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Financial Advisor - Lexington Park or Waldorf, MD
Navy Federal Credit Union 4.7
Finance internship job in Lexington Park, MD
To provide financial consulting 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, 9:00 - 5:30 Hybrid
Location: 46241 Corporate Way, Lexington Park, Maryland 20653 | 3054 Waldorf Marketplace, Waldorf, Maryland 20603
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
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. 2025
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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.
$55k-75k yearly 3d ago
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Campus - Mortgage Finance Summer Intern
NVR, Inc. 4.7
Finance internship job in Dagsboro, DE
NVR has been helping families build their happily ever after since 1948. As a Top 5 US homebuilder, we're committed to quality and to our customers and we take pride in the over 500,000 new homes we have sold and built across the country. Working in the homebuilding industry is tangible and rewarding, but not every job at NVR requires a hard hat. We don't just sell and build new homes; we also manage teams, acquire land, manufacture materials, provide mortgages to our customers, and provide corporate support to NVR's multi-billion dollar business operations.
Join us for the summer and apply your schoolwork to real-life business situations with a growing industry leader.
The NVR Mortgage Summer Internship program will provide you with hands on experience in all aspects of the mortgage process for our Ryan Homes, NVHomes or Heartland Homes homebuilding customers. You'll receive practical experience in processing, closing, underwriting, customer communication and negotiation while learning about the regulatory process that governs the mortgage industry. You will gain valuable experience, embrace key responsibilities, and be compensated for it. And it's interesting to note that many of our past summer interns are now full-time employees!
Primary Responsibilities
* Work alongside mortgage professionals as they pre-qualify prospective home buyers and negotiate competitive financing options
* Learn how to guide customers from initial application to their settlement date in a highly competitive marketplace
* Gain experience in processing and obtaining mortgage approval and conducting mortgage closings
* Learn about the homebuilding industry that NVR Mortgage supports
* Spend time with sales and production teams to experience the hard work and management skills that come together to deliver a customer's dream home
Qualifications
* Current enrollment in college degree program (scheduled to graduate within 12 months of the internship is preferred)
* Highly driven & self-motivated with leadership experience
* Strong communication skills
* Current Driver's License
* Students from all degree majors are welcome
Life at NVR
At NVR, our industry-leading training and mentoring give you the tools and knowledge you need to succeed. All our employees periodically head out into the field with our regional trainers, learning first-hand how we build our homes, source our materials, work with suppliers, interact with our customers, and more.
As an organization, we are committed to helping you become one of our 80% of managers who are promoted from within. As soon as you join the team, we pair you with mentors who are eager to share their knowledge, provide guidance and help you find success.
We are an Equal Opportunity Employer.
Drug Testing and Credit Check are required.
Applicants must be legally entitled to work in the United States, as NVR does not provide visa sponsorships.
$33k-37k yearly est. 3d ago
Financial Analyst Intern
Virginia Commercial Space
Finance internship job in Wattsville, VA
Job Description
Virginia Spaceport Authority Internship Program
gives students the chance to apply their education to real-world challenges through meaningful, hands-on projects. Top candidates are well-rounded students from a variety of backgrounds who demonstrate inquisitiveness, team-orientation, excellence, and resilience. At the time you apply for this announcement, you must be a degree seeking student who is enrolled or accepted for enrollment in an accredited educational institution on at least a half-time basis.
SUMMARY
General Description: The Financial Analyst Intern will support the finance and accounting teams in analyzing financial data, preparing reports, and contributing to key business decisions. This role provides a hands-on learning opportunity for a motivated individual to gain practical experience in financial analysis, budgeting, forecasting, and process improvement initiatives. The intern will assist with tasks such as reconciling financial discrepancies, preparing variance analyses, and creating dashboards to track financial performance metrics. Additionally, the Financial Analyst Intern will collaborate with cross-functional teams, participate in financial planning meetings, and help drive insights that enhance operational efficiency and financial health.
This position is ideal for a detail-oriented and analytical individual with a strong interest in financial management and business strategy. The intern will develop critical thinking skills and gain exposure to the tools, systems, and processes utilized by finance professionals in a dynamic business environment.
Responsibilities and Duties:
Financial Data Analysis:
Assist in analyzing financial reports, and key performance indicators (KPIs).
Identify trends and provide insights to support decision-making.
Budgeting and Forecasting:
Support the preparation of financial forecasts.
Analyze the variances between actual results and projections and prepare variance reports.
Data Collection and Reconciliation:
Gather, organize, and validate financial data from multiple sources.
Reconcile discrepancies in data to ensure accuracy.
Reporting and Presentations:
Prepare financial reports, dashboards, and presentations for internal stakeholders.
Summarize data findings and present actionable insights.
