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Investment Consultant- Bethesda, MD
Charles Schwab 4.8
Finance consultant job in Bethesda, MD
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a FinancialConsultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financialconsulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$64k-116k yearly est. 2d ago
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Senior Financial Reporting & Policy Manager
Choice Hotels International, Inc. 4.6
Finance consultant job in Bethesda, MD
A leading lodging franchisor is seeking a Financial Reporting & Accounting Policy Manager to provide guidance on complex transactions and ensure SEC compliance. The ideal candidate will have strong project management skills and be responsible for drafting financial reports and improving processes. This role requires a Bachelor's degree in Accounting, a CPA license, and 3-7 years of relevant experience. The position offers a competitive salary range of $115,000 to $132,000, along with comprehensive benefits.
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$115k-132k yearly 4d ago
Senior Manager, Card Tech Finance
Capital One 4.7
Finance consultant job in McLean, VA
* Bachelor's Degree or military experience* At least 7 years of experience in financial analysis, financial modeling, or a combination* At least 3 years of experience managing a Financial Planning & Analysis (FP&A) function* At least 1 year of people management experience* Master's Degree in Business Administration (MBA) or Master's Degree in Finance* Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license* 5+ years experience managing a Financial Planning & Analysis (FP&A) function* 2+ years of people management experience* 1+ year of people management experience managing both direct and indirect reports Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$103k-127k yearly est. 4d ago
Financial Analyst
Robert Half 4.5
Finance consultant job in Columbia, MD
Are you ready to take your financial analysis skills to the next level? We're seeking a Financial Analyst to join a leading real estate organization supporting a dynamic property management team. This role offers exposure to a diverse portfolio and the opportunity to make a measurable impact on operational and investment decisions.
What You'll Do
Analyze financial performance across a portfolio of commercial properties.
Prepare budgets, forecasts, and variance reports to support strategic decision-making.
Collaborate with property managers and leadership to optimize financial outcomes.
Assist with lease analysis, cash flow modeling, and reporting for internal stakeholders.
What We're Looking For
1-4 years of financial analysis experience (real estate industry experience preferred but not required).
Strong proficiency in Microsoft Excel (advanced formulas, pivot tables, and modeling).
Excellent communication skills with the ability to present insights clearly.
Familiarity with Argus or Yardi is a plus.
#FinancialAnalyst #RealEstateJobs #PropertyManagement #FinanceCareers #ExcelExperts #CREFinance #CareerGrowth #HiringNow
$48k-76k yearly est. 4d ago
Associate, Finance, Data.FI
Palladium 3.1
Finance consultant job in Arlington, VA
Palladium is a global company working to design, develop and deliver positive impact on the lives and livelihoods of people around the globe; broaden access to health, water, power, and infrastructure; build enduring, sustainable, and transformative institutions and market systems to address global challenges; and conserve the natural world. We operate in over 50 countries and have a workforce of more than 2,000 talented and motivated staff around the world.
Palladium is part of GISI's global family of companies, which aims to create solutions for the world's most complex challenges. With annual revenues of $14 billion, GISI's approximately 15,000 employees are engaged in projects across 100 countries worldwide providing construction, program/project management, and engineering consulting services.
This Opportunity:
Palladium is currently seeking a US based Associate, Finance to support the implementation of the Translating Data for Implementation (Data.Fi) award. Data.Fi is a global project funded by the U.S. President's Emergency Plan for AIDS Relief (PEPFAR) and the State Department.
Data.FI partners with PEPFAR programs to accelerate and sustain access to high-quality data to expedite HIV epidemic control and maintenance. Data.FI supports host country governments to enhance existing health information systems (HIS) and conduct in-depth analysis of epidemiologic and program data to inform management responses to gaps in programming and sustain impact by supporting local partner transition.
This Associate will be responsible for monitoring and administering accounts payable functions such as recording, reviewing, and processing new vendor set-up and vendor invoices. Additionally, they will be preparing AP analysis, organizing and managing AP digital documents, and assisting in preparing reports, project audits, and documentation. Other financial analysis like reconciliations may also be assigned.
