Senior Financial Planner - West Financial Services
McLean, VA 
Posted 11 days ago
Job Description
Senior Financial Planner - West Financial Services

About Us

At West Financial Services, we have spent over 40 years building a firm dedicated to taking a creative and ethical approach to growing and protecting our clients' wealth and prosperity. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do. We are seeking competent, motivated employees who share our commitment to being remarkable. To attract and retain these quality individuals, we provide a market driven salary administration program and a comprehensive benefits package. We take pride in offering a broad benefits program to its most valuable asset....our staff.

About The Job

West Financial Services is currently recruiting a Senior Financial Planner. If you are the chosen candidate, you will be responsible for preparing financial plans and managing the planning process, as well as developing a marketing plan to build on existing business. The Senior Financial Planner will provide support to the Director of Financial Planning and Retirement Plan Services by executing specific tasks related to comprehensive financial planning and retirement plan consulting services, maintaining client relationships, and developing additional work product as required.

Areas of focus:

Financial Planning Preparation and Development:
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. Demonstrate a broad base of knowledge across all areas of financial planning, including investments, insurance, tax management, retirement analysis and estate planning. Possess a solid understanding of investment markets and products.

Retirement Plan Consulting Services Support:
Provide support for the Director of Retirement Plan Services. Tasks include, but are not limited to, providing objective analysis and investment recommendations on retirement plans as a whole, monitoring investments on at least a quarterly basis, helping to develop services for retirement plan sponsors with fiduciary responsibility. Provide support in developing and presenting in-person and written education to plan participants. May respond to general questions on investments from plan participants. When appropriate, may refer plan participants to financial planning specialists within or outside of the firm. Requires a high level of independence.

Client Contact and Servicing:
Obtain information necessary to complete/revise a financial plan and/or evaluate retirement plan consulting strategy. Provide ongoing support and maintenance of client relationships, handle day-to-day client requests, and follow up to planning and retirement plan consulting projects. Participate in client/prospect meetings.

Marketing and Special Projects:
Conceptualize and develop potential marketing solutions to generate financial planning and/or retirement plan consulting work throughout the year. Handle special projects as assigned for both financial planning and retirement plan consulting areas, demonstrating initiative and increasing ability to complete assignments independently.

Required Skills:

  • Position requires a bachelor degree. Also requires a CFP or CEBS designation, or significant progress toward either designation.
  • Possess 4-6 years' experience in a financial services company, preferably with a financial advisor/financial planner.
  • Strong attention to detail and a strong aptitude for learning.
  • A variety of internal and external contacts requires interpersonal skills to effectively deal with all types of people.
  • 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, eMoney, BNA Income Tax Planner and Morningstar.
  • Strong commitment to client service.
  • Personal integrity and ability to discreetly handle confidential data.

Sandy Spring Bank requires COVID-19 vaccination(s) as a condition of employment for all employees. Submission of Covid-19 Vaccination Card is required if hired. Accommodations may be available for those who are unable to be vaccinated for medical or religious reasons.

West Financial Services, a subsidiary of Sandy Spring Bank, is an equal employment opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment and perform pre-employment substance abuse testing.

If you require a reasonable accommodation to apply for a position with Sandy Spring Bank, please call our job line at 1-800-399-5919 and select option 5. Requests are considered on a case-by-case basis.

Sandy Spring Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, disability, gender identity, veteran status, or any other characteristic protected by law. We maintain a drug-free workplace.


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
4 to 6 years
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