Windward Recruiting

Associate Financial Advisor

Windward Recruiting

full-time

Posted on:

Location Type: Hybrid

Location: Washington, D.C. • Washington • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $80,000 - $90,000 per year

About the role

  • Serve as a primary point of contact for clients’ financial planning related inquiries (via phone or email), ensuring clients understand their options and the implications of any recommended planning strategies
  • Prepare for and participate in semi-annual review meetings with clients
  • Create and update financial plans for clients and present in client meetings
  • Work with outside consultants on tax, insurance, and mortgage to ensure the best outcome for clients
  • Coordinate with Client Service team to ensure data and document requests are fulfilled
  • Assist with trading and rebalancing client accounts

Requirements

  • 2 years of financial services experience
  • CERTIFIED FINANCIAL PLANNER (CFP®) designation, or currently enrolled in a CFP program
  • Desire to learn more about tax and executive compensation and progress through designations in those areas
  • Ability to manage your own workload – we do not micromanage
  • Organization skills & attention to detail
  • Ability to track outstanding tasks to ensure great follow-through for our clients
  • Ability to communicate well
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Experience with our systems is not required, but is a plus: Wealthbox, Advyzon, AssetMap, Holistiplan, Pontera, Jump, TaxStatus, Trayecto, Schwab Advisor Center
Benefits
  • 4 weeks PTO plus 10 paid holidays
  • 401(k) retirement plan with 3% automatic employer contribution
  • Health care stipend
  • Professional, Fun, Motivating Atmosphere
  • Opportunity for career growth and possibility of firm equity in the future
  • Hybrid working environment with Mon and Fri remote working days
  • Firm sponsored education plan for tax and executive compensation knowledge, with the goal of obtaining the Enrolled Agent designation
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningtax knowledgeinsurance knowledgemortgage knowledgetradingrebalancing
Soft Skills
communicationorganizationattention to detailtask managementproblem-solvingprioritization
Certifications
CERTIFIED FINANCIAL PLANNER (CFP®)