Financial Planner - Full Time in Washington, DC

FINANCIAL PLANNER – Full-time in Washington, DC

Are you seeking passion in your career where you can make a difference in people’s lives?

Do you consider yourself to live by high ethical standards and thrive in fun, energetic teams?

Would you like the opportunity to be a partner at a successful financial planning firm?

If so, keep reading.

We are a small (yet rapidly growing) fiduciary, fee-only financial planning firm rapidly expanding in our niche. Valor Wealth Partners (ValorWealthPartners.com) specializes in providing financial planning advice to mid-career and pre-retiree civilian federal employees. Our clients are the reason we exist and we strive to make their experience exceptional. We have offices in Boston, Washington, D.C., and virtually work with clients in 19 states.

Our marketing efforts result in a high amount of leads each year, so the accountability for business development is shared between this role and the company. However, the final conversation and conversion will be in your hands, as will the ongoing service of that book of business. With everything here, we like to strike a balance between autonomy and teamwork, which our vision, mission and compensation structure speaks to.

As such, we are looking for a highly organized and motivated individual who is interested in building long-term relationships with clients, serving them authentically and energetically, while developing an owner's mindset that will pave the way to achieving our mission as a firm: Be the Premier Financial Life Planners for Federal Employees. We are looking for someone who is motivated by a clear mission and has energy to contribute to the work that needs to be done to achieve it.

The Core Values of Valor Wealth Partners

• Treat People with Honor and Dignity

• Work with Integrity and Transparency

• Elevate with Education

• Be Charitable and Passionate

• Have Fun

The ideal candidate will possess the following attributes:

• Firm sense of fiduciary responsibility and personal integrity.

• Strives each day to be a little bit better than before.

• Strong client-centric approach to serve.

• Ability to anticipate and understand future steps necessary to accomplish tasks.

• Strong financial, analytical, and communication skills.

• Excellent organizational skills and great attention to detail.

• Independent and self-motivated

Work responsibilities will include the following:

Primary Duties:

• You will work on an ensemble team in a financial planner role.

• Manage client relationships as their lead advisor.

• Develop, present, and oversee the implementation of financial plans to clients.

• Provide objective, unbiased financial advice to clients via virtual or face-to-face meetings.

• Conduct client meetings, take notes, and complete follow-up tasks.

• Research clients’ questions regarding their federal benefits and financial situation.

• Complete or delegate appropriate tasks alongside supporting staff members as appropriate.

• Development of leads into clients from company marketing efforts.

• Understand and support the firm’s mission and strategy.

• Adhere to company and industry compliance policies.

• This is an in-person role with a flexible work schedule and the ability to occasionally work remotely after completing initial training and consistently maintaining expectations.

Additional Duties as you gain experience:

• Coordinate with professionals (CPA, estate planning attorney, career coach, etc.)

• Contribute to firm’s marketing efforts through networking, article writing, newsletter content, and/or speaking engagements.

• Create content for YouTube and various social media platforms.

• Participate in the completion of strategic initiatives and projects.

• Occasional availability for evening appointments.

• Occasional travel out of state may be required.

Qualifications:

• Series 65 or 66, or waiver qualification (i.e., CFP® certification) with clean U4. CFP® is a plus.
• 4-year college degree
• Adherence to the VWP Fiduciary Oath
• Knowledge of Microsoft Office Suite (particularly Word and Excel)
• 1-3 years prior work experience as a financial planner, preferably in a fee-only planning firm

Compensation:

• The starting salary is between $70-90k, depending on your qualifications and experience.
• $10k increases to salary will occur for every 10 new clients you serve. After 50 clients you will have salary increases AND quarterly bonuses.

Competitive benefits to include:

• 401(k)
• Healthcare reimbursement
• Generous PTO schedule with mandatory 2 weeks off per year
• 12 paid holidays
• Pay for your professional dues and classes to meet continuing education requirements.
• Pay for you to attend at least 2 professional conferences. These are chosen as a team to enhance the knowledge of each team member and the firm.

Instructions for applying for this position:

Please submit cover letter and resume in Word or PDF format to: Ops@ValorWealthPartners.com

Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and our culture, and the compensation range you wish to discuss. 

Also in your cover letter, please describe your three most defining characteristics or attributes and why they are valuable to the clients we serve. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. 

Note that you must follow these exact instructions or your application will be rejected.