in eMoney™

  • Assist in developing and refining processes and systems to drive operational efficiencies

  • Complete additional projects and tasks as assigned

SKILLS AND QUALIFICATIONS

  • Embracing of technology in the workplace, including Microsoft Office suite as well as Customer Relationship Management (CRM) software

  • Experience with financial planning applications such as eMoney™, MoneyGuidePro, or Naviplan is a plus

  • Bachelor’s degree

  • Strong attention to detail and accuracy

  • Solid organizational, communication, and interpersonal skills

  • High degree of honesty and integrity

  • Desire to thrive in a fast-paced professional environment

BENEFITS

This career opportunity is a full-time salaried position. A comprehensive benefit package is provided which includes Health insurance, Dental & Vision, Group Life Insurance, Short Term Disability Insurance, 401k with safe harbor employer contribution.

PLEASE PROVIDE A COVER LETTER WITH YOUR RESUME