What are the responsibilities and job description for the Financial Planning & Wealth Management Associate position at Councilor, Buchanan & Mitchell, P.C.?
Job Description
Job Description
Are you an experienced and motivated financial planner or financial analyst looking to make a profound impact in people's lives? We are seeking a dedicated and growth-oriented financial professional to join our team and provide invaluable guidance to individuals navigating the complexities of Financial Planning and Wealth Management. Your primary responsibilities will be to provide comprehensive financial analysis and to assist in portfolio management for our clients.
Remote work is available, but candidates need to be local (within DC-MD-VA region).
Essential Functions
- Conduct in-depth analysis of clients' financial situations, including assets, liabilities, income, expenses, and investments.
- Develop financial projections considering clients' short-term, mid-term, and long-term planning goals.
- Prepare financial reports.
- Assist with investment management and research functions.
- Operational / administrative support where needed.
Job Qualifications
About the team
Joining our team offers a unique opportunity to make a significant impact on high-net-worth individuals and families to guide and advise them in achieving their financial goals. We believe that skills and potential can often outweigh years of experience alone. At CBM we value diverse perspectives and recognize that talent comes in various forms. We welcome applicants from all backgrounds, including those with less experience and or less traditional experience.
If you have transferable skills, a strong work ethic, and a demonstrated ability to adapt and learn quickly, we are excited to hear from you. Our team is dedicated to helping you develop and succeed in your role, providing necessary training and mentorship along the way.
Company Benefits
