Finance advisor jobs in Hampton, VA

Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our summer internship program. Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2026. This is a paid internship program and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory. Primary Responsibilities: Shadow and participate in various types of client presentations Utilize CRM and financial planning software systems Shadow and assist Financial Advisors with preparation of financial documents and performance reports Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze, etc. Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance Participate and present in Investment Committee and portfolio subcommittee meetings Learn about and participate in portfolio optimization, rebalancing, and backtesting Conduct independent research and build spreadsheets for financial planning opportunities Work with a team virtually to create a financial planning project or other projects Other duties as assigned. Ideal Candidate Profile: Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA Majoring in Communications, Marketing, Finance or related business degree Be proficient in Microsoft Office Applications Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain: Direct exposure to senior leadership and decision-makers. The opportunity to work at one of the fastest-growing RIAs in America. Hands-on training to build and strengthen wealth management and financial planning skills. Experience within a culture that values collaboration, curiosity, and excellence. Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.

Welcome Financial Advisor Candidates Someone Who CARES encourages you to learn about opportunities in our three core areas as a Financial Advisor working with clients. The rewards for a Financial Advisor are outstanding. While we offer our clients sophisticated solutions that simplify their lives, we offer you the ideal place to build your career. SWC Financial Advisors are driven to be the best; they have a passion for excellence and work to exceed their clients' expectations. They listen to their clients' life goals and develop financial strategies to achieve their objectives. Our company offers integrated and comprehensive products and services across all businesses, leveraging the best of local knowledge and national expertise. Our Financial Advisors have the power to deliver what their clients want and need. An ideal candidate would have the following: Be open minded and willing to learn our process for working with clients and developing their business. Either have a series 65/66 license or capable of passing the test. A current client base and/or relationships with 50 plus people. Client could be insurance, securities, advisory, tax preparation, etc. or any financial service relationship. History of success, professional, and believes in planning and goal setting. Really cares about helping people and providing solutions that are best for their clients. Understands that the financial services business is rapidly changing. Wants to convert from “selling a product” to building long term value based relationships. Positive Attitude Financially Stable The Benefits of Becoming an Advisor Our system provides real value. The BENEFITS are TANGIBLE, SPECIFIC, and MEASURABLE. Our proven systems will help: - Have a business strategy to succeed in the competitive and changing financial services business - Feel good knowing you make a difference - Enhance your ability to build and sustain long term relationships - Have client relationships based on services and processes, not products and transactions - Attract and manage more client assets and cash flow - Leverage technology to simplify and as a competitive advantage - Convert your “job” to a “business” - Achieve Maximum and Sustainable “Net” Earnings - Increase your profitability and create a business that has marketable value - Free up your time with improved time management - Control and balance your personal and business demands - Eliminate or reduce stress, worry, and negative surprises - Have more FUN! WE WILL SIMPLY MAKE LIFE BETTER FOR YOU!

Financial Assistance Advisor will work at ECPI University's VA, Virginia Beach campus location. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor's and Master's Programs. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum. Visit *********************** to learn more about how you can help people improve their lives through education. Position Summary Are you seeking a financial advising career at a university that promotes the enhancement of each student's professional and personal life through education? Then a career as a Financial Assistance Advisor with ECPI University may be for you!! The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals. Responsibilities Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student. Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines. Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process. Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns. Qualifications Education/Experience Bachelor's degree preferred. 2-3 years of related experience. Any equivalent combination of education, experience, and/or training. Skills/Abilities Proficiency in Microsoft Office. Proficiency in CampusVue Student database, preferred. Utilizing AI tools preferred. Well-developed oral and written communication skills. Excellent organizational and analytical skills. Ability to quickly master new methodologies, technologies, and systems. Ability to handle a high-pressure environment with significant timeline pressures. Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service. Ability to work independently and with a team as well as with various constituents. Benefits of Employment ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University, click HERE. Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business using our proven platform, with mentorship from leaders who are actively in the field. We work warm, intent-based leads (no cold calling lists) and focus on education, not pressure sales. What you'll be doing - Calling and meeting with families who have requested information about life insurance, mortgage protection, or final expense coverage - Listening to their goals, budgets, and concerns, then building simple, clear options - Submitting applications through our brokerage platform with access to multiple A-rated carriers - Following a structured training system with mentorship, scripts, and step-by-step support - Growing into leadership by helping train and support other agents if you choose the agency-owner path What we provide - Remote-first, flexible schedule (full-time or part-time) - Access to warm leads from families who requested information - Step-by-step training, mentorship, and leadership development - Proven system to grow from personal production to team building - A culture focused on faith, family, growth, and breaking poverty's chains Compensation This is a 1099, commission-only role with uncapped earning potential. New, committed part-time agents can earn a few thousand per month, while full-time and leadership-track agents can scale well beyond six figures as they grow a team. Who this is for - Self-motivated doers who want to build something of their own - People who are coachable, growth-minded, and willing to follow a proven system - Those who want time freedom, impact, and income - not just another job If you're ready to align with a team that will invest in you while you build your own business, we'd love to talk.

Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley. Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 400,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia. Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to: Investing in You: Educational Assistance, encompassing books, lab fees, registration costs, and more. Support for Student Loan Repayment. Abundant Career Growth Opportunities. Time Off That Matters: Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap. Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too! Paid Sick Time for all team members. Financial Security: Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option. Company-covered short- and long-term disability insurance. Complimentary Life Insurance and the choice of additional Voluntary Life Insurance. Flexible Health Care and Dependent Care benefits. Langley Federal Credit Union is currently hiring for a Full Time Financial Analyst to work on-site from our City Center office, located in Newport News, VA Job Summary: Complies and maintains reliable financial information. Produces financial analyses and reporting for senior management and other department leaders. Works closely with departments to research financial variances to plan and help forecast the financial statements. Essential Functions, Duties, and Responsibilities: Conducts financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management. Coordinates and collects input data from different departments, checks data integrity, summarizes and converts data, runs models, verifies, analyzes, and communicates output data. Assists in developing and maintaining forecasting models. Analyzes current financial results to identify and address evolving business issues and opportunities. Performs reporting and analysis to support presentation and ad-hoc requests. Participates in the month-end closing of the Credit Union's financial statements. Assists in the coordination and preparation of the annual financial plan. Partners with business leadership to assess the financial implications of ongoing efforts to grow the organization. Assists with credit, liquidity, and interest rate risk reporting preparation. Researches trends in Economic Data, including Treasury Rates, Federal Funds Rates, Inflation, and Unemployment. Qualifications: A bachelor's degree in finance or an equivalent combination of working experience and training. Two years of experience in financial analysis or accounting, including budget and forecasting models within a financial institution required. Advanced proficiency in Excel, PowerPoint, and Access is required. Our Keys to Success: Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities. Langley Ambassadors - Demonstrates a passion for Langley's vision, encouraging diversity, equity, and inclusion while considering Langley's values when making decisions and taking accountability for delivering results. Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future. Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities. Continuous Learners - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization. Physical Requirements: The physical demands described here must be met by an employee to successfully perform this position's essential functions, duties, and responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit, use hands, including fingers, operate standard office equipment such as a mouse, keyboard, and adding machine, as well as speak and hear. The employee is occasionally required to stand and walk. Specific vision requirements for the job include close vision (at 20 inches or less). Working Conditions: The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Work is performed in a climate-controlled office environment where the noise level is typically quiet to moderate. This job description is not designed to cover or contain a comprehensive listing of functions, duties, or responsibilities required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time, with or without notice. #Sponsored EC

Primary Purpose: Special projects, deposit pricing, retail, treasury. Essential Responsibilities: Assist Bank President and Commercial Team in special projects as needed Assist Commercial Loan Officers and Private Bankers in the day-to-day monitoring of loan portfolios as needed. Perform various other member service tasks and assignments as requested Attend outside prospect and member meetings as requested Learn the Bank's products and services as well as affiliate companies to assist loan officer in identifying cross-selling opportunities Observe full confidentiality of financial information Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA) Summer Internship Minimum Required Skills and Competencies: Must be at least 18 years of age or older. Must have completed at least two years of college prior to May 18th, 2026, and be currently enrolled in college. Basic Computer Skills and Proficiency with Microsoft Word, Excel, and PowerPoint Must be available to work Monday through Friday, from May 18 through August 7th. Punctual and dependable Works well in a team environment Detail-oriented and willing to help others Must be at least a rising Junior Desired Skills and Competencies: Prior banking or finance experience Majoring in Business, Finance, Accounting, or Economics Rising senior preferred Physical Requirements: Express or exchange ideas by means of the spoken word via email and verbally. Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.

