Job Title : Director of Financial Planning
Location : Bethesda, MD
Salary : $150K-$200K+ DOE + bonus + benefits
Skills : Director of Financial Planning / CFP / CFA
About Company / Opportunity : We are a premier wealth management firm specializing in providing personalized financial solutions to high-net-worth individuals and families. We pride ourselves on our boutique approach, offering tailored services that emphasize discretion, expertise, and exceptional client care. As we continue to expand our team, we are seeking a highly skilled and experienced Financial Planner to join our team.
Responsibilities :
- Work with the lead advisor to frame client goals as the advisor will oversee and manage client investment portfolios, ensuring alignment with clients' goals and risk profiles.
- Develop and maintain strong relationships with high-net-worth clients.
- Conduct in-depth consultations to understand clients' financial goals, needs, and objectives.
- Provide tailored financial planning services, including investment, retirement, tax, and estate planning.
- Create comprehensive financial plans based on clients’ goals and risk tolerance.
- Perform detailed financial analysis, including asset allocation, cash flow analysis, and retirement projections.
- Develop and recommend investment strategies, financial products, and risk management solutions.
- Prepare and present detailed financial reports and updates to clients.
- Working with lead advisor, the planner needs to be able to relate established goals to portfolio management in order to change the narrative of investment conversations from “beating the markets” to “achieving financial goals”.
Must-Have Skills :
- 5+ years in Wealth Management
- Previous experience as a Leader
- CFP /CFA