Process Improvement:
Assist in identifying inefficiencies in financial processes and recommend improvements.
Support the automation of manual reporting tasks.
Ad-Hoc Analysis:
Respond to ad-hoc requests for financial analysis or reports from managers or other departments.
Assist in evaluating the financial impact of potential business decisions.
System and Tool Support:
Learn and utilize financial systems (e.g., ERP software like NetSuite, Excel, Power BI).
Provide support in maintaining financial tools and models.
Collaboration:
Work closely with finance, accounting, and operations teams to support cross-functional projects.
Participate in team meetings to contribute ideas and updates.
Research:
Conduct market or industry research to support financial models and business cases.
Assist in benchmarking studies to compare company performance against competitors.
Compliance and Documentation:
Ensure financial records and reports adhere to company policies and regulatory standards.
Document processes and findings to maintain transparency and accuracy.
EMPLOYMENT STANDARDS
General Education
College: Current enrollment in an associate or bachelor's degree program from an accredited college or university
Major: Accounting/Finance/or Business Administration
Job-Related Experience: N/A
Certifications: N/A
Licenses, etc.: Valid driver's license is necessary when operating a vehicle while on agency business.
CONDITIONS OF EMPLOYMENT
Knowledge: Basic concepts of financial reporting, budgeting, accounting principles.
Skills: High knowledge of MS Office suite of products including VB coding in Excel.
Abilities: Critical thinking; Analytical skills
Physical Demands: Work is light requiring lifting of computer equipment and involves typical office behaviors. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stoop, kneel, crouch, or crawl.
The employee must regularly lift and move up to 10 pounds.
Specific vision abilities this job requires include close vision and the ability to adjust focus.
Work Environment: Work is performed in a typical office setting.
Must be able to obtain and maintain eligibility for issuance of a NASA credential.
Must be able to pass a pre-employment background check and drug test.
$34k-57k yearly est. 5d ago
Private Client Financial Advisor - Seaford/Smyrna, DE
Citizens 2.9
Finance internship job in Milford, DE
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
+ Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
+ Enhance and preserve relationships with key partners to boost client introductions and engagement.
+ Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
+ Grow existing relationships through partnership referrals.
+ Tailor wealth management planning to meet client needs.
+ Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
+ Series 7, 63, 65 (or 66) active and valid.
+ A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
+ Demonstrated track record in new business development and client book management.
+ Proven experience in a team-oriented consumer bank setting.
+ Familiarity with servicing high-net-worth individuals.
+ Comfortable operating in a dynamic, entrepreneurial environment.
+ Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
+ Hours per Week: 40
+ Work Schedule: M-F
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
01/30/2026
$64k-103k yearly est. 60d+ ago
Financial Advisor
First Command Financial Services, Inc. 4.7
Finance internship job in Lexington Park, MD
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
* 9 out of 10 of our Financial Advisors are veterans or military spouses.
* With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
* They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
* They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
* They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
* They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
* They coach military families on how to build a comprehensive financial plan that includes:
* Savings/banking
* Investments/wealth management
* Insurance/risk management
What we offer:
* We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
* We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
* You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
* Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
* As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
* At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
* There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
* We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
* Set your own schedule to manage work-life balance.
* Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
* Military experience or affiliation
* Bachelor's degree
* Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
$61k-101k yearly est. 12d ago
FINANCIAL SPECIALIST-DIRECT HIRE AUTHORITY
Department of The Air Force
Finance internship job in Lexington Park, MD
Summary Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information. The primary purpose of this position is to deliver and support War-Winning Capabilities in AFMC by providing financial management services to all personnel, programs, support missions, associates, and external customers for AFMC. Services include financial management advisory service, financial services, budget operations, cost analysis, and resource management systems. Summary Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information. The primary purpose of this position is to deliver and support War-Winning Capabilities in AFMC by providing financial management services to all personnel, programs, support missions, associates, and external customers for AFMC. Services include financial management advisory service, financial services, budget operations, cost analysis, and resource management systems. Overview Help Accepting applications Open & closing dates 12/11/2025 to 04/10/2026 Salary $75,706 to - $117,034 per year Salary listed is base salary and does not include any locality adjustments. Pay scale & grade NH 3 Locations FEW vacancies in the following locations: Gunter AFB, AL Maxwell AFB, AL Eglin AFB, FL Robins AFB, GA Show morefewer locations (6) Hanscom AFB, MA Patuxent River, MD Wright-Patterson AFB, OH Tinker AFB, OK Hill AFB, UT Arlington, VA Remote job No Telework eligible No Travel Required Occasional travel - You may be expected to travel for this position. Relocation expenses reimbursed No Appointment type Permanent Work schedule Full-time Service Competitive Promotion potential None Job family (Series) * 0501 