This role currently only has funding through March 31, 2026 with the possibility of an extension to September 2026.
Location:
This role is based out of Palladium's Arlington, VA office. Palladium supports a hybrid working model with 3 days in office, 2 days from home.
Applicants must be authorized to legally work for any employer in the United States. We are unable to sponsor or assume sponsorship of visas at this time or in the future.
Compensation:
For our prospective employees in the United States, please note that the full-time equivalent annual base salary for this position is expected to range from $60,000 to $65,000, and successful candidates may also be eligible for additional, variable incentive compensation dependent on the role. Please be advised that a final salary offer will be based on various factors, including but not limited to your qualifications, education, experience, skills, seniority, performance, and Palladium's business or organizational needs.
Reporting Lines:
The role will report directly to the Senior Manager, Finance and Administration, Data.FI
Primary Duties and Responsibilities:
Ensure the recording of vendor invoices and costs, and corresponding payments are completed in an accurate and timely manner and in compliance with the appropriate terms and internal controls
Match purchase orders and authorization forms to vendor invoices and check to ensure they have all the relevant information and are coded correctly
Review, correct, and organize vendor invoices and create vouchers for data entry
Set up vendors in Costpoint system and maintain reconciled records for accurate preparation of year-end Form 1099 reporting
Process vendor invoices, travel expenses, expense claims and purchase vouchers
Support local teams with field voucher upload questions as needed
Reconcile the creditors to statements and ensure the general ledger reconciles with the accounts payable sub-ledger
Prepare analysis of AP, prepaid and advance accounts and reconcile payments
Project rejournal adjustments and ensure compliance with company processes
Maintain and use advanced spreadsheets including updating templates for field vouchers, budget trackers, and forecast
Ensure proper general ledger coding in all project transactions
Project bank account and salary and wages reconciliations
Maintain organized online AP records
Assist line manager with any audit requests / documentation and timesheet compliance of the Data.Fi team
Formulating any reports as requested by Management, HR, or Finance
Any other duties as required
Essential Criteria:
Understanding of basic accounting practices and procedures
Proficient Microsoft Excel experience with the ability to use functions to manipulate data, format, and the use of pivot tables and Look-Up functions
Demonstrated excellence in both written and verbal communication in English, ensuring clear, professional, and effective interactions
Experience in full function of Costpoint Accounts Payable or GL Accounting including multi-currency entries and rate of exchange (ROE) controls
Quick starter with proven ability to deal with complex issues with vouchers, vendors and employees
Exceptional level of attention to details and accuracy, including continuous self-checking of all inputs and transactions
Ability to work independently and be able to operate as part of a team and able to communicate in a polite and respectful manner at all times
Ability to communicate effectively within different cultural contexts
Excellent administration, organization and planning skills
Applications will be accepted on a rolling basis. We encourage you to apply early as the position may close once a suitable candidate is found.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or status as a protected veteran.
Should you require any adjustments or accommodations to be made due to a disability or you are a neurodivergent individual, or for any other circumstance, please email our team at and we will be in touch to discuss.
Safeguarding - We define Safeguarding as "the preventative action taken by Palladium to protect our people, clients and the communities we work with from harm". We are committed to ensuring that all children and adults who come into contact with Palladium are treated with respect and are free from abuse. All successful candidates will be subject to an enhanced selection process including safeguarding-focused interviews and a rigorous due diligence process.
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$60k-65k yearly 2d ago
Finance Rotation Program
Navy Federal Credit Union 4.7
Finance consultant job in Vienna, VA
To offer December 2025 or Spring 2026 college graduates an opportunity to learn how Finance and Accounting plays a critical role in our business. Rotational program team members will be provided an opportunity to utilize and further develop business knowledge, creative problem-solving abilities, analytical, communication, and technical skills through training targeted, mentoring, and development advising from seasoned leaders to impact their future success to excel in their career development. Provide professional execution of day-to-day tasks and special projects while working within established standards, policies, and procedures. Receive guidance and direction from team and management.
