Remote Wealth Management & Financial Planning Associate | WFH

Job Title: Financial Planning & Wealth Management Associate - Remote

Are you a seasoned and driven financial professional seeking to create a positive impact in the lives of others? We invite you to consider a rewarding opportunity with our expanding team, where you will provide essential guidance to clients navigating the intricate landscape of financial planning and wealth management. This position emphasizes delivering extensive financial analysis and supporting portfolio management for our esteemed clientele. Please note that remote work is available, but candidates must be situated in the DC-MD-VA region.

Key Responsibilities

• Perform comprehensive assessments of clients’ financial situations, evaluating their assets, liabilities, income, expenses, and investments.
• Formulate financial forecasts that are in harmony with clients’ short-term, mid-term, and long-term objectives.
• Generate detailed financial reports to facilitate informed decision-making by clients.
• Engage in investment management and conduct thorough research to inform strategic approaches.
• Provide necessary operational and administrative support.
  
  

Required Skills

• Profound interest in investment markets with a solid grasp of custodial platforms (e.g., Schwab); familiarity with portfolio rebalancing is advantageous.
• Understanding of individual income tax regulations.
• Exceptional analytical ability and meticulous attention to detail.
• Strong verbal and written communication skills.
• Advanced proficiency in Microsoft Excel; experience with eMoney is an added bonus.
• Capability to work autonomously, manage multiple clients, and effectively prioritize tasks.
  
  

Qualifications

• Bachelor's degree in finance, accounting, economics, or a related discipline; master's degree or professional certifications (CFP, CFA, or CPA) are highly desirable.
• A minimum of two years of demonstrated experience in financial planning and analysis.
  
  

Company Culture And Values

Joining our team offers a distinct chance to significantly influence the financial success of high-net-worth individuals and families. We believe that aptitude and potential can often surpass formal experience. We embrace diverse viewpoints and recognize that talent can emerge from various backgrounds, including those with non-traditional experiences.

Career Growth Opportunities

Our organization is dedicated to fostering your professional development and success in your role. We provide comprehensive training and mentorship, ensuring that you have the support necessary to thrive. If you possess transferable skills, a robust work ethic, and a proven ability to learn and adapt quickly, we encourage you to apply.

Compensation And Benefits

• 401(k) and Profit-Sharing Plan
• 10 Paid Holidays
• Paid Time Off
• Bereavement/Jury Duty Leave
• Paid Parental Leave
• FSA/Dependent Care
• Life Insurance
• Short and Long-Term Disability
• Volunteer Community Service Day
• Comprehensive Healthcare Benefits (medical, dental, vision, and more)
• Paid Parking & Metro
• Subsidized Employee Wellness and Fitness Program
• Mentorship Program - Project Clear Path
• Professional Training & Development
• Tuition Reimbursement
• Assistance with CPA and Other Certifications
• Support for Professional Memberships
• Business Casual Work Environment
• Engaging Firm Activities
  
  

We are an Equal Opportunity Employer committed to promoting diversity and inclusion within our workforce.

Apply today and be part of a team that is dedicated to making a difference in the lives of our clients!

Employment Type: Full-Time