Project Finance Associate Attorney
Finance representative job in Washington, DC
A national Am Law Top 100 firm is seeking a mid-level attorney to join its Washington, D.C. office. This position involves sophisticated transactional work supporting clients engaged in major energy and infrastructure initiatives across the U.S. and internationally.
Position Overview
The attorney will assist clients with a variety of complex commercial arrangements related to the development and operation of large-scale assets. Responsibilities may include:
Drafting and negotiating contracts connected to development, construction, supply, investment structures, and joint ventures
Reviewing long-form agreements and identifying key legal and business issues
Assisting in structuring commercial relationships and supporting clients through multiple phases of ongoing transactions
Coordinating deliverables and information across internal teams and external stakeholders
Supporting matters that require collaboration across offices and practice groups
This role provides meaningful responsibility, exposure to high-value work, and opportunities to engage with clients on long-term business matters.
Desired Qualifications
The firm is seeking candidates with:
4+ years of transactional experience in areas such as energy, infrastructure, finance, or other complex commercial transactions
Strong drafting and analytical skills
Ability to manage multiple active matters simultaneously
Clear communication skills and a collaborative approach
Admission to the Washington, D.C. Bar, or eligibility to obtain it
Interest in large commercial projects and multi-party transactions is beneficial.
Compensation
Salary range for Washington, D.C.: $320,000 - $400,000
Bonus eligibility
Full benefits package, including health coverage, retirement plans, paid leave, and professional development resources
About the Firm
The hiring organization is a national Am Law Top 100 firm with a broad platform and an international footprint. Attorneys work closely with colleagues across various offices and practice areas on sophisticated matters involving diverse industries. The culture emphasizes teamwork, professional growth, and opportunities to take on substantial responsibility from an early stage.
Join Our Talent Network - Counter Threat Finance Planner (Washington, DC)
Finance representative job in Washington, DC
**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 a 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**
+ High School diploma plus 10 years specialized experience or a bachelor's degree plus 5 years 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.
HIRING SALARY RANGE: $130K - $140K (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant internal equity, and alignment with market data.)
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) .
Financial Advisor
Finance representative job in Washington, DC
We are looking to add an experienced Financial Advisor(s) to our team. We are a SEC registered RIA firm that is relationship-focused, providing comprehensive wealth management and retirement income planning for a diverse client base. As an advisor on our team, you will use your knowledge and skills obtained through experience, education, and training to help ensure clients achieve their financial plans.
This position is a perfect opportunity for a Financial Advisor who wishes to be part of a Team, not in a large corporate organization, who wishes to consistently have a positive effect on people's financial lives. A growing business for over 30 years, our full service financial planning supports clients from wealth accumulation through retirement and wealth preservation.
The candidate for this position will need to possess the following:
Knowledge, Skills, and/or Abilities:
Demonstrate proficiency in financial planning principals
Possess a genuine interest in serving and caring for clients while being able to start and hold conversations to determine their financial objectives, risk tolerance, income, expenses, insurance coverage, tax status and/or other information needed to develop a financial plan.
Demonstrate a willingness to go above and beyond for exceptional customer service
Comfortable being a key component in a small team of professionals
Detail oriented with a commitment to accuracy
Demonstrate an understanding of financial markets and can effectively simplify complex financial concepts while building relationships with clients
Strong time management and organizational skills
Comfortable with multitasking and changing priorities.
Willingness to help improve and develop processes for the back office to better support advisor activities
Experience with Junxure, Morningstar, TD Ameritrade, SEI and American Funds a plus
Proficiency with Windows and Microsoft Office
Education and/or Requirements:
Polished, friendly, professional demeanor
CFP certificate, or in process
New Certified Financial Planner (“CFP”) considered depending on other experience, otherwise a minimum of 3 years of experience in financial services industry
FINRA Series 7 and 66 and or 65 strongly preferred
Ability to successfully pass a background and credit check
Experience in an independent financial services firm preferred
Bachelor's degree, preferably in finance, accounting, or related field
Impeccable SEC and FINRA record, clean U4
CPA or EA with personal income tax experience a very strong plus
Entry-Level Financial Advisor
Finance representative job in Washington, DC
Entry-Level Financial Advisor - Remote / Hybrid
Wisepath • OneLegacy Financial Group
Launch Your Career with Fortune-500-Level Support
Uncapped Earnings - Base draw plus commission, residual income, and performance bonuses.
