Financial Planner

Financial Planners - Join Our Award-Winning Team and Top 20 Registered Investment Advisor firm in the Washington DC/Northern Virginia Market!

Halpern Financial, Inc., a fee-only independent RIA firm with offices in Rockville, MD, Ashburn, VA and Naples, FL, seeks a financial planner to join our collaborative team environment. The primary function of this position is to analyze clients’ current financial position and create financial plans to meet their future goals and needs.

The ideal candidate for this position has a strong motivation to work in the financial planning field. A foundational knowledge of personal finance, including cash flow management, debt management, investing basics, retirement planning, taxes, insurance, college funding and estate planning is desired, but not required.

A commitment to being a fiduciary, a high standard for client service, teamwork, and an enthusiasm for continued education and professional growth are a given in this work environment.

1. Gain a thorough understanding of clients’ financial lives and proactively identify issues or opportunities for clients to achieve their financial goals.
2. Work collaboratively to develop solutions and ensure action items are completed on a specified timeframe for clients.
3. Follow processes to ensure a consistent high quality of client service.
4. The role is not predominantly client-facing, but the ideal candidate is comfortable communicating concepts to clients in person, via email and over the phone when needed.
5. This role does not have production requirements.

1. Creative problem solver with critical thinking skills to question assumptions and ensure the accuracy of financial analysis
2. Integrity, honesty and professionalism
3. Strong math, analytic and writing skills
4. Attention to detail in written communications with clients.
5. Time management and organizational skills
6. Tech-savvy and eager to learn financial planning software (eMoney specifically), if not experienced already.

1. At least 2 years of relevant financial planning experience and background.
2. Strong proficiency in Microsoft Office (Word, Excel and PowerPoint).
3. Certified Financial Planner designation or working toward CFP is a plus
4. Experience using eMoney and/or Client Relationship Manager (CRM) software is a plus
5. Experience in other financial related fields such as accounting or corporate finance is a plus

We offer a highly competitive salary/bonus structure, generous vacation and sick leave including volunteer days, profit sharing opportunities, a 401k with an employer match, Cash Balance plan and Health Savings Account.

At Halpern Financial, we have provided fee-only holistic wealth management services for more than twenty years. We pride ourselves on having the technological capabilities of a large firm with the collaborative approach of a small team. We have a flexible work environment, with two offices and telework capability, though we do not have any positions that are 100% remote. We offer excellent work-life balance because we trust our employees to provide quality work results.

As a fee-only independent RIA, we embrace our role as fiduciaries providing unbiased, objective investment advice and transparency in all client interactions. Our institutional platform provides trading efficiencies and lower costs to our clients, and our asset allocation is based on proven strategies to manage risk, expenses, and taxes at every level. We provide portfolio management, personal finance consulting, and coordination with other members of our clients’ professional team (estate planner, insurance agent, etc.) to ensure all aspects of the financial plan work in tandem.

Our team utilizes state-of-the-art technology, including integrated portfolio management and CRM with advanced reporting capabilities. We communicate the value of our approach with in-house marketing staff, who provides custom client deliverables and internal documents, as well as press opportunities and blogging/social media capacity for our team.

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