This job has expired

Financial Planner

Employer
AAFMAA Wealth Management & Trust LLC
Location
Headquartered in NC but position can be done remotely from anywhere
Salary
$75,000 - 85,000 per year plus benefits
Closing date
Dec 20, 2021

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required
You need to sign in or create an account to save a job.

Job Details

AAFMAA Wealth Management & Trust LLC (AWM&T), a wholly owned subsidiary of the American Armed Forces Mutual Aid Association (AAFMAA), offers investment management, financial planning, and trust services exclusively to members of the military community. AWM&T is growing fast and needs a highly motivated and detail oriented professional to join our financial planning team as a Financial Planner.

Reporting to the AWM&T Vice President of Financial Planning and working closely with the firm’s Relationship Managers, the Financial Planner prepares sound financial plans that help our members make wise financial decisions and meet their goals.

We Offer:

  • An opportunity to join a smart team passionate about their mission, build a rewarding career at a rapidly growing young company, and make a positive impact on the lives of current and veteran military families.
  • Competitive base salary plus bonus and comprehensive benefits.
  • Work from anywhere to serve clients across the globe

Scope & Responsibilities:

  • Analyze members’ financial situation
  • Examine and suggest financial opportunities
  • Develop sound financial plans for members
  • Customize and update financial plans according to members’ changing needs
  • Collaborate with the wealth management staff to help members implement their plans
  • Build strong relationships to retain existing clients
  • Maintain updated knowledge of regulations, practices, and financial products

Education & Skills Required:

  • Proven experience as financial planner or similar role; experience in customer service a plus
  • Ability to analyze financial information and comply with regulations
  • Proficiency in eMoney or similar financial planning software
  • Attention to detail and strong math skills
  • Strong ethics, with a customer-first attitude
  • Outstanding communication skills, with the ability to foster long-term relationships
  • Bachelor’s degree
  • CFP® certification
  • Prior military experience as a servicemember or spouse desired

Company

AAFMAA Wealth Management & Trust LLC (AWM&T), a wholly owned subsidiary of the American Armed Forces Mutual Aid Association (AAFMAA), offers investment management, financial planning, and trust services exclusively to members of the military community.
Find Us
Telephone
7037074503
Location
1850 Old Reston Ave
Reston
VA
20190
US
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert