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Co-Director of Financial Planning

  • Location Bethesda, MD
  • Category Finance / Accounting
  • Date Posted 10/12/2021
  • Type Direct Hire
  • Commitment Full-time/Flex
  • Job ID #4139

Financial planning and wealth management company working with business owners, executives, and law firm partners in the Bethesda area is looking for a Co-Director of Financial Planning. This job offers great flexibility and an option for remote work as well as part-time or full-time hours.

Hours/Schedule: Part-time or Full-time, flexible


Job Type: Direct


Location Requirements: Hybrid   

Rate: $80,000 to $110,000/year, commensurate with experience + bonus

Job Description:
Responsible for supporting the advisors in every aspect of the planning process from data collection and input, analysis, presentation and subsequent servicing. 


  • Support advisors throughout entirety of financial planning process including plan development, analysis and subsequent recommendations
  • Present in meetings and explain rationale, ensure clients implement recommendations, and hold clients accountable to action items post plan delivery
  • Model various planning options/alternatives in planning software
  • Proactively hold clients accountable to goals established in financial plan
  • Analyze client budget and cash flow
  • Proactive analysis of clients’ planning data 
  • Review current investment allocations and prepare reports for the ongoing management of client accounts
  • Provide regular updates on the status of the planning process to lead advisor and team
  • Work closely with clients throughout process to collect data and documents
  • Develop and maintain systems for managing renewals and action items in CRM
  • Member of the strategy team
  • Keep current on economic conditions and financial markets that can impact financial planning and investment decisions through news sources, research, and participation in quarterly calls



  • Minimum 4-year college degree, preferably in a related field, if not in financial planning
  • CFP® or candidate for a CFP® either through a degreed college program or through an educational organization dedicated to preparing candidates for certification (e.g. Kaplan). Candidates do not need to be certified to qualify for this position
  • 3-5 years of related experience in the financial planning or investment management industry
  • Familiarity with financial planning software
  • Strong written and verbal communication skills 
  • Willingness to help others; empathetic
  • A desire to learn and grow 
  • Excellent organizational skills; ability to multi-task and manage time well  



FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills and experiences of its candidate network. FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business need.