Wealth Planning Associate jobs in United States
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Chesapeake Search Partners · 5 days ago

Wealth Planning Associate

positionDC-Baltimore Area
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$100K/yr - $150K/yr
date3+ years exp

Chesapeake Search Partners is a private investment and wealth advisory firm seeking a client-focused, analytically strong Wealth Planning Associate to support high-net-worth clients through divorce, transitions, and long-term planning. The role involves leading client meetings, translating complex financial concepts into actionable strategies, and collaborating with various teams to deliver integrated client outcomes.

ConsultingProfessional ServicesRecruitingStaffing Agency
Hiring Manager
John Geraghty
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Responsibilities

Support and lead client meetings with empathy, clarity, and technical skill
Translate complex financial, tax, and legal concepts into actionable planning strategies
Apply planning frameworks to divorce settlements, post‑resolution planning, and wealth transitions
Analyze portfolios including public markets, private equity, venture capital, real estate, and other complex assets
Model cash‑flow, asset division, tax impacts, and long‑term sustainability
Partner closely with planning, investment, and operations teams to deliver integrated client outcomes

Qualification

CFP® certificationCDFA® certificationAnalytical skillsHNW/UHNW clientsCuriosityPurpose-driven workCommunication skillsCollaborative mindset

Required

CFP® (or on path), CDFA®, or strong legal/tax background (family law or personal tax)
3–10 years of experience with HNW/UHNW clients
Strong analytical skills in planning, cash‑flow modeling, and balance‑sheet analysis
Outstanding communication skills—able to simplify complexity and support clients in transition
Collaborative, curious, and motivated by purpose-driven advisory work

Company

Chesapeake Search Partners

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Chesapeake Search Partners specializes in executive staffing, recruiting and talent management services for various industries.
dateFounded in 2013
location
Towson, Maryland, USA
people-size11-50 employees
web-link
https://www.chesapeakesearchpartners.com/

Funding

Current Stage
Early Stage

Leadership Team

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John Geraghty
Partner, Director of Recruiting Operations
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Johnny Black
Partner and Practice Director, Real Estate & Financial Services
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Recent News

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Johnny Black Interviews John Black, President at MacKenzie Capital
2025-06-13
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Chesapeake Search Partners nearly triples office space, launches two new divisions
2023-05-31
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40 Under 40: Johnny Black, Chesapeake Search Partners
2022-11-23
Company data provided by crunchbase