One of the top wealth management firms in the DMV is looking to add a Financial Planning Specialist to their team due to growth. Founded over 40 years ago, this firm has over $6B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic.
We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth.
Key Responsibilities:
- Assist financial advisors in preparing comprehensive financial plans and investment recommendations.
- Conduct in-depth research on investment products, tax strategies, estate planning, and other wealth management topics.
- Analyze client portfolios and financial data to generate reports and insights.
- Prepare client meeting materials, including presentations and performance reviews.
- Ensure compliance with industry regulations and firm policies in all client-related documentation.
- Maintain accurate and up-to-date client records within financial planning software and CRM systems.
- Support the development and implementation of financial strategies tailored to individual client needs.
- Collaborate with internal teams to enhance operational efficiency and client service delivery.
Qualifications & Skills:
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- 2+ years of experience in a financial planning, paraplanning, or wealth management role.
- VA L&H, Series 66 (or combination 63/65), and Series 7
- CFP® certification or progress toward CFP® designation is preferred but not required.
- Strong knowledge of financial planning principles, investment products, and retirement strategies.
- Proficiency in financial planning software (e.g., Morningstar, Tamarac) and CRM systems.
- Excellent analytical skills with strong attention to detail.
- Strong written and verbal communication skills.
- Ability to manage multiple tasks and prioritize workload effectively.
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