Financial Planning Associate

Chevy Chase Trust
Bethesda, Maryland
Salary commensurate with experience
Closing date
Nov 13, 2022

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Job Role
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
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Unique opportunity to work closely with our senior planners creating financial plans and customized reporting and analyses for clients and prospects.

Duties & Responsibilities

Develop and deliver tailored financial plans and updated existing plans as needed

Gather data for each relationship by interfacing with a variety of professionals inside and outside the firm

Assist in addressing one-off client questions and create Excel spreadsheets to support results

Research laws and regulations on planning issues and effectively communicate to team members

Other duties as assigned

Selection Criteria

Must be enrolled or have completed an educational program in financial planning leading to certification as a CFP® and/or CPA/PFS

Excellent verbal and written communication skills

Manage time/stay organized in order to work on multiple projects at once with keen attention to detail

Work both independently and collaborate with colleagues in the planning group and throughout CCT

Demonstrate reliability by following through on commitments and meeting deadlines

Experience with eMoney Advisor and other planning software strongly preferred

Intermediate to advanced proficiency using Microsoft Office (Excel, in particular)

Candidate who is detail oriented, eager to learn and takes direction well


Two+ years professional experience in an office environment with either previous work experience in financial planning/financial services or prior education in this field.

Bachelor’s Degree, preferably in Financial Planning, Finance, Accounting, Economics.

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