Finance consultant jobs in Leesburg, VA - 1,127 jobs
All
Finance Consultant
Investment Banking Associate
Senior Finance Manager
Investment Consultant
Investment Associate
Finance Analyst
Budget Analyst
Investment Advisor
Program Finance Analyst
Finance Associate
Economic Consultant
Client Advisor
Acquisition Analyst
Corporate Finance Analyst
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. 19h ago
Looking for a job?
Let Zippia find it for you.
Senior Global Investments Strategic Advisor
Pae Government Services Inc. 4.6
Finance consultant job in Alexandria, VA
Amentum provides analytic, consulting, and staffing support to U.S. Government national security agencies, including the Departments of Defense, Homeland Security, and similar Government clients. We pride ourselves in developing creative, customized, and flexible approaches that meet our clients' evolving and dynamic needs.
Amentum is looking for a TOP SECRET-cleared foreign investment risk management SME to support the US Department of Defense. This SME will have demonstrated experience supporting the review, mitigation, and monitoring of foreign investments subject to review by the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom. This SME, in the role of Global Investments Strategic Advisor, will help lead a team of CFIUS and Team Telecom analysts as well as other personnel focused on DOD investment analysis priorities to protect the Defense Industrial Base.
Preferred:
3+ years' experience managing and conducting CFIUS and/or Team Telecom transaction analysis since the passage of FIRRMA.
Extensive familiarity with DOD programs analyzing and mitigating the risk of foreign investment in US critical infrastructure, with expertise in this issue as it relates to the Defense Industrial Base preferred.
Experience managing teams in a high tempo environment.
Direct supervisory experience for 6+ personnel and/or experience managing an overall team of at least 15 personnel.
Required:
A minimum of 10 years of relevant experience and a Bachelors OR 8 years of relevant experience and a Masters degree.
Significant experience in at least two of the following areas: National Security, Economics, Investigative Research, Sanctions, Export Controls, or Intelligence Analysis.
At least 1 year of experience working on USG regulatory programs centering on economic security issues, technology protection, or geopolitical competition, to include either foreign investment, telecommunications licensing, or mergers and acquisitions.
Active TS/SCI.
Ability to communicate effectively, both orally and in writing to Senior DOD Leaders.
Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran's status, ancestry, sexual orientation, gender identity, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal EEO laws and supplemental language at EEO including Disability/Protected Veterans and Labor Laws Posters.
Receive tips & info on cleared job search, security clearances and career development.
#J-18808-Ljbffr
$67k-110k yearly est. 1d ago
Sr. Finance Manager - Washington D.C. or New York, NY
CBRE 4.5
Finance consultant job in Washington, DC
Job ID
235698
Posted
02-Dec-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance, Building Management, Facilities Management
Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability, resulting in an agile and efficient service delivery.
In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services, including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.
**About the Role:**
The Sr. Finance Manager plays a key role in supporting divisional finance operations, driving process improvements, and ensuring consistency across business units. This role works closely with the Division Finance Director (DFD) on strategic initiatives and organizational improvements. This role is responsible for the recruiting, onboarding and ongoing upskilling / training of the F&CSM teams.
This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.
**What You'll Do:**
+ Lead recruitment, onboarding, and training of F&CSMs
+ Backfill open F&CSM roles on a short-term basis while recruitment is in progress.
+ Act as the single point of contact (SPOC) for the SOX Manager, ensuring compliance with internal controls.
+ Monitor CRT audit responses, support F&CSMs in issue resolution, and provide direct response where required.
+ Provide retrospective analysis and resolution of close issues (e.g., CRT findings, journal mispostings).
+ Address complex financial process issues escalated beyond BU level.
+ Provide oversight of mobilisation and demobilisation activities impacting finance.
+ Deputize for DFDs for key meetings and approvals as required.
+ Manage special and ad hoc projects across the division.
+ Serve as the division close subject matter expert (SME).
+ Drive future system improvements and automation projects.
+ Facilitate sharing of best practices across F&CSMs and within peer groups.
+ Support the DFD in the organization and hosting of quarterly CS townhall meetings and key communications.
+ Reinforcing the LOM and ensure CS / BOMs are operating at the right level (upskilling and driving consistency in key documents / tools.
+ Oversee consolidation of BU submissions and ensure consistency in divisional metrics (e.g., PT growth, margin % growth).
