Finance planner jobs in Frederick, MD - 526 jobs

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Senior Analyst - Commercial Real Estate Investments Schedule: Hybrid Annual Compensation range: $100,000-$130,000 Industry leading benefits program TalentSource360 is seeking a Senior Analyst to join one of our real estate investment clients in the Washington DC area. This role will play a critical part in evaluating new investment opportunities through rigorous buy-side due diligence, credit analysis, and financial modeling. The Senior Analyst will prepare investment analyses and recommendations that directly support decision-making by the Investment Committee. This position is ideal for a detail-oriented professional with strong analytical skills and hands-on experience in real estate underwriting or investments. Responsibilities: Conduct comprehensive buy-side due diligence for prospective real estate acquisitions across targeted asset classes Perform credit analysis, including evaluation of borrower, sponsor, and property-level risk Build and maintain detailed financial models (e.g., cash flow projections, IRR, NPV, sensitivity analyses) to evaluate investment performance Analyze market data, comparable transactions, rent comps, operating expenses, and capital structures Prepare investment memoranda and presentations for review by senior leadership and the Investment Committee Coordinate with internal teams and external partners (brokers, lenders, legal counsel, third-party consultants) during the diligence process Review third-party reports (appraisals, engineering, environmental, market studies) and incorporate findings into investment recommendations Support portfolio monitoring and post-acquisition analysis as needed Qualifications 2 - 4 years of experience in a real estate investment, acquisitions, underwriting, or credit analysis environment (Commercial Real Estate- CRE preferred) Bachelor's degree in real estate, finance, accounting, or a related field Strong proficiency in financial modeling and Excel; experience with ARGUS is a plus Solid understanding of real estate fundamentals, capital structures, and investment metrics Excellent written and verbal communication skills, with the ability to clearly present complex analyses Strong attention to detail, organization, and ability to manage multiple projects under deadlines

Job Title: Client Advisor Reports to: Store Director Division: Retail, Multi-brand The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives. Creating an outstanding client experience is a critical aspect of this job. It is accomplished by creating a positive, inviting and elevated environment for the discerning client. This includes enthusiastic, presentable and knowledgeable Client Advisors that understand the customer base, attractive and inviting displays, as well as clean and well-lit stores with the best selection of watches and jewelry for the local market. An outstanding client experience also includes fully satisfying the client as it relates to servicing a new or existing watch. It is crucial that Client Advisor focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. This includes strategically following-up, embracing and utilizing the CRM system and tools and handling escalated issues with outstanding diplomatic skills. ESSENTIAL JOB RESPONSIBILITIES Ensure an outstanding client experience Work to create a positive, inviting and elevated environment for the discerning client. Be enthusiastic and demonstrate a passion for watches and jewelry. Create a relationship with the client: Greet the client when they enter the store. Listen to the needs of the client and ask discovery questions. Demonstrate outstanding product knowledge to educate the client and address their needs. Understand available inventory within store and if needed, at other Tourneau Bucherer locations. Create excitement with the client about the product. Ultimately gain the client's trust. Explain the value of being a Tourneau Bucherer client and leverage available tools, such as CRM, the Watch Protection Plan, Trade-ins and Bucherer 1888 Financing to support making the sale. Partner with other Client Advisors as appropriate to make a sale. Obtain client information utilizing the CRM system to build an on-going relationship. In the event that the client contact results in a sale, efficiently close and process the sale: Process payment accurately and in alignment with policy and partnering with the Operations Department to process the payment, as applicable. Complete warranty information. Work with Service Department on sizing, cleaning and setting the watch. If required, gift-wrap and prepare for shipment. Follow-up with client on purchase. Handle client issues with outstanding diplomatic skill, creating a positive experience for the client. Attend training sessions to increase product knowledge. Partner with the Service Department, as applicable to ensure a positive client experience this includes: Escorting customers to the Service Department. Taking in repair orders if needed. Assisting with customers picking up repairs. Meeting or exceeding sales objectives At a minimum, must meet sales objectives for any given month, quarter and year. Clearly understand daily sales objective and how it relates to weekly and monthly targets. Maximize percentage to retail. Clienteling - focus on developing long-term relationships with the client so that they are more likely to think about visiting and buying from the store in the future. As appropriate, follow-up with clients utilizing the CRM system. This may include but is not limited to birthday cards, holiday cards, informing clients of new merchandise and inviting customers to special events/ campaigns. Readily accept and incorporate constructive advice given by managers on how to improve sales performance. Challenge yourself to become comfortable selling all brands of watches and jewelry, and maintain a balance of sales across the full product assortment. Other Strictly adhere to all store security procedures. Set up cases and windows. Respect other Client Advisors fostering an environment of support and collaboration. Adhere to the company dress code policy. Work with team members to ensure the store is at all times clean and attractive. Attendance is a crucial part of performance. Be on time. Help set-up or close store depending upon shift. Requirements A passion for building clientele and selling. Demonstrate an exemplary level of integrity and professionalism at all times. Must be able to work a flexible schedule throughout the week. Must have a polished and professional appearance with a positive attitude. Meet and exceed company assigned goals, metrics and objectives. QUALIFICATIONS 3+ years of relevant experience, preferably sales in the luxury market. Prior watch and fine jewelry experience is helpful, but not required. Excellent communication, interpersonal and customer relation skills. Sales driven and results orientated. Team player. Willing to be hands-on and work with the team to fulfill operational and organizational needs. Adaptable with an attitude of continuous learning. A Bachelor's degree or equivalent in business or related discipline is preferred. Bi-lingual language proficiency is a plus to cater to our international customer base. We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.

