Investment Consultant- Charlottesville, VA
Finance advisor job in Charlottesville, VA
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Financial Advisor
Finance advisor job in Charlottesville, VA
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
* 9 out of 10 of our Financial Advisors are veterans or military spouses.
* With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
* They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
* They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
* They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
* They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
* They coach military families on how to build a comprehensive financial plan that includes:
* Savings/banking
* Investments/wealth management
* Insurance/risk management
What we offer:
* We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
* We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
* You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
* Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
* As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
* At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
* There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
* We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
* Set your own schedule to manage work-life balance.
* Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
* Military experience or affiliation
* Bachelor's degree
* Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
Financial Advisor Associate #0610
Finance advisor job in Charlottesville, VA
Job Description
A distinguished independent Registered Investment Advisory (RIA) firm based in Charlottesville, Virginia, is looking for a Financial Advisor Associate to become part of their expanding team.
This position offers a unique chance to collaborate directly with a seasoned principal advisor within an intimate, team-oriented setting. You'll develop comprehensive expertise in every facet of wealth management-spanning client relationship oversight, portfolio management, and holistic financial planning.
Key Responsibilities:
Work closely with the principal advisor and support team to ensure seamless client service delivery
Participate in client meetings, reviews, and ongoing relationship management
Assist with comprehensive financial planning processes and implementation
Contribute to the delivery of personalized wealth management services
Support the management of discretionary investment portfolios for high-net-worth client households
Assist with various aspects of practice management as the firm continues
Collaborate on asset management strategies and portfolio monitoring
Requirements
Essential Requirements:
Commitment to maintaining the highest standards of integrity and client care
1-5 years of experience in financial advisory, client relationship management, or financial planning
Ability to work collaboratively in a small-team environment
Series 7 and Series 66 licenses (or equivalent securities registrations)
Strong service orientation with exceptional attention to detail
Excellent interpersonal and communication skills
Desired Qualifications:
Background in comprehensive financial planning processes
Experience within an independent RIA or LPL-affiliated firm
Familiarity with discretionary portfolio management
CFP designation or progress toward certification
Experience serving high-net-worth clientele
Benefits
Compensation & Benefits
Salary Range: $100,000 - $1450,00 annually, commensurate with experience and licensing
Structure: Base salary plus performance-based bonus
Note: In compliance with Virginia pay transparency requirements, the compensation range provided represents the firm's good faith estimate for this position. Actual compensation will be determined based on the candidate's qualifications, experience, and licensing credentials.
Equal Employment Opportunity and Non-Discrimination Policy
Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.
Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
Privacy and Pay Equity:
California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at ******************************
Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
Rhode Island: We do not request or require salary history from applicants.
Connecticut: We provide wage range information upon request or before discussing compensation.
New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
Financial Advisor - Charlottesville, VA
Finance advisor job in Charlottesville, VA
Thrivent Financial Advisor
Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
Job Description
As a Thrivent Financial advisor, you'll:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Solutions Advisor - Southern Virginia Market
Finance advisor job in Charlottesville, VA
Charlottesville, Virginia;Charlottesville, Virginia **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 (**********************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
- Monday - Fridays and rotating Saturdays
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
**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.
Investment Banking Senior Analyst | Aerospace, Defense & Government Services
Finance advisor job in Washington, VA
Business Unit: Corporate Finance Industry: Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.
Aerospace, Defense & Government Services
Houlihan Lokey's Aerospace, Defense, and Government (ADG) team is consistently ranked the No. 1 M&A advisor for companies in the middle-market. With over 30 investment bankers, split between LA and DC, our ADG team is among the largest focused groups on Wall Street. Our senior leadership team has a multi-decade track record of executing the highest quality and impact transactions in the sector and has tremendous continuity together.
The team focused primarily on sell-side M&A for a variety of high-quality privately held, private equity held, and public companies. We are widely recognized as a trusted advisor in the sector and regularly involved in industry-defining transactions across the highest-impact sub-verticals in the market.
Job Description
Analysts are an integral part of Houlihan Lokey's business activities and play a key role in the delivery of exceptional service to our clients around the globe. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.
This position will be based in Houlihan Lokey's Washington, D.C. office, working with their established team of ADG Group bankers. As part of our team, you will:
* Prepare, analyze, and help explain historical and projected financial information
* Perform valuations of companies and businesses
* Coordinate and perform business due diligence and execute M&A transactions
* Prepare confidential memoranda, management presentations, marketing pitches, and other presentations
* Assist in the marketing and execution of existing engagements
* Build relationships and maintain direct contact with clients, prospective clients and professional advisors
The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business.
Basic Qualifications
* The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm's success, creativity and new ideas are encouraged.
