Financial Planner

Immediately
ClearLogic Financial, Inc.
Mark Atherton
11107 Sunset Hills Road Suite 220 Reston, VA 20190 Phone: 703-476-3521 Fax: 703-991-9191
careers@clearlogicfinancial.com
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ClearLogic Financial is a well-established fee-only financial planning and investment management firm seeking to enhance our team. We offer a great environment, enjoyable clients and excellent growth potential to help you reach your personal and career goals. We value our employees and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivering caring, collaborative, and comprehensive planning in a fiduciary business model.

ClearLogic Financial is looking for a Financial Planner (CFP®) for our team in Reston, VA. As a Financial Planner, you will be responsible for client relationship management and will be providing wealth management and financial planning services to new and existing clients. Your goal will be to develop financial plans and strategies that provide peace of mind and help clients achieve their financial goals. You will be the lead advisor on most client relationships and may be an associate advisor on more complex relationships, always as part of a team working together to meet our clients’ needs.

Responsibilities: 

  • Serve as primary point of contact for a subset of existing client relationships.
  • Prepare and provide analysis for client review meetings including scenario modeling, cash needs, asset allocation etc.
  • Create financial planning strategies for tax planning, insurance, estate planning, long-term care, tax efficient distributions, etc.
  • Oversee portfolio models, rebalancing, and trade recommendations, working with our full-time Portfolio Manager.
  • Communicate with client’s professional advisors (CPA, Estate Attorney, Mortgage Broker).
  • Work collaboratively with our team to deliver a great client experience.

Qualifications: 

  • At least 5 years of Personal Financial Planning experience to high net worth clients.
  • CFP Designation.
  • Undergraduate or advanced degree.
  • Financial planning experience with a Registered Investment Advisor (RIA) or in a financial advisory setting.
  • Investment experience and/or knowledge.
  • Strong listening skills and a warm, caring, and empathetic personality.
  • Exemplary work ethic, the willingness to go above and beyond for clients, and a sense of personal responsibility and initiative.
  • Strong analytical skills and attention to detail.
  • Experience utilizing CRM systems and comfort with FinTech solutions such as MoneyGuidePro, Redtail, and Portfolio Center.

What We Offer:

  • Competitive salary and the opportunity for performance-based bonuses.
  • Opportunity to serve as a Trusted Advisor and build deep, caring relationships with a meaningful impact.
  • Full benefits including company paid health, dental, vision, vacation, sick time, 401(k) with company contribution and profit sharing plus a defined benefit plan.
  • Additional Perks such as:
    • Company issued laptop.
    • Core business hours but flexibility when needed for family events, exercise, etc.
    • Continuing education budget and conferences.
    • NAPFA Corporate Membership.