SSI is seeking a Financial Controller for the Corporate Office located in Camarillo, CA. You will provide financial management for the company's portfolio of Navy contracts that conform to DCAA Cost Accounting Standards. SSI provides world class service to our Navy customers, and we take pride in everything we do, because what we do matters! The successful candidate for this role will serve as a business and financial advisor to the CEO. You will be responsible for consolidation and review of financials for the organization, providing relevant insight to the business unit and financial management. In addition, you will help coordinate the financial deliverables for multi-year contracts. This role requires strong analytical skills with the ability to work both independently and as a team member to produce timely, quality products. Responsibilities include the preparation of monthly, quarterly, and annual reports and presentations, review of financial forecasts and progress towards meeting the forecasts, internal business reporting, and ad-hoc analysis for other functions and various projects. This person will also be required to communicate and present financial data to management in an accurate, concise, and understandable manner, perform variance analysis, monitor opportunities and risks, and support new business proposals. A hybrid work environment may also be considered. Required Education, Experience, & Skills Proficiency in Microsoft Office tools Strong working knowledge of Financial Tools (Unanet/Deltek) Ability to multitask in a fast-paced, time-sensitive environment Strong organizational skills to manage multiple priorities Strong interpersonal skills to interact with diverse work teams Ensure compliance with government and SSI policies Ability to analyze data and provide information for sound decision making Prior Program Finance experience Excellent communication skills Preferred Education, Experience, & Skills Demonstrated ability to develop and maintain professional and effective relationships with internal customers at all levels of the organization Experience with process improvement and change management Ability to make clear presentations to all levels of management Experience working with Cost Type contracts Please apply at: ************************* Send resume to ****************

Apogee Solutions is seeking a Financial Analyst to support the United States Navy's COMNAVSURFLANT in Norfolk, VA. Qualified candidates must have a Secret clearance. The Financial Analyst will be responsible for providing support towards the Shipboard Multipurpose Copier Program (SMCP). SURFLANT is responsible for manning, training and equipping surface forces and shore activities to ensure a capable force for conducting prompt and sustained operations in support of national interests. The Financial Analyst will: * Support project objectives in support SMCP program, to include the tracking of onboard equipment requirements, training requirements, and pre-deployment supply requirements. * Facilitate decisions necessary for program delivery and communicate funding requirements. * Execute established vendor processes to ensure timely and accurate delivery of parts and support equipment. * Develop financial requirements supported with budget analysis and report findings to command leadership. * Use automated financial tools to analyze and track funding documents. * Draft, review, and submit financial documents issued by Budget Activity/Functional Program and ensuring they are consistent with the budget formulation and execution processes. * Identify deviations and ensure variances are resolved through coordination with the Comptroller and N43 while providing quarterly updates to the Government lead. * The contractor shall monitor funds, create a fiscal tracking process spreadsheet to appropriately track funding. * Analyze and identify underperforming programs and make recommendations for efficient use of funds. Required Experience: * Active DOD Secret Clearance * Bachelor's degree in Accounting, Finance, or Business Management AND 5 years of experience in budgeting, finance, or accounting OR 10 years of experience in budgeting, finance, or accounting * Working knowledge of budget functions involving the formulation, justification, and/or execution of budgets for organizations, programs, or projects * Prior experience in Navy logistics, accounting or ship maintenance is desirable * This work requires Journeyman knowledge and skill in the application of Command Financial Systems, Microsoft applications (Word, Excel, PowerPoint) and excellent communication skills

Part-time, Internship Description Role: Finance Intern - Check Processing Department: Finance General Description: Operation Smile is seeking a motivated and detail-oriented Finance Intern to assist with the processing and depositing of donor checks during our peak giving season. This position plays a key role in ensuring the accurate and timely handling of donations that directly support our global mission. The ideal candidate will have strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining confidentiality. Essential Functions: Process and record incoming donor checks in accordance with internal finance procedures. Prepare donor check batches to our third-party check processor. Perform in-house deposits of select donor checks. Communicate regularly with the third-party processor, as well as internal teams. Maintain organized digital and physical storage of all processed checks. Support the Finance Department with other administrative and donation processing tasks as needed. Requirements Job Qualifications and Skills Required: Currently enrolled in a college or university program (Accounting, Finance, Business Administration, or related field preferred). Strong attention to detail and commitment to accuracy. Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite (especially Excel and Outlook). Ability to maintain confidentiality and handle sensitive donor information. Reliable, professional, and able to work independently and collaboratively in an office setting. Additional Information· This is an in-person internship located at Operation Smile's headquarters in Virginia Beach, VA. Expected work schedule: 15-20 hours per week between November 10, 2025, and January 2026. Compensation: $15 Per Hour

