Current jobs related to Financial Planning Coordinator - Reston, Virginia - Barnum Financial Group

  • Senior Financial Planning Expert

    4 weeks ago

    Reston, Virginia, United States Baystate Financial Full time

    Company OverviewBaystate Financial is a leading financial services firm with a rich history dating back to 1901. Headquartered in Boston, MA, we have 16 office locations throughout New England, providing a wide range of financial solutions to our clients.Role SummaryThis is a full-time hybrid role for a Senior Financial Advisor at our Bedford, NH location....

  • Financial Planning Associate

    4 weeks ago

    Reston, Virginia, United States Peters Financial Full time

    About the RolePeters Financial is seeking a highly motivated and detail-oriented Associate Financial Planner to join our team in Mobile, AL. As an Associate Financial Planner, you will work closely with Financial Advisors to develop and maintain financial plans, provide investment analysis and advice, and collaborate with cross-functional teams to deliver...

  • Financial Planning Specialist

    4 weeks ago

    Reston, Virginia, United States Skylight Financial Group Full time

    At Skylight Financial Group, we're dedicated to providing exceptional financial support and guidance to our clients. As a Financial Planning Specialist, you'll play a crucial role in helping individuals and families achieve their long-term financial goals.Our comprehensive benefits package includes medical, 401k, and pension, ensuring our associates have the...

  • Senior Financial Planning Specialist

    4 weeks ago

    Reston, Virginia, United States SNI Financial Full time

    SNI Financial is partnering with a leading corporation to fill a Senior Financial Analyst position in their growing team.This opportunity offers a flexible hybrid work schedule, a comprehensive benefits package, and a generous PTO policy.As a Senior Financial Analyst, you will provide critical support for the financial planning cycle and assist management in...

  • Financial Planning Specialist

    4 weeks ago

    Reston, Virginia, United States Confluence Financial Partners Full time

    Job OverviewConfluence Financial Partners is seeking a highly motivated individual to fill the role of a Wealth Manager. The ideal candidate will be responsible for working with clients to implement financial plans and manage their investment portfolios. A regular workday would be characterized by client meetings, making connections with centers of...

  • Financial Planning Specialist

    4 weeks ago

    Reston, Virginia, United States Magellan Financial & Insurance Services, Inc. Full time

    Company Overview: Exceptional Mentorship at Magellan Financial & Insurance Services, Inc.Magellan Financial & Insurance Services, Inc., a prominent leader in financial planning and wealth management, is dedicated to guiding clients through every step of their financial journey. Our personalized, client-centric approach ensures that each client receives...

  • Financial Planning and Investments Professional

    4 weeks ago

    Reston, Virginia, United States Bluepoint Financial, LLC Full time

    Job Description:BluePoint Financial LLC is a rapidly growing financial services firm seeking a Financial Planning and Investments Professional to support our team. This role involves assisting in the service of our growing client base, providing operational support to the Financial Advisor and Director of Investments, and assisting clients with financial...

  • Career Opportunities in Financial Planning

    4 weeks ago

    Reston, Virginia, United States Cetera Financial Group Full time

    About Cetera Financial GroupCetera Financial Group is a nationwide network of independent financial services firms that seeks motivated individuals to join as Financial Advisors in-training. Our top-notch training program includes:Competitive activity-based subsidy and performance-based bonuses.Mentorship and comprehensive on-the-job training.A supportive...

  • Senior Financial Planning Specialist

    4 weeks ago

    Reston, Virginia, United States Fortis Lux Financial Full time

    Fortis Lux Financial is seeking a highly motivated and experienced Certified Financial Planner to join our team. As a key member of our wealth management team, you will work closely with our top-producing team to provide comprehensive financial planning services to our clients.Key ResponsibilitiesConduct thorough financial assessments for clients, analyzing...

  • Financial Planning Specialist

    4 weeks ago

    Reston, Virginia, United States Capstone Partners Financial and Insurance Services Full time

    As a Financial Planning Specialist at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support of Senior Financial Professionals and our internal staff and resources.MUST BE LOCATED IN CALIFORNIA Our team of independent financial professionals is dedicated to helping people...

  • Financial Planning Specialist

    1 month ago

    Reston, Virginia, United States Financial Planner Recruiting, LLC Full time

    Job SummaryOur boutique wealth management firm is seeking a Financial Planner to join their team. This role is a client-facing position where you will engage with clients about their financial plans, goals, and taxes.RequirementsBachelor's degree in Business or Finance is required.CFP or ChFC certification is highly desired.Florida Insurance license in Life,...

  • Financial Planning Associate

    4 weeks ago

    Reston, Virginia, United States Clark & Associates, Inc. Financial Solutions Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Licensed Financial Planning Associate to join our team at Clark Financial. As a key member of our team, you will be responsible for assisting clients with annuities, life, long-term care, and managed money, while developing and managing strong client relationships.Key ResponsibilitiesAssist...

