What are the responsibilities and job description for the Financial Planning Specialist position at Main Line Search?
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.
View the full list of our open positions here: Main Line Search Job Openings
Salary : $75,000 - $95,000
