Junior Financial Planner - Hybrid Client Planning & Tax
Town Capital LLC
Town Capital LLC in Bel Air, MD is seeking a Financial Planner to build customized financial plans for clients. This role emphasizes high-quality service and continuous learning while assisting clients with their financial futures. The position offers a hybrid work schedule with extensive training and the opportunity to work closely with experienced advisors. A degree in Financial Planning is strongly preferred, and aspirations towards becoming a CERTIFIED FINANCIAL PLANNER® Professional will be supported. #J-18808-Ljbffr
$60k - $80k
...MD that specializes in financial planning for Nuclear Power... ...service driven. Our current client outcomes will always... ...during down markets. Tax Planning: Our biggest... ...CFP CERTIFIED FINANCIAL PLANNER® Professional Must be... ...Maryland/PA area. We have a hybrid work schedule, but...JuniorTaxTemporary workWork at officeLocal areaFlexible hours- ...Relationship Banker in Bel Air, Maryland, who will provide excellent customer service and strengthen client relationships. You will engage with clients to understand their financial needs and tailor solutions effectively. This role requires a minimum of 1 year in sales,...Suggested
$85.09k - $103.5k
...logistics requirements by analyzing, planning, and managing all phases of... ...and related invoices in the financial system. Ensures procurement... ...SSJs, CHESS, and PIEE Location Hybrid - 2 days remote / 3 days... ...contribute both pre and post‑tax dollars up to the IRS annual limits...TaxContract workTemporary workWork at officeRemote workWorldwideFlexible hours$88k - $110k
...a Relationship Manager to serve as the primary point of contact for a portfolio of clients in the mass affluent market. This position involves providing comprehensive financial planning and advice, while delivering a wide range of banking and investment solutions. The...Suggested- ...hiring a Sales & Customer Success Associate. This entry-level position offers a hybrid work model where you will support existing customers, learn about VoIP technologies, and assist with client onboarding. The ideal candidate is a motivated communicator who enjoys...Suggested
$135k - $150k
...process, preparing federal and state estate tax returns, running various tax projections,... ..., distributions to beneficiaries, tax planning, and coordination of fiduciary income tax... ...accompanying written correspondence with clients discussing these materials, running various...TaxTemporary workFlexible hours- ...The Junior Project Manager’s responsibility is to work with the Senior Project Managers in the field construction of a project and to... ...performance of daily coordination. Duties to include: Pre‑construction planning. Submittal preparation. Subcontract coordination. Site visits...JuniorFull timePart time
$45k - $100k
...volume of applicants. Join a financial services firm where your... ...come first. With over 9 million clients and 20,000 financial advisors... ...and adjust the branch business plan to increase branch effectiveness... ...offers a 401k retirement plan, and tax-advantaged accounts: health...TaxTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$22.61 - $37.67 per hour
...calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction... ...to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers...Hourly payFull timeLocal area$88k - $110k
...manager for a portfolio of financially complex client relationships within the defined... ...sound personal financial planning and financial advisory... ...order): Certified Financial Planner (CFP), Chartered Financial... ...accidental death and dismemberment, tax‑preferred savings accounts,...TaxFull timePart timeWork at officeShift workDay shift- A leading financial services company is seeking Financial Advisors to guide military families towards financial security. In this role, you will coach clients on comprehensive financial planning, manage day-to-day finances, and help build lifetime assets. Ideal candidates...Flexible hours
- ...Starting the first of the month after hire. ~ Generous HRA contribution with medical plan enrollment. ~401(k) with Company Match: $1-for-$1 match up to 6%. ~ FSA Eligibility for pre-tax savings. ~ Company-Paid Life Insurance and Short & Long-Term Disability. ~ Buy...TaxTemporary work
- ...Junior Weapon Systems Manager (WSM) Bowhead seeks a Junior Weapon Systems Manager (WSM) to perform a dual-hatted role supporting... ...Manage assigned FMS cases from "cradle to grave," supporting planning, execution, and sustainment activities. Organize research of...JuniorFor subcontractorWork at office
- ...neuropsychological evaluation services for clients receiving behavioral health services... ...psychological reports to support treatment planning and clinical decision‑making. This role operates... .... Manage all federal, state, and local tax obligations. Maintain professional...TaxFull timeFor contractorsWork at officeLocal areaRemote work