* At least one year of investment banking experience is required
* Coursework in accounting and finance required
* Strong analytical capabilities and excellent verbal and written communication skills
* A fundamental understanding of valuation theory, methodologies, and application
Preferred Qualifications
* Strong financial and computer (Excel, Word, and PowerPoint) skills
* Demonstrated ability to work cooperatively with all levels of staff
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$110,000.00-$130,000.00
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
#LI-115314
Auto-ApplyFinancial Planning & Analysis Analyst
Finance advisor job in Harrisonburg, VA
Who We Are and What We Do
Farmer Focus's mission is to promote and protect generational family farms by shifting farm-level decision-making and chicken ownership back to farmers and empowering them to farm the way they know is best. We are committed to consistently producing 100% organic and humanely raised chicken that is better for people, the planet, and animals. Our culture is rooted in servant leadership, and we live by our Farmer Focus CARES values: Community, Accountability, Respect, Excellence, and Stewardship.
The Financial Analyst will collaborate with the Director of FP&A to provide support to the Finance Team with analysis on our financial activities including support for the monthly business review cycle, Financial Statement preparation, KPI reporting and analysis, ERP data analysis, sales analytics, operations analysis, collaborating with other Farmer Focus departments on projects and assignments, and meeting various deadlines. This key role will assist the Director of FP&A in using data analytics to coordinate and expand the budget and forecasting processes, monitor ERP workflow, monthly closing, benchmarking, sales and operations analysis, and reporting key financial data in an on-going effort to improve efficiencies, ensure the accuracy of the data, and turn data into useful information. The position is expected to perform these duties efficiently, with a high degree of accuracy, and with an eagerness to be an asset to the Farmer Focus team.
Essential Functions
Support FP&A responsibilities with annual budget process, strategic planning, and other financial forecasting, including developing models, collaborating with operational managers, and tracking all aspects of the planning processes.
Be an integral part of the monthly closing process including preparing Profit & Loss statement, Balance Sheet, and Statement of Cash Flows along with identifying and explaining variances and other trends. This would also include assisting with the development of the Monthly Management Performance Review (MPR) report including graphs, commentary, and additional analysis as needed.
Create and maintain actionable KPI reports, and dynamic dashboards designed to monitor and evaluate finance performance, operating expenses, forecasting, HR indicators, and other indicators to help monitor the health and efficiency of the operational areas and the company.
Assist operational managers in capital expenditure (CAPEX) request and approval process including financial modeling, ROI analysis, new initiatives feasibility, business plans, and tracking these requests through the approval process. This would also include evaluating completed CAPEX projects to confirm desired savings/efficiencies were achieved.
Work closely with the Sales team on customer performance tracking, inventory tracking, sales mix analysis, as well as Sales Dollar, Sales mix, pricing fluctuations, and new customer feasibility.
Become fluent in the ERP platform and understand the flow of data through the system and reporting. Able to reconcile ERP reports for data integrity and convert the data into meaningful reports and dashboards.
Provide advanced data collection utilizing Business Intelligence (BI) platforms and pivot tables to collect, analyze, reconcile, evaluate, and report data to increase productivity, financial analysis, dashboards, and special projects.
Assist Cost Accountant in working with Sales & Marketing on modeling new product cost estimates as well as analyzing and reviewing product costing data for accuracy and reasonableness across product categories
Work with Operations on Capital Spending tracking, purchasing analysis, and logistics analysis.
Assist the FP&A team and Controller's Office on annual financial auditing tasks, financial reporting for lenders and investors, and tracking debt position.
Be an active member and contributor of the Finance team by educating users on financial models and concepts and articulating feedback to users of financial information in an easy-to-understand manner.
Willingness and eagerness to learn about the poultry industry and apply financial analytics to achieve the Farmer Focus strategic goals and work to cultivate the Farmer Focus Culture.
All other related duties as assigned by Management.
Qualifications & Requirements:
Essential
Bachelors' Degree in Finance, Business Analytics, Accounting, or related field required.
Minimum 3 - 5 years' experience in financial analytics or accounting
Advanced knowledge of MS Excel skills including data modeling, pivot tables, dashboards, Lookups, charts, and graphing required for analysis, reporting, and presentation purposes.
Solid understanding of business support systems like ERP, CRM, Business Analytics/OLAP platforms, accounting principles, and cost accounting principles to maximize analytical performance.
Excellent interpersonal, communication, and problem-solving skills with the ability to correspond verbally and in writing in a manner that results in mutual understanding.
Self-directed with attention to detail, and the ability to manage multiple tasks, changing priorities, and being assigned a variety of financial tasks.
Self-starter to work independently and with a team.
Effective reporting and presentation skills.
Positive attitude, good judgment, and excellent time management skills.
Preferred
MBA preferred
Experience in financial analytics or accounting in the food industry.
