Finance advisor jobs in Norfolk, VA - 63 jobs

Financial Advisor Reports To: Director of Investment Services FLSA Status: Exempt This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client. Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to customers on personal investment product purchases. Maintains expertise with the current investment product portfolio to ensure optimum marketing potential. Keeps informed of industry product trends and issues; identifies opportunities for improvement and makes recommendations to management. Job Requirements College degree or equivalent experience required. 2-4 years relevant experience. Certification/License: Series 6, 63, 7, 24, 65 and life insurance licenses required. Ability to foster and cultivate relationships with prospective and existing customers. Excellent presentation skills to enhance the organization's image to prospective customers. Ability to communicate effectively and clearly to a broad range of existing and potential customers. Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments. Innovation and flexibility are essential to meet the demands of an ever-changing market. Excellent analytical skills are needed to recommend the appropriate products and services to customers. Ability to work with a team and share knowledge and skills. Ability to conduct business in a highly ethical manner which keeps in line with regulatory requirements. The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction. Position Duties: Achieve or exceed individual revenue goals as defined on an annual basis. Meet or exceed all branch matrix goals for assigned territory if applicable. Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with FA role as evidenced on internal / external audits, compliance items and customer-initiated complaints. Maintain required continuing education professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Execute on key internal partnering activities including regular branch visits, banker / branch trainings and area meetings. Create strong external relationships in an effort to develop referral sources and meet appointment objectives. Network in the community to enhance the bank's image and forge relationships. Provide active mentoring and coaching to the Assistant Financial Advisor. Qualifications: Bachelor's Degree or Equivalent Experience providing investment guidance and advice to clients. Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. Experience: Between 2-4 years Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Specialized Knowledge: Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner. Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities. Thorough understanding of economic principles and compliance standards.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40

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

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

This role is designed for an experienced Financial Planner who is ready to take the next step toward supporting , and then leading , client relationships. Our Founder is looking to build his advisory team and mentor the person who is as excited to help clients as much as he is. If you're passionate about financial planning, thrive in a collaborative environment, and want to be part of a firm committed to excellence, this could be the perfect match! Who You Are CFP Professional highly preferred, or progress towards certification Series 6 and Series 7 licenses required, any additional are a bonus 2+ years in an associate planner, financial planning, or client-facing role Experience with industry-specific platforms: Redtail, eMoney Advisor, Envestnet, Excel, etc. What You'll Do Support Founder across all stages of the planning process Serve as a primary point of contact for client questions, coordination, and ongoing needs Prepare for and follow up on client meetings, including notes, plan updates, and task management Assist with ongoing tax strategy-projections, Roth conversions, tax withholdings, charitable planning, etc. Build deep expertise in business owner planning and retirement planning Assist clients with 401(k) enrollment by explaining plan options, contribution limits, and investment selections Support investment recommendations aligned with firm-wide strategy Maintain accurate documentation in the CRM and planning tools Communicate with CPAs, attorneys, and other professionals to support integrated planning tasks Adhere to all compliance, regulatory, and internal policy requirements Why You'll be a Great Fit Comfortable stepping gradually into client-facing responsibilities You care deeply about doing right by clients and delivering thoughtful, high-quality planning You have a strong foundation in financial planning and can put in the work required to lead relationships within 6-12 months You love learning, especially in tax planning and retirement planning You are a proactive, self-managing, initiative taker who claims ownership of tasks, meeting deadlines, and following through without reminders You communicate clearly, professionally, and with compassion in writing and verbally You're energized by teamwork and believe great planning happens collaboratively What You'll Get This is a full-time, W-2 role. Annual base salary: $75,000 to $110,000, depending on experience, licensing and credentials Total compensation: Potential for up to 10% bonus eligibility Benefits include: 100% employer-paid health insurance 401(k) with 3% Contribution (not match) PTO & paid holidays Professional development support Remote work flexibility 1 day per week to start A supportive, collaborative environment and a defined career track to accelerate your growth

