Associate Financial Planner

Employer
ClearLogic Financial, Inc.
Location
Reston, Virginia
Salary
Competitive salary
Closing date
Oct 6, 2022

View more

Job Role
Financial Planning Support
Employment Type
Full Time
Experience Level
Career Changer
CFP® Certification
Pursuing
You need to sign in or create an account to save a job.

Job Details

Are you looking to change careers?  Do you like to help people reach their financial and life goals? 

ClearLogic Financial is hiring an Associate Financial Planner for our team in Reston, VA.  Many of us are career changers and know what it takes to succeed in our industry.  We have been lawyers, accountants, and insurance agents. 

We have great clients.  We work in teams to serve our clients in the most efficient and effective way possible.  Our focus is holistic financial planning.  We are true fiduciaries.

Many of our clients enjoy in-person meetings and outings, as do we.  Therefore, we do not offer a fully remote work option.  We do offer flexible hours, flexible telecommuting, training, and mentoring.

Please include a cover letter that tells us why you are considering a career change and why financial planning is your next journey.

Responsibilities

As an Associate Financial Planner, you will be responsible for supporting financial planners with their client relationship management and assist in providing wealth management and financial planning services to new and existing clients. You will also be the back-up to the Portfolio Manager, which is a key role in our client service model.

  • Prepare and provide analysis for client review meetings including scenario modeling, cash needs, asset allocation etc.
  • Create financial planning strategies for tax planning, insurance, estate planning, long-term care, tax efficient distributions, etc.
  • Oversee portfolio models, rebalancing, and trade recommendations, working with our full-time Portfolio Manager.
  • Serve as back-up to the Portfolio Manager during times of leave, peak times, and as needed.
  • Communicate with client’s professional advisors (CPA, Estate Attorney, Mortgage Broker).
  • Work collaboratively with our team to deliver a great client experience.

Qualifications

  • Personal Financial Planning experience to high-net-worth clients or related accounting experience, such as tax preparation and planning is a plus.
  • Willingness to pursue the Certified Financial Planner (CFP®) designation in the next few years.
  • Investment experience and/or knowledge is a plus.
  • Strong listening skills and a warm, caring, and empathetic personality.
  • Strong written communication skills.
  • Strong analytical skills and attention to detail.
  • Exemplary work ethic, the willingness to go above and beyond for clients, and a sense of personal responsibility and initiative.

Company

ClearLogic Financial is a well-established fee-only financial planning and investment management firm seeking to enhance our team. We offer a great environment, enjoyable clients and excellent growth potential to help you reach your personal and career goals. We value our employees and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivering caring, collaborative, and comprehensive planning in a fiduciary business model.
Find Us
Telephone
7034763521
Location
11107 Sunset Hills Road
Suite 220
Reston
VA
20190
US

Apply for Associate Financial Planner

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

Click here to find out more about TopResume

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

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

Similar jobs