Finance planner jobs in Harrisonburg, VA - 20 jobs

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. · 3 out of 4 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.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join Prudential Advisors Greater D.C. Career Changer Opportunity About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry. About LPL Financial: LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients. About Prudential Advisors - Greater D.C. Prudential Advisors Greater D.C. stands as one of the top financial planning firms in the country, with approximately 140 advisors driving its success. Our vision is to become the most recognized and respected financial services firm in the Mid-Atlantic Region. We provide high-quality advice and maintain a total focus on the client experience. More than just financial professionals, we are dedicated to making a meaningful impact in the greater community through both our business expertise and public service. Our office environment is built on a foundation of success and collaboration, consisting of a talented and diverse team of leaders focused on one objectiveexcellence. With a culture centered around comprehensive financial planning, the majority of our new clients come through referrals. Beyond our commitment to clients, we proudly support charitable organizations such as Comfort Cases, Foundations Fighting Blindness, and Light The Night The Leukemia & Lymphoma Society. Our growing offices are located: 909 Rose Avenue, Suite 650, North Bethesda, MD 20852 1919 Gallows Road, Suite 100 | Vienna, VA, 22182 About the Financial Advisor Role Career Changer Opportunity Are you seeking a career change and passionate about helping others secure their financial futures? As a Financial Advisor with Prudential, we provide comprehensive training, mentorship, and the resources to succeed in a thriving industry. This role is ideal for individuals with a business development mindset, a strong desire to help others, and the drive to grow personally and professionally. No prior experience or licenses are required to apply! We will guide you through obtaining the necessary licenses and certifications. As a Financial Advisor, youll have the opportunity to work with clients to provide personalized financial plans, covering areas such as retirement, insurance, and education planning. While most workdays are based in the office, we offer some flexibility to support hybrid arrangements, allowing you to balance productivity with occasional alternative work settings as needed. With the backing of Prudential and LPL Financial, you'll have access to robust tools and resources to build your practice and support your career growth. Top Reasons Career Changers Thrive Here: Commitment to Success: Our structured training program ensures that you gain the knowledge and skills necessary to excel in the financial services industry. Unmatched Support: With mentorship from experienced professionals, you'll receive guidance every step of the way. Personal and Professional Growth: We focus on developing your career with continuous learning and advancement opportunities, allowing you to build a lasting, successful practice. Making an Impact: Help clients achieve their financial goals while securing a better future for themselves and their families. Our Differentiators: Open Architecture System: We offer a fiduciary approach with no proprietary product requirements, giving you the autonomy to choose the best solutions for your clients. Growth Opportunities: Whether you choose to buy a book of business or build your own practice, we offer rare opportunities for long-term career success. FREE Leads: Gain access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you. Advanced Technology: Benefit from cutting-edge tools and software designed to streamline your business operations and deliver an exceptional client experience. Meet our team: Regional Director, Brady Brassford: Brady joined Prudential's Career Development program right out of college, obtaining licenses, building a practice, and transitioning into leadership. Brady has been with Prudential for 10 years. Personally, Brady: Passionate about golf, pickleball, baseball, reading books, and traveling. Regional Director, Vanessa Echeverria: Vanessa joined Prudential in July 2024. Prior to Prudential, Vanessa started her career as a professional fundraiser/development for nonprofits, including living internationally to support childrens missions. As a director, she supported about 400 independent financial advisors in growing their practices, scaling teams, recruiting experienced advisors, and leading the transition team. Personally, Vanessa: Passionate about spending time with her blue Sharpei and staying active. She enjoys playing soccer, hockey, doing pilates, and dancing ballet. Advisor, Matt Koppelman: Matt Koppelman has been with Prudential for 3-4 years and is one of the top producers in the company. Prior to Prudential, Matt worked in the service industry his entire career, mostly in hotels, restaurants, and nightclubs. Personally, Matt: Passionate about traveling, spending time with family, college football, trying new restaurants, and charity work. Our Ideal Candidate: Youre passionate about making a difference in people's lives and dedicated to helping clients meet their financial goals. You possess an entrepreneurial mindset and are eager to learn. No prior financial licenses? No problem! Well help you obtain the necessary certifications to succeed in this role. Youre ready to take ownership of your career, learn new skills, and build a meaningful practice. Qualifications: No prior financial licenses requiredtraining and support provided. A strong desire to help others and build relationships. Excellent communication skills and the ability to work well in a team environment. An entrepreneurial spirit with the drive to achieve success. Position Benefits and Compensation: Competitive compensation with potential for performance-based bonuses. 401(k) with matching contributions. Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals. Medical, dental, and vision benefits, along with healthcare reimbursement accounts. Life insurance, accident insurance, and disability income coverage. Mutual fund investment plans and business development programs. Apply Today to Start Your Career as a Financial Advisor with Prudential! Flexible work from home options available.

