Associate Financial Planning Analyst

NEW PLANNER RECRUITING

We are a national recruiting firm specializing in placing financial planning professionals with leading wealth management firms nationwide. We are representing a fee-only firm in McLean, VA that is seeking an Associate Financial Planning Analyst to join their team. Detailed job specifications available once we connect and agree it is a mutual fit.

COLLEGIAL, CLIENT-FOCUSED RIA.

Our client manages over $3 billion for affluent individuals, families, non-profits, and corporations throughout the US. The advisors take a thoughtful, thorough, and personalized approach to providing financial planning, portfolio management, fiduciary, and tax services to their clients. The firm was ranked by Barrons as one of the Top Financial Advisors from 2015-2017, and one of the 100 Fastest Growing RIA Firms by Forbes/RIA Channel.

RESPONSIBILITIES WE’LL TRUST YOU WITH

You will work collaboratively on a client service team to provide financial planning, investment management and tax services to firm clients. Prepare comprehensive financial plans including review of stock options, employee benefits, insurance policies, estate planning, beneficiary designations, and asset titling. Address financial planning strategies and questions. Prepare tax projections and tax returns. Maintain ongoing communications with clients and coordinate with client service team specialists on complex issues.

QUALIFICATIONS

Bachelors’ degree from an accredited university; major in financial planning preferred. 0-2 years of experience in financial planning. Knowledge of the financial planning process, related services and client servicing needs. Strong customer service and analytical skills with the ability to work with professionals across all levels of the organization.

THE PERKS

Competitive salary based on experience. Insurance benefits – Medical, Dental, Vision, Short Term Disability. Paid Time Off, including fixed holidays, vacation days, and sick days. 401(k) with immediate vesting and 5% employer match. Education Assistance and employer-paid membership dues for approved organizations. Free on-site parking and fitness studio. Exceptional opportunities for long-term professional development.