We invite you to explore a future with us at PRA Group, a diverse and growing company that has a tangible impact on the global economy. Follows standardized practices/procedures while working on routine assignments. Applies broad theoretical knowledge obtained through education. Supports projects and programs. Primary point of responsibility for the quantitative and qualitative analysis of individual investment opportunities. The Investment Analytics professional collects and analyzes data for the development of investment\forecasting strategies for one or more portfolios and interprets price, yield, stability, or other financial metrics. These roles also track and report on current or expected financial performance and makes recommendations meant to improve portfolio returns. Drives innovation and development of future techniques to continuously improve underwriting results and processes. Professional Experience, Skills and Qualifications: * Must have effective organizational, time-management and high attention to detail skills. * Strong data analysis capability with technical knowledge. * Strong excel skills (charts/graphs/formulas/Visual Basic Application (VBA)/data tables/goal seek). * Basic version control knowledge -(Example: GitHub). * Entry level knowledge of relational database programming tools for extracting data such as SQL. Ability to learn SQL code for intermediate query level functioning including the ability to: * Import data into SQL Server from various sources (text files, spreadsheets, Access Data Bases) * Export data out of SQL Server to various targets (text files, spreadsheets, Data Bases). * Execute existing Transact-SQL (T-SQL) Queries and Scripts. * Modify T-SQL Queries and Scripts. * Create T-SQL Queries and Scripts. * Ability to mine, clean, and manage large data sets and troubleshoot data issues identified. * Knowledge of data preparation methods: handling of missing data and general imputation. In-depth knowledge of concepts and processes including: * Analytical problem-solving skills. * Ability to complete business problem solving tasks when assigned. * Ability to interpret data, identify trends, and report data findings. * Intermediate level of analytics autonomy and independence. * Project implementation focus. Capable of day-to-day project oversight on task needed to execute. Additional Experience: * Intermediate-level experience in business analytics. * Knowledge of Financial Services and/or non-performing loan market preferred. * BA/BS in a Business, Finance, Science, Technology, Engineering, Mathematics (STEM) or quantitative field. Key Responsibilities: * Assist with ad-hoc project work when needed. * Maintain ongoing self-study programs to enhance knowledge of various software and computer languages, including, but not limited to SQL, Visual Basic, MS Access, MS Excel, R and Python. * Must be able to discover and learn new programming languages and apply them to solve new business challenges. * Present ad-hoc, research, and study findings to peers and management. * Research the cause and effects of known problems discovered through the data when assigned. * Work closely with subject matter experts to correctly document changes and improvements to policies and procedures. Assist with audits and research to verify accuracy of historical pool forecast data. * Prepare templated pricing materials under supervision as needed for the underwriting department. * Verify data produced by the underwriting department is stored accurately. Help with audits where necessary. All qualified applicants will receive consideration for employment regardless of age, race, color, sex, gender, religion, national origin, physical or mental disability, citizenship, or any other classes recognized by state or local law or any other characteristic protected under applicable federal, state or local law. We are a drug free workplace. To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status.

JobID: 210655252 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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

