2 financial planner jobs found

Financial Planner Company Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional wayswith a singular focus. Position Summary: We are looking for a Financial Planning professional who will deliver comprehensive, tailored...

OFFICE ASSISTANT - CHMG Job Summary: Creates a welcoming and professional environment for our patients and visitors by demonstrating exceptional customer service. Uses technology systems to manage a wide range of patient requests including appointment scheduling, patient registration, answering general questions and meeting needs, while reducing financial loss and ensuring compliance. Provides a comprehensive and proactive patient experience while performing point of service activities and entering and maintaining confidential and accurate patient information. Education: Position requires a high school education. College or technical training a plus. Registration/Certification/Licensure: None. Experience: Position requires 1 -2 years experience in the medical field and/or 2 years of customer service experience. Other Requirements: Maintains unit-specific and hospital competencies, mandatory learning, and any clinical certifications required in...