14 Jobs in Mc Lean, VA
CNI Consulting Inc. is Hiring a Financial Planner Near Mc Lean, VA
FINANCIALPLANNER
Overview
Our client iscurrently seeking an experienced Financial Planner to join their growing teamin their McLean, VA office.
The Financial Planner will embrace technology, enjoya collaborative environment, and value serving clients in a fiduciary capacity.The Financial Planner will work in our financial planning department with otherexperienced financial planners and collaborate with financial advisors toprovide comprehensive wealth management solutions to our clients. The opportunitywill allow you to develop and gain access to outstanding market and growthopportunities, while adding stability and capacity to the overall businessoperation.
Duties and Responsibilities
- Provide daily support to the Financial PlanningDepartment, conduct financial planning research, and assist in the preparationof customized comprehensive financial plans and portfolios for clients
- Create and deliver suitable investment strategies foreach client based on their personal financial situations
- Coordinate client service needs with internal andexternal team members and provide support to the overall client experience
- Stay updated on significant changes or developments withinthe fields of financial planning and investments, including taxation, regulatory, legal, competitive, andtechnical updates
- Maintain an in-depth understanding of compliance,regulatory, and departmental policies and procedures
- Complete the necessary training and experience toobtain your CFP® certification and/or maintain required designations
- Mentor and train paraplanners
Requirements
- Bachelor’s degree in Business, Economics, FinancialPlanning, or other related fields
- CFP® Designation preferred
- A minimum of 5 to 10 years of financial planningand/or client relationship management experience
- Fundamental knowledge and hands-on experience workingwith financial planning software
- In-depth knowledge of key financial planning concepts
- Excellent verbal and written communication skills,with a focus on relationship building and management with the team and clients
- Excellent attention to detail and time managementskills with a proven ability to meet deadlines
- Excellent project management skills with the abilityto prioritize and track multiple tasks
- Strong analytical and problem-solving skills
- Must be able to work independently and as a teamplayer
- Proficient withMicrosoft Office Suite or related software on an intermediate to advanced level
Benefits
- Competitive compensation
- Health benefits (medical, dental, vision, etc.)
- A bonus program based on individual performance andcompany success
- A 401(k) retirement plan with company match
- A fun and friendlyteam of colleagues
Job Summary
Full Time
Skilled Nursing Services & Residential Care
$116k-137k (estimate)
03/09/2024
07/09/2024
cniconsulting.com
Cleburne, TX
<25
Skilled Nursing Services & Residential Care
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The job skills required for Financial Planner include Problem Solving, Attention to Detail, Written Communication, Economics, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.
If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Planner job description and responsibilities
Financial planners primarily assist with financial and lifestyle planning.
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Budgeting and cash flow analysis.
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These companies or consultants can offer advice, or may be registered to sell financial products.
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Preparing and consolidating financial forecasts and models as required.
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Collect all documents required to create a complete financial plan.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planner jobs
To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
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Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.
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The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
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They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
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Gives a solid foundation for understanding types of financial circumstances and options.
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Step 3: View the best colleges and universities for Financial Planner.
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