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

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

The following states/districts are excluded from this job ad: AK, CA, CO, CT, DC, HI, IL, LA, MA, MN, MO, NE, NV, NH, NJ, NM, NY, ND, OR, PR, RI, VT, WA, WY Future Need - Actively Interviewing Are you a sharp-minded Financial Analyst who has a strong grasp of financial modeling and program management? If you're ready to take on a new challenge supporting the U.S. Navy, we are looking for a Financial Analyst-Lifecycle Manager who's eager to turn data into actionable insights for future program efficiency. Position Description: The Financial Analyst / Lifecycle Manager tracks, analyzes, and reports on naval funding and program budgets that support naval equipment, training, and pre-deployment operations. Minimum/General Experience: 5 years of experience in budgeting, finance, or accounting Minimum Education: Bachelor's degree in accounting, finance, business management or related field Essential Skills/Qualifications: Above average knowledge and experience with project financial systems Above average experience with organization, program, and project budget functions (e.g., formulation, justification) Above average experience with execution of budgets Above average experience with the Microsoft Office Suite (e.g., Word, Excel, PowerPoint) Excellent oral and written communication skills Strong attention to detail skills Ability to establish and maintain positive interpersonal relationships Ability to collaborate and problem-solve in a team environment Experience in Navy Logistics, Accounting or Ship Maintenance (preferred) General Physical Requirements needed to perform the essential functions of this job may vary based on the location of the assignment. Assignment Location - COMNAVSURFLANT (CNSL), Naval Base, Norfolk, VA; Consists of travel up to a 50-mile radius. Sedentary Work - Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Typing, communicating, repetitive motions. Close visual acuity to prepare and analyze data, view computer monitors and read. May need to view presentation screens and other visual aids in a virtual setting. Inside environmental conditions with protection from outside elements. Security: Must have an active Secret security clearance to be considered; Ability to maintain a DoD Clearance U.S. Citizenship DoD Clearance Consists of a review of up to but not limited to: Covers 10 year period and in some instances lifetime events OPM Security Investigations Index (SII) DOD Defense Central Investigations Index (DCII) National Agency Check (NAC) records FBI name check FBI fingerprint check Credit report check A check of local law enforcement agencies with jurisdiction over the areas where the applicant has lived, worked, or attended school Education check- Attendance and Degrees Employment verification -may include interviews of supervisors and/or co-workers Corroboration of unemployment May include reference interviews May include interviews of the individual, former spouse (s) Confirmation of all residences Verification of public record information Acceptable Credentials Tasks/activities include, but are not limited to: Provides Shipboard Multipurpose Copier Program (SMCP) support Works with internal and external clients, third party vendors, the Chief Information Officer (CIO) in accomplishing project objectives Tracks equipment, training, and pre-deployment requirements Facilitates program delivery decisions and communicates funding requirements Ensures timely and accurate delivery of parts and support equipment Develops CNSL N6 financial requirements through budget analysis and reporting findings to N6 government lead Uses automated financial tools to analyze and track funding documents supporting CNSL Headquarters Information Technology Provides technical support (computer, teleconference, telephone, & command and control systems) Drafts, reviews, and submits financial documents issued by the Budget Activity/Functional Program, ensuring they are consistent with the budget formulation and execution processes Identifies deviations and ensures variances are resolved through coordination with the Comptroller and N43 while providing quarterly updates to the N6 government lead Monitors funds provided within CNSL N6 Creates a fiscal tracking process spreadsheet to appropriately track funding Analyzes and identifies underperforming N6 programs, and make recommendations for efficient use of funds Compensation & Benefits: The annual projected pay range for this position is $65,413 - $79,024 with consideration being given to various factors including but not limited to qualifications, experience, job responsibilities, and geographic location. Oxley Enterprises, Inc. offers a full array of benefits including: Medical, dental, vision and prescription drug coverage for you and your family. Life Insurance, short-term disability and long-term disability paid for by the Company. Supplemental coverages including Accident, Critical Illness, and Hospital. Additional Life insurance coverage for you and your dependents. 401k plan with various options to select based on your retirement goals. Oxley Enterprises , Inc. is a certified service-disabled veteran-owned (SDVOSB), economic disadvantaged woman-owned (EDWOSB), Small Business Administration Certified 8(a), and small disadvantaged business (SDB) that has 25 years of experience building and delivering quality IT systems and programs. Oxley is ranked in the INC 5000 7 times (2016, 2017, 2018, 2021, 2023, 2024, 2025). Oxley is a 2019 - 2025 Department of Labor HIRE Vets Medallion Award Winner. Oxley is Virginia Values Veterans certified. All qualified applicants will receive consideration for employment without regard to any status protected by applicable federal, state, or local law. If you require a reasonable accommodation to apply for a position at Oxley Enterprises, Inc., please send an email to our Human Resources Department at: **************************** with the following information: Subject Line: Accommodation Request Provide a description of your accommodation request Include your contact information: Full name, Email address, Best number to reach you (optional) We participate in the E-Verify program. ***************************