Financial Administration And Program Supervisory status No Security clearance Other Drug test No Financial disclosure No Bargaining unit status Yes Announcement number AFMC-050103-12849398-MAA Control number 852243300 This job is open to Help The public U.S. Citizens, Nationals or those who owe allegiance to the U.S. Clarification from the agency This job announcement will be used to gather applications that may or may not result in a referral or selection. Duties Help * Performs budget formulation work involving preparation of detailed analysis and estimates of funding needs for one or more future budget years. * Prepares and/or assembles information in support of formal presentations of budgets and requests and reviews before OMB and/or Congressional committees. * Provides financial advice on complex financial issues; assessments of implementing decision and develops programs. * Provides financial management technical assistance and support to the staff in an integrated planning, programming, budgeting, execution and closeout program for financial resources. * Evaluates and advises on pending and current Congressional, OMB, DOD, USAF and Comptroller General decision and recommends courses of action. * Conducts financial and cost reviews to determine resource requirements based on actual and forecast workload. * Conducts special studies requested by leadership to provide guidance, direction or action on established policies, procedures, regulations, or directives. Requirements Help Conditions of employment * U.S. Citizenship is required * Direct Deposit: All federal employees are required to have direct deposit * Male must be registered for Selective Service, see *********** * The position is subject to provisions of the DoD Priority Placement Program * Disclosure of Political Appointments * Relocation costs or other incentives may be available and considered by the organization * This position may require travel * This position may require drug testing, and the candidate may be subject to passing a drug test upon selection * Selectee is expected to be granted with and/or maintain the appropriate security clearance required for the position * Selectee may be required to serve a probationary or trial period * Work may require travel away from the normal duty station on military and commercial aircraft * The incumbent may be required to work overtime or an irregular work shift, on an unscheduled or emergency basis * This position meets the administrative exemption criteria for the Fair Labor Standards Act (5 CFR 551.206) * The incumbent shall comply with the certification requirements of the position * This is a Financial Management Level 2 Certified position IAW the National Defense Authorization Act (NDAA) 2012, Public Law 112-81, Subtitle F-Financial Management, Section 1599d. Incumbent shall comply with the requirements * This is an acquisition coded position. Selectee must complete required certification level 2 in Financial Management within 24 months of assignment Qualifications Experience requirements are described in the Office of Personnel Management (OPM) Qualification Standards for General Schedule Positions, Administrative and Management Positions SPECIALIZED EXPERIENCE: Applicants must have at least 1 year (52 weeks) of specialized experience at the next lower broadband NH-02, equivalent to the next lower grade GS-11 or equivalent in other pay systems. Specialized experience is experience in budget formulation and execution, including proficiency in applying OMB, Congressional, and agency regulations to develop, analyze, and justify budget requests. Proven ability to analyze complex financial data, project budgetary impacts, and communicate effectively with stakeholders, utilizing computerized budget systems to develop innovative solutions and resolve funding challenges. NOTE: Due to the use of 120-day rosters, this period of experience may be completed within 120 days of the closing date of this announcement. KNOWLEDGE, SKILLS AND ABILITIES (KSAs): Your qualifications will be evaluated on the basis of your level of knowledge, skills, abilities and/or competencies in the following areas: *
Knowledge of structure, programs and work methods of organization (s) for budgeting work. * Knowledge of the commonly used agency budget procedures, regulations, precedents, policies, and guides. * Comprehensive knowledge of OMB, Congressional, and agency financial management and program objectives, budget precedents and controls guidelines, and regulations. * Knowledge of Congressional, agency, and OMB budget processes, procedures, and requirements to include briefing formats and requirements. * Knowledge of budgeting regulations and procedures for providing procedural guidance on budget administration. * Knowledge of computerized budget system(s). * Skill in projecting and analyzing the potential effects of budgetary actions on national economic, social, and/or political objectives. * Skill in the analysis and resolution of complex problems. * Ability to communicate clearly and effectively, both orally and in writing. * Ability to select and apply a variety of analytical methods and techniques to budgetary processes and special studies. * Ability to develop new methods and techniques of budgeting applicable to the forecasting of long-range funding needs * Ability to gather, assemble, and analyze data to prepare financial cost estimates, develop alternatives and finding requirements, and make recommendations to resolve financial/funding problems. PART-TIME OR UNPAID EXPERIENCE: Credit will be given for appropriate unpaid and or part-time work. You must clearly identify the duties and responsibilities in each position held and the total number of hours per week. VOLUNTEER WORK EXPERIENCE: Refers to paid and unpaid experience, including volunteer work done through National Service Programs (i.e., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student and social). Volunteer work helps build critical competencies, knowledge and skills that can provide valuable training and experience that translates directly to paid employment.You will receive credit for all qualifying experience, including volunteer experience. Education ARE YOU USING YOUR EDUCATION TO QUALIFY? If position has a positive degree requirement or education forms the basis for qualifications, you MUST submit transcriptswith the application. Official transcripts are not required at the time of application; however, if position has a positive degree requirement, qualifying based on education alone or in combination with experience; transcripts must be verified prior to appointment. An accrediting institution recognized by the U.S. Department of Education must accredit education. Click here to check accreditation. FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Additional information This is an acquisition demonstration project position NH-03 equivalent to a GS-12 to GS-13. Interagency Career Transition Assistance Program (ICTAP): For information on
