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Head of Financial Planning & Wealth Management

Job in Chevy Chase, Montgomery County, Maryland, 20815, USA
Listing for: Walker Bowen Talent Partners
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Manager
  • Management
    Wealth Management, Financial Manager
Job Description & How to Apply Below
A leading financial advisory firm in Chevy Chase, MD is seeking a Director of Financial Planning & Wealth Management. This role involves providing comprehensive financial advisory services, developing retirement strategies, and maintaining long-term client relationships. The ideal candidate will have over 7 years of experience in financial planning, possess a CFP® designation, and demonstrate strong analytical and communication skills. This full-time position offers a competitive salary, 100% company-paid healthcare, and requires onsite work with a flexible schedule.
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