Work Requirements and Environment
Farmer Focus is committed to the principles of equal employment and to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment that is inclusive and equitable, free of harassment, discrimination, or retaliation based upon an individual's age, race (including traits historically associated with race, which includes hair texture, hair type, and protective hairstyles such as braids, locks, and twists), color, national origin, ancestry, religion, sex, sexual orientation (including transgender status, gender identity, or expression), pregnancy (including childbirth, lactation, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics), military status (including status as a uniformed servicemember, a veteran, or dependent of a servicemember), or any other status protected by federal, state, or local laws. Farmer Focus is dedicated to the fulfillment of this policy regarding all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay and other compensation, termination, and all other terms, conditions, and privileges of employment.
Auto-ApplyFinancial Analyst III
Finance advisor job in Charlottesville, VA
Collabera is ranked amongst the top 10 Information Technology (IT) staffing firms in the U.S., with more than $525 million in sales revenue and a global presence that represents approximately 12,000+ professionals across North America (U.S., Canada), Asia Pacific (India, Philippines, Singapore, Malaysia), and Europe (Ireland, Netherlands, Poland, United Kingdom). We support our clients with a strong recruitment model and a sincere commitment to their success, which is why more than 75% of our clients rank us amongst their top three staffing suppliers.
Not only are we committed to meeting and exceeding our customer's needs, but also are committed to our employees' satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as the “Best Staffing Firm to Work For” for five consecutive years since 2012. Collabera has over 50 offices across the globe with a presence in ten countries and provides staff augmentation, managed services and direct placement services to global 2000 corporations.
For consultants and employees, Collabera offers an enriching experience that promotes career growth and lifelong learning. Visit ***************** to learn more about our latest job openings.
Awards and Recognition
--Staffing Industry Analysts: Best Staffing Firm to Work For (2016, 2015, 2014, 2013, 2012)
--Staffing Industry Analysts: Largest U.S. Staffing Firms (2016, 2015, 2014, 2013)
--Staffing Industry Analysts: Largest Minority Owned IT Staffing Firm in the US.
Job Description
A Fortune 100 manufacturing giant looking urgently for Financial Analyst III who will The FP&A Analyst is a key member of the FP&A team, providing comprehensive financial reporting, planning & analysis with focus on Enabling functions coupled with business wide base cost consolidation and analytics.
Position Details:
Industry: Energy & Management
Location: Charlottesville, VA 22911
Job Title: Financial Analyst III
Key Deliverables:
• Support monthly and quarterly closing and reporting processes, ensuring accuracy of monthly/quarterly financials & timely KPI reporting
• Analyze performance against targets on a regular basis
• Drive and own planning processes: use deep cost knowledge to drive accurate short and long term forecasts; connect recent trends with base cost background and deliver solid estimates
• Participate in projects to facilitate and increase capacity for value-added financial analysis, e.g. process automation to continuously improve tools and outputs, simplify assessments, ES COA adoption, etc.
Qualifications
Must Have:
· Bachelors in Finance, Accounting, Business or related field.
· Minimum 3 years of experience in Finance - Functional Management
· 5-7 years minimum Experience With Financial Planning, Annual Planning, Budgets
· SAP user experience, Hyperion, Powermax, etc.
Additional Information
If you want to know more and apply, please connect with:
Niraj Singh
****************************
************
************************************************
Easy ApplyBank Intern
Finance advisor job in Franklin, WV
Job Description
BANKING INTERN
ANY PCB LOCATION
The PCB Internship is an exciting, engaging, and collaborative opportunity providing college students with a hands-on experience learning the variety of careers paths available in community banking through a departmental rotation format and strategic capstone project. Students selected engage directly with banking officers, executive and senior management, credit analyst, marketing programs, mortgage finance teams, commercial and retail banking groups, accounting team, human resources, training leaders, and much more throughout the 8-10-week paid internship. The role requires participation with other PCB interns in a team-oriented strategic capstone project. The project exists parallel with the departmental rotations and may have real world application. The final project will be presented to PCB Board of Directors, Executive, and Senior Management near the end of the internship.
ACCOUNTABILITIES
Responsive to bank and manager communications.
Communicate in a polite, effective, and professional manner.
Actively participate as part of a team working towards completion of a strategic capstone project.
Show initiative and be a positive member of the business environment.
Participate in online, in person and rotational area training schedules.
Share ideas with leadership for improvement enhancing process, procedures, or delivery within assignments.
Utilize problem solving and analytical skills.
Perform various administrative and service-oriented functions as assigned.
Engage and participate in community events and service projects PCB sponsors.
Develop, maintain, and grow relationships with PCB team members during rotation and throughout internship.
Deliver a positive customer experience when working internal and external partners.
Ensure accuracy of documents, projects, presentations, and results delivery.