Are you ready to take your financial analysis skills to the next level? We're seeking a Financial Analyst to join a leading real estate organization supporting a dynamic property management team. This role offers exposure to a diverse portfolio and the opportunity to make a measurable impact on operational and investment decisions. What You'll Do Analyze financial performance across a portfolio of commercial properties. Prepare budgets, forecasts, and variance reports to support strategic decision-making. Collaborate with property managers and leadership to optimize financial outcomes. Assist with lease analysis, cash flow modeling, and reporting for internal stakeholders. What We're Looking For 1-4 years of financial analysis experience (real estate industry experience preferred but not required). Strong proficiency in Microsoft Excel (advanced formulas, pivot tables, and modeling). Excellent communication skills with the ability to present insights clearly. Familiarity with Argus or Yardi is a plus. #FinancialAnalyst #RealEstateJobs #PropertyManagement #FinanceCareers #ExcelExperts #CREFinance #CareerGrowth #HiringNow

Exciting Opportunity: Acquisitions Analyst - Commercial Real Estate Candidate Location Preference: Washington, DC - Maryland Metro Area (3 days per week in office). CORY is hiring a driven and analytical Acquisitions Analyst to support an active real estate acquisitions platform in the DC-Maryland region. This role offers hands-on exposure across the full investment lifecycle and the opportunity to work closely with senior leadership on strategic growth initiatives. About Our Client: Our client is a growing real estate investment platform focused on acquiring and operating high-quality assets across targeted markets. The firm is known for its disciplined underwriting, collaborative culture, and commitment to value creation through both core acquisitions and innovative value-add strategies. Your Responsibilities as a Leader: Research new markets and submarkets aligned with the acquisition strategy; identify and evaluate potential acquisition targets while tracking market fundamentals such as rents, vacancies, cap rates, and absorption. Build, maintain, and update acquisition pro formas and BOEs; refine underwriting assumptions as due diligence findings evolve and support sensitivity analyses and scenario modeling. Coordinate all due diligence efforts for new acquisitions, including managing timelines, deliverables, and open items, and serving as the primary point of contact between internal teams and third-party consultants. Compile and draft deal memos for internal and external investment committees, including preparation of supporting exhibits, summaries, and presentations. Ensure accuracy, consistency, and clarity across all deal documentation and Investment Committee materials. Support evaluation and financial modeling of strategic and value-add initiatives, including analysis of feasibility and projected returns. Provide day-to-day analytical and operational support to the acquisitions team, including maintaining acquisition pipeline trackers and dashboards. The Skills & Experience You Possess: Bachelor's degree in Finance, Real Estate, Economics, Business, or a related field 1-3 years of experience in real estate acquisitions, investment analysis, or related roles Strong financial modeling and Excel skills with real estate underwriting experience High attention to detail and ability to manage multiple priorities Strong written and verbal communication skills Perks and Benefits You'll Receive: Competitive base salary based on experience + bonus potential - OTE around $120k Full benefits package Direct exposure to senior leadership and investment decision-making Opportunity for growth within a fast-paced, entrepreneurial environment How to Apply & Be Selected: Send your resume to resumes@coryexecutive.com, and our team will reach out with next steps if selected. Want to Join The CORY Network? Check out CORY job listings and join our newsletter for upcoming opportunities that align with your professional goals.

