Current Openings

Financial Planner - Wealth Management Team

McLean Asset Management Corporation ("McLean") is seeking a Financial Planner to join our successful team of advisors based out of its Virginia headquarters. This role works closely with the Lead Advisor to deliver comprehensive financial plans to clients, while providing a positive client experience. This is a long-term position that is expected to leverage existing experience to grow into an advisory role over time.

Known for its practical application of academic research related to retirement income planning and implementation preferences, McLean is where theory meets practice. Our advisors distill the latest research and best practices to create personalized financial plans for clients based on their unique styles and preferences. This is a rare opportunity to work with a progressive, family-oriented firm with a flexible working environment.

Position Summary

This position works as an integral part of the wealth management team through overall client relationship management and execution of client planning needs.

The Financial Planner is responsible for:

• Developing and building relationships with new and existing clients
• Managing meetings with clients, and presenting comprehensive financial plans to meet the client’s needs
• Utilizing financial planning software to enter client data, identify solutions, and explore options to implement a financial plan
• Analyzing financial planning recommendations, and evaluating the impact of those recommendations throughout a client’s financial plan
• Preparing for meetings (scheduling as needed), documenting meeting notes and action items, updating the CRM (Salesforce), and tracking meeting follow-up task

This role also serves as a coordinator across various areas of the firm, connecting the centralized investment operations department, client service associates, and the planning team to serve clients.

Required Qualifications

• Strong knowledge of financial planning concepts and client service processes with a desire to earn the CERTIFIED FINANCIAL PLANNER™ designation
• Industry-specific knowledge as it relates to client service and working with an account custodian such as Fidelity, and Schwab
• A technical mindset, focused on delivering flawless customized plans
• Demonstrated intellectual curiosity and ambition with an understanding of the limits of personal knowledge and when to ask for assistance
• Strong verbal, written, and inter-personal communication skills
• Self-starter with effective time management and attention to detail
• Quick to learn new software and processes
• Works well on a team and independently

Working at McLean
At McLean, team members are committed to a "client-first" mentality, consistently exhibiting independence, integrity, credibility, ethics, and professionalism. McLean fosters an environment of intellectual curiosity and believes in continuous learning and development. We are a family-oriented firm that prides itself on its warm, friendly culture and a commitment to doing what is best for our clients and employees. Here, you will work side-by-side with leadership to cultivate a unique culture rooted in professional trust and accountability.
As an early adopter of teleworking and flexible work schedules, McLean invested in technology to keep communication and collaboration flowing regardless of where employees work. We are “in the cloud” and can work anywhere we have a secure internet connection. McLean was recognized in 2021, 2022, and 2023 by its employees as one of the “Best Places to Work in Virginia” in the small employer category. In 2022 and 2023 McLean was also recognized by its employees as one of the top 5 “Best Places to Work for Financial Advisors” in the small employer category.

McLean Asset Management Corporation is an Equal Opportunity Employer. A comprehensive background check will be conducted on applicants for this position.

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