Business Unit: Corporate Finance Industry: Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Aerospace, Defense & Government Services Houlihan Lokey's Aerospace, Defense, and Government (ADG) team is consistently ranked the No. 1 M&A advisor for companies in the middle-market. With over 30 investment bankers, split between LA and DC, our ADG team is among the largest focused groups on Wall Street. Our senior leadership team has a multi-decade track record of executing the highest quality and impact transactions in the sector and has tremendous continuity together. The team focused primarily on sell-side M&A for a variety of high-quality privately held, private equity held, and public companies. We are widely recognized as a trusted advisor in the sector and regularly involved in industry-defining transactions across the highest-impact sub-verticals in the market. Job Description Analysts are an integral part of Houlihan Lokey's business activities and play a key role in the delivery of exceptional service to our clients around the globe. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions. This position will be based in Houlihan Lokey's Washington, D.C. office, working with their established team of ADG Group bankers. As part of our team, you will: * Prepare, analyze, and help explain historical and projected financial information * Perform valuations of companies and businesses * Coordinate and perform business due diligence and execute M&A transactions * Prepare confidential memoranda, management presentations, marketing pitches, and other presentations * Assist in the marketing and execution of existing engagements * Build relationships and maintain direct contact with clients, prospective clients and professional advisors The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications * The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm's success, creativity and new ideas are encouraged. * At least one year of investment banking experience is required * Coursework in accounting and finance required * Strong analytical capabilities and excellent verbal and written communication skills * A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications * Strong financial and computer (Excel, Word, and PowerPoint) skills * Demonstrated ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000 - $130,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2026 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team 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. **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 (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor 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.

Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you'll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Charlottesville, Virginia;Charlottesville, Virginia **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. Responsible Growth is how we run our company and how we deliver 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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. 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 Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 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. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your 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 your time and capacity. - Is 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. - At least three years' 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 your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **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.

**About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function + Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact + This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + Successfully completed Securities Industry Essentials (SIE) exam or equivalent **Desired Qualifications:** + Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents) + Financial services experience + Client services experience + 6 + months of client or sales services experience + Experience developing and managing client relationships + Sales or sales support experience + A BS/BA degree or higher **Job Expectations:** + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required + This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. + This position is not eligible for Visa sponsorship. Position Location : 901 Emmet St N Charlottesville, VA 22903 **Posting End Date:** 25 Jan 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-516469

Who We Are and What We Do Farmer Focus's mission is to promote and protect generational family farms by shifting farm-level decision-making and chicken ownership back to farmers and empowering them to farm the way they know is best. We are committed to consistently producing 100% organic and humanely raised chicken that is better for people, the planet, and animals. Our culture is rooted in servant leadership, and we live by our Farmer Focus CARES values: Community, Accountability, Respect, Excellence, and Stewardship. The Financial Analyst will collaborate with the Director of FP&A to provide support to the Finance Team with analysis on our financial activities including support for the monthly business review cycle, Financial Statement preparation, KPI reporting and analysis, ERP data analysis, sales analytics, operations analysis, collaborating with other Farmer Focus departments on projects and assignments, and meeting various deadlines. This key role will assist the