Financial Planner
Come join a professional and high-spirited team dedicated to helping our clients lead healthier and wealthier financial lives! Located in Leesburg, VA, Steigerwald, Gordon & Koch is an independent, boutique-style, fee-only financial planning and investment management firm. We are passionate about comprehensive planning, helping our clients find financial peace of mind and giving them back one of their most valuable resources: time. We pride ourselves on our service to clients.
SGK Quick Facts:
Independent
Fiduciaries
AUM – $900M+
Employees – 11 and growing
Proud member of the Schwab Advisor Network (SAN) for over 20 years
Key Job Functions:
Serve clients with the utmost fiduciary responsibility
Provide financial planning and investment advisory support
Facilitate business development initiatives
Embrace technology
Enjoy a collaborative work environment
Provide a Superior Client Experience:
Manage relationships and client experiences as both a primary and a supporting financial planner
Work as a member of the planning team to develop financial strategies designed to meet the specific needs and wants of our clients
Coordinate client service needs with internal and external team members
Maintain an understanding of the investment strategy of SGK
Stay current on product, services and regulations that could impact our clients
Facilitate Business Development:
Leverage our position as a member of the Schwab Advisor Network and other local centers of influence to extend our referral network
Look for opportunities to establish relationships with potential prospects, clients, and strategic partners
Represent SGK externally by attending and/or presenting at client and prospect events
Qualifications:
Bachelor’s degree
3 years of experience providing advanced planning directly with clients is preferred
CFP® designation is preferred
Foundational knowledge of key financial, investment and risk management concepts
A passion to help clients achieve their goals
Demonstrated analytical and problem-solving skills
Strong attention to detail, and exceptional follow through
Outstanding communication and relationship building skills
Excellent project management skills with ability to prioritize and track multiple tasks
Empathy and great active listening skills
The ability to think clearly, communicate succinctly, and write well
Fundamental knowledge and hands on experience working with MoneyGuidePro preferred
Benefits:
Fully company paid health, dental, short- and long-term disability and group life insurance
401(k) retirement plan with company match
Paid vacation time