Financial Planner Salary at Cwa Local 1014 BETA

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: •Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! •Uncapped commissions! •Loan products for all borrower types! •Add additional LO's to your team OR act as an individual LO! •Licensed in 28 states and growing! •Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: •Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. •Maintains a database of past clients for marketing purposes. •History of closing at least 3-5 units per month. Loan Officer Requirements: •An active NMLS/MLO license (required). •Strong knowledge of lending regulations and industry best practices. •Exceptional interpersonal and comm

Here at MassMutual Northern Virginia, we are looking to hire a Recruiter to manage our rapidly growing enterprise. Stepping in at the ground floor, this individual will oversee the full cycle recruiting experience, from talent sourcing and attracting candidates to interviewing and engaging great financial representatives, wealth advisors and financial planners. A successful recruiter will collaborate with leaders on a regular basis and proactively identify hiring needs. Our ideal recruiter holds an academic degree combined with work experience in screening, interviewing, and assessing candidates in the risk management and financial services industry. Ultimately, the responsibilities of the Recruiter are to ensure our company attracts, contracts, and retains the best candidates, while growing a strong talent pipeline. At MassMutual Northern Virginia, we provide holistic financial planning with wealth and risk management services to help our clients craft a financial plan that can help t

Description Are you an ambitious individual looking to kickstart a career in real estate sales and investing in the bustling city of Washington D.C.? Whether you're a licensed professional or simply exploring this dynamic industry, an exceptional opportunity awaits. This role goes beyond the typical real estate agent position, focusing on the thrilling intersection of real estate sales and investments. Join us in our mission to generate wealth through property ownership by becoming an Agent Investor. This position not only offers the potential for financial growth but also enables you to contribute to the prosperity of others. Embrace challenges and step into a fulfilling and ever-evolving role. Our Approach: We lead the renowned Agent Lead Real Estate Investment Network, where committed investors consistently seal lucrative deals. Our vibrant investment community organizes monthly events that provide educational and networking prospects, furnishing members with crucial resources for w

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: •Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! •Uncapped commissions! •Loan products for all borrower types! •Add additional LO's to your team OR act as an individual LO! •Licensed in 28 states and growing! •Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: •Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. •Maintains a database of past clients for marketing purposes. •History of closing at least 3-5 units per month. Loan Officer Requirements: •An active NMLS/MLO license (required). •Strong knowledge of lending regulations and industry best practices. •Exceptional interpersonal and comm

Since 1996, Always Best Care has helped families with non-medical in-home care and assisted living placement services along with skilled home health care. Always Best Care clients receive extraordinary care in an inspiring environment with caring people. Our Care Coordinators have worked with more than 25,000 seniors across the country. We hire employees who are inherently courteous and polite, and treat all clients with the highest level of respect and professionalism. The Care Coordinator plays a pivotal role in the success of our business. They will do this by establishing and maintaining contacts that will develop into sales leads. They will have a strong presence in the community and actively promote the Always Best Care brand. The Care Coordinator will be focused on working with families on a customize care plan to meet their needs, establish relationships with local healthcare providers, such as hospitals, skilled nursing facilities, doctors offices, and medical clinics, in addi

Chevy Chase Trust - Financial Planner Firm Overview Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in Global Thematic investment research and management, and holistic planning and trust services. With over 100 financial professionals averaging twenty years of experience and managing over $32 billion in assets, Chevy Chase Trust offers clients direct access to decision makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, Chevy Chase Trust shows its commitment to inventive thinking and client service. Position Summary We are looking for a seasoned professional who will deliver comprehensive, tailored financial planning to Chevy Chase Trust clients and prospects. The individual will work closely with a te

Job Title: Director of Financial Planning Location: Bethesda, MD Salary: $150K-$200K+ DOE + bonus + benefits Skills: Director of Financial Planning / CFP / CFA About Company / Opportunity: We are a premier wealth management firm specializing in providing personalized financial solutions to high-net-worth individuals and families. We pride ourselves on our boutique approach, offering tailored services that emphasize discretion, expertise, and exceptional client care. As we continue to expand our team, we are seeking a highly skilled and experienced Financial Planner to join our team. Responsibilities: Work with the lead advisor to frame client goals as the advisor will oversee and manage client investment portfolios, ensuring alignment with clients' goals and risk profiles. Develop and maintain strong relationships with high-net-worth clients. Conduct in-depth consultations to understand clients' financial goals, needs, and objectives. Provide tailored financial planning services, inclu

Job Details Level Entry Job Location Reston Office - Reston, VA Position Type Part Time Education Level 2 Year Degree Job Category Finance Do you like adding value to a team, especially when you can see the impact to the end client? Would you value working for a collaborative team that puts clients first? Do you want to impact the financial lives of people for the better? If yes, we believe you would be an outstanding fit as an Administrative Associate. The Administrative Associate provides general office support, with a variety of administrative and communications related tasks so that all advisory team members can effectively execute on roles in client financial advisory relationships. Primary Responsibilities: The Administrative Associate can expect to focus in the following areas: General Office Duties Greet and communicate with clients and guests in a professional, friendly, and hospitable manner, answer telephones and direct callers to appropriate member of the firm. Manage incom