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The Mason Companies offers excellent benefits including
medical/dental insurance,
a 401(k) plan, a competitive salary, and a great work environment. We are looking forward to finding
the right person to join our team.
Please forward your resume and salary requirements
to recruiting5@masoncompanies.com or fax to 703-716-6020.
EOE D/V/M/F
Financial
Planner
This person will work as part of a
team whose goal is to provide our clients with financial planning
and investment solutions based on their individual needs.
Some travel is required.
Minimum requirements include an
advanced degree, 5 years of business experience and 2 years
financial planning experience. Candidates having experience
working with entrepreneurs approaching a major liquidity event
is a plus. Small business consulting experience and knowledge
of tech and/or government contracting community a plus.
A CPA, CFP® or PFS is preferred. Candidates will be required
to obtain Series 7, 63 and 65 licenses. Attorneys and CPAs
are encouraged to apply.
Financial Planning Associate
Growing personal financial planning firm in Northern Virginia is seeking an analyst to prepare written financial plans and other financial documents. No selling necessary. Work with experienced financial planners in a collegial atmosphere to write financial plans, construct financial spreadsheets, and prepare client tax returns. Minimum requirements include a bachelor’s degree, a working knowledge of Word, Lotus and/or Excel, and a familiarity with the financial planning process.
Knowledge of financial planning software and experience with personal tax preparation a plus. CFP and other designations also a plus.
Administrative Assistant
This person will provide support to several financial planners
by completing operational and administrative tasks including
scheduling appointments, providing data for financial plans,
compiling investment management paperwork, setting up new
accounts, and interacting with clients. Provides receptionist
support by screening and routing mail and telephone calls;
gathering data and providing information when appropriate.
Facilitates the planner's work by establishing, organizing
and maintaining files of correspondence, records and related
materials. Contributes to the efficiency of the operation
performing other related duties as assigned.
Minimum requirements include a strong
work ethic, very detail-oriented, willing to take initiative.
Excellent computer skills and knowledge, especially Excel.
Works independently with management. Has access to information
of a confidential nature. Effective organizational, communication,
and interpersonal skills required. Meeting preparation and
follow up on action items. Must be able to prioritize
and handle a heavy workload. Insurance experience is not required,
however, related financial services experience, or banking
experience would be helpful.
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