At Steigerwald, Gordon & Koch Inc. (SGK Wealth Advisors) we are a growing fee-only registered investment advisor with over $600 million of client assets under management. We are seeking a dynamic and outgoing financial planner who will work as part of the wealth management team in all aspects of marketing our company’s services as well as maintaining and strengthening relationships with clients. SGK Wealth Advisors is a member of Charles Schwab & Co.’s Advisor Network program and a new planner to the firm will be required to travel to various Schwab branches and work with new referred clients to our firm. We emphasize a high level of client service and responsiveness here at SGK.
You must be a self-starter and problem solver who is able to work effectively in a team environment.
Roles and Responsibilities:
Market SGK’s services to new referred prospects from existing clients, Schwab Advisor Network or other professionals.
Enhance client relationships through the planning process, client meetings, and follow-up tasks. Client meetings can be at our office, Schwab offices and other client locations.
Act as an independent consultant and liaison to estate attorneys, accountants, or insurance professionals for clients.
Utilize state of the art technology to increase engagement in client meetings.
Be responsive to client phone calls and emails.
Experience: 3+ years Financial Planning preferred
Education: A B.S. degree in Finance, Economics, Accounting, or Business is preferred and a completion of a CFP Board-Registered certification program.
Additional Salary Information: Health/Dental insurance included, 401k plan, and paid time off
About Steigerwald Gordon & Koch
Steigerwald, Gordon & Koch Inc. (SGK) has been providing unbiased fee-only Wealth Management Services to our clients since 1995. We are registered with the Securities and Exchange Commission (SEC) and are active members of the community through our involvement in non-profit organizations and the Loudoun Chamber of Commerce. We have eight team members with over 150 years of collective experience in the financial services industry. Our detailed biographies on the back of this page. We work closely with our clients and their other professional advisors to develop a customized plan to help them achieve their financial goals, allowing them more time to focus on their business and family.