Responsibilities
Develop financial forecasts and analyze key performance metrics to provide meaningful insight into business trends
Play a key role in evolving product and strategy decisions by partnering closely with business leaders and enterprise service organizations
Build influencing skills through partnership with key stakeholders and leadership
Consolidate business segment performance and financial reporting
Challenge the way we work with Technology, evaluate new ways of working through experimentation, and leverage new technologies
Develop proficiency in financial modeling, data and reporting automation, as well as data visualization tools
Provide support to assigned department, may work on small projects or portions of larger projects
Assist and collaborate with various levels of staff to accomplish tasks/assignments
Perform other duties as assigned
Qualifications
Currently has, or is in the process of obtaining, a bachelor's degree or higher with an expectation that degree will be obtained by December 2025 or Spring 2026
Demonstrated interest in financial management, technology aptitude, and digital learning
Ability to work in a dynamic, collaborative environment
Desire for continuous learning as well as diverse experiences and locations
Strong self-motivation, attention to detail, and awareness to ask questions when needed
Advanced quantitative, analytical, problem-solving, and conceptual skills
Advanced interpersonal, leadership, and communication skills
Advanced database and presentation software skills
Advanced organizational, planning and time management skills
Advanced skill maintaining accuracy with attention to detail and meeting deadlines
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$59k-73k yearly est. 3d ago
Acquisition Analyst
Cory Executive Recruiting
Finance consultant job in Columbia, MD
Exciting Opportunity: Acquisitions Analyst - Commercial Real Estate
Candidate Location Preference: Washington, DC - Maryland Metro Area (3 days per week in office).
CORY is hiring a driven and analytical Acquisitions Analyst to support an active real estate acquisitions platform in the DC-Maryland region. This role offers hands-on exposure across the full investment lifecycle and the opportunity to work closely with senior leadership on strategic growth initiatives.
About Our Client:
Our client is a growing real estate investment platform focused on acquiring and operating high-quality assets across targeted markets. The firm is known for its disciplined underwriting, collaborative culture, and commitment to value creation through both core acquisitions and innovative value-add strategies.
Your Responsibilities as a Leader:
Research new markets and submarkets aligned with the acquisition strategy; identify and evaluate potential acquisition targets while tracking market fundamentals such as rents, vacancies, cap rates, and absorption.
Build, maintain, and update acquisition pro formas and BOEs; refine underwriting assumptions as due diligence findings evolve and support sensitivity analyses and scenario modeling.
Coordinate all due diligence efforts for new acquisitions, including managing timelines, deliverables, and open items, and serving as the primary point of contact between internal teams and third-party consultants.
Compile and draft deal memos for internal and external investment committees, including preparation of supporting exhibits, summaries, and presentations.
Ensure accuracy, consistency, and clarity across all deal documentation and Investment Committee materials.
Support evaluation and financial modeling of strategic and value-add initiatives, including analysis of feasibility and projected returns.
Provide day-to-day analytical and operational support to the acquisitions team, including maintaining acquisition pipeline trackers and dashboards.
The Skills & Experience You Possess:
Bachelor's degree in Finance, Real Estate, Economics, Business, or a related field
1-3 years of experience in real estate acquisitions, investment analysis, or related roles
Strong financial modeling and Excel skills with real estate underwriting experience
High attention to detail and ability to manage multiple priorities
Strong written and verbal communication skills
Perks and Benefits You'll Receive:
Competitive base salary based on experience + bonus potential - OTE around $120k
Full benefits package
Direct exposure to senior leadership and investment decision-making
Opportunity for growth within a fast-paced, entrepreneurial environment
How to Apply & Be Selected:
Send your resume to resumes@coryexecutive.com, and our team will reach out with next steps if selected.
Want to Join The CORY Network?
Check out CORY job listings and join our newsletter for upcoming opportunities that align with your professional goals.
