VERUM CULTURE
At Verum Partners, our mission is to improve lives – we know this starts with our people. We are intentional about creating opportunities to lead, to collaborate, to learn, to grow, and to find purpose in our work together. Supporting our people is supporting our clients. You’ll find our team high fiving often, celebrating personal and professional achievements, and focusing on what matters most in life – the people stuff.
VERUM VALUES
Reliability
Consistency matters and we strive to deliver this experience for our people and clients in all moments, big or small.
Effective Communication
We believe how we speak matters as much as the content, so we share information in a way that is digestible, relatable, and in-tune with circumstances.
Awareness
Verum’s culture is built on fostering genuine connection, which requires us to accurately perceive people and situations and to react in a way that puts people around us at ease.
Continuous Improvement
The Verum team is full of people who are curious, eager to learn, and constantly seeking to raise the bar on their work product, themselves, teammates, and the business.
Thoughtfulness
We understand and consider the needs of people around us and take action to demonstrate compassion and mutual respect.
Team descriptions
Advisory
Our team of financial advisers is assembled into groups called Diamond Teams. This structure gives clients a dynamic team of professionals allowing multiple perspectives to influence the advice process and it creates paths of natural growth for talent within advisory. Each diamond is made up of the following roles:
- Oversight of dedicated Diamond Team
- Client service, relationship building, business development and firm management.
- Training of co-advisers, leading client relationships and meetings
- Provides advice and execution of financial planning and investment strategy
- Primarily client service & relationship management with growing business development responsibilities
- This is a developmental role that brings together and builds upon knowledge in both financial planning and investments;
- Schedule & attend most client meetings, help with follow-up notes and to-do’s, with the goal of growing into a lead adviser
- Assists with execution of advice by acting as a liaison between the Advisory and Centralized Client Service teams
- 100% client service, 0% business development
Centralized client service
Our client service team takes an ensemble approach, providing support to every diamond team and all clients across the firm. It is composed of the following teams:
- Handles all things related to client operations: general account servicing, money movements, alternative investments subscriptions/reporting, and new client onboarding
- Manages CRM (Wealthbox) and custodian relationships (Charles Schwab and Fidelity)
- Communication with clients is mainly had over email and phone; tactically brought into client-facing role based on technical questions
- Provide topical expertise for advisory teams
- Investment deliverables: proficient in trading (Eclipse) and reporting (Orion) software
- Investment team conducts manager research and due diligence, updates capital market assumptions, and makes high-level strategic decisions for the firm ensuring consistency of thought across client portfolios
- Financial Planning team reviews case studies, shares ideas and opportunities that benefit clients, stays abreast of changes to the regulatory environment, and maintains consistency of advice across the Advisory team.
- Financial planning deliverables: running client reports and projections using planning software (MoneyGuidePro, eMoney, and Asset Map)
- Heavily involved behind-the-scenes; tactically brought into client-facing role based on technical questions
OUR HIRING PROCESS
The Verum hiring process spans three rounds, with a strong emphasis on alignment with Verum Values.
round one: intro
Do we like each other? Could we envision working side by side?
round two: alignment
Is there alignment between your skills and interests and our needs and opportunities?
round three: social
How do you conduct yourself in the real world?
EMPLOYEE BENEFITS
Health Insurance
Paid Time Off
Unlimited PTO, with 15-Day Minimum.
Verum Community Partnership Program
Up to $2500 Matching Gift Program.
Dental & Vision Insurance
Work Flexibility
Hybrid and Work-from-Home Options.
Paid Parental Leave
16 Weeks.
Life & Disability Insurance
Continuing Education Assistance
Paid Bereavement Leave
Up to 12 Weeks.
Retirement Plan
With Company Match.
Cell Phone Credit
Current Opportunities
The Associate Adviser (AA) will join the advisory team within Verum’s ensemble, “Diamond Teams” structure to provide service and support to a variety of client relationships. Under the mentorship of other advisors, the primary focus of this role is an advisory apprenticeship where the team member will develop and fine-tune skills across financial planning and investment disciplines with the ultimate goal of growing into a Lead Adviser.
Please email your resume and cover letter to [email protected]
As a Client Partner, you will be apart of the centralized client service team, providing support across all advisory teams and clients of the firm. You will gain valuable exposure to the operations of the firm and build a great foundation for a career in
the wealth management industry.