+ Establish KPIs to track progress in key financial metrics & prioritize activities based on needs.
+ Centralize scorecard adjustments and other divisional journal entries at the divisional level.
+ Conduct credit checks and reviews for the division.
+ Supports with moving existing clients to automated pricing where possible
**What You'll Need:**
+ Strong background in finance, accounting, or related field (CPA or equivalent designation preferred).
+ Proven experience in financial close processes, controls, and audit management.
+ Experience of working in a SoX environment.
+ Experienced in financial close procedures, including financial close and accounting entries, with a strong background in reporting, reconciliation, and month-end close activities
+ Track record of leading teams, onboarding staff, and driving process improvements.
+ Strong analytical and problem-solving skills with attention to detail.
+ Demonstrated ability to manage complex projects and support organizational change.
+ Excellent communication and collaboration skills across functions and divisions.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Why CBRE**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
**Applicant AI Use Disclosure**
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Sr. Finance Manager position is $112,000 annually [or $53.85 per hour] and the maximum salary for the Sr. Finance Manager position is $165,000 annually [or $79.33 per hour]. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more (*******************************************************************************
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
$112k-165k yearly 2d ago
SAP Finance Senior Manager - Retail (Grocery)
Accenture 4.7
Finance consultant job in Washington, DC
We Are:
Accenture's SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP Retail and Fashion solutions and we're curious and always learning.We are assembling a talented team and providing our people with opportunities to gain new skills, training, and experience.
Additionally, the Retail industry is going through remarkable levels of transformation as they are developing new business models, new digital sales channels, analytics capabilities to understand customer needs, and transforming internal operations for efficiencies.
SAP technologies power these organizations with modern cloud-based and AI-enabled solutions, and Accenture is the undisputed market leader in this industry. We are continuously expanding our SAP team with advisory skills to continue to drive transformation at scale for our clients.
You Are:
You have a passion for storytelling and for originating, selling and delivering SAP-based Finance Transformation projects that make a positive impact in your clients' business? Are you inspired by working with the best companies in their industries? Want a role that provides you with a sense of purpose and satisfaction?
Then join Accenture and build a rewarding career improving the way the world works and lives, as you help clients innovate with leading-edge SAP and Accenture Finance solutions and technologies on some of the most innovative projects in the world
Thrive in our highly collaborative, digitally-driven and innovation-led environment. Nurture your talent for thoughtful and game changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds.
You are a confident leader who spots and stays ahead of the SAP platform , industry and Finance trends and knows how to translate client goals into clear and actionable outcomes that everyone can get behind. You know how to fully utilize the capabilities of various SAP platforms to drive business value, transform end-to-end functions and drive leading practices for your clients in markets all over the globe. The more complex their challenges, the more excited you are about leading the charge to solve them.
The Work:
Team with clients on their SAP functional transformation programs through your combined SAP application and functional process expertise which includes your ability to:
Engage with senior client Finance executives on the business challenges/trends and the potential value of SAP solutions (current & future)
Lead customers in defining their SAP journey through the development of business cases & roadmaps including during sales origination, proposal development and client presentations
Architect e2e Finance solutions that leverage SAP technologies, custom apps, & add on partner solutions
Clearly explain SAP's Business AI strategy, including an understanding of its capabilities and roadmap. Identify functional areas expertise where AI can deliver real value to clients
Experience in deployment of AI use cases within SAP delivery to improve efficiency and ability to explain how these AI-driven improvements can enhance project delivery
Advise, design and deliver Finance solutions based on the latest industry and technology best practices leveraging a SAP solutions and embedded innovation.
Lead large project teams of varying size and scope - helping them achieve transformational roadmaps - onsite with clients or within Accenture
Become a trusted expert and advisor to your clients, team, and Accenture Leadership by staying current on regulations, trends, and innovations across your area of expertise
Be a thought leader, build assets and best practices and develop the next level of transformation experts
Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements
Here's what you need:
Minimum of 7 years of SAP Functional and Technical expertise in Finance, including but not limited to: GL, AP, AR, Asset Accounting.