Director of FP&A in using data analytics to coordinate and expand the budget and forecasting processes, monitor ERP workflow, monthly closing, benchmarking, sales and operations analysis, and reporting key financial data in an on-going effort to improve efficiencies, ensure the accuracy of the data, and turn data into useful information. The position is expected to perform these duties efficiently, with a high degree of accuracy, and with an eagerness to be an asset to the Farmer Focus team. Essential Functions * Support FP&A responsibilities with annual budget process, strategic planning, and other financial forecasting, including developing models, collaborating with operational managers, and tracking all aspects of the planning processes. * Be an integral part of the monthly closing process including preparing Profit & Loss statement, Balance Sheet, and Statement of Cash Flows along with identifying and explaining variances and other trends. This would also include assisting with the development of the Monthly Management Performance Review (MPR) report including graphs, commentary, and additional analysis as needed. * Create and maintain actionable KPI reports, and dynamic dashboards designed to monitor and evaluate finance performance, operating expenses, forecasting, HR indicators, and other indicators to help monitor the health and efficiency of the operational areas and the company. * Assist operational managers in capital expenditure (CAPEX) request and approval process including financial modeling, ROI analysis, new initiatives feasibility, business plans, and tracking these requests through the approval process. This would also include evaluating completed CAPEX projects to confirm desired savings/efficiencies were achieved. * Work closely with the Sales team on customer performance tracking, inventory tracking, sales mix analysis, as well as Sales Dollar, Sales mix, pricing fluctuations, and new customer feasibility. * Become fluent in the ERP platform and understand the flow of data through the system and reporting. Able to reconcile ERP reports for data integrity and convert the data into meaningful reports and dashboards. * Provide advanced data collection utilizing Business Intelligence (BI) platforms and pivot tables to collect, analyze, reconcile, evaluate, and report data to increase productivity, financial analysis, dashboards, and special projects. * Assist Cost Accountant in working with Sales & Marketing on modeling new product cost estimates as well as analyzing and reviewing product costing data for accuracy and reasonableness across product categories * Work with Operations on Capital Spending tracking, purchasing analysis, and logistics analysis. * Assist the FP&A team and Controller's Office on annual financial auditing tasks, financial reporting for lenders and investors, and tracking debt position. * Be an active member and contributor of the Finance team by educating users on financial models and concepts and articulating feedback to users of financial information in an easy-to-understand manner. * Willingness and eagerness to learn about the poultry industry and apply financial analytics to achieve the Farmer Focus strategic goals and work to cultivate the Farmer Focus Culture. * All other related duties as assigned by Management. Qualifications & Requirements: Essential * Bachelors' Degree in Finance, Business Analytics, Accounting, or related field required. * Minimum 3 - 5 years' experience in financial analytics or accounting * Advanced knowledge of MS Excel skills including data modeling, pivot tables, dashboards, Lookups, charts, and graphing required for analysis, reporting, and presentation purposes. * Solid understanding of business support systems like ERP, CRM, Business Analytics/OLAP platforms, accounting principles, and cost accounting principles to maximize analytical performance. * Excellent interpersonal, communication, and problem-solving skills with the ability to correspond verbally and in writing in a manner that results in mutual understanding. * Self-directed with attention to detail, and the ability to manage multiple tasks, changing priorities, and being assigned a variety of financial tasks. * Self-starter to work independently and with a team. * Effective reporting and presentation skills. * Positive attitude, good judgment, and excellent time management skills. Preferred * MBA preferred * Experience in financial analytics or accounting in the food industry. * Work Requirements and Environment Farmer Focus is committed to the principles of equal employment and to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment that is inclusive and equitable, free of harassment, discrimination, or retaliation based upon an individual's age, race (including traits historically associated with race, which includes hair texture, hair type, and protective hairstyles such as braids, locks, and twists), color, national origin, ancestry, religion, sex, sexual orientation (including transgender status, gender identity, or expression), pregnancy (including childbirth, lactation, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics), military status (including status as a uniformed servicemember, a veteran, or dependent of a servicemember), or any other status protected by federal, state, or local laws. Farmer Focus is dedicated to the fulfillment of this policy regarding all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay and other compensation, termination, and all other terms, conditions, and privileges of employment.

