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Financial Planning Associate

Employer
Washington Wealth Advisors
Location
Falls Church, Virginia or Ashburn, Virginia
Salary
$50K to $65K (based on experience) + Benefits
Closing date
Dec 29, 2021

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Not necessary
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Job Details

Financial Planning Associate

Washington Wealth Advisors is an established and growing independent Registered Investment Advisor (RIA) seeking to expand our financial planning support team.  We offer Wealth Advisory Services – financial planning coupled with investment management – for our clients.  We primarily serve busy families, executives, women building wealth and small business owners.  We are trusted partners of our clients and dedicated to our long-term relationships supporting the overall financial peace of mind of our clients. 

We are an independent Fee-Only firm, and our Certified Financial Planners® have the best interests of our clients at the forefront of their financial advice.  Each member of our team is passionate about delivering an exception client experience for every client.  Our clients are busy and rely of the Washington Wealth Advisors team to help keep them financially organized and on track towards achieving their financial goals.

Our culture values the role and contributions of each team member towards serving our clients as well as the work-life balance of each team member.  Due to covid-19, we have transitioned to remote work with revolving in-office days to minimize the number of team members in the office.  All client appointments are currently via Zoom and will transition to offering in person meetings once deemed safe for clients and employees.

The right person for this role is a passionate novice or experienced planner, with acute attention to detail and the ability to work with a team to actively support our advisors and their clients.  

This role will be working with our experienced team of Financial Planning Advisors to analyze financial data, develop financial plans, and prepare various deliverables for client meetings. In addition, this role will also participate in and help support special projects and other opportunities within the firm as required.  

Financial Planning Associate Responsibilities

  • Provide dedicated support, including preparation of financial plans and other materials for prospective client and existing client meetings.
  • Participate in client meetings and ensure accurate meeting notes are recorded for compliance and follow-up activities.
  • Focus on ongoing client management, client communication, and new client on-boarding.
  • Perform client experience activities (age change and birthday contact activities, schedule reviews, online enrollment).
  • Engage with clients and potential clients for new business opportunities (rollovers, new sales, etc.)
  • Perform trading activities with 3rd party custodian Fidelity Wealthscape or similar trading platform
  • Knowledge of eMoney, Money Guide Pro or similar financial planning software
  • Knowledge of Black Diamond or similar performance reporting software
  • Redtail or equivalent CRM knowledge
  • Execution of advisor directed trades and rebalancing

Required Skills and Experience

  • Bachelor’s Degree in Business Finance or related field.
  • 1 - 3 + years of experience in financial services/investment management with a focus on supporting the financial planning process.
  • Able to solve problems/understands and seeks to close gaps in knowledge/involve other team members as resources to deal with client situations.
  • On-board clients to their Personal Financial Website (powered by eMoney), training and assisting clients with data entry and navigation
  • Preparation of performance reports for CFP® use with clients
  • Managing outside accounts within performance reporting tool Black Diamond or equivalent
  • Knowledge of eMoney, Money Guide Pro or similar financial planning software
  • Knowledge of Black Diamond or similar performance reporting software
  • Redtail or equivalent CRM knowledge
  • Clear communication skills, particularly in explaining financial principles and concepts.
  • Ability to be flexible, adaptable, and move with change.

You will be successful in this role and with our firm if

Candidates that fit into our firm and culture will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. 

You are a positive, confident, self-starter who is passionate about supporting clients in their pursuit of achieving their financial goals. 

You have an ability to prioritize multiple projects and tasks that align with the priorities of our CFP® team client-driven deadlines. 

You are comfortable working independently and have a process and best practices mindset that continues to build efficiencies in our client service approach.

You embrace technology as it relates to improving the lives of our clients and teammates.

Benefits

Job Type: Full-time

We value the whole candidate and strengths they would bring to the position. Therefore, the ranges below should serve only as a guide.   

  • Salary range $50k - $65k based on experience

We provide the following benefits:

  • 401(k)
  • 401(k) matching
  • Flexible schedule
  • Flexible spending account
  • Health insurance allowance
  • Vacation Paid time off
  • Sick and Personal Paid time off
  • Professional development assistance
  • Tuition reimbursement upon approval

Schedule

  • Monday to Friday from 9AM to 5PM

Position Location

  • Falls Church, Virginia or One Loudoun, Ashburn, Virginia

Work Remotely:

  • Yes (temporarily due to Covid-19 protocols) with rotational in-office days with WWA colleagues to minimize the number of employees on site.  When Covid-19 protocols are lifted, this position is Full-time, In-office position. 

COVID-19 Precautions:

  • Remote interview process via phone and Zoom
  • Personal protective equipment required when in person
  • Social distancing guidelines in place
  • Virtual meetings with team and clients
  • Sanitizing, disinfecting, or cleaning procedures in place

Learn more about Washington Wealth Advisors at washingtonwealthadv.com.  Thank you for your interest!

Qualified applicants should email their resume along with a cover letter to share interest and fit for our position and firm to Suzanne Serway at skserway@washingtonwealthadv.com

Company

Washington Wealth Advisors is a Fee-Only registered investment advisory firm serving busy families, executives, women building wealth and small business owners.  We provide Wealth Advisory Services – financial planning coupled with asset management – guided by a personalized investment strategy based on each client’s unique goals. Our unbiased advice, independent approach and proactive investment management help to support our client’s overall financial peace of mind. 

Find Us
Website:
Telephone
7035842700
Location
300 N. Washington Street
Suite 101
Falls Church
Virginia
22046
United States
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