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 info@shermanwealth.com. 


2. Financial Associate Intern 

Job Type: Paid (Summer) 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 info@shermanwealth.com and include why you are the best candidate for this role.