Minimum 5 years of experience in SAP projects supporting Retail/Grocery clients (SAP support / managed services experience will not be considered for this requirement)
Minimum of 3 end-to-end SAP S/4 implementations, including project planning, estimation and solution architecture for Retail/Grocery clients
Experience managing SAP delivery teams, in a Global Delivery Model, including but not limited to the following responsibilities: driving complex workshops and leading design decisions, as well as leading the design and execution of system build, configuration, testing, cutover, and go-live
Prior experience in an Advisory and/or Consulting role
Bachelor's degree or equivalent (minimum 12 years' work experience). If Associate's Degree, must have equivalent minimum 6-year work experience
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an ongoing basis and there is no fixed deadline to apply.
Information on benefits is here.
Role Location / Annual Salary Range
California $132,500 to $338,300
Cleveland $122,700 to $270,600
Colorado $132,500 to $292,200
District of Columbia $141,100 to $311,200
Illinois $122,700 to $292,200
Maryland $132,500 to $292,200
Massachusetts $132,500 to $311,200
Minnesota $132,500 to $292,200
New York/New Jersey $122,700 to $338,300
Washington $141,100 to $311,200
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity and Affidavitative Action Policy Statement
Accenture is an EEO and Affimative Action Employer of Females/Minorities/Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
#J-18808-Ljbffr
$141.1k-311.2k yearly 1d ago
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.
#J-18808-Ljbffr
$115k-132k yearly 4d ago
Client-Focused Investment Professional Associate
Jpmorgan Chase & Co 4.8
Finance consultant job in Washington, DC
A leading financial institution in Washington is seeking an Investment Professional to support client relationships and execution of brokerage trades. The successful candidate will possess a Bachelor's Degree and 1-2 years of related industry experience. Responsibilities include managing brokerage trades, coordinating with team members, and ensuring accurate risk management. Candidates must have Series 7, 66, and Insurance licenses or be willing to obtain them. This is a full-time, on-site position offering the opportunity to work in a dynamic environment.
#J-18808-Ljbffr
$80k-114k yearly est. 2d ago
Financial Analyst
MacDonald & Company 4.1
Finance consultant job in Washington, DC
We are partnered with a vertically integrated real estate investment, management and development company with a primary concentration in the Washington, DC metropolitan area. The company specializes in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets.
They are seeking a highly motivated Financial Analyst to support the Director of Financial Analytics and Strategic Initiatives and partner closely with the Investments team. This role will support budgeting, forecasting, variance analysis, and asset performance analysis. The ideal candidate is detail-oriented, analytical, and eager to grow within a fast-paced, entrepreneurial real estate environment.
Responsibilities:
Support the annual budgeting process, consolidation of department budgets, and periodic budget reforecasting to support the development of updated financial projections.
Prepare quarterly budget-to-actual variance reporting, analyze financial results, identify key drivers, and summarize trends for management review.
Support preparation and maintenance of cash flow projections, ensuring corporate cost inputs are properly consolidated and results are clearly communicated.
Analyze indirect cost allocations and provide corporate cost inputs to project stakeholders for budget and liquidity consideration.
Assist with financial reporting systems and infrastructure, including maintenance of account trees and reporting templates.
Prepare executive presentation materials, including slides, dashboards, and summary reports that translate detailed analysis into clear, concise insights for senior leadership.
Pull monthly reporting from Costar to maintain market analysis on rent growth, new construction projects, occupancy, etc.
Conduct ad-hoc financial analysis, research, and assist with special projects to support decision-making, operational improvements, and business initiatives.
Education and Experience:
Bachelor's degree in Accounting, Finance, Economics, or a related discipline.
1-2+ years of relevant experience in FP&A, corporate finance, or accounting.
Strong analytical and quantitative skills with the ability to interpret financial data clearly.
Excel proficiency (e.g., financial modeling, data manipulation, scenario analysis).
Experience with or exposure to Yardi or similar reporting/ERP systems preferred.
Real estate industry experience is a plus.
Familiarity with financial reporting structures and budgeting systems preferred
$58k-94k yearly est. 1d 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.
#J-18808-Ljbffr
$103k-127k yearly est. 4d ago
Senior Economic Consultant
Fashion Institute of Design & Merchandising
Finance consultant job in Washington, DC
At HDR, our employee‑owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and novel ideas to work every day. We foster a culture of inclusion throughout our company and within our communities, constantly asking: What is our impact on the world?
We believe transportation is more than movement-it's the foundation of connected, thriving communities. As part of HDR's Transportation Business Group, you'll help shape the systems that move people and goods safely, efficiently, and sustainably. From designing resilient highways and iconic bridges to advancing transit, passenger and freight rail, aviation, federal transportation ports and marine infrastructure, your work will directly support economic vitality, public safety, sustainable and resilient communities and quality of life.
