Financial Planning Associate | McLean, Virginia

Reference Number: DW6329
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 Associate. This individual will work collaboratively on a client service team to provide financial planning, investment management and tax services for firm clients. The ideal candidate will have a dedicated interest in financial planning.

Responsibilities:

Financial Planning

  • Prepare comprehensive financial plans including:
    • cash flow management
    • risk management
    • investment planning
    • tax planning
    • retirement planning
    • estate planning

Tax

  • Prepare tax projections and tax returns of moderate complexity.

Client Service

  • Maintain ongoing communication with the client and coordinate with Operations Specialists on complex issues.

Requirements:

  • Entry level to 5 years financial planning experience.
  • Bachelor’s Degree required; major in Accounting, Finance, Economics or Mathematics preferred.
  • Knowledge of the financial planning process, related services and client servicing needs.
  • Strong analytical skills with the ability to work with professionals across all levels of the organization.

Compensation:

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

Location:

McLean, Virginia

Reference Number: DW6329

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