Refer customers seeking products or services to the appropriate bank area.
Maintain the highest degree of integrity and confidentiality at all times.
Other duties as may be deemed necessary to support Bank activities.
SALARY STATUS
Hourly
SKILLS NEEDED
Ability to promote and market the bank through strong customer service and communication.
Able to adjust quickly to different work situations in a fast-paced environment.
Must be able to communicate thoughts clearly and professionally, both orally and in writing, to all levels of staff; as well as external contacts.
Ensure accuracy in all aspects of the job, detect errors, and follow through on corrections and details.
Ability to utilize various software platforms.
Ability to manage time to complete assignments and responsibilities, prioritize multiple tasks, work efficiently, meet short deadlines, take direction despite frequent interruptions.
Ability to establish and maintain cooperative and professional working relationships with those contacted in the course of work, including employees in other departments or facilities, vendors, and customers.
QUALIFICATIONS
Enrolled college student in good standing with their institution pursuing an undergraduate degree, preferably in business, finance, marketing, communication, accounting, or economics but not required.
Strong written and verbal communication.
Ability to think independently and work collaboratively within a team environment.
Possess critical thinking skills and attention to detail.
Able to handle multitask situations and working environment.
Excellent time management skills.
Adequate computer skills and ability to work with Microsoft Word and Excel
Pendleton Community Bank is an equal opportunity employer / veteran / disability. Employment decisions are based on merit and business needs, and not on race, color, citizenship status, national origin, ancestry, gender, age, religion, creed, physical or mental disability, marital status, veteran status, political affiliation, or any other factor protected by law. As a federal contractor, PCB accepts priority referrals of protected veterans for our openings.
FEIN 550251555
Member FDIC
Equal Housing Lender
Senior Principal Acquisition Analyst / Program Lead
Finance advisor job in Washington, VA
Job Title: Senior Principal Acquisition Analyst / Program Lead Clearance: Active DoD Secret clearance required
We are seeking highly experienced Senior Principal Acquisition Analysts / Program Leads with a minimum of 12 years of experience in DoD/Navy program management, government technical management, or industry business management. These roles will provide critical acquisition and programmatic support. The ideal candidate will possess a deep understanding of Navy acquisition processes and life-cycle program support, with demonstrated expertise in delivering Government Furnished Equipment (GFE) and Contractor Furnished Equipment (CFE) for ship platforms and combat systems.
Key Responsibilities:
Lead and oversee acquisition management activities related to the delivery, integration, and tracking of GFE and CFE for Navy ship platforms and systems.
Monitor and report on equipment delivery status, identify risks and issues, and develop mitigation strategies to support successful program execution.
Support program planning, documentation, milestone preparation, and stakeholder coordination across government and industry partners.
Analyze schedules, cost estimates, and performance data to ensure alignment with program goals and requirements.
Provide acquisition support in accordance with DoD 5000 series and NAVSEA acquisition processes.
Develop and present briefings, reports, and deliverables to senior leadership and supporting program offices.
Serve as a liaison between technical and programmatic stakeholders, ensuring effective communication and issue resolution.
Contribute to continuous improvement initiatives and best practices in program management and acquisition strategy.
Bachelor's degree in Engineering, Business Administration, Finance, English, History, Computer Science, Economics, Mathematics, Communications, Accounting, Education, or a Science discipline.
A minimum of 14 years of experience in DoD/Navy program management, government technical management, or industry business management roles.
Deep understanding of defense acquisition policies, program lifecycle management, and equipment integration processes.
Proven ability to manage complex projects with multiple stakeholders across geographically dispersed teams.
Excellent written and verbal communication skills, including experience preparing formal reports and briefings for senior government officials.
Proficiency with Microsoft Office applications and program tracking tools.
Preferred Qualifications:
DAWIA Level III certification (or equivalent) in Program Management or a related functional area.
Familiarity with shipyard operations, logistics planning, or configuration/data management.
Knowledge of Earned Value Management (EVM), Integrated Master Schedules (IMS), and Acquisition Strategy Development.
TS/SCI clearance or eligibility is highly desirable.
Why Join OMNI?
OMNI Consulting Solutions is a boutique consulting firm specializing in creating game-changing value and simple solutions for complex demands. OMNI is built on the idea that change moves the world forward and through creative and entrepreneurial leadership Omni maintains a bold reputation within the DoD/Aerospace community and across the various other industries we support.
As an OMNI employee, you can be assured of extensive growth opportunities, inordinately competitive salary compensation packages, and the unparalleled support of the OMNI family. We are an equal-opportunity employer, and our benefits packages are designed to meet the needs of all our employees and dependents:
Medical Coverage
Dental Benefits
Vision Benefits
Life Insurance
401(k) Retirement Plan with Employer Matching
Fully Vested on Day 1 of Employment
Paid Time Off & Sick Leave
Company Sponsored Social Events
IS IT A MATCH?