DSV - Global transport and logistics In 1976, ten independent hauliers joined forces and founded DSV in Denmark. Since then, DSV has evolved to become the world's 3rd largest supplier of global solutions within transport and logistics. Today, we add value to our customers' entire supply chain by transporting, storing, packaging, re-packaging, processing and clearing all types of goods. We work every day from our many offices in more than 80 countries to ensure a steady supply of goods to production lines, outlets, stores and consumers all over the world. Our reach is global yet our presence is local and close to our customers. Read more at *********** Location: USA - Chesapeake, 1305 Executive Blvd. Division: Air & Sea Job Posting Title: Financial Analyst - FAB Team Time Type: Full Time Summary Provide internal and external support for transportation / logistics services outside of the US that require customers to be billed in the US; Third Party Billing. Manage the billing process according to customer requirements. Duties and Responsibilities * Coordinate shipments that are moving from offshore-to-offshore locations, to include: * Setting up new business * Coordinate with sales, offshore locations, customers and third parties * Document requirements and/or SOPs * Ensure the account activities and billing process according to customer requirements * Audit shipments and invoices from offshore against customer requirements and customer tariff * Analyze shipment documentation provided, make determination as to compliance with SOP, provide parties with requirements to align to SOP, determine when billing fulfillment met and execute billing process. * Shipment data entry and billing in the transport management system to customers and offshore locations * Research and resolve accounting issues and other complex transactional items * Act as a primary point of contact for the third-party billing requests * Coordinate within department, account manager, collections department and other parties, as necessary * Work closely with various parties within the organization and the customer to assure the customer requirements / billing requirements are met and processes support the billing process · Escalate issues to department management with recommendations and justification, where possible * Assist in other tasks, as needed Educational background / Work experience * A bachelor's degree in accounting or related field is preferred * Generally, prefer 3-5 years of billing and/or freight audit experience is preferred * Freight forwarding experience in either export or import operations with the understanding complex * transportation flows * Prior experience in analytics highly desirable Skills & Competencies * Excellent interpersonal, analytical, problem-solving, and communication skills required * The ability to understand different factors that drive transportation processes and related cost is also required * Intermediate MS Office Excel and Word skills * Strong analytical and problem-solving skills * Knowledge of logistics and supply chain management principles * Ability to work well under pressure and in a fast-paced environment Language skills * Fluency in English is required * Knowledge of additional languages is a plus Computer Literacy * Proficiency in Microsoft Office Suite For this position, the expected base pay is: $57,000 - $77,000 / Annual. Actual compensation will be determined based on job-related factors, including relevant experience, skills, education or certifications, and geographic location, consistent with applicable laws and company policy. DSV offers a comprehensive benefits program designed to support the health and well-being of employees and their families. Benefits include medical, prescription, dental, vision, and life insurance, as well as flexible spending accounts (FSAs), health savings accounts (HSAs) (for eligible plans), and short- and long-term disability coverage. Employees also have access to wellness resources, Employee Assistance Program (EAP) services, and other support benefits. Financial benefits include participation in the DSV 401(k) plan, which provides company matching contributions of up to 5%. To support work-life balance, DSV offers various paid time off programs and paid company holidays. Specific PTO and leave programs may vary by location and division in accordance with state or local laws DSV does not accept unsolicited agency resumes. Please do not forward unsolicited resumes to our website, employees, or Human Resources. DSV will not be responsible for any agency fees associated with unsolicited resumes. Unsolicited resumes received will be considered property of DSV and will be processed accordingly without fees. DSV is an equal employment opportunity employer. Candidates are considered for employment without regard to race, creed, color, national origin, age, sex, religion, ancestry, disability, veteran status, marital status, gender identity, sexual orientation, national origin, or any other characteristic protected by applicable federal, state or local law. If you require special assistance or accommodation while seeking employment with DSV, please contact Human Resources at *************. If you are interested in learning the status of your application, please note you will be contacted directly by the appropriate human resources contact person if you are selected for further consideration. DSV reserves the right to defer or close a vacancy at any time. DSV - Global transport and logistics DSV is a dynamic workplace that fosters inclusivity and diversity. We conduct our business with integrity, respecting different cultures and the dignity and rights of individuals. When you join DSV, you are working for one of the very best performing companies in the transport and logistics industry. You'll join a talented team of more than 75,000 employees in over 80 countries, working passionately to deliver great customer experiences and high-quality services. DSV aspires to lead the way towards a more sustainable future for our industry and are committed to trading on nature's terms. We promote collaboration and transparency and strive to attract, motivate and retain talented people in a culture of respect. If you are driven, talented and wish to be part of a progressive and versatile organisation, we'll support you and your need to achieve your potential and forward your career. Visit dsv.com and follow us on LinkedIn, Facebook and Twitter. open/close Print Share on Twitter Share on LinkedIn Send by email