Job Title: Senior Principal Acquisition Analyst / Program Lead Clearance: Active DoD Secret clearance required We are seeking highly experienced Senior Principal Acquisition Analysts / Program Leads with a minimum of 12 years of experience in DoD/Navy program management, government technical management, or industry business management. These roles will provide critical acquisition and programmatic support. The ideal candidate will possess a deep understanding of Navy acquisition processes and life-cycle program support, with demonstrated expertise in delivering Government Furnished Equipment (GFE) and Contractor Furnished Equipment (CFE) for ship platforms and combat systems. Key Responsibilities: Lead and oversee acquisition management activities related to the delivery, integration, and tracking of GFE and CFE for Navy ship platforms and systems. Monitor and report on equipment delivery status, identify risks and issues, and develop mitigation strategies to support successful program execution. Support program planning, documentation, milestone preparation, and stakeholder coordination across government and industry partners. Analyze schedules, cost estimates, and performance data to ensure alignment with program goals and requirements. Provide acquisition support in accordance with DoD 5000 series and NAVSEA acquisition processes. Develop and present briefings, reports, and deliverables to senior leadership and supporting program offices. Serve as a liaison between technical and programmatic stakeholders, ensuring effective communication and issue resolution. Contribute to continuous improvement initiatives and best practices in program management and acquisition strategy. Job requirements Bachelor's degree in Engineering, Business Administration, Finance, English, History, Computer Science, Economics, Mathematics, Communications, Accounting, Education, or a Science discipline. A minimum of 14 years of experience in DoD/Navy program management, government technical management, or industry business management roles. Deep understanding of defense acquisition policies, program lifecycle management, and equipment integration processes. Proven ability to manage complex projects with multiple stakeholders across geographically dispersed teams. Excellent written and verbal communication skills, including experience preparing formal reports and briefings for senior government officials. Proficiency with Microsoft Office applications and program tracking tools. Preferred Qualifications: DAWIA Level III certification (or equivalent) in Program Management or a related functional area. Familiarity with shipyard operations, logistics planning, or configuration/data management. Knowledge of Earned Value Management (EVM), Integrated Master Schedules (IMS), and Acquisition Strategy Development. TS/SCI clearance or eligibility is highly desirable. Why Join OMNI? OMNI Consulting Solutions is a boutique consulting firm specializing in creating game-changing value and simple solutions for complex demands. OMNI is built on the idea that change moves the world forward and through creative and entrepreneurial leadership Omni maintains a bold reputation within the DoD/Aerospace community and across the various other industries we support. As an OMNI employee, you can be assured of extensive growth opportunities, inordinately competitive salary compensation packages, and the unparalleled support of the OMNI family. We are an equal-opportunity employer, and our benefits packages are designed to meet the needs of all our employees and dependents: Medical Coverage Dental Benefits Vision Benefits Life Insurance 401(k) Retirement Plan with Employer Matching Fully Vested on Day 1 of Employment Paid Time Off & Sick Leave Company Sponsored Social Events IS IT A MATCH? If you are interested in this position or other opportunities at OMNI, please let us know! We only need your resume and some basic details to get things started. Even if you aren't a match, we may still be interested! We will keep your resume on-file and will let you know if something matching your skills comes along. (Position Code: 6.25.1) All done! Your application has been successfully submitted! Other jobs

