Divorce Financial Planner

The Independant Community Bankers of America (ICBA); Bethesda (MD); Hybrid; USD 70,000 - 110,000; Full time

Job summary

A prominent financial institution seeks an experienced financial professional to join their Divorce Financial Planning team. This role involves guiding clients through complex divorce financial issues, conducting detailed financial analyses, and providing expert witness testimony. Ideal candidates will have strong analytical and interpersonal skills, as well as relevant financial experience. Comprehensive training and mentorship are provided, with a supportive team environment dedicated to making a significant impact.

Benefits

401(k) and Profit-Sharing Plan

10 Paid Holidays

Paid Time Off

Bereavement/Jury Duty Leave

Paid Parental Leave

Healthcare Benefits

Tuition Reimbursement

Professional Training & Development

Business Casual Work Environment

Qualifications

• 5 - 7+ years of relevant financial experience.
• Master's degree or professional certifications preferred.
• Proven experience in financial planning and analysis.

Responsibilities

• Conduct in-depth analysis of clients' financial situations.
• Assist in negotiating settlements and provide expert witness testimony.
• Educate clients on financial aspects of divorce.

Skills

Analytical skills

Interpersonal skills

Communication skills

Proficiency in Microsoft Excel

Education

Bachelor's degree in finance, accounting, economics, or related field

Professional certifications (e.g., CPA, CFP, Certified Divorce Financial Analyst)

Job description

Are you an experienced and motivated accountant or financial planner looking to make a profound impact in people's lives? We are seeking a dedicated and empathetic experienced financial professional to join our team and provide invaluable guidance to individuals navigating the complexities of divorce. Your primary responsibility will be to provide comprehensive financial analysis, asset-liability-cash flow assessments and expert witness testimony in the divorce process.

Remote work is available, with occasional in-person attendance required for client and team meetings.

Essential Functions

• Conduct in-depth analysis of clients' financial situations, including assets, liabilities, income, expenses, and investments.
• Develop financial projections considering settlement options and long-term planning goals.
• Prepare financial reports and expert opinions.
• Collaborate with clients, their attorneys, and other professionals.
• Assist in negotiating settlements and participate in mediation or court proceedings as an expert witness when required.
• Educate clients on the financial aspects of divorce, empowering them to make informed decisions that align with their financial objectives.
• Address client concerns and questions regarding financial matters throughout the divorce process.

Job Qualifications

• 5 - 7+ years of relevant financial experience
• Bachelor's degree in finance, accounting, economics, or a related field. A master's degree or professional certifications (e.g., CPA, CFP, Certified Divorce Financial Analyst, Accredited in Business Valuation) are strongly preferred; candidates on track to complete a designation will be considered
• Proven experience working in financial planning and analysis preferred
• Knowledge of individual income tax
• Strong analytical skills
• Excellent interpersonal and communication skills
• Proficiency in Microsoft Excel
• Ability to work independently, manage multiple clients and prioritize tasks effectively
• Self-starter with a desire to grow within a specialized and dynamic team

About the team

Joining our Divorce Financial Planning team offers a unique opportunity to make a significant impact on high-net-worth individuals and families navigating complex divorce cases involving business and personal assets. We believe that skills and potential can often outweigh years of experience alone and at CBM we value diverse perspectives and recognize that talent comes in various forms. We welcome applicants from all backgrounds, including those with less experience and or less traditional experience.

If you have transferable skills, a strong work ethic, and a demonstrated ability to adapt and learn quickly, we are excited to hear from you. Our team is dedicated to helping you develop and succeed in your role, providing necessary training and mentorship along the way.

Company Benefits

401(k) and Profit-Sharing Plan

10 Paid Holidays

Paid Time Off

Bereavement/Jury Duty Leave

Paid Parental Leave

FSA/Dependent Care

Life Insurance

Short and Long-Term Disability

Volunteer Community Service Day

Healthcare Benefits - medical, dental, vision & other programs

Paid Parking & Metro

Subsidized Employee Wellness and Fitness Program

Mentorship Program - Project Clear Path

Professional Training & Development

Tuition Reimbursement

CFP, CPA and Other Certifications Assistance

Professional Memberships

Business Casual Work Environment

Fun Firm Activities

** CBM is an Equal Opportunity Employer dedicated to diversity and inclusion **