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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.

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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!

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LOCATION

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

Relocation assistance is not provided.

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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.

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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

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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

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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.

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PLEASE PROVIDE A COVER LETTER WITH YOUR RESUME

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Contact

PFG

Recruiting: (814)231-2227

Office: (814) 238-0544

Toll-Free: (800) 238-1734

Fax: (814) 235-3500

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476 Rolling Ridge Drive

Suite 333

State College, PA 16801

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info@pfginc.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Registered Representatives offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency, LLC), member FINRA/SIPC. Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

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Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services

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