Financial Planner

Employer
Azzad Asset Management
Location
Remote or in the DC/MD/VA Area
Salary
Competitive salary & benefits package
Closing date
Dec 2, 2022

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required
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Job Details

In this role, you will be responsible for supporting the firm’s vision, mission and strategy. This position has the responsibility of managing existing client relationships and formulating and implementing advice.

You must be passionate about Islamic finance and working with American Muslims to help them get their financial lives in order.

As financial advisor/planner, you will:

  • Draft, present and implement financial plans
  • Conduct client review meetings, deliver presentations and answer client questions, make planning recommendations
  • Support the company in its marketing and business development efforts to achieve company goals
  • Participate in the completion of strategic initiatives and projects
  • Work with associate planners and client service representatives to deliver exceptional client service

JOB REQUIREMENTS:

  • 4 year undergraduate degree
  • Certified financial planner designation (CFP) or Chartered financial consultant designation is required (ChFC)
  • At least five years of experience in a similar role within the financial industry
  • Emoney or Money Guide Pro knowledge is highly desirable
  • Salesforce or equivalent CRM knowledge is highly desirable

SKILLS REQUIRED:

  • Ability to think critically and make appropriate decisions
  • Superior communication, interpersonal and client service skills
  • Ability to explain complex information simply and clearly
  • Adept at building strong client relationships

LOCATION

You will have the opportunity to work remotely if you reside in an approved state.

 

Company

Azzad is committed to providing halal (Islamically compliant) investment solutions and holistic financial planning to affluent American Muslim professionals. Founded in 1997, the firm has clients residing across the United States who are primarily physicians seeking to get their financial lives in order. With over $1 billion in assets we seek employees who are committed to our faith based investment philosophy. We strive to help our clients build their wealth without compromising their values. We believe that with wealth comes financial responsibility. Charitable planning and shareholder advocacy play a significant role in our services. 

Find Us
Website
Telephone
7032077005
Location
3141 Fairview Park Dr.
SUITE 355
Falls Church
VA
22042
United States

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