Collabera is ranked amongst the top 10 Information Technology (IT) staffing firms in the U.S., with more than $525 million in sales revenue and a global presence that represents approximately 12,000+ professionals across North America (U.S., Canada), Asia Pacific (India, Philippines, Singapore, Malaysia), and Europe (Ireland, Netherlands, Poland, United Kingdom). We support our clients with a strong recruitment model and a sincere commitment to their success, which is why more than 75% of our clients rank us amongst their top three staffing suppliers. Not only are we committed to meeting and exceeding our customer's needs, but also are committed to our employees' satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as the “Best Staffing Firm to Work For” for five consecutive years since 2012. Collabera has over 50 offices across the globe with a presence in ten countries and provides staff augmentation, managed services and direct placement services to global 2000 corporations. For consultants and employees, Collabera offers an enriching experience that promotes career growth and lifelong learning. Visit ***************** to learn more about our latest job openings. Awards and Recognition --Staffing Industry Analysts: Best Staffing Firm to Work For (2016, 2015, 2014, 2013, 2012) --Staffing Industry Analysts: Largest U.S. Staffing Firms (2016, 2015, 2014, 2013) --Staffing Industry Analysts: Largest Minority Owned IT Staffing Firm in the US. Job Description A Fortune 100 manufacturing giant looking urgently for Financial Analyst III who will The FP&A Analyst is a key member of the FP&A team, providing comprehensive financial reporting, planning & analysis with focus on Enabling functions coupled with business wide base cost consolidation and analytics. Position Details: Industry: Energy & Management Location: Charlottesville, VA 22911 Job Title: Financial Analyst III Key Deliverables: • Support monthly and quarterly closing and reporting processes, ensuring accuracy of monthly/quarterly financials & timely KPI reporting • Analyze performance against targets on a regular basis • Drive and own planning processes: use deep cost knowledge to drive accurate short and long term forecasts; connect recent trends with base cost background and deliver solid estimates • Participate in projects to facilitate and increase capacity for value-added financial analysis, e.g. process automation to continuously improve tools and outputs, simplify assessments, ES COA adoption, etc. Qualifications Must Have: · Bachelors in Finance, Accounting, Business or related field. · Minimum 3 years of experience in Finance - Functional Management · 5-7 years minimum Experience With Financial Planning, Annual Planning, Budgets · SAP user experience, Hyperion, Powermax, etc. Additional Information If you want to know more and apply, please connect with: Niraj Singh **************************** ************ ************************************************

Job Status: Position is active and funded Location: Charlottesville, VA (onsite) Clearance Required: Must be a U.S. Citizen and possess a current and active TS/SCI clearance granted by the Department of Defense or an Intelligence Community agency. Must be able to pass a Counterintelligence (CI) Polygraph. An in place CI Polygraph is desired. Background: Assured Consulting Solutions provides strategic and innovative solutions for customer needs across the business, technology, and organizational spectrum. As a member of our team, you will have the chance to work with customers that are both Government and industry leaders and technology innovators. We are looking for an experienced and highly motivated Contract and Financial Analyst to join our team. This position will p rovide advisory and assistance support regarding planning, developing, implementing, and coordinating a variety of analysis, and evaluation of the current and future architecture requirements; specifically this role will assist the Government customer in organizing and tracking technical investment plans to ensure execution of the current year spend plan to meet functional goals and fiscal timelines. Responsibilities include, but are not limited to: Provide contract/finance advisory and assistance support in generating technical details including market analysis, purchase justifications, material lifecycle plans, bills of material, cost estimates, as well as product and service oriented draft statements of work Provide contract/finance advisory and assistance support in performing cost-benefit and market analysis to determine if requirements details meet requisition policy for use of Commercial-Off-The-Shelf (COTS) or acquiring COTS software and recommend the most efficient acquisition approach. Provide services to coordinate and support development of customer needs statements, Requests for Information (RFis) and Requests for Quotes (RFQs). Provide contract/finance advisory and assistance support in coordinating activities within the Government procurement process to create purchase orders and support receipt of goods/services used to support IT related services. Identify opportunities for lower pricing and provide cost benefit analysis for procurement requests to meet Government requirements. Coordinate with the subject matter expert assigned to the organization to ensure that all