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Oracle EBS / Oracle Financial Cloud Consultant
Albano Systems, Inc.
Finance consultant job in Richmond, VA
W2 ONLY - NO VISA SPONSOR TRANSFER - NO THIRD PARTY
The Principal Business Systems Analyst plays an intergal part of a Global Financial Systems Support team, which is responsible for developing and maintaining financial applications in a Scaled Agile environment. This includes the Oracle Enterprise Resource Planning (ERP) and Enterprise Performance Management (EPM) cloud services suite, as well as other Accounting, Finance, Treasury and Disbursement applications. This role requires solid time management and organizational skills, the ability to work independently, and collaborate with and influence multiple stakeholders across IT and Finance. Interactions with senior management in support of technical and business outcomes are commonplace.
Duties & Responsibilities
Drive technical designs, architectural maturity, and operational business solutions
Conduct research, design, prototype and other exploration activities
Coordinate dependencies across multiple initiatives simultaneously
Support the development and maintenance of road maps and the synchronization of cross-functional projects
Continuously improve the team's process and performance
Provide support of Oracle ERP, EPM core financial cloud services, other financial SaaS, and commercial off the shelf (COTS) applications by:
Acting as liaison between the Accounting and Finance units and technology teams to help resolve support issues in a timely and accurate manner.
Demonstrate knowledge of system configurations and functionalities
Qualifications
College degree in Accounting, Computer Science, Information Technology, or related work experience.
Extensive experience in managing, implementing or supporting Oracle Financial Cloud Applications (ERP Fusion R2R/ FCCS, P2P modules) or Oracle eBusiness Suite
8-12 years' work experience in Oracle Financials Cloud (or Oracle EBS) - full life cycle ERP Implementation experience preferred
Hands on experience in configuring and troubleshooting Oracle Financials Cloud Applications (GL, Accounting Hub, and FDI modules) required.
Experience in building and supporting Oracle Integrations, Oracle Reporting Tools (Oracle Fusion Data Intelligence (FDI), BI Publisher, Financial Reporting Studio, SmartView, and OTBI), Oracle Integration Cloud (OIC), Oracle Security and Oracle BPM Workflows.
Foundational knowledge of Financial Accounting and Financial Reporting.
Knowledge/previous experience in the insurance industry would be a plus
Hands on experience in solution design using Oracle Financial ERP; Ability to work with business to develop solutions for complex business problems; Experience in serving as the liaison between business and technical team.
Ability to guide and coach technical teammates on functional aspects and assess development to ensure consistency with initial design.
Strong skill and ability to troubleshoot issues quickly and solve them, independently, in a timely manner.
Experience working with and using Agile/Scrum methodology with active participation in Agile ceremonies. Certification from Scaled Agile Framework (SAFe)
Ability to multi-task, working on more than one issue simultaneously with a high degree of independence
$61k-89k yearly est. 5d ago
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Financial Advisor - Richmond, VA
Navy Federal Credit Union 4.7
Finance consultant job in Richmond, VA
To provide financialconsulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Responsibilities
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
Qualifications
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid)
Location: 5445 Glenside Dr, Richmond, Virginia 23228
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
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.*
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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.
Guggenheim Securities ("GS") is seeking exceptional Analyst Interns to join its Healthcare Services team in Richmond. This position will focus primarily on covering pharma services and have the opportunity to work with both Richmond and New York based Healthcare Services senior bankers.
The Healthcare Services Group at Guggenheim Securities is a rapidly growing and a critically important strategic initiative for the firm. We provide coverage across various sub-verticals including payors, providers, HCIT, pharma services and animal health.
Our Analyst Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Analyst Interns benefit tremendously from the experience and partnership they have with our Analysts, Associates, Vice Presidents, Managing Directors and Senior Managing Directors.
GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
Essential Job Functions
* Perform financial and valuation analysis such as discounted cash flow analysis, leveraged buyout analysis, public and transaction comparable valuation analysis
* Prepare client pitch presentations
* Preparation of transaction marketing materials including teasers, information memoranda, company operating models, and other transaction-related documentation
* Interact with senior bankers, senior management at clients, transaction lawyers and accountants
* Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
* Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
* Develop an in depth understanding of M&A deal processes
Preferred Qualifications
* Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
* Highly organized, with the initiative and ability to work with limited supervision
* Excellent analytical skills and attention to detail
* Strong written and oral communication skills
* Effective process management abilities
Basic Qualifications
* Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Salary
* A salary based on an annual rate of $110,000 per year
* The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
$110k yearly Auto-Apply 16d ago
Investment Banking Associate
Prospect Blue 4.1
Finance consultant job in Richmond, VA
Job Description About the Opportunity
ProspectBlue has partnered with a leading independent investment bank headquartered in Richmond, VA, to identify an experienced Investment Banking Associate to join their Advisory team. This firm provides M&A and financial advisory services to privately held, private-equity-backed, and publicly traded companies across a wide range of industries.