Counter Threat Finance (CTF) Planner We're launching a major new initiative - and we want YOU on the front lines! Our team has secured our recompete of an 8-year contract to support critical Counter-Threat Finance (CTF) operations for U.S. and allied government agencies. This long-term opportunity offers unmatched stability, purpose-driven work, and the chance to directly impact global security. As a part of this program, you'll help identify and disrupt illicit financial networks that fund terrorism, counter narcotics operations, organized crime and state-based threats. Whether you're tracking money flows across borders, conducting in-depth analysis on high-value targets, or briefing senior leaders, your work directly supports operational success and national defense priorities. This isn't just a contract - it's a commitment to impact global security. By joining our talent pipeline, you'll be among the first to hear about new opportunities to put your skills to work on one of the most critical missions of our time. Join a high-impact team supporting the Department of Defense (DoD) in disrupting illicit financial networks and strengthening national security. As an Expert CTF Planner, you'll play a critical role in coordinating intelligence analysis, driving strategic planning, and integrating private-sector best practices to enhance DoD and interagency operations. What You'll Do Provide expert advice to partner agencies on strategic guidance, campaign plans, and operational concepts targeting high-priority drug trafficking organizations and transnational criminal groups. Monitor, assess, and synchronize interagency plans at both strategic and operational levels, leveraging cross-organizational authorities and capabilities for unity of effort. Develop concepts for coordinating and managing DoD CTF activities in support of law enforcement agencies, including planning, training, operations, customer support, and repeatable processes for stakeholders. Conduct baseline assessments of analytic cells, align mission goals, and synchronize operational planning efforts. Enhance collaboration across DoD, U.S. Government, and private-sector partners to advance counter-threat finance operations. Support DoD leadership with milestone tracking, intelligence analysis updates, and strategic planning documentation. Assist in designing and developing a DoD CTF certification program to build long-term expertise. What We're Looking For Bachelors Degree with twelve (12) years of specialized experience OR Master's degree degree and Ten (10) years of specialized experience. Active Top Secret/SCI clearance. Hands-on planning experience with interagency partners, including the DoD Joint Planning Process and support to national counter-threat network operations. Proven experience applying financial and economic elements of national power to disrupt threat networks. Skilled in developing DoD strategies, CCMD campaign plans, and associated planning documents. Strong knowledge of the DoD Joint Planning Process and interagency operations. Expertise in applying financial/economic tools of national power to counter threat networks. Familiarity with federal performance measurement, reporting requirements, and the intelligence cycle. Desired Skills Certifications such as CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner). Graduate of a military Joint Planners course. Background in certification, program support, or Intelligence Community operations. Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters.

Job Description for Financial Planner/Advisor Financial Planner/Advisor Firm: SC Advisors: a fee-based Wealth Management and Financial Planning firm with over $750 million in assets under management. Job Summary: We are seeking a dedicated and organized Planner/Advisor to join our fast growing Wealth Management and Financial Planning firm in Reston, Virginia. The position involves working directly with the firm's principal and his clients. Responsibilities: Assist principal financial advisor in planning and advisory functions for clients Utilize advanced software for financial planning and account aggregation Collaborating to enhance client experience Serve as fiduciary advisor managing accounts according to our firm's strategies Handle trading and account management Take over client relationships for assigned accounts Requirements: At least 2 years working in a financial advisory environment A passion for working with clients on their financial planning needs & account management Comfort in using advanced financial planning and tax modeling software (training provided) A desire for long-term income growth and professional development within the firm Relevant certifications (Series 7,65 and or CFP) will be a plus Compensation will be structured based on a combination of competitive salary and fees generated from accounts, in line with industry standards for investment advisory firms.