Job Description: On behalf of our client, we are looking for a Financial Analyst who will be responsible for the full range of financial functions. As the onsite representative, the Financial Analyst must be technically savvy and possess excellent communication skills. Job Responsibilities: Define established financial business practices for integration into the client's financial business systems. Identify potential problems and recommended solutions through data analysis, including should-cost, projected cost analysis, and trade studies related to cost trade-off options. Perform budget reviews; evaluate IT Procurement Requests. Develop requirements for financial data applications. Support budget meetings and IPTs, produce meeting minutes, and develop briefs. Develop and submit weekly and monthly status reports. Maintain current knowledge of relevant developments in the area of expertise. Develop and deliver the working level and senior leadership briefs. Requirements Job Requirements SECRET clearance. Certified Defense Financial Manager (CDFM) or Certified Cost Estimator Analyst (CCE/A) certification required Bachelor's Degree in a related field, or commensurate experience Minimum of four (4) years experience in financial analysis or management: Minimum of three (3) years experience directly related to Department of the Navy (DON), Office of the Under Secretary of Defense (OSD), President's Budget (PB) PPBE cycles and activities, and using tools including Budget Information System (PBIS) and Program/Budget Information System Information Technology (PBIS-IT) Experience in DoD/DoN financial analysis and management, with demonstrated ability in cost analysis Proficient in business writing. Communications must be concise and effective. Excellent attention to detail. Proficiency in Microsoft Access, Excel, Word, Outlook, PowerPoint, Project, and Visio. Knowledgeable in SharePoint and other web-based portals. Proficient in data analysis and supporting technologies, such as database applications and platforms with a strong focus on cost analysis. Experience in interpreting requirements, performing highly complex analyses, and resolving complex problems. Ability to think independently with minimal oversight, as well as demonstrate exceptional written and oral communications skills. Excellent customer/client management skills and techniques - internal and external.

Provides financial and lifecycle management support for the Shipboard Multipurpose Copier Program (SMCP) and CNSL N6 budget activities. Coordinates with the CIO, vendors, and comptroller to track requirements, budgets, and financial documents to ensure program delivery. This position is contingent upon contract award. Please ensure resume has the following information: Name Updated contact information Dates of employment (MM/YYYY to MM/YYYY) Key Responsibilities: Track onboard equipment, training, and supply requirements. Analyze CNSL N6 financial data using automated tools; prepare budget reports. Draft and review funding documents and reconcile deviations with the Comptroller. Develop fiscal tracking processes and recommend improvements for underperforming programs. Qualifications: Bachelor's degree in Accounting, Finance, or Business Management (preferred). 5+ years budgeting/finance/accounting experience; Navy logistics/accounting background preferred. Strong skills in Microsoft Office and financial systems.

At PBMares, your future is our focus. We're seeking a Financial Analyst who is passionate about accuracy, integrity, and driving strategic initiatives. This role is critical in ensuring our financial statements reflect the highest standards of compliance with GAAP while supporting the growth and success of our firm. PBMares Core Values: Integrity Trust Respect Accountability Caring What that means for you: Full benefits: medical, dental, 401K match & HSA. Paid Time Off 11 paid holidays per year Flexible work schedule to include hybrid work environment. Summer Hours! Half days on Friday (based on a minimum 40-hour work week) Company investment of a minimum of 40 hours learning and development annually What You'll Do Lead and Support: Guide Accounting Specialists through daily and periodic activities, ensuring accuracy and efficiency. Financial Operations: Review lockbox, credit card, and wire remittance deposits; reconcile batches; and process Wire/ACH transactions. Client Engagement: Review client correspondence and make adjustments or notifications as needed. Billing & Receivables: Oversee staff billable hours, expenses, and billing practices; manage work in progress (WIP) and accounts receivable. Month-End Close: Assist with accruals, expense analysis, and reconciliations across bank accounts, AR, AP, WIP, and Fixed Assets. Analysis & Reporting: Research discrepancies, prepare journal entries, and deliver insights to senior leaders. Strategic Initiatives: Partner with Senior Financial Analysts and management to support and sometimes lead firm-wide projects. Process Excellence: Document SOPs, update workflows, and identify opportunities for improvement. Payroll Oversight: Review bi-weekly multi-state payroll, including off-cycle and supplemental payments.

