Position Overview
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 fir...