Financial Planning Associate
4 days ago
NFP, an Aon company, and Wealthspire Advisors are proud to offer a competitive $73,000 - $90,000 per year salary for this exciting opportunity.
About the Role:This position is responsible for providing support to financial advisors in all areas of wealth management and financial planning. The ideal candidate will have one to four years of relevant experience, a bachelor's degree or higher from an accredited university, and be pursuing or completed CFP, CFA, or JD certification.
Key Responsibilities:- Provide data gathering and analysis support to financial advisors.
- Assist with case design, scenario building, financial plan development, and portfolio implementation.
- Liaise with clients, their attorneys, and accountants as needed.
- One to four years of relevant experience in finance or a related field.
- Bachelor's degree or higher from an accredited university.
- Pursuing or completed CFP, CFA, or JD certification.
- Excellent communication and organizational skills.
Wealthspire Advisors is committed to fostering an inclusive work environment that values diversity as a fundamental asset. We believe that true excellence can only be achieved in an environment where every employee feels empowered and included.
-
Financial Operations Specialist
2 weeks ago
Potomac, Maryland, United States Congregation Har Shalom Full timeJob DescriptionAt Congregation Har Shalom, we are seeking a highly skilled Financial Operations Specialist to join our team. In this role, you will be responsible for managing the day-to-day financial operations of our organization, ensuring accuracy and efficiency in all financial transactions.Key Responsibilities:Accounts Payable / Reconciliations:Evaluate...
-
Global Counter Threat Financial Analyst
1 week ago
Potomac, Maryland, United States Leidos Full timeJob DescriptionThe Leidos National Security Sector is committed to delivering innovative solutions through the efforts of our diverse and talented people who are dedicated to our customer's success.We empower our teams, contribute to our communities, and operate sustainably. Our mission, vision, and values guide the way we do business.About the JobThe...
-
Senior Client Advisory Associate
1 month ago
Potomac, Maryland, United States PathStone Full timeJob Summary:We are seeking a highly skilled and motivated individual to join our Client Advisory Team as a Senior Client Advisory Associate. As a key member of our team, you will provide exceptional support to our clients, ensuring their investment strategies are executed with precision and care.Responsibilities:Communicate with clients directly via phone,...
-
Senior Financial Operations Coordinator
1 week ago
Potomac, Maryland, United States German International School Washington D.C. Full timeJob SummaryWe are seeking a skilled Senior Financial Operations Coordinator to join our team at the German International School Washington D.C. This is a unique opportunity to work in a dynamic and fast-paced environment, where you will be responsible for processing all accounts payable, managing miscellaneous deposits, sales tax, and other accounting...
-
Potomac, Maryland, United States Pine Dentistry & Braces - a Benevis company Full timeAbout Our CompanyPine Dentistry & Braces, a Benevis company, is committed to providing high-quality dental care to our community. We strive to create a positive environment for both patients and staff, promoting teamwork and mutual respect.Job SummaryWe are seeking a Part-Time Associate Dentist to join our team, providing exceptional dental services to...
-
Potomac, Maryland, United States Pine Dentistry & Braces - a Benevis company Full timeBenevis, a leading provider of quality dental care, is seeking a Part-Time Associate Dentist to join our team at Pine Dentistry & Braces. As a mission-driven organization, we prioritize community impact, teamwork, and professionalism.Company OverviewWe create over a million smiles a year in the communities we serve, believing that every person deserves...
-
Potomac, Maryland, United States Pine Dentistry & Braces - a Benevis company Full timeAbout UsPine Dentistry & Braces - a Benevis company is dedicated to providing quality dental care to underserved communities. We create over a million smiles a year in the communities we serve, believing that every person deserves access to quality, affordable dental care.Our mission is to create happy, healthy smiles through providing high-quality dental...
-
Dental Care Professional
1 week ago
Potomac, Maryland, United States Pine Dentistry & Braces - a Benevis company Full timePart-Time Associate DentistWe are seeking a skilled and compassionate Part-Time Associate Dentist to join our team at Pine Dentistry & Braces, a Benevis company. As a key member of our dental care team, you will provide high-quality services to patients, primarily children, while supporting our mission to improve access to dental services in the...
