Lotus Women's Institute

https://lotuswomensinstitute.com/

Job Overview

We are seeking a senior Certified Financial Planner with 10+ years of industry experience for a boutique, independent Registered Investment Advisor (RIA) firm in the Metro DMV area.

This advisor will play a lead role in delivering advanced financial planning services to a rapidly growing group of high net worth and ultra-high net worth clients. The ideal candidate is detail-oriented team player with outstanding relationship management skills who is committed to providing an exceptional experience for all clients.

Responsibilities

• Provide expert advice on estate planning, wills, trusts, and estate law to clients.
• Conduct comprehensive financial analysis and develop customized financial plans.
• Assist clients with investment management and portfolio management strategies.
• Offer guidance on tax implications and cash management techniques.
• Build and maintain strong customer relationships through effective communication and trust.
• Stay informed about securities law, accounting principles, and financial regulations.
• Utilize financial software for research and analysis to support client decisions.
• Collaborate with other financial professionals to enhance service delivery.
• Participate in ongoing professional development to stay current with industry trends.

Skills

• Technical expertise in income tax and/or estate planning
• CFP is required
• Proficiency in financial sales and customer relationship management.
• Understanding of securities law and tax experience is preferred.
• Expertise in financial concepts including investment management and wealth management.
• Proficient with financial planning software (we use MoneyGuidePro and Holistiplan)
• Confident in explaining the details of a portfolio that aligns with an evidence-based investment philosophy
• Motivated by the opportunity to earn significant bonuses for bringing in new business or for assisting others to do the same, but also appreciate that this is not a requirement to succeed and advance

Benefits

• Competitive compensation commensurate with skills and experience
• Generous 401(k) profit-sharing
• Quarterly team and net new bonus opportunities
• Flexible and remote working policies/home office tech set up
• Professional development support & budget
• Company-paid health insurance
• Paid time off

Link to Application and/or Original Job Posting

*https://mailchi.mp/6d4652fcab11/job-posting-dc-metro

Closing Date:

11/28/2025