Financial Consultant - Bethesda, MD
Finance associate job in Bethesda, MD
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
Regional Financial Analyst
Finance associate job in Washington, DC
The Regional Analyst is responsible for accounting and finance duties for their region, including working with Corporate Accounting to execute month-end close, complete margin and trend analysis, drive annual budgets and re-forecasting as necessary, as well as all adhoc reporting and analysis deemed necessary to support Operation Managers. The ideal candidate has a great eye for detail and a high level of accuracy. The candidate must effectively communicate with management, colleagues, and peers throughout the Company.
Benefits
CalPortland is proud to offer a comprehensive, competitive benefits package that provides health and financial support to our most important resources: our employees. Your benefits are an important part of your overall compensation at CalPortland. That's why we give you a wide range of benefits to choose from.
Medical, Dental, Vision
low-cost premiums even for family coverage
Company-paid life/AD&D insurance
Company-paid short-term disability
Paid sick/vacation/holiday
401k/Company Funded Pension Program (program is dependent upon location and job type)
Employee Assistance Program (EAP)
Additional voluntary benefits
Responsibilities
Responsible for all aspects of the 5-day monthly financial close including:
Monitoring and coordinating completeness of sales and invoices in SAP
Monitoring and coordinating completeness of goods receipts and coordinating necessary accruals/reclasses
Coordinate inventory counts and investigate variances
Calculate royalties and coordinate payment
Complete margin analysis including cost variance analysis, sales price, and volume trend analysis as well as KPI analysis
Coordinate the input and review of annual budgets and forecasts as needed for region-specific plants and administrative departments including:
Assisting plant managers in completing justification and payback analysis for CAPEX
Provide training as necessary to use the forecasting software
Ensure budgets/forecasts are approved and provide required reporting, analysis, and parameters
Calculate and load costing BOMs for new and existing manufactured inventory and perform quarterly revaluation/LCM analysis
Calculate and monitor activity rates for internal labor
Set up pricing for internal sales and coordinate compliance with internal controls
Complete monthly and ADHOC reports and analysis for Management and Parent Company
Provide corporate governance to ensure the region is compliant with various internal controls
Education
Bachelor's degree in accounting, finance, economics or completion of related courses
Requirements/Qualifications
Knowledge of GAAP financial reporting
Proficient in Excel, Word, Outlook, and PowerPoint
Strong organizational and analytical skills
Self-starter and strong work ethic
Team-player and flexible
Available to work extended hours and potentially weekends as needed to meet month-end or audit deadlines
Available for minimal travel to attend in-person training
Preferred:
Experience in the construction materials industry
Experience with SAP
3+ years of experience as a Financial Analyst
Conditions of Employment
Successful candidate must submit to a post-offer pre-employment physical examination, drug/alcohol screen, and background check. Some positions require Federal Motor Carrier Safety Administration (FMCSA) registration/clearance as well as ongoing alcohol and drug testing.
#LI-MF1
Financial Analyst
Finance associate job in Germantown, MD
RETS Associates on behalf of our client, a national leader in transformational land development projects, is recruiting a Financial Analyst - Development in their Germantown, MD office.
This position will provide support to a lean and dynamic Development team, and responsible for maintaining and developing the development proforma, analyzing market trends, forecasting and reporting, and supporting the overall strategic planning of data center projects. The Financial Analyst will have 1-4 years of real estate financial analysis experience and a desire for a career path in Development. The ideal candidate will possess a strong analytical mindset, excellent communication skills, and the ability to work collaboratively in a fast-paced environment.
Key Responsibilities:
Maintain and develop pro-forma models to support the Development team.
Assist in budgeting, forecasting, and financial planning activities.
Coordinate with internal and external stakeholders including municipalities, regulatory agencies, and consultant teams to support the project management team.
Collect, analyze, and interpret data related to project performance, costs, and timelines.
Contribute to the development of long-term strategies for data center expansion and optimization.
Maintain accurate documentation and records related to project activities.
Qualifications:
Bachelor's degree in Finance, Business, Economics, Real Estate, or similar.
1-4 years of experience in real estate financial analysis including in depth financial modeling, data analysis, forecasting, and market research.
Strong analytical skills with proficiency in financial modeling, data analysis, and market research.
Excellent communication and presentation skills, with the ability to convey complex information clearly and concisely.
Commitment to high standards of excellence and integrity.
Strong attention to detail and excellent organizational skills.
Passion for commercial real estate and desire to grow with an exceptional team.
