Find Your Career Path
Current Opportunities:
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.
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:
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Competitive Analysis of Wealth management Firms in the DC area
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Compare Other Firms to Sherman Wealth and Scout Out Competition
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Financial Planning Research
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Entry into Financial Planning Software
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Plan out Potential Budget to Learn about Client Experience
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Add Client Information to Financial Planning Software
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Organize and Learn Financial Planning Software and Company Tech Stack
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Social Media Research and Analysis of Industry Professionals and Media Outlets
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Use Financial Network to Engage in Local Outreach and Thought Leadership
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Use Y-Charts to Compare Economic Factors to Stock/ETF Trends and for Stock/ETF Research on Performance
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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.