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Financial Manager Wealth Management Corporate Finance Financial Consultant

Director of Financial Planning & Growth Strategy

Job in Potomac, Montgomery County, Maryland, 20854, USA
Listing for: Wealthspire
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Manager, Wealth Management, Corporate Finance, Financial Consultant
  • Management
    Financial Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm is seeking a Director of Financial Planning to shape and oversee its comprehensive financial strategy. You will lead initiatives to enhance client experience and align planning with growth objectives while also overseeing financial planning technology. The ideal candidate has over 10 years of experience in financial planning, possesses a CFP certification, and demonstrates strong interpersonal skills.

Competitive salary and benefits are offered.
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