Can a Wealth Management and Financial Planning firm be amazing, growing, and respected, yet fun? This one is, or so we're told. Glassman Wealth Services is a Tysons Corner, Virginia-based wealth management firm (fee-only RIA) that has won numerous Best Places to Work awards because we put people – all people – first. Read how this value is our reality.
We are seeking a curious and driven financial planner who has a passion for serving high-net-worth families and guiding them on the paths to achieve their dreams.
The successful candidate will work directly on one of our client service teams, leading efforts to ensure each and every wealth management issue is properly addressed. You should certainly apply if you have more than 4 years of relevant client-facing industry experience. There are no sales requirements for this position, yet an eventual desire to grow our client base through building connections is a plus.
We are an equal opportunity employer, and we promise to pay you a competitive salary commensurate with experience in addition to all sorts of other outstanding benefits. We value our employees, and we’re not afraid to show it. (Really, it’s true – take a look at our Awesome Benefits).
Does this sound intriguing? Then don’t wait – we’d like to hear from you! But no phone calls please; we’re serious about that.
PS – We know the Washington area has a tight financial community. In ALL cases, your letter, resume and interest will be kept completely confidential.
Your experience and qualifications will include:
Bachelor's degree and minimum of 4 years of direct industry experience; working directly with wealthy families is a plus
Certified Financial Planner (CFP) or CIMA certification, or be working towards your certification
Strong interpersonal, verbal and written communication skills
Ability to multi-task and thrive in a fast-paced environment
A strong working knowledge of financial, tax, investment, insurance and estate planning issues and techniques
Detail-orientation, yet the ability to see the big picture
Optimism and desire for achievement
Adaptability and openness to change
Proficiency in financial planning software a huge plus (Tamarac, MoneyGuidePro, etc.)
About Glassman Wealth Services
Can a Wealth Management and Financial Planning firm be amazing, growing, and respected, yet fun? This one is, or so we're told. Glassman Wealth Services is a Tysons Corner, Virginia-based wealth management firm (fee-only RIA) that has won numerous Best Places to Work awards because we put people – all people – first. At Glassman Wealth Services, we strive to offer uncommon investment expertise that aligns with our clients' needs and their unique vision for the future. It's how we seek to ensure our client relationships are among the most enduring.