Marotta Wealth Management is an independent, fee-only, comprehensive wealth management firm offering a complete range of investment management and financial planning services. With a reputation for being analytical, we serve clients both locally in the Virginia area as well as across the country. Customer service is a core tenet of our work and our primary goal is to help our clients meet theirs.

We are ambitious in pushing the boundaries of comprehensive wealth management. We are a constantly expanding our services and looking for talented people to join our team and help serve our clients.

Right now, we are interested in hiring for the following positions. Contact us to apply.


Backoffice Specialist

As our firm expands, we increasingly have the need for more specialists to handle the increasing load of services we provide for our clients.

Some of the specialties that we would appreciate more support on are:

  • Investment analysis reporting with fi360 and Morningstar
  • Data management in PortfolioCenter
  • Tracking and verifying the success of submitted paperwork with Charles Schwab or other custodians
  • Running proprietary financial analysis in Microsoft Excel

Responsibilities will vary based on the specialty in question, but all back office specialists pride themselves on accuracy, our first core tenet of customer service at Marotta.

Essential traits include:

  • Able to learn new computer programs with ease
  • Able to master a specific and specialized set of rules, jargon, or principles
  • Attentive to details; a near obsessive desire to make things perfect
  • Teaching skills; being able to empathize and speak to someone who knows less than you is helpful

Tax Preparer and Specialist

We recommend and assist with a lot of Roth conversions for our clients at Marotta Wealth Management. The missing piece of our Roth conversion service is preparing and filing client tax returns. As a result, we would like to hire someone who has a passion for filing tax returns and the credentials to do it.

You will be responsible for:

  • Preparing and filing client tax returns
  • Analyzing tax returns utilizing our proprietary tax review for Roth conversions, capital gains, and other tax planning decisions

Essential skills include:

  • Enrolled agent, CPA, or other tax filing qualifications
  • Mastery of Microsoft Excel
  • Organized, attentive to detail
  • Fast, diligent worker
  • Familiarity with our perspective on taxes

Estate Attorney or Specialist

Most people seem to end up with cookie-cutter, cut-and-paste estate plans regardless of how amazing the attorney they are working with is or how much they pay for it. We’d like to help our clients get the estate plan they want by having an employee on staff whose job it is to dream with them, thinking outside of the normal estate planning box.

Furthermore, as part of our service, we aid the surviving family of our clients with the estate settlement if they desire our services. Although we are doing this at legal arms length, we would like to be more actively involved in the process. This means our first choice would be to hire an attorney who is allowed to advise our clients directly on trust maintenance as well as the probate process.

You will be responsible for:

  • Meeting with clients to help them imagine what they want in an estate plan
  • Turning their estate plan dreams into a proposal to deliver to an attorney (or draft yourself, if credentialed)
  • Aiding clients through probate and the estate and trust maintenance process

Essential skills include:

  • (Ideally) licensed attorney or (minimal) paralegal credentials
  • Strong verbal and written communication skills
  • Organized, attentive to detail
  • Friendly, able to socialize well with people you’ve just met
  • Genuine love of service
  • Familiarity with our perspective on estate planning

 

Internships

Although we have had internships in the past, we are not looking for interns at this time.