Financial Planning Specialist

1 day ago


Herndon, Virginia, United States Seneca Resources Full time
Job Overview

Seneca Resources is a leading provider of IT consulting services and Workforce Solutions, seeking a skilled Financial Planning Specialist to join our team in Herndon, VA.

Estimated Salary: $60,000 - $80,000 per year

We are committed to delivering exceptional results for our clients, and we need a talented professional to help us achieve this goal.

Key Responsibilities

  • Contact prospects as referrals are assigned in the CRM from various lead sources.
  • Conduct prospect meetings to gather necessary financial information, assess their unique goals, and determine what their needs are.
  • Participate in branch huddles and provide other training as needed to branch staff to assist with educating on providing referrals.
  • Prepare financial plans, as necessary, utilizing financial planning software.
  • Maintain accurate records in CRM system related to opportunities assigned.
  • Prepare paperwork to open/service accounts and ensuring all paperwork is in good order.


  • Herndon, Virginia, United States Sparks Group Full time

    Sparks Group, a leading provider of innovative consulting solutions, is seeking a meticulous Financial Analyst. In this exciting role, you will have the opportunity to drive strategic company financial performance through advanced preparation and data reporting. The ideal candidate will be responsible for developing and maintaining key financial performance...


  • Herndon, Virginia, United States Zolon Tech Solutions, Inc. Full time

    Job DescriptionThe Project Financial Specialist supports the Vice President of Finance and Contracts in performing financial and administrative aspects of projects. This role is crucial for monitoring client support email accounts, which provide assistance with password reset, project code setup, and troubleshooting log-in issues.Responsibilities:Create new...


  • Herndon, Virginia, United States BAE Systems USA Full time

    About the RoleWe are looking for an experienced Voice Infrastructure Specialist to join our team. As a Voice Infrastructure Specialist, you will be responsible for designing, testing and deploying new Voice infrastructure.Company OverviewBAE Systems, Inc. is the U.S. subsidiary of BAE Systems plc, an international defense, aerospace and security company...


  • Herndon, Virginia, United States L3Harris Full time

    Network Planning Engineer RoleL3Harris is seeking a motivated Network Planning Engineer to support innovative network solutions.The selected candidate will work on multiple programs and initiatives, collaborating with internal and external teams to manage and implement network design and solutions.Troubleshoot network issues and develop corrective action...


  • Herndon, Virginia, United States Northwest FCU Full time

    Job Description:The Client Experience Coordinator provides direct support to the Wealth/Financial Advisor(s) at Northwest FCU. The CSAs role is to help enhance the client experience by servicing the clients needs and providing administrative support to the Advisor in their daily business operations. Key responsibilities include:Scheduling appointments and...


  • Herndon, Virginia, United States Strategic Education Full time

    Join us as a Higher Education Technology Solutions Specialist and play a key role in supporting the migration, configuration, and ongoing maintenance of Oracle's SFP product. As a subject matter expert in Oracle SFP, you will work closely with business users, IT teams, and external vendors to understand system requirements and deliver solutions.About the...


  • Herndon, Virginia, United States DAn Solutions Inc Full time

    **Job Summary:**DAn Solutions Inc is seeking a highly skilled Financial Systems Consultant to support Financial Improvement and Audit Readiness (FIAR) activities. This role involves designing, developing, and implementing IT corrective action plans (CAPs) for self-identified deficiencies (SIDs) and external IPA findings.The successful candidate will be...


  • Herndon, Virginia, United States EDJ Associates, Full time

    Job DescriptionAs a seasoned Senior Conference Manager at EDJ Associates, you will play a crucial role in the planning and execution of high-profile meetings. Your expertise in budget development, financial tracking, and vendor negotiations will ensure seamless event delivery.About the RoleWe are seeking an experienced professional to join our team as a...


  • Herndon, Virginia, United States Booz Allen Hamilton Full time

    Low-Code Platform Specialist Job DescriptionThis role requires a 3+ years experienced Software Developer with expertise in JavaScript and ServiceNow. You'll be responsible for designing, modifying, developing, writing, and implementing software programming applications using little to no code.Your experience in designing architectural patterns, design...


