Financial Planner - Chevy Chase Trust

Chevy Chase Trust - Financial Planner

Firm Overview

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in Global Thematic investment research and management, and holistic planning and trust services.

With over 100 financial professionals averaging twenty years of experience and managing over $32 billion in assets, Chevy Chase Trust offers clients direct access to decision makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, Chevy Chase Trust shows its commitment to inventive thinking and client service.

Position Summary

We are looking for a seasoned professional who will deliver comprehensive, tailored financial planning to Chevy Chase Trust clients and prospects. The individual will work closely with a team of business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officers to assist in the acquisition of new clients and to retain, expand, and deepen existing relationships.

Duties & Responsibilities

Areas of technical expertise should include

• Cash flow and scenario analysis

• Executive compensation

• Retirement planning and funding sources

• Insurance coverage and adequacy

• Education planning

• Estate planning basics and advanced strategies

• The chosen candidate will map out advanced estate planning strategies and determine their long-term impact.

• He or she will collaborate with clients’ tax and legal advisers to devise and implement holistic solutions and best practices.

• Responsibilities include serving as a subject matter expert and resource on matters of financial and estate planning for clients, prospects and CCT colleagues.

• In this role, the qualified candidate is expected to maintain knowledge and understanding of current issues in financial planning as well as tax and estate/gift laws relevant to our business. He or she will keep appropriate members of Chevy Chase Trust advised of changes or developments in these areas.

• This position involves frequent meetings with clients and prospects and requires outstanding communication skills.

• The individual will serve as a representative for Chevy Chase Trust within the regional financial and estate planning community.

Quualifications

• Bachelor’s Degree is required. B.S. in Finance, Accounting or Economics preferred.
• Certified Financial Planner (CFP®) certification is beneficial.
• CPA with estate/trust and individual tax planning a plus.
• Planning experience with managing High Net Worth Individuals
• Will consider additional experience in lieu of education/certification.
• Outstanding written and oral communication skills
• Ability to effectively interact with all levels of employees within the organization and with clients and their advisors
• Excellent organizational skills and ability to prioritize multiple tasks
• Strong attention to detail
• Advanced proficiency with Microsoft Office (particularly Excel)
• Ability to handle confidential information appropriately
• Demonstrate reliability by following through on outstanding items and commitments and meeting deadlines