Proprietary Equity Traders Wanted
Finance associate job in Arlington, VA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyOutgoing Agreements & Financial Associate Specialist-26032
Finance associate job in Washington, DC
Overview World Wildlife Fund (WWF), one of the world's leading conservation organizations, seeks a Outgoing Agreements & Financial Associate Specialist. The Outgoing Agreement & Financial Associate Specialist administers outgoing agreements (subgrants, consulting agreements, and other contracts) from issuance through close-out for assigned programs. Responsibilities include drafting, reviewing, negotiating, and processing agreements; ensuring compliance with donor requirements, WWF policies, and audit standards; and maintaining accurate records in WWF systems (SmartSimple, Workday). The coordinator provides guidance to program staff and grantees, serving as a subject matter expert on agreement procedures. The role also supports financial management by reviewing subgrantee financial reports and budget vs. actuals, processing journal entries and reclasses in Workday, ensuring accurate and timely payments, and identifying and resolving reporting discrepancies. Salary Range: $58,200-$87,200 Please note: Applicants must be legally authorized to work in the U.S. This position is not eligible for employment visa sponsorship. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Responsibilities Grants and Contracts Administration * Drafts outgoing agreements (subgrants, consulting agreements, travel support agreements), incorporating scopes of work, budgets, monitoring requirements, and donor provisions. * Reviews and edits scopes of work and budget documents, collaborating with program staff and Program Administrators as needed. * Assesses agreement conditionality and serves as a resource on related questions. * Facilitates and monitors the review and approval process for new agreements and amendments. * Coordinates with Legal, program staff, Program Administrators, and other internal and external stakeholders during agreement negotiations. * Secures authorized signatures, distributes final documents, and tracks set-up for initial payments. * Maintains complete and accurate agreement records in SmartSimple and Workday in accordance with WWF policies and audit standards. * Troubleshoots issues related to agreement and supplier integration and payment processing. * Processes agreement payments in a timely manner, liaising with accounting and program teams to resolve questions. * Monitors and clears advances, and records expenses for conditional grants, consultants, and travel advances. * Monitors compliance with deliverable requirements and follows up on outstanding submissions. * Ensures financial and project reports are acknowledged and routed for timely review; may provide overviews for completeness. * Drafts and processes amendments for grants and consultancies as needed. * Closes out agreements in accordance with WWF policies, coordinating with Program Administrators and Technical Officers. * Provides guidance and support on outgoing agreement procedures and systems (SmartSimple and Workday); serves as a subject matter expert for internal partners. * Ensures real-time visibility of processing status in grant management systems. * Ensures all programmatic and financial documents related to outgoing agreements are properly filed and accessible for audit purposes. * Builds relationships across teams and communicates effectively with internal and external partners. * Works in close coordination with the Manager, Outgoing Agreements, receiving guidance and support to ensure consistency in processes and alignment with unit priorities. Financial Operations * Assists with financial and operational analyses, including and running/reviewing budget vs. actuals reports. * Reviews subgrantee financial reports. * Processes journal entries and reclasses in Workday in accordance with accounting policies. * Ensures timely and accurate processing of agreement payments. * Runs out-of-balance reports and resolves discrepancies. * Reviews the WWF Payroll Journal Hours Accounting report and makes necessary adjustments for any Effort Certification holding account hours. * Reviews the WWF Payroll Journal Hours Accounting report and makes necessary adjustments for any Effort Certification holding account hours. * Other duties as assigned. Key Competencies * Attention to Detail & Accuracy: Ensures completeness and correctness in agreements, financial transactions, and compliance. * Communication: Communicates clearly and concisely with internal stakeholders and external partners. * Organization & Multitasking: Efficiently manages multiple deadlines and priorities. * Collaboration & Teamwork: Works effectively across departments to achieve shared goals. * Analytical Skills: Reviews materials, identifies trends, and recommends improvements. * Independence & Discretion: Exercises sound judgment and autonomy in managing agreements and finances. * Customer Service Orientation: Supports staff and partners while ensuring compliance. * Adaptability & Prioritization: Manages competing deadlines and high-volume periods effectively. Qualifications * Bachelor's degree and two to four years of relevant experience in grants, contracts, public administration, or project/financial management. * Working knowledge of the grants management cycle and basic grant accounting principles is desired. * Strong organizational, analytical, and quantitative skills; ability to prioritize and manage multiple projects under time constraints. * Excellent attention to detail and ability to produce high-quality, accurate work on time. * Strong communication and interpersonal skills; ability to collaborate across teams and with internal and external partners. * Customer service orientation, problem-solving skills, and ability to work independently or as part of a team. * Proficiency in word processing, databases, and spreadsheets (e.g., Word, Excel, PowerPoint, Access); familiarity with grants management and accounting systems (e.g., SmartSimple, Workday) is highly desirable. * Ability to operate with independence, discretion, and sound judgment. * Commitment to fostering a culture of inclusion within and across teams. *
Identifies and aligns with WWF's core values: * COURAGE - We demonstrate courage through our actions, we work for change where it's needed, and we inspire people and institutions to tackle the greatest threats to nature and the future of the planet, which is our home. * INTEGRITY - We live the principles we call on others to meet. We act with integrity, accountability, and transparency, and we rely on facts and science to guide us and to ensure that we learn and evolve. * RESPECT - We honor the voices and knowledge of people and communities that we serve, and we work to secure their rights to a sustainable future. * COLLABORATION - We deliver impact at the scale of the challenges we face through the power of collective action and innovation. To Apply: * Submit cover letter and resume through our Careers Page, Requisition #26032 * Due to the high volume of applications, we are not able to respond to inquiries via phone World Wildlife Fund (WWF) promotes equal employment opportunities for all qualified individuals regardless of age, race, color, sex, religion, national origin, disability, or veteran status, or any other characteristic protected under applicable law.
