Client-Centric Wealth Planner | Growth & Impact

CFP Board of Standards Inc.; Fairfax (VA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

World-Class Training

Career Acceleration

Impactful Work

Collaborative Culture

Job summary

Integrated Financial Partners is seeking a Financial Planner to service our clients and enhance their experience within our fast-growing wealth management firm. This role is ideal for a motivated, detail-oriented individual with a genuine passion for helping people and a relentless drive to learn.

You’ll build trusted relationships, coordinate client meetings, analyze investments, and craft customized financial plans while supporting technology improvements and referral-driven growth.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• Industry certifications preferred.
• Strong interpersonal and communication skills.

Responsibilities

• Client Relationship: Build trusted relationships through empathetic, professional interactions with clients.
• Client Service: Coordinate client meetings, reviews, and follow up activities.
• Investment Analysis and Reporting: Support research on market trends and investment options.
• Financial Plan Management: Assist in crafting and maintaining customized financial plans.
• Technology Improvement: Support the growth of the business through reviewing and implementing technology.
• Support Lead Advisor: Help to grow the business through referrals from existing clients.

Skills

People oriented

Detail oriented

Hardworking

Education

Bachelor’s degree in finance or related field

Job description

Integrated Financial Partners is seeking a Financial Planner to service our clients and enhance their experience within our fast-growing wealth management firm. This role is ideal for a motivated, detail-oriented individual with a genuine passion for helping people and a relentless drive to learn.

You’ll build trusted relationships, coordinate client meetings, analyze investments, and craft customized financial plans while supporting technology improvements and referral-driven growth.