Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth and Fortune 500 corporate sponsored financial planning clients.
We are seeking a motivated, well-organized, detail-oriented, and friendly candidate to join our team as an entry-level planning and service CFP™ professional. We are looking for someone who is passionate about the nuances of personal financial planning, and excited about client service. Prior coursework and/or work experience with financial planning and tax is a plus. No selling.
The ideal candidate is proficient with financial and tax concepts, enjoys researching financial planning topics, has excellent communication skills, and is able to juggle multiple deadlines. They should have excellent attention to detail and be proficient with Excel. In return, we offer you a friendly, collaborative atmosphere of professionals with a wealth of knowledge and experience.
Specific responsibilities at Mason include:
- Work with senior financial advisors to write comprehensive customized financial plans for high-net-worth individuals and families using client data, internal proprietary data, and analyses.
- Work with senior financial advisors on marketing initiatives.
- Participate in client meetings and take meeting notes.
- Join our Tax Team during Tax Season for at least 50% of the week as a tax preparer. Prepare both Federal and State individual income tax returns.
- Perform other tasks as needed, such as estate plan diagrams and equity summaries.
Qualifications (necessary skills and experience required)
- Bachelor’s degree from an accredited university; major in financial planning, finance or accounting preferred.
- CFP, CPA, CIMA, or EA designation preferred, or equivalent education/experience.
- 2+ years of experience working in wealth management. Work with high-net-worth individuals preferred.
- Experience with individual income tax preferred.
- Excellent analytical, written, and verbal communication skills.
- FINRA Series 65 license or will pass the test within 6 months of hire.
- Experience with comprehensive financial planning software packages (eMoney preferred) tax modeling software (BNA Income Tax Planner preferred), tax preparation software (CCH Access preferred), proficiency with Excel, and data visualization tools.
—
We offer excellent benefits including a competitive salary, medical/dental insurance, a 401(k) plan plus company match and a great work environment. Please send resume and salary requirements to rpylypko@masoncompanies.com. We are looking forward to finding the right person to join the Mason Investment Advisory Services, Inc. team. This position is based in our Reston, VA headquarters.
