Associate Financial Planner

TEAM OF 7. LEARN FROM MULTIPLE MENTORS

We are a well-established fee-only firm in Bethesda, MD that provides uniquely customized comprehensive financial planning and investment advice to high net worth clients nationally. Our client relationships are built on trust and maintained through a high level of service and competence. It is important that we maintain a low client-to-advisor ratio so that we have the capacity to develop a deep understanding of our clients’ goals and work together to determine the best way to attain them. We value motivated, high achieving team members and we reward their hard work with healthy work-life balance.

RESPONSIBILITIES WE’LL TRUST YOU WITH

Provide ongoing support of client relationships. Serve as the 2nd chair in client meetings. Prepare various financial planning deliverables including cash flow projections, portfolio management reports, income tax projections, etc. Conduct investment and income tax research and analysis. Assist with preparation of income tax returns. Interact with clients in person, by phone, and email. Maintain accurate client data and records in our CRM and document management software. Be the point person for integrating new technology into the firm. Provide back office support as needed.

QUALIFICATIONS

Bachelor’s degree from an accredited university. Completion of the CFP® education requirement preferred. 2+ years of experience, preferably in a fee-only RIA. Well above average intellectual curiosity and emotional intelligence. Excellent communication skills and attention to detail. Must be a self-starter with the ability to work independently.

THE PERKS

Competitive base salary with annual bonus potential. Access to group health and long-term disability insurance. 401(k) plan with employer match and discretionary Profit Sharing Plan contributions. Paid vacation and firm holidays. Reimbursement for continuing education and professional dues. Career path with potential ownership opportunity.