Associate Financial Planner

Financial Planners - Join Our Award-Winning Team and Top 20 Registered Investment Advisor firm in the Washington DC/Northern Virginia Market! Halpern Financial, Inc., a fee-only independent RIA firm with offices in Rockville, MD, Ashburn, VA and Naples, FL, seeks a financial planner to join our collaborative team environment. The primary function of this...

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 DetailsPartner with wealth manager in serving...

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 degree program. Reporting to the Director of Marketing, this highly skilled and experienced Marketing Manager will drive...

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 DetailsPartner with wealth manager in serving...

Under 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 supports and enhances student enrollment and experience in the financial planning and...

Under 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 supports and enhances student enrollment and experience in the financial planning and...

**Lumark Technologies, Inc**. is a rapidly growing small business providing professional services and consulting to Government and commercial clients. **Lumark **fosters a work environment built on process and technology that provides an effective method for meeting our clients’ needs. **Lumark** has an exciting opportunity for a **Strategic Planner **to...

Job DescriptionJob DescriptionGeneral 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 100 - 125 high-capacity and mid-level donors and prospectsBuilds a major gift pipeline for the...

Job DescriptionJob DescriptionMELE Associates maintains a contract with the National Nuclear Security Administration (NNSA) Office of Infrastructure (NA-90), which works to maintain, operate, and modernize NNSA infrastructure to enable program results. NNSA’s infrastructure protects global security through unique capabilities found nowhere else in the...

Job DescriptionJob DescriptionMELE Associates maintains a contract with the National Nuclear Security Administration (NNSA) Office of Infrastructure (NA-90), which works to maintain, operate, and modernize NNSA infrastructure to enable program results. NNSA’s infrastructure protects global security through unique capabilities found nowhere else in the...

Meeting Planner Position Overview: The American Astronomical Society (AAS) is looking for a Meeting Planner to plan AAS's in-person, hybrid and virtual meetings and conventions. The Meeting Planner manages all aspects of the AAS Division Meetings. They will be knowledgeable in all aspects of hotel contracts, meetings & events specifications, food and...

Meeting Planner Position Overview: The American Astronomical Society (AAS) is looking for a Meeting Planner to plan AAS's in-person, hybrid and virtual meetings and conventions. The Meeting Planner manages all aspects of the AAS Division Meetings. They will be knowledgeable in all aspects of hotel contracts, meetings & events specifications, food and...

Senior Meeting Planner - Possible Temp to Hire - Will Travel Will be based in Washington DC or New York, NYSenior Meeting PlannerThe Senior Meeting Planner is the liaison between company Committee Liaison and committee members and is primarily responsible for providing meeting planning support for the Corporate Governance committee meetings and...

Senior Meeting Planner - Possible Temp to Hire - Will Travel Will be based in Washington DC or New York, NYSenior Meeting PlannerThe Senior Meeting Planner is the liaison between company Committee Liaison and committee members and is primarily responsible for providing meeting planning support for the Corporate Governance committee meetings and...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the...

As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communities we...

MELE Associates maintains a contract with the National Nuclear Security Administration (NNSA) Office of Infrastructure (NA-90), which works to maintain, operate, and modernize NNSA infrastructure to enable program results. NNSA's infrastructure protects global security through unique capabilities found nowhere else in the United States. These capabilities...

MELE Associates maintains a contract with the National Nuclear Security Administration (NNSA) Office of Infrastructure (NA-90), which works to maintain, operate, and modernize NNSA infrastructure to enable program results. NNSA's infrastructure protects global security through unique capabilities found nowhere else in the United States. These capabilities...

DescriptionCitizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld's team of CFAs, CPAs, attorneys, and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring,...

DescriptionCitizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld's team of CFAs, CPAs, attorneys, and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring,...