- ...I have an opportunity for "Jr Data Scientist ___ Aberdeen Proving Ground, MD - HYBRID " and I am looking for a candidate who can join Immediately if you are interested, reply to me with your updated resume or if you could refer someone I would really appreciate...JuniorImmediate start
- ...HRA contribution with medical plan enrollment. ~$1-for-$1 match... .... ~ FSA eligibility for pre-tax savings. ~ Company-paid life... ...Incentive-Based programming, Financial Management education, Career Counseling... ...and identification of client needs. ~ CPRS or CPRS-F credential...TaxTemporary workWork experience placementWork at officeMonday to Friday
$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:... ..., Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to...Hourly payContract workFor contractorsWork experience placementRemote work$17.5 - $31.5 per hour
...delivery partner. From tires, fuel and auto services to slip-resistant shoes – plus tools to help navigate insurance, expenses, and taxes – there are plenty of ways to save money and time. \n Deliver smiles, backed by Amazon. \n Packages make great passengers. Start...TaxExtra incomeContract workSelf employmentStart working todayFlexible hoursWeekday work$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of... ..., Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position...Hourly payContract workWork experience placementRemote workFlexible hours$115k - $132k
...services or programs that relate to costs, financial and accounting services, budgeting, and... ...formulation requirements within the Planning, Programming, Budgeting, and Execution System... ...our founding in 1998, we have helped clients leverage existing and emerging technologies...Temporary workFor contractorsWork at officeImmediate startFlexible hoursShift work$60k - $85k
...make the difference. Reports to: VP of IT Operations Hybrid or Remote MNS Group is seeking a detail-oriented and proactive Project Coordinator to assist with planning, organizing, and executing compliance and client projects across our cybersecurity and IT service lines...Temporary workRemote work- ...administration alongside state and federal tax filing requirements Process and... ...Workforce Now experience preferred What My Client Offers ~ Medical, Dental, and Vision coverage... ...Time Off ~401(k) and ROTH retirement plans For further details on this role...TaxFull time
$120k - $137k
...documenting, and maintaining acquisition strategies, strategic plans, and formal program management documentation to guide capability... ...deliver positive outcomes. Since our founding in 1998, we have helped clients leverage existing and emerging technologies to transform their...Temporary workImmediate startFlexible hoursShift work$2,308 per week
...vision, and life insurance ~401(k) savings plan ~ Awards and recognition programs... ...Maxim Healthcare Staffing, has served our clients and communities by connecting people to the... ...per week (subject to confirmation) with tax-free stipend amount to be determined. Posted...TaxWeekly payContract workLocal areaShift workNight shift- ...reconciliations Prepare financial statements and performance indicator... ...Prepare monthly sales and use tax payments and returns... ...ability to lead a team What My Client Offers ~ Medical, Dental,... ...~401(k) and ROTH retirement plans For further details on...TaxFull time
$70k - $100.8k
...determining the credit risks of both new and existing commercial clients through detailed financial statement analysis, industry assessment, collateral... ...compliance. Provide guidance and instruction to more junior credit analysts. Attend Loan Committee meetings as...Full timeWork experience placementWork at officeImmediate start$120k - $137k
...documenting, and maintaining acquisition strategies, strategic plans, and formal program management documentation to guide capability... ...deliver positive outcomes. Since our founding in 1998, we have helped clients leverage existing and emerging technologies to transform their...Temporary workImmediate startFlexible hoursShift work- Harford Bank in Bel Air, MD is seeking a Sr. Credit Analyst responsible for evaluating credit risks of commercial clients through financial analysis and risk assessment. You will lead with our core values, ensuring loans comply with regulations and bank policies. The ideal...Full time
$2,267 per week
...required if applicable Responsibilities Evaluation, treatment planning, and ongoing case management across a broad orthopedic and neurological... ...shifts and 40 hours per week (subject to confirmation) with a tax‑free stipend amount to be determined. Benefits Premium medical...TaxCasual workShift work$103k - $175.2k
...For over 80 years, APGFCU has shared our financial experience and provided valuable products... ...information, including financial statements, tax returns, due diligence reports, credit... ...policies.* Accompany loan officers on client calls to gather information for analyses....TaxWork experience placementWork at officeFlexible hours
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