-
Nursing Professional for Flexible Scheduling
4 days ago
Potomac, Maryland, United States IntelyCare Full timeAt IntelyCare, we value the contributions of our nursing professionals and strive to provide them with a fulfilling work-life balance.We are seeking a Registered Nurse (RN) to join our team. As a member of our organization, you will have the opportunity to choose your shifts and locations, ensuring that you can manage your personal responsibilities while...
-
Potomac, Maryland, United States National Veterinary Associates Full timeAbout UsAt National Veterinary Associates (NVA), we prioritize delivering exceptional veterinary care to our patients while fostering a positive and supportive work environment for our team members.The RoleWe are seeking an experienced Associate Veterinarian to join our successful practice at Alpine Veterinary Hospital in picturesque Cabin John, Maryland....
-
Potomac, Maryland, United States Pine Dentistry & Braces - a Benevis company Full timeAbout UsPine Dentistry & Braces - a Benevis company is dedicated to delivering exceptional dental services. Our team of experienced professionals is committed to providing superior care to our patients.Job SummaryWe are seeking an Endodontist or General Dentist with significant experience in advanced root canal treatments to join our team. As a specialized...
-
Senior Communications Specialist
1 week ago
Potomac, Maryland, United States GCAAR Full timeCompany OverviewThe Greater Capital Area Association of REALTORS (GCAAR) is a leading local real estate association serving over 12,000 members.Salary InformationWe offer an estimated annual salary of $93,000 - $110,000 based on industry standards and location.Job DescriptionWe are seeking an experienced Communications Manager to join our team. As the...
-
Dental Care Provider for Children and Adults
1 week ago
Potomac, Maryland, United States Pine Dentistry & Braces - a Benevis company Full timeWe are seeking a skilled Part-Time Associate Dentist to join our team at Pine Dentistry & Braces - a Benevis company. As a leading provider of dental services, we aim to create over a million smiles annually in the communities we serve. Our mission is to deliver high-quality, affordable dental care to underserved families.Key Responsibilities:Provide dental...
-
Potomac, Maryland, United States IntelyCare Full timeWe are seeking a skilled and dedicated Registered Nurse (RN) to provide high-quality nursing care in post-acute facilities throughout the D.C. area.As a Freelance RN with IntelyCare, you will have the flexibility to choose your own shifts and locations at our many partner facilities, allowing you to balance your work and personal life.The estimated hourly...
-
Potomac, Maryland, United States Pine Dentistry & Braces - a Benevis company Full timeCompany OverviewPine Dentistry & Braces - a Benevis company is dedicated to providing quality dental care to underserved communities, with a focus on children. Our mission-driven organization values teamwork, professionalism, and community impact.SalaryWe offer a guaranteed biweekly salary during the ramp period or a percentage of collections. The estimated...
-
Early Childhood Educator Rockville MD
7 days ago
Potomac, Maryland, United States Kids After Hours Full timeAbout the RoleWe are seeking a dedicated and enthusiastic Early Childhood Educator to join our team at Kids After Hours in Rockville, MD.Estimated Salary: $45,000 - $55,000 per yearJob SummaryThis is an exciting opportunity to work with a dynamic team of educators who share a passion for providing high-quality childcare and summer camp programs. As an Early...
-
Child Care Professional
1 week ago
Potomac, Maryland, United States Kids After Hours Full timeCompany OverviewKids After Hours has been providing high-quality childcare and summer camp programs for school-aged children since 1989. Our team's energy and creativity make us a unique and special place for kids to learn and have fun.Salary: $45,000 - $55,000 per yearJob DescriptionWe are seeking an enthusiastic and accountable staff member to work at our...
-
Associate, Advisor
17 hours ago
Potomac, United States National Financial Partners Corporation Full timeWho We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20 B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary busines Advisor, Associate, Financial Planning, Wealth, Diversity, Banking, Portfolio Learn More
-
Client Service Representative
7 days ago
Potomac Falls, United States Edward Jones Full timeAbout Edward JonesWe are a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Job OverviewAs a Branch Office Administrator (BOA), you will play a critical role in helping clients...