Big-Firm Resources - National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
Mentorship & Training - Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
Flexibility & Autonomy - Remote or hybrid schedule that supports work-life balance.
Comprehensive Benefits - 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.
What You'll Do
Generate & Qualify Leads - Prospect by phone, email, social media, and networking events; screen for fit.
Build Relationships - Nurture prospects, request referrals, and coordinate meetings with senior advisors.
Support Clients - Address questions, surface needs, and introduce insurance and investment solutions.
Joint Work & Learning - Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
Expand Our Reach - Cultivate channel partners (business owners, associations, community groups).
What You'll Bring
Education: Bachelor's in Business, Marketing, or similar (or equivalent experience).
Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
Licensing: Life & Health license preferred-or commitment to obtain quickly (firm-sponsored).
We Provide
Compensation & Benefits
W-2 with 7.5 % FICA
401(k) with 6 % match
Medical, dental, vision, life & disability coverage
National recognition programs and chairman's trips
Career Launch Package
Licensing fees and study materials paid
Structured 90-day ramp with dedicated mentor
Marketing leads, digital tools, and administrative support
Clear pathway to Senior Advisor, Recruiting, or Leadership tracks
Your Next Step
Ready to turn ambition into a rewarding advisory career?
OneLegacy Financial Group - Your success starts here.
Auto-ApplySr. Financial Advisor
Finance representative job in Washington, DC
Great Hill Solutions, LLC is part of the Seneca Nation Group (SNG) portfolio of companies. SNG is Seneca Holdings' federal government contracting business that meets mission-critical needs of federal civilian, defense, and intelligence community customers. Our portfolio comprises multiple subsidiaries that participate in the Small Business Administration 8(a) program. To learn more about SNG, visit the website and follow us on LinkedIn.
Our team of talented individuals is what makes us successful. To support our team, we provide a balanced mix of benefits and programs. Your total rewards package includes competitive pay, benefits, and perks, flexible work-life balance, professional development opportunities, and performance and recognition programs. We offer a comprehensive benefits package that includes medical, dental, vision, life, and disability, voluntary benefit programs (critical illness, hospital, and accident), health savings and flexible spending accounts, and retirement 401K plan. One of our fundamental principles is to offer competitive health and welfare benefits to our team members, providing coverage and care for you and your family. Full-time employees working at least 30 hours a week on a regular basis are eligible to participate in our benefits and paid leave programs. We pride ourselves on our collaborative work environment and culture, which embraces our mission of providing financial and non-financial benefits back to the members of the Seneca Nation.
Great Hill is seeking a Sr. Financial Advisor in Washington, D.C. The objective of this work is to be the Sr. Financial Advisor to the DCFO, Division Chief, Financial Systems / M/CFO/FS office. Duties and Responsibilities, but not limited to:
Provide technical input and financial management expertise for the execution of USAID program closeout, ensuring alignment with Agency priorities and resource availability.
Participate in the preparation of program closeout associated documents - to include implementation plans, concept notes, activity monitoring, and procurement drawdown.
Develop technical briefs, guidance documents, and presentations that synthesize complex information for a variety of audiences.
Coordinate with internal and external stakeholders, including interagency working groups, implementing partners, and donor coordination platforms - as appropriate to accomplish the Agency's current operational objective.
Align Agency policy and management platforms with Federal law, Presidential initiative or directive, regulations, and international agreements governing the use of foreign assistance.
Required Qualifications:
Bachelor's degree
Minimum 15 years' experience in Federal Financial Management
Proficiency in Microsoft Office, Google Workspace, and research tools.
Strong organizational, communication, and analytical skills.