Auto-ApplySpring 2026, Finance Internship, Economic Studies (Job ID 2025-3720)
Finance associate job in Washington, DC
Thinking about a career in public policy? Committed to improving the world we live in? Think Brookings - one of the most influential, most quoted and most trusted think tanks!
Interns spend approximately 12 weeks working alongside leading experts in government and academia from all over the world. Brookings also offers students the opportunity to intern in departments such as communications, human resources and central operations management. The mission of the Internship Program is to provide students with a pre-professional learning experience that offers meaningful, practical work experience related to their field of study or career interest. Students engage in career exploration and development as well as learn new skills.
Interns will have the opportunity to attend meetings, think tank events, professional development workshops, and public Brookings events. In addition, interns will have the opportunity to network with other interns throughout the Institution.
This internship is an opportunity for undergraduate students in their junior or senior year and graduate students pursuing a masters degree with an interest in finance administration to apply principles and theory learned in the classroom in a professional environment. PhD students are not eligible for internships; please visit our Careers page for current open positions. This internship pays an hourly rate of $18.00; applicants must be willing to commit to working at least 20 hours per week during regular business hours, with some flexibility around an academic course schedule.
To learn more about Brookings research programs, click here.
Position Location: This is a hybrid opportunity. Hybrid positions combine regular in-person presence at our Washington, DC, office with the option of remote work. Remote work applicants may not work from the following states: Alaska, California, Colorado, Hawaii, Illinois, Maine, Michigan, Oregon, Rhode Island, and Washington. Please only apply if you can live and work in states other than those listed above for the duration of the internship.
Responsibilities
The Finance Intern will work in an office and team environment, and assist with finance support of Economic Studies. This internship is designed to build on interpersonal skills, such as writing and verbal communication and relationship management; organizational skills; and project management.
The intern will be exposed to the non-research, administration side of Brookings, and learn how the program operates. Interns may work on a variety of tasks including financial and expense analysis, financial trend mapping, monthly program dashboard updates, drafting agreements, and participating in planning meetings with research scholars.
Qualifications
Education/Knowledge/Skills:
Applicants should be undergraduate students in their junior or senior year or graduate students pursuing a masters degree with a major in finance, business, math, or related fields. A strong interest in economics and public policy is useful. Applicants should be proficient in Excel to perform analysis with large data sets. A successful applicant will have a strong team work ethic, attention to detail, and a belief that no task is too big or too small.
Additional Information:
This internship requires you to be located in the U.S. for the duration of the internship.
Successful completion of a background investigation is for interning at Brookings.
Brookings requires that all applicants submit a cover letter and resume. Please submit your resume as instructed and include your cover letter as a separate attachment when you apply. You are required to submit/attach a separate cover letter for each internship application. Your cover letter should highlight your educational experience and skills, along with an explanation of how this internship will contribute to your professional goals.
Please address your cover letter to Hiring Manager.
If selected as a finalist for the internship, you will be required to submit two letters of recommendation or provide two professional references.
Please note: Applications will be accepted until November 1, 2025. Applications not completed and submitted by the application deadline date will not be considered. Your application is considered complete when you receive an email confirming that your application was successfully submitted.
As you are applying, please be sure to click here to learn more about the Brookings Internship Program, deadlines, and directions on how to successfully submit your internship application(s).
Brookings welcomes and celebrates diversity in all its forms, including diversity of experience, thought, and personal background. We welcome applications that reflect a variety of backgrounds based on ideology, race, ethnicity, religion, national origin, gender, sexual orientation, gender identity or expression, disability, veteran status, first generation college goers, and other factors protected by law. Brookings is proud to be an equal-opportunity employer that is committed to promoting a diverse and inclusive workplace. All selection decisions are based upon merit, skills, abilities and experience.
