Financial Planning Assistant

5 days 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 gpac Full time

    Job OpportunityWe are seeking a highly skilled and experienced Business and Financial Services Associate Attorney to join our team at GPAC. As a reputable search firm, we specialize in placing quality professionals within multiple industries across the United States.Key ResponsibilitiesProvide expert legal counsel to clients in the Business and Financial...


  • Potomac, Maryland, United States Go Healthcare Full time

    Job Title: Physical Therapy Assistant - Travel Healthcare ProfessionalGo Healthcare is seeking a skilled Physical Therapy Assistant to join our team for a travel assignment in Maryland.Job Details:Specialty: Physical Therapy AssistantDiscipline: TherapyDuration: 12 weeksHours: 40 hours per weekShift: 8 hours, daysEmployment Type: TravelAs a Physical Therapy...


  • Potomac, Maryland, United States NFP Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Investment Assistant Vice President to join our team. As a key member of our Investment Team, you will provide support to our Chief Investment Officer, Head of Due Diligence, and Chief Market Strategist. Your primary responsibilities will include analyzing existing and prospective managers...

  • Executive Assistant

    1 week ago


    Potomac, Maryland, United States Private Full time

    Executive Personal AssistantWe are seeking a highly organized and detail-oriented individual to serve as an Executive Personal Assistant in our Bethesda office. This role will also involve assisting with the upkeep of our private estate in Potomac, MD, and other vacation properties as needed.Key Responsibilities:Scheduling: Manage the executive's calendar,...

  • Caregiver Assistant

    1 week ago


    Potomac, Maryland, United States ProMedica Health System, Inc. Full time

    Join Our Team as a Resident Caregiver at Arden Courts ProMedica Memory Care PotomacWe are seeking a part-time Resident Caregiver to assist our residents in all aspects of their daily life, as outlined in their individualized service plans. This includes providing personal care, food service, and housekeeping support.Key Responsibilities:Assist residents with...


  • Potomac, Maryland, United States Thunderbolt Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Thunderbolt. As a key member of our commercial department, you will be responsible for providing administrative support to our management and team.Key ResponsibilitiesManage the department's schedule, handle mail, and general correspondencePlan...

  • Caregiver Assistant

    2 weeks 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 Flexibility as a Geriatric Nursing AssistantEarn a competitive hourly rate of up to $35 as a Geriatric Nursing Assistant (GNA) in Potomac, Maryland, and surrounding areas. Enjoy the freedom to choose your shifts and locations at our partner facilities, allowing you to balance your work and personal life.At IntelyCare, we understand the importance...


  • Potomac, Maryland, United States IntelyCare Full time

    Geriatric Nursing Assistant Job DescriptionAt IntelyCare, we are committed to providing high-quality care to our patients. As a Geriatric Nursing Assistant, you will play a vital role in delivering compassionate and personalized care to our elderly patients.Responsibilities:Provide empathetic nursing care to residents based on approved nursing care plansHelp...

  • Caregiver Assistant

    1 week ago


    Potomac, Maryland, United States Brookdale Senior Living Full time

    About the RoleWe are seeking a compassionate and dedicated Caregiver to join our team at Brookdale Senior Living. As a 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.ResponsibilitiesProvide direct care to residents, recognizing individual needs and...

  • Caregiver Assistant

    5 days 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 SummaryThe Resident Caregiver assists residents in all aspects of their daily life as indicated in the resident service plan, including personal care, food service, housekeeping, laundry, behavior management, socialization, activities, orientation, and information needs. This position requires tact, sensitivity, and professionalism due to the constant...


  • Potomac, Maryland, United States SkyBridge Healthcare Therapy Full time

    Job Title: Travel Physical Therapy AssistantSkyBridge Healthcare Therapy is seeking a skilled Physical Therapy Assistant to join our team for a travel assignment in Potomac, Maryland.Job Summary:We are looking for a dedicated and compassionate Physical Therapy Assistant to provide high-quality patient care in a dynamic and fast-paced environment. As a travel...


  • 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 Marvel Medical Staffing Therapy Full time

    Job Title: Physical Therapy Assistant Travel JobMarvel Medical Staffing Therapy is seeking a skilled Physical Therapy Assistant to join their team for a travel assignment in Maryland.Job DetailsSpecialty: Physical Therapy AssistantDiscipline: TherapyDuration: 13 weeksHours: 40 hours per weekShift: 8 hoursEmployment Type: TravelThe ideal candidate will have...


  • Potomac, Maryland, United States Go Healthcare Full time

    Job Title: Physical Therapy Assistant - Travel PositionGo Healthcare is seeking a skilled Physical Therapy Assistant to join our team for a travel assignment in Maryland.Job Summary:We are looking for a dedicated and compassionate Physical Therapy Assistant to provide high-quality patient care in a dynamic and fast-paced environment. As a travel Physical...


  • Potomac, Maryland, United States IntelyCare Full time

    Geriatric Nursing Assistant Job DescriptionAt IntelyCare, we are seeking a skilled Geriatric Nursing Assistant to join our team of dedicated healthcare professionals. As a Geriatric Nursing Assistant, you will play a vital role in providing high-quality care to our residents in a wide range of post-acute facilities in the Potomac, Maryland...

  • Caregiver Assistant

    5 days ago


    Potomac, Maryland, United States ProMedica Health System Full time

    Job Title: Resident CaregiverWe are seeking a compassionate and dedicated Resident Caregiver to join our team at Arden Courts ProMedica Memory Care Potomac. As a key member of our care team, you will play a vital role in ensuring the well-being and quality of life for our residents.Responsibilities:Assist residents with daily living activities, including...


  • Potomac, Maryland, United States Go Healthcare Full time

    Job Title: Travel Physical Therapy AssistantJob Summary:We are seeking a skilled Physical Therapy Assistant to join our team as a travel therapist. As a travel Physical Therapy Assistant, you will have the opportunity to work in various healthcare settings and gain valuable experience in a dynamic environment.Responsibilities:Assist physical therapists in...


  • Potomac, Maryland, United States Aequor Allied Full time

    Aequor Allied is seeking a skilled Physical Therapy Assistant for a travel assignment in Maryland.Job DetailsSpecialty: Physical Therapy AssistantDiscipline: TherapyEmployment Type: TravelAs a Physical Therapy Assistant with Aequor Allied, you will have the opportunity to work in a dynamic and supportive environment. This travel assignment offers a chance to...