About this Job:
We are a national boutique wealth management and financial planning firm headquartered in Bethesda, Maryland. We provide financial advisory and investment management services for executives, business owners, families, and individuals across the country.
We are seeking a Financial Planner with a current CFP designation to join our team! You will create personalized financial, insurance, and investment solutions to help clients meet their business, estate, tax, investment and personal planning goals.
Responsibilities:
Prospecting for new clients is NOT a requirement of this position. The essence of the job begins once a client's objectives are identified. Your ability to help develop creative solutions for new and existing clients, and prepare a comprehensive analysis will be crucial to your success. Understanding a broad array of technical solutions will be key to structuring and implementing the most creative and effective plans.
This is a full-time, salaried (W-2) position. No prospecting for new clients is required.
Desired Skills and Experience:
· CFP designation is necessary.
· Bachelor’s Degree in Business, Finance and/or related major.
· A minimum of 4 years of financial planning and/or client relationship management experience.
· In-depth knowledge of key financial planning concepts.
· Experience with financial planning software such as eMoney.
· Strong demonstrated problem solving and analytical skills.
· Superior communication and relationship building skills.
· Proven ability to understand client objectives and risk tolerance
· Excellent time management and strong organizational skills with the ability to prioritize multiple tasks and anticipate potential issues.
· Strong work ethic, professional appearance and demeanor.
About This Company:
Strategic Financial Associates LLC, (SFA) is an established, successful wealth management firm located in Bethesda, Maryland. We work with individuals, business owners, and organizations, creating customized solutions for managing risk, accumulating wealth and optimal management of income and taxes. Our team values integrity, commitment to our client experience, and lifetime learning. We offer a great working environment, competitive compensation and excellent benefits.
Job Type: Full-time
Pay: From $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Schedule:
Experience:
- Financial planning: 3 years (Required)
License/Certification:
Ability to Relocate:
- Bethesda, MD 20817: Relocate before starting work (Required)
Work Location: In person