In the role of Senior Economist Consultant, we'll count on you to focus on three main responsibilities: technical, marketing, and staff development.
Technical
Lead economic analyses including developing technical approaches, budget estimates, and project schedules
Master the use of economic techniques such as econometrics, forecasting, and data‑driven support tools
Develop industry‑leading methods and procedures in your area of expertise for internal and external clients
Develop planning or policy recommendations to support client decision‑making processes
Explore use of new or unique methods of analysis as value‑added services for new and existing clients
Lead project quality review efforts for delivering high‑caliber work products
Support HDR project managers and staff as needed
Marketing (external and internal)
Contribute to internal and external marketing efforts
Utilize the matrix to identify additional staff to support pursuits, proposals, and project staffing
Strengthen client relationships through leading client meetings and independently presenting results
Market economics consulting services internally through presentations or other avenues
Staff Development
Provide support and mentorship to more junior staff through project task assignments
Preferred Qualifications
A minimum of 10 years of equivalent experience including independent development of tasks to complete project delivery and oversight of junior staff during production
Excellent knowledge in Microsoft Suite (specifically Excel, PowerPoint, and Word)
Experience with analytical packages and/or programming languages (SAS, Eviews, SPSS, Visual Basic, R, Python, etc.)
Preference given to local candidates
Required Qualifications
Master's degree in Economics
A minimum of 10 years experience including staff management and development, client interaction and proposal writing
Experience in Excel, Limdep, SAS, SPSS, Eviews and MS Access
VB programming experience is a plus
Ability to interact with clients on a regular basis
An attitude and commitment to being an active participant of our employee‑owned culture is a must
EEO Statement
At HDR, we are committed to the principles of employment equity. We are an affirmative action and equal opportunity employer. We consider all qualified applicants, regardless of criminal histories, arrest and conviction records.
Ready to learn more? Let's work together to make great things possible.
Primary Location
United States - District of Columbia - Washington DC
Industry
Economics + Finance
Schedule
Full‑time
Employee Status
Regular
Business Class
Economics
#J-18808-Ljbffr
$105k-155k yearly est. 1d 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
Client Advisor - Pentagon
Bucherer USA
Finance consultant job in Arlington, VA
Job Title: Client Advisor Reports to: Store Director Division: Retail, Multi-brand The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives. Creating an outstanding client experience is a critical aspect of this job. It is accomplished by creating a positive, inviting and elevated environment for the discerning client. This includes enthusiastic, presentable and knowledgeable Client Advisors that understand the customer base, attractive and inviting displays, as well as clean and well-lit stores with the best selection of watches and jewelry for the local market. An outstanding client experience also includes fully satisfying the client as it relates to servicing a new or existing watch.
It is crucial that Client Advisor focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. This includes strategically following-up, embracing and utilizing the CRM system and tools and handling escalated issues with outstanding diplomatic skills.
ESSENTIAL JOB RESPONSIBILITIES
Ensure an outstanding client experience
Work to create a positive, inviting and elevated environment for the discerning client.
Be enthusiastic and demonstrate a passion for watches and jewelry.
Create a relationship with the client:
Greet the client when they enter the store.
Listen to the needs of the client and ask discovery questions.
Demonstrate outstanding product knowledge to educate the client and address their needs.
Understand available inventory within store and if needed, at other Tourneau Bucherer locations.
Create excitement with the client about the product.
Ultimately gain the client's trust.
Explain the value of being a Tourneau Bucherer client and leverage available tools, such as CRM, the Watch Protection Plan, Trade-ins and Bucherer 1888 Financing to support making the sale.
Partner with other Client Advisors as appropriate to make a sale.
Obtain client information utilizing the CRM system to build an on-going relationship.
In the event that the client contact results in a sale, efficiently close and process the sale:
Process payment accurately and in alignment with policy and partnering with the Operations Department to process the payment, as applicable.
Complete warranty information.
Work with Service Department on sizing, cleaning and setting the watch.
If required, gift-wrap and prepare for shipment.
Follow-up with client on purchase.
Handle client issues with outstanding diplomatic skill, creating a positive experience for the client.
Attend training sessions to increase product knowledge.
Partner with the Service Department, as applicable to ensure a positive client experience this includes:
Escorting customers to the Service Department.
