Retirement Plan Assistant

Retirement Plan Sales RoleThe Retirement Plan Sales Professional at Masis Professional Group is responsible for driving new retirement plan business through lead generation, pipeline management, and impactful presentations. This role focuses on the pre-sale and sales process, collaborating with internal teams to secure client meetings and showcase the firm's...

Unlock Your Potential as a Financial AdvisorAre you a driven financial professional seeking a new challenge? Clockwork Advisor offers a unique opportunity to focus on advising clients, without the burden of marketing, HR, and technology management. Our innovative approach provides 5-8 pre-set, high-quality appointments per week directly on your business...

Paraplanner Job DescriptionCordia Resources by Cherry Bekaert is seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our Private Wealth Management Firm's operations and ensuring our clients have a positive experience.Key Responsibilities:Assist in preparing client meeting materials, including...

Paraplanner OpportunityCordia Resources by Cherry Bekaert is seeking a skilled Paraplanner to support our team in providing exceptional client service and financial planning expertise.About the RoleThis is a full-time position with a competitive compensation package, ranging from $70,000 to $100,000 based on experience. The successful candidate will be...

Paraplanner Job DescriptionCordia Resources by Cherry Bekaert is seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our financial planning and wealth management services.Key Responsibilities:Assist in the preparation of client meeting materials, including forms and reports.Prepare paperwork...

Paraplanner Job DescriptionCordia Resources by Cherry Bekaert is seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our financial planning and wealth management services.Key Responsibilities:Assist in the preparation of client meeting materials, including forms and reports.Prepare paperwork...

Job Title: ParaplannerCordia Resources by Cherry Bekaert is seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our Private Wealth Management Firm in the DC Metro area.Key Responsibilities:Assist in the preparation of client meetings, including pre-meeting preparation of forms and...

About the RoleCordia Resources by Cherry Bekaert is seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our Financial Advisors in servicing our High Net Worth and multinational clients.Key ResponsibilitiesAssist in pre-meeting preparation of forms and reports for client meetingsPrepare...

Job SummaryThe Qualified Plan Administration and Consulting (QPAC) Plan Clerk is a key member of our team, responsible for processing distributions, loans, and hardships from qualified plans. This role involves preparing applicable IRS filings, including 1099-R's, 1096's, and 945's, and supporting the department's daily operations. The clerk ensures...

About 1st Choice Financial ServicesWe are a family-owned financial services company dedicated to helping our clients achieve financial peace of mind. Our team of experienced financial advisors provides personalized financial planning services to individuals and families in the community.Job SummaryWe are seeking a highly organized and detail-oriented...

About the RoleWe are seeking an Assistant Planner to join our team at Aquent Talent, working on a variety of projects that support the development and maintenance of communities throughout the Midwest.Key ResponsibilitiesCollaborate with our team of planners and designers to deliver creative solutions to clients, primarily local units of government, on...

Job SummaryWe are seeking a highly skilled Transportation Planning Manager to join our team at the Commonwealth of Virginia. As a key member of our organization, you will play a critical role in administering multimodal transportation planning functions for the VDOT NOVA District.Key ResponsibilitiesManage and oversee transportation planning studies,...

Job SummaryWe are seeking a highly skilled Senior Planning Manager to lead our transportation planning efforts in the Northern Virginia District. As a key member of our team, you will be responsible for administering multi-modal transportation planning functions, providing management and oversight to MPOs, PDCs, and localities, and coordinating with local...

Job Title: ParaplannerWe are seeking a highly skilled and detail-oriented Paraplanner to join our team at Jtb International. As a Paraplanner, you will play a critical role in supporting our Financial Advisors in delivering exceptional results to our clients.Key Responsibilities:Coordinate with Advisors to gather data for plan creation and...

About the RoleCody, Cody & McCarthy, LLC, a dynamic and innovative estate planning law firm in the greater-Boston area, is seeking a highly skilled Estate Administration Paralegal to join our team. As a key member of our probate and trust settlement team, you will be responsible for assisting attorneys with preparing and submitting estate tax returns and...

Job Title: Plan Setup SpecialistJob Overview:This role is pivotal in setting up and maintaining our managed vision care clients within our core administration system. If you are passionate about ensuring accuracy and efficiency in a dynamic environment, we want to hear from you.Key Responsibilities:Set up new Managed Care groups in our claims system.Fulfill...

Job OpportunityShuffield, Lowman & Wilson, a reputable law firm, is seeking an experienced estate planning attorney to join our High Net Worth Planning group in Orlando.The ideal candidate will have 4 to 7 years of experience in drafting estate planning documents, including revocable and irrevocable trusts, charitable planning, and tax mitigation strategies....

About Moody & Associates Law Office:We are a well-established law firm dedicated to safeguarding the interests of our clients. We are seeking an Associate Attorney with 2+ years of experience in estate planning, probate, and business formation to contribute to our mission and core values.Your Impact:Lead in Estate Planning and Probate: Develop and implement...

Environmental Planning Internship OpportunityWe are seeking a highly motivated and detail-oriented Environmental Planning Intern to join our team at ICF International Inc. As an Environmental Planning Intern, you will have the opportunity to work with our experienced professionals on a variety of projects related to environmental compliance, policy analysis,...

Wall Street CareersJob Title: Financial Planning and Analysis SpecialistJob Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance team, you will be responsible for providing financial analysis and planning support to our investment teams.Responsibilities:Assist with the fund and...