Financial Planner

McLean Asset Management Corporation ("McLean") is seeking an experienced Financial Planner to provide financial planning and client service support for our wealth management clients. This role partners closely with a Senior Advisor to prepare and deliver comprehensive financial plans while helping ensure a thoughtful, high-quality client experience.

The Financial Planner serves as a key connector across the firm, coordinating with investment operations, client service associates, outside professionals, and the broader advisory team to support day-to-day client needs. This role plays an integral part in managing client relationships and developing planning recommendations. Depending on the candidate’s interests and long-term professional goals, this role may remain focused on technical planning support or grow into an advisory position with broader responsibilities 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 translate complex research and best practices into clear, actionable guidance based on each client’s unique goals and preferences. This is a rare opportunity to join an innovative, family-oriented firm that values flexibility, collaboration, and thoughtful planning.

This is a fully remote position, with candidates expected to work on East Coast hours.

Responsibilities:

• Provide white-glove service by responding to financial planning questions and supporting ongoing client needs
• Develop and maintain investment and retirement income plans for current and prospective clients
• Build and update retirement income and tax projections
• Gather, organize, and review client data to create and update plans
• Use financial planning software to model scenarios, evaluate tradeoffs, and support implementation decisions
• Analyze planning recommendations and assess their impact across a client’s broader financial picture
• Research financial planning topics as needed and summarize findings for advisors and clients
• Support client account servicing requests when necessary
• Prepare for client meetings, document notes and action items, update Salesforce, and track follow-up tasks
• Contribute to special projects and ongoing planning initiatives as needed

Required Qualifications 

• Strong knowledge of financial planning concepts and client service processes with a desire to earn the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation (or has already obtained the designation)
• Industry-specific knowledge as it relates to client service and working with an institutional account custodian such as Fidelity and Schwab
• Detail-oriented and technically minded, with a focus on producing high-quality, customized plans
• Intellectual curiosity paired with good judgment about when to ask questions or seek support
• Clear, professional written and verbal communication skills
• Self-directed with strong time management and follow-through
• Comfortable learning new systems, software, and processes
• Able to work effectively both independently and as part of a collaborative team

Working at McLean

At McLean, we put clients first, and we look for team members who bring independence, integrity, and professionalism to everything they do. We encourage intellectual curiosity and continuous learning, and we take pride in being a family-oriented firm with a warm, collaborative culture. You’ll work in an environment built on trust, accountability, and a shared commitment to delivering exceptional service.

McLean was recognized by its employees as one of the “Best Places to Work in Virginia” in the small employer category every year from 2021-2025. In 2022, 2023, and 2024, we were also recognized by our employees as one of the top 5 “Best Places to Work for Financial Advisors” in the small employer category. In 2024 and 2025, McLean was ranked in the top 10 "Best RIAs to Work For" by Financial Planning Magazine. We are extremely proud of these awards as they reflect the culture we have worked hard to cultivate.

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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