Taking in repair orders if needed.
Assisting with customers picking up repairs.
Meeting or exceeding sales objectives
At a minimum, must meet sales objectives for any given month, quarter and year.
Clearly understand daily sales objective and how it relates to weekly and monthly targets.
Maximize percentage to retail.
Clienteling - focus on developing long-term relationships with the client so that they are more likely to think about visiting and buying from the store in the future. As appropriate, follow-up with clients utilizing the CRM system. This may include but is not limited to birthday cards, holiday cards, informing clients of new merchandise and inviting customers to special events/ campaigns.
Readily accept and incorporate constructive advice given by managers on how to improve sales performance.
Challenge yourself to become comfortable selling all brands of watches and jewelry, and maintain a balance of sales across the full product assortment.
Other
Strictly adhere to all store security procedures.
Set up cases and windows.
Respect other Client Advisors fostering an environment of support and collaboration.
Adhere to the company dress code policy.
Work with team members to ensure the store is at all times clean and attractive.
Attendance is a crucial part of performance. Be on time.
Help set-up or close store depending upon shift.
Requirements
A passion for building clientele and selling.
Demonstrate an exemplary level of integrity and professionalism at all times.
Must be able to work a flexible schedule throughout the week.
Must have a polished and professional appearance with a positive attitude.
Meet and exceed company assigned goals, metrics and objectives.
QUALIFICATIONS
3+ years of relevant experience, preferably sales in the luxury market.
Prior watch and fine jewelry experience is helpful, but not required.
Excellent communication, interpersonal and customer relation skills.
Sales driven and results orientated.
Team player.
Willing to be hands-on and work with the team to fulfill operational and organizational needs.
Adaptable with an attitude of continuous learning.
A Bachelor's degree or equivalent in business or related discipline is preferred.
Bi-lingual language proficiency is a plus to cater to our international customer base.
We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.
$57k-109k yearly est. 2d ago
Budget Analyst
LMI Consulting, LLC 3.9
Finance consultant job in Washington, DC
Job ID 2025-13179 # of Openings 1 Category Finance Benefit Type Salaried High Fringe/Full-Time
LMI seeks a Budget Analyst with public-sector experience to support a federal program management office in Washington, D.C. Join our team of collaborative self-starters focused on delivering practical and efficient solutions to help our client keep U.S. borders safe and facilitate travel and trade. As part of our high-performing team, you will augment our vital work to provide "eyes and ears" technology to protect our nation.
LMI is a new breed of digital solutions provider dedicated to accelerating government impact with innovation and speed. Investing in technology and prototypes ahead of need, LMI brings commercial-grade platforms and mission-ready AI to federal agencies at commercial speed.
Leveraging our mission-ready technology and solutions, proven expertise in federal deployment, and strategic relationships, we enhance outcomes for the government, efficiently and effectively. With a focus on agility and collaboration, LMI serves the defense, space, healthcare, and energy sectors-helping agencies navigate complexity and outpace change. Headquartered in Tysons, Virginia, LMI is committed to delivering impactful results that strengthen missions and drive lasting value.
Responsibilities
Supports budget formulation for the client's programs by compiling estimated costs in the required categories and creating alternative versions to fit specified scenarios
Collaborates with program staff members to develop resource allocation plans (RAPs) and congressional justifications (CJs)
Provides analysis and data to ensure that program budgets align with strategic and programmatic goals and adhere to fiscal guidance and DHS and federal government budget policy
Creates purchase requisitions in SAP
Maintains program and contractor cost baselines
Develops, reviews, and implements project-level spend plans, and conduct recurring reviews of program resource utilization to identify issues that might affect the program's overall objectives
Prepares periodic reports on the allocation, status, tracking, commitment, obligation, and expenditure of funds
Prepares and process funding documents, identify program funding variances, recommend appropriate reprogramming actions or corrective actions, and report reconciled status of funds
Qualifications
Required:
A Bachelor's or Master's degree in accounting, business, management, or a related discipline
3-10 years of financial management experience
Experience working with financial management software and tools such as SAP and INVEST
Ability to communicate clearly with a variety of stakeholders
Ability to demonstrate initiative and effectively solve problems
Strong communication skills, both oral and written
A true team player who maintains a positive attitude in a dynamic environment
Ability to pass a government background investigation, including financial, criminal, residential, educational, foreign affiliation, prohibited substance abuse, and employment verifications
Preferred:
Active U.S. Customs and Border Protection background investigation is a significant plus
Previous work formulating or executing CBP budgets
Relevant certification such as Certified Government Financial Manager (CGFM)
Proficiency in Microsoft Word, Excel, Outlook, PowerPoint, and SharePoint; skills in advanced Excel techniques including pivot tables, macros, and validation look-ups
Target salary range: $90,000 - $140,000. Final compensation will be determined by a variety of factors including but not limited to your skills, experience, education, and/or certifications.