$75.7k-117k yearly 21d ago
Financial Advisor
Edward Jones 4.5
Finance internship job in Lusby, MD
This job posting is anticipated to remain open for 30 days, from 07-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
* Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
* Salary for the first five years as you begin to build your practice²
* A firm-provided branch office in the community
* Branch office support to help lighten the load so you can focus on your clients
* A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect…
* No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
* A compensation package that includes opportunities for commissions, profit sharing and incentive travel
* The flexibility that you need to balance your personal and professional lives - the best of both worlds
* A culture of continuous improvement and professional development
Key Responsibilities
* Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
* Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
* Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
* Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
* Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
* An interest in financial services/markets and how they work
* Love of learning and challenges, including determination to succeed
* Skilled in long-term relationship building
* Comfortable in your ability to think critically
* Passion for new opportunities
Can you see yourself…
* Learning to be a financial advisor through our comprehensive training program?
* Delivering personalized investment and financial solutions to your clients?
* Taking ownership of your business's growth and success?
* Meeting professional and personal objectives as they relate to building your practice?
* Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
* A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
* Financial services and/or sales experience
* Financial services registration, licensing, or certification
* Professional and/or military career progression
Licensing:
* SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
* FINRA registrations required within three months. State insurance licenses will be required.
* As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
$45k-100k yearly 10d ago
Financial Solutions Advisor - Eastern Shore/ Salisbury area Market
Bank of America 4.7
Finance internship job in Salisbury, MD
Easton, Maryland;Salisbury, Maryland; Salisbury, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
+ Recommends banking and investments strategies that align with client financial goals and needs
+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
+ Mitigates and controls risk as part of daily activities
+ Identifies and engages potential new clients through referrals or financial center clientele
+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Required Qualifications:**
+ Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
+ Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
+ Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Sets and accomplishes goals, achieving whatever one sets their mind to
+ Builds and nurtures strong relationships
+ Collaborates effectively with others to get things done
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
+ Likes to learn, adapts to new information and seeks the right solutions for clients
+ Efficiently manages time and capacity
+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
**Desired Qualifications:**
+ Strong computer skills with an ability to multitask in a demanding environment
+ Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
+ Obtained insurance licenses
**Skills:**
+ Account Management
+ Advisory
+ Client Experience Branding
+ Customer and Client Focus
+ Oral Communications
+ Active Listening
+ Attention to Detail
+ Client Solutions Advisory
+ Issue Management
+ Pipeline Management
+ Causation Analysis
+ Client Management
+ Policies, Procedures, and Guidelines
+ Risk Management
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$49k-80k yearly est. 1d ago
FMS Financial Analyst
Tekla Research 4.0
Finance internship job in Lexington Park, MD
Must be a U.S. Citizen Clearance Required: Secret Education: BA/BS degree
Experience: Journeyman - 3 to 10 years of experience performing duties described in the functional description.
At least three (3) years' financial management experience, two (2) of which must be within FMS is required.
Functional Description:
Conduct quantitative analyses of information affecting investment programs of public or private institutions. Provides FMS financial management support from implementation to case closure.
Desired Experience:
Financial management experience should include financial analysis of business programs, development of cost estimates, program status reports, and knowledge of DoD Federal Management Regulations (FMR), and Federal Acquisition Regulation (FAR) is desired.
Knowledge and demonstrated understanding of Department of Defense (DoD) policies and Navy regulations as set forth in the SAMM, DoD 5105.38-M is desired.
Demonstrated ability to work with large and diverse teams is desired.
Benefits:
Medical, Dental, & Vision Plan, short- and long-term disability, accidental death & dismemberment, 401K retirement & matching, Tuition assistance program, direct deposit, leave package and 11 paid federal holidays.
Salary:
The projected salary range for this position is $120,000-$130,000; however, this is not a guarantee of salary. Salary will be set based on experience and contractual requirements.
$120k-130k yearly 5d ago
Private Client Financial Advisor - Seaford/Smyrna, DE
Citizens Financial Group, Inc. 4.3
Finance internship job in Seaford, DE
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
* Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
* Enhance and preserve relationships with key partners to boost client introductions and engagement.
* Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
* Grow existing relationships through partnership referrals.
