As a financial planning associate, you are at the core of what we do – helping people achieve their dreams through good financial advice and accountability. You will learn about each client’s unique needs and communicate our best advice to them. Financial planning is complex problem solving with the client in mind. This is not a sales role, nor will you be expected to lead meetings.
As you grow in your role, you may want to face outward and lead more client relationships but there is also space to lead others internally in developing and delivering excellent financial planning.
What will you do?
Who are you?
Who are we?
New Perspectives delivers exceptional financial planning for 400 client households. We love our clients and exploring ways to better serve them together. We manage investment portfolios and dive deep into client’s financial lives to grow their wealth and give them the confidence they need in their financial situation.
We support your professional growth through earning relevant certifications, maintaining them through continuing education and feeding your curiosity through conferences and industry events. Internally we have regular team building lunches, formal and informal internal development collaboration. Benefits include a 401(k) with match, annual bonus, employer paid health insurance and at least 32 days of paid leave/vacation/office closures.
...tasks. This is a contract-to-hire position offering competitive hourly compensation and benefits. This role is hybrid in San Francisco,... ...~ Ability to commute into San Francisco 2x/week Rate is $20 - $23/HR and medical, dental, vision benefits are available....
...This is a hybrid position, 2-3 days onsite in Arlington, VA. TS/SCI clearance required. TS/SCI Poly preferred Splunk Certified Administrator required, Certified Architect preferred Our client is seeking a Senior Splunk Engineer to support a premier analytics platform...
...challenged, we want to hear from you! About the Role: As an RN in our 53-bed unit, youll care for a diverse range of patients... ...from an accredited nursing program as required by licensure. BSN (Bachelor of Science in Nursing) is strongly preferred. If youre...
...years climbing experience Valid driver's license (Required) Able to obtain a DOT medical card Demonstrates proper rigging techniques for safe and efficient work Team-oriented and committed to safety and PPE requirements Key Climbing Skills...
Night Shift Production Supervisor Essential Duties & Responsibilities Operations and Support Communicate with production management regarding production schedules and customer orders Coordinate startups by communicating with teams to ensure lines are prepared...