This is an excellent opportunity for a high-performing finance professional to join a collaborative, fast-paced environment where you'll play a key role in executing transactions, leading financial analysis, and supporting client engagements from start to finish.
Key Responsibilities
Conduct detailed financial modeling, valuation, and deal structure analysis.
Draft and edit transaction marketing materials, including pitch books, confidential information memoranda (CIMs), and management presentations.
Research and evaluate potential strategic and financial buyers.
Manage diligence processes including data room organization, third-party coordination, and document review.
Support client interactions, including buyer communications, management meetings, and presentation preparation.
Provide mentorship and guidance to analyst-level team members and assist in managing team workflow.
Qualifications
2-5 years of experience in investment banking or a related financial advisory role.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Proven proficiency in financial modeling, valuation, and transaction analysis.
Exceptional analytical, quantitative, and written communication skills.
Strong working knowledge of Microsoft Excel, PowerPoint, and Word.
Highly motivated, detail-oriented, and comfortable working in a dynamic, transaction-driven environment.
FINRA licensing preferred (or willingness to obtain within six months).
CFA or CPA designation is a plus.
Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry.
Their approach emphasizes true partnership-pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers.
About the Industrials Group
Led by senior professionals, our client's Industrials Group serves as trusted advisors to investors and company leaders worldwide. Clients count on them to understand the industrials landscape and help turn ambitious goals into reality through M&A and private capital advisory services.
The team has deep experience across sectors including:
Building Products & Materials
Chemicals & Specialty Materials
Engineered Equipment, Products & Components
Industrial Technology
Packaging
Why This Opportunity Stands Out
This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled-professionals who are eager to be part of something bigger than themselves.
As an Associate, you'll gain meaningful exposure to complex transactions and senior bankers from the start. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. This is a place where hard work is rewarded, where you'll be challenged to grow your skills rapidly, and where you'll develop into a future deal leader.
The Role
Our client seeks a talented Associate to join their Industrials Group in Richmond, VA. As an Associate, you will play a critical role in executing M&A transactions, working closely with Vice Presidents and senior bankers while guiding and mentoring Analysts.
This position offers significant responsibility and client exposure as you develop your technical and leadership skills. You will be involved in all aspects of deal execution, from financial modeling and valuation analysis to client presentations and transaction coordination.
Please note: Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States.
Key Responsibilities
Deal Execution & Analysis
Execute sell-side M&A transactions across all phases of the deal lifecycle
Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses
Conduct comprehensive valuation analyses using multiple methodologies
Perform detailed industry research, competitive analysis, and market assessments
Prepare pitch materials, management presentations, and transaction marketing materials
Coordinate due diligence processes and manage data room activities
Support senior bankers in client meetings and presentations
Team Collaboration & Development
Work closely with Vice Presidents to manage deal workstreams and timelines
Guide and mentor Analysts on financial modeling, analysis, and presentation preparation
Provide feedback and coaching to junior team members
Ensure accuracy and quality of all deliverables
Collaborate effectively across deal teams and office locations
Client & Market Engagement
Participate in client meetings and calls alongside senior bankers
Develop understanding of client business models, strategies, and industry dynamics
Support business development initiatives and pitch preparation
Stay current on market trends, transactions, and industry developments
Required Qualifications
2-3 years of investment banking experience, with sell-side M&A experience preferred
Strong financial modeling and valuation skills with high attention to detail
Proficiency in Excel, PowerPoint, and financial databases
Excellent analytical and problem-solving abilities
Strong written and verbal communication skills
Ability to manage multiple projects simultaneously and meet tight deadlines
Bachelor's degree required; advanced degree or certifications preferred
Demonstrated work ethic and ability to thrive in a fast-paced environment
Team-oriented mindset with willingness to collaborate and support colleagues
Willingness to travel up to 15% of the time
Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire
What Defines Success in This Role
Our client's top-performing Associates demonstrate:
Technical Excellence: Strong command of financial modeling, valuation techniques, and analytical frameworks with meticulous attention to accuracy
Ownership Mindset: Proactive approach to problem-solving, taking initiative on projects, and driving work forward independently
Team Leadership: Ability to effectively guide Analysts while collaborating seamlessly with Vice Presidents and senior bankers
Client Focus: Understanding of client objectives and ability to tailor analyses and presentations to meet their needs
Growth Orientation: Eagerness to learn, receptiveness to feedback, and commitment to continuous improvement
Compensation & Benefits
Highly competitive base salary commensurate with experience
Performance-based bonus eligibility tied to company, business unit, and individual performance
Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan
Generous paid time off including vacation, holidays, and parental leave
Structured training program and professional development resources
Mentorship opportunities with senior bankers
Clear path for advancement to Vice President
Guggenheim Securities (“GS”) is seeking exceptional Analyst Interns to join its Healthcare Services team in Richmond. This position will focus primarily on covering pharma services and have the opportunity to work with both Richmond and New York based Healthcare Services senior bankers.