  • Financial Planning Assistant

    4 weeks ago

    Reston, Virginia, United States Jtb International Full time

    Job SummaryWe are seeking a skilled Paraplanner to provide direct support to our Financial Advisors in delivering exceptional results to our clients. The ideal candidate will possess strong technical skills, excellent communication abilities, and a keen eye for detail.Key ResponsibilitiesCoordinate with Advisors to gather data for plan creationUtilize EMoney...

  • Financial Planning Assistant

    4 weeks ago

    Reston, Virginia, United States Jtb International Full time

    Job SummaryWe are seeking a skilled Paraplanner to provide technical support to our Financial Advisors. The ideal candidate will have a strong background in financial planning and excellent communication skills.Key ResponsibilitiesCoordinate with Advisors to gather data for plan creationUtilize EMoney software to enter data and generate financial...

  • Financial Planning Manager

    4 weeks ago

    Reston, Virginia, United States Korn Ferry Full time

    Job OverviewKorn Ferry is partnering with a fast-growing, private equity-backed construction company that has tripled its locations across the US over the past five years. This dynamic company is headquartered in the Nashville, TN area, and we're seeking a Manager of Financial Planning & Analysis (FP&A) to build and lead the FP&A function.Reporting directly...

  • Financial Planning Specialist

    4 weeks ago

    Reston, Virginia, United States Emerald Advisors, LLC Full time

    Emerald Advisors, LLC is seeking a highly skilled Paraplanner to support our team of professionals in providing purpose-driven wealth management to high-net-worth clients. This role offers an opportunity to learn from experienced professionals while growing one's career and contributing to a thriving business from the ground up. The ideal candidate will...

  • Financial Services Coordinator

    4 weeks ago

    Reston, Virginia, United States Prudential Financial Full time

    We are seeking a highly skilled Client Service Concierge to join our team at Prudential Financial. As a key member of our staff, you will be responsible for delivering exceptional service to our clients, either in person, over the phone, or via email.Purpose of the Client Service ConciergeOur ideal candidate will be responsible for:Providing first-class...

  • Financial Planning Support Specialist

    4 weeks ago

    Reston, Virginia, United States Blue Ocean Wealth Solutions, LLC Full time

    Financial Planning Support SpecialistAt Blue Ocean Wealth Solutions, LLC, we strive to deliver exceptional financial planning services to our clients. As a Financial Planning Support Specialist, you will play a crucial role in ensuring seamless communication between our Financial Advisors, the Director of Financial Planning, and the Home Office. Your primary...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Reston, Virginia, United States Brembo North America Full time

    Financial Planning and Analysis RoleBrembo North America is seeking a skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance team, you will be responsible for preparing and analyzing monthly, quarterly, and annual financial statements for different business units and cost centers within the US.Key...

  • Financial Planning Professional

    4 weeks ago

    Reston, Virginia, United States Northwestern Mutual Full time

    Financial Planning ProfessionalWe are seeking a highly motivated and driven individual to join our team as a Financial Planning Professional at Northwestern Mutual. As a Financial Planning Professional, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Key...

Financial Planning Coordinator

1 month ago

Reston, Virginia, United States Barnum Financial Group Full time
Financial Planning Coordinator

The Financial Planning Coordinator plays a critical role in facilitating effective communication and collaboration between the Firm's Financial Advisors, the Wealth Strategies Division's Financial Planning team, and the home office. This position is responsible for ensuring consistency and efficiency in the financial planning process.

Key Responsibilities
  • Manage workflow between advisors, coordinators, financial planning consultants, and the home office to ensure timely processing and delivery.
  • Process and track all WSD requests, ensuring seamless execution and communication.
  • Assist advisors in understanding the financial planning services offered by the Firm, promoting a deeper understanding of the value proposition.
  • Prepare correspondence and track the financial planning team's progress through metrics, providing valuable insights for improvement.
  • Support the department with various initiatives, including marketing, presentations, training, and disseminating information, as determined by the VP FP.
  • Assist in implementing new strategies for more efficient communication with advisors, enhancing the overall client experience.
  • Promote the financial planning value proposition within the Firm, highlighting the importance of effective financial planning.
Requirements
  • Excellent organizational skills, with the ability to thrive in a fast-paced environment.
  • Ability to work independently, with a focus on impacting team results and driving success.
  • Strong computer skills, with proficiency in Microsoft Excel a plus.
  • Excellent communication and writing skills, with the ability to assimilate new data quickly.
  • Knowledge of financial plan-based software a plus, demonstrating a commitment to staying up-to-date with industry developments.