- Partner with wealth manager in serving existing clients
- Communicate directly with clients
- Organize and analyze client data
- Generate financial reports utilizing planning software
- Collaborate with outside advisors
- Bachelor's degree is required
- Minimum of two years in the financial services industry
- Great communication skills
- Well organized
- Strong work ethic
- CFP or ability to obtain in timely manner
-
Associate Financial Planner
3 weeks ago
Veritas Partners LLC Washington, United StatesOur client, a financial planning firm that focuses on high-net-worth individuals, is currently seeking a Financial Planning Associate to join their growing team in Alexandria, VA. The incumbent will be responsible for assisting with financial planning, business development and re ...
-
Senior Meeting Planner
1 week ago
Randstad Sourceright Washington, United StatesSenior Meeting Planner - Possible Temp to Hire - Will Travel · Will be based in Washington DC or New York, NY · Senior Meeting Planner · The Senior Meeting Planner is the liaison between company Committee Liaison and committee members and is primarily responsible for providing m ...
-
Marketing Manager
3 weeks ago
Certified Financial Planner Board of Standards, Inc. Washington, United StatesUnder general supervision, the Marketing Manager will help grow the number of CFP professionals by targeting career changers, undergraduates, and college-bound students to choose financial planning as an attractive career and/or college degree program. Reporting to the Director o ...
-
Marketing Manager
2 days ago
CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Washington, United StatesJob Description · Job Description · Under general supervision, the Marketing Manager will help grow the number of CFP professionals by targeting career changers, undergraduates, and college-bound students to choose financial planning as an attractive career and/or college degre ...
-
Chief Financial Officer
1 week ago
Collaborative Solutions for Communities Washington, United StatesJob Description · Job Description · The CFO, under the general supervision of the Executive Director, is responsible for taking on a leadership role in financial decision-making that affects our company and will provide strategic financial input to senior management. While keen ...
-
Manager, Student Engagement
4 weeks ago
Certified Financial Planner Board of Standards, Inc. Washington, United StatesUnder limited supervision the Manager of Student Engagement serves as the CFP Board champion to drive great outcomes for current and prospective college and university students pursuing financial planning careers. This position will oversee activities and programming that support ...
-
Individual Giving Officer
1 day ago
Certified Financial Planner Board of Standards, Inc. Washington, United StatesGeneral Function: Under general supervision, develops, executes, and leads a strategic, comprehensive individual giving program to grow major giving, annual appeals, and planned giving. · Essential Functions: Manages a portfolio of high-capacity and mid-level donors and prospect ...
-
CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Washington, United StatesJob Description · Job Description · Under general supervision, the Senior Manager of Government Relations and Public Policy advances CFP Boards federal and state legislative priorities and promotes CFP Boards agenda to Members of Congress, their staff, state legislative bodies ...
-
Manager, Direct Strategy
1 day ago
National Australia Bank Washington, United StatesJob search · Browse or search by category, location and work type to find available jobs. · For career opportunities based in our China, Hong Kong, Japan, Singapore, US, UK and France NAB locations please visit our NAB Global Careers Portal . · Job search · e.g. Financial Planne ...
-
Counter Uncrewed Aerial Systems
3 weeks ago
CACI International, Inc. Washington, United States Full timeCounter Uncrewed Aerial Systems (CUAS) Operations Integrator / Planner · Job Category: Intelligence · Time Type: Full time · Minimum Clearance Required to Start: TS/SCI · Employee Type: Regular · Percentage of Travel Required: Up to 10% · Type of Travel: Continental US · * * * · ...
-
Mid-Level Emergency Management Planner
1 week ago
Aretum Washington, United States PermanentARETUM, a leading government contracting company specializing in technology-enabled mission support services, is seeking a highly skilled and experienced Mid-Level Emergency Management Planner to join our team. As a Mid-Level Emergency Management Planner at ARETUM, you will play ...
-
Counter Uncrewed Aerial Systems
3 weeks ago
CACI International, Inc. Washington, United StatesCounter Uncrewed Aerial Systems (CUAS) Operations Integrator / PlannerJob Category: IntelligenceTime Type: Full timeMinimum Clearance Required to Start: TS/SCIEmployee Type: RegularPercentage of Travel Required: Up to 10%Type of Travel: Continental US* * *CACI is need of a Counte ...
-
Senior Event Manager
3 days ago
Hilton Washington, United StatesThe beautiful and iconic Washington Hilton is located less than 2 miles away from The White House and National Mall. We boast 1,100 guest rooms and 118,000 square feet of event space is carefully laid out over three floors. We are looking to add a Senior Event Manager to our team ...
-
Community Development Director
14 hours ago
GMP Consultants Washington, United StatesCOMMUNITY DEVELOPMENT DIRECTORCity of Chelan, WA · First Review: May 5, 2024 · Position Profile · Job DescriptionBenefits SummaryCandidate Supplemental Questions · The City of Chelan is looking for an energetic and talented individual for its next Community Development Direct ...
-
Senior Planner
1 week ago
Planningpaw Washington, United StatesJob ID: · 1097 · Organization: · City of Chelan · Location: · Chelan, WA · First Review: · April 7, 2024 · The City of Chelan is seeking a Senior Planner for this scenic resort community nestled at the edge of the Cascade Mountains on the shore of beautiful Lake Chelan in Nor ...
-
Executive Meeting Manager
2 days ago
HEI Hospitality LLC Washington, United StatesAbout Us This 356-room colonial inspired yet contemporary hotel draws visitors, families, and locals alike for meals and meetings, overnights and nightcaps, seeing the city and governing the country. Our guests take sanctuary from the hustle and bustle of the city in the sophisti ...
-
Executive Meeting Manager
2 days ago
The Madison Hotel Washington, United StatesAbout Us: · This 356-room colonial inspired yet contemporary hotel draws visitors, families, and locals alike for meals and meetings, overnights and nightcaps, seeing the city and governing the country. Our guests take sanctuary from the hustle and bustle of the city in the soph ...
-
Residential Loan Officer
4 weeks ago
Amalgamated Bank Washington, United StatesAmalgamated Bank seeks a Spanish-speaking Residential Loan Officer to manage and proactively solicit new residential mortgage and HELOC loan applications, interact with Spanish-speaking customers and referral sources as well as accept and complete all loan application files. To e ...
-
Junior/Mid-Level Program Analyst
2 days ago
WILLCOR Washington, United StatesJob Title: Program Analyst · Location: DC/Navy Yard (Telework is acceptable) · Required Clearance : Secret · Salary: Negotiable · The candidate will provide direct program management and program control and analysis support to the Assistant Program Manager (APM) and Business ...
-
Senior Consultant, Aviation Project Engineering
14 hours ago
WSP Washington, United StatesThis Opportunity · WSP is currently seeking a · Sr. Consultant, Aviation Project Engineer · for our · Washington D.C., New York, Philadelphia, or Baltimore offices · . · Be involved in projects with our Aviation Team and be a part of a growing organization that meets our cl ...
Associate Financial Planner - Washington, United States - Veritas Partners
Description
Our client, a financial planning firm that focuses on high-net-worth individuals, is currently seeking a Financial Planning Associate to join their growing team in Alexandria, VA. The incumbent will be responsible for assisting with financial planning, business development and relationship management.
Additional Details
Qualifications