The Healthcare Services Group at Guggenheim Securities is a rapidly growing and a critically important strategic initiative for the firm. We provide coverage across various sub-verticals including payors, providers, HCIT, pharma services and animal health.
Our Analyst Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Analyst Interns benefit tremendously from the experience and partnership they have with our Analysts, Associates, Vice Presidents, Managing Directors and Senior Managing Directors.
GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
Essential Job Functions
Perform financial and valuation analysis such as discounted cash flow analysis, leveraged buyout analysis, public and transaction comparable valuation analysis
Prepare client pitch presentations
Preparation of transaction marketing materials including teasers, information memoranda, company operating models, and other transaction-related documentation
Interact with senior bankers, senior management at clients, transaction lawyers and accountants
Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
Develop an in depth understanding of M&A deal processes
Preferred Qualifications
Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
Highly organized, with the initiative and ability to work with limited supervision
Excellent analytical skills and attention to detail
Strong written and oral communication skills
Effective process management abilities
Basic Qualifications
Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Salary
A salary based on an annual rate of $110,000 per year
The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
$110k yearly Auto-Apply 18d ago
Investment Solutions Advisor
The Strickland Group 3.7
Finance consultant job in Richmond, VA
Here's a revised version tailored for a Marketing Communications Manager role:
Join Our Team as an Investment Solutions Advisor
Are you a strategic storyteller with a passion for branding, content creation, and audience engagement? We are seeking a dynamic Investment Solutions Advisor to develop and execute compelling marketing strategies that elevate our brand and drive business success.
Why You'll Love This Role:
🎯 Strategic Impact - Lead marketing communication efforts that enhance brand awareness and engagement.
⏰ Work-Life Balance - Enjoy a flexible schedule with full-time opportunities.
🚀 Career Growth - Access professional development programs and leadership opportunities.
💰 Competitive Compensation - Earn a stable income with performance-based incentives.
Your Responsibilities:
Develop and implement integrated marketing communication strategies across multiple channels.
Create compelling content for websites, email campaigns, social media, and press releases.
Collaborate with cross-functional teams to align messaging with business objectives.
Manage brand voice, ensuring consistency across all marketing materials and communications.
Oversee media relations, PR initiatives, and partnerships to enhance brand visibility.
Analyze marketing campaign performance and optimize strategies for better engagement.
What We're Looking For:
Proven experience as a Marketing Communications Manager or in a similar role.
Strong writing, editing, and storytelling skills.
Proficiency in digital marketing tools, social media management, and content creation platforms.
Ability to develop and execute successful communication campaigns.
Excellent collaboration and project management skills.
Experience in PR, media relations, and brand management is a plus.
Perks & Benefits:
Paid professional development and continuous learning opportunities.
Health insurance and retirement plans.
Performance-based bonuses and recognition programs.
Leadership growth and career advancement opportunities.
🚀 Ready to Make an Impact?
If you're passionate about crafting compelling marketing communications that drive brand success, apply today! Join us and be part of a team that values creativity, strategy, and innovation.
Your journey as an Investment Solutions Advisor Manager starts here-let's tell our story together!
$82k-148k yearly est. Auto-Apply 60d+ ago
Financial Assistance Advisor
ECPI University
Finance consultant job in Richmond, VA
Financial Assistance Advisor will work at ECPI University's Emerywood campus location. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor's and Master's Programs. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum.
Visit *********************** to learn more about how you can help people improve their lives through education.
Position Summary
Are you seeking a financial advising career at a university that promotes the enhancement of each student's professional and personal life through education? Then a career as a Financial Assistance Advisor with ECPI University may be for you!!
The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals.
Responsibilities
* Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student.
* Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines.
* Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process.
* Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility.
* Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation.
* Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns.
Qualifications
Education/Experience
* Bachelor's degree preferred.
* 2-3 years of related experience.
* Any equivalent combination of education, experience, and/or training.
Skills/Abilities
* Proficiency in Microsoft Office.
* Proficiency in CampusVue Student database, preferred.
* Utilizing AI tools preferred.
* Well-developed oral and written communication skills.
* Excellent organizational and analytical skills.
* Ability to quickly master new methodologies, technologies, and systems.
* Ability to handle a high-pressure environment with significant timeline pressures.
* Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service.
* Ability to work independently and with a team as well as with various constituents.
Benefits of Employment
ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University, click HERE.
Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.
$66k-129k yearly est. 7d ago
Senior Analyst, Investment Banking
BDO USA 4.8
Finance consultant job in Richmond, VA
BDO Capital Advisors (BCA) is seeking a motivated Analyst with previous investment banking experience to join the firm's expanding practice in Richmond, Virginia. The ideal candidate will have a strong grasp of accounting, valuation, and modelling concepts and will possess strong written and verbal communication skills. The candidate will be expected to research prospective clients and their industries, assist in the creation of pitch materials, develop financial models and draft offering memoranda. The candidate will gain in-depth exposure to the financials and operations of companies in a wide range of industries and to the execution of investment banking transactions including mergers and acquisitions and private placements. At BCA, analysts actively participate in every phase of a client engagement and gain the skills to build a successful career in investment banking. BCA has a robust pipeline of prospective and active engagements and is seeking a candidate that can make an immediate impact.
BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO's investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA's resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm.
The BCA team specializes in providing sell-side M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.
BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe.
Job Duties:
Supports the execution and the origination of M&A transactions
Develops financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
Analyzes companies and industries and work directly with client management teams
Prepares pitch books, offering memoranda and management presentations
Organizes and manage responses to inquiries from potential investors as well as coordinate other diligence activities
Manages several projects concurrently
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required; focus in Finance, Accounting, or Economics, preferred
Experience:
One (1) or more years of investment banking, private equity or related financial services experience, preferred
License/Certifications:
FINRA Series 79 and 63 licenses (if not currently held, will be required shortly after hire), required
Software:
Proficient in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred
Languages:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills
Strong analytical and research skills
Solid organizational skills with exceptional attention to detail
Ability to successfully multitask while working independently or within a group
Ability to work in a deadline-driven environment and manage multiple projects simultaneously
Understanding of basic accounting and valuation methodologies
Ability to travel, as necessary
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $80,000 - $100,000 Maryland Range: $80,000 - $100,000 NYC/Long Island/Westchester Range: $80,000 - $100,000
$80k-100k yearly Auto-Apply 34d ago
Financial Advisor - Financial Professional
Cornerstone Advisor Group 3.8
Finance consultant job in Richmond, VA
Job Description
Cornerstone Advisor Group (CAG) is seeking driven, enterprising individuals who are motivated by the opportunity to make a meaningful impact in people's lives. Our advisors help clients plan for and achieve their long-term financial goals while building rewarding, purpose-driven careers. At CAG, we take your drive and guide it into building a thriving financial advisory practice. You'll be in business for yourself-but never by yourself. Our collaborative team and proven systems provide the structure and support needed to help you succeed.
With over 170 years of history through our partnerships, we've built a culture where people matter, promises are kept, and growth goes beyond numbers.
This opportunity is open immediately to candidates eager to grow their business, strengthen their clients' financial futures, and create lasting impact for their families and communities.
If you're ready to take control of your career and make a difference, we'd love to connect and share more about what's possible with Cornerstone Advisor Group.
What We're Looking For
If you are someone who possesses:
High energy, a strong work ethic, and a positive, optimistic attitude
A passion for helping others and a clear sense of purpose
Confidence, resilience, humility, and unwavering commitment to your goals
The desire to build your own success while making a meaningful impact in your community
Then you may be exactly who we're looking for.
