Financial Planner
Financial Planner
Posted on :
07-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
07-04-2025
Job Description
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 decisionmakers 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 wayswith a singular focus.
Position Summary:
Chevy Chase Trust is seeking a Financial Planningprofessionalwho will deliver comprehensive tailored financial planning to Chevy Chase Trusts clients and prospects. The individual will work closely with a team of senior financial planners 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 inhouse fitness center
- Onpremise fullservice dining center discounts
- Discounts via the companys EAP
- Monthly Employee Recognition Programs
- Referral bonus
- Pretax transportation options
- Plus more!
Duties & Responsibilities of a Financial Planner: Areas of technical expertise should include:
- Cash flow and scenario analyses:
- Executive compensation
- Retirement planning and funding sources
- Insurance coverage and adequacy
- Education planning
- Estate planning
- Prepare customized analyses to address oneoff client questions and develop Excel spreadsheets to support results.
- Work with CCTs attorneys to map out advanced estate planning strategies and determine their longterm impact.
- Help the financial planning group stay abreast of current issues in financial plannings as well as tax and estate/gift tax laws relevant to our business.
- Collaborate with CCTs business development officers relationship managers portfolio managers estate planning attorneys and senior trust officers to create and update financial plans.
- Help senior planners with meeting followup including following up with clients to ensure todos have been completed and asking clients for additional information as needed.
- Assist in logging meetings and meeting notes in the CRM system.
- Act as a specialist on general tax related matters as they come up.
Selection Criteria of a Financial Planner:
- 5 years of experience as a financial planner or in a similar field
- Bachelors Degree is required. B.S. in Finance Accounting or Economics preferred.
- Certified Financial Planner (CFP) certification is required
- Will consider additional experience in lieu of education/certification
- Outstanding written and oral communication skills
- Ability to effectively interact with all levels of employees within the organization and with clients and their advisors
- Excellent organizational skills and ability to prioritize multiple tasks
- Strong attention to detail
- Advanced proficiency with Microsoft Office (particularly Excel)
- Ability to handle confidential information appropriately
- Demonstrate reliability by following through on outstanding items and commitments and meeting deadlines
$85000 $120000 a year
The actual base pay offered is determined by several variables including as appropriate the applicants 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 Trusts total compensation package which also includes access to or eligibility for healthcare benefits a 401(k) plan shortterm and longterm 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 contactor.
Equal Opportunity Employer/Veterans/Disabled
Employment Type
Full-Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