Liberty Military Housing - Own your passion for service! At Liberty Military Housing, we're here to serve those who serve our country by providing military families with comfortable, well-maintained homes in inviting communities across the United States. We take great pride in our highly trained team of professionals. With a blend of property management and military backgrounds, our employee-owners bring a proactive, solution-oriented mindset, along with unparalleled levels of empathy and understanding for our residents and one another. Liberty Military Housing is dedicated to helping our employees develop personally and professionally and provides an unprecedented 150+ hours of professional development annually to each employee-owner. Camaraderie and collaboration form the foundation of our culture. We put people first, honoring one another's diverse experiences, ideas, and contributions to our shared success. We strive to bring out the best in each other so we can do outstanding work and positively impact the lives of military families. We're always looking for dedicated team members in a variety of roles to help create meaningful results that help us meet our company goals. We offer an excellent benefits package, training, development, and opportunities for advancement, so if you're ready to grow your career, take a look at our current job openings and become an employee-owner at Liberty Military Housing. Responsibilities A Day in the Life of a Financial Analyst: As the Liberty Military Housing Financial Analyst, you will be responsible for monthly and quarterly financial reviews, Flash reporting, PO and IR reporting, and ad hoc analysis for Liberty Military Housing. This role requires attention to detail and excellent data analysis skills while working effectively with interrelated groups, including Accounting, Construction, Asset Management, Risk Manager, and Property Management. Your Responsibilities include, but not limited to: Prepare monthly Financial Review files for assigned LMH Districts Support Finance leadership with writing monthly and annual variance explanations Lead Monthly and Quarterly Financial review with accounting and operations team Assist leadership with preparing annual operation budgets for LMH Prepare weekly analysis of operational metrics, including aging PO's and IR's, work orders, and turns Prepare monthly Flash Report files for all LMH Navy and Marine Corps PPV's Prepare quarterly reporting for all PPV's including quarterly Executive Home Reports Developing process documentation for a variety of Finance and Operation procedures Ad Hoc reporting and process improvement including but not limited to payables, receivables, utility usage, and costs Qualifications What You Need for Success: Technological capabilities and experience with Microsoft Office (and specifically comprehension of advanced Microsoft Excel functions) is required Ability to adapt to an environment. Flexibility is important Must be flexible work hour and additional hours based on project demands Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service Property Management, Yardi, and Accounting experience is preferred Excellent oral and written communication skills are required Applicant must be detail-oriented, ability to ensure accuracy of work Applicant must be able to work in a fast-paced environment and have the ability to communicate with multiple team members, internal clients, and external clients Minimum Bachelor's degree in accounting or finance May require use of personal or company vehicle, or electrical cart Must be able to talk, listen, and speak clearly on telephone What we Provide You: Liberty Military Housing takes into consideration everything from career development to family matters, and health & wellness. We are committed to offering our team members a wide range of benefits, including the following: Medical/Dental/Vision Insurance* Life and AD&D Insurance 401k Retirement Plan w/company match Employee Stock Ownership plan Incentive Bonus Program 10 Paid Holidays per year 40 hours Paid Sick Leave per year** 80 hours Paid Vacation per year** * Medical/Dental/Vision insurance eligible after 30 days of full-time employment. **Vacation and sick time are based on the employee's hire date.