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner III will include: Prepare financial plans for prospective and existing clients. This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel. Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Co- present financial planning concepts and analysis with advisors. Be available as a direct one-on-one client resource for financial planning questions. Mentor, coach, and review output of other members of the Financial Planning Group. Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related) Must have a Certified Financial Planner (CFP ) designation or must have a S65 and completed CFP coursework 5 years client facing financial planning experience. Excellent verbal, written, analytical and organizational skills Ability to dispense financial planning topics in both supervised and unsupervised setting. Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer). Ability to work independently managing and prioritizing deliverables and supervising those newer to their careers Must be highly flexible and confidential with all matters. Ability to travel up to 10% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $85,000 - $100,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways-with a singular focus. Position Summary: We are looking for a Financial Planning professional who will deliver comprehensive, tailored financial planning to Chevy Chase Trust's clients and prospects. The individual will work closely with a team of business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officers to assist in the acquisition of new clients and to retain, expand, and deepen existing relationships. Summary of Competitive Benefits & Perks: * Health/Medical Insurance including Dental and Vision * 401(k) with company match * Paid time off * Bonus/Target Incentive * Tuition Reimbursement * Complimentary usage of modern in-house fitness center * On-premise full-service dining center discounts * Discounts via the company's EAP * Monthly Employee Recognition Programs * Referral bonus * Pre-tax transportation options * Plus more! Duties & Responsibilities of a Financial Planner: Areas of technical expertise should include: * Cash flow and scenario analysis * Executive compensation * Retirement planning and funding sources * Insurance coverage and adequacy * Education planning * Estate planning * The individual will collaborate with clients' tax and legal advisers to devise and implement holistic solutions. * Responsibilities include serving as a subject matter expert and resource on matters of financial planning and some estate planning for clients, prospects and CCT colleagues. * In this role, the qualified candidate is expected to maintain knowledge and understanding of current issues in financial planning as well as income, estate & gift tax laws relevant to our business. * This position involves frequent meetings with clients and prospects and requires outstanding communication skills. * The individual will serve as a representative for Chevy Chase Trust within the regional financial and estate planning community. Selection Criteria of a Financial Planner: * 3+ years of experience as a financial planner. * Bachelor's Degree is required. B.S. in Finance, Accounting or Economics preferred. * Certified Financial Planner (CFP) certification is beneficial. * Will consider additional experience in lieu of education/certification. * Outstanding written and oral communication skills * Ability to effectively interact with colleagues and with clients and their advisors * Excellent organizational skills and ability to prioritize multiple tasks * Demonstrate reliability by following through on commitments and meeting deadlines * Strong attention to detail * Advanced proficiency with Microsoft Office (particularly Excel) $90,000 - $125,000 a year The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more. Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance. If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected] or ************. Equal Opportunity Employer/Veterans/Disabled We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Alpha Hire is proud to partner with a client to recruit a knowledgeable and motivated Financial Planner. This is an excellent opportunity for a financial professional with a passion for client service, holistic planning, and strategic problem-solving. The ideal candidate is committed to delivering exceptional value to clients through thoughtful, customized financial planning across all stages of life. In this role, you will support the development of comprehensive Pre-Retirement, Retirement, and Estate Plans. You'll assist in all aspects of the financial planning process, from data gathering and analysis to documentation and plan presentation. Your work will be instrumental in helping clients understand their financial position and chart a secure, confident path forward. Key Responsibilities: Develop and prepare in-depth financial plans tailored to individual client needs, with a focus on pre-retirement, retirement, estate, and long-term wealth strategies Collaborate with senior advisors and clients to gather necessary financial data and supporting documents Conduct detailed reviews of client investment accounts, tax returns, and financial documents to identify gaps, risks, and opportunities Participate in client meetings to present financial planning analyses and provide ongoing support in plan implementation Assist in updating and revising plans based on client feedback, market changes, or new goals Complete various financial planning projects as requested by clients, ensuring a high standard of accuracy and professionalism Maintain clear and organized documentation of client plans and related correspondence in internal systems Stay up to date with changes in financial regulations, tax law, and estate planning strategies to ensure client plans remain compliant and effective Qualifications: 2-6 years of hands-on experience in financial planning, preferably within a fee-only advisory or wealth management firm Certified Financial Planner (CFP ) certification required or currently enrolled in a CFP program Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning Proficiency with financial planning software, spreadsheets (Excel), word processing (Word), and internet-based research tools Exceptional attention to detail and a strong analytical mindset Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly and effectively Strong interpersonal skills and a collaborative approach to working with both clients and internal team members Powered by JazzHR dm APUmYWVy

