Job Description

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 unique thematic investment research and asset management. 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, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

Position Summary:

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

Summary of Competitive Benefits & Perks:

• Health/Medical Insurance including Dental and Vision
• 401(k) with company match
• Paid time off
• Bonus/Target Incentive
• Tuition Reimbursement
• Complimentary usage of modern in-house fitness center
• On-premise full-service dining center discounts
• Discounts via the company’s EAP
• Monthly Employee Recognition Programs
• Referral bonus
• Pre-tax transportation options
• Plus more!

Financial Planner, Duties & Responsibilities: Areas of technical expertise should include:

Cash flow and scenario analyses:

• Executive compensation
• Retirement planning and funding sources
• Insurance coverage and adequacy
• Education planning
• Estate planning

• Prepare customized analyses to address one-off client questions and develop Excel spreadsheets to support results.
• Work with CCT’s attorneys to map out advanced estate planning strategies and determine their long-term impact.
• Help the financial planning group stay abreast of current issues in financial plannings as well as tax and estate/gift tax laws relevant to our business.
• Collaborate with CCTs business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officers to create and update financial plans.
• Help senior planners with meeting follow-up, including following up with clients to ensure to-dos have been completed and asking clients for additional information as needed.
• Assist in logging meetings and meeting notes in the CRM system.
• Act as a specialist on general tax related matters as they come up.

Financial Planner, Selection Criteria:

• 5+ years of experience as a financial planner or in a similar field
• Bachelor’s Degree is required. B.S. in Finance, Accounting or Economics preferred.
• Certified Financial Planner (CFP®) certification is required
• 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

The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.

Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected] or 301-986-6000.

Equal Opportunity Employer/Veterans/Disabled

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