$53k-78k yearly est. 2d ago
Investment Consultant**
15 Ms Investment Mgmt
Finance consultant job in McLean, VA
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
DUTIES AND RESPONSIBILITIES:
Advise clients in accordance with the Team's agreed upon strategy
Analyze investment opportunities and client needs, and recommend appropriate strategies
Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
Comply with all industry rules and regulations
Additional tasks as needed
EDUCATION AND/OR EXPERIENCE
Minimum of bachelor's degree or comparable professional certification required
Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
Product and state licenses must be in parallel to Financial Advisors on the Team
At least 5 year(s) of business experience and proven success in a previous career
Minimum of 5 years FINRA Registration preferred
KNOWLEDGE/SKILLS
Extensive knowledge around financial industry and product knowledge
Ability to communicate effectively with co-workers and clients
Excellent written and oral communication skills
Knowledge of applicable compliance rules and regulations and firm policies
REPORTS TO:
Branch Manager or Associate Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$87k-155k yearly est. Auto-Apply 14d ago
Financial Advisor - Financial Professional
Cornerstone Advisor Group 3.8
Finance consultant job in Fairfax, VA
Job Description
Cornerstone Advisor Group (CAG) is seeking enterprising candidates who are motivated by their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals.
Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself; you will be part of a growing company, where you drive your career and have an impact every day. Our partnerships mean you will be working in a culture where people matter and have for over 170 years. We believe that growth isn't just about numbers, it's about keeping promises to clients and each other.
The position is open immediately to an applicant who wants to grow their business, improve their clients' lives, and their families in obtaining a strong financial future.
Compensation:
$50,000 - $140,000 yearly
Responsibilities:
Sell & Maintain Life Insurance & Annuities
Sell & Maintain Assets Under Management
Develop and maintain strong relationships with clients
Provide tailored financial advice and solutions to clients
Manage the sales process from lead generation to closing
Continuously learn and apply new industry knowledge
Collaborate with the team and share best practices
Maintain accurate and up-to-date client records and compliance documentation
Qualifications:
The mindset of a capitalist and the heart of an altruist
High energy, a strong work ethic, and a positive, optimistic approach
A passion for helping people and a strong sense of mission
Confidence, resilience, humility, and total commitment to your work
Integrity and trustworthiness in everything you do
The desire to create your own success while making a meaningful impact in your community
Requirements:
Active Life Producer License in your state of residence (Virginia or West Virginia)
Proven ability to sell life insurance products and generate leads
Excellent phone skills, with the confidence to reach out to new prospects and clients
Business-driven mindset with a strong drive to succeed and grow a personal business
Strong interpersonal skills and the ability to connect with people from diverse backgrounds
Eagerness and willingness to learn and improve
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$50k-140k yearly 25d ago
Senior Analyst, Feasibility and Investment Analysis
Host Hotels & Resorts 4.5
Finance consultant job in Bethesda, MD
The individual's primary focus is to support the Portfolio Strategy & Feasibility team and the company's investment decision-making process to ensure disciplined and rational allocation of capital. This is accomplished through completion of hotel valuations, and market, corporate, and industry analyses. The position requires a solid foundation of lodging real estate valuation experience, as well as comprehensive knowledge of the real estate and hospitality industries.
The principal functions of the position include:
As a member of the Enterprise Analytics team, prepare analyses in support of the development and implementation of Host's corporate strategic plan
Support Portfolio Strategy & Feasibility team through completion of ad-hoc analyses focused on asset performance, market dynamics, and portfolio evaluation
Develop/maintain a thorough understanding of lodging industry dynamics for assigned markets
Feasibility and underwriting of capital projects
Preparation of valuations of owned assets for dispositions or management agreement negotiations with oversight.