supporting documentation that must be prepared for an acquisition is completed and accurate before a purchase request is initiated; generating the associated purchase request; assembling the required and coordinated supporting documentation for inclusion with the purchase request. Required Qualifications: 8 years of contracting and financial experience with the Federal Government including, but not limited to, analyzing and reviewing contract proposals and preparing technical reports; enterprise IT software, hardware, and services procurements, documenting IT requirements, developing purchase justifications and material life cycle plans. Superior communications skills; excellent responsiveness Senior-level understanding of MS Excel Desired Qualifications Project Management experience and/or PMP certification Work experience within the DIA or NDOC customer space Essential Job Functions: The Americans with Disabilities Act (ADA) requires employers to focus on the essential functions of a position to determine whether an individual is qualified. Essential job functions are the fundamental job duties that an applicant or employee must be able to perform, with or without reasonable accommodation. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact ACS Human Resources at ************** . Work synchronously and collaboratively with the Government functional and technical staff, from within a Government SCIF, for an average of 40 hours per week. Effectively and responsively summarize, analyze, document, and communicate (written and verbal) contracting and financial information as required by the position (all performed in a timely manner). Use excel and other Government provided tools to perform the finance and contract job functions described under responsibilities. Travel to the Bethesda, MD location for this work as needed Education Qualifications: Requires a bachelor of science degree with education and/or experience in data science and data analytics. Work experience and/or certifications will be considered as potential substitutions for a degree. Years of Experience: 8 years w/ Bachelor's Degree Additional experience and certifications may be considered as a replacement for the Bachelor's Degree Position Type: Full Time Shift: Day Export Control: For all positions requiring access to technology/software source code that is subject to export control laws, employment with the company is contingent on either verifying U.S.-person status or obtaining any necessary license. The applicant will be required to answer certain questions for export control purposes, and that information will be reviewed by compliance personnel to ensure compliance with federal law. ACS may choose not to apply for a license for such individuals whose access to export-controlled technology or software source code may require authorization and may decline to proceed with an applicant on that basis alone. Assured Consulting Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Minorities, females, disabled and protected veterans are urged to apply. ACS' utilization of any external recruitment or job placement agency is predicated upon its full compliance with our equal opportunity/affirmative action policies. ACS does not accept resumes from unsolicited recruiting firms. We pay no fees for unsolicited services. #LI-Onsite #TSSCI #ContractsManagement #Finance #DIA #NDOC #hotjob

Job Description Who We Are At Nature's Touch, you're not just building a career; you're joining a trailblazing team that believes in the power of collaboration, diversity, and continuous learning. Since 2004, we've been on a fast-growing journey from a small startup to a global leader in private label frozen food manufacturing. With modern facilities in North America-including two plants in the U.S.-we proudly supply millions of households worldwide. What drives us is simple: a commitment to quality, innovation, and sustainability. We're shaping the future of frozen fruit-and we'd love for you to be part of that growth. At Nature's Touch, growth opportunities are everywhere! The Opportunity Reporting to the Plant Controller - North America, the Financial Analyst at the Front Royal plant plant will serve as a key partner to both plant and corporate leadership. This role is responsible for providing critical financial insights that support decision-making and operational excellence. The Financial Analyst will develop a strong understanding of the plant's operations and cost drivers, while taking ownership of key financial processes, including variance analysis, budgeting, forecasting, and cost analysis. By delivering accurate reporting and actionable recommendations, this position will help optimize plant performance and support strategic initiatives across the business.