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
Enterprising mindset with a strong drive to succeed and scale a personal business
Strong interpersonal skills and the ability to connect with people from diverse backgrounds
Eagerness and willingness to learn and improve
Preferred: Series 65, Series 7/66 licenses
Perks:
Strong Commissions and Investment Downlines
Strong training system to set you up for success, regardless of experience
Benefits from a non-match deposit into your 401(k), Health Insurance, Short-Term, Long-Term disability, and more
Trips, bonuses, and incentives are available
Opportunity to scale your business alongside the mission and vision of a rapidly growing company
Team-oriented environment that provides collaboration and mutual support
Be part of a Fortune 100 company with a rich history of success and a forward-thinking culture
Potential transition package depending on your book of business
Office Locations:
Hybrid role with office locations in the following areas (for those without prior experience, in-office attendance is required 100% of the time): Richmond, VA; Westchester, VA; Fairfax, VA; McLean, VA; Chevy Chase, VA; Charleston, VA; Winchester, VA; Roanoke, VA; Blacksburg, VA; Virginia Beach, VA; Chesapeake, VA; West Virginia: Morgantown, WV; Wheeling, WV
Compensation:
$60,000 - $120,000 yearly
Responsibilities:
Job duties include, but are not limited to:
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
Qualifications:
Preferred Qualifications:
Experience managing assets under management (AUM)
Prior experience in the financial services or insurance industry
Familiarity with compliance regulations and client management practices
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.
$60k-120k yearly 10d ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in Richmond, VA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$73k-128k yearly est. Auto-Apply 15d ago
Head of Portfolio Analytics, U.S. & Bermuda
Markel 4.8
Finance consultant job in Richmond, VA
What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it.
The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! At Markel, we believe that what we do really matters. And that every one of us has the power to make a difference. To us, insurance is more than a piece of paper. It's a promise to help people get back on their feet. It's a commitment that gives people the courage to take chances. And in uncertain times, it's the fuel that moves the world forward.
Since the very start, we've used our ingenuity to insure risks that others can't. Finding smart solutions to complex problems, so people can live their lives and seize opportunities.
Our style is about focusing on people's needs, not just words on a page. It's about building relationships and connecting as humans. And ultimately, it's about being there for people when they need us most.
In our eyes, our journey is just beginning. Together, we're building a business that supports more people, in more places. But unlike our peers, we'll never lose our people-first focus as we grow. Because you will always be what makes Markel special. And what continues to power this business forward.
Markel Group (NYSE - MKL) is a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, specialist advisory, and investment operations around the world.
About the team:
Extracting value from data is critical to delivering Markel's strategic ambitions. We are investing in our data and analytics capabilities so that we can deliver sharp insights to support front-end underwriting and claims teams. As a result, we are establishing the U.S. and Bermuda Portfolio Analytics team. Under the leadership of a newly appointed Head of Portfolio Analytics, this team will bring together analytics, reporting, and technical pricing capabilities carried out across the U.S. and Bermuda and will continue to build on their transformational initiatives. In this role, you will be entrusted with setting the vision and direction for our portfolio analytics strategy and leading our transformation in this space.
The Portfolio Analytics team will be comprised of professionals with a wide range of technical skillsets, including data scientists, actuaries, portfolio managers, data engineers, and data visualization developers. We envision a dynamic, underwriter-centered team that serves the underwriter as their ‘customer' - identifying trends early, delivering actionable insights built on clean data flows, and integrating actuarial models into daily workflows. Our Portfolio Analytics team will be free from the corporate financial calendar, aligned to business priorities and enabled to put the customer at the center of everything they do. Additionally, the team will establish regional connection points to better serve the Wholesale and Specialty underwriting teams located across the U.S..
What we ask of you:
Create and communicate a vision for portfolio analytics that engages and excites both business stakeholders and technical teams, demonstrating how Markel can derive tangible business benefits from data.
Build a market-leading Portfolio Analytics team, bringing together a wide range of technical skillsets (actuarial, data science, data engineering, analytic engineering, etc.) as well as deep domain knowledge into a cohesive team that is collaborative, customer-focused and innovative.
Work with leaders from our five Regions (Northeast U.S., Southeast U.S., Central U.S., West U.S., and Bermuda) to prioritize portfolio analytics efforts, balancing delivering immediate value with developing capabilities that will be needed to meet the longer-term strategic ambitions of the business.
Drive the development of a data-centric culture and adoption of analytics products across Underwriting and Claims teams.
Oversee the relevant functional areas, including portfolio management / business partnering, data engineering, data science, advanced analytics, and technical pricing. Ensure each area is a center of excellence and that they collaborate to create an analytics capability that is bigger than the sum of its parts.
Ensure strong partnership and alignment on priorities with the product-centric teams within the Corporate Actuarial team and the CUO function. Work cohesively on setting, executing, and monitoring underwriting strategies.
Drive improvements in the sophistication and adoption of technical pricing models and portfolio management tools with the aim of improving risk selection and reducing loss ratios.
Close collaboration with IT Data Services, ensuring efficiency in data processing and delivery of a single version of the truth.
