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.