  • Herndon, Virginia, United States ExcelliSearch, Inc. Full time

    Job Description">The Oracle EBS Apps Developer will support our financial systems, encompassing enterprise resource planning systems, commercial off-the-shelf integration, web applications, web services, mobile applications, and integration frameworks. This role requires expertise in Oracle EBS RICEFW development, advanced technical skills in Oracle...


  • Herndon, Virginia, United States Bank of America Full time

    About the Job:As a Financial Center Assistant Manager at Bank of America, you will be responsible for overseeing the daily operations of a financial center, ensuring the smooth and efficient functioning of the teller line, and driving business results through effective management routines and coaching.Key Responsibilities:Manage client traffic, engaging and...


  • Herndon, Virginia, United States Serco Full time

    About the JobWe are seeking a highly skilled Disaster Recovery Specialist to join our team at Serco. This is an exciting opportunity to work on FEMA Public Assistance initiatives and make a meaningful impact in the lives of those affected by disasters.Job DescriptionIn this role, you will provide expert support to state, tribal, territorial, local...


  • Herndon, Virginia, United States The Swift Group Full time

    Job SummaryThe Swift Group is seeking an experienced IT Security Systems Specialist to provide expert-level security support and guidance for engineering and technical IT-related activities.This position requires a minimum of 11 years of experience in IT security, information assurance, and/or engineering. The ideal candidate will oversee day-to-day...


  • Herndon, Virginia, United States PRIDE Healthcare Full time

    Job OverviewPride Health is seeking a skilled Blood Collection Specialist to support our client's medical facility in Herndon, VA.This contract position offers an excellent opportunity to work with a top-tier healthcare organization and potentially extend your contract.Key Responsibilities:Collect blood samples from patients using various techniques,...


  • Herndon, Virginia, United States Amazon Full time

    **Cloud Infrastructure Specialist Job Summary**We are seeking a highly skilled Cloud Infrastructure Specialist to join our team at Amazon. This is an exciting opportunity to work on challenging projects and contribute to the growth of our cloud infrastructure.The successful candidate will have a strong background in Windows operating systems, with experience...


  • Herndon, Virginia, United States Amazon Full time

    About the RoleWe are seeking a highly skilled Cloud Support Specialist to join our team. In this role, you will be responsible for providing technical support to our customers through various contact channels. You will apply advanced troubleshooting techniques to resolve customer issues and work with them to identify the root cause of problems.The ideal...


  • Herndon, Virginia, United States Northwest FCU Full time

    Job Summary:The Collections Specialist role at Northwest Federal Credit Union is a critical position that requires a unique blend of communication skills, analytical thinking, and problem-solving abilities. As a Collections Specialist, you will be responsible for managing collection efforts on delinquent employee and member accounts, ensuring compliance with...


  • Herndon, Virginia, United States Amazon Full time

    Technical Lead, Cloud ML SpecialistAmazon Web Services (AWS) Professional Services is seeking a highly skilled Cloud ML Specialist to join our team in the US Federal sector. As a technical lead, you will be responsible for leading the design, development, and deployment of business software at scale using cloud-based technologies. You will work closely with...

  • Caregiving Specialist

    3 weeks ago


    Herndon, Virginia, United States Comfort Keepers - Fairfax, VA Full time

    Improve Quality of Life for Seniors as a Caregiving Specialist">We're seeking compassionate and dedicated individuals to join our team at Comfort Keepers in Fairfax, VA. As a Caregiving Specialist, you'll have the opportunity to make a meaningful difference in the lives of seniors by providing personalized care and support in their own homes.">**Competitive...


  • Herndon, Virginia, United States L3 Technologies Full time

    About the RoleAt L3Harris, we are seeking a highly motivated individual to join our team as a Senior Network Planning Engineer. This exciting opportunity will provide the selected candidate with the chance to support innovative network solutions and collaborate with internal and external teams.Key ResponsibilitiesTroubleshoot complex systems consisting of...