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Associate Financial Advisor

Employer
The Connemara Group
Location
Rockville, MD
Closing date
Nov 18, 2019

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Connemara Group, LLC is an independent boutique professional fee-for-service personal financial planning and investment consulting firm devoted to educating and guiding well-educated affluent self-directed households in managing their own investments and related personal finances. The firm's principal offices are located in North Bethesda, Maryland. Following an introductory meeting, the firm performs an initial broad-based, in-depth analysis. Clients are educated regarding current positioning and are provided with specific investment, asset allocation and portfolio rebalancing recommendations together with related tax, risk management and estate planning recommendations. Ongoing monitoring and guidance is provided on a regular basis via monthly retainer or on an as-needed (prn) basis at client request. The firm sells no financial products of any kind. Firm revenues are derived exclusively from fees paid by clients for professional advice and guidance. The firm is seeking 1-2 part-time (up to 20 hrs. per week) Associate Advisors for assistance with personal financial planning analysis and client presentations. CFP required (no exceptions). Rigorous, broad-based liberal arts undergraduate education preferred. JD, MBA (Finance), CFA, CPA or MS (Finance) a significant plus. Broad knowledge base, intense intellectual curiosity and excellent interpersonal and presentation skills required. English fluency imperative. Outstanding oral and written communication skills mandatory. MS Excel proficiency preferred. Knowledge of US tax treatment of investments preferred. Working knowledge of major personal finance planning applications (MoneyGuide, eMoney) helpful. Excellent opportunity for 1-2 advanced students or recent top tier graduates to enter fields of personal financial planning and/or investment consulting in a direct client facing role without the pressure of sales goals. Professional environment with emphasis on research and advice. ldeal for highly skilled credentialed professionals seeking to re-enter workforce on a flexible basis or to downshift to a more satisfying part-time paid position. Help affluent, well-educated clients achieve their most important financial goals in an indepedent advice-only, fee-for-service setting. Opportunity for mentoring others and (for select and highly motivated individuals) path to full-time Lead Advisor position. Interested candidates should mail resumes to Thomas B. Conway (tom@connemara.com) for consideration. No telephone calls please.

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