If you are interested in this position or other opportunities at OMNI, please let us know! We only need your resume and some basic details to get things started.
Even if you aren't a match, we may still be interested! We will keep your resume on-file and will let you know if something matching your skills comes along.
(Position Code: 6.25.1)
Financial Analyst (Clearance Required)
Finance advisor job in Washington, VA
PSG, INC. is an agile consulting firm with competencies in Business Operations, Human Capital Management, Finance & Program Management, IT, Security, Research & Data Science, Recruiting and Business Process Re-Engineering.
PSG is an industry leader in Financial Management, Program and Acquisition Management, and Business Process Improvement - providing innovative solutions for data-centric organizations. We are experts, highly skilled at creating solutions that enable complex business processes. Our solutions range from internally developed software solutions for industry-specific challenges, to large-scale, multi-faceted custom systems. We help our clients improve accuracy, efficiency, and costs. We give managers better control of their processes, provide data to key decision makers, and gain insight into their business processes - collecting, analyzing, and presenting data in ways that empower individuals is what we're all about.
At PSG, we view our clients as partners. We work closely with them to understand their business and its hurdles. Our success is based on our Partner's success - their problem is our passion. PSG leverages progressive technologies to provide technical applications that maximize the value of the organization's data. We help organizations achieve its mission more effectively and efficiently by designing, evaluating, and implementing solutions from a thorough understanding of their business.
Job Description
The Financial Analyst shall develop, manage, update, and maintain KM systems (e.g., SharePoint sites, databases, and internal websites) that can serve as repositories for storing, sharing, and utilizing data. The Financial Analyst shall assist the Government by advising how best to utilize KM tools. The KM systems will enhance information sharing of analysis, assessments, legislative materials, policies, strategies, budget materials, IT information, and other relevant documents. The Financial Analyst shall train system users, which may include Government partners, providing user guides as needed. The Financial Analyst shall integrate information with other databases, as required. Where possible, the Financial Analyst shall utilize automated tools and visualizations to facilitate users' access and ability to analyze information holdings. The Financial Analyst shall provide a Data Security Plan that ensures databases comply with data protections requirements and policies and incorporates a risk and recovery plan. The Financial Analyst shall employ specific tools for unique office needs, as required, which may include interoperability with or ability to share information with other Federal or State and local partners.
Financial Analyst (Journeyman)
Manages day-to-day financial program management tasks.
Monitors, tracks, analyzes, and reports on program financials to Senior Staff, Program Manager, and Gov't Personnel.
Collaborates with the Program Manager, Task Leads, contracts, and other business operations departments in conducting program financial matters.
Manages subcontractor and consultant hours/costs and addressing funding needs as well as monitors invoicing.
Completes accurate submission of program financial deliverables (i.e., Funds and Man-Hours Expenditure Report, Contract Funds Status Report, Financial Status Report, etc.).
Analyzes program financial data to ensure estimates are accurate and complete and alerts Program Manager and finance management personnel to potential at risk situations.
Maintains timely and accurate EACs for the Program.
Uses standard Earned Value Management System (EVMS) tracking techniques, analyzing, reporting cost, and schedule performance baseline to develop.
Reports, and maintains, program's financial metrics
Qualifications
Required Knowledge / Skills / Abilities:
BA/BS and 3+ years of experience or no degree and 9+ years of experience
Strong working knowledge of relevant MS applications, including Visio
Proven development of innovative and impactful solutions
Extensive experience with data visualization
Highly proficient technical writing capability is desired
Desired Knowledge / Skills / Abilities:
Ability to understand U.S. Federal Government business needs, with strong analytical and organizational skills.
Additional Information
Clearance: Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information; TS/SCI clearance with polygraph is required.
We are an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state, or local law.
All your information will be kept confidential according to EEO guidelines.
Intern FINANCE Summer 2026 - Staunton, VA
Finance advisor job in Staunton, VA
The Caton Companies is comprised of five companies that combine to form an alliance of nearly 500 employees in 12 markets in 6 states. From the planning stages of development and investment strategies, to excavation and construction, to management, The Caton Companies is poised to embrace the unique challenges and opportunities of any project. We are seeking ONE (1) Summer Finance Interns as follows:
- Mortgage Finance Intern at Park Lane Finance Solutions in Staunton, Virginia
The work of The Caton Companies is work that matters to our communities and to society. We take our jobs seriously and work hard, but we like to have fun in the process. We are growing, and we'd love to take you along for the ride. When we grow, you grow…we'll do our best to make sure of that.
