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Financial Advisor

Senior Wealth Planning & Estate Advisor

Job in Bethesda, Montgomery County, Maryland, 20811, USA
Listing for: Chevy Chase Trust
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor
  • Business
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm located in Bethesda, Maryland, is seeking an experienced Financial Planner to deliver tailored financial planning services to clients. The role requires collaboration with business development officers and other professionals to attract and manage client relationships. Key qualifications include a Bachelor’s degree, 3+ years experience, and strong communication skills. Competitive benefits include health insurance, a 401(k) plan, and additional perks.
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Position Requirements
10+ Years work experience
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