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Associate Financial Planner

Company: Bailey Wealth Advisors
Location: Silver Spring
Posted on: March 15, 2019

Job Description:

This position works collaboratively on a client service team to provide financial planning, investment management and tax services for our clients. As an Associate Financial Planner you will work alongside our deeply experienced CERTIFIED FINANCIAL PLANNERTM professionals and will have the opportunity for direct client interface addressing financial planning strategies and questions. Responsibilities: Provide case management support for financial plans and investment reviews Review estate, business, income tax and executive compensation documents Prepare financial models and analyze client data Provide investment research and portfolio analysis Fulfill compliance requirements Respond to client service requests Maintain reporting systems related to clients, assets and production YourMembership.Category: Finance, Keywords: Certified Financial Planner (CFP)

Keywords: Bailey Wealth Advisors, Silver Spring , Associate Financial Planner, Accounting, Auditing , Silver Spring, Maryland

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