Financial Planning Associate

Mason Investment Advisory Services, Inc.; Reston (VA); Hybrid; USD 65,000 - 98,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan with company match

Competitive salary

Job summary

Mason Investment Advisory Services, Inc. in Reston, VA seeks a Financial Planning Associate to support wealth advisors in building comprehensive financial plans for high-net-worth clients. The role emphasizes client service, data-driven analysis, and precise plan documentation.

Hybrid work available: 3 days on-site in Reston with flexibility. Ideal candidates hold a relevant degree, strong Excel skills, and interest in tax planning; CFP/CPA/CIMA/EA preferred and Series 65 expected within six

Qualifications

• Bachelor's degree in financial planning, finance or accounting preferred.
• CFP, CPA, CIMA, or EA designation preferred, or equivalent education/experience.
• 2+ years of experience working in wealth management. Work with high-net-worth individuals preferred.
• Experience with individual income tax preferred.
• Excellent analytical, written, and verbal communication skills.
• FINRA Series 65 license or will pass the test within 6 months of hire.
• Experience with comprehensive financial planning software packages (eMoney preferred) tax modeling software (Holistiplan or BNA Income Tax Planner preferred), tax preparation software, proficiency with Excel, and data visualization tools.

Responsibilities

• Work with wealth advisors to write comprehensive customized financial plans for high-net-worth individuals and families using client data, internal proprietary data, and analyses.
• Work with wealth advisors on marketing initiatives.
• Participate in client meetings and take meeting notes.
• Opportunity to join Tax Team during Tax Season for at least 50% of the week as a tax preparer.
• Perform other tasks as needed, such as estate plan diagrams and equity summaries.

Skills

Wealth management

Financial planning

Communication

Tax knowledge

Education

Bachelor's degree in financial planning, finance or accounting

Tools

eMoney

Holistiplan

BNA Income Tax Planner

Excel

Data visualization tools

Job description

Reston, Virginia (Hybrid – 3 days/week onsite)

Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth and Fortune 500 corporate sponsored financial planning clients.

We are seeking a motivated, well-organized, detail-oriented, and friendly candidate to join our team as a Financial Planning Associate. We are looking for someone who is passionate about the nuances of personal financial planning, and excited about client service. Prior coursework and/or work experience with financial planning and tax is a plus. No selling.

The ideal candidate is proficient with financial and tax concepts, enjoys researching financial planning topics, has excellent communication skills, and can juggle multiple deadlines. They should have excellent attention to detail and be proficient with Excel. In return, we offer you a friendly, collaborative atmosphere of professionals with a wealth of knowledge and experience.

We offer excellent benefits including a competitive salary, medical/dental insurance, a 401(k) plan plus company match and a great work environment.

This position is based in Reston, Virginia with a hybrid expectation – 3 days/week onsite.

Specific Responsibilities at Mason include:

• Work with wealth advisors to write comprehensive customized financial plans for high-net-worth individuals and families using client data, internal proprietary data, and analyses.
• Work with wealth advisors on marketing initiatives.
• Participate in client meetings and take meeting notes.
• Opportunity to join our Tax Team during Tax Season for at least 50% of the week as a tax preparer. Prepare both Federal and State individual income tax returns. No tax preparation experience required.
• Perform other tasks as needed, such as estate plan diagrams and equity summaries.

Qualifications (necessary skills and experience required)

• Bachelor's degree from an accredited university; major in financial planning, finance or accounting preferred.
• CFP, CPA, CIMA, or EA designation preferred, or equivalent education/experience.
• 2+ years of experience working in wealth management. Work with high-net-worth individuals preferred.
• Experience with individual income tax preferred.
• Excellent analytical, written, and verbal communication skills.
• FINRA Series 65 license or will pass the test within 6 months of hire.
• Experience with comprehensive financial planning software packages (eMoney preferred) tax modeling software (Holistiplan or BNA Income Tax Planner preferred), tax preparation software, proficiency with Excel, and data visualization tools.