Wolf Group Capital Advisors (WGCA) is a boutique RIA firm, based in the Washington, D.C. metro area, specializing in comprehensive wealth management. 

Our mission is to empower clients to define their goals, achieve financial freedom, and lead fulfilling lives. We are passionate about advising, and we understand that financial success means different things to different people. Planning is a key component of what we do. 

WGCA evolved out of our sister firm specializing in international tax solutions. Today, we serve individuals and families in the Washington, D.C. metro area as well as across the US and internationally. We are a dedicated team that embrace our core values of curiosity, integrity, professional excellence, collaboration, and unyielding focus on client service. 

Job description

As a key member of the financial advisory team, the Financial Planning Specialists primary responsibility will be to accurately run client financial plans in eMoney and create customized analyses/reports as need be.

This is not a sales role and candidate will not have direct advisory oversight over a book of business.

The ideal candidate:

You have exemplary analytical skills and adept at evaluating all aspects of a clients financial picture, e.g., retirement planning, investments, education planning, insurance, etc.

You would serves as a go-to person, able to assess situations, and make effective and timely decisions, and takes a solutions-oriented approach to all tasks

You're a self-starter that is able to take direction and prioritize workload

You thrive in a highly collaborative environment where people share ideas and innovate

Intellectually curious and takes interest in the people and world around you

Primary responsibilities

As a Financial Planning Specialist, you will:

Apply your deep knowledge of the planning process to produce financial projections using financial planning software.

Create customized reports as requested by Advisors.

Evaluate and make recommendations related to clients retirement planning, pensions, survivors needs (insurance), 529 Plans, and other planning opportunities.

Support Advisors in meetings, analysis, development of financial plans, etc.

Your Background and Qualifications:

Bachelors degree in Finance, Accounting, Economics, or a related field.

3-10 years of financial planning / wealth management experience, either in a client facing or support role.

CFP or currently working towards certification

Series 65 license

Special consideration will be given to candidates who have at least 2 years of experience working with eMoney

Preferred: experience with Salesforce

You have excellent written and verbal communication skills

Uncompromisable integrity