Senior Financial Planner

2 weeks ago

Washington, Washington, D.C., United States Talently Recruiting Full time
Job Title: Senior Financial Planner

Location: Greater DC area, Hybrid

Salary: $115K-$175K + bonus + benefits

Skills: Financial Planning, Wealth Management, Estate Planning, Investment Management

About the Opportunity

We are an Independent RIA firm seeking a seasoned financial professional to manage the day-to-day advisory and estate planning needs of high net worth and ultra-high net worth individuals and their families.

Responsibilities
  • Primary relationship manager for a subset of HNW and UHNW clients.
  • Conduct discussions with clients and interact with third-party professionals to execute on advisory, estate planning, and service requests.
  • Lead discussions with clients and interact with their other third-party professionals and COIs on planning and reporting, including client cash flow needs, budgeting, and investment management implications.
  • Interact with third-party portfolio managers and/or their teams on details of transactions, valuations, and investment financial statements.
  • Draft and present client-facing and internal guidance memos related to client day-to-day investment transaction process and planning.
Requirements
  • CFP designation or desire to obtain.
  • 5+ years of experience in the financial planning industry & minimum 2 years in a financial planning role.
  • Fiduciary mindset and focus-driven, with a strong sense of accountability, obligation, and dedication to client needs.
Nice to Have Skills
  • Familiarity with planning software such as eMoney.
  • Prior experience working with sophisticated multi-generational clients.
  • Entrepreneurial mindset.

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