Assisting with underwriting of acquisition targets
KEY RESPONSIBILITIES:
Assess historical market dynamics; prepare supply, demand, financial, market penetration and valuation analyses - extensive Excel financial modeling required
Perform market research and analysis for properties and markets considered for acquisition, disposition or major capital projects
Utilize benchmarking tools and work collaboratively with the Enterprise Analytics, Investments, and Asset Management teams to identify potential opportunities and risks
Create portfolio analytics and dashboards to support Host's strategic plan and capital allocation
Conduct market and industry research used in the development of business plans and presentations
EDUCATION AND EXPERIENCE:
Bachelor's Degree with a concentration in Hospitality, Real Estate, Finance or related field
At least three years of relevant experience in hotel/lodging valuation, asset management, investments, feasibility, or commercial real estate underwriting with direct hotel exposure.
Position requires a thorough knowledge of the lodging industry and real estate finance
REQUIRED SKILLS:
Advanced pro-forma and financial structure Excel spreadsheet modeling
Understanding of industry data sets (STR, CoStar) and demonstrated ability to gather, interpret, and synthesize complex data from various sources
Exceptional report writing, verbal and written communication skills, including ability to effectively present assumptions and conclusions for assigned projects
Ability to work independently and manage multiple assignments
A very thorough / detail oriented approach to work product, with commitment to quality and accuracy
A strong desire to achieve team goals and the flexibility to provide assistance where needed
It is the policy of Host Hotels & Resorts to provide equal employment opportunity (EEO) to all persons regardless of race, color, religion, national origin, gender, age, sexual orientation, gender identity, gender expression, ancestry, genetic information, disability, marital status, or veteran status, or any other characteristic protected by federal, state or local law. In addition, Host will provide reasonable accommodations for qualified individuals with disabilities.
$80k-125k yearly est. Auto-Apply 60d+ ago
Associate - Investment Banking
Friedman, Billings, Ramsey Group, Inc. 4.2
Finance consultant job in Arlington, VA
Arlington, VA About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ******************
Job Description and Requirements
The Associate role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Associate. Ability and willingness to undertake travel is required.
Required Skills and Competencies
* Minimum 3-5 years of experience at a professional services firm, consulting firm, audit firm, or investment banking.
* Track record of consistently delivering high-value work to meet client's needs.
* Experience supervising other professionals is preferred.
* Strong financial analysis and modeling skills. Strong understanding of financial statements.
* Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment.
* Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence.
* Advanced knowledge of Excel and PowerPoint.
* Exceptional customer service and interpersonal skills.
* An undergraduate degree from a top academic institution and a strong GPA required.
* Advanced degree(s) and applicable professional certification(s) are preferred.
Investment Banking Associate An Investment Banking Associate at Clearsight Advisors plays a critical execution and project management role within the investment banking team. Associates work closely with Analysts, Vice Presidents, and Managing Directors to execute mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. The role combines deep financial analysis, client ready materials, and deal coordination, often under tight deadlines.
Key Responsibilities
Financial Analysis & Modeling
* Build and review complex financial models, including:
* Discounted Cash Flow (DCF)
* Comparable Company Analysis
* Precedent Transaction Analysis
* LBO and merger models
* Analyze historical and projected financial statements
* Perform valuation analyses and scenario modeling
* Review Analyst work for accuracy and quality control
Transaction Execution
* Support execution
* Coordinate due diligence processes and data rooms
* Interact with legal teams, accountants, and external advisors
* Track deal milestones, timelines, and deliverables
* Prepare transaction documentation
Client Materials & Presentations
* Create and review pitch books, management presentations, and confidential information memoranda (CIMS)
* Ensure materials are analytically sound, well-structure, and client-ready
* Participate in client meetings, calls, and internal deal discussions
* Assist senior bankers in developing strategic recommendations
Team Leadership & Mentorship
* Manage and train Analysts
* Delegate work and provide constructive feedback
* Serve as the first line of quality control before VP-level review
* Help maintain team morale in a high-pressure environment
Required Qualifications
* Bachelor's degree from a top academic institution
* 3-4 years of relevant experience in investment banking
* Advanced financial modeling and valuation skills
* Strong accounting knowledge
* Excellent written and verbal communication skills
* High attention to detail and ability to multitask
Preferred Skills & Attributes
* Leadership and project-management experience
* Client-facing confidence and professionalism
* Strong business judgment and commercial awareness
* Proficiency in Excel, PowerPoint, and financial databases (Capital IQ, Pitchbook, etc.)
