Senior Financial Planner — Tech-Driven Wealth & Collaboration

Range; McLean (VA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k plan

Technology allowance

PTO

Top of Market Pay

Paid parental leave

Job summary

A wealth management platform is seeking an experienced Financial Planner in McLean, VA. You will craft financial plans, advise clients on their financial goals, and collaborate with our product team on new tools. The ideal candidate has 4-8+ years in financial services, holds relevant certifications, and possesses strong investment knowledge. The company offers comprehensive benefits including health coverage and a hybrid work environment.

Qualifications

• Active designation(s) like CFP, CPA, CFA, EA or similar.
• 4-8+ years experience in a client-facing financial services role.
• Experience in tax planning and building tax projections.

Responsibilities

• Advise members on their financial goals.
• Build and implement financial plans and strategies.
• Research and present investment strategies.
• Coordinate tax filing and estate planning.

Skills

Financial planning

Client communication

Investment knowledge

Tax planning

Team collaboration

Education

BS or BA in Finance, Accounting or related major

Job description

A wealth management platform is seeking an experienced Financial Planner in McLean, VA. You will craft financial plans, advise clients on their financial goals, and collaborate with our product team on new tools. The ideal candidate has 4-8+ years in financial services, holds relevant certifications, and possesses strong investment knowledge. The company offers comprehensive benefits including health coverage and a hybrid work environment.