Open to students at accredited colleges or universities who are majoring in Business, Finance, Real Estate, Accounting, or a related field. Intern must have completed--at a minimum--their sophomore year of studies prior to starting internship.
The Caton Companies will provide the student intern with the opportunity to experience various responsibilities within the Company in support of the student's educational and career endeavors. We will encourage growth and development through assignment of increasingly complex tasks and responsibilities. We will also provide the student with valuable information about financial analysis and development.
Summary/Objective
The Summer Finance Intern provides technical and analytical support in the preparation of financial and accounting data for the purposes of analysis by Management to make strategic decisions for the business. Performs other special projects as assigned.
Mortgage Finance Intern - Essential Functions
Review sales contracts, mortgage credit reports, appraisals, title work, tax returns, and closing package documents.
Obtain loan payoffs required for closing.
Calculate debt-to-income (DTI) and loan-to-value (LTV).
Assist mortgage processing department with applications, insurance and tax quotes, customer contacts, underwriting, and other duties.
Assist mortgage servicing department with payment processing, collections, escrow administration, and other duties.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type and Expected Hours of Work
This is a full time position; typical work hours will include shifts on Monday through Friday, 8:00 a.m. to 5 p.m.
Travel/ Driving
Possible need to utilize personal transportation for business purposes. Pick up office supplies, run to post office etc.
Required Education and Experience
High school diploma or equivalent
Completion of sophomore year of college
Salary depends on skills and experience. Family-owned, the Caton Companies offer 401(k), excellent medical/dental coverage, as well as other benefits. To learn more about The Caton Companies, visit **********************
Equal Opportunity Employer.
Auto-ApplyIntern FINANCE Summer 2026 - Staunton, VA
Finance advisor job in Staunton, VA
The Caton Companies is comprised of five companies that combine to form an alliance of nearly 500 employees in 12 markets in 6 states. From the planning stages of development and investment strategies, to excavation and construction, to management, The Caton Companies is poised to embrace the unique challenges and opportunities of any project. We are seeking ONE (1) Summer Finance Interns as follows:
- Mortgage Finance Intern at Park Lane Finance Solutions in Staunton, Virginia
The work of The Caton Companies is work that matters to our communities and to society. We take our jobs seriously and work hard, but we like to have fun in the process. We are growing, and we'd love to take you along for the ride. When we grow, you grow…we'll do our best to make sure of that.
Open to students at accredited colleges or universities who are majoring in Business, Finance, Real Estate, Accounting, or a related field. Intern must have completed--at a minimum--their sophomore year of studies prior to starting internship.
The Caton Companies will provide the student intern with the opportunity to experience various responsibilities within the Company in support of the student's educational and career endeavors. We will encourage growth and development through assignment of increasingly complex tasks and responsibilities. We will also provide the student with valuable information about financial analysis and development.
Summary/Objective
The Summer Finance Intern provides technical and analytical support in the preparation of financial and accounting data for the purposes of analysis by Management to make strategic decisions for the business. Performs other special projects as assigned.
Mortgage Finance Intern - Essential Functions
Review sales contracts, mortgage credit reports, appraisals, title work, tax returns, and closing package documents.
Obtain loan payoffs required for closing.
Calculate debt-to-income (DTI) and loan-to-value (LTV).
Assist mortgage processing department with applications, insurance and tax quotes, customer contacts, underwriting, and other duties.
Assist mortgage servicing department with payment processing, collections, escrow administration, and other duties.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type and Expected Hours of Work
This is a full time position; typical work hours will include shifts on Monday through Friday, 8:00 a.m. to 5 p.m.
Travel/ Driving
Possible need to utilize personal transportation for business purposes. Pick up office supplies, run to post office etc.
Required Education and Experience
High school diploma or equivalent
Completion of sophomore year of college
Salary depends on skills and experience. Family-owned, the Caton Companies offer 401(k), excellent medical/dental coverage, as well as other benefits. To learn more about The Caton Companies, visit **********************
Equal Opportunity Employer.
Auto-ApplyIntern FINANCE Summer 2026 - Staunton, VA
Finance advisor job in Staunton, VA
The Caton Companies is comprised of five companies that combine to form an alliance of nearly 500 employees in 12 markets in 6 states. From the planning stages of development and investment strategies, to excavation and construction, to management, The Caton Companies is poised to embrace the unique challenges and opportunities of any project. We are seeking ONE (1) Summer Finance Interns as follows:
- Mortgage Finance Intern at Park Lane Finance Solutions in Staunton, Virginia
The work of The Caton Companies is work that matters to our communities and to society. We take our jobs seriously and work hard, but we like to have fun in the process. We are growing, and we'd love to take you along for the ride. When we grow, you grow…we'll do our best to make sure of that.