* Ability to anticipate senior banker and client needs
Work Environment
* Collegial but fast-paced, deadline-driven environment
* Significant exposure to senior executives and complex transactions
* Steep learning curve with strong career acceleration
Applicants should apply to ******************************
$84k-128k yearly est. Easy Apply 15d ago
Investment Specialist
Range 3.7
Finance consultant job in McLean, VA
Are you ready to disrupt? Range is a cutting-edge wealth management platform designed to revolutionize the industry. With state-of-the-art technology, world-class advisors, and data-driven insights, we simplify your finances like never before.
Powered by AI and supported by a team of financial experts, Range is building proprietary tools and services to help you manage every aspect of your financial life. From investment planning and tax strategies to retirement and estate planning, everything you need is seamlessly integrated into one platform.
Join us in transforming the wealth management industry. Backed by Google's AI-focused Gradient Ventures and Cathay Innovations, we're assembling a team of top talent to make quality financial advice accessible to millions. If you're ready to create a groundbreaking platform and make a lasting impact, join Range.
About the role
We're looking for an experienced investment operations leader to be a key member of our investment team. This individual will be responsible for a full range of trading, monitoring, analysis, and reporting functions for a complex, multi-asset-class portfolio. This position offers a unique opportunity to join a team that is building an investment portfolio and operational infrastructure from the ground up.
But we're looking for more than just an investment operations rockstar - we're looking for someone who is passionate about the markets and is able to quickly digest market news and help distill and disseminate it to our planning team as well as our members.
Our ideal candidate has strong interpersonal skills and years of experience managing the operational workload of a private wealth management business.
This role is based in New York City. Employees hired for this position will work in office Monday-Friday. If you are not currently located this area, your willingness to relocate will be a contingency for employment.
What you'll do with us
Work directly with VP Investments to lead top-down investment execution for Range
Lead the implementation of Range's investment strategies efficiently across various investment vehicles
Define and lead an efficient process to assist clients with account set up and transfers
Lead daily reconciliation of portfolio holdings, transactions, and cash balances
Manage accounts by reviewing regularly for
Tax harvesting
Opportunistic rebalancing
Cash investment needs
Cash generation and distribution needs
Generate and distribute client performance reports on a regular basis
Rapidly digest important market news and assist with market-content generation
Lead and develop a team of operations specialists
Act as the liaison between Range and all custodians we work with
What will set you apart
CFP, CFA, Series 65 or Series 66 designation
7+ years experience in a similar role
Passion for the markets and strong investment acumen
Organizational and written communication skills
BS or BA in Finance, Accounting, or other related major preferred
Experience using financial services technologies
An interest in the tech industry and/or experience with start-ups
Consumer fintech experience
Benefits
Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
PTO
Top of Market Pay
Paid parental leave
Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
$39k-74k yearly est. Auto-Apply 60d+ ago
183 - Financial Solutions - College Intern
First United Corporation 4.6
Finance consultant job in Frederick, MD
College Interns: 401(k) eligible on the first day of the month following 30 days of employment with employer match available.
is an hourly position eligible for overtime.
Hourly Range
Minimum: $15.00
Maximum: $22.12
$15-22.1 hourly 60d+ ago
Finance Intern
China Unicom Americas Operations Limited 3.8
Finance consultant job in Herndon, VA
Job Description
Finance Intern
We are looking for a detail-oriented and proactive Finance Intern to join our team. This position offers a great opportunity to gain hands-on experience in daily financial operations, accounting processes, and financial reporting. The intern will work closely with the finance team to support various accounting tasks and contribute to process improvement initiatives.
Key Responsibilities:
Assist with daily bank account reconciliation, ensuring the accuracy and consistency between bank statements and accounting records.