Auto-ApplyCorporate - Restructuring & Special Situations Finance
Finance associate job in Washington, DC
Job Description
Direct Counsel, LLC is partnering with a leading global law firm to seek a talented and driven Finance Associate for the firm's Washington D.C. office. This is a unique opportunity to join a highly sophisticated Global Finance team, working closely with the firm's nationally recognized Business Restructuring & Reorganization practice.
The ideal candidate will bring significant experience with liability management transactions, DIP financings, bankruptcy exit financings, and/or special situations financings.
Key Responsibilities:
Represent creditors or borrowers in complex financing transactions related to:
Liability management
Debtor-in-possession (DIP) financings
Exit financings from Chapter 11
Special situations and opportunistic financings
Work closely with teams on top-of-capital-structure representations, often involving:
Hedge funds
CLO managers
Private equity sponsors
Financial institutions
Advise on both in-court (Chapter 11) and out-of-court restructurings.
Collaborate across practice areas to manage sophisticated, often high-profile, transactions.
Qualifications:
J.D. from an accredited U.S. law school
Admitted to practice and in good standing in at least one U.S. jurisdiction
Law school class years 2017-2020
Strong background in finance, restructuring, or special situations law
Experience with secured lending, credit agreements, and financial instruments
Excellent analytical, negotiation, and communication skills
Ability to thrive in a fast-paced, team-oriented environment
Compensation:
Annual Salary Range: $365,000 - $435,000
(Commensurate with experience and qualifications)
Bonuses: Discretionary and performance-based
PM - Finance Energy Contract Financial and Technical Analyst
Finance associate job in Washington, DC
Mapjects is a leading centralized logistics operations portal platform, the Mapjects Clearview engine, here we're seeking resources for a logistics solution to supplement the Mapjects federal services division.
************************ mapjects.com
Email WORD resume and contact to ***************** or ******************
US citizens or (Green Card with at least 5 yrs US history)
Compensation is very competitive, and commensurate with experience, loc Fairfax VA/DC
Corp 2 Corp, 1099, or W2 (please email your expectations, and availability to start)
Job Description
Engineering degree
• 5 years experience in the financial development, review, analysis, and award of energy
savings performance contracts, utility energy savings contracts, and power purchase
agreements.
• 5 years experience in the technical development, review, analysis, and award of energy
savings performance contracts, utility energy savings contracts, and power purchase
agreements.
• 3-5 years planning and project management experience
Additional Information
please email word copy of resume to
ensure it has your contact information, and phone number to reach you.
******************
Easy ApplyResearch Intern, Industry & Financial Analysis Summer 2026
Finance associate job in Washington, DC
Provides research assistance to the senior director, assistant director, and senior economists. Under their direction, analyzes economic, financial, and fund industry developments and trends. This internship will take place over a two-month period from June-July.
MAJOR DUTIES AND RESPONSIBLITIES
Conduct qualitative and quantitative research on industries, markets, and companies.
Prepare research briefs, presentations, and dashboards for internal and external use.
Monitor industry news, regulatory developments, and competitive landscapes.
Collaborate with cross-functional teams to support strategic initiatives.
Maintain accuracy and attention to detail in all assigned tasks.
MINIMUM JOB REQUIREMENTS
Knowledge, Skills and Abilities Requirements
Strong attention to detail and accuracy.
Strong analytical and problem-solving skills.
Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ, FactSet).
Proficiency in statistical tools (e.g., Python, R).
Excellent written and verbal communication skills.
Curiosity, initiative, and a passion for research and financial markets.
Education & Experience
Currently pursuing an undergraduate degree in Economics, Statistics, Finance, or related field.
Based in Washington, DC, ICI is conveniently located next to McPherson Square Metro station. This opportunity is hybrid with a maximum of three days in the office per week. To learn more about ICI, visit ************
To be considered for the internship, please provide your resume and transcript.
ICI is an Equal Opportunity Employer that values diversity in the workplace.
Auto-ApplyDigital Resume Bank
Finance associate job in Washington, DC
AB PAC - the largest research, tracking, and rapid response operation in the Democratic Party - is focused on holding Republicans accountable and helping deliver Democratic victories. American Bridge 21st Century not only brings to light what Republicans are saying behind closed doors, but also runs large-scale paid media programs that center storytellers and utilize a data-driven approach to achieve the greatest impact.
The Digital Team works closely with the Communications Department to push American Bridge's messaging across online channels, amplifying earned media coverage and shaping the narratives around key elections across the country. While our primary focus is creating and sharing content on social media, we also manage an advanced website presence as well as a digital fundraising operation.
