Wealth Planning Associate

$300M+ AUM, FEMALE FOUNDED, MULTI GENERATIONAL

Our client is multi-generational certified B Corp wealth planning firm in Arlington, VA. They have been in business for over 25 years providing financial life planning and wealth management advice to a growing number of affluent and ultra-affluent client families. The new hire will have the opportunity to help shape the future of the firm as it progresses towards a virtual multi family office. This is the perfect opportunity for someone who is goal-oriented, self-motivated and ready to lead client relationships.

WHAT YOU WILL GET TO DO

Assemble client meeting materials, and prepare all required documents based on established templates and checklists. Assist in financial plan modeling, once trained. Execute post-meeting action items. Monitor deadlines for follow-up tasks. Handle routine tasks such as managing client data and updating internal systems. Assist advisors with basic research on planning topics, financial products, and services. Summarize findings and present them in a clear, standard format. Participate in client meetings as needed.

QUALIFICATIONS 

Bachelor’s degree from an accredited university. At least 1 year of experience. Progress towards CFP® designation. Series 65 preferred. Excellent written and verbal communication skills. Strong organizational and multitasking skills with keen attention to detail. Exposure to Money Guide Pro, Emoney, Holistiplan, PreciseFP, Nitrogen, and/or IncomeLab is a plus.

THE PERKS 

Starting base salary range of $75k+ based on experience, plus bonus opportunities. Health/dental/vision insurance plan participation. Flexible vacation policy. 3% Safe Harbor 401k matching annual contribution. Structured training and on-boarding plan, as well as well-articulated career path. Hybrid work schedule (must live or relocate to NoVA/DC area).