Steigerwald, Gordon & Koch is looking for an experienced financial planner to join our team committed to excellence. Located in Leesburg, VA, we are an independent, boutique-style, fee-only financial planning and investment management firm providing a collaborative work environment. We are passionate about comprehensive planning, helping our clients find financial peace of mind and giving them back one of their most valuable resources: time.
Key Job Functions:
- Serve clients with a fiduciary responsibility
- Provide financial planning and investment advisory support
Provide a Superior Client Experience:
- Manage relationships and client experiences as both a primary and a supporting financial planner
- Work as a member of the planning team to develop financial strategies designed to meet the specific needs and wants of our clients
- Address client service needs with internal team members and external subject matter experts
- Maintain an understanding of the investment strategy of SGK
- Stay current on services and regulations that could impact our clients
Facilitate Business Development:
- Identify opportunities to establish relationships with potential prospects, clients, and strategic partners
- Represent SGK externally by attending and/or presenting at client and prospect events
Qualifications:
- 5 years of experience providing advanced planning directly with clients is preferred
- CFP designation is required
- Strong knowledge of key financial, investment and risk management concepts
- A passion to help clients achieve their goals
- Demonstrated analytical and problem-solving skills
- Strong attention to detail, and exceptional follow through
- Outstanding communication and relationship building skills
- Excellent project management skills with ability to prioritize and track multiple tasks
- Empathy and great active listening skills
- The ability to think clearly, communicate succinctly, and write well
- Fundamental knowledge and hands-on experience working with eMoney and Holistiplan preferred
Company paid benefits include:
- Health, vision, and dental insurance for you and your family
- HSA fully funded by employer
- Short- and long-term disability and group life insurance
401(k) retirement plan with company match
Option for hybrid work from home
Continuing education support
Competitive salary based on experience
If interested in this position, please send your resume and cover letter to Madolynn Stemmer at madolynn@sgkwealthadvisors.com
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