If you are interested in learning more about the team and our work, please follow the link provided to upload your resume. Applicants of diverse backgrounds are welcomed and encouraged to apply.
American Bridge 21st Century / AB PAC is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, gender expression or identity, and disability.
We offer a competitive salary and a strong benefits package.
American Bridge 21st Century / AB PAC is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.
Resume Bank
Finance associate job in Washington, DC
Job DescriptionHouse Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes:
- Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more!
House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Financial Services Policy Internship - Spring 2026 - PAID
Finance associate job in Washington, DC
The American Action Forum is a forward-looking, non-profit policy institute dedicated to keeping America strong, free, and prosperous. It seeks to promote common-sense, innovative, and solutions-based policies that will reform government, challenge outdated assumptions, and create a smaller, smarter government that will serve its citizens better. As a unique, fast-paced “action” tank, we use the modern tools of communications to deploy ideas; engage Americans in the debate over the boundaries of government policy, personal freedoms, and market incentives; and educate and challenge the media to explore these issues and shape the next generation of political leaders.
Internship Summary
As an intern in the financial services policy issue area, you will report directly to Thomas Kingsley, Director of Financial Services Policy, at the American Action Forum. Thomas joined the American Action Forum from the private sector, working in financial services management consultancy across Europe and the United States. The majority of his career has been at PricewaterhouseCoopers in London and New York, but he was also previously a senior policy advisor to the Institute of International Finance, specializing in insurance and international regulatory harmonization. Thomas has an MA and a BA in Law from Oxford University, Queen's College.
A few examples of potential projects as an intern in the Financial Services Policy Internship Program include:
Research, write and edit primers
Write blogs and op-eds about financial services policy topics
Compile data and produced graphs for an online chart book
Research and write longer, in depth, papers
Responsibilities
As part of the internship, your responsibilities will include but are not limited to the following:
Research assistance: Interns will provide research assistance and data collection for their issue area director
Event attendance: Interns will attend Capitol Hill hearings, private speaker events, and events held by other DC think tanks to analyze and report on the information presented
Forum event support: Interns will help promote, run, and evaluate all Forum events
Portfolio and final presentation: Interns will create a portfolio of their work completed at the Forum and give a brief presentation on a topic of their choice
Qualifications
Excellent writing ability and communication skills
An interest in the politics and policies of center-right conservatives
Self-starting attitude
Prior coursework in economics, business, real estate or related experiences
Strong quantitative skills are highly desired
Data collection from Fed and industry sites is preferred
Hours and Compensation
Interns must be available for 20 to 29 hours per week in our DC office
Interns will be provided an hourly wage
Interns will use their own computer/equipment
This is a part-time, paid internship
How to Apply
Please include in your application a preferred start date, resume, cover letter, and writing sample of less than 1,000 words.
Documents must be submitted as a PDF file with the following file name:
Resume: LastName_Resume_FS
Cover Letter: LastName_CL_FS
Writing Sample: LastName_WS_FS
(Example: Jane Doe's Resume - Doe_Resume_FS)
Auto-ApplyPrivate Client Banker - Maryland West Market
Finance associate job in Bethesda, MD
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyUndergrad Intern - Finance (Summer 2026)
Finance associate job in Washington, DC
**Join Amgen's Mission of Serving Patients** At Amgen, if you feel like you're part of something bigger, it's because you are. Our shared mission-to serve patients living with serious illnesses-drives all that we do. Since 1980, we've helped pioneer the world of biotech in our fight against the world's toughest diseases. With our focus on four therapeutic areas -Oncology, Inflammation, General Medicine, and Rare Disease- we reach millions of patients each year. As a member of the Amgen team, you'll help make a lasting impact on the lives of patients as we research, manufacture, and deliver innovative medicines to help people live longer, fuller happier lives.
Our award-winning culture is collaborative, innovative, and science based. If you have a passion for challenges and the opportunities that lay within them, you'll thrive as part of the Amgen team. Join us and transform the lives of patients while transforming your career.
Undergrad Intern - Finance (Summer 2026)
**What You Will Do**
Let's do this. Let's change the world. During this 10-13 week program, you will have the opportunity to partner with Amgen's finance leaders and experience our mission-driven culture firsthand.
Each summer intern will be placed on a team and assigned a meaningful project that's tied directly to our strategic and tactical goals. These projects give interns the opportunity to think analytically, build a strong foundation in corporate finance, and gain valuable experience in the biotechnology industry. Throughout the summer, each intern will benefit from the support and guidance of their manager, assigned mentor, teammates, fellow interns, recruiting team members, and the greater Amgen community. Upon successful completion of the summer experience, interns will be evaluated for a full-time position post-graduation.