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

Job DescriptionDescription: Support the Joint Program Office (JPO) Support Services in support of the Director Operational Test and Evaluation (DOT&E)/Joint Test and Evaluation (JT&E) Program. *Secret Clearance Required Using the DOD Financial Management Regulation (FMR), Joint Travel Regulations, DOD Foreign Clearance Guide, Defense Agencies Initiative (DAI), military funding documents (MIPRs, PR&Cs), Defense Travel System (DTS). Managing and tracking Government and civilian travel; executes military interdepartmental purchase requests (MIPR), contractual purchase request (PR&C), processes Government equipment purchases request. Using the basic principles of Government financial management. Requirements: Bachelor's degree in finance or other related field Financial Data Analysis Expertise Experience supporting Budget Process and POM Development Experience in preparing financial reports and executive level briefings Knowledge of DOD Financial Management Regulation (FMR), Joint Travel Regulations, DOD Foreign Clearance Guide, Defense Agencies Initiative (DAI), military funding documents (MIPRs, PR&Cs), Defense Travel System (DTS) and Defense Agency Initiative (DAI) system Experience managing and tracking Government and civilian travel Experience supporting military interdepartmental purchase requests (MIPR), contractual purchase request (PR&C), processes Government equipment purchase requests Familiarity with government and military testing terminology is desired. Must be expert in MS Word, familiar with MS Publisher and Adobe Acrobat Desired Experience: experience with the military culture and the JT&E community

Busch Gardens is a place of thrills, fun and positive, lasting memories. And that's just what its like to work here! As a key member of our team, you'll play a major role in bringing happiness and excitement to people from around the world. If you're dedicated, dependable and driven to deliver exceptional guest service, this is a place for you! What you get to do: This role will support the Busch Gardens Williamsburg and Water Country USA parks through financial reporting budgeting, forecasting and variance analysis. We are looking for someone who will: * Prepare daily, weekly, monthly financial reports and revenue adjustments * Conduct month-end close processes, including P&L variance review and checkbook management * Familiarize with revenue recognition processes and provide back up as needed * Assist in the development and publishing of the annual operating budgets, long range plans, forecasting and variance analysis * Partners with local divisional leaders across the two Williamsburg properties * Provide analytical support for new business initiatives, ROI analysis, new attractions and marketing and revenue campaigns * Assist with projects related to expense analysis, including cost saving initiatives * Conduct ad hoc analysis as needed * Reports to and supports Manager of Finance * Perform other duties as assigned What it takes to succeed: * Must be at least 18 years old. * Bachelor's degree in finance, Accounting, or related field is preferred. * 1-3 years' experience in budgeting, forecasting and variance analysis required * Knowledge of forecasting and financial modeling, including proficiency in acquiring, organizing, and analyzing large amounts of data * Strong knowledge of forecasting, analytical thinking, and budgeting * Advanced Excel skills, strong planning and scheduling, and financial planning * Experience with Microsoft Power BI and/or Business Analytics tools is a plus * Natural curiosity and inquisitiveness, and enjoy solving problems * The ability to work in a team environment, in person and virtually, with a positive demeanor * The capability to meet deadlines, handle multiple priorities, and perform job responsibilities accurately with minimal supervision The perks of the position: * Paid Time Off * Complimentary Park Tickets and Passes * Park Discounts on Food and Merchandise * Medical, Dental, and Vision Insurance * 401K Retirement plan * Voluntary Insurance * Life Insurance * Disability Benefits * Tuition Reimbursement * Dependent and Health Care Flexible Spending Accounts * Employee Assistance Program * Legal Assistance Plan EEO Employer: SEAWORLD PARKS & ENTERTAINMENT IS AN EQUAL OPPORTUNITY EMPLOYER. ALL APPLICANTS WILL BE CONSIDERED WITHOUT REGARD TO AGE, RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, SEXUAL ORIENTATION, PREGNANCY, GENDER IDENTITY OR EXPRESSION, DISABILITY OR COVERED VETERAN STATUS.

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

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

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.