Financial Planner

B.F. Saul Company•Bethesda, MD

6d•$90,000 - $125,000

About The Position

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus. We are looking for a Financial Planning professional who will deliver comprehensive, tailored financial planning to Chevy Chase Trust’s clients and prospects. The individual will work closely with a team of business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officers to assist in the acquisition of new clients and to retain, expand, and deepen existing relationships.

Requirements

3+ years of experience as a financial planner.
Bachelor’s Degree is required.
Outstanding written and oral communication skills
Ability to effectively interact with colleagues and with clients and their advisors
Excellent organizational skills and ability to prioritize multiple tasks
Demonstrate reliability by following through on commitments and meeting deadlines
Strong attention to detail
Advanced proficiency with Microsoft Office (particularly Excel)

Nice To Haves

B.S. in Finance, Accounting or Economics preferred.
Certified Financial Planner (CFP®) certification is beneficial.
Will consider additional experience in lieu of education/certification.

Responsibilities

Cash flow and scenario analysis
Executive compensation
Retirement planning and funding sources
Insurance coverage and adequacy
Education planning
Estate planning
Collaborate with clients’ tax and legal advisers to devise and implement holistic solutions.
Serve as a subject matter expert and resource on matters of financial planning and some estate planning for clients, prospects and CCT colleagues.
Maintain knowledge and understanding of current issues in financial planning as well as income, estate & gift tax laws relevant to our business.
Frequent meetings with clients and prospects and requires outstanding communication skills.
Serve as a representative for Chevy Chase Trust within the regional financial and estate planning community.