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Job Opening: Financial Planner/Marketing Coordinator

XML Financial Group, a Registered Investment Advisor, with offices in Rockville, MD, Falls Church, VA, and Breckenridge, CO is in search of an experienced Financial Planner/Marketing Coordinator. This role will initially be remote and will transition to full time in our Rockville, Maryland office.

Responsibilities:

  • Prepare and provide analysis for existing client review and prospective client meetings, including scenario modeling, cash needs, asset allocation, etc.
  • Create financial planning strategies for planning, insurance, estate planning, tax-efficient distributions, utilizing eMoney software, etc.
  • Assist with the implementation of rebalancing accounts
  • Work collaboratively with our team to deliver a great client experience
  • Oversee the marketing efforts as the firm-wide marketing coordinator working with CRM-Practifi as well as working with an outside marketing partner

Qualifications:

  • Series 65 Registration or willing to obtain
  • At least 3 years of Personal Financial Planning experience
  • Certified Financial Planning Designation is nice to have or a future goal to obtain
  • CPA a plus
  • Undergraduate or advanced degree
  • Financial planning experience with a Registered Investment Advisor (RIA) or in a financial advisory setting
  • Investment experience
  • Strong listening skills and a warm, caring, and empathetic personality
  • Strong written communication skills
  • Exemplary work ethic, the willingness to go above and beyond for clients, and a sense of personal responsibility and initiative
  • Strong analytical skills and attention to detail
  • Experience utilizing CRM (Practifi) systems and comfort with FinTech solutions such as Orion, eMoney, and trading platforms
  • Computer skills utilizing programs such as office 365 including Outlook Excel, Word and PowerPoint

Hours: 9- 5, Monday – Friday
Location: Rockville, MD

Salary with bonus, health & dental benefits, 401(k), Short-term Disability, Long-term Disability & Life insurance


APPLICATION NOTE: Serious applicants should submit a customized cover letter along with salary requirements and resume to Todd Kullen at 301.770.5234 or tkullen@xmlfg.com. The cover letter should give an introduction of yourself and offer information we may not discern from your resume. Thank you and we look forward to hearing from you!

If hired, this position requires reference checks, the filing of fingerprints with the FBI and securities regulators, and a complete civil, criminal and financial background check

how we work

We’re here to help you make investments that align with your lifestyle.

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who we are

Brett Bernstein CEO & Co-founder
Rob Kantor Co-CIO & Co-Founder
Curtis Congdon President
Mark Samson Senior Partner
Robert Collins Co-CIO, Managing Director
Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
Jason Klopman Senior Wealth Advisor, Partner
Eric Wightman Senior Wealth Advisor, Partner
Jack May Senior Wealth Advisor
Lauren O’Brien Senior Wealth Advisor
David Margulies Senior Wealth Advisor
Noorjahan Enayat Senior Wealth Advisor
Beth Levine Senior Wealth Advisor
David Clark Senior Wealth Advisor
Jordan VanOort Senior Wealth Advisor
Shawna Bieda Senior Wealth Advisor
Kevin Peters Wealth Advisor
Steven Collins Wealth Advisor
Sharon Abbey Wealth Advisor
Sasha Chelekhov Wealth Advisor
John Sciuto Wealth Advisor
Bob Abel Wealth Advisor
Andrew Villafranca Wealth Advisor
Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
Radley Ellenbogen Associate Wealth Advisor
Douglas Callan Senior Portfolio Manager
Jennifer Telesca Wealth Advisor
Amy Lytle Client Service Manager
Jayson Magro Client Service Associate
Florence Bird Client Service Associate
Meredith Wade Client Service Associate
Gail Stanton Client Service Associate
Deborah Jalota Client Service Associate
Injy Ibrahim Client Service Associate
Sharon Cirillo Client Service Associate
Mary Abba Client Service Associate
Stephen Clagett Director of Branch Operations
Kristian Price Director of Client Experience
Pete Deoudes Director of Marketing
FULL TEAM

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