Financial Planner

Location
Vienna, Virginia
Posted
Oct 18, 2019
Closes
Jan 16, 2020
Employment Type
Full Time
Level
Experienced

VWG Wealth Management for Financial Planner

Background

Located in Vienna, Virginia, VWG Wealth Management is an advisor-owned financial services company providing financial services to high net worth families and individuals.  VWG Wealth Management has been nationally recognized on the 2019 Forbes Top Advisor List and 2019 Barron’s Top 100 Advisor List.  The firm was also listed on the Washington Business Journal’s 2019 Best Place to Work.

Overview

VWG Wealth Management is seeking to add a Financial Planner to its growing 14-person team. The Financial Planner will work closely with VWG clients to understand their current financial situation by preparing and/or updating financial plans and providing recommendations to achieve short- and long-term financial goals.  The ideal candidate will be an effective communicator with analytical problem-solving skills.

Responsibilities

  • Manage and oversee financial planning process for all VWG Wealth Management and its clients
  • Serve as primary point of contact for gathering and inputting client financial information needed to construct financial plans
  • Assess client’s overall financial picture, developing various scenarios and recommending appropriate solutions based on client’s situations and goals
  • Prepare client deliverables and participate in client review meetings
  • Work closely with lead advisor to obtain feedback on financial plans to ensure comprehensive financial plans are completed accurately
  • Keep current on financial planning topics such as: wealth transfer strategies, complex retirement needs, education planning, tax planning and other relevant topics
  • Responsible for full functionality and handling of financial planning software
  • Cultivate client relationships and proactively schedule and conduct annual financial plan reviews
  • Continuously monitor client’s financial situation with detail
  • Collaborate with VWG team to deliver exceptional advice with focus on accuracy, timeliness and accountability for client’s future

Desired Skills and Experience

  • Strong communication and interpersonal skills
  • Detail oriented with ability to organize data and manage the planning process
  • Comfortable speaking with clients and showing high level of expertise in financial planning process
  • Excellent written and verbal skills
  • Familiarity with retirement analysis, estate-planning analysis, education-funding, risk management needs
  • Ability to manage multiple tasks at once while completing necessary analysis on each

 



Job Experience

  • 5 years experience in financial planning and/or wealth management industry

 

Education/Training/Licenses

  • CFP and FINRA Series 65 License preferred
  • Knowledge of eMoney or Money Guide Pro a plus