Director of Financial Planning & Wealth Management

Walker Bowen Talent Partners

22d•Onsite

About The Position

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. 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. This role is ideal for a senior financial planning professional who wants to shape a client-centered platform within a growing independent firm. Youâ msll 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 firmâ ms 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.

Requirements

Bachelorâ ms degree in Finance, Business, or related field
CFPÂ® 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.

Responsibilities

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
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 firmâ ms financial planning infrastructure and service model
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