Financial Advisor, Personal Financial Planner, Wealth Management, Wealth Manager
4 Year Degree
ClearLogic Financial is looking for a Financial Planner (CFP®) for our team in Reston, VA. As a Financial Planner, you will be responsible for client relationship management and will be providing wealth management and financial planning services to new and existing clients. This position will also play a key role as backup to the Portfolio Administrator. The first few months on the job will be training in our portfolio management processes and software.
Prepare and provide analysis for client review meetings including scenario modeling, cash needs, asset allocation etc.
Create financial planning strategies for tax planning, insurance, estate planning, long-term care, tax efficient distributions, etc.
Oversee portfolio models, rebalancing, and trade recommendations, working with our full-time Portfolio Administrator
Serve as back-up to the Portfolio Administrator during times of leave, peak times, and as needed.
Communicate with client’s professional advisors (CPA, Estate Attorney, Mortgage Broker)
Work collaboratively with our team to deliver a great client experience
What We Offer
Competitive salary and the opportunity for performance-based bonuses
Opportunity to serve as a Trusted Advisor and build deep, caring relationships with a meaningful impact
Full benefits including company paid health, dental, vision, vacation, sick time, 401(k) with company contribution and profit sharing plus a defined benefit plan.
Additional Perks such as:
Company issued laptop
Core business hours but flexibility when needed for family events, exercise, etc.
Continuing education budget and conferences
NAPFA Corporate Membership
At least 3 years of Personal Financial Planning experience to high net worth clients
CFP Designation or Candidate
CPA a plus
Undergraduate or advanced degree
Financial planning experience with a Registered Investment Advisor (RIA) or in a financial advisory setting
Investment experience and/or knowledge
Strong listening skills and a warm, caring, and empathetic personality
Strong written communication skills
Exemplary work ethic, the willingness to go above and beyond for clients, and a sense of personal responsibility and initiative
Strong analytical skills and attention to detail
Experience utilizing CRM systems and comfort with FinTech solutions such as MoneyGuidePro, Redtail, and Portfolio Center
Computer skills utilizing programs such as Excel, Word and PowerPoint
About ClearLogic Financial
ClearLogic Financial is a well-established fee-only financial planning and investment management firm seeking to enhance our team. We offer a great environment, enjoyable clients and excellent growth potential to help you reach your personal and career goals. We value our employees and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivering caring, collaborative, and comprehensive planning in a fiduciary business model.