Open to students at accredited colleges or universities who are majoring in Business, Finance, Real Estate, Accounting, or a related field. Intern must have completed--at a minimum--their sophomore year of studies prior to starting internship.
The Caton Companies will provide the student intern with the opportunity to experience various responsibilities within the Company in support of the student's educational and career endeavors. We will encourage growth and development through assignment of increasingly complex tasks and responsibilities. We will also provide the student with valuable information about financial analysis and development.
Summary/Objective
The Summer Finance Intern provides technical and analytical support in the preparation of financial and accounting data for the purposes of analysis by Management to make strategic decisions for the business. Performs other special projects as assigned.
Mortgage Finance Intern - Essential Functions
Review sales contracts, mortgage credit reports, appraisals, title work, tax returns, and closing package documents.
Obtain loan payoffs required for closing.
Calculate debt-to-income (DTI) and loan-to-value (LTV).
Assist mortgage processing department with applications, insurance and tax quotes, customer contacts, underwriting, and other duties.
Assist mortgage servicing department with payment processing, collections, escrow administration, and other duties.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type and Expected Hours of Work
This is a full time position; typical work hours will include shifts on Monday through Friday, 8:00 a.m. to 5 p.m.
Travel/ Driving
Possible need to utilize personal transportation for business purposes. Pick up office supplies, run to post office etc.
Required Education and Experience
High school diploma or equivalent
Completion of sophomore year of college
Salary depends on skills and experience. Family-owned, the Caton Companies offer 401(k), excellent medical/dental coverage, as well as other benefits. To learn more about The Caton Companies, visit **********************
Equal Opportunity Employer.
Auto-ApplyIntern FINANCE Summer 2026 - Staunton, VA
Finance advisor job in Staunton, VA
The Caton Companies is comprised of five companies that combine to form an alliance of nearly 500 employees in 12 markets in 6 states. From the planning stages of development and investment strategies, to excavation and construction, to management, The Caton Companies is poised to embrace the unique challenges and opportunities of any project. We are seeking ONE (1) Summer Finance Interns as follows:
- Mortgage Finance Intern at Park Lane Finance Solutions in Staunton, Virginia
The work of The Caton Companies is work that matters to our communities and to society. We take our jobs seriously and work hard, but we like to have fun in the process. We are growing, and we'd love to take you along for the ride. When we grow, you grow…we'll do our best to make sure of that.
Open to students at accredited colleges or universities who are majoring in Business, Finance, Real Estate, Accounting, or a related field. Intern must have completed--at a minimum--their sophomore year of studies prior to starting internship.
The Caton Companies will provide the student intern with the opportunity to experience various responsibilities within the Company in support of the student's educational and career endeavors. We will encourage growth and development through assignment of increasingly complex tasks and responsibilities. We will also provide the student with valuable information about financial analysis and development.
Summary/Objective
The Summer Finance Intern provides technical and analytical support in the preparation of financial and accounting data for the purposes of analysis by Management to make strategic decisions for the business. Performs other special projects as assigned.
Mortgage Finance Intern - Essential Functions
Review sales contracts, mortgage credit reports, appraisals, title work, tax returns, and closing package documents.
Obtain loan payoffs required for closing.
Calculate debt-to-income (DTI) and loan-to-value (LTV).
Assist mortgage processing department with applications, insurance and tax quotes, customer contacts, underwriting, and other duties.
Assist mortgage servicing department with payment processing, collections, escrow administration, and other duties.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type and Expected Hours of Work
This is a full time position; typical work hours will include shifts on Monday through Friday, 8:00 a.m. to 5 p.m.
Travel/ Driving
Possible need to utilize personal transportation for business purposes. Pick up office supplies, run to post office etc.
Required Education and Experience
High school diploma or equivalent
Completion of sophomore year of college
Salary depends on skills and experience. Family-owned, the Caton Companies offer 401(k), excellent medical/dental coverage, as well as other benefits. To learn more about The Caton Companies, visit **********************
Equal Opportunity Employer.
Auto-ApplyFinancial Analyst - University of Virginia - University of Virginia S&E
Finance advisor job in Charlottesville, VA
The Office Support Supervisor will be responsible for the supervision and control of general office functions: payroll, A/P, A/R, sales reporting, inventory, and operating statements. Supervises day-to-day data collection and completes basic accounting reports.
**Job Responsibilities**
Analyses and coordinates office operations and procedures such as typing, accounts payable, accounts receivable, payroll, flow of correspondence, filing, requisition of supplies, and other clerical services.
Evaluates office production, revises procedures, or devises new forms to improve efficiency of workflow.
Establishes uniform correspondence procedures
Formulates procedures for detailed retention, protection, retrieval, transfer, and disposal of records.
Reviews clerical and personnel records to ensure completeness, accuracy, and timeliness.