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. * 3 out of 4 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

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver 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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. 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 Schedule: • Monday - Fridays and rotating Saturdays Required Qualifications: • Currently holds Series 7 & 66 (63 & 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. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your 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 your time and capacity. • Is 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. • At least three years' 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 your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

**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 What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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 Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you'll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join Prudential Advisors - Greater D.C. About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial security. With over a century of expertise, Prudential offers a wide range of financial products and services, from insurance to investment management, serving millions of customers globally. Known for innovation and integrity, Prudential is a leader in empowering clients and financial professionals alike. About LPL Financial: As a Fortune 500 independent broker-dealer, LPL Financial provides financial professionals with the tools, resources, and support to grow their practices and deliver exceptional service. LPLs open-architecture platform allows advisors to access non-proprietary products, offering clients tailored solutions that align with their unique needs. About Prudential Advisors - Greater D.C. Prudential Advisors Greater D.C. stands as one of the top financial planning firms in the country, with approximately 140 advisors driving its success. Our vision is to become the most recognized and respected financial services firm in the Mid-Atlantic Region. We provide high-quality advice and maintain a total focus on the client experience. More than just financial professionals, we are dedicated to making a meaningful impact in the greater community through both our business expertise and public service. Our office environment is built on a foundation of success and collaboration, consisting of a talented and diverse team of leaders focused on one objectiveexcellence. With a culture centered around comprehensive financial planning, the majority of our new clients come through referrals. Beyond our commitment to clients, we proudly support charitable organizations such as Comfort Cases, Foundations Fighting Blindness, and Light The Night The Leukemia & Lymphoma Society. Our growing offices are located: 909 Rose Avenue, Suite 650, North Bethesda, MD 20852 1919 Gallows Road, Suite 100 | Vienna, VA, 22182 Top Reason Athletes Could Excel Here: Competitive Drive: Athletes desire to excel fuels them to surpass goals and deliver excellent service. Discipline and Time Management: Their experience balancing responsibilities translates to managing client portfolios effectively. Goal-Oriented: Athletes focus on setting and achieving goals could drive them to help clients reach financial success. Teamwork and Collaboration: Used to working in teams, athletes could thrive in collaborative environments, achieving client-focused results. Our Differentiators: Open Architecture System: Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support. Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success. Leadership and Management Potential: Additional opportunities for advancement by leading and developing teams. FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you. Business Development Services: Back-office and administrative support to free up your time for growth. Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience. Meet our team: Regional Director, Brady Brassford: Brady joined Prudential's Career Development program right out of college, obtaining licenses, building a practice, and transitioning into leadership. Brady has been with Prudential for 10 years. Personally, Brady is passionate about golf, pickleball, baseball, reading books, and traveling. Regional Director, Vanessa Echeverria: Vanessa joined Prudential in July 2024. Prior to Prudential, Vanessa started her career as a professional fundraiser/development for nonprofits, including living internationally to support childrens missions. As a director, she supported about 400 independent financial advisors in growing their practices, scaling teams, recruiting experienced advisors, and leading the transition team. Personally, Vanessa is passionate about spending time with her blue Sharpei and staying active. She enjoys playing soccer, hockey, doing pilates, and dancing ballet. Advisor, Matt Koppelman: Matt Koppelman has been with Prudential for 3-4 years and is one of the top producers in the company. Prior to Prudential, Matt worked in the service industry his entire career, mostly in hotels, restaurants, and nightclubs. Personally, Matt is passionate about traveling, spending time with family, college football, trying new restaurants, and charity work. Wealth/Financial Advisor Responsibilities: Develop personalized financial plans covering budgeting, retirement, insurance, and education planning. Build lasting client relationships by offering ongoing financial advice and support. Collaborate with a team committed to helping clients at all life stages, with opportunities to expand into advanced wealth management as you grow. An Ideal Candidate: Has strong interpersonal skills and a desire to help clients achieve personal financial milestones. Brings a mindset of discipline, teamwork, and continuous growthqualities that have helped athletes and goal-oriented individuals excel in this environment. Is open to career growth within both financial planning and wealth advisory services over time. Has (or has the willingness to quickly acquire) the following certifications: Series 7 Series 66 Passing the SIE (Securities Industry Essentials) exam. Life/Health Insurance License Position Benefits and Compensation: 401(k) with matching contributions Cash Balance Pension Plan Pension enhancement for top financial professionals Private office expense support Competitive compensation and bonuses Expressed payouts on Life Insurance & Annuity products Deferred compensation plan for eligible financial professionals Medical, dental, vision benefits & healthcare reimbursement account Life insurance, accident insurance, and disability income insurance coverage Mutual fund investment plan Business programs and conferences Disclosure Statement: During the formal interview process candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. Flexible work from home options available.

