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:
Chevy Chase Trust is seeking a seasoned professional Financial Planner who will deliver comprehensive, tailored financial planning to Chevy Chase Trust clients and prospects. The individual will work closely with a team of senior financial planners, business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officer to assist in the acquisition of new clients and to retain, expand, and deepen existing relationships.
Summary of Competitive Benefits & Perks:
Financial Planner, Duties & Responsibilities: Areas of technical expertise should include:
Cash flow and scenario analyses:
Financial Planner, Selection Criteria:
$85,000/year - $120,000/year
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
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
...Our client, a Millwork and Fine Furnishing Company, is seeking a Project Assistant to join their team in Miami, FL. Responsibilities... ...vendors Work closely with existing group administrator and executive assistant in a team effort Experience: Looking for someone...
We are seeking an experienced Senior Project Manager to lead the construction of large-scale Wastewater Treatment Plant (WWTP) project. The ideal candidate will oversee all phases of construction, ensuring the project is completed on time, within budget, and in compliance...
...About: City Center Security is an exclusive security organization which provides asset protection to private properties in downtown Fort Worth, Texas. City Center Security has several divisions which offer promotional and career opportunities for the right individual,...
...Job Description The Renal Care Manager Outpatient LVN is responsible for the assessment, treatment planning, intervention, monitoring, evaluation... ...Renal Disease (ESRD). The Renal Care Manager Outpatient RN will assess and develop a care plan in collaboration with the...
...General Manager, Digital Trust Platform (Bermuda) San Francisco, CA | Full-time | Hybrid About our Client Our client is building a life insurance company, combining... ...build technology solutions with minimal outside help Experience working with digital assets and...