Investment Banking Associate An Investment Banking Associate at Clearsight Advisors plays a critical execution and project management role within the investment banking team. Associates work closely with Analysts, Vice Presidents, and Managing Directors to execute mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. The role combines deep financial analysis, client ready materials, and deal coordination, often under tight deadlines. Key Responsibilities Financial Analysis & Modeling * Build and review complex financial models, including: * Discounted Cash Flow (DCF) * Comparable Company Analysis * Precedent Transaction Analysis * LBO and merger models * Analyze historical and projected financial statements * Perform valuation analyses and scenario modeling * Review Analyst work for accuracy and quality control Transaction Execution * Support execution * Coordinate due diligence processes and data rooms * Interact with legal teams, accountants, and external advisors * Track deal milestones, timelines, and deliverables * Prepare transaction documentation Client Materials & Presentations * Create and review pitch books, management presentations, and confidential information memoranda (CIMS) * Ensure materials are analytically sound, well-structure, and client-ready * Participate in client meetings, calls, and internal deal discussions * Assist senior bankers in developing strategic recommendations Team Leadership & Mentorship * Manage and train Analysts * Delegate work and provide constructive feedback * Serve as the first line of quality control before VP-level review * Help maintain team morale in a high-pressure environment Required Qualifications * Bachelor's degree from a top academic institution * 3-4 years of relevant experience in investment banking * Advanced financial modeling and valuation skills * Strong accounting knowledge * Excellent written and verbal communication skills * High attention to detail and ability to multitask Preferred Skills & Attributes * Leadership and project-management experience * Client-facing confidence and professionalism * Strong business judgment and commercial awareness * Proficiency in Excel, PowerPoint, and financial databases (Capital IQ, Pitchbook, etc.) * Ability to anticipate senior banker and client needs Work Environment * Collegial but fast-paced, deadline-driven environment * Significant exposure to senior executives and complex transactions * Steep learning curve with strong career acceleration Applicants should apply to ******************************

Arlington, VA About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ****************** Job Description and Requirements The Associate role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Associate. Ability and willingness to undertake travel is required. Required Skills and Competencies * Minimum 3-5 years of experience at a professional services firm, consulting firm, audit firm, or investment banking. * Track record of consistently delivering high-value work to meet client's needs. * Experience supervising other professionals is preferred. * Strong financial analysis and modeling skills. Strong understanding of financial statements. * Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment. * Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence. * Advanced knowledge of Excel and PowerPoint. * Exceptional customer service and interpersonal skills. * An undergraduate degree from a top academic institution and a strong GPA required. * Advanced degree(s) and applicable professional certification(s) are preferred.

