Associate Financial Planner

Medallion Financial Group - Gaithersburg, MD

Full-time

This is a professional position that will initially support one of the firm’s Senior Partners directly in managing existing and new client relationships. You will be expected to assist in various projects including portfolio reviews and preparing financial projections using Microsoft Excel spreadsheets and financial planning software. You will need a basic knowledge of portfolio allocation, investment management and general financial planning. The Senior Partner will provide mentoring and big picture direction, teaching you to anticipate firm needs and client questions, while you utilize your critical thinking skills.

Qualifications:

* 2+ years of experience in administrative support or Financial Planning experience

* Organized, with strong attention to detail

* B.A. or B.S. degree

* Strong financial and analytical skills

* Strong persuasive and interpersonal skills

* Ability to work independently, while also taking instruction and being teachable

ADDITIONAL QUALIFICATIONS THAT WOULD BE A PLUS:

* FINRA Series 6, 7 or 65/66

* Life & Health Insurance license

Job Type: Full-time

Experience:

  • Financial Planning: 2 years (Required)

License:

  • FINRA (Preferred)