* Tailor wealth management planning to meet client needs.
* Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
* Series 7, 63, 65 (or 66) active and valid.
* A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
* A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
* Demonstrated track record in new business development and client book management.
* Proven experience in a team-oriented consumer bank setting.
* Familiarity with servicing high-net-worth individuals.
* Comfortable operating in a dynamic, entrepreneurial environment.
* Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
* Hours per Week: 40
* Work Schedule: M-F
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friendly Employer
The Banker's
US Bank of the Year
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
$47k-75k yearly est. Auto-Apply 39d ago
Agri-Business (Operations) Intern
Mountaire Farms 4.3
Finance internship job in Millsboro, DE
Primary Purpose As an Agribusiness Operations Intern at Mountaire Farms, you will gain hands-on experience supporting operational excellence initiatives across multiple grain facility locations. This internship offers exposure to real-world grain handling and facility operations, where you will observe and analyze processes, collaborate with teams, and contribute to continuous improvement efforts. Through this experience, you'll develop practical skills in operations analysis, process optimization, and cross-functional communication within a dynamic agribusiness environment.
Project Highlights
* Support Operational Excellence initiatives across multiple grain facility locations.
* Conduct site visits to observe, document, and analyze current operational practices.
* Collaborate with facility managers and operations teams to identify areas for process improvement.
* Assist in developing and implementing standardized procedures to enhance efficiency and safety.
* Collect and interpret data related to facility performance, throughput, and resource utilization.
* Present findings and recommendations to leadership, contributing to long-term operational strategies.
* Gain hands-on experience in grain handling, storage, and logistics within a high-impact agricultural environment.
Qualifications
* Must be currently enrolled and pursuing an associate or bachelor's degree at an accredited college or university.
* Naturally observant and inquisitive, with a strong ability to comprehend operational processes.
* Analytical mindset with a practical understanding of mechanical systems and equipment.
* Comfortable engaging with a diverse range of individuals, including facility employees, farmers, and truck drivers.
* Strong interpersonal skills and ability to build rapport in a fast-paced, hands-on environment.
* Self-motivated and curious, with a willingness to ask questions and seek out improvements.
Internship Program Requirements
* Complete assigned project identified by department mentor.
* Attend weekly seminar series across different Mountaire facilities.
* Other duties as assigned.
* All interns must be available to travel to Delaware during the last week of the program for final presentations (August 3 to 7, 2026).
* All interns are required to complete a 10-minute presentation on their project at the conclusion of summer. Presentations will take place in Millsboro, DE at the Administrative Building during the week of August 3rd-7th.
* Anticipated weekly schedule for this internship is: 8am - 5pm.
* Housing available upon request.
#LI-AP1
$32k-38k yearly est. Auto-Apply 60d+ ago
Financial Analyst
Perdue Farms, Inc. 4.6
Finance internship job in Salisbury, MD
Perdue AgriBusiness is an international agricultural products and services company that handles agricultural commodities and a diverse portfolio of products and businesses. It is part of Perdue Farms, a fourth-generation, family-owned food and agricultural business deeply rooted in tradition yet with a forward-thinking mindset. We believe that success starts with our people, and our culture is built on a foundation of teamwork, integrity, and respect, where every voice matters and everyone is encouraged to contribute to our shared goals. We are dedicated to creating a supportive, inclusive environment where associates feel valued and inspired to make an impact, both within the company and in the communities we serve. From promoting growth and development to prioritizing work-life balance, we're committed to helping our team members thrive. **That's Perdue.**
**Summary**
We are recruiting for a Financial Analyst. The Financial Analyst will support Perdue AgriBusiness' commercial and operations management teams as well as corporate finance by producing timely and accurate reports and analytics. These supportive activities can include providing detailed financial reports and reconciliations, forecasting and budgeting, conducting analytics from disparate sources, and performing ad hoc research as needed to support the business.
This role is onsite in Salisbury, MD. Relocation is available for qualified candidates.
The salary range for this position is $63,000 - $95,000 per year, based on experience and qualifications with annual bonus available (variable depending on performance).
In addition to the base salary, Perdue offers a competitive benefits package, including medical/Rx, 401(k) with employer match after 1 year, critical illness, accident insurance, dental, vision, life insurance, optional group life insurance, short-term and long-term disability protection, flexible spending accounts and paid time off.
**Principal and Essential Duties & Responsibilities**
+ Prepare supporting materials for reporting packages that present monthly/quarter/annual performance. Learn income and balance sheet details/drivers and how to explain key variances.
+ Provide timely and accurate support to the FP&A team for forecast, budget and 5 Year Planning activities. Learn the process for building budgets and how to reconcile to actuals.
+ Support the tracking of financial performance for key strategic initiatives and projects, utilizing existing tools and learning to develop new tools.