+ Develop a highly differentiated set of technical and financial skills as you tackle a challenging project and prepare a presentation for the greater finance organization
+ Gain a deep understanding of your functional team and how it contributes to Amgen's success. Potential team placements include Financial Planning & Analysis, Treasury, Accounting, Tax, Corporate Audit, and Corporate Services
+ Collaborate with fellow interns in a week-long multidisciplinary case study competition that will expose you to various aspects of our business including operations, sales and marketing, and forecasting
+ Attend weekly lunches with Amgen executives and engage personally with leadership
+ Network with colleagues across the company and enjoy full access to Amgen's Employee Resource Groups
**What We Expect of You**
We are all different, yet we all use our unique contributions to serve patients. The passionate and driven individual we seek exemplifies the following qualifications:
**Basic Qualifications:**
Amgen requires that all individuals applying for an undergrad internship or a co-op assignment at Amgen must meet the following criteria:
+ 18 years or older
+ Currently enrolled in a full-time Bachelor's Degree program from an accredited college or university with a 3.0 minimum GPA or equivalent
+ Completion of one year of study from an accredited college or university prior to the internship commencing
+ Enrolled in a full-time Bachelor's degree program following the potential internship or co-op assignment with an accredited college or university
+ Must not be employed at the time the internship starts
+ Student must be located in the United States for the duration of the internship OR co-op
**Preferred Qualifications**
+ Concentration in Economics, Business Administration, Biotechnology Management, Accounting or Finance
+ Graduation in either December 2026 or Summer 2027
+ Ability to demonstrate an understanding of basic financial analytical principles
+ Effective communication and organizational skills
+ Strong analytical skills with attention to detail
+ Ability to manage competing priorities and meet deadlines in a fast-paced environment
+ Experience with Microsoft Excel and PowerPoint
+ Strong team mentality and ability to collaborate effectively with colleagues on complex assignments
+ Prior work experience in biotechnology, pharmaceutical or healthcare industry
+ Provide Cover Letter
**What You Can Expect of Us**
As we work to develop treatments that take care of others, we also work to care for your professional and personal growth and well-being. From our competitive benefits to our collaborative culture, we'll support your journey every step of the way.
The base pay range for this opportunity in the U.S. is $24.70 - $28.30 per hour.
+ Build a network of colleagues that will endure and grow throughout your time with us and beyond.
+ Bring your authentic self to the table and become the professional you're inspired to be through accepting a culture that values the diversity of thought and experience and will flex to your strengths and possibilities.
+ Participate in executive and social networking events, as well as community volunteer projects.
**Apply now and make a lasting impact with the Amgen team.**
**careers.amgen.com** Please search for Keyword R-225063
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
**Application deadline**
Amgen does not have an application deadline for this position; we will continue accepting applications until we receive a sufficient number or select a candidate for the position.
As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients. Together, we compete in the fight against serious disease.
Amgen is an Equal Opportunity employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other basis protected by applicable law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
2026 Cycle Talent Bank
Finance associate job in Washington, DC
Department: Various
The Democratic Congressional Campaign Committee (DCCC) is the official national Democratic campaign committee charged with electing Democrats to the U. S. House of Representatives. The DCCC recruits Democratic candidates and supports Democratic campaigns - both challengers and Democratic incumbent Members - with a variety of services including field operations, fundraising support, communications assistance, digital strategy, research support and management consulting. The DCCC is supported by the contributions of individuals and organizations, along with Democratic Members, from throughout the country. We look for talented and hard-working professionals who are committed to electing Democrats and winning the House majority.
Due to the cyclic nature of our organization, all positions are subject to separation at the end of the election cycle.
Position Summary:
Are you interested in working at the DCCC for the 2026 election cycle but you don't see a job posting or department talent bank that matches your background or interest?
Submit an application here and we'll have your information on hand for future openings!
Requirements
Commitment to the election of Democrats in the U.S. House of Representatives;
Desire to work in a fast-paced environment and ability to practice discretion;
Strong political judgment and problem-solving abilities;
Familiarity with Democratic political actors and landscape a plus;
Draws from team members' strengths, empowering them to maximize their talents; contributes where needed to achieve and exceed goals; mentors and guides colleagues with regular feedback and recognition; clearly lays out vision and expectations to the team;
Proactively fosters an inclusive atmosphere and commitment to diversity, equity and inclusion;
Ability to demonstrate multicultural competence - the awareness, knowledge and skills needed to work with others who are culturally different from self in meaningful, relevant and productive ways;
Personal and professional commitment to promoting and investing in cross-cultural skills and awareness related to individuals from broad backgrounds, races, ethnicities, religions, gender, sexual orientation, gender identity and disability;
Proven interpersonal, communication, and collaboration skills with the ability to build relationships with staff at all levels
Why You Should Work Here:
We recognize and reward hard work
Learn, develop, and hone professional skills related to running and operating multi-dimensional political campaigns and the operating systems that support the campaigns.
