The Financial Planner will provide tailored financial planning, collaborate with a team for client acquisition, and maintain industry knowledge, requiring strong communication skills and 3+ years of experience.
Company Overview:
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:
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.
Summary of Competitive Benefits & Perks:
- Health/Medical Insurance including Dental and Vision
- 401(k) with company match
- Paid time off
- Bonus/Target Incentive
- Tuition Reimbursement
- Complimentary usage of modern in-house fitness center
- On-premise full-service dining center discounts
- Discounts via the company’s EAP
- Monthly Employee Recognition Programs
- Referral bonus
- Pre-tax transportation options
- Plus more!
Core Company Competencies
- Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
- Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
- Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
- Teamwork: Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals.
Duties & Responsibilities of a Financial Planner: Areas of technical expertise should include:
- Cash flow and scenario analysis
- Executive compensation
- Retirement planning and funding sources
- Insurance coverage and adequacy
- Education planning
- Estate planning
- The individual will collaborate with clients’ tax and legal advisers to devise and implement holistic solutions.
- Responsibilities include serving as a subject matter expert and resource on matters of financial planning and some estate planning for clients, prospects and CCT colleagues.
- In this role, the qualified candidate is expected to maintain knowledge and understanding of current issues in financial planning as well as income, estate & gift tax laws relevant to our business.
- This position involves frequent meetings with clients and prospects and requires outstanding communication skills.
- The individual will serve as a representative for Chevy Chase Trust within the regional financial and estate planning community.
Selection Criteria of a Financial Planner:
- 3+ years of experience as a financial planner.
- Bachelor’s Degree is required. B.S. in Finance, Accounting or Economics preferred.
- Certified Financial Planner (CFP®) certification is beneficial.
- Will consider additional experience in lieu of education/certification.
- 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)
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected] or 301-986-6000.
Equal Opportunity Employer/Veterans/Disabled
Top Skills
Excel
MS Office
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