Job Description Job Responsibilities: Support senior bankers in building financial models to value potential clients, and researching and creating marketing pitch materials. Assist in active Merger & Acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement. Marketing outreach efforts including some cold calling and email marketing. Assist with managing deal pipeline. Support various compliance and control initiatives across the organization. Job Requirements: *** Prior M&A Experience Required *** Strong attention to detail. Advanced skills in Microsoft Office (especially PowerPoint and Excel). Ability to work in a fast-paced, ever changing, and challenging environment. Self-motivated and proactive. Excellent communications skills (written / verbal). Collaborative team player. Must have a positive can do attitude and strong work ethic. Strong client management and analytical skills. Licenses/Certifications: SIE, Series 79 and Series 63 preferred. Educational/Previous Experience Requirements: Bachelor's Degree in Finance or Accounting preferred, but not required. M&A or Transaction Advisory Services internships and related experience strongly preferred. *** THIS IS AN IN-OFFICE POSITION IN OUR HEADQUARTERS OFFICE IN TYSONS CORNER, VA! PLEASE DON'T APPLY IF IT'S NOT GEOGRAPHICALLY POSSIBLE FOR IN-OFFICE WORK. *** Benefits Health, Dental, and Vision Insurance Flexible Spending Account (FSA) 401(k) Retirement Plan Paid Time Off (PTO) and Holidays Flexible Work Environment

The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join. DUTIES AND RESPONSIBILITIES: Advise clients in accordance with the Team's agreed upon strategy Analyze investment opportunities and client needs, and recommend appropriate strategies Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed Comply with all industry rules and regulations Additional tasks as needed EDUCATION AND/OR EXPERIENCE Minimum of bachelor's degree or comparable professional certification required Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required Product and state licenses must be in parallel to Financial Advisors on the Team At least 5 year(s) of business experience and proven success in a previous career Minimum of 5 years FINRA Registration preferred KNOWLEDGE/SKILLS Extensive knowledge around financial industry and product knowledge Ability to communicate effectively with co-workers and clients Excellent written and oral communication skills Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: Branch Manager or Associate Market Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Description We are looking for a financial representative with a forward-thinking spirit and amazing customer service skills to join our fast-growing business and help clients achieve their financial goals. You'll help new customers navigate the financial process and help identify the right products that meet their needs. You'll be part of a system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. To do your best work, our team gives you the training, support, and freedom you need to succeed in this role. If the thought of coming to work every day and making a positive impact on clients' lives motivates you, we'd love to get in touch. Who We Are: Recognized by FORTUNE as one of the “World's Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Compensation: $75,000 - $90,000 yearly Responsibilities: Determine each client's financial status to provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals Expand our prospective customer base and market our financial products through referrals Provide continued excellent service by cultivating long-term relationships with clients and remain in mind should clients have new financial needs Stay abreast of any changes in the financial industry that may impact the clients in your portfolio Customize financial plans for each client based on their evolving financial needs Qualifications: Needs to have the ability to market and network with potential clients Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills Bachelor's degree in business administration, finance, or similarly related field is recommended but not required Willingness and eagerness to learn about the financial industry and our various products and offerings About Company Northwestern Mutual is ranked #109 on the Fortune 500 (2025) and has been helping individuals and businesses build lasting financial security for over 165 years. With nearly $700B in assets managed, $38B+ in annual revenue, and $2.4T of life insurance protection in force, we serve over five million clients with industry-leading insurance, investment, and financial planning solutions. We're also proud that 763 of our financial advisors were recognized on the 2025 Forbes America's Top Financial Security Professionals and Best-in-State list-reflecting the strength and credibility of the advisors who represent our firm. Our award-winning training and leadership development program supports 8,500+ advisors nationwide, combining expert mentorship, real-world practice support, and a modern digital experience so you can build a career that truly helps people plan for what matters most.