S. Citizenship; Public Trust clearance eligibility required.
Desired Skills and Core Competencies:
Technical Expertise & Advisory Skills
Policy Interpretation, Integration, & Compliance
Project Management & Analysis
Oral & Written Communication
Adaptability & Problem Solving
Equal Opportunity Statement:
Seneca Holdings provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex/gender, sexual orientation, national origin, age, disability, marital status, genetic information and/or predisposing genetic characteristics, victim of domestic violence status, veteran status, or other protected class status. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation and training. The Company also prohibits retaliation against any employee who exercises his or her rights under applicable anti-discrimination laws. Notwithstanding the foregoing, the Company does give hiring preference to Seneca or Native individuals. Veterans with expertise in these areas are highly encouraged to apply.
Auto-ApplyFinancial Advisor with Training
Finance representative job in Washington, DC
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. 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 an entrepreneurial spirit, 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.
Spring 2026, Finance Internship, Economic Studies (Job ID 2025-3720)
Finance representative job in Washington, DC
Thinking about a career in public policy? Committed to improving the world we live in? Think Brookings - one of the most influential, most quoted and most trusted think tanks!
Interns spend approximately 12 weeks working alongside leading experts in government and academia from all over the world. Brookings also offers students the opportunity to intern in departments such as communications, human resources and central operations management. The mission of the Internship Program is to provide students with a pre-professional learning experience that offers meaningful, practical work experience related to their field of study or career interest. Students engage in career exploration and development as well as learn new skills.
Interns will have the opportunity to attend meetings, think tank events, professional development workshops, and public Brookings events. In addition, interns will have the opportunity to network with other interns throughout the Institution.
This internship is an opportunity for undergraduate students in their junior or senior year and graduate students pursuing a masters degree with an interest in finance administration to apply principles and theory learned in the classroom in a professional environment. PhD students are not eligible for internships; please visit our Careers page for current open positions. This internship pays an hourly rate of $18.00; applicants must be willing to commit to working at least 20 hours per week during regular business hours, with some flexibility around an academic course schedule.
To learn more about Brookings research programs, click here.
Position Location: This is a hybrid opportunity. Hybrid positions combine regular in-person presence at our Washington, DC, office with the option of remote work. Remote work applicants may not work from the following states: Alaska, California, Colorado, Hawaii, Illinois, Maine, Michigan, Oregon, Rhode Island, and Washington. Please only apply if you can live and work in states other than those listed above for the duration of the internship.
Responsibilities
The Finance Intern will work in an office and team environment, and assist with finance support of Economic Studies. This internship is designed to build on interpersonal skills, such as writing and verbal communication and relationship management; organizational skills; and project management.
The intern will be exposed to the non-research, administration side of Brookings, and learn how the program operates. Interns may work on a variety of tasks including financial and expense analysis, financial trend mapping, monthly program dashboard updates, drafting agreements, and participating in planning meetings with research scholars.
Qualifications
Education/Knowledge/Skills:
Applicants should be undergraduate students in their junior or senior year or graduate students pursuing a masters degree with a major in finance, business, math, or related fields. A strong interest in economics and public policy is useful. Applicants should be proficient in Excel to perform analysis with large data sets. A successful applicant will have a strong team work ethic, attention to detail, and a belief that no task is too big or too small.
Additional Information:
This internship requires you to be located in the U.S. for the duration of the internship.
Successful completion of a background investigation is for interning at Brookings.
Brookings requires that all applicants submit a cover letter and resume. Please submit your resume as instructed and include your cover letter as a separate attachment when you apply. You are required to submit/attach a separate cover letter for each internship application. Your cover letter should highlight your educational experience and skills, along with an explanation of how this internship will contribute to your professional goals.
Please address your cover letter to Hiring Manager.
If selected as a finalist for the internship, you will be required to submit two letters of recommendation or provide two professional references.
Please note: Applications will be accepted until November 1, 2025. Applications not completed and submitted by the application deadline date will not be considered. Your application is considered complete when you receive an email confirming that your application was successfully submitted.
As you are applying, please be sure to click here to learn more about the Brookings Internship Program, deadlines, and directions on how to successfully submit your internship application(s).
Brookings welcomes and celebrates diversity in all its forms, including diversity of experience, thought, and personal background. We welcome applications that reflect a variety of backgrounds based on ideology, race, ethnicity, religion, national origin, gender, sexual orientation, gender identity or expression, disability, veteran status, first generation college goers, and other factors protected by law. Brookings is proud to be an equal-opportunity employer that is committed to promoting a diverse and inclusive workplace. All selection decisions are based upon merit, skills, abilities and experience.
