Financial Planning Manager | McLean, Virginia

Reference Number: DW6328
Location: McLean, Virginia

Judson Group has been retained by a highly regarded and quickly growing RIA in the D.C. Metro area in the search for a Financial Planning Manager. This individual will work collaboratively on a client service team to provide financial planning, investment management and tax services for firm clients.

Responsibilities:

Financial Planning

  • Prepare and deliver comprehensive financial plans including review of stock options, employee benefits, insurance policies, estate planning, beneficiary designations and asset titling.
  • Review financial plans prepared by Associate Financial Planners.
  • Take a leadership role in team and firm projects/assignments.

Tax

  • Prepare tax projections and tax returns of moderate complexity.
  • Correspond with clients to coordinate quarterly estimated tax payment strategies and provide voucher forms.
  • Consult with clients regarding tax considerations of any step in the financial planning process.

Client Service

  • Prepare and deliver client meeting follow up and deliverables as needed.
  • Maintain ongoing communication with the client and coordinate with client service team specialists on complex issues.
  • Assist Directors and Managing Directors in relationship management duties.
  • Explain financial planning, tax and investment management concepts and strategies to clients through both written and oral communication.

Requirements:

  • Bachelors Degree required; major in Accounting, Finance, Economics or Mathematics preferred CFP, CPA, CFA, or MBA required.
  • Five or more years relevant work experience.
  • Knowledge of the financial planning process, related services and client servicing needs.
  • Strong communication and analytical skills with ability to present complex data and information to clients.

Compensation:

  • Competitive base salary.
  • Bonus potential based on individual goals and company performance.

Location:

McLean, Virginia

Reference Number: DW6328

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