The salary range displayed represents the typical salary range for this position and is not a guarantee of compensation. Individual salaries are determined by various factors including, but not limited to location, internal equity, business considerations, client contract requirements, and candidate qualifications, such as education, experience, skills, and security clearances.
LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact
Colorado Residents: 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.
Need help finding the right job?
We can recommend jobs specifically for you!
Click here to get started.
$90k-140k yearly 5d 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
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
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
Budget Analyst
Office of The Chief Financial Officer
Finance consultant job in Washington, DC
Government of the District of Columbia Office of the Chief Financial Officer (OCFO)
Budget Analyst (Hybrid) $62,159.00 - $118,558.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of a Budget Analyst. This position is located in Washington, DC with the Office of the Chief Financial Officer. The incumbent will have responsibility for formulating, justifying, monitoring, and developing process improvement strategies for budgets within their assigned agency's department.
Duties include, but are not limited to:
Validating the accuracy of budget requests, performing special analysis of specific budgetary programs and projects, providing recommendations and accurate budget projections.
Coordinating with program managers and other financial personnel to obtain sufficient information to provide sustainable justification for requests.
Ensuring that the budgets of assigned program operations are expended in a manner that achieves program goals, meets established criteria, and regulatory compliance.
Providing continuous oversight of the program's expenditure of approved funds.
Developing guidance and tools to increase department's ability to make proper budgetary formulations, execution determinations, and planning decisions.
Assessing the impact of revised budget execution policy and timetables, and providing guidance to program management concerning status of funds and issues.
Preparing budgetary documents, including tables, reports, letters and memoranda.
Performs other related duties as assigned.
Minimum Qualifications: Two (2) years of progressive experience performing duties related to the work of the position to be filled such as formulating, justifying, monitoring, coordinating and approving budget requests; and preparing reports, analysis, and justifications related to funding matters.
For initial review, please submit your resume to Office of the Chief Financial Officer, Office of Human Resources, 1101 4
th
Street, SW, Suite W220, Washington, DC 20024.
To complete an application or for additional details related to this vacancy, please visit ***************
The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance.
The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER
$62.2k-118.6k yearly 3d 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.
Apply now Share Save Job
$60k-65k yearly 2d 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
Corporate - Restructuring & Special Situations Finance
Direct Counsel
Finance consultant 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
$65k-97k yearly est. 12d 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. 19h ago
Client-Focused Investment Professional Associate
Jpmorgan Chase & Co 4.8
Finance consultant job in Washington, DC
A leading financial institution is seeking an Investment Professional to provide daily support to clients in managing their relationships. You will advise on trades, monitor risks, and handle client documents. The ideal candidate should have a Bachelor's degree, relevant licenses, and expertise in PowerPoint and Excel. This role emphasizes exceptional interpersonal skills and a self-starter attitude. Join us to enhance your career within a collaborative team environment.
#J-18808-Ljbffr
$80k-114k yearly est. 2d ago
U.S. Private Bank - Investment Professional - Associate
Jpmorgan Chase 4.8
Finance consultant job in Washington, DC
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
**Job Responsibilities**
+ Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
+ Create mandates for discretionary accounts
+ Risk Management - monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
+ Work with Team Leader to monitor Client Advisor loadings.
+ Submit and monitor fee schedules and billing
+ Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
**Required Qualifications, Capabilities, Skills**
+ Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
+ Bachelor's Degree required
+ 1-2 years of industry related experience
+ Exceptional follow-up and follow-through skills
+ PowerPoint and Excel expertise
+ Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
+ Experience and interest in financial markets and concepts
+ Excellent interpersonal skills
+ Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
**Preferred Qualifications, Capabilities, Skills**
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Washington,DC $95,000.00 - $120,000.00 / year
How much does a finance consultant earn in Leesburg, VA?
The average finance consultant in Leesburg, VA earns between $52,000 and $106,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.