The Senior Financial Planner’s primary focus will be managing client relationships and supervising and fostering the growth of staff. The Senior Financial Planner will provide comprehensive financial management advice to clients while working alongside the investment directors. This position has outstanding opportunity for career growth. Smith & Howard Wealth Management provides a first-class client experience, serving as the “Family CFO” to affluent individuals, families and businesses. Our goal is to provide financial peace of mind by bringing clarity to the financial planning and investment process. Essential Duties and Responsibilities include:
Preferred but Non-Essential Duties include:
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Skills and Experience Needed:
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1425 K Street NW #800, Washington, DC 20005
phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | mail@cfpboard.org
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