Financial Planning & Wealth Management Associate

Are you an experienced and motivated financial planner or financial analyst looking to make a profound impact in people's lives? We are seeking a dedicated and growth-oriented financial professional to join our team and provide invaluable guidance to individuals navigating the complexities of Financial Planning and Wealth Management. Your primary responsibilities will be to provide comprehensive financial analysis and to assist in portfolio management for our clients.

Remote work is available, but candidates need to be local (within DC-MD-VA region).

Essential Functions

• Conduct in-depth analysis of clients' financial situations, including assets, liabilities, income, expenses, and investments.
• Develop financial projections considering clients' short-term, mid-term, and long-term planning goals.
• Prepare financial reports.
• Assist with investment management and research functions.
• Operational/administrative support where needed.

Job Qualifications

• Bachelor's degree in finance, accounting, economics, or a related field. A master's degree or professional certifications (CFP, CFA or CPA are strongly preferred.)
• Proven experience working in financial planning and analysis, at least two years.
• Strong interest in investment markets.
• Understanding of custodial platforms (e.g., Schwab); experience rebalancing portfolios preferred.
• Knowledge of individual income tax.
• Strong analytical skills.
• Excellent communication skills.
• Proficiency in Microsoft Excel. Experience with eMoney is a plus.
• Ability to work independently, manage multiple clients and prioritize tasks effectively.

About the team

Joining our team offers a unique opportunity to make a significant impact on high-net-worth individuals and families to guide and advise them in achieving their financial goals. We believe that skills and potential can often outweigh years of experience alone. At CBM we value diverse perspectives and recognize that talent comes in various forms. We welcome applicants from all backgrounds, including those with less experience and or less traditional experience.

If you have transferable skills, a strong work ethic, and a demonstrated ability to adapt and learn quickly, we are excited to hear from you. Our team is dedicated to helping you develop and succeed in your role, providing necessary training and mentorship along the way.

Company Benefits

• 401 (k) and Profit-Sharing Plan
• 10 Paid Holidays
• Paid Time Off
• Bereavement/Jury Duty Leave
• Paid Parental Leave
• FSA/Dependent Care
• Life Insurance
• Short and Long-Term Disability
• Volunteer Community Service Day
• Healthcare Benefits - medical, dental, vision & other programs
• Paid Parking & Metro
• Subsidized Employee Wellness and Fitness Program
• Mentorship Program - Project Clear Path
• Professional Training & Development
• Tuition Reimbursement
• CPA and Other Certifications Assistance
• Professional Memberships
• Business Casual Work Environment
• Fun Firm Activities

**CBM is an Equal Opportunity Employer dedicated to diversity and inclusion**