Director, Wealth Advisor & Relationship Manager

Posted 2 Days Ago
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Bethesda, MD
Hybrid
190K-200K Annually
Senior level
Real Estate
The Role
The Director, Wealth Advisor & Relationship Manager will lead, retain, and grow client relationships while providing personalized financial advice, thematic investment research, and asset management solutions to individuals, families, and institutions.
Summary Generated by Built In

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.


JOB PURPOSE: Lead, retain, and grow CCT client relationships, specializing in

The Company
Bethesda, Maryland
222 Employees
On-site Workplace
Year Founded: 1982

What We Do

Founded in 1892, B. F. Saul Company has been one of the most successful privately-owned real estate companies in the United States. Our growth has been the result of a commitment to exacting standards and the belief that knowledge of the marketplace, when paired with the ability to commit substantial resources, will bring exceptional rewards.

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