Planner Salary at Swit Sports Llc BETA

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strat

Our client, a local wealth management company is looking for a unique individual that is detailed, organized, friendly, and passionate about helping others. This organization brings more than 50 years in the financial services industry, providing expertise in investment and retirement planning. The Financial Planner is expected to service existing client relationships under the supervision of a Lead Advisor. Well qualified candidates will bring: Bachelor's degree in Finance or related field of study 1+ years of related experience CFP licensing highly preferred or the ability to obtain within 6 months of hire Ability to work onsite in downtown Frederick This position offers: $80,000-$120,000 starting salary Generous PTO and paid Holidays Health/Dental/Vision and other insurances A 401k retirement package with company match, bonuses and profit sharing Opportunity to advance quickly and secure a long-term, lucrative career Apply today to learn more about this excellent local opportunity!

Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Inv

Job Description If your a veteran who knows how to build a plan, adjust on the fly, and make sure the mission gets done-this role's got your name on it. Our client is looking for a Production Scheduler who can take charge of the daily production flow, keep inventory aligned with demand, and make sure every piece of the puzzle fits together-smoothly, efficiently, and on time at the York, PA plant. This plant is a critical link in the supply chain that fuels some of the most essential industries in the country, and you'll be right at the center of it. This isn't about punching in and doing what you're told. It's about stepping up, taking ownership, and being the go-to person who keeps things moving. If you've led operations, managed logistics, or made real-time adjustments in high-pressure situations, you're already built for this. Here's what you'll do: Run the show: Build, adjust, and maintain production schedules that meet customer orders and inventory targets without missing a beat.

Store - HARRISBURG/EAST, PA Plan, coordinate, and facilitate events (including kids birthday parties) within a Michaels store to provide a stress-free, fun, and engaging experience for guests. Deliver friendly customer service by helping customers shop at our store and find what they're looking for. Ensure all customers receive a fast and friendly checkout experience. Complete operational tasks including truck unload, merchandise duties, and maintaining store recovery standards as needed to deliver our Brand Promises. Event Coordination Plan and coordinate multiple events at once including children's birthday parties and other craft classes or events. Engage with clients of all ages, from 4 to 94+, by creating an environment of fun and creativity. Demonstrate and instruct party participants in the completion of craft projects, perform face painting and other activities. Facilitate and implement party add-ons such as goody bags, balloons, etc. to company standards. Communicate events wi

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended absences. Develops and makes available informational

Details Client Name Department of Veterans Affairs - AccessDirect Job Type Travel Offering Nursing Profession RN Specialty Case Manager Job ID 28374518 Job Title Tele Health - Case Manager Weekly Pay $1879.92 Shift Details Scheduled Hours 40 Job Order Details Start Date 09/30/2024 End Date 10/04/2025 Duration 12 Month(s) Job Description Patient Care Coordinator, PCC, Discharge Planner Client Details City Frederick State MD Zip Code 21703

Financial Advisor - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join our team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement. Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development