- Financial Planning Preparation and Development
- Sales and Client Support
- Marketing and Special Projects:
- Bachelors degree required; Finance, Accounting, Business or Economics preferred. Possession of the Certified Financial PlannerTM Designation, CFP, in good standing. LLM is a plus.
- 5 or more years experience as a financial planner working with High-Net-Worth Clients and Business Owners.
- Strong attention to detail and a strong aptitude for learning.
- Strong communication skills, both written and verbal.
- Strong analytical and problem-solving skills are required; problems are technically complex and require the collection, interpretation, and analysis of data from diverse sources.
- Excellent computer skills including Microsoft Office, MoneyGuide, and Wealth Studio,
- Strong commitment to client service.
- Personal integrity and ability to discreetly handle confidential data.
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Senior Financial Planner - Reston, United States - Sandy Spring Bancorp
Description
About Us:
Are you someone who seeks opportunity and has a true desire to grow your career with an organization that has enriched the lives of its clients and communities in the Greater Washington region for more than 150 years? If so, Sandy Spring Bank may be the perfect fit for you?
Sandy Spring Bank is a growing financial services company focused on creating real experiences for our employees, clients, shareholders and communities. ?We are proud to have been certified as A Great Place To Work, recognized by TheWashington Post and the Baltimore Sun as a Top Workplace, by Forbes magazine as the #1 Bank in Maryland. It is our employees who play an integral role in shaping who we are as a company and upholding what matters most to us: people and relationships.?
To help us attract the highest quality individuals, we offer a comprehensive benefits package to those who qualify. We offer competitive market salaries, paid time off, multiple retirement savings options, full health care options, life insurance, health care and dependent care flexible spending accounts, career development opportunities, tuition assistance and volunteer opportunities. We are proud to offer those, and so much more, making Sandy Spring Bank a remarkable place to work and build a career.
About the Job:Sandy Spring Bank is currently recruiting for a Senior Financial Planner. The Senior Financial Planner is responsible for preparing financial plans and managing the planning process. In addition, the Senior Financial Planner will provide support to the Director of Financial Planning by executing specific tasks related to comprehensive financial planning, and developing additional work product, as required.
MAJOR JOB ACCOUNTABILITIES:
Develop financial plans from start to finish under the supervision of the Director of Financial Planning. Collect, validate, and analyze financial data. Input data into financial planning software and develop initial planning recommendations. Conduct plan presentation meetings with clients either in person or use of video technology. Be a subject matter expert in a full range of financial planning areas, including cash flow management, debt management, retirement planning, estate plan review, business succession planning, insurance/risk management, employee benefits review, tax analysis, investment management and education planning.
Provide support to Business Development, Portfolio Managers and Trust Officers in the acquisition and retention of client relationships. Responsible for conducting regular plan reviews with financial planning clients. Coordinate meetings and presentations with SST Team.
May conduct seminars for internal and external partners, and Centers of Influence. Provide input to the evolution of the Financial Planning Offering. Complete special projects as assigned.
Required Skills:KNOWLEDGE, SKILLS, AND ABILITIES:
SPECIFIC PHYSICAL REQUIREMENTS:
Work requires reasonable mobility in and around the work area. Ability to use standard computer and phone systems is required
WORKING CONDITIONS:
Normal office environment where there is almost no discomfort due to temperature, dust, noise, or other disagreeable elements.
Work includes little or no potential exposure to hazardous conditions.
Must be able to travel to remote company and/or client locations.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Additional Information:Sandy Spring Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
If you require a reasonable accommodation to apply for a position, please call our job line at and select option 5. Requests are considered on a case-by-case basis.
Sandy Spring Bank partners with various job boards to advertise our openings. Please visit our website, to confirm the validity of the job posting to avoid any potential fraudulent activity. We encourage and recommend all candidates to apply via our website.
