Financial Planner Salary at Pr News BETA

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. Position Summary: Chevy Chase Trust is seeking a seasoned professional Financial Planner who will deliver comprehensive, tailored financial planning to Chevy

Job Description: Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them. Responsibilities: Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understanding of financial planning, investments, and tax planning. Be an active part of a collaborative team and share best practices. Assist our engineering and product teams with prioritizing and creating product plans and roadmaps. Research and present investment strategies. Coordinate tax filing and estate planning. Qualifications: Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar 5-8+ years experience

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strat

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strat

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strat

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strat

*** THIS IS NOT A REMOTE POSITION *** At Greenspring, our Core Purpose is to “help every person live their ideal life” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to: Own your future with defined career paths and tools, coaching, and support to help you create the future you want Thrive in a great culture where you’ll be a part of a team of people who are committed to each other’s success Make a lasting impact on the lives of our clients through the camaraderie of working for a common goal with your peers The Financial Planner role will support both firm Practice Groups: For the Private Client Team, the Financial Planner will be preparing complex and comprehensive financial plans for our private wealth clients. The individual will be responsible for gathering client data, researching creative financial planning solutions, inputting data into financial planning software tools, and making basic recommendations on client fina

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strat