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Financial Planning Analyst

Company: Saul Centers
Location: Bethesda
Posted on: November 22, 2022

Job Description:

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways-with a singular focus.

The Financial Planning team is seeking a Financial Planning Analyst to join the team. and will assist senior planners by creating comprehensive, tailored financial plans for Chevy Chase Trust clients and prospects.

Duties & Responsibilities

* Create tailored financial plans and updated existing plans as needed
* Gather data by interfacing with a variety of professionals inside and outside the firm
* Research laws and regulations on planning issues and effectively communicate to team members
* Assist in addressing one-off client questions and develop Excel spreadsheets to support results
* Other duties as assigned

Selection Criteria

* Must be enrolled or have completed an educational program in financial planning leading to certification as a CFP and/or CPA/PFS
* Excellent verbal and written communication skills
* Manage time/stay organized in order to work on multiple projects at once with keen attention to detail
* Work both independently and collaborate with colleagues in the planning group and throughout CCT
* Demonstrate reliability by following through on commitments and meeting deadlines
* Experience with eMoney Advisor and other planning software strongly preferred
* Intermediate to advanced proficiency using Microsoft Office (Excel, in particular)
* Candidate who is detail oriented, eager to learn and takes direction well
* Must be available nights and weekends


* Two+ years professional experience in an office environment with either previous work experience in financial planning/financial services or prior education in this field.
* Bachelor's Degree, preferably in Financial Planning, Finance, Accounting, Economics.


The Company requires that its employees be fully vaccinated against COVID-19 unless they have an approved medical or religious accommodation.

Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please contact or 301-986-6000.

Equal Opportunity Employer/Veterans/Disabled

Keywords: Saul Centers, Bethesda , Financial Planning Analyst, Professions , Bethesda, Maryland

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