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American Academy of Otolaryngology-Head and Neck Surgery Logo
American Academy of Otolaryngology-Head and Neck Surgery

Alexandria, Virginia

University of Nevada, Reno - Diversity & Inclusion

Reno, Nevada

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American Dental Hygienists' Association

Chicago, IL

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American Dental Hygienists' Association

Chicago, Illinois

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American Academy of Otolaryngology-Head and Neck S

Alexandria, Virginia

College of Southern Nevada

Las Vegas, Nevada

UCare

Minneapolis, Minnesota

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American Association of Airport Executives

Alexandria, VA

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Western Farmers Electric Cooperative

Moore, Oklahoma

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AMDA - The Society for Post-Acute and Long-Term Care Medicine

Remote - East Coast

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Texas Disposal Systems Inc.

Creedmoor, Texas

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National Board for Certification in Occupational Therapy, Inc (NBCOT)

Maryland

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Water Replenishment District (WRD)

Lakewood, California

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Watts Architecture & Engineering

Buffalo, New York

Teachers College, Columbia University

New York, New York

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Maryland Tech Council

Frederick, Maryland

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American Academy of Physical Medicine & Rehabilitation (AAPM&R)

Rosemont IL,

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American Academy of Sleep Medicine

Southwest suburban Chicago

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American Massage Therapy Association

Chicago Area

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Darden School of Business, University of Virginia

Charlottesville, Virginia

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Financial Planning Specialist
Duties & Responsibilities Responsible for all aspects of coordinating financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client. Keep current regarding tax law changes through research and participation in learning activities. Obtain and maintain appropriate professional designations related to financial planning. Education & Training Requires Bachelor's degree in Finance related field. Certified Financial Planner(r) designation preferred or completion of such designation within one year of hir


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