Promote the use of third-party data and development of advanced analytics techniques with a focus on directing effort and budget to the areas that will add the greatest value.
Ensure there are robust controls in place across the department, balancing agility with safety.
What you will bring to the role:
The successful candidate will have:
Bachelor's degree in Actuarial Science, Statistics, or related field; credentialled Actuary belonging to a globally recognized Actuarial Society preferred.
Minimum of 15 years of experience in actuarial roles within the insurance industry, with an emphasis placed on experience in U.S. Wholesale and Specialty insurance.
Exceptional communication skills, capable of conveying a strategic vision and galvanizing support from a wide range of stakeholders.
Ability to set a vision for this new team and create a compelling course of action across the business that inspires and enlists others to take action.
Proven people leadership skills, with experience of bringing together diverse, technical skillsets and creating the right environment for them to thrive.
Commercial acumen and strong understanding of Markel's strategy and priorities.
Experience in building alliances and cultivating deep and broad relationships across large organizations. Ability to connect with and speak the language of the businesses we support, from line underwriter to executive.
Track record of leading high-performing teams and delivering value to Insurance organizations through pricing, portfolio management, and analytics.
Ability to work across functional areas, gain buy-in, and persuade across the organization in order to achieve mutually beneficial objectives.
Ability to attract, develop, coach, and retain employees for competitive advantage.
Significant pricing actuarial experience at a Commercial or Specialty Insurer.
Excellent understanding of insurance data, particularly with regards to Commercial and Specialty insurance in the U.S. and Bermuda markets.
Original thinking and creative problem-solving skills to any given situation, driving for improved processes, systems, products, or services in order for Markel to establish and maintain a competitive edge.
The ability to stay ahead of external trends and promote a culture of continuous improvement.
Possession of a steady, earnest, and energetic work ethic, focusing energy on most critical tasks.
Our values:
We're all about people:
Empowering them, supporting them, and helping protect what matters most to them.
We put people first, and stay true to our word, because we believe in the power of relationships and doing what's right.
We win together:
We work as a team, exchanging ideas, supporting each other, and respecting everyone's opinion.
Because together we know we can achieve great things.
We strive for better:
We aspire to lead and win in all that we do.
Aiming for excellence, and finding a better way of doing things, is up to us all.
We enjoy the everyday:
We are dedicated to our work, but we always keep a sense of humor and leave our egos at the door.
We think further:
We are committed to building a legacy and making decisions that leave a lasting impact on our customers, partners, employees, and communities.
Markel celebrates the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also supportive of candidates looking for flexible working patterns.
US Work Authorization
US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.
Pay information:
The career level and base salary offered for the successful candidate will be based on compensable factors such as Geographic location, job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, and other factors. The national average salary for the Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $220,000 - $275,000 with 50% short-term incentive and 35% long-term incentive. The national average salary for the Senior Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $270,000 - $330,000 with 65% short-term incentive and 35% long-term incentive.
Who we are:
Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.
We're all about people | We win together | We strive for better
We enjoy the everyday | We think further
What's in it for you:
In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.
We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life.
All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.
Are you ready to play your part?
Choose ‘Apply Now' to fill out our short application, so that we can find out more about you.
Caution: Employment scams
Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that:
All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings.
All legitimate communications with Markel recruiters will come from Markel.com email addresses.
We would also ask that you please report any job employment scams related to Markel to ***********************.
Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.
Should you require any accommodation through the application process, please send an e-mail to the ***********************.
No agencies please.
$86k-114k yearly est. Auto-Apply 60d+ ago
Financial Advisor Associate
Ameriprise Financial 4.5
Finance consultant job in Richmond, VA
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.
Key Responsibilities
* Obtain your required licenses/credentials within 150 days of hire:
* FINRA Series 7
* Active State Securities Agent Registration (S63 or S66)
* Active IAR Registration (S65 or S66) and
* State Life, Health Insurance and Variable Products lines.
* Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines.
* Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
* Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
* Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
* Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.
* Identify clients to engage or re-engage in financial planning relationships.
* Gather and analyze data and develop financial planning recommendations.
* Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
* Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
* Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
* Manage the practice's client service model and consistent execution.
* Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Required Qualifications
* Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
Preferred Qualifications
* Four-year college degree from an accredited institution.
* High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
* Show accountability to your results.
* Outstanding verbal, written and listening communication skills.
* Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group
$54k-109k yearly est. Auto-Apply 6d ago
Associate Bank Financial Advisor
W.F. Young 3.5
Finance consultant job in Richmond, VA
About this role:
Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed Securities Industry Essentials (SIE) exam or equivalent
Desired Qualifications:
Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)
Financial services experience
Client services experience
6 + months of client or sales services experience
Experience developing and managing client relationships
Sales or sales support experience
A BS/BA degree or higher
Job Expectations:
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
This position is not eligible for Visa sponsorship.
Position location :
4901 W Broad St
Richmond, VA 23230
Posting End Date:
25 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$53k-82k yearly est. Auto-Apply 2d ago
Financial Analyst
Silgan Dispensing Systems Thomaston Corporation 4.2
Finance consultant job in Richmond, VA
About Us
Silgan Dispensing is a global manufacturer of packaging solutions that help brands enhance lives. Our broad portfolio of trigger sprayers, pumps, fine mist sprayers, and closures are used by iconic brands for personal care, beauty, fragrance, home, garden, and healthcare markets. Headquartered in Richmond, Virginia, the Silgan Dispensing team includes approximately 6,000 employees across North America, South America, Asia, and Europe.
We are proud to have created a diverse workforce that is innovative, sustainably focused, respectful, inclusive, driven to excel and customer-oriented - held together by the belief that we are best when we work as One Team. Our culture of engagement, collaboration and accountability is what enables us to be the dispensing partner brands rely on to grow their business.
Overview
Silgan Dispensing is seeking a highly motivated Financial Analyst to join our North America Finance team. This role will provide critical support to our corporate finance team, partnering closely with the VP of Finance, Finance Director, and other senior leaders. The analyst will play a key role in delivering insights that drive strategic decision-making, operational efficiency, and profitable growth.
Key Responsibilities
Financial Planning & Analysis: Assist in preparing annual budgets, quarterly forecasts, and long-term financial models.
Reporting & Presentations: Develop and deliver monthly financial reports, variance analyses, and assist with executive presentations for senior leadership.
Business Partnering: Collaborate with cross-functional teams (operations, sales, supply chain) to provide financial insights and recommendations.
Data Analysis: Analyze trends in revenue, expenses, and profitability to identify risks and opportunities.
Plant Controllership: Perform Plant Controller close tasks for some of our smaller plants in North America.
Decision Support: Support the VP of Finance and Finance Director with ad hoc analysis, scenario modeling, and investment evaluations.
Process Improvement: Enhance reporting tools, streamline processes, and contribute to continuous improvement initiatives.
Compliance & Controls: Ensure accuracy of financial data and adherence to corporate policies and internal controls.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
0-2 years of experience in financial analysis, FP&A, or corporate finance.
Strong analytical skills and willingness to learn
Nice to have: Medium to Advanced proficiency in Excel, Power BI, and ERP systems experience
LIMITATIONS AND DISCLAIMER
The above is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.
Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.
Silgan is an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, marital status, or the presence of a disability, which would not prevent the performance of essential job duties with, or without reasonable accommodation of any other protective status.
Silgan is a drug-free workplace.
$58k-99k yearly est. Auto-Apply 38d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Richmond, VA
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**Responsibilities**
+ Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies
+ Learns the Cardinal systems to track and validate the calculations of supplier rebates
+ Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly
+ Assist vendors and internal sourcing teams with any disputes/inquiries
+ Assist internal cash team with payment application details for vendor payments
+ Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy
**_Qualifications_**
+ 3-6 years of experience, preferred
+ Bachelor's degree in related field, preferred, or equivalent work experience, preferred
+ Proficient in Microsoft Office Suite (e.g. Excel)
+ Experience with SAP or similar ERP systems
+ Experience with contracts and agreements
+ Strong organizational skills
+ Strong communication skills
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500 - $96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 36d ago
Public Finance Analyst
Davenport 4.3
Finance consultant job in Richmond, VA
Department: Public Finance OVERVIEW AND RESPONSIBILITIES: Davenport is seeking a Public Finance Analyst to join our Richmond, VA office. Our Public Finance department provides financial advisory services to cities, counties, public authorities and not for profit corporations in the mid-Atlantic region who borrow in the tax-exempt bond markets. This Public Finance Analyst position will involve working with senior advisors in the Public Finance department on a broad range of projects including:
* preparation of proposals and offering statements,
* analysis of financing options,
* preparation of client reports and presentations, and
* quantitative analysis and financial research.
There will be a heavy emphasis on quantitative analysis using available programs and templates, evaluating strategic options, comparison of financial and economic data, and design of presentation material.
