Financial Planning Assistant
4 days ago
Cordia 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 for new clients and account transfers, ensuring accuracy and attention to detail.
- Process beneficiary and account ownership changes, maintaining confidentiality and adhering to regulatory requirements.
- Communicate with the Broker/Dealer regarding client issues, providing timely and effective solutions.
- Develop and maintain written systems to track projects and activities, ensuring efficiency and productivity.
- Prepare insurance product illustrations, utilizing industry-standard software and tools.
- Participate in client meetings, recording notes and providing valuable insights.
- Execute and track post-meeting follow-up, ensuring seamless client service.
- Assist in client-related investment and financial planning research, staying up-to-date on industry trends and best practices.
- Create investment reports using Morningstar software and other firm-provided tools, presenting complex data in a clear and concise manner.
- Maintain SPS Advantage model portfolios, ensuring accuracy and consistency in investment management.
- Create post-meeting summary letters and financial planning deliverables, communicating key findings and recommendations.
- Prepare financial analysis using the firm's Financial Planning Software (Naviplan) and other financial calculators, providing actionable insights and recommendations.
- Screen incoming calls and correspondence, responding promptly and professionally as needed.
- Prepare outgoing mail and correspondence, ensuring accuracy and attention to detail.
- Help organize and maintain client files, ensuring confidentiality and adherence to regulatory requirements.
- Positive attitude and exceptional client service orientation.
- Experience working with retired and pre-retired populations, a plus.
- Detail-oriented and organized, with excellent time management skills.
- Strong proofreading and report writing skills, with the ability to communicate complex ideas clearly.
- Ability to prioritize workflow and tasks, managing multiple projects simultaneously.
- Prior experience with financial planning software, particularly Naviplan, desired.
- Bachelor's degree in a related field, with work experience in a financial planning firm.
- FINRA Series 7, 66, and VA Life and Health Insurance licenses, preferred.
- Comfortable working in a fast-paced, team-oriented environment.
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Financial Planning Assistant
3 weeks ago
Reston, Virginia, United States 1st Choice Financial Services Full timeAbout 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...
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Financial Planning Assistant
2 days ago
Reston, Virginia, United States Cordia Resources by Cherry Bekaert Full timeParaplanner 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...
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Financial Planning Assistant
2 days ago
Reston, Virginia, United States Cordia Resources by Cherry Bekaert Full timeParaplanner 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...
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Financial Planning Assistant
6 days ago
Reston, Virginia, United States Cordia Resources by Cherry Bekaert Full timeParaplanner 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...
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Financial Planning Assistant
3 days ago
Reston, Virginia, United States Cordia Resources by Cherry Bekaert Full timeJob 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...
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Paraplanner - Financial Planning Assistant
2 weeks ago
Reston, Virginia, United States Cordia Resources by Cherry Bekaert Full timeAbout 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...
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Financial Planning Assistant
18 hours ago
Reston, Virginia, United States Jtb International Full timeJob 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...
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Financial Planning Analyst
2 days ago
Reston, Virginia, United States Wall Street Careers® Full timeWall 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...
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Financial Planning Specialist
5 days ago
Reston, Virginia, United States Employbridge Full timeJob Summary:We are seeking a highly skilled Financial Analyst to join our team at Employbridge. As a key member of our financial planning and analysis team, you will play a critical role in providing financial and analytical support to our retail clients.Key Responsibilities:Budgeting and Forecasting:Develop and maintain accurate financial models to support...
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Financial Planning Associate
1 month ago
Reston, Virginia, United States Cerity Partners Full timePosition OverviewLevelEntry LevelJob LocationReston OfficeEmployment TypeFull-TimeRequired EducationBachelor's Degree or higherField of WorkFinanceAre you enthusiastic about utilizing your financial expertise to make a difference in people's lives? Do you find motivation in assisting clients to achieve their financial aspirations? If you resonate with these...
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Financial Operations Assistant
2 weeks ago
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Financial Planning Specialist
2 weeks ago
Reston, Virginia, United States Cerity Partners Full timeAbout the RoleCerity Partners is seeking a highly motivated and detail-oriented Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients,...
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Financial Planning and Analysis Professional
3 weeks ago
Reston, Virginia, United States Leidos Full timeJob Summary:Leidos is seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at our Global Headquarters in Reston, VA. As a key member of the FP&A team, you will be responsible for developing financial reports, performing in-depth analysis using Oracle and Microsoft-based analytic tools, and providing financial support...
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Chief Financial Planning Officer
2 weeks ago
Reston, Virginia, United States Codex Full time## Vice President of Financial Planning & Analysis ### Overview We are seeking a highly skilled Vice President of Financial Planning & Analysis to join our team at Codex. As a key member of our leadership team, you will be responsible for overseeing and leading our FP&A team and all FP&A processes. ### Key Responsibilities * Lead the FP&A team and drive...
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Financial Planning and Analysis Internship
4 weeks ago
Reston, Virginia, United States Advisor Business Solutions Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Planning and Analysis Intern to join our team at Advisor Business Solutions. As a Financial Planning and Analysis Intern, you will have the opportunity to gain hands-on experience in financial planning and analysis, working closely with our experienced professionals in the...
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Senior Financial Planning Analyst
2 weeks ago
Reston, Virginia, United States Addison Group Full timeRole OverviewThe Senior Financial Planning Analyst will oversee a team of financial analysts in the preparation and delivery of financial reports, presentations, and day-to-day business analysis. This role will work closely with other teams on reporting and financial packages, and assist in the transition of accounting functions and financial reporting.Key...
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Financial Planning Specialist
1 week ago
Reston, Virginia, United States Analog Capital Partners Full timeJob OpportunityAnalog Capital Partners is a leading firm that specializes in investments, financial planning, and professional services tailored for individuals and families. Our team provides expert portfolio management and guidance on asset allocation, with a comprehensive approach to tax, estate, giving, law, and finance. We deliver top-notch tax...
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Financial Analyst
2 days ago
Reston, Virginia, United States Blacklock Financial Full timeBlacklock Financial is seeking a detail-oriented and analytical Cross-Functional Associate to join its team of experienced professionals. As a key member of the firm, you will have the opportunity to work on challenging and impactful projects, driving positive change and delivering measurable results for clients.Key Responsibilities:Transaction Analysis:...
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Senior Financial Advisor
16 hours ago
Reston, Virginia, United States Baystate Financial Full timeAbout Baystate FinancialBaystate Financial is a leading financial services company dedicated to helping clients achieve financial clarity, leverage, and independence. With a strong focus on collaborative culture and personal development, the company has been serving clients since 1901.Role OverviewThis is a full-time hybrid role for a Senior Financial...
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Senior Financial Planning Analyst
5 days ago
Reston, Virginia, United States Vaco Full timeJob SummaryVaco is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our financial planning and analysis team, you will be responsible for conducting complex financial analyses to assess the viability of strategic and financial plans and programs.Key ResponsibilitiesFinancial Planning and Modeling: Develop financial...