Enterprise is a national nonprofit that exists to make a good home possible for the millions of families without one. We support community development organizations on the ground, aggregate and invest capital for impact, advance housing policy at every level of government, and build and manage communities ourselves. Since 1982, we have invested $80.9 billion and created 1 million homes across all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands - all to make home and community places of pride, power and belonging. Join us at enterprisecommunity.org Working at Enterprise At Enterprise, you'll be part of a diverse, committed team making a difference every day. You will collaborate with some of the smartest minds and biggest hearts in our field. You'll be empowered to drive systems change and take bold steps to advance racial equity. And you will find a career home where you're valued and supported in your growth journey. Enterprise offers career opportunities in our offices across the country with an exceptional benefits package. Summary Enterprise Housing Credit Investments seeks an Associate on the Investor Relations team to support investor relationship management and transaction execution for low-income housing tax credit (LIHTC) investments. This role assists senior team members with compiling materials, ensuring data integrity, and coordinating tasks across internal teams to facilitate timely and accurate execution. Responsibilities include managing documentation flow, coordinating due diligence items, assembling investor materials, and tracking deadlines to advance transactions through the syndication process. The Associate must work with a strong sense of urgency through the syndication process. Job Description Key Responsibilities: Investor Support: Support the Analysts and senior team members in managing investor relationships; respond to routine inquiries. Screening Opportunities: Monitor and accurately track deal flow in a fast-paced front-office environment. Transaction Coordination: Assemble investment materials (financial projections, market analysis, sponsor financials) for investor review; support diligence and closing checklists. Data & Reporting: Maintain pipeline accuracy; update Salesforce and internal systems to ensure data integrity. Operational Support: Prepare meeting materials for investor pipeline calls; track timelines and deliverables. Learning & Development: Build knowledge of LIHTC underwriting standards, real estate due diligence, and investor-specific criteria. Willing to travel up to 5-10%. Qualifications: Associate degree in Business, Finance, Accounting, Urban Planning, or related field. Bachelor's degree or higher is a plus. 1+ years of experience with LIHTC transactions. Excellent organizational skills, ability to coordinate complex activities and to prioritize conflicting demands, and ability to manage and maintain large quantities of documents. Proficiency in Excel, Word, and PowerPoint; Salesforce experience a plus. Excellent attention to detail and ability to manage multiple priorities. Total Rewards at Enterprise: You will be working with a group of talented professionals who are motivated by serving the community and addressing the need for affordable housing. Enterprise offers a comprehensive total rewards package for you and your family. The base salary for this role is $63,000 to $73,000, depending on level of skills and experience. The salary range for this position is represented by the low and high end of the range for the amount to be paid for the position. Salaries paid at Enterprise will vary based on factors that may include skills, education, location, experience, and performance. The salary range is just a part of the total rewards package provided to employees at Enterprise, and other rewards may include annual performance bonuses and generous paid leave programs. At Enterprise, our benefits form a major component of our total rewards package. Benefits include dental, health, and vision care plans, as well as family-building benefits, such as adoption and surrogacy support. Enterprise allows flexible work arrangements to promote a better work-life balance. We offer health advocacy, EAP, and mental health benefits. We round out our total rewards package by offering financial education, wellness programs, and auto-enrollment in the company's 401(k) plan with employer matching contributions. Finally, you will have learning and development opportunities, including tuition reimbursement for job-related courses and certifications. Thank you for your interest in joining the Enterprise team in our effort and commitment to serve others. #LI-JW1 #ID

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, 9:00AM - 5:30PM (Hybrid) Location: 12244 Rockville Pike, Rockville, Maryland 20852 | 1356-A Main Chapel Way, Gambrills, Maryland 21054 Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement Conducts local seminars and member engagement events to grow book of business Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures Establish, maintain, and develop business relationships with members and internal/external sources Execute customer and broker purchase/sales orders of securities for current/new clients Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies for leadership Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits Perform other duties as assigned or appropriate

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

The Analyst role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Analyst. Ability and willingness to undertake travel is required. This position is located in our Los Angeles, California office. Required Skills and Competencies * Minimum 1-2 years of experience at a professional services firm, consulting firm, audit firm or investment banking. * Track record of consistently delivering high-value work to meet client's needs. * Strong financial analysis and modeling skills. Strong understanding of financial statements. * Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment. * Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence. * Advanced knowledge of Excel and PowerPoint. * Exceptional customer service and interpersonal skills. * An undergraduate degree from a top academic institution and a strong GPA required. * Advanced degree(s) and applicable professional certification(s) are preferred. About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ******************