Experience working with the largest Democratic battlefield, containing numerous highly competitive campaigns in diverse districts across the nation.
Opportunities to expand your network and engage with policy makers, political candidates, Democratic Party leaders and a diverse team of professionals and colleagues.
Gain experience in cross-team interaction and exposure to other functions and departments within the DCCC.
Equity and inclusion are actively integrated into decisions made at Senior Team and Department levels regarding hiring, contracting, and political strategy
Benefits:
Medical, dental, and vision plans with premiums fully paid for by DCCC
Accidental Death and Dismemberment (AD&D) and Life Insurance fully paid for by DCCC
More than 25 days of paid time off (which includes federal holidays, time off around the holidays, vacation, and sick days)
Paid parental leave
Fertility and growing family support with $10,000 subsidiary paid by DCCC
Pet Insurance Discount
Up to 6% retirement employer match contribution
Long-term Disability fully paid for by DCCC
Monthly mobile phone stipend
Monthly metro benefits (for employees located in the DC metro area only)
Gym Access (for employees located in the DC metro area only)
Capital Bikeshare Discount (for employees located in the DC metro area only)
Employee Assistance Program
Employee Resource Groups
Diversity Mission Statement:
The diversity mission of DCCC is for DCCC to reflect the diversity of the country, which strengthens the core mission of electing House Democrats. To that end, DCCC strives to create an inclusive environment that cultivates and supports diversity at every organizational level, including its staff, candidates, vendors, and contractors.
Equal Opportunity/Diversity Policy:
DCCC prohibits discrimination of employment, promotion, compensation, terms, conditions, or privileges of employment on the basis of race, color, ancestry, national origin, gender, sexual orientation, sex (including marital and parental status), religion, age, disability, actual or perceived gender identity or expression, weight, personal appearance, family responsibilities, genetic information, economic status, genetic information, veteran's status, or any other basis prohibited by applicable law. DCCC is an equal opportunity employer and will comply with all applicable laws prohibiting discrimination in employment.
Spring '26 Campaign Finance Intern
Finance associate job in Washington, DC
Spruce Street Compliance is a political and nonprofit compliance consulting firm based out of Philadelphia, PA and Washington, DC. Our firm is committed to supporting progressive causes and candidates nation-wide through comprehensive financial management. The Campaign Finance Intern will work in-person in our DC office with our current Compliance Associates to complete the daily tasks associated with oversight and compliance for our clients. This position will report to the firm's Associates. Responsibilities· Picking up client mail and donations from local fundraising offices· Assist with client data entry and bank deposits· Compose and mail out compliance correspondence· Tasks assigned by Managers and Principal Experience and Skills· Strong attention to detail and organizational skills· Familiarity with Microsoft Office and/or Google Workspace· Ability to manage multiple projects at once and meet strict deadlines· Willingness to take initiative· Commitment to supporting progressive causes· Commitment to working within a diverse and inclusive work space Spruce Street Compliance is a woman-owned political consulting firm committed to paying interns and training the next generation of political staffers ready to make a difference for American Politics and Democracy! Prioritizing a positive and comprehensive experience for interns is crucial to our firm's success.
Please do not contact the firm to discuss your application. We will reach out to selected applicants by email to schedule further conversation. Spruce Street Compliance is an equal opportunity employer and committed to diversity, equity, and inclusion among its staff. The firm strongly encourages candidates from diverse backgrounds to apply and will hire based on qualifications of the candidate without regard to race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military or veteran status.
$18 - $18 an hour
We also offer academic credit and are members of the DC SmartBenefits Program.There are no health benefits with this position.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplyCorporate Finance and Accounting Internship
Finance associate job in McLean, VA
Description & Requirements Since 1975, Maximus has operated under its founding mission of Helping Government Serve the People, enabling citizens around the globe to successfully engage with their governments at all levels and across a variety of health and human services programs. Maximus delivers innovative business process management and technology solutions that contribute to improved outcomes for citizens and higher levels of productivity,
accuracy, accountability and efficiency of government-sponsored programs. With more than 30,000 employees worldwide, Maximus is a proud partner to government agencies in the United States, Canada, Saudi Arabia, and the United Kingdom.
For more information, visit ***********************
Essential Duties and Responsibilities:
* Prepare account reconciliations and various analyses supporting month end/quarter end financials.
* Prepare timely and accurate financial reports supporting operational finance.
* Ensure contract compliance on all activities.
