Financial Advisor – Estate Planning

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...

About the OpportunityWe are seeking an experienced Estate Planning Specialist to join our Financial Planning Team at Fisher Investments. In this critical role, you will work directly with our high-net-worth clients to educate them about estate planning concepts and strategies, identifying gaps or risks that could impact their goals.

Seeking a full-time experienced Trust & Estates paralegal to work full-time on location with the flexibility to join the estate practice group in Rockville, MD. We are looking for a paralegal with a minimum of 2 years of experience to work with the estate attorneys on estate documents and in trust and probate administration. In a fast-paced firm, the...

Job DetailsJob Title: Financial Protection AdvisorEstimated Salary:$70,000 - $115,000 per yearJob Description:We are seeking a highly skilled and customer-focused financial protection advisor to join our team at The Anderson Agency. As a key member of our sales team, you will be responsible for helping clients understand their financial protection needs and...

We are seeking a Chief Financial Strategist to join our team at Creative Financial Staffing. This is an exciting opportunity for a senior financial executive to lead our client's finance department in Central Ohio.About the RoleThis senior-level position will oversee financial reporting, budgeting, and analysis of medical practice and related entities....

About Gpac: We are a forward-thinking company that partners with reputable law firms to deliver exceptional services. Our focus on trusts and estates has led us to seek an experienced associate to join our team.

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments...

Job OverviewAt Wintrust Financial, we are seeking a highly skilled Business Banking Underwriter to join our team. As a key member of our Commercial Lending group, you will be responsible for analyzing complex financial data and providing expert risk assessments to support our business banking activities.ResponsibilitiesAnalyze commercial credit requests,...

About the RoleLPC is one of the largest private real estate firms in the United States, offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders, and occupiers.As a Financial Operations Manager, you will play a pivotal role in driving financial success across our portfolio of commercial spaces. Your...

Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team at Neany Inc. in California, Maryland. This is a full-time position that requires an active Top Secret clearance. The salary for this role is estimated to be between $85,000 and $150,000 per year, depending on experience.The ideal candidate will have 6+ years of...

Job Summary:Fiscal planning and analysis are crucial components of our company's success. We seek a highly skilled FP&A Coordinator to join our Arlington, VA team.In this role, you will assist in preparing monthly, quarterly, and annual financial forecasts and reports. This entails collecting and analyzing data from various departments to support the...

About the OpportunityThe estimated annual salary for this position is $130,000 - $160,000.Stargates Inc. is seeking a highly skilled Program Management Specialist to join our team as a Business Financial Analyst. The successful candidate will be responsible for supporting the Planning, Programming, Budgeting & Execution (PPBE) process and financial...

Company OverviewKlausner & Company PC is a reputable public accounting firm based in Arlington, VA, offering traditional accounting and tax services to businesses and individuals nationwide.The firm boasts over 800 active clients across various industries, including law firms, architects, consultants, healthcare providers, wholesalers, manufacturers, real...

We are looking for a talented Financial Planning Analyst to join our team at the Trinity River Authority of Texas. As a key member of our team, you will be responsible for providing financial planning and accounting-related capital project budgets for the Authority.Salary: $120,000 - $170,000 per year, commensurate with experience and qualifications.Job...

MDW Associates is seeking a highly skilled Senior Financial Analyst to support the Comptroller Office of our Defense Advanced Research Projects Agency (DARPA) client in Arlington, VA. The selected candidate will provide critical financial assistance to the technical offices for fiscal, budgetary, and procurement matters.Key ResponsibilitiesFunds Transfer:...

CENTURY 21 Redwood Realty seeks a seasoned Branch Leader and Managing Broker to spearhead our N. Bethesda and NOVA offices.This is a fantastic opportunity for an experienced growth-minded professional to take charge of their office's financial success, inspire excellence in office management, and fuel expansion with real estate recruitment.The ideal...

Job SummaryWe are seeking a highly skilled Tax Accountant to join our team at Klausner & Company PC, a public accounting firm in Arlington, VA. As a Tax Accountant, you will be responsible for preparing and analyzing tax returns and financial records for our clients.The ideal candidate will have previous experience in accounting or a related field, with a...

ResponsibilitiesAs a Real Estate Accounting Professional, you will be responsible for managing the financial aspects of our commercial real estate properties. This includes:Providing timely and accurate financial reporting, budgeting, forecasting, and cash management services.Reviewing general ledgers, accounts payable, accounts receivable, cash receipts,...