+ Complete ad hoc report generation and special projects as requested.
+ Develop skills and attributes necessary for future career development.
+ Ad Hoc reporting and analysis as requested.
**Minimum Education and Requirements Required**
**Required:**
Bachelor's degree with 2-4 years of experience in a finance role:
+ Working knowledge of financial and accounting principles.
+ Display strong analytical aptitude, desire to deal with ambiguity, synthesize complex data and draw business insights.
+ Ability to identify patterns from disparate sources and deliver comprehensive analyses.
+ Strong communication and organizational skills, with the ability to work on multiple projects.
+ A detail-oriented approach- must pay close attention to details and error check own work.
+ Ability to work independently. Trustworthy with confidential information. Reliability (attendance and timeliness) important to ensure execution of deliverables.
+ Strong Microsoft Office skills as well as the ability to learn software applications (i.e. SAP, Power BI and Hyperion Essbase).
**Preferred:**
+ Customer service mindset and ability to work with internal clients at all levels of the company.
+ Ability to cope with pressure and changing priorities with a focus on delivering results.
**Environmental Factors and Physical Requirements**
1. Position is mostly sedentary but may require occasional moving to other offices or buildings.
2. May need to move light equipment or supplies from one place to another.
3. May need to access files, supplies and equipment.
4. Work activity is in an office, open-partitioned, cubicle environment.
5. Occasional travel may be required
\#LI-JB1
_Perdue Farms Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status._
$63k-95k yearly 60d+ ago
Financial Advisor - PNC Wealth Management
PNC 4.1
Finance internship job in Ocean City, MD
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Ocean City, MD location.
Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.Pay TransparencyBase Salary: $75,000.00 - $75,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 01/08/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$75k-75k yearly Auto-Apply 10d ago
Financial Advisor
Burke & Herbert Bank & Trust 4.4
Finance internship job in Easton, MD
The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability to execute investment transactions.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Cultivate and grow financial planning relationships for Burke & Herbert Bank customers.
Develop relationships with new clients to help add to the Bank's growth.
Meet with current and potential clients to understand their financial goals and risk tolerance in order to develop a comprehensive and tailored financial plan.
Promptly and accurately execute investment decisions, ensuring compliance with relevant regulations.
Establish and maintain partnerships with retail branch team members at branches within assigned area.
Other Duties
Complies with all policies and procedures as applied to the Bank's BSA/AML policy
Perform other duties as assigned
Skills/Abilities
Ability to manage time effectively.
Strong written and verbal communication skills
High level of commitment to integrity and ethics
Supervisory Responsibility
This position does not have supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Requires the ability to do periodic local travel to branch offices in assigned area.
Education and Experience
College degree required; professional designation or advanced degree preferred.
At least 2 years of financial sales experience required.
FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.
Computer literacy required, including Excel spreadsheet and word processing applications.
This position is classified as exempt, and as such it is paid on a salaried basis. The pay range for this position is $50,000 to $50,000 annually. This position is eligible for commission. This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$50k-50k yearly 21d ago
SkillBridge Business Development Intern
ABSI Aerospace & Defense
Finance internship job in California, MD
Program Type: DoD SkillBridge Internship Duration: Up to 180 days (full-time)
ABSI Aerospace & Defense is an innovative small business headquartered in the St Mary's County Innovation District located in Southern Maryland, a short distance from Naval Air Systems Command. At its core, ABSI is a technical solutions company committed to rapidly delivering emerging technologies that create asymmetric advantages for our customers. This is only made possible by employing and retaining world-class subject matter experts and personnel equally committed to our mission.
The SkillBridge Business Development Intern will participate in a structured training program designed to introduce transitioning service members to the fundamentals of federal business development and proposal operations.
This internship is training-focused and observational in nature. Interns will learn about contracting lifecycles, internal business development processes, and proposal development best practices through coursework, mentoring, and supervised project work. Interns will not represent the company, communicate with government customers, or engage in activities that create a conflict of interest while on active duty.
What You'll Learn
Through guided training and hands-on learning activities, interns will gain exposure to:
The federal acquisition and contracting lifecycle
Internal opportunity identification and tracking processes
Capture planning concepts and competitive analysis techniques
Proposal development roles, workflows, and compliance fundamentals
Proposal writing standards and internal review processes
Collaboration between business development, technical, pricing, and leadership teams
Ethical considerations and compliance requirements for SkillBridge participants
Learning is delivered through:
Instructor-led and self-paced training
Shadowing internal business development and proposal activities
Practice exercises and supervised internal projects
Key Learning Activities & Responsibilities
Under close supervision and mentorship, the intern may:
Observe and assist with internal opportunity tracking and pipeline reporting
Support internal capture planning activities through research and analysis
Assist with drafting internal proposal content and templates for training purposes
Conduct market, customer, and competitor research using publicly available sources
Support internal proposal compliance checks and review preparation
Maintain internal documentation, trackers, and training artifacts
Participate in internal meetings as a learner and observer
All activities are designed for training and skill development only and do not involve external representation or decision-making authority.