* Assist with SEC reporting and internal audit.
* Build and maintain working relationships with operating and other finance groups and provide them with subject matter expertise assistance.
* Assist with special projects as required.
* Assist with coordination of information flow with both internal and external auditors.
* Perform other duties as may be assigned by management.
This is a hybrid role- candidate must be within commutable distance to Mclean, VA.
Minimum Requirements
* Currently enrolled in an accredited college or university and pursuing a college degree in finance and/or accounting major.
* Must have completed a minimum of 2 years of coursework.
* Skilled in standard computer applications and platforms such as Outlook and MS Office Suite, PowerPoint, and Excel.
* Ability to work in a fast-paced, deadline driven environment delivering results and quality services.
* Demonstrated experience to execute multiple tasks simultaneously working in a team or independently.
* Excellent organizational, interpersonal, written and verbal communication skills.
As part of the Finance and Accounting Rotation Program internship, the candidates will have the opportunity to work in a department that participates in the rotation program to understand and assist in roles and responsibilities expected of new accounting or finance staff. In addition, while the internship is fixed to one department, it acts as early identification for full time candidacy into the rotation program, where annually, members of the program are rotated into new finance and accounting departments.
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at applicantaccommodations@maximus.com.
Financial Operations Intern
Finance associate job in Washington, DC
About Us The Patient-Centered Outcomes Research Institute (PCORI) is an independent nonprofit organization authorized by Congress in 2010. Its mission is to fund research that will provide patients, their caregivers and clinicians with the evidence-based information needed to make better-informed healthcare decisions. PCORI is committed to continually seeking input from a broad range of stakeholders to guide its work.
Position Summary
The Patient-Centered Outcomes Research Institute (PCORI) is offering a Spring Internship to a qualified candidate who will support the Financial Operations team. This paid internship is a part time, temporary employment opportunity averaging 30 hours per week for an undergraduate student. PCORI does not provide housing for out-of-town residents. All applicants must be eligible to work in the US and located in the US. Interested parties may apply for internships in multiple departments; please include a specific cover letter for each position.
Pay Range and Employment Status:
Interns shall be classified as temporary employees who are hired as interim replacements, to temporarily supplement the workforce, or to assist in the completion of a specific project and who are temporarily scheduled to work for a limited duration. Employment beyond any initially stated period does not in any way imply a change in employment status. Temporary workers are not eligible for PCORI benefits.
Current bachelor's level students will be paid $18.00 per hour.
The Financial Operations department is seeking an intern who will have the opportunity to:
* Participate in a project that will Create and update comprehensive Financial Compliance Data trackers.
* Gain exposure to Financial Compliance Reviews and other initiatives
* Build skills in Excel, Sharepoint, Asana, and other data management tools
Incumbent(s) in this position may be required to perform other duties and special assignments not specifically stated above.
Statements outlined in this section are designated as essential job functions in accordance with the Americans with Disabilities Act of 1990.
Required Skills
The Financial Operations team is seeking an intern that will meet the following requirements:
* Strong Excel skills
* Experience working with large amounts of data
* Experience with accounting data preferred
Required Experience
Ideal candidates will be pursuing their education in Accounting or Finance.
Application Process:
Applications for the PCORI Spring Internship Program will be accepted up to 12:00pm EST on Friday, November 21st 2025. Applicants who are chosen will be phone screened by PCORI People Strategy and Services. Virtual interviews with relevant intern supervisors will take place from December 8th - December 12th.
Key Dates:
Internship Application Submission Deadline - November 21st, 2025
Summer Internship Start Date - February 2nd, 2026
Summer Internship End Date - April 10th, 2026
Application Instructions:
PCORI will only consider complete applications that include:
* A cover letter
* An up-to-date resume
PCORI conducts background checks on all applicants.
College Financial Representative, Internship Program
Finance associate job in Washington, DC
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.
Auto-ApplyPremier Banker Full Time - Greater Fredericksburg District, Woodbridge VA
Finance associate job in Woodbridge, VA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
State Insurance license(s) are required for this role and must be completed within a specified period
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Locations:
Smoketown Plaza: 13716 Smoketown Rd Woodbridge, VA 22191
Salisbury Road: 131 Garrisonville Rd Stafford, VA 22554-1523
County Center: 12711 Marblestone Dr Woodbridge, VA 22191
Woodbridge Branch: 13891 Richmond Hwy Woodbridge, VA 22191
Dale City: 2876 Dale Blvd Woodbridge, VA 22193
Port Potomac: 16300 Navigation Dr Woodbridge, VA 22191
Tacketts Mill: 12771 Harbor Dr Woodbridge, VA 22192
*Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting.
Posting End Date:
30 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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