Senior Director, Wealth & Financial Planning
Walker Bowen Talent Partners
Walker Bowen Talent Partners is seeking a Director of Financial Planning & Wealth Management in Chevy Chase, MD. This onsite role offers flexible scheduling and the opportunity to build a client-centered financial planning platform. The ideal candidate has over 7 years of experience, strong analytical skills, and the CFP® designation. Responsibilities include providing financial planning and investment advisory services and leading practice development. Competitive salary and company-paid benefits are available. #J-18808-Ljbffr Walker Bowen Talent Partners
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Senior Director, Wealth & Financial Planning in Chevy Chase, MD vacancy
- Director of Financial Planning & Wealth Management Full time | Walker Bowen Talent Partners | United States This is an onsite role in Chevy Chase, MD... ...families they serve. WHO YOU ARE This role is ideal for a senior financial planning professional who wants to shape a...SuggestedFull timeWork at officeFlexible hours
- Citigroup Inc. in Bethesda, Maryland, seeks a Wealth Relationship Advisor to build new client relationships and deepen existing ones through financial planning. You will ensure compliance with KYC/AML regulations and effectively manage client interactions to provide a positive...Senior
$70k
Citi is seeking a Wealth Relationship Advisor in Bethesda, Maryland, to develop new techniques and improve processes within their team... ...Qualified candidates should have 5-8 years of experience in a financial services role and hold necessary licenses including Securities...Senior- A leading financial institution seeks a Wealth Relationship Advisor in Bethesda, MD. This full-time role focuses on building and deepening client relationships... ...and strong analytical, communication, and financial planning skills. The position requires licensure in the financial...SeniorFull time
$100k
The Baldwin Group Colleague, Inc. is seeking a Senior Wealth Advisor to manage and diversify client relationships, deliver comprehensive financial planning, and enhance asset protection strategies. You will leverage a strong book of business and industry expertise in a...Senior$100k
...Senior Wealth Advisor The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization...SeniorContract workBaldwin
Bethesda, MD8 days ago$70k
Overview The Wealth Relationship Advisor SAFE Act role requires a seasoned professional... ...in PWM and Retail Banking through financial planning, discovery, and profiling skills. Respond... ...opportunities to segment partners such as Senior Wealth Advisor, Small Business Partners...SeniorFull timeWork at office$100k
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services... ...division currently has an opening for a Senior Wealth Advisor. Primary Responsibilities Utilize...SeniorContract workLocal area- A leading financial services firm is seeking an AVP, Advisor to craft tailored investment strategies... ...involves executing complex financial plans and nurturing client relationships in a... ...candidate will have over 5 years in wealth management and strong problem-solving skills...Senior
- A leading financial advisory firm seeks a Service Advisor in Rockville, MD. This role involves preparing financial plans and providing exceptional client service to support and grow relationships... ...opportunities for professional growth. #J-18808-Ljbffr Bluespring Wealth PartnersSenior
- A leading financial services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking... ...client relationships, advising on wealth management and financial planning, and generating new business. Candidates...Senior
- A reputable wealth management firm in Virginia is seeking a Senior Financial Planner to serve as a technical expert and strategic partner. This role involves producing sophisticated financial plans and mentoring junior team members. Candidates must have a CFP® certification...Senior
- A wealth management platform is seeking an experienced Financial Planner in McLean, VA. You will craft financial plans, advise clients on their financial goals, and collaborate with our product team on new tools. The ideal candidate has 4-8+ years in financial services...Senior
- TwinThread is seeking a Managing Director, Private Banker in Washington, D.C. to provide advisory services in wealth management to clients of J.P. Morgan's U.S. Private Bank... ...5 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and relevant...Senior
- Retirement Resource Center, LLC. in McLean, Virginia, is seeking a Wealth Advisor responsible for servicing existing and new client... ...leading client relationships, providing comprehensive financial planning, and participating in marketing and business development efforts...Senior
$110k - $175k
