Analysis Skills, Best Practices, Business Administration, Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Customer Relations, Customer Service Tools, Customer Support/Service, Documentation Standards, Estate Planning, Finance, Financial Planning, Financial Policies, Financial Procedures, Healthcare, Investment Management, Investment Services, Investment Strategy, Leadership, Maintain Compliance, Management Strategy, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Presentation/Verbal Skills, Regulations, Retirement Plan, Risk Management, Sales Management, Strategic Planning, Tax Accounting, Team Player, Wealth Management
Walker Bowen Talent Partners, a trusted advisor in the permanent placement staffing industry, has partnered with a local Independent Investment Advisory firm to fill the critical role of Director of Financial Planning and Wealth Management on their growing team.
This is an onsite role in Chevy Chase, MD that allows for flexible scheduling.
Our Client
A small, but growing Independent Investment Adviser in the Washington, DC area is expanding its client services platform and seeking an experienced financial planning professional to help build and lead this next chapter of growth.
They are a collaborative, relationship-focused firm that values integrity, thoughtful growth, and long-term client partnerships. Our client believes the strongest advisory relationships are built on trust, clarity, and genuine care for the families they serve.
WHO YOU ARE
This role is ideal for a senior financial planning professional who wants to shape a client-centered platform within a growing independent firm. Youâll have the opportunity to build something lasting - serving families through major life transitions while helping shape the strategic direction of the practice.
Working closely with the firmâs President and Portfolio Managers, you will play a central role in designing the planning experience, serving clients through meaningful financial decisions, and contributing to the long-term strategic direction of the practice.
We are looking for a seasoned professional with demonstrated growth and increasing responsibility in their career and who combines strong technical expertise (7+ years) with thoughtful client service, a desire to build something lasting.
If you are an experienced financial planning professional who wants to help shape a growing platform while delivering meaningful impact for clients, we would welcome the opportunity to connect.
THE ROLE
Client Advisory & Planning
- Provide comprehensive financial planning and investment advisory services to individuals and families
- Develop and implement retirement, tax, and risk management strategies
- Coordinate estate planning efforts with outside counsel
- Partner closely with Portfolio Managers to align planning and investment strategy
- Serve as a trusted advisor during significant life and financial transitions
Practice Development & Growth
- Build and maintain long-term client relationships rooted in trust and service
- Contribute to sustainable firm growth through referrals, community engagement, and new client development
- Help design and implement the firmâs financial planning infrastructure and service model
Operations & Leadership
- Develop financial planning policies, procedures, and best practices
- Identify and implement systems, tools, and workflows to support client excellence
- Oversee client account opening, transfers, and ongoing account management
- Maintain compliance and documentation standard
- Stay current on regulatory, legislative, and industry developments
- Maintain a personal commitment to continuing education for professional development and growth
Requirements
WHAT YOU BRING
- Bachelorâs degree in Finance, Business, or related field
- CFP® designation required; CFA, CPA, or MBA highly valued
- 7+ years of progressive experience in financial planning
- Demonstrated growth and increasing responsibility within prior roles
- Strong analytical skills paired with thoughtful written and verbal communication
- High ethical standards, discretion, and commitment to client confidentiality
- Ability to manage multiple priorities while maintaining exceptional client service
- Proficiency in Microsoft Office and standard advisory technologies
- Proficient in the use of Microsoft Office programs including Word, Excel, Outlook and other office software technologies.
We value professionals who combine technical excellence with emotional intelligence, sound judgment, and a client-first mindset.
Benefits
Our client offers an excellent, comprehensive benefits package to include:
- Competitive Salary and Annual Bonus commensurate with experience
- 100% Company paid Healthcare
- Eligible to participate in the Company SAR/SEP Retirement Plan
- 100% Company-Paid Parking
- 100% Company-Paid CFP Membership Dues
- Onsite requirement with Flexible Work Schedule