SBSB Financial Advisors has a current opening for a Manager of Financial Planning to join our Wealth Advisory Practice in McLean, VA. This position works collaboratively on a client service team to provide financial planning, investment management and tax services for our clients.
As an SBSB Manager of Financial Planning you will be mentored by and work alongside our deeply experienced CERTIFIED FINANCIAL PLANNERTM professionals, Certified Public Accountants and CFA charterholders and will have direct client interface addressing financial planning strategies and questions.
Key Manager of Financial Planning Responsibilities:
Prepare and deliver comprehensive financial plans including cash flow management, risk management, investment planning, tax planning, retirement planning and estate planning.
Determine assumptions to be used for all analyses.
Develop models in Excel to analyze clients’ situations.
Review and summarize complex estate planning documents.
Analyze insurance and client employee benefits.
Review financial plans prepared by Associate/ Senior Associate Financial Planners.
Contribute to firmwide projects for continuous improvements to processes.
Prepare and review income tax projections and returns. Present findings to clients during routine client meetings.
Correspond with clients to coordinate quarterly estimated tax payment strategies and other pertinent tax calculations.
Consult with clients regarding tax considerations of any step in the financial planning process.
Prepare and deliver client meeting follow-up and deliverables as needed.
Maintain ongoing communication with the client and coordinate with Operations Specialists on complex issues.
Support Directors and Senior Directors in relationship management duties.
Communicate effectively to clients about financial planning, tax and investment management strategies.
Review investment plans, investment policy statements, dollar cost averaging schedules and trades.
Support Directors and Senior Directors in developing investment strategy for clients.
Analyze stock options and concentrated stock positions and recommend divestiture strategies.
Bachelor’s Degree required; major in Accounting, Finance, Economics or Business preferred.
CFP® required and CPA, CFA, or MBA preferred.
Knowledge of the financial planning and investment planning processes, related services and client servicing needs.
Strong communication and analytical skills with ability to present complex data and information to clients.
Ability to coach, develop, and manage support staff.
About SBSB Financial Advisors
SBSB takes a thoughtful, thorough, and personalized approach to providing financial planning, portfolio management, tax, and fiduciary services to our clients.
SBSB Financial Advisors is committed to investing in our people and nurturing team members who embrace our philosophy of developing deep expertise, providing excellent client service, and putting clients’ needs first. Our collaborative, team-oriented environment results in exceptional opportunities for long-term professional development.