Financial Planner Jobs in Manassas (VA)
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Search Results - Financial Planner Jobs in Manassas (VA)
Intuit-Manassas (VA)
of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each...
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Manassas (VA)
a critical role in driving financial performance, supporting strategic initiatives, and partnering with operational leaders to deliver insights that guide decision-making.
Key Responsibilities
• Lead budgeting, forecasting, and financial planning...
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icims.com -
Strategic Financial Associates, LLC-Bethesda (MD), 26 mi from Manassas (VA)
Strategic Financial Associates, LLC
Position Title: Financial Planner
About the Position:
As a member of our Financial Planning team, the Financial Planner plays an important role in developing and delivering comprehensive financial planning...
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Alexandria, 23 mi from Manassas (VA)
Overview:
WHO are we looking for?
CAPTRUST is seeking a dynamic and client-focused Financial Planner to serve as the primary point of contact for our clients. In this role, the Financial Planner will lead client review meetings, present...
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icims.com -
Lynx Investment Advisory-Washington, 27 mi from Manassas (VA)
Responsibilities:
• Meet with clients to determine their financial objectives and risk tolerance;
• Provide ongoing guidance to clients on investments and the financial strategies that will help meet their goals;
• Monitor clients’ accounts and determine...
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Equitable Advisors-Falls Church, 19 mi from Manassas (VA)
such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
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Compensation & Benefits
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• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP...
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Sentinel Asset Management, LLC.-Falls Church, 19 mi from Manassas (VA)
Backgrounds that translate well: wealth advisory, financial planning, life insurance or annuity sales, IAR/fiduciary work, insurance wholesaling, or pharmaceutical sales.
• Series 65 (preferred)
• Life & Health Insurance License (preferred)
• Advanced...
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ROCS Grad Staffing-Fairfax (VA), 10 mi from Manassas (VA)
and developing their knowledge of financial planning and investment services.
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Responsibilities
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• Answer incoming phone calls in a professional and friendly manner
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• Schedule and confirm client meetings, follow up calls, and other client...
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SpectrumCareers-Tysons Corner, 18 mi from Manassas (VA)
helping shape the future of modern financial planning through technology. This fast-growing, venture-backed fintech organization is reimagining how individuals manage their financial lives by bringing investing, tax strategy, retirement planning, and long...
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WealthCrest Financial Services, LLC-Springfield (VA), 11 mi from Manassas (VA)
Job Description
Company Description
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WealthCrest Financial Services, LLC is a financial services firm that provides comprehensive advice on financial planning, investment management, insurance, retirement planning, Survivor Benefit Plans (SBP...
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