Junior Financial Planner

Who We Are
At Vicus Capital, we’re not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, we’re on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading advisory platforms and a team culture that’s as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right way—and we’re looking for someone who shares that mindset.

Now Hiring: Jr. Financial Planner

This is an exciting opportunity to make a meaningful impact by providing world class service to financial advisors in an effort to guide their clients to achieve short and long-term financial goals.  The growing Financial Planning Department works with multiple independent advisors who outsource their financial planning needs to us.  Advisors engage with us not only to save them time, but also for our expertise given our full-time focus on financial planning.

This position is a great entry point for someone who wants to learn and grow in a financial planning career and will work directly under the mentorship of the department manager, a seasoned Certified Financial Planner (CFP®).  The Junior Financial Planner will serve as a key contributor in the creation of customized financial plans that are delivered to clients, engaging in planning for increasingly complex client situations over time.

This position is in-office in State College, PA.

What You’ll Be Doing

• 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

FUTURE RESPONSIBILITIES COULD INCLUDE

• 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

What You Bring

• Ability to relate to the client’s specific situation
• Clear and articulate communication style
• Excellent listening skills and attention to detail
• High degree of honesty and integrity
• Solid organizational, follow through, and analytical skills 

QUALIFICATIONS NEEDED

• 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
• Completion of or working towards CFP® education preferred
• Or 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
• Bachelor’s degree required. 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.
• Knowledge in and embracing of technology, including Microsoft Office suite as well as Customer Relationship Management (CRM) software

What We Offer

• We believe great work comes from a great environment. Here’s what you can expect as a valued member of our team:
• Competitive salary based on experience.
• Health, dental, and vision insurance.
• Group life and short-term disability insurance.
• 401(k) plan with a safe harbor employer contribution.
• A supportive, people-first culture where your work is valued and your growth is encouraged.

Sound Like the Right Fit?
If you’re ready to bring your skills, energy, and commitment to a company that truly values what you do, we’d love to hear from you.

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