Senior Financial Planner

We are a national boutique wealth management and financial planning firm located in Bethesda, Maryland. We provide financial advisory and investment management services for our clients.

We are seeking an experienced Financial Planner with a current CFP designation to join our team!  You will create personalized financial, insurance, and investment solutions to help clients meet their business, estate, tax, investment and personal planning goals.

The essence of the job begins once a client's objectives are identified. Your ability to help develop create solutions for new and existing clients, and prepare a comprehensive analysis will be crucial to your success. Understanding a broad array of technical solutions will be key to structuring and implementing the most creative and effective plans.