Auto-ApplyFinancial Solutions Advisor - Washington DC Market
Finance representative job in Washington, DC
Washington, District of Columbia;Rockville, Maryland; Bethesda, Maryland; Washington, District of Columbia; Silver Spring, Maryland; Washington, District of Columbia; Rockville, Maryland **To proceed with your application, you must be at least 18 years of age.**
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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.
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**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.
Advisor, Finance Operations
Finance representative job in Washington, DC
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
In-Person Licensed Therapist To Join DC Practice
Finance representative job in Washington, DC
THE OPPORTUNITY:
Develop rewarding, long-term therapeutic relationships with motivated, psychologically aware patients.
Focus time and energy on your real passion for providing therapy and developing your skills as a clinician.
Provide psychotherapy in a fee-for-service practice mainly to couples, but have opportunities to work with individuals.
EMPLOYMENT TYPE:
Full-time (30 direct clinical hours per week).
ABOUT THE THERAPY GROUP OF DC
Therapy Nerds Work Here. We recognize strengths and potential in our psychologists who we know make a profound difference and bring about lasting change.
We love what we do. We get geekily excited to invest in and develop the infrastructure, technology, and outreach that is key to building and maintaining a thriving group practice.
Psychotherapy transforms lives. We are an established practice in downtown DC celebrating over 20 years of serving our community. Consider joining us if you're seeking a long-term home in a group practice.
Requirements
SUCCESSFUL CANDIDATES SHOULD HAVE THE FOLLOWING:
Excellent therapeutic rapport-building and interpersonal skills.
Strong orientation for collegiality.
Licensed (or licensed-eligible) in the District of Columbia.
Committed to multiculturally competent practice.
Interested in and experience working with gay, lesbian, bisexual, and gender-diverse clients.
Commitment to working in a group practice.
Benefits
COMPENSATION AND FINANCIAL PERKS:
Annual income starts at approximately $100,000.
Dental, Vision, and Health Insurance
401k Match (after one year of employment)
INTENTIONAL PRACTICE & PROFESSIONAL DEVELOPMENT PERKS:
Ongoing case conference supervision group to continuously sharpen your clinical expertise.
Opportunity to give back to our community and train tomorrow's leading practitioners by becoming involved with the Capital Therapy Project, our innovative low-fee psychodynamic therapy training institute.
Auto-ApplyUndergrad Intern - Finance (Summer 2026)
Finance representative job in Washington, DC
**Join Amgen's Mission of Serving Patients** At Amgen, if you feel like you're part of something bigger, it's because you are. Our shared mission-to serve patients living with serious illnesses-drives all that we do. Since 1980, we've helped pioneer the world of biotech in our fight against the world's toughest diseases. With our focus on four therapeutic areas -Oncology, Inflammation, General Medicine, and Rare Disease- we reach millions of patients each year. As a member of the Amgen team, you'll help make a lasting impact on the lives of patients as we research, manufacture, and deliver innovative medicines to help people live longer, fuller happier lives.
Our award-winning culture is collaborative, innovative, and science based. If you have a passion for challenges and the opportunities that lay within them, you'll thrive as part of the Amgen team. Join us and transform the lives of patients while transforming your career.
Undergrad Intern - Finance (Summer 2026)
**What You Will Do**
Let's do this. Let's change the world. During this 10-13 week program, you will have the opportunity to partner with Amgen's finance leaders and experience our mission-driven culture firsthand.
Each summer intern will be placed on a team and assigned a meaningful project that's tied directly to our strategic and tactical goals. These projects give interns the opportunity to think analytically, build a strong foundation in corporate finance, and gain valuable experience in the biotechnology industry. Throughout the summer, each intern will benefit from the support and guidance of their manager, assigned mentor, teammates, fellow interns, recruiting team members, and the greater Amgen community. Upon successful completion of the summer experience, interns will be evaluated for a full-time position post-graduation.