Program Outcomes
By the end of the SkillBridge internship, participants will gain:
Shipley Associates Foundation for Proposal Development (APMP) Certification
A working understanding of the federal acquisition and government contracting lifecycle
Foundational knowledge of how organizations internally support federal business development and proposal efforts
Exposure to capture planning concepts, competitive analysis, and proposal development best practices
Experience supporting internal research, documentation, and proposal preparation activities in a training environment
Familiarity with common business development tools, workflows, and collaboration processes
An understanding of ethical considerations and compliance requirements applicable to SkillBridge participants
Increased readiness for entry-level roles in business development, proposal coordination, or capture support following military separation
Ideal Candidate Profile
This opportunity is ideal for transitioning service members who:
Are eligible for and approved to participate in the DoW SkillBridge Program
Have an interest in federal contracting, proposal development, or capture management
Demonstrate strong written communication and analytical skills
Are detail-oriented and comfortable learning structured processes
Can work effectively in a remote or hybrid training environment
Are motivated to learn and accept feedback
No prior government contracting experience is required.
SkillBridge Compliance Statement
This position is conducted in accordance with the DoW SkillBridge Program. The role is non-paid, training-focused, and does not involve representing the company to government customers or performing duties that would create a conflict of interest while the participant remains on active duty.
$26k-35k yearly est. 32d ago
Financial Analyst Intern
Virginia Commercial Space
Finance internship job in Wattsville, VA
Virginia Spaceport Authority Internship Program
gives students the chance to apply their education to real-world challenges through meaningful, hands-on projects. Top candidates are well-rounded students from a variety of backgrounds who demonstrate inquisitiveness, team-orientation, excellence, and resilience. At the time you apply for this announcement, you must be a degree seeking student who is enrolled or accepted for enrollment in an accredited educational institution on at least a half-time basis.
SUMMARY
General Description: The Financial Analyst Intern will support the finance and accounting teams in analyzing financial data, preparing reports, and contributing to key business decisions. This role provides a hands-on learning opportunity for a motivated individual to gain practical experience in financial analysis, budgeting, forecasting, and process improvement initiatives. The intern will assist with tasks such as reconciling financial discrepancies, preparing variance analyses, and creating dashboards to track financial performance metrics. Additionally, the Financial Analyst Intern will collaborate with cross-functional teams, participate in financial planning meetings, and help drive insights that enhance operational efficiency and financial health.
This position is ideal for a detail-oriented and analytical individual with a strong interest in financial management and business strategy. The intern will develop critical thinking skills and gain exposure to the tools, systems, and processes utilized by finance professionals in a dynamic business environment.
Responsibilities and Duties:
Financial Data Analysis:
Assist in analyzing financial reports, and key performance indicators (KPIs).
Identify trends and provide insights to support decision-making.
Budgeting and Forecasting:
Support the preparation of financial forecasts.
Analyze the variances between actual results and projections and prepare variance reports.
Data Collection and Reconciliation:
Gather, organize, and validate financial data from multiple sources.
Reconcile discrepancies in data to ensure accuracy.
Reporting and Presentations:
Prepare financial reports, dashboards, and presentations for internal stakeholders.
Summarize data findings and present actionable insights.
Process Improvement:
Assist in identifying inefficiencies in financial processes and recommend improvements.
Support the automation of manual reporting tasks.
Ad-Hoc Analysis:
Respond to ad-hoc requests for financial analysis or reports from managers or other departments.
Assist in evaluating the financial impact of potential business decisions.
System and Tool Support:
Learn and utilize financial systems (e.g., ERP software like NetSuite, Excel, Power BI).
Provide support in maintaining financial tools and models.
Collaboration:
Work closely with finance, accounting, and operations teams to support cross-functional projects.
Participate in team meetings to contribute ideas and updates.
Research:
Conduct market or industry research to support financial models and business cases.
Assist in benchmarking studies to compare company performance against competitors.
Compliance and Documentation:
Ensure financial records and reports adhere to company policies and regulatory standards.
Document processes and findings to maintain transparency and accuracy.
EMPLOYMENT STANDARDS
General Education
College: Current enrollment in an associate or bachelor's degree program from an accredited college or university
Major: Accounting/Finance/or Business Administration
Job-Related Experience: N/A
Certifications: N/A
Licenses, etc.: Valid driver's license is necessary when operating a vehicle while on agency business.
CONDITIONS OF EMPLOYMENT
Knowledge: Basic concepts of financial reporting, budgeting, accounting principles.
