Director of Financial Planning
1 month ago
Job Title: Financial Planner
Location: Bethesda, MD
Company: Sargent Investment Group
About Us: Sargent Investment Group (SIG) is a premier wealth management firm specializing in providing personalized financial solutions to high-net-worth individuals and families. We pride ourselves on our boutique approach, offering tailored services that emphasize discretion, expertise, and exceptional client care. As we continue to expand our team, we are seeking a highly skilled and experienced Financial Planner to join our team.
Position Overview: Working alongside our Advisors, the Financial Planner will play a crucial role in delivering bespoke financial strategies and solutions to our high-net-worth clients. This role requires a deep understanding of sophisticated financial planning techniques, investment management, and estate planning. The ideal candidate will possess a strong client-centric mindset, exceptional analytical skills, and the ability to work as a team to build and maintain long-term client relationships.
Key Responsibilities:
Client Relationship Management:
- Develop and maintain strong relationships with high-net-worth clients.
- Conduct in-depth consultations to understand clients' financial goals, needs, and objectives.
- Provide tailored financial planning services, including investment, retirement, tax, and estate planning.
Financial Planning & Analysis:
- Create comprehensive financial plans based on clients’ goals and risk tolerance.
- Perform detailed financial analysis, including asset allocation, cash flow analysis, and retirement projections.
- Develop and recommend investment strategies, financial products, and risk management solutions.
Investment Management:
- Work with the lead advisor to frame client goals as the advisor will oversee and manage client investment portfolios, ensuring alignment with clients' goals and risk profiles.
- Stay informed about market trends, economic conditions, and investment opportunities.
- Collaborate with the firm’s investment team to confirm and monitor the achievement of client goals.
Compliance & Reporting:
- Ensure all financial plans and recommendations comply with regulatory requirements and industry standards.
- Prepare and present detailed financial reports and updates to clients.
- Maintain accurate and up-to-date client records and documentation.
Client Education & Communication:
- Be able to communicate how goal setting works and the why it is important in order to achieve one’s financial goals.
- Working with lead advisor, the planner needs to be able to relate established goals to portfolio management in order to change the narrative of investment conversations from “beating the markets” to “achieving financial goals”.
- Educate clients on financial concepts, strategies, and market conditions.
- Provide proactive advice and updates on financial matters affecting clients.
Team Collaboration:
- Work closely with other advisors and support staff to deliver cohesive and integrated financial solutions.
- Participate in firm-wide meetings and contribute to the development of new strategies and services.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field (Master’s degree or advanced certifications preferred).
- Certified Financial Planner (CFP®) designation or equivalent professional certification required.
- Minimum of 3 years of experience in financial planning, preferably within a high-net-worth or boutique wealth management environment.
- Demonstrated expertise in investment management, estate planning, tax strategies, and retirement planning.
- Strong analytical skills with the ability to interpret complex financial data and develop strategic recommendations.
- Excellent interpersonal and communication skills, with a proven ability to build and maintain client relationships.
- High level of professionalism, integrity, and discretion.
Why Join Us:
- Opportunity to work in a prestigious and dynamic boutique firm with a focus on high-net-worth clientele.
- Competitive salary and performance-based incentives.
- Comprehensive benefits package including health, dental, and retirement plans.
- Collaborative and supportive work environment with opportunities for professional growth and development.
-
Financial Planning and Budget Director
2 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeAbout the Opportunity:We are seeking a highly skilled Financial Planning and Budget Director with experience in government contract accounting to join our team at Creative Financial Staffing.This is a full-time position that will require working from home on Mondays, Wednesdays, and Fridays, and in-office on Tuesdays and Thursdays in Bethesda, MD.The ideal...
-
bethesda, United States Creative Financial Staffing Full timeDeputy Director of Financial Planning and Analysis - Great Work Culture and Benefits About the Organization and Opportunity: Our client is an organization headquartered in the Washington DC area They are looking bring on a Deputy Director of FP&A to develop a budget and budget process The organization is well-established and fosters a great sense of...
-
Bethesda, United States Creative Financial Staffing Full timeDeputy Director of Financial Planning and Analysis - Great Work Culture and BenefitsTake the next step in your career now, scroll down to read the full role description and make your application.About the Organization and Opportunity:Our client is an organization headquartered in the Washington DC areaThey are looking bring on a Deputy Director of FP&A to...
-
Director of Financial Planning
4 weeks ago
Bethesda, United States Talently Recruiting Full timeJob Title: Director of Financial PlanningLocation: Bethesda, MDSalary: $150K-$200K+ DOE + bonus + benefitsSkills: Director of Financial Planning / CFP / CFAAbout Company / Opportunity: We are a premier wealth management firm specializing in providing personalized financial solutions to high-net-worth individuals and families. We pride ourselves on our...
-
Director of Financial Planning
4 weeks ago
Bethesda, United States Talently Recruiting Full timeJob Title: Director of Financial PlanningLocation: Bethesda, MDSalary: $150K-$200K+ DOE + bonus + benefitsSkills: Director of Financial Planning / CFP / CFAAbout Company / Opportunity: We are a premier wealth management firm specializing in providing personalized financial solutions to high-net-worth individuals and families. We pride ourselves on our...
