Posted:
Wednesday, 30 July 2025
Valid Thru:
Friday, 29 August 2025
Index Requested on:
07/30/2025 19:27:27
Indexed on:
07/30/2025 19:27:27
Location: Washington, DC, 20001, US
Industry:
Advertising and Public Relations
Occupational Category:
11-0000.00 - Management
Type of Employment: FULL_TIME
ICMA-RC dba MissionSquare Retirement is hiring!
Description:
Join a great place to work with MissionSquare, a financial services corporation with approximately $75 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9, 200 plans and nearly 1.3 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare's Revenue & Sales team.
The Senior Financial Planner partners with high-balance participants (active and retired) to identify their financial goals, analyze their financial needs and develop recommendations that will help them work towards well defined financial objectives. The Financial Planner manages a practice of clients remotely focused on providing best in class financial planning and guidance.
Essential Functions for this role include:
If you have the following skills, we encourage you to apply:
3+ years of Financial Planning industry experience as a CFP® professional is preferred; including effective communication skills to help develop and nurture client relationships.
To benefit your career and support your wellbeing, we offer:
As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
Responsibilities:
Please review the job description.
Educational requirements:
Desired Skills:
PARTICIPANT FIN PLANNING
Benefits:
Please see the job description for benefits.