Business Unit: Financial And Valuation Advisory Industry: Portfolio Valuation Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Financial and Valuation Advisory Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Portfolio Valuation Houlihan Lokey's PV practice is well-recognized and regarded in the alternative asset valuation community. In 2024, the PV Practice received the HFM U.S. Hedge Fund Services Awards in which Houlihan Lokey was named "Best Valuations Firm for Hard to Value Assets," its seventh consecutive time receiving this award. We also received this same honor in Europe in 2025 for the sixth consecutive time. Houlihan Lokey has also received the HFM Asia Hedge Fund Services Award for "Best Valuation Firm" for the fifth consecutive time, underscoring the outstanding valuation services the firm provides its hedge fund clients around the world. Scope Within our Portfolio Valuation practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements. Our market-leading practice has a strong reputation with regulators, auditors, and investors and we rapidly mobilize the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our firm's real-world transaction experience and market knowledge. Financial Analysts within our Portfolio Valuation & Advisory Services practice are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of professionals who will give you broad exposure to many issues and concerns affecting businesses today. We offer a unique opportunity to work on a wealth of projects that provide exposure to various financial and valuation advisory challenges, including the valuation of complex businesses, securities, and transaction structures. As a Financial Analyst, you will research and analyze financial markets data, financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to develop complex financial models, draft client deliverables, participate in presenting analyses and conclusions, interact with clients on active engagements, and participate in the firm's marketing efforts. Responsibilities * Supporting FVA portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds' assets to investors; * Performing financial statement analysis and other quantitative and qualitative assessments; * Reviewing client investment memoranda, board of directors' presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed; * Compiling statistical summaries of companies' financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations; * Reviewing and compiling published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors; * Identifying relevant comparable public companies and M&A transactions within parameters established by FVA project teams, based upon information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate; * Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models; * Researching and providing information on (a) general economic conditions, (b) industry-specific conditions and trends, (c) acquisitions and divestitures within specific industries, and (d) various investment attributes of publicly traded and privately held securities; * Participating in telephonic and in-person due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey; * Designing and drafting client deliverables; * Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda; * Performing other ad-hoc research, analytics, and support for the FVA project teams as required; * Coordinating with internal administrative support teams to prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures; * Participating in discussions with in-house and outside legal counsel as required; and * Assisting with marketing initiatives for prospective and existing clients. Qualifications The environment at Houlihan Lokey is collegial and entrepreneurial and, as such, rewards staff with substantial responsibility and interaction with senior-level professionals and clients. The ideal candidate thinks strategically, is motivated, detail oriented, creative, outgoing, and possesses strong quantitative skills. Basic Qualifications * Minimum of one year of work experience at an accounting or valuation firm in a valuation capacity. * Bachelor's degree in Finance, Accounting, Business, or Applied Economics * Strong analytical abilities. Preferred Qualifications * Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations. * A fundamental understanding of financial valuation theory, methodologies, and applications. * Strong knowledge of Excel modeling, including integrated cash flow modeling. * Excellent verbal and written communication skills. * Demonstrated ability to work cooperatively with team members. * Ability to work independently in a fast-paced environment. * An exceptional work ethic. * Big Four, Independent Valuation Consultants, and/or transaction advisory services experience is a plus. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $75,000 - $120,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-113773

Business Unit: Financial And Valuation Advisory Industry: Portfolio Valuation Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Financial and Valuation Advisory Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Basic Qualifications * A B.A./B.S./B.B.A. candidate-Finance, Data Science, or related degree with a graduation date between December 2027 and June 2028 * Coursework in accounting and finance * A fundamental understanding of valuation theory, methodologies, and applications Preferred Qualifications * Strong analytical abilities and financial and computer skills (Excel in particular) * A demonstrated ability to work cooperatively with all levels of staff * Excellent verbal and written communication skills Overview Houlihan Lokey's Portfolio Valuation ("PV") practice is a leading advisor to many of the world's largest asset managers who rely on our (i) strong reputation with regulators, auditors, and investors; (ii) private company, structured product, and derivative valuation experience; and (iii) independent voice. We rapidly mobilize the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our real-world transaction experience and market knowledge, from our dedicated global Financial and Valuation Advisory business. Responsibilities As a Summer Financial Analyst in the Portfolio Valuation practice, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm's marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $70,000-$100,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.