QUALIFICATIONS:
* Intermediate to advanced skills in Microsoft Word, Excel, PowerPoint
* Excellent writing and communication skills
* Ability to work on multiple projects
* Ability to work with and meet deadlines
* Familiarity with accounting concepts and terminology
* College degree, preferably with accounting, economics or finance coursework
* Obtain Series 50 license within one year of hire date
* Minimum 3.5 GPA
SALARY & BENEFITS:
We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, an on-site Health Center, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
$91k-146k yearly est. 48d ago
Finance Intern
Dover Food Retail
Finance consultant job in Colonial Heights, VA
Dover Food Retail (DFR) is a leading manufacturer of Display Cases, Specialty Products, Refrigeration Systems, Power Systems and Comprehensive Services; and leading our industry by Innovating What's Next in glass doors and intelligent merchandising technologies that keep food safe under brands such as HillPhoenix and Anthony.
DFR is part of the Refrigeration and Food Equipment segment of the Dover Corporation (NYSE: DOV). Dover is a diversified global manufacturer with annual revenues in excess of $7 billion.
DFR is built on creativity and customer-centric innovation delivered by people invigorated by a strong sense of responsibility to help our customers win in their marketplaces. The relationships we build with our customers are as important to our success as the products we manufacture. This collaborative environment delivers FRESH THINKING, reassuring our customers that they choose the best when they choose to work with the people of Dover Food Retail.
Job Title: Intern, Finance
Location: Richmond, VA
What we're looking for:
We are looking for an Finance Intern to support the accounting and finance teams at our manufacturing plants for our Hillphoenix Case and Anthony divisions. Our Finance Internships are project-based internships that will rotate projects within the Finance organization.
What you'll be responsible for in this role:
You will be guided by structural goals and objectives and will have a responsibility to deliver on inspiring projects. Your manager will offer coaching, mentoring, and direction. You will be assigned to a technical project in one of the following disciplines:
Financial Planning & Analysis
Accounting
Pricing and Commercial Reporting
Some potential projects would be business case development, monthly/quarterly reporting, working with internal stakeholders on productivity, product line financials review, customer profitability analysis, and Power BI report development.
What are the basic qualifications?
Enrollment in 4-year Finance or Accounting degree program
Completion of Junior Year of College by May 2026
Candidate must have fundamental proficiency with Microsoft Office 360 (Excel, Word, and PowerPoint)
What are the preferred qualifications?
Minimum 3.0 GPA on a 4.0 scale
Analytical and conceptual thinking, using logic and reason, creative and strategic thinking
Effective research and communication skills
Problem solving - being able to solve complex problems effectively and efficiently
To be a great fit for the role:
Demonstrates sound analytical depth and technical capability in finance and/or accounting methods
Excellent communication skills to be able to build and maintain effective relationships with internal clients and partners
Great organization skills and ability to handle multiple tasks
Strong Business Acumen and Sound Judgment
Manages Collaborative Relationships
Results Driven
How We Define Our Values and Why You Should Join Our Team:
The backbone behind our collection of outstanding businesses is a team of dedicated employees who protect and enhance our valued reputation for quality and delivering what we promise. It's our values that define Dover to all of our key audiences: our shareholders, customers, prospective employees and especially to ourselves.
These values must be expressed in our work and embody our actions, as they form the basis by which we do our jobs, make decisions, and measure our performance. It's our unwavering commitment to maintaining our values that defines who we are as a Company.
Collaborative Entrepreneurial Spirit
Winning Through Customers
Respects and Values People
Expectations for Results
High Ethical Standards, Openness, and Trust
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.
Dover Food Retail is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.
We consider several job-related, non-discriminatory factors when determining the pay rate for a position, including, but not limited to, the position's responsibilities, a candidate's work experience, a candidate's education/training, the position's location, and the key skills needed for the position. Pay is one of the Total Rewards that we provide to compensate and recognize employees for their work.
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.
Dover Food Retail is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.
Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact *********************** for assistance with an accommodation. Kindly specify Job Requisition Number / Job Title and Location in response.
Job Function : None
$28k-42k yearly est. 50d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Richmond, VA
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 38d ago
Financial Advisor - Richmond, VA
Navy Federal Credit Union 4.7
Finance consultant job in Richmond, VA
To provide financialconsulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid)
Location: 5445 Glenside Dr, Richmond, Virginia 23228
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
How much does a finance consultant earn in Richmond, VA?
The average finance consultant in Richmond, VA earns between $51,000 and $106,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Richmond, VA
$74,000
What are the biggest employers of Finance Consultants in Richmond, VA?
The biggest employers of Finance Consultants in Richmond, VA are: