Finance planner jobs in Virginia

This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

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

We are recruiting for a financial analyst to work for one of our best clients in Richmond,VA. The company has been in business for decades and has a beautiful faclity with an incredible view of Richmond. This role allows a talented analyst to provide data to support critical decisions. This is the perfect role for an analyst with a command of multiple tools. Responsibilities: Provide ad hoc models and financial analyses Create analysis to communicate complex topics effectively and efficiently to various internal parties, including executives Support partners and other deparments with pricing analysis Requirements: BS Degree in finance or accounting 5+ years experience in FP&A Advanced skills with Microsoft Excel and Microsoft PowerPoint Proficiency with PowerBI. Experience with 3E, Advanced Financial Solutions, and SQL or Python a plus Our client offers a hybrid working arrangement. LHH is highly regarded as an industry leader. LHH specializes in the career placement of top-notch accounting and finance professionals. When you work with our team, you will be greeted by a team of experienced financial professionals and tenured, executive recruiters. As accountants and CPA's from the industry we serve, we worked within the accounting and finance industries first, found the careers that make us happy, and now enjoy doing the same for other professionals. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ********************************************** The Company will consider qualified applicants with arrest and conviction records.

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

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

About Us: TivolisWorld Investment Club & Associated Ventures is an emerging investment collective focused on identifying and supporting high -growth opportunities across diverse sectors. We aim to deliver solid returns for our members through informed decision -making and disciplined financial planning. Job Summary: We are seeking a skilled Financial Planner to design and oversee financial strategies that support our investment goals. This role involves evaluating financial data, advising on capital allocation, and optimizing fund usage across projects and portfolios. Key Responsibilities: Analyze financial performance and prepare investment strategy reports Advise leadership on effective fund allocation to maximize return on investment Develop short - and long -term financial plans aligned with club objectives Monitor market trends and assess financial risks and opportunities Assist in budgeting, forecasting, and performance tracking of investments Provide financial models to support new venture assessments or expansion initiatives Requirements Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFP preferred) Proven experience in financial planning, investment strategy, or asset management Strong analytical skills with advanced Excel or financial modeling proficiency Ability to translate complex financial data into actionable insights Self -motivated, reliable, and comfortable working in a remote and evolving environment Benefits 401(k) Health insurance Paid time off

Here's a revised version tailored for a Marketing Communications Manager role: Join Our Team as an Investment Solutions Advisor Are you a strategic storyteller with a passion for branding, content creation, and audience engagement? We are seeking a dynamic Investment Solutions Advisor to develop and execute compelling marketing strategies that elevate our brand and drive business success. Why You'll Love This Role: 🎯 Strategic Impact - Lead marketing communication efforts that enhance brand awareness and engagement. ⏰ Work-Life Balance - Enjoy a flexible schedule with full-time opportunities. 🚀 Career Growth - Access professional development programs and leadership opportunities. 💰 Competitive Compensation - Earn a stable income with performance-based incentives. Your Responsibilities: Develop and implement integrated marketing communication strategies across multiple channels. Create compelling content for websites, email campaigns, social media, and press releases. Collaborate with cross-functional teams to align messaging with business objectives. Manage brand voice, ensuring consistency across all marketing materials and communications. Oversee media relations, PR initiatives, and partnerships to enhance brand visibility. Analyze marketing campaign performance and optimize strategies for better engagement. What We're Looking For: Proven experience as a Marketing Communications Manager or in a similar role. Strong writing, editing, and storytelling skills. Proficiency in digital marketing tools, social media management, and content creation platforms. Ability to develop and execute successful communication campaigns. Excellent collaboration and project management skills. Experience in PR, media relations, and brand management is a plus. Perks & Benefits: Paid professional development and continuous learning opportunities. Health insurance and retirement plans. Performance-based bonuses and recognition programs. Leadership growth and career advancement opportunities. 🚀 Ready to Make an Impact? If you're passionate about crafting compelling marketing communications that drive brand success, apply today! Join us and be part of a team that values creativity, strategy, and innovation. Your journey as an Investment Solutions Advisor Manager starts here-let's tell our story together!

Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry. Their approach emphasizes true partnership-pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers. About the Industrials Group Led by senior professionals, our client's Industrials Group serves as trusted advisors to investors and company leaders worldwide. Clients count on them to understand the industrials landscape and help turn ambitious goals into reality through M&A and private capital advisory services. The team has deep experience across sectors including: Building Products & Materials Chemicals & Specialty Materials Engineered Equipment, Products & Components Industrial Technology Packaging Why This Opportunity Stands Out This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled-professionals who are eager to be part of something bigger than themselves. As an Associate, you'll gain meaningful exposure to complex transactions and senior bankers from the start. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. This is a place where hard work is rewarded, where you'll be challenged to grow your skills rapidly, and where you'll develop into a future deal leader. The Role Our client seeks a talented Associate to join their Industrials Group in Richmond, VA. As an Associate, you will play a critical role in executing M&A transactions, working closely with Vice Presidents and senior bankers while guiding and mentoring Analysts. This position offers significant responsibility and client exposure as you develop your technical and leadership skills. You will be involved in all aspects of deal execution, from financial modeling and valuation analysis to client presentations and transaction coordination. Please note: Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States. Key Responsibilities Deal Execution & Analysis Execute sell-side M&A transactions across all phases of the deal lifecycle Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses Conduct comprehensive valuation analyses using multiple methodologies Perform detailed industry research, competitive analysis, and market assessments Prepare pitch materials, management presentations, and transaction marketing materials Coordinate due diligence processes and manage data room activities Support senior bankers in client meetings and presentations Team Collaboration & Development Work closely with Vice Presidents to manage deal workstreams and timelines Guide and mentor Analysts on financial modeling, analysis, and presentation preparation Provide feedback and coaching to junior team members Ensure accuracy and quality of all deliverables Collaborate effectively across deal teams and office locations Client & Market Engagement Participate in client meetings and calls alongside senior bankers Develop understanding of client business models, strategies, and industry dynamics Support business development initiatives and pitch preparation Stay current on market trends, transactions, and industry developments Required Qualifications 2-3 years of investment banking experience, with sell-side M&A experience preferred Strong financial modeling and valuation skills with high attention to detail Proficiency in Excel, PowerPoint, and financial databases Excellent analytical and problem-solving abilities Strong written and verbal communication skills Ability to manage multiple projects simultaneously and meet tight deadlines Bachelor's degree required; advanced degree or certifications preferred Demonstrated work ethic and ability to thrive in a fast-paced environment Team-oriented mindset with willingness to collaborate and support colleagues Willingness to travel up to 15% of the time Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire What Defines Success in This Role Our client's top-performing Associates demonstrate: Technical Excellence: Strong command of financial modeling, valuation techniques, and analytical frameworks with meticulous attention to accuracy Ownership Mindset: Proactive approach to problem-solving, taking initiative on projects, and driving work forward independently Team Leadership: Ability to effectively guide Analysts while collaborating seamlessly with Vice Presidents and senior bankers Client Focus: Understanding of client objectives and ability to tailor analyses and presentations to meet their needs Growth Orientation: Eagerness to learn, receptiveness to feedback, and commitment to continuous improvement Compensation & Benefits Highly competitive base salary commensurate with experience Performance-based bonus eligibility tied to company, business unit, and individual performance Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan Generous paid time off including vacation, holidays, and parental leave Structured training program and professional development resources Mentorship opportunities with senior bankers Clear path for advancement to Vice President

Job Description About the Opportunity ProspectBlue has partnered with a leading independent investment bank headquartered in Richmond, VA, to identify an experienced Investment Banking Associate to join their Advisory team. This firm provides M&A and financial advisory services to privately held, private-equity-backed, and publicly traded companies across a wide range of industries. This is an excellent opportunity for a high-performing finance professional to join a collaborative, fast-paced environment where you'll play a key role in executing transactions, leading financial analysis, and supporting client engagements from start to finish. Key Responsibilities Conduct detailed financial modeling, valuation, and deal structure analysis. Draft and edit transaction marketing materials, including pitch books, confidential information memoranda (CIMs), and management presentations. Research and evaluate potential strategic and financial buyers. Manage diligence processes including data room organization, third-party coordination, and document review. Support client interactions, including buyer communications, management meetings, and presentation preparation. Provide mentorship and guidance to analyst-level team members and assist in managing team workflow. Qualifications 2-5 years of experience in investment banking or a related financial advisory role. Bachelor's degree in Finance, Accounting, Economics, or a related field. Proven proficiency in financial modeling, valuation, and transaction analysis. Exceptional analytical, quantitative, and written communication skills. Strong working knowledge of Microsoft Excel, PowerPoint, and Word. Highly motivated, detail-oriented, and comfortable working in a dynamic, transaction-driven environment. FINRA licensing preferred (or willingness to obtain within six months). CFA or CPA designation is a plus.

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

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

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. * Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. * Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. * Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. * Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. * Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. * Approve loans under approved authority limits. * Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. * Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. * Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. * Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. * Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. * Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. * Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. * Participate in developmental and training activities as well as projects as directed by management. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * College degree is preferred - finance or business-related field. * 10 years' experience in banking/financial services. * Knowledge of consumer and commercial banking products. * Strong knowledge base relative to consumer and commercial loan documents. * Knowledge of compliance and federal banking regulations. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with a strong attention to detail. * Ability to work independently and prioritize daily tasks. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Flexibility and ability to multi-task. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