Prepares activities reports for mentorship of management, using computer.
Coordinates activities of various clerical departments or workers with department.
Assists unit management in the preparation of organizational invoices and monthly financial and other accounting responsibilities as needed.
May compile, store, and retrieve managerial data, using computer.
Help coordinate and supervise meetings within the office.
Responsible for maintaining inventory for office supplies and stocking daily.
Responsible for being the point person in the office for resolution to IT glitches and outages that effect the entire office.
Responsible for ensuring office is well maintained and being tended to accurately by maintenance and janitorial staff.
Other duties as needed.
At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice.
**Qualifications**
Use logical thinking to perform a variety of office tasks that require special skills and knowledge
Make decisions based on company policy and good judgment
Follow instructions without close supervision
Speak and write clearly and accurately
Plan your own work and sometimes the work of others
Proficient with all Microsoft Applications
Requires basic accounting skills.
Must have developed language skills to the point to be able to: Write announcements, letters, summaries, and reports, using prescribed format
Minimum 2 years experience preferred 4 years exirience.
This role may have physical demands including, but not limited to, lifting, bending, pushing, pulling and/or extended walking and standing. This role may also require uniforms and/or usage of Personal Protective equipment (PPE).
**Education**
**About Aramark**
**Our Mission**
Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.
At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.
**About Aramark**
The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at ***************************** or connect with us on Facebook , Instagram and Twitter .
Credit and Lending Intern
Finance advisor job in Staunton, VA
From your first day, you will be part of an engaged and customer-focused team! You will be introduced to various aspects of our operations and given the opportunity to work on a small business project within your department. Additionally, the summer is packed with opportunities to get to know Farm Credit - our people, our customers, and our unique contribution to rural America. Expect to challenge and to be challenged!
Our Credit and Lending departments provide tailored financing solutions for land, home, equipment, livestock, and operating credit to farmers, rural homeowners, and agribusinesses across Virginia, West Virginia, and western Maryland. Their work combines expert underwriting, risk assessment, and strong local relationships to ensure loans are both responsible and responsive to the unique needs of rural communities.
Location: Staunton, VA
The internship program runs from approximately June 1st through mid-August.
Pay is $17/hour
Responsibilities/Duties:
• Gain an understanding of our various operations
• Actively participate in educational opportunities provided throughout the summer to gain a broad understanding of Farm Credit
• Gain an understanding of the Association's vision, mission, and core values
• Assist in researching, developing, and carrying out a project plan with specific goals and recommendations
• Present final project in a creative and effective manner.
Required Qualifications:
• Candidates must be currently enrolled in an accredited College or University completing a Bachelor's Degree or advanced degree in Finance/Accounting, Marketing, Communications, Technology, Cybersecurity, Human Resources, Business, and/or Agricultural focus, (other similar degrees considered)
• Ability to think on your feet, solve problems creatively, work independently, and travel extensively throughout our region
• Exceptional communication and presentation skills, ability to work productively with a diverse team, and be a savvy technology user
• Reflect Farm Credit values: Excellence, Passion, Integrity, and Collaboration
(FCV is an EEO/AA employer, including veterans and individuals with disabilities.)
If you need a reasonable accommodation for any part of the employment process, please contact me by email at ************************* and let me know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis.
Auto-ApplyFinancial Solutions Advisor - Southern Virginia Market
Finance advisor job in Charlottesville, VA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
* Recommends banking and investments strategies that align with client financial goals and needs
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
* Mitigates and controls risk as part of daily activities
* Identifies and engages potential new clients through referrals or financial center clientele
* Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
* Monday - Fridays and rotating Saturdays
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
* Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
* Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Builds and nurtures strong relationships.
* Collaborates effectively with others to get things done.
* Communicates effectively and confidently and is comfortable engaging all clients.
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
* Likes to learn, adapts to new information and seeks the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Advisor - Shenandoah Valley VA
Finance advisor job in Staunton, VA
Be in Business for Yourself, not By Yourself
Thrivent Financial Advisor
Meaningful work. Rewarding career.
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program.
Job Description
As a Thrivent Financial advisor, you'll:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.
Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-Apply2027 Investment Banking Summer Financial Analyst (Class of 2028) - Washington DC Industrials
Finance advisor job in Washington, VA
Business Unit: Corporate Finance Industry: Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.
Industrials
Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).*
* Excludes accounting firms and brokers.
Job Description
In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals.
Qualifications
* Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028
* Possess basic knowledge of and a keen interest in finance
* Excellent verbal and written communication skills
* Strong work ethic and leadership skills
Preferred Qualifications
* A fundamental understanding of valuation theory, methodologies, and applications
* Strong analytical and computer skills (Excel)
* Ability to work cooperatively with all levels of staff
Application Requirement
* To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$110,000.00
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
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