Tax Strategy Finance Jobs

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30d ago

Financial Planner

Hoxton Planning & Management LLC Shepherdstown, WV

Shepherdstown, WV

30d ago Closed

$75k - $150k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Sep 13, 2026).

Job Description

Hoxton Planning & Management LLC is seeking a Certified Financial Planner(R) professional to deliver comprehensive financial planning and guidance for clients in Shepherdstown, WV.

Responsibilities

Build personalized financial plans covering investment management, estate planning, risk management, tax strategies, and retirement solutions.
Perform financial analysis and research to evaluate investment opportunities aligned with client objectives.
Provide ongoing client relationship management through regular communication, market trend updates, and plan revisions as needed.
Maintain current knowledge of financial regulations, market developments, and new financial software tools to strengthen service delivery.
Collaborate with cross-functional partners to support clients across areas such as cash management and portfolio management.

Requirements

Proven experience practicing in the securities industry with a strong command of financial concepts and industry regulations.
Expertise in wealth management, investment advisory services, and financial analysis techniques.
Strong client relationship skills, including the ability to explain complex financial concepts clearly.
Familiarity with financial research and software tools used in the industry, including eMoney.
Certifications required: Certified Financial Planner(R) and Series 65 license.
Ability to analyze financial markets and develop compliant investment solutions tailored to client needs.

Technologies

eMoney

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance

Job Summary

Role focuses on comprehensive planning and expert advice to help clients work toward their financial goals.
Develop tailored financial strategies and provide investment guidance to keep clients informed about options.
Use expertise in estate planning, risk management, tax strategies, and wealth management to deliver exceptional service.
This is not a sales position.

Compensation

Pay: $75,000.00 - $150,000.00 per year

Work Location

In person in Shepherdstown, WV

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