One of the DC area’s most highly respected financial planning and investment management firms has a position for a Certified Financial Planner or Financial Planning Associate. We are seeking a professional with at least 5 years of relevant experience and a Certified Financial Planner (R) designation. The successful candidate should have strong analytical, communications and organizational skills, and be able to work both as a self-motivated starter and as part of a strategic Team. We develop customized financial & investment plans for High Net Worth Individuals, Private Foundations & Pension Plans. Financial Planning experience, including assisting affluent individuals with the development and maintenance of retirement plans & investment asset allocations, is required. We offer competitive salary and benefits, including health, disability & life insurance benefits, company matched 401k retirement plan and bonus potential. Opportunity for advancement. We are conveniently accessible by Metro.

• Location: Rockville MD
• Compensation: Based on Value & Experience
• Principals only. Recruiters, please don’t contact this job poster.
• Please, no phone calls about this job!
• Please do not contact job poster about other services, products or commercial interests.