Financial Planner

Immediately
West Financial Services, Inc.
Kimberly Cox
1355 Beverly Rd Ste 250 McLean, VA 22101-3649 Phone: (703) 847-2500 Fax: (703) 847-5050
kcox@westfinancial.com
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About Us
At West Financial Services, we have spent over 30 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and prosperity. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do.
 
We are seeking competent, motivated employees who share our commitment to being remarkable. To attract and retain these quality individuals, we provide a market driven salary administration program and a comprehensive benefits package. We take pride in offering a broad benefits program to its most valuable asset….our staff.
 
About The Job:
West Financial is currently recruiting a Financial Planner. If you are the chosen candidate, you will be responsible for providing support to the Director of Financial Planning and Retirement Plan Services by executing specific tasks related to comprehensive financial planning and retirement plan consulting services, maintaining client relationships, and developing additional work product, as required.
 
Areas of focus:
  • Financial Planning Preparation and Development
  • Retirement Plan Consulting Services Support
  • Client Contact and Servicing
  • Marketing and Special Projects
Required Skills:
  • Position requires a bachelor degree
  • A CFP® or CEBS designation or significant progress toward either designation
  • Possess 2 - 3 years’ work experience in a financial services company, preferably with a financial advisor/financial planner
  • Strong attention to detail and aptitude for learning
  • Interpersonal skills to effectively deal with all types of people
  • Strong communications skills, both written and verbal
  • Strong analytical and problem-solving skills and ability to collect, interpret and analyze data from diverse sources
  • Excellent computer skills including Microsoft Office, Cheshire Wealth Manager, BNA Income Tax Planner and Morningstar
  • Strong commitment to client service
  • Personal integrity and ability to discreetly handle confidential data
Compensation:
 
We pay competitively to Market, and offer a 401(k) plan with employer match – both pre-and post-tax contributions. We also offer an Employee Stock Purchase Plan along with the following benefits:
  • Free Banking, including discounts on loans
  • Paid Time Off
  • Tuition Assistance

In addition for employees who work 30 hours per week:

  • Incentive opportunities
  • Medical, Dental and Vision Insurance
  • Paid Parental Leave
  • Life Insurance
  • Health Care and Dependent Care Flexible Spending Accounts
West Financial Services, a subsidiary of Sandy Spring Bank, is an equal employment opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment and perform pre-employment substance abuse testing.
 
If you require a reasonable accommodation to apply for a position with Sandy Spring Bank, please call our job line at 1-800-399-5919 and select option 5. Requests are considered on a case-by-case basis.
Apply to: https://sandyspringbank.csod.com/ats/careersite/jobdetails.aspx?site=1&c=sandyspringbank&id=556

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