Financial Planning Specialist

Main Line Search; Tysons (VA); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading wealth management firm in the DMV area is seeking a Financial Planning Specialist due to growth. The role involves assisting financial advisors, conducting research, and ensuring compliance with regulations. Ideal candidates will have a relevant degree and experience in financial planning.

Qualifications

• 2+ years of experience in financial planning or wealth management.
• Strong knowledge of financial planning principles and investment products.

Responsibilities

• Assist financial advisors in preparing comprehensive financial plans.
• Conduct in-depth research on investment products and tax strategies.
• Analyze client portfolios and generate reports.

Skills

Financial Planning

Analytical Skills

Communication

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Business

Tools

Morningstar

Tamarac

Job description

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This range is provided by Main Line Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $95,000.00/yr

One of the top wealth management firms in the DMV is looking to add a Financial Planning Specialist to their team due to growth. Founded over 40 years ago, this firm has over $6B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic.

We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth.

Key Responsibilities:

• Assist financial advisors in preparing comprehensive financial plans and investment recommendations.
• Conduct in-depth research on investment products, tax strategies, estate planning, and other wealth management topics.
• Analyze client portfolios and financial data to generate reports and insights.
• Prepare client meeting materials, including presentations and performance reviews.
• Ensure compliance with industry regulations and firm policies in all client-related documentation.
• Maintain accurate and up-to-date client records within financial planning software and CRM systems.
• Support the development and implementation of financial strategies tailored to individual client needs.
• Collaborate with internal teams to enhance operational efficiency and client service delivery.

Qualifications & Skills:

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• 2+ years of experience in a financial planning, paraplanning, or wealth management role.
• VA L&H, Series 66 (or combination 63/65), and Series 7
• CFP certification or progress toward CFP designation is preferred but not required.
• Strong knowledge of financial planning principles, investment products, and retirement strategies.
• Proficiency in financial planning software (e.g., Morningstar, Tamarac) and CRM systems.
• Excellent analytical skills with strong attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and prioritize workload effectively.

View the full list of our open positions here: Main Line Search Job Openings

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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