Job Description Cornerstone Advisor Group (CAG) is seeking driven, enterprising individuals who are motivated by the opportunity to make a meaningful impact in people's lives. Our advisors help clients plan for and achieve their long-term financial goals while building rewarding, purpose-driven careers. At CAG, we take your drive and guide it into building a thriving financial advisory practice. You'll be in business for yourself-but never by yourself. Our collaborative team and proven systems provide the structure and support needed to help you succeed. With over 170 years of history through our partnerships, we've built a culture where people matter, promises are kept, and growth goes beyond numbers. This opportunity is open immediately to candidates eager to grow their business, strengthen their clients' financial futures, and create lasting impact for their families and communities. If you're ready to take control of your career and make a difference, we'd love to connect and share more about what's possible with Cornerstone Advisor Group. What We're Looking For If you are someone who possesses: High energy, a strong work ethic, and a positive, optimistic attitude A passion for helping others and a clear sense of purpose Confidence, resilience, humility, and unwavering commitment to your goals The desire to build your own success while making a meaningful impact in your community Then you may be exactly who we're looking for. Requirements: Active Life Producer License in your state of residence (Virginia or West Virginia) Proven ability to sell life insurance products and generate leads Excellent phone skills, with the confidence to reach out to new prospects and clients Enterprising mindset with a strong drive to succeed and scale a personal business Strong interpersonal skills and the ability to connect with people from diverse backgrounds Eagerness and willingness to learn and improve Preferred: Series 65, Series 7/66 licenses Perks: Strong Commissions and Investment Downlines Strong training system to set you up for success, regardless of experience Benefits from a non-match deposit into your 401(k), Health Insurance, Short-Term, Long-Term disability, and more Trips, bonuses, and incentives are available Opportunity to scale your business alongside the mission and vision of a rapidly growing company Team-oriented environment that provides collaboration and mutual support Be part of a Fortune 100 company with a rich history of success and a forward-thinking culture Potential transition package depending on your book of business Office Locations: Hybrid role with office locations in the following areas (for those without prior experience, in-office attendance is required 100% of the time): Richmond, VA; Westchester, VA; Fairfax, VA; McLean, VA; Chevy Chase, VA; Charleston, VA; Winchester, VA; Roanoke, VA; Blacksburg, VA; Virginia Beach, VA; Chesapeake, VA; West Virginia: Morgantown, WV; Wheeling, WV Compensation: $60,000 - $120,000 yearly Responsibilities: Job duties include, but are not limited to: Sell Maintain Life Insurance Annuities Sell Maintain Assets Under Management Develop and maintain strong relationships with clients Provide tailored financial advice and solutions to clients Manage the sales process from lead generation to closing Continuously learn and apply new industry knowledge Collaborate with the team and share best practices Qualifications: Preferred Qualifications: Experience managing assets under management (AUM) Prior experience in the financial services or insurance industry Familiarity with compliance regulations and client management practices About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Virginia Spaceport Authority Internship Program gives students the chance to apply their education to real-world challenges through meaningful, hands-on projects. Top candidates are well-rounded students from a variety of backgrounds who demonstrate inquisitiveness, team-orientation, excellence, and resilience. At the time you apply for this announcement, you must be a degree seeking student who is enrolled or accepted for enrollment in an accredited educational institution on at least a half-time basis. SUMMARY General Description: The Financial Analyst Intern will support the finance and accounting teams in analyzing financial data, preparing reports, and contributing to key business decisions. This role provides a hands-on learning opportunity for a motivated individual to gain practical experience in financial analysis, budgeting, forecasting, and process improvement initiatives. The intern will assist with tasks such as reconciling financial discrepancies, preparing variance analyses, and creating dashboards to track financial performance metrics. Additionally, the Financial Analyst Intern will collaborate with cross-functional teams, participate in financial planning meetings, and help drive insights that enhance operational efficiency and financial health. This position is ideal for a detail-oriented and analytical individual with a strong interest in financial management and business strategy. The intern will develop critical thinking skills and gain exposure to the tools, systems, and processes utilized by finance professionals in a dynamic business environment. Responsibilities and Duties: Financial Data Analysis: Assist in analyzing financial reports, and key performance indicators (KPIs). Identify trends and provide insights to support decision-making. Budgeting and Forecasting: Support the preparation of financial forecasts. Analyze the variances between actual results and projections and prepare variance reports. Data Collection and Reconciliation: Gather, organize, and validate financial data from multiple sources. Reconcile discrepancies in data to ensure accuracy. Reporting and Presentations: Prepare financial reports, dashboards, and presentations for internal stakeholders. Summarize data findings and present actionable insights. Process Improvement: Assist in identifying inefficiencies in financial processes and recommend improvements. Support the automation of manual reporting tasks. Ad-Hoc Analysis: Respond to ad-hoc requests for financial analysis or reports from managers or other departments. Assist in evaluating the financial impact of potential business decisions. System and Tool Support: Learn and utilize financial systems (e.g., ERP software like NetSuite, Excel, Power BI). Provide support in maintaining financial tools and models. Collaboration: Work closely with finance, accounting, and operations teams to support cross-functional projects. Participate in team meetings to contribute ideas and updates. Research: Conduct market or industry research to support financial models and business cases. Assist in benchmarking studies to compare company performance against competitors. Compliance and Documentation: Ensure financial records and reports adhere to company policies and regulatory standards. Document processes and findings to maintain transparency and accuracy. EMPLOYMENT STANDARDS General Education College: Current enrollment in an associate or bachelor's degree program from an accredited college or university Major: Accounting/Finance/or Business Administration Job-Related Experience: N/A Certifications: N/A Licenses, etc.: Valid driver's license is necessary when operating a vehicle while on agency business. CONDITIONS OF EMPLOYMENT Knowledge: Basic concepts of financial reporting, budgeting, accounting principles. Skills: High knowledge of MS Office suite of products including VB coding in Excel. Abilities: Critical thinking; Analytical skills Physical Demands: Work is light requiring lifting of computer equipment and involves typical office behaviors. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stoop, kneel, crouch, or crawl. The employee must regularly lift and move up to 10 pounds. Specific vision abilities this job requires include close vision and the ability to adjust focus. Work Environment: Work is performed in a typical office setting. Must be able to obtain and maintain eligibility for issuance of a NASA credential. Must be able to pass a pre-employment background check and drug test.

