Financial Advisory - Financial Planning Associate

Kestra Financial; Herndon (VA); Ibrido; USD 55.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

401k with Matching

Company paid health insurance

Hybrid work opportunities

Generous PTO policy

Firm-paid education & certifications

Descrizione del lavoro

Hughes Financial Services LLC in Herndon, VA seeks a passionate, hardworking individual to join the team and support senior advisors as they work directly with clients. This role offers a path toward an advisory position and licensing/designations; experience and CFP coursework are valued.

You will obtain and analyze client information, contribute to financial plans, monitor ongoing reviews, and support operations using Schwab Advisor Center, eMoney, Black Diamond, and Salesforce in a

Competenze

• Preference will be given to candidates who have begun CFP® coursework or are actively pursuing the CFP® designation.
• Bachelor's Degree Preferred

Mansioni

• Obtaining Client information as directed
• Analyzing and evaluating client information
• Assisting in the development of financial plans and recommendations in all areas of Financial Planning
• Monitoring the status of current financial plans and preparing materials for on-going reviews with clients
• Becoming familiar with a variety of software applications, including Schwabs Advisor Center, eMoney Advisor, Black Diamond, Holistiplan, Vanilla, Co-Pilot, and Salesforce
• Providing technical support to clients utilizing the client portal (eMoney & Schwab Alliance)
• Aiding operations team with client administrative tasks

Formazione

Bachelor's Degree

CFP coursework or pursuing CFP designation

Strumenti

Schwab Advisor Center

eMoney Advisor

Black Diamond

Holistiplan

Vanilla

Co-Pilot

Salesforce

Descrizione del lavoro

Lead with Purpose. Partner with Impact.

Founded in 2009, Hughes Financial Services LLC (HFS) is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping individuals and families navigate all aspects of their financial lives with confidence. We specialize in working with public servants, and executives in government contracting. As fiduciaries, we are committed to providing objective, unbiased advice that is always in our clients' best interests. Our mission is to empower and partner with those who lead and serve, by helping them secure their financial futures and impact generations to come.

At HFS, we believe exceptional client service begins with teamwork. Every member of our organization plays an important role in delivering a seamless, high-quality experience for the families we serve.

As our firm continues to grow, we are seeking a passionate, hardworking individual to join our team. This position plays a critical role in delivering by supporting senior/lead advisors as they work directly with clients.

This is an excellent opportunity for someone looking to build a career within the financial services industry, with a goal of moving into an advisory role and working directly with clients (with experience and licensing/designations).

What you'll Do:

• Obtaining Client information as directed
• Analyzing and evaluating client information
• Assisting in the development of financial plans and recommendations in all areas of Financial Planning
• Monitoring the status of current financial plans and preparing materials for on-going reviews with clients
• Becoming familiar with a variety of software applications, including Schwabs Advisor Center, eMoney Advisor, Black Diamond, Holistiplan, Vanilla, Co-Pilot, and Salesforce
• Providing technical support to clients utilizing the client portal (eMoney & Schwab Alliance)
• Aiding operations team with client administrative tasks

What You Bring:

• Preference will be given to candidates who have begun CFP® coursework or are actively pursuing the CFP® designation.
• Bachelors Degree Preferred

Why join Hughes Financial Services?

• Join a team that is passionate about helping clients achieve financial confidence and independence. Your work will directly contribute to improving the lives of the families we serve
• We are committed to investing in our team members’ professional development and long-term career advancement (firm paid education, certifications, and professional designations related to career growth)
• Work within a close-knit, supportive organization where every voice matters.
• Enjoy a culture built on teamwork, integrity, and continuous improvement
• An emphasis on work life balance: hybrid opportunities, reduced summer hours, generous PTO policy
• Competitive Benefits including a 401k with Matching, Company paid health insurance options available, etc