...0,000 to $175,000 per year and is focused on providing tax and wealth management services. The firm values integrity and offers a supportive... ...accounting to manage client cases effectively, ensuring their financial success. Enjoy perks like fully paid healthcare, generous PTO,...Senior$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...Management - Renewable Energy Tax Senior Manager, you will play a... ...structuring tax strategies for our Financial Services clients. Your... ...development of innovative tax planning solutions and methodologies...SeniorFull timeH1bLocal areaPwC
Washington DC7 days ago$124k - $335k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax... ...careers, now and in the future. As a Senior Manager, you'll work as part of a team of...SeniorFull timeH1bLocal areaOverseasPwC
Washington DC7 days ago$200k - $250k
...to your fullest potential, care about working with smart colleagues; we want to talk to you! Position Overview The Senior Director of Financial Planning & Analysis is responsible for leading the company\'s financial planning and analysis function. This includes developing...SeniorTemporary workRemote workFlexible hours- ...maintaining client relationships. The Senior Financial Consultant position actively partners with... ...related topics including retirement planning, tax planning, education planning, income... ...position reports to the AUFC Managing Director with a dotted line to the AUFC Branch Manager...SeniorBank staffWork at officeLocal area
Atlantic Union Bank
Bethesda, MD17 days ago $135k - $175k
...Senior Finance Manager, GTM United States Bloomreach is building... ...consistent. From retail to financial services, hospitality to gaming... ...company on enterprise-wide planning. In this highly visible role,... ...C-level execs, our Board of Directors, outside investors, and key leadership...SeniorImmediate startFlexible hoursbloomreach
Washington DC14 hours ago- Brighton Jones in Washington, DC seeks a Financial Planner to act as the primary contact for client communications and manage comprehensive client strategies. The ideal candidate should have over 4 years of industry experience and relevant certifications (CFP, CPA, CFA,...SeniorFull timeWork at office
$145k - $170k
Pathstone is seeking an Associate Director, FP&A to drive analytical rigor across the firm, focusing on profitability, capacity utilization... ...’s degree in Finance and over 10 years of FP&A experience in financial services. Compensation ranges from $145,000 - $170,000...Senior- PerformYard, Inc. is looking for a Sr. Director of Strategic Finance to lead its financial planning function and drive growth. This 100% remote position will have the leader crafting financial strategies, evaluating investment opportunities, and enhancing partnership agreements...SeniorRemote work
- Atlantic Union Bank seeks a Senior Financial Consultant responsible for delivering investment solutions to clients while managing their financial goals. This role involves providing guidance on investments, maintaining strong client relationships, and collaborating with...Senior
- A leading financial institution located in Washington, D.C., is seeking an experienced Private Banker to manage client relationships and provide expert financial advice. The ideal candidate will have a minimum of six years in Private Banking or Financial Services, a Bachelor...Senior
- ...Summary: Our award-winning client is seeking a Private Wealth Senior Tax Associate to join their team. Our distinguished US-based client... ...S-corporations, trusts, and estates. Develop proactive tax plans, including strategies for federal estate, gift, charitable...Senior
Provision People
Arlington, VA1 day ago - A leading financial wellness platform in McLean, VA is seeking an experienced Senior Financial Planner to craft personalized financial plans while supporting clients through an innovative messaging platform. Key responsibilities include advising members on their financial...Senior
$110k - $140k
Finance Manager/Senior Finance Manager Department: General and Administrative Employment... ...or Senior Finance Manager to lead the financial operations of our growing organization.... ...budgeting, forecasting, and strategic financial planning. The ideal candidate will bring both...SeniorFull timeLocal area- ...Senior Vice President (SVP), CFO Services Title: Senior Vice President (SVP), CFO Services... ...SVP), CFO Services to lead and grow our financial advisory practice. This executive-level... ...to clients, including financial planning, performance improvement, and operational...SeniorRemote work
CyberData Technologies
Alexandria, VA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Director, Wealth & Financial Planning. Be the first to apply!
Related searches
- financial manager Chevy Chase, MD
- non profit finance manager Chevy Chase, MD
- mercedes benz finance manager Chevy Chase, MD
- finance executive Chevy Chase, MD
- financial crime manager Chevy Chase, MD
- finance manager Chevy Chase, MD
- director of finance and administration Chevy Chase, MD
- financial director Chevy Chase, MD
- director of finance and human resources Chevy Chase, MD
- head of financial crime Chevy Chase, MD