-
Bethesda, United States Creative Financial Staffing Full timeDeputy Director of Financial Planning and Analysis - Great Work Culture and BenefitsAbout the Organization and Opportunity:Our client is an organization headquartered in the Washington DC areaThey are looking bring on a Deputy Director of FP&A to develop a budget and budget processThe organization is well-established and fosters a great sense of communityThe...
-
Financial Planning
3 months ago
Bethesda, United States Bluepoint Financial, LLC Full timeJob Description:BluePoint Financial LLC, is a rapidly growing Financial Services & Insurance firm. We are seeking aFinancial Planning & Investments Associate to join our team and grow in their career with our firm. Thisanalyst will be responsible for assisting in the service of our growing client base, providing operationalsupport to the Financial Advisor &...
-
bethesda, United States Creative Financial Staffing Full timeDeputy Director of Financial Planning and Analysis - Great Work Culture and Benefits About the Organization and Opportunity: Our client is an organization headquartered in the Washington DC area They are looking bring on a Deputy Director of FP&A to develop a budget and budget process The organization is well-established and fosters a great sense of...
-
bethesda, United States Creative Financial Staffing Full timeDeputy Director of Financial Planning and Analysis - Great Work Culture and Benefits About the Organization and Opportunity: Our client is an organization headquartered in the Washington DC area They are looking bring on a Deputy Director of FP&A to develop a budget and budget process The organization is well-established and fosters a great sense of...
-
bethesda, United States Creative Financial Staffing Full timep>Deputy Director of Financial Planning and Analysis - Great Work Culture and Benefits Our client is an organization headquartered in the Washington DC area They are looking bring on a Deputy Director of FP&A to develop a budget and budget process The organization is well-established and fosters a great sense of community
-
Strategic Financial Planning Director
2 weeks ago
Bethesda, Maryland, United States HMSHost Full timeAbout This Role:The Director of Financial Planning & Analysis will play a key role in creating strategic financial plans for HMSHost, providing critical business analysis for mergers and acquisitions, and managing a team of FP&A staff.Key Responsibilities:Develop and implement financial plans, forecasts, and budgeting processes.Provide analytical support for...
-
Bethesda, MD, United States Creative Financial Staffing Full timeDeputy Director of Financial Planning and Analysis - Great Work Culture and Benefits About the Organization and Opportunity: Our client is an organization headquartered in the Washington DC area They are looking bring on a Deputy Director of FP&A to develop a budget and budget process The organization is well-established and fosters a great sense of...
-
Chief Financial Planning Strategist
2 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeAbout the OpportunityThis Chief Financial Planning Strategist role is a dynamic opportunity at a well-established organization in the Washington DC area.Key Responsibilities:Develop and implement comprehensive financial planning, budgeting, and forecasting strategiesManage the annual budgeting process to ensure alignment with organizational goalsPrepare and...
-
Directorate of Economic Security Lead
2 days ago
Bethesda, Maryland, United States Office of the Director of National Intelligence Full time**Role Description:**We are looking for a highly skilled and motivated individual to join our team as an OESET Assistant Program Director. This role will require collaboration with interagency working groups, maintaining coalitions with IC elements to achieve common goals. The selected candidate will implement integration strategies for IC initiatives and...
-
Chief Financial Operations Officer
2 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeDeputy Director of Financial Planning and Analysis - Great Work Culture and BenefitsAbout the Opportunity:The company is seeking a Chief Financial Operations Officer to join their team in the Washington DC area.This role will involve developing a budget and budget process, as well as managing financial planning, budgeting, and forecasting.The ideal candidate...
-
Financial Planning Expert
2 days ago
Bethesda, Maryland, United States New York Life - Bethesda, MD Full timeFinancial Planning Expert:As a Financial Planning Expert at New York Life, you will play a critical role in helping our clients achieve their financial goals. We are seeking a highly skilled and motivated individual to join our team, who possesses excellent communication and analytical skills, and a passion for delivering exceptional customer service.In this...
-
Financial Director for AgencyQ
2 weeks ago
Bethesda, Maryland, United States agencyQ Full time**About the Role:**We are seeking a seasoned Financial Director to join our dynamic team at agencyQ. As a key member of our leadership team, you will be responsible for developing and maintaining accounting principles, practices, and procedures to ensure accurate and timely financial statements.The successful candidate will have a strong background in...
-
Financial Advisor
4 weeks ago
Bethesda, United States First Financial Group Full timeWe are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Responsibilities· Meet with clients to determine their financial objectives,...
-
Financial Leadership Specialist
2 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeSports-fan/sports-minded professionals are encouraged to apply for a Senior Accountant role at a thriving and privately-held sports organization. With a passion for growth, our client offers a unique opportunity to shape this role as the company expands.CompensationThe estimated annual salary for this position is $85,000 - $110,000, depending on experience....
-
Senior Financial Analyst
2 weeks ago
Bethesda, Maryland, United States Creative Financial Staffing Full timeFinancial Leadership OpportunityWe are seeking a highly motivated Senior Accountant to join our team in driving business growth and financial success. As a key member of our accounting department, you will be responsible for taking ownership of revenue recognition, deferred revenue, and General Ledger activities, including month-end close and presenting...
