B.F. Saul Mortgage Company
B.F. Saul Mortgage Company provided pay range
This range is provided by B.F. Saul Mortgage Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $90,000.00/yr - $125,000.00/yr
Company Overview 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.
Position Summary We are looking for a Financial Planning professional who will deliver comprehensive, tailored financial planning to Chevy Chase Trust’s clients and prospects. The individual will work closely with a team of business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officers to assist in the acquisition of new clients and to retain, expand, and deepen existing relationships.
Benefits
Health/Medical Insurance including Dental and Vision
401(k) with company match
Paid time off
Bonus/Target Incentive
Tuition Reimbursement
Complimentary usage of modern in‑house fitness center
On‑premise full‑service dining center discounts
Discounts via the company’s EAP
Monthly Employee Recognition Programs
Referral bonus
Pre‑tax transportation options
Plus more!
Duties & Responsibilities
Cash flow and scenario analysis
Executive compensation
Retirement planning and funding sources
Insurance coverage and adequacy
Education planning
Estate planning
The individual will collaborate with clients’ tax and legal advisers to devise and implement holistic solutions
Responsibilities include serving as a subject matter expert and resource on matters of financial planning and some estate planning for clients, prospects and CCT colleagues.
In this role, the qualified candidate is expected to maintain knowledge and understanding of current issues in financial planning as well as income, estate & gift tax laws relevant to our business.
This position involves frequent meetings with clients and prospects and requires outstanding communication skills.
The individual will serve as a representative for Chevy Chase Trust within the regional financial and estate planning community.
Selection Criteria
3+ years of experience as a financial planner
Bachelor’s Degree is required. B.S. in Finance, Accounting or Economics preferred
Certified Financial Planner (CFP®) certification is beneficial
Will consider additional experience in lieu of education/certification
Outstanding written and oral communication skills
Ability to effectively interact with colleagues and with clients and their advisors
Excellent organizational skills and ability to prioritize multiple tasks
Demonstrate reliability by following through on commitments and meeting deadlines
Strong attention to detail
Advanced proficiency with Microsoft Office (particularly Excel)
Chevy Chase Trust is proud to be an equal opportunity workplace. 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 corporate.resumes@bfsaul.com or 301‑986‑6000.
Equal Opportunity Employer/Veterans/Disabled
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Seniority Level Associate
Employment Type Full-time
Job Function Finance and Sales
Industries Transportation, Logistics, Supply Chain and Storage
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Base pay range $90,000.00/yr - $125,000.00/yr
Company Overview 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.
Position Summary We are looking for a Financial Planning professional who will deliver comprehensive, tailored financial planning to Chevy Chase Trust’s clients and prospects. The individual will work closely with a team of business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officers to assist in the acquisition of new clients and to retain, expand, and deepen existing relationships.
Benefits
Health/Medical Insurance including Dental and Vision
401(k) with company match
Paid time off
Bonus/Target Incentive
Tuition Reimbursement
Complimentary usage of modern in‑house fitness center
On‑premise full‑service dining center discounts
Discounts via the company’s EAP
Monthly Employee Recognition Programs
Referral bonus
Pre‑tax transportation options
Plus more!
Duties & Responsibilities
Cash flow and scenario analysis
Executive compensation
Retirement planning and funding sources
Insurance coverage and adequacy
Education planning
Estate planning
The individual will collaborate with clients’ tax and legal advisers to devise and implement holistic solutions
Responsibilities include serving as a subject matter expert and resource on matters of financial planning and some estate planning for clients, prospects and CCT colleagues.
In this role, the qualified candidate is expected to maintain knowledge and understanding of current issues in financial planning as well as income, estate & gift tax laws relevant to our business.
This position involves frequent meetings with clients and prospects and requires outstanding communication skills.
The individual will serve as a representative for Chevy Chase Trust within the regional financial and estate planning community.
Selection Criteria
3+ years of experience as a financial planner
Bachelor’s Degree is required. B.S. in Finance, Accounting or Economics preferred
Certified Financial Planner (CFP®) certification is beneficial
Will consider additional experience in lieu of education/certification
Outstanding written and oral communication skills
Ability to effectively interact with colleagues and with clients and their advisors
Excellent organizational skills and ability to prioritize multiple tasks
Demonstrate reliability by following through on commitments and meeting deadlines
Strong attention to detail
Advanced proficiency with Microsoft Office (particularly Excel)
Chevy Chase Trust is proud to be an equal opportunity workplace. 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 corporate.resumes@bfsaul.com or 301‑986‑6000.
Equal Opportunity Employer/Veterans/Disabled
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Seniority Level Associate
Employment Type Full-time
Job Function Finance and Sales
Industries Transportation, Logistics, Supply Chain and Storage
#J-18808-Ljbffr