Skills: High knowledge of MS Office suite of products including VB coding in Excel.
Abilities: Critical thinking; Analytical skills
Physical Demands: Work is light requiring lifting of computer equipment and involves typical office behaviors. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stoop, kneel, crouch, or crawl.
The employee must regularly lift and move up to 10 pounds.
Specific vision abilities this job requires include close vision and the ability to adjust focus.
Work Environment: Work is performed in a typical office setting.
Must be able to obtain and maintain eligibility for issuance of a NASA credential.
Must be able to pass a pre-employment background check and drug test.
$34k-57k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Edward Jones 4.5
Finance internship job in Lusby, MD
This job posting is anticipated to remain open for 30 days, from 07-Jan-2026. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
+ Salary for the first five years as you begin to build your practice²
+ A firm-provided branch office in the community
+ Branch office support to help lighten the load so you can focus on your clients
+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
**You can also expect...**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Compensation:**
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation (*********************************************************************************
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
**Skills/Requirements**
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
**What characteristics would make you a successful financial advisor?**
+ An interest in financial services/markets and how they work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can you see yourself...**
+ Learning to be a financial advisor through our comprehensive training program?
+ Delivering personalized investment and financial solutions to your clients?
+ Taking ownership of your business's growth and success?
+ Meeting professional and personal objectives as they relate to building your practice?
+ Working in and positively impacting your local community?
**Skills/Requirements**
**Candidates should have at least one of the four qualifications bullets listed below:**
+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
+ FINRA registrations required within three months. State insurance licenses will be required.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
\#LI-USFATA
$45k-100k yearly 32d ago
Financial Solutions Advisor - Eastern Shore/ Salisbury area Market
Bank of America 4.7
Finance internship job in Easton, MD
Easton, Maryland;Salisbury, Maryland; Salisbury, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
+ Recommends banking and investments strategies that align with client financial goals and needs
+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
+ Mitigates and controls risk as part of daily activities
+ Identifies and engages potential new clients through referrals or financial center clientele
+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Required Qualifications:**
+ Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
+ Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
+ Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Sets and accomplishes goals, achieving whatever one sets their mind to
+ Builds and nurtures strong relationships
+ Collaborates effectively with others to get things done
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
+ Likes to learn, adapts to new information and seeks the right solutions for clients
+ Efficiently manages time and capacity
+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
**Desired Qualifications:**
+ Strong computer skills with an ability to multitask in a demanding environment
+ Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
+ Obtained insurance licenses
**Skills:**
+ Account Management
+ Advisory
+ Client Experience Branding
+ Customer and Client Focus
+ Oral Communications
+ Active Listening
+ Attention to Detail
+ Client Solutions Advisory
+ Issue Management
+ Pipeline Management
+ Causation Analysis
+ Client Management
+ Policies, Procedures, and Guidelines
+ Risk Management
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$48k-80k yearly est. 1d ago
Financial Advisor - Lexington Park or Waldorf, MD
Navy Federal 4.7
Finance internship job in Lexington Park, MD
To provide financial consulting 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, 9:00 - 5:30 Hybrid
Location: 46241 Corporate Way, Lexington Park, Maryland 20653 | 3054 Waldorf Marketplace, Waldorf, Maryland 20603
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive
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
$55k-75k yearly Auto-Apply 18d ago
Financial Advisor
Burke & Herbert Bank & Trust 4.4
Finance internship job in Easton, MD
The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability to execute investment transactions.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Cultivate and grow financial planning relationships for Burke & Herbert Bank customers.
Develop relationships with new clients to help add to the Bank's growth.
Meet with current and potential clients to understand their financial goals and risk tolerance in order to develop a comprehensive and tailored financial plan.
Promptly and accurately execute investment decisions, ensuring compliance with relevant regulations.
Establish and maintain partnerships with retail branch team members at branches within assigned area.
Other Duties
Complies with all policies and procedures as applied to the Bank's BSA/AML policy
Perform other duties as assigned
Skills/Abilities
Ability to manage time effectively.
Strong written and verbal communication skills
High level of commitment to integrity and ethics
Supervisory Responsibility
This position does not have supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Requires the ability to do periodic local travel to branch offices in assigned area.
Education and Experience
College degree required; professional designation or advanced degree preferred.
At least 2 years of financial sales experience required.
FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.
Computer literacy required, including Excel spreadsheet and word processing applications.
This position is classified as exempt, and as such it is paid on a salaried basis. The pay range for this position is $50,000 to $50,000 annually. This position is eligible for commission. This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
How much does a finance internship earn in Salisbury, MD?
The average finance internship in Salisbury, MD earns between $23,000 and $53,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.
Average finance internship salary in Salisbury, MD