Financial Planning Assistant

1 month ago


Potomac, Maryland, United States Advisor Business Solutions Full time
Financial Planning Internship Opportunity

We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This internship provides a unique opportunity to gain hands-on experience in the financial planning industry and develop valuable skills in financial planning, analysis, and client management.

Key Responsibilities:
  • Assist in the preparation of financial plans, including data gathering, analysis, and plan creation.
  • Support client management activities, including scheduling meetings, maintaining client files, and handling client communications.
  • Research financial products, investment strategies, and market trends.
  • Prepare reports and presentations for client meetings.
  • Collaborate with team members on special projects and initiatives.
  • Attend and participate in team meetings, training sessions, and professional development opportunities.
Qualifications:
  • Currently pursuing a degree in Finance, Financial Planning, Economics, or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • High level of attention to detail and accuracy.
  • Ability to work independently and as part of a team.
Benefits:
  • Gain hands-on experience in financial planning.
  • Work with experienced professionals in the industry.
  • Opportunity to network with industry professionals and potential mentors.


  • Potomac, Maryland, United States PathStone Full time

    Job Title: Client ManagerPathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments.We provide a comprehensive range of services and deep expertise that goes far beyond investment advice. Our services include tax planning and compliance,...


  • Potomac, Maryland, United States EagleBank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Services Auditor to join our team at EagleBank. As a key member of our Internal Audit Department, you will be responsible for performing complex financial, operational, and compliance audits for Eagle Bancorp, Inc. and its subsidiaries.Key ResponsibilitiesPerform varied and complex internal...

  • Caregiver Assistant

    2 months ago


    Potomac, Maryland, United States Homewatch CareGivers Full time

    Job SummaryWe are seeking a compassionate and skilled In-Home Caregiver to join our team at Homewatch CareGivers. As a key member of our care team, you will provide personalized support and assistance to our clients in the comfort of their own homes.Key ResponsibilitiesAssist clients with daily living activities such as bathing, dressing, and...


  • Potomac, Maryland, United States IntelyCare Full time

    Unlock Your Potential as a Geriatric Nursing AssistantElevate your nursing career with IntelyCare, where you can earn up to $35 per hour as a Geriatric Nursing Assistant (GNA) in Potomac, Maryland, and surrounding areas. Enjoy the flexibility to choose your shifts and locations at our partner facilities, allowing you to balance your work and personal...

  • Caregiver Assistant

    1 month ago


    Potomac, Maryland, United States ProMedica Full time

    Job Title: Resident CaregiverProMedica is seeking a compassionate and dedicated Resident Caregiver to join our team at Arden Courts ProMedica Memory Care Potomac. As a Resident Caregiver, you will play a vital role in providing exceptional care and support to our residents, ensuring their physical, emotional, and social needs are met.Key...

  • Caregiver Assistant

    3 weeks ago


    Potomac, Maryland, United States ProMedica Health System Full time

    Job Title: Resident CaregiverJob Summary: We are seeking a compassionate and skilled Resident Caregiver to join our team at ProMedica Health System. As a Resident Caregiver, you will play a vital role in providing exceptional care and support to our residents, ensuring their physical, emotional, and social needs are met.Key Responsibilities:Assist residents...


  • Potomac, Maryland, United States LHH Full time

    LHH Recruitment Solutions, in partnership with a prominent law firm, is seeking an experienced Litigation Legal Assistant to support their team.Key Responsibilities:Assist with complex commercial litigation matters, including editing and proofreading documents.Handle e-filing in state and federal courts, manage calendars, and arrange travel.Prepare expense...


  • Potomac, Maryland, United States LHH Full time

    Job Title: Litigation Legal AssistantLHH Recruitment Solutions is partnering with a prominent law firm in Potomac, Maryland to find an experienced Litigation Legal Assistant.This is a full-time, onsite position.Responsibilities:Supporting attorneys with complex commercial litigation mattersEditing and proofreading documentsHandling e-filing in state and...


  • Potomac, Maryland, United States LHH Full time

    Litigation Legal Assistant Job DescriptionLHH Recruitment Solutions is partnering with a prominent law firm in Potomac, Maryland to find an experienced Litigation Legal Assistant.This is a full-time, onsite position.Key Responsibilities:Supporting complex commercial litigation mattersEditing and proofreading documentsHandling e-filing in state and federal...

  • Caregiver Assistant

    1 month ago


    Potomac, Maryland, United States Brookdale Senior Living Full time

    Unlock Your Potential as a Caregiver at Brookdale Senior LivingAt Brookdale Senior Living, we're committed to providing exceptional care and support to our residents. As a Caregiver, you'll play a vital role in helping our seniors live their best lives.Key Responsibilities:Provide direct care to residents, recognizing individual needs and promoting...


  • Potomac, Maryland, United States LHH Recruitment Solutions Full time

    Seeking Experienced Litigation Legal AssistantLHH Recruitment Solutions, in partnership with a prominent law firm in the Potomac, Maryland area, is seeking a skilled Litigation Legal Assistant to support their team.This is a full-time, onsite position that requires a high level of expertise and attention to detail.Key Responsibilities:Assist with complex...


  • Potomac, Maryland, United States LHH Full time

    LHH Recruitment Solutions is partnering with a prominent law firm in Maryland to find an experienced Litigation Legal Assistant.This is a full-time, onsite position.Key Responsibilities:Supporting attorneys with complex commercial litigation mattersReviewing and editing documentsManaging e-filing in state and federal courtsCoordinating calendars and travel...


  • Potomac, Maryland, United States Interim Healthcare of Montgomery County and Southern Maryland Full time

    Job OpportunityAre you a skilled Physical Therapist Assistant looking for a challenging and rewarding career in home health? We have an exciting opportunity for a Home Health Physical Therapist Assistant to join our team at Interim HealthCare of Montgomery County and Southern Maryland.Key Responsibilities:Provide home-based physical therapy to patients who...


  • Potomac, Maryland, United States German International School Washington D.C. Full time

    Job Title: Elementary School Extended Care Program AssistantThe German International School Washington D.C. is seeking a highly motivated and independent Elementary School Extended Care Program Assistant to join our team. As a key member of the Extended Care program, you will be responsible for delivering a high-quality program for students in grades SEL to...


  • Potomac, Maryland, United States Connelly School of the Holy Child Full time

    Job Title: Assistant Varsity Basketball CoachConnelly School of the Holy Child is a Catholic, college preparatory school, committed to the intellectual, spiritual, artistic, physical, and social development of young women in grades 6 through 12. The school emphasizes academic challenge, joy of learning, and education of well-rounded women of faith and...


  • Potomac, Maryland, United States Kids After Hours Full time

    Job OverviewKids After Hours is a leading provider of school-aged childcare and summer camp programs. Our team is dedicated to creating a safe and engaging environment for children to learn and grow.Job SummaryWe are seeking a Child Care Aide to join our team. The ideal candidate will be patient, fun-loving, and positive role models and mentors to our kids....


  • Potomac, Maryland, United States Victory Housing, Inc. Full time

    Job SummaryThe Personal Care Aide plays a vital role in providing exceptional care and support to our residents at Victory Housing, Inc. As a key member of our team, you will be responsible for delivering hands-on care, both physical and emotional, to each resident as outlined in their individualized service plan.Key ResponsibilitiesAssist residents with...


  • Potomac, Maryland, United States LHH Full time

    LHH Recruitment Solutions, in partnership with a prominent law firm in Maryland, is seeking an experienced Litigation Legal Assistant to support their team. The ideal candidate will have a strong background in commercial litigation and excellent document management skills.Responsibilities:Assisting with complex commercial litigation mattersEditing and...


  • Potomac, Maryland, United States Go Healthcare Full time

    Job Opportunity: Physical Therapy Assistant - Travel Healthcare ProfessionalGo Healthcare is seeking a skilled Physical Therapy Assistant to join our team for a travel healthcare opportunity in Maryland.Job DetailsSpecialty: Physical Therapy AssistantDiscipline: TherapyEmployment Type: TravelShift: 8 hours, daysHours per Week: 40The selected candidate will...


  • Potomac, Maryland, United States Connelly School of the Holy Child Full time

    Job Title: Assistant Varsity Ice Hockey CoachConnelly School of the Holy Child is a Catholic, college preparatory school dedicated to the intellectual, spiritual, artistic, physical, and social development of young women in grades 6 through 12. Our school emphasizes academic rigor, joy of learning, and education of well-rounded women of faith and action....