Financial Associate

Trumbower Financial Advisors, LLC, is a Bethesda, Maryland fee-only firm focused on personal financial planning, individual income, estate and gift tax compliance and wealth management. We are looking for a committed professional to join our team. Responsibilities include preparing tax returns and projections, financial plans, portfolio analysis and investment policy statements as well as other deliverables for our diverse, interesting clients and their families. The ideal candidate has a degree (undergraduate or graduate) in accounting and/or finance, 1-3 years of relevant experience and has or is pursuing a professional designation (CFP®, CFA, CPA, or EA). We value excellent communication, a professional demeanor, strong analytical skills, attention to detail, a positive attitude with a desire to learn. We hold our associates to high ethical standards. There are no business development expectations or sales. We offer a casual in-office work environment, competitive salary and benefits package. Starting salary depends on experience but exceeds industry norms. This is a full-time position and occasional evening/weekend hours will be necessary. Please visit our web site at for more information about our Firm. (You may notice our website is rudimentary and it is difficult to find contact information.This does not reflect a lack of technical sophistication.All of our clients come from referrals, and we don't encourage people browsing for an advisor to contact us.) #J-18808-Ljbffr Journal of Accountancy