SBSB Career Opportunities
Associate, Financial Planning Analyst
Associate | Financial Planning Analyst
Sullivan, Bruyette, Speros & Blayney, LLC (SBSB) has a current opening for a Financial Planning Analyst to join our Wealth Advisory Practice in McLean, VA. This position works collaboratively on a client service team to provide financial planning, investment management and tax services for our clients.
As an SBSB Financial Planning Analyst you will be mentored by and work alongside our deeply experienced CERTIFIED FINANCIAL PLANNERTM professionals, Certified Public Accountants and CFA charterholders and will have the opportunity for direct client interface addressing financial planning strategies and questions.
Are you looking to be part of a collegial, client-focused, fee-only wealth advisory firm? SBSB takes a thoughtful, thorough, and personalized approach to providing financial planning, portfolio management, tax, and fiduciary services to our clients.
SBSB is committed to investing in our people and nurturing team members who embrace our philosophy of developing deep expertise, providing excellent client service, and putting clients’ needs first. Our collaborative, team-oriented environment results in exceptional opportunities for long-term professional development.
Key Financial Planning Analyst Responsibilities:
Key Financial Planning Analyst Requirements: