Financial Planner

Immediately
Steigerwald, Gordon & Koch
Emily Morris
893-A Harrison St., S.E. Leesburg, VA 20175 Phone: 7037778826
emorris@sgkwealthadvisors.com
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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