Please Note: This opportunity is different from our financial advisor hiring process for an existing opening. It allows you to express interest in an anticipated financial advisor position and seek to become prequalified. This means you can proceed now with completing the interview and assessment steps in our hiring process. When a future financial advisor opening arises, you will be considered among other prequalified candidates who can become registered and licensed and step into a financial advisor role. Please note that being prequalified does not guarantee you will be selected for a future financial advisor position. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Applications for this role are accepted on an ongoing basis. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Job Description Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry. Their approach emphasizes true partnership-pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers. About the Industrials Group Led by senior professionals, our client's Industrials Group serves as trusted advisors to investors and company leaders worldwide. Clients count on them to understand the industrials landscape and help turn ambitious goals into reality through M&A and private capital advisory services. The team has deep experience across sectors including: Building Products & Materials Chemicals & Specialty Materials Engineered Equipment, Products & Components Industrial Technology Packaging Why This Opportunity Stands Out This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled-professionals who are eager to be part of something bigger than themselves. As an Associate, you'll gain meaningful exposure to complex transactions and senior bankers from the start. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. This is a place where hard work is rewarded, where you'll be challenged to grow your skills rapidly, and where you'll develop into a future deal leader. The Role Our client seeks a talented Associate to join their Industrials Group in Richmond, VA. As an Associate, you will play a critical role in executing M&A transactions, working closely with Vice Presidents and senior bankers while guiding and mentoring Analysts. This position offers significant responsibility and client exposure as you develop your technical and leadership skills. You will be involved in all aspects of deal execution, from financial modeling and valuation analysis to client presentations and transaction coordination. Please note: Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States. Key Responsibilities Deal Execution & Analysis Execute sell-side M&A transactions across all phases of the deal lifecycle Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses Conduct comprehensive valuation analyses using multiple methodologies Perform detailed industry research, competitive analysis, and market assessments Prepare pitch materials, management presentations, and transaction marketing materials Coordinate due diligence processes and manage data room activities Support senior bankers in client meetings and presentations Team Collaboration & Development Work closely with Vice Presidents to manage deal workstreams and timelines Guide and mentor Analysts on financial modeling, analysis, and presentation preparation Provide feedback and coaching to junior team members Ensure accuracy and quality of all deliverables Collaborate effectively across deal teams and office locations Client & Market Engagement Participate in client meetings and calls alongside senior bankers Develop understanding of client business models, strategies, and industry dynamics Support business development initiatives and pitch preparation Stay current on market trends, transactions, and industry developments Required Qualifications 2-3 years of investment banking experience, with sell-side M&A experience preferred Strong financial modeling and valuation skills with high attention to detail Proficiency in Excel, PowerPoint, and financial databases Excellent analytical and problem-solving abilities Strong written and verbal communication skills Ability to manage multiple projects simultaneously and meet tight deadlines Bachelor's degree required; advanced degree or certifications preferred Demonstrated work ethic and ability to thrive in a fast-paced environment Team-oriented mindset with willingness to collaborate and support colleagues Willingness to travel up to 15% of the time Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire What Defines Success in This Role Our client's top-performing Associates demonstrate: Technical Excellence: Strong command of financial modeling, valuation techniques, and analytical frameworks with meticulous attention to accuracy Ownership Mindset: Proactive approach to problem-solving, taking initiative on projects, and driving work forward independently Team Leadership: Ability to effectively guide Analysts while collaborating seamlessly with Vice Presidents and senior bankers Client Focus: Understanding of client objectives and ability to tailor analyses and presentations to meet their needs Growth Orientation: Eagerness to learn, receptiveness to feedback, and commitment to continuous improvement Compensation & Benefits Highly competitive base salary commensurate with experience Performance-based bonus eligibility tied to company, business unit, and individual performance Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan Generous paid time off including vacation, holidays, and parental leave Structured training program and professional development resources Mentorship opportunities with senior bankers Clear path for advancement to Vice President