-
Wireless Sales Associate
16 hours ago
Potomac, United States BeMobile Full timeBeMobile Wireless Sales Associate - Verizon Authorized Retailer BeMobile Verizon is expanding with new locations in Potomac, MD We are Verizon's 2022 and 2023 Mid-Major Agent of the Year We are seeking professional, motivated, and results-oriented Sales Representatives with a "close the deal" mentality to join our growing team. If you have a high level of...
-
Operations Associate
3 weeks ago
Potomac, United States EPITEC Full timeSummary:The main function of an operations associate is to perform various administrative, technical, and/or customer service tasks across assigned business units. A typical operations associate is responsible for managing complex data, resolving customer issues, performing company research, assisting in project management, maintaining equipment inventories,...
-
Operations Associate
3 weeks ago
Potomac, United States EPITEC Full timeSummary:The main function of an operations associate is to perform various administrative, technical, and/or customer service tasks across assigned business units. A typical operations associate is responsible for managing complex data, resolving customer issues, performing company research, assisting in project management, maintaining equipment inventories,...
-
Wireless Sales Associate
4 weeks ago
Potomac, United States BeMobile Full timeBeMobile Wireless Sales Associate- Verizon Authorized Retailer BeMobile Verizon is expanding with new locations in Potomac, MD*We are Verizon's 2022 and 2023 Mid-Major Agent of the Year!* We are seeking professional, motivated, and results-oriented Sales Representatives with a "close the deal" mentality to join our growing team. If you have a high level of...
-
Wireless Sales Associate
1 month ago
Potomac, United States BeMobile Full timeBeMobile Wireless Sales Associate- Verizon Authorized Retailer BeMobile Verizon is expanding with new locations in Potomoc, MD!*We are Verizon's 2022 and 2023 Mid-Major Agent of the Year!* We are seeking professional, motivated, and results-oriented Sales Representatives with a "close the deal" mentality to join our growing team. If you have a high level of...
-
Wireless Sales Associate
4 weeks ago
Potomac, United States BeMobile Full timeBeMobile Wireless Sales Associate- Verizon Authorized RetailerBeMobile Verizon is expanding with new locations in Potomac, MD*We are Verizon's 2022 and 2023 Mid-Major Agent of the Year!*We are seeking professional, motivated, and results-oriented Sales Representatives with a "close the deal" mentality to join our growing team. If you have a high level of...
-
Part-Time Associate Dentist
3 weeks ago
Potomac, United States Pine Dentistry & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Part-Time Associate Dentist
3 weeks ago
Potomac, United States Pine Dentistry & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Part-Time Associate Dentist
22 hours ago
Potomac, United States Pine Dentistry & Braces - a Benevis company Full timePart-Time Associate Dentist at Pine Dentistry & Braces - a Benevis company summary: As a Part-Time Associate Dentist at Benevis, you will provide quality dental care to underserved communities, with a focus on children. You will work in a supportive team environment, utilizing modern dental technology and tools to create happy smiles. Join a...
-
Part-Time Associate Dentist
3 weeks ago
potomac, United States Pine Dentistry & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Part-Time Associate Dentist
4 days ago
Potomac, United States Pine Dentistry & Braces - a Benevis company Full timePart-Time Associate Dentist at Pine Dentistry & Braces - a Benevis company summary: As a Part-Time Associate Dentist at Benevis, you will provide quality dental care to underserved communities, with a focus on children. You will work in a supportive team environment, utilizing modern dental technology and tools to create happy smiles. Join a mission-driven...
-
Part-Time Associate Dentist
2 weeks ago
Potomac, United States Pine Dentistry & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Part-Time Associate Dentist
4 weeks ago
Potomac, United States Pine Dentistry & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Part-Time Associate Dentist
4 weeks ago
Potomac, United States Pine Dentistry & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Part-Time Associate Dentist
4 weeks ago
potomac, United States Pine Dentistry & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Part-Time Associate Dentist
4 weeks ago
Potomac, United States Pine Dentistry & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Part-Time Associate Dentist
4 weeks ago
Potomac, United States Pine Dentistry & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Part-Time Associate Dentist
3 weeks ago
Potomac, United States Pine Dentistry & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...