Support the entry and verification of financial data, ensuring timely and accurate accounting.
Organize and maintain financial documents, vouchers, and reports in accordance with company policies.
Assist in the preliminary preparation and basic analysis of financial reports.
Provide support for other administrative and transactional tasks as required by the finance team.
Qualifications:
Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or a related discipline.
Proficient in Microsoft Excel and other office software; experience with financial systems is a plus.
Fluent in English and Mandarin Chinese.
Strong attention to detail and a high sense of responsibility.
Good communication skills and a collaborative team player.
Quick learner with the ability to adapt to a fast-paced work environment.
China Unicom is one of the world's leading telecommunications companies, consistently ranked among the Fortune Global 500, having significant influence and market position in the industry. We commit to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability.
$30k-43k yearly est. 13d ago
Finance and Accounting Summer Intern
Mele Associates, Inc. 4.1
Finance consultant job in Rockville, MD
MELE Associates is offering internships to qualified applicants Finance and Accounting. You will partner with a MELE mentor and join us as a member of the team, gaining professional development through hands-on learning opportunities both with daily tasks and ad-hoc projects. You will be immersed in MELE culture, working in a hybrid office setting and enjoying a culture of collaboration, teamwork, and growth. You will experience cross-functional collaboration, teamwork, and growth.
ESSENTIAL FUNCTIONS
Professionalism & Work Ethic:
* Punctuality and consistent attendance.
* Adherence to company policies and confidentiality agreements.
* Respect for deadlines and quality expectations.
Collaboration & Communication:
* Active participation in team meetings and discussions.
* Ability to communicate effectively with team members and supervisors.
* Responsiveness to feedback and willingness to improve.
Problem-Solving & Initiative:
* Willingness to ask questions and seek clarification.
* Ability to analyze challenges and suggest solutions.
* Enthusiasm for learning and contributing beyond assigned tasks.
QUALIFICATIONS
* Current student pursing associate or bachelor's degree
* Solid Microsoft Outlook, Teams and Excel experience
* Extensive attention to detail and organization in physical and digital environments
* Ability to handle a fast-paced environment and often changing priorities
* Strong commitment to see a task through to completion
* Excellent verbal and written communication skills
LOCATION: This position is hybrid in Rockville, MD with minimum 3 days in office.
COMPENSATION: This internship may be offered in one of the following formats, depending on the role:
* Academic Credit Internship:
* This internship is structured to support academic credit through an accredited educational institution and does not include monetary compensation.
* Compensated Internship:
* This internship is offered as a professional experience role and includes monetary compensation. These roles are not eligible for academic credit. The applicable compensation is $18/hr.
About MELE Associates, Inc.
With over 300 employees and offices in Rockville, MD, Washington, DC, and Albuquerque, NM, MELE is a veteran and minority-owned government contractor empowering its customers with innovative solutions for more than three decades. MELE has team members located across the U.S. and has served more than a hundred countries across hundreds of project locations. The company offers technical, engineering, and programmatic support expertise to a host of U.S. federal and international agencies, including, but not limited to, the Department of Energy, the Department of Defense, the Department of Homeland Security, the Department of Justice, INTERPOL, and the International Atomic Energy Agency. MELE's services include National Security and Intelligence, CBRNE Defense and Security, Facility Management and Engineering, Law Enforcement and Emergency Response Training, Technical, Analytica, and Program Management Support, and IT/Cybersecurity.
MELE Associates, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. MELE Associates, Inc. is an E-Verify employer.
$18 hourly 21d ago
PM Hotel Group | Summer 2026 Finance Intern | Support Center
PM New 2.8
Finance consultant job in Chevy Chase Village, MD
The Finance Intern will join the Support Center for a structured 9âweek program focused on FP&A, hotel accounting fundamentals, performance analysis, capital planning, and internal controls. You'll contribute to monthly reporting, build analytical tools, and deliver a capstone project that improves visibility or efficiency for hotel leaders.