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

Job Description Virginia Spaceport Authority Internship Program gives students the chance to apply their education to real-world challenges through meaningful, hands-on projects. Top candidates are well-rounded students from a variety of backgrounds who demonstrate inquisitiveness, team-orientation, excellence, and resilience. At the time you apply for this announcement, you must be a degree seeking student who is enrolled or accepted for enrollment in an accredited educational institution on at least a half-time basis. SUMMARY General Description: The Financial Analyst Intern will support the finance and accounting teams in analyzing financial data, preparing reports, and contributing to key business decisions. This role provides a hands-on learning opportunity for a motivated individual to gain practical experience in financial analysis, budgeting, forecasting, and process improvement initiatives. The intern will assist with tasks such as reconciling financial discrepancies, preparing variance analyses, and creating dashboards to track financial performance metrics. Additionally, the Financial Analyst Intern will collaborate with cross-functional teams, participate in financial planning meetings, and help drive insights that enhance operational efficiency and financial health. This position is ideal for a detail-oriented and analytical individual with a strong interest in financial management and business strategy. The intern will develop critical thinking skills and gain exposure to the tools, systems, and processes utilized by finance professionals in a dynamic business environment. Responsibilities and Duties: Financial Data Analysis: Assist in analyzing financial reports, and key performance indicators (KPIs). Identify trends and provide insights to support decision-making. Budgeting and Forecasting: Support the preparation of financial forecasts. Analyze the variances between actual results and projections and prepare variance reports. Data Collection and Reconciliation: Gather, organize, and validate financial data from multiple sources. Reconcile discrepancies in data to ensure accuracy. Reporting and Presentations: Prepare financial reports, dashboards, and presentations for internal stakeholders. Summarize data findings and present actionable insights. Process Improvement: Assist in identifying inefficiencies in financial processes and recommend improvements. Support the automation of manual reporting tasks. Ad-Hoc Analysis: Respond to ad-hoc requests for financial analysis or reports from managers or other departments. Assist in evaluating the financial impact of potential business decisions. System and Tool Support: Learn and utilize financial systems (e.g., ERP software like NetSuite, Excel, Power BI). Provide support in maintaining financial tools and models. Collaboration: Work closely with finance, accounting, and operations teams to support cross-functional projects. Participate in team meetings to contribute ideas and updates. Research: Conduct market or industry research to support financial models and business cases. Assist in benchmarking studies to compare company performance against competitors. Compliance and Documentation: Ensure financial records and reports adhere to company policies and regulatory standards. Document processes and findings to maintain transparency and accuracy. EMPLOYMENT STANDARDS General Education College: Current enrollment in an associate or bachelor's degree program from an accredited college or university Major: Accounting/Finance/or Business Administration Job-Related Experience: N/A Certifications: N/A Licenses, etc.: Valid driver's license is necessary when operating a vehicle while on agency business. CONDITIONS OF EMPLOYMENT Knowledge: Basic concepts of financial reporting, budgeting, accounting principles. Skills: High knowledge of MS Office suite of products including VB coding in Excel. Abilities: Critical thinking; Analytical skills Physical Demands: Work is light requiring lifting of computer equipment and involves typical office behaviors. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stoop, kneel, crouch, or crawl. The employee must regularly lift and move up to 10 pounds. Specific vision abilities this job requires include close vision and the ability to adjust focus. Work Environment: Work is performed in a typical office setting. Must be able to obtain and maintain eligibility for issuance of a NASA credential. Must be able to pass a pre-employment background check and drug test.