Tax & Financial Analyst - Palms Associates (Virginia Beach, VA) In-Office | Full-Time | Excellent Work/Life Balance Palms Associates, LLC-a long-standing developer, owner, and manager of high-quality commercial and multifamily properties throughout the Southeast-is seeking a Tax and Financial Analyst to join our collaborative accounting team in Virginia Beach, VA . If you are a CPA or CPA candidate with experience in public accounting and real estate management or development , this role offers a unique opportunity to blend tax expertise, financial analysis, and strategic impact- all within a company that truly values balance and flexibility. Position Summary The Tax and Financial Analyst is responsible for managing the company's tax compliance, financial reporting, and analytical functions. This position combines technical tax expertise with strong financial reporting and analytical skills to ensure compliance, improve operational efficiency, and support data-driven decision-making. The ideal candidate is detail-oriented, proactive, and experienced in real estate or property management accounting. Key Responsibilities Tax Management Prepare and file federal, state, and local tax returns, including income, sales, and property taxes. Maintain accurate tax records and documentation to support audits and compliance reviews. Monitor changes in tax legislation and assess their impact on company operations and entities. Coordinate with external tax advisors and auditors to ensure timely and accurate filings. Analyze tax implications of business transactions, property acquisitions/dispositions, and entity structures. Assist in developing tax strategies to minimize risk and optimize financial performance. Financial Analysis & Reporting Oversee general ledger activities, including journal entries, reconciliations, and month-end close processes. Prepare and analyze financial statements in accordance with GAAP. Reconcile bank accounts, credit card statements, and escrow accounts. Maintain fixed asset schedules and depreciation records. Assist in budgeting, forecasting, and variance analysis. Analyze monthly, quarterly, and annual financial results and provide insights on trends and performance. Collaborate with property and regional managers to ensure accurate and timely financial reporting for each property. Support financial modeling and investment analysis for acquisitions, refinancing, and capital projects. Prepare executive-level financial summaries and reports to support strategic decision-making. Compliance & Controls Ensure adherence to GAAP, company policies, and internal control procedures. Support financial and tax audits and assist in implementing recommendations for process improvements. Assist in maintaining and documenting accounting policies and internal control procedures. Support system upgrades or implementations related to accounting, reporting, and tax compliance. Qualifications Bachelor's degree in accounting, finance, or related field. CPA or CPA candidate preferred. Tax experience in public accounting. 4+ years of experience in accounting, tax, or financial analysis-preferably in real estate or property management. Strong understanding of GAAP, federal and state tax laws, and real estate accounting practices. Proficiency in accounting software (Yardiexperience a plus) and advanced Excel modeling skills. Excellent analytical, organizational, and communication skills. Ability to work independently, manage multiple priorities, and meet deadlines. At Palms, we have excellent benefits! Outstanding total compensation package includes: Career development Health/Vision/Dental/Life/Disability Insurance, Flex Spending, HSA Excellent PTO Wellness day off and additional floating holiday Community service day off Housing discount $1,000/$1,500 contribution to Health Savings Account (HSA) 401k 4% match; historically 6% profit sharing, all immediately vested to you! Job Type: Full-time Note: Palms is an Equal Opportunity Employer. Palms hires qualified job applicants following prior employment verification, reference-checking, and criminal and drug screenings.

Financial Assistance Advisor will work at ECPI University's Virginia Beach Health Science campus location. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor's and Master's Programs. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum. Visit *********************** to learn more about how you can help people improve their lives through education. Position Summary Are you seeking a financial advising career at a university that promotes the enhancement of each student's professional and personal life through education? Then a career as a Financial Assistance Advisor with ECPI University may be for you!! The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals. Responsibilities Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student. Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines. Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process. Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns. Qualifications Education/Experience Bachelor's degree preferred. 2-3 years of related experience. Any equivalent combination of education, experience, and/or training. Skills/Abilities Proficiency in Microsoft Office. Proficiency in CampusVue Student database, preferred. Utilizing AI tools preferred. Well-developed oral and written communication skills. Excellent organizational and analytical skills. Ability to quickly master new methodologies, technologies, and systems. Ability to handle a high-pressure environment with significant timeline pressures. Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service. Ability to work independently and with a team as well as with various constituents. Benefits of Employment ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University, click HERE. Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.

Primary Purpose: Special projects, deposit pricing, retail, treasury. Essential Responsibilities: Assist Bank President and Commercial Team in special projects as needed Assist Commercial Loan Officers and Private Bankers in the day to day monitoring of loan portfolios as needed. Perform various other member service tasks and assignments as requested Attend outside prospect and member meetings as requested Learn the Bank's products and services as well as affiliate companies to assist loan officer in identifying cross-selling opportunities Observe full confidentiality of financial information Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA) Summer Internship Minimum Required Skills and Competencies: Must be at least 18 years of age or older. Must have completed at least two years of college prior to May 18th, 2026, and be currently enrolled in college. Basic Computer Skills and Proficiency with Microsoft Word, Excel, and PowerPoint Must be available to work Monday through Friday, May 18, through early-mid August. Punctual and dependable Works well in a team environment Detail-oriented and willing to help others Must be at least a rising Junior Desired Skills and Competencies: Prior banking or finance experience Majoring in Business, Finance, Accounting, or Economics Rising senior preferred Physical Requirements: Express or exchange ideas by means of the spoken word via email and verbally. Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.