You'll gain handsâon experience with hospitality metrics (Occupancy, ADR, RevPAR, TRevPAR, GOP, NOI), see how propertyâlevel results roll up to portfolio performance, and develop practical skills you can use in any finance role.
Key Responsibilities ð Financial Planning & Analysis (FP&A)
Assist with weekly/monthly performance dashboards (rooms, F+B, ancillary revenue) and commentary.
Support forecast updates and budget variance analysis; identify drivers and risk/opportunity.
Build simple models to evaluate scenario changes (rate, mix, labor, COGS) and margin impact.
ð§¾ Hotel Accounting & MonthâEnd Close
Help compile P&L packages: revenue recognition checks, accruals, reconciliations, and flux analysis.
Assist with trial balance tieâouts, journal entries (under supervision), and balance sheet reviews.
Participate in 30/60/90 reporting cadence-learning close timelines and deliverable standards.
ðµ Cash, Cost & Controls
Support cash flow tracking, AP/AR followâups, and vendor aging reviews.
Contribute to labor and prime cost analysis (labor, COGS, controllables) with property teams.
Help refresh SOPs/checklists for internal controls, audits, and documentation hygiene.
ð¨ Operations & Revenue Analytics
Partner with Revenue Management to analyze rate strategy, mix shifts, and pace vs. pickup.
Review daily sales reports and KPI trends; flag outliers and propose action steps.
Conduct margin and contribution analysis on F+B or ancillary programs.
ð§° Tools, Data & Reporting
Build or refine Excel/Sheets templates for property managers (daily flash, labor tracker, inventory).
Create clear, visual reporting aids that make complex data understandable for nonâfinance leaders.
Document processes for repeatable, scalable use by hotel and Support Center teams.
Who You Are
Pursuing a degree in Hospitality, Real Estate, or Finance
Passionate about guest experience, service culture, and brand storytelling.
A clear communicator - visually and verbally - with strong organizational skills.
Comfortable turning insights into practical tools for frontline teams.
Preferred: Experience with training content, reputation platforms, or brand standards.
What You'll Gain
Mentorship from seasoned leaders and collaboration with property teams.
A polished capstone deliverable-ready for your portfolio and resume.
Practical skills in training design, insights storytelling, and operational alignment.
A pathway to roles in guest experience, quality assurance, brand strategy, or training.
Internship Details
Program Length: 9 weeks
Dates: June 1 - July 30, 2026
Location: PM Hotel Group Support Center (Chevy Chase, MD.)
Format: Hybrid (Onsite + Occasional Remote Days; select property visits may occur)
Hours: Fullâtime | 35-40 hours per week
Compensation: Competitive hourly rate
Reports to: Finance Mentor (designated program lead)
$29k-35k yearly est. 12d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in Ellicott City, MD
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.
$500 weekly Auto-Apply 15d ago
Investment Consultant- Columbia, MD
Charles Schwab 4.8
Finance consultant job in Columbia, MD
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a FinancialConsultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financialconsulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$65k-117k yearly est. 2d ago
Analyst - Investment Banking
Friedman, Billings, Ramsey Group, Inc. 4.2
Finance consultant job in Arlington, VA
The Analyst role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Analyst. Ability and willingness to undertake travel is required. This position is located in our Los Angeles, California office.
Required Skills and Competencies
* Minimum 1-2 years of experience at a professional services firm, consulting firm, audit firm or investment banking.
* Track record of consistently delivering high-value work to meet client's needs.
* Strong financial analysis and modeling skills. Strong understanding of financial statements.
* Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment.
* Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence.
* Advanced knowledge of Excel and PowerPoint.
* Exceptional customer service and interpersonal skills.
* An undergraduate degree from a top academic institution and a strong GPA required.
* Advanced degree(s) and applicable professional certification(s) are preferred.
About B. Riley FBR, Inc.
B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ******************
How much does a finance consultant earn in Frederick, MD?
The average finance consultant in Frederick, MD earns between $47,000 and $95,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Frederick, MD