What we need

We’re seeking a motivated, curious, and experienced financial planner to manage existing relationships as well as proactively identify and meet clients’ needs. This person will also be responsible for helping to mentor and coach Residents in Financial Planning and Associate Financial Planners. The ideal candidate must have an upbeat mentality and be capable of managing the daily needs of a growing financial planning practice. A book of business is not required nor is attracting new clients.

We have two office locations, one on the outskirts of Washington, DC in Tysons Corner, VA, and the other in the mountains of southwest Virginia in Blacksburg. We are currently working remotely with a small rotating group in our Blacksburg office so this position is open to anyone willing to work east coast hours.

This is a 45-50 hours/week position with the possibility of 60 hours/week during tax season and at the end of the year given our heavy emphasis on tax planning. We are a five-year-old, quickly growing company so while our goal is to reduce the number of hours to 40, we’re not there yet.

What you’ll do

As a Lead Financial Planner, you’ll be a subject matter expert helping to evolve and refine how we engage clients. This role requires a self-motivated individual who can run multiple initiatives with sensitivity to deadlines. Below are a few examples of the work you’ll perform on a day-to-day basis:

+ Be the go-to person for client questions, advice, and implementation for roughly 75-100 clients

+ Complete tax projections to determine estimated tax payments, Roth conversion amounts, and/or charitable planning opportunities within BNA Income Tax planner and Holistiplan

+ Create and present a retirement projection utilizing safe and sustainable withdrawal rates

+ Develop student loan payoff analysis based on the various repayment plan options

+ Propose an appropriate investment allocation, educate the client, and place the necessary trades in Morningstar

+ Educate clients on the merits of a revocable trust vs. a will

+ Ensure clients are adequately covered in the case of pre-mature disability or death and that the survivor and any children would be able to continue their lifestyle

+ Maintain best practices in changes in technology and regulatory issues and how they may impact the company

+ Evaluate ways to improve and streamline client interaction and financial plan delivery

+ Be a hands-on leader focused on excellent and consistent delivery of advice

+ Work within our software package (RedTail, Morningstar, Microsoft Office Suite, and BNA Income Tax Planner, Holistiplan, and RightCapital)

+ Assist with developing all members of the planning team through coaching and training

+ Change lightbulbs, figuratively speaking! We’re a small company so there are times we all pitch in to do everything!