Senior Wealth Planner

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

Position Summary

We are looking for a seasoned professional who will deliver comprehensive, tailored financial planning to Chevy Chase Trust clients and prospects. The individual will work closely with a team of business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officers to assist in the acquisition of new clients and to retain, expand, and deepen existing relationships.

Duties & Responsibilities

• Areas of technical expertise should include:
• Cash flow and scenario analysis
• Executive compensation
• Retirement planning and funding sources
• Insurance coverage and adequacy
• Education planning
• Estate planning basics and advanced strategies
• The chosen candidate will map out advanced estate planning strategies and determining their long-term impact.
• He or she will collaborate with clients’ tax and legal advisers to devise and implement holistic solutions and best practices.
• Responsibilities include serving as a subject matter expert and resource on matters of financial and estate planning for clients, prospects and CCT colleagues.
• In this role, the qualified candidate is expected to maintain knowledge and understanding of current issues in financial planning as well as tax and estate/gift laws relevant to our business. He or she will keep appropriate members of Chevy Chase Trust advised of changes or developments in these areas.
• This position involves frequent meetings with clients and prospects and requires outstanding communication skills.
• The individual will serve as a representative for Chevy Chase Trust within the regional financial and estate planning community.

Selection Criteria

• 10+ years of experience as a financial planner.
• Bachelor’s Degree is required. B.S. in Finance, Accounting or Economics preferred.
• Certified Financial Planner (CFP®) certification is beneficial.
• JD degree preferred. CPA or LLM a plus.
• Will consider additional experience in lieu of education/certification.

The Company requires that its employees be fully vaccinated against COVID-19 unless they have an approved medical or religious accommodation.

Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected] or 301-986-6000.

Equal Opportunity Employer/Veterans/Disabled