Growing Fee only- RIA firm seeks an Associate Financial Advisor to become part of its dynamic company. We are looking for someone who has skills in financial planning, investments and tax strategies coupled with a passion for helping others. In our team-based organization, we put the needs of the client first. Because of this, we are growing rapidly. In this role, some of your responsibilities would include:
Work with Clients – You will be involved in preparing for client meetings, scheduling, communications, meeting agendas, notes and follow-up. You will get to know our clients and have several assigned to you as you take on more client-facing responsibilities. Develop and Document Processes – We document all our processes. You will be integral to this project and a driving force to achieving this goal. One of the ways you will learn the job is helping the managing partner document everything we do. Prepare Tax Projections – If you have tax experience – great. If not, we will teach you what you need to know to deliver the comprehensive service our clients expect from our firm. Potential to Grow – We are looking for someone who can grow with the company. We would expect that you would fill one of several key positions that will be needed in our expanding organization.
You will have an big part in the rebalancing and planning process
The above bullets are very important for so many reasons. We are not just looking for a body to fill a position, rather, we are looking for an associate who is willing to learn, grow and be part of our company’s energetic and dynamic culture. We are very particular about who we add to our great team.
If the above bullets describe you and you want a chance to both grow a company and grow with a company, then we want to hear from you.
So should you apply?
Our company culture, our values and our focus on the customer are the backbone of our success. We hire team players, go-getters, self-starters, and really smart people for a reason. Ethics are everything when it comes to success and it’s important to hire the right person.
Send us your resume. In the subject line write “I am the financial advisor you are looking for and here is why.” In the body of the email tell us why you’d be perfect for this position and attach your resume.
So, if you bring the right background and experience, if you are a quick learner, self-starter, work well with others, and love the details, then we may have a spot for you. We can assure you that there will never be a dull moment; that you will really enjoy your coworkers and you will get psyched about work. If you think you are a perfect fit and want to learn more then apply now. We look forward to hearing from you.
So, who should apply for this job?
BS/BA in accounting, finance, economics or business strongly preferred. Will consider combination of other degrees and experience
Two years of financial industry experience and/or CPA, CFP, EA or other relevant designations/licenses
Mid- to high-level skills in Excel, Word, PowerPoint and other Office products
Ethics and integrity at the highest level with the ability to guard client confidentiality
High degree of accuracy and attention to detail
Follows processes, handles time and task management with efficiency
Demonstrated excellent written and oral communication skills
Warm and friendly personality with the ability to connect with people and gain trust
Team player. Working in a small business requires that you wear many hats
Ability to work independently – self-motivated
Internal Number: president
About Sherman Wealth Management
Fee-Only Financial planning/investment management RIA in gaithersburg, MD