Chevy Chase Trust · 1 day ago
Financial Planner
Bethesda, MD
Full-time
Onsite
Mid Level
$90K/yr - $125K/yr
3+ years expChevy Chase Trust is a privately owned investment think tank that specializes in personalized financial advice and planning. They are seeking a Financial Planner to provide tailored financial planning services, collaborating with various professionals to acquire and retain clients while ensuring comprehensive financial solutions.
Financial Services
Responsibilities
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
Qualification
Required
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)
Preferred
B.S. in Finance, Accounting or Economics preferred
Certified Financial Planner (CFP®) certification is beneficial
Will consider additional experience in lieu of education/certification
Benefits
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!
Company
Chevy Chase Trust
Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Joel Friedman
Chief Financial Officer
Antoaneta Borisova
Internship Mentor in partnership with Urban Alliance
Company data provided by crunchbase