Find Your Career Path

Current Opportunities: 

1. Associate Financial Advisor

Job Description: Sherman Wealth Management a fee only RIA has a unique opportunity for a CFP to contribute to the day-to-day responsibilities in a small wealth management firm that focuses on personal client relationships. We are looking for a full-time highly talented and experienced CFP to add to our growing team.

Job Type: Full-time

Duties will consist of, but are not limited to:

  • Analyze, research and implement financial solutions with clients
  • Continuously oversee clients’ financial plans and projections with detail and accuracy
  • Prepare and participate in client meetings
  • Supporting various business development initiatives
  • Research outside investments, including client’s company benefits

Ideal applicants must be:

  • Minimum of two years of experience
  • Certified Financial Planner designation
  • 4-year degree from an accredited university, preferably in finance, accounting or economics. EA preferred
  • Detail-oriented, organized
  • Self-starter, takes initiative
  • Ability to multi-task and prioritize work to meet deadlines
  • Possess strong interpersonal communication skills
  • Desire to support actions that are in the best interest of the client
  • Strong sense of responsibility with a positive “can do” attitude
  • High energy level, self-motivated with a strong sense of urgency
  • Effective team player with a high level of integrity

Salary: Salary dependent upon experience. Inquire 

If interested, email your resume and cover letter to and include why you are the best candidate for this role

2. Financial Associate Intern 

Job Type: Paid (Fall/Winter) Intern 

Internship Duties Will Include: 

  • Competitive Analysis of Wealth management Firms in the DC area 

  • Compare Other Firms to Sherman Wealth and Scout Out Competition 

  • Financial Planning Research 

  • Entry into Financial Planning Software

    • Plan out Potential Budget to Learn about Client Experience 

    • Add Client Information to Financial Planning Software 

    • Organize and Learn Financial Planning Software and Company Tech Stack 

  • Social Media Research and Analysis of Industry Professionals and Media Outlets 

  • Use Financial Network to Engage in Local Outreach and Thought Leadership 

  • Use Y-Charts to Compare Economic Factors to Stock/ETF Trends and for Stock/ETF Research on Performance 

  • Conduct Financial/Market Research to Assist Marketing Team in Content Creation

If interested, please email your resume and cover letter to and include why you are the best candidate for this role.