Strategic Financial Planner

1 week ago

Bethesda, Maryland, United States Strategic Financial Associates LLC Full time
Strategic Financial Planner

We are a national boutique wealth management firm dedicated to providing exceptional financial advisory and investment management services to executives, business owners, families, and individuals across the country.

We are seeking a skilled Financial Planner with a current CFP designation (or in the process of obtaining one) to provide strategic financial planning and investment management services to our clients.

Key Responsibilities:
  • Develop comprehensive financial plans to help our clients achieve their business, estate, tax, investment, and personal planning goals.
  • Understand a broad array of financial solutions to structure and implement effective plans.
  • Continually refine plans based on changes in the family, business, economy, or personal goals of the client.
Requirements:
  • BA, BS, or graduate degree in a related discipline, such as finance, accounting, or economics.
  • Previous experience building, presenting, and researching financial plans.
  • Certified Financial Planner (CFP) certification is preferred.
  • Familiarity with investment and insurance products and services.
  • Ability to communicate complex financial issues simply and effectively.
  • Ability to work in a professional, fast-paced, and deadline-driven environment.
  • Ability to work collaboratively with multiple professionals, including financial advisors, investment managers, and attorneys.
  • A strong work ethic and a high degree of personal integrity.
  • Strong analytical and critical thinking skills.
  • Excellent written and verbal communication skills.

This is a full-time, salaried position with a competitive compensation package. We offer a dynamic and supportive work environment, opportunities for professional growth, and a chance to make a meaningful impact on our clients' lives.

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