Director, Financial Planning Client-First Growth Leader

2 weeks ago


Bethesda MD, United States Edelman Financial Engines Full time

A leading financial advisory firm in Maryland seeks a Director of Financial Planning. The role requires providing objective financial advice and building strong client relationships while ensuring compliance with fiduciary responsibilities. Candidates should be results-driven with direct experience in fee-based wealth management, and possess relevant licenses. The firm offers a competitive salary ranging from $125,000 to $350,000, depending on performance and experience. #J-18808-Ljbffr



  • Bethesda, MD, United States Edelman Financial Engines Full time

    Director, Financial Planning Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV. At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every...

  • Tax Director

    3 weeks ago


    Bethesda, United States Weaver Full time

    Join to apply for the Tax Director - Private Client Services role at Weaver3 weeks ago Be among the first 25 applicantsJoin to apply for the Tax Director - Private Client Services role at WeaverThe Weaver ExperienceWeaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek...


  • Bethesda, MD, United States Total Wine & More Full time

    Lead FP&A, Beverage Tax Credits & Imports If your skills, experience, and qualifications match those in this job overview, do not delay your application. Join to apply for the Lead FP&A, Beverage Tax Credits & Imports role at Total Wine & More This range is provided by Total Wine & More. Your actual pay will be based on your skills and experience — talk...


  • Bethesda, MD, United States Choice Hotels International, Inc. Full time

    A leading hotel management company in North Bethesda is seeking a Director of Real Estate Accounting to lead a team responsible for financial reporting and compliance in the real estate sector. All candidates should make sure to read the following job description and information carefully before applying. The ideal candidate will have 5-8 years of...


  • Bethesda, MD, United States Choice Hotels International, Inc. Full time

    A leading hotel management company in North Bethesda is seeking a Director of Real Estate Accounting to lead a team responsible for financial reporting and compliance in the real estate sector. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. The ideal candidate will have 5-8 years of progressive accounting...


  • Bethesda, MD, United States Total Wine & More Full time

    Lead FP&A, Beverage Tax Credits & Imports Join to apply for the Lead FP&A, Beverage Tax Credits & Imports role at Total Wine & More This range is provided by Total Wine & More. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $84,600.00/yr - $141,200.00/yr About the role Total Wine & More is...


  • Bethesda, MD, United States Calibre CPA Group, PLLC Full time

    Director of Marketing And Business Development Join to apply for the Director of Marketing And Business Development role at Calibre CPA Group, PLLC . The Director of Marketing and Business Development will take a lead role in accelerating growth in the firm, overseeing marketing and sales and aligning them toward our targeted revenue growth....


  • Bethesda, MD, United States Choice Hotels International, Inc. Full time

    A leading hotel management company in North Bethesda is seeking a Director of Real Estate Accounting to lead a team responsible for financial reporting and compliance in the real estate sector. The ideal candidate will have 5-8 years of progressive accounting experience and a commitment to operational excellence. This role involves collaboration across...


  • Bethesda, United States Focus Financial Partners Full time

    Director, Advisory Leadership TeamThe Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability partner to Wealth Advisors and their teams...


  • Bethesda, Maryland, United States Total Wine & More Full time

    About the RoleTotal Wine & More is seeking a Lead, Financial Planning & Analysis to join our Finance team in our Bethesda, MD office. The Lead of Financial Planning & Analysis leverages data driven and detail-oriented skills to forecast, analyze and report on top-line, margin and promotional results. This role interacts with several departments in the...