<p>Paraplanner Financial Advisor ~ Washington, D.C. area Financial Services </p><p>$90k, plus great benefits, growing company! </p><p> </p><p>My client is well established financial services company located in the Washington, D.C. area. with a need for a Paraplanner Financial Advisor to join their experienced team! The Paraplanner will help clients achieve their financial goals through assessing their needs and providing appropriate financial product solutions. The Paraplanner Financial Advisor will be responsible for growing an existing book of business and have the following duties:</p><p><br></p><p>· Assisting the Senior Financial Planner with daily operations </p><p>· Building customer relationships and servicing accounts </p><p>· Guiding clients through the financial planning process </p><p>· Provide advice on investment strategies and annual objectives </p><p>· Stay update to date on current market changes and products changes </p><p>· Maintain compliance with all regulatory laws </p><p>· Conduct research in preparation of client meetings </p><p> </p><p><br></p><p> </p><p> <strong><u>Requirements</u></strong>:</p><p>2 + years’ experience</p><p>BS/BA degree</p><p>Have an active Series 6, 63, or 65</p><p>Active Life and Health Insurance licenses is a plus </p><p>Experience in banking/financial services is highly preferred </p><p> </p><p> </p><p>Interested candidates in this Paraplanner Financial Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn.</p>
We are looking for a highly skilled Marketing Manager to lead strategic initiatives and drive impactful campaigns within our organization. This role requires a creative thinker who can design and execute marketing plans, analyze performance metrics, and collaborate with cross-functional teams to achieve business objectives. Based in Washington, District of Columbia, this position offers the opportunity to make a significant contribution to our promotional efforts.<br><br>Responsibilities:<br>• Develop and execute comprehensive marketing strategies tailored to the organization’s portfolio.<br>• Design and implement campaigns aimed at achieving or exceeding established performance goals.<br>• Write engaging and persuasive content for a variety of marketing materials.<br>• Identify target audiences using historical data and demographic insights to optimize campaign reach.<br>• Oversee production timelines, ensuring all projects are delivered on schedule.<br>• Provide guidance on branding and creative direction for promotional assets.<br>• Create and manage automated campaigns to support organizational programs.<br>• Update and maintain web pages to ensure content is accurate and impactful.<br>• Offer budget recommendations for promotional activities to maximize return on investment.<br>• Collaborate with internal departments to cross-promote memberships, products, and services effectively.
We are looking for a Product Data Integration Specialist to join our team in Sterling, Virginia. In this role, you will leverage your expertise in Shopify, Python, and API development to streamline and enhance data workflows. Your contributions will be instrumental in managing product data pipelines, automating processes, and ensuring compliance with industry standards.<br><br>Responsibilities:<br>• Develop and automate Shopify theme features using Liquid, JavaScript, and lightweight Python scripts.<br>• Implement automated workflows, such as price, inventory, and product status checks, using tools like Shopify Flow.<br>• Manage product data pipelines, including creating, updating, and archiving products, between Shopify and external data sources.<br>• Configure export/import mappings, schedule data syncs, and generate exception reports to ensure seamless integrations.<br>• Build and maintain connections between Shopify and secondary sales channels such as Google Merchant Center and Meta.<br>• Enforce standards for naming conventions, taxonomy, and product attributes, ensuring compliance and accuracy.<br>• Maintain comprehensive documentation, including data dictionaries, SOPs for product management, and pricing guidelines.<br>• Stay informed on industry trends, partnerships, and promotional calendars by attending relevant events and webinars.<br>• Collaborate with store owners to address requests, educate them on workflows, and provide detailed reports as needed.