+ Develop a highly differentiated set of technical and financial skills as you tackle a challenging project and prepare a presentation for the greater finance organization
+ Gain a deep understanding of your functional team and how it contributes to Amgen's success. Potential team placements include Financial Planning & Analysis, Treasury, Accounting, Tax, Corporate Audit, and Corporate Services
+ Collaborate with fellow interns in a week-long multidisciplinary case study competition that will expose you to various aspects of our business including operations, sales and marketing, and forecasting
+ Attend weekly lunches with Amgen executives and engage personally with leadership
+ Network with colleagues across the company and enjoy full access to Amgen's Employee Resource Groups
**What We Expect of You**
We are all different, yet we all use our unique contributions to serve patients. The passionate and driven individual we seek exemplifies the following qualifications:
**Basic Qualifications:**
Amgen requires that all individuals applying for an undergrad internship or a co-op assignment at Amgen must meet the following criteria:
+ 18 years or older
+ Currently enrolled in a full-time Bachelor's Degree program from an accredited college or university with a 3.0 minimum GPA or equivalent
+ Completion of one year of study from an accredited college or university prior to the internship commencing
+ Enrolled in a full-time Bachelor's degree program following the potential internship or co-op assignment with an accredited college or university
+ Must not be employed at the time the internship starts
+ Student must be located in the United States for the duration of the internship OR co-op
**Preferred Qualifications**
+ Concentration in Economics, Business Administration, Biotechnology Management, Accounting or Finance
+ Graduation in either December 2026 or Summer 2027
+ Ability to demonstrate an understanding of basic financial analytical principles
+ Effective communication and organizational skills
+ Strong analytical skills with attention to detail
+ Ability to manage competing priorities and meet deadlines in a fast-paced environment
+ Experience with Microsoft Excel and PowerPoint
+ Strong team mentality and ability to collaborate effectively with colleagues on complex assignments
+ Prior work experience in biotechnology, pharmaceutical or healthcare industry
+ Provide Cover Letter
**What You Can Expect of Us**
As we work to develop treatments that take care of others, we also work to care for your professional and personal growth and well-being. From our competitive benefits to our collaborative culture, we'll support your journey every step of the way.
The base pay range for this opportunity in the U.S. is $24.70 - $28.30 per hour.
+ Build a network of colleagues that will endure and grow throughout your time with us and beyond.
+ Bring your authentic self to the table and become the professional you're inspired to be through accepting a culture that values the diversity of thought and experience and will flex to your strengths and possibilities.
+ Participate in executive and social networking events, as well as community volunteer projects.
**Apply now and make a lasting impact with the Amgen team.**
**careers.amgen.com** Please search for Keyword R-225063
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
**Application deadline**
Amgen does not have an application deadline for this position; we will continue accepting applications until we receive a sufficient number or select a candidate for the position.
As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients. Together, we compete in the fight against serious disease.
Amgen is an Equal Opportunity employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other basis protected by applicable law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Research Intern, Industry & Financial Analysis Summer 2026
Finance representative job in Washington, DC
Provides research assistance to the senior director, assistant director, and senior economists. Under their direction, analyzes economic, financial, and fund industry developments and trends. This internship will take place over a two-month period from June-July.
MAJOR DUTIES AND RESPONSIBLITIES
Conduct qualitative and quantitative research on industries, markets, and companies.
Prepare research briefs, presentations, and dashboards for internal and external use.
Monitor industry news, regulatory developments, and competitive landscapes.
Collaborate with cross-functional teams to support strategic initiatives.
Maintain accuracy and attention to detail in all assigned tasks.
MINIMUM JOB REQUIREMENTS
Knowledge, Skills and Abilities Requirements
Strong attention to detail and accuracy.
Strong analytical and problem-solving skills.
Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ, FactSet).
Proficiency in statistical tools (e.g., Python, R).
Excellent written and verbal communication skills.
Curiosity, initiative, and a passion for research and financial markets.
Education & Experience
Currently pursuing an undergraduate degree in Economics, Statistics, Finance, or related field.
Based in Washington, DC, ICI is conveniently located next to McPherson Square Metro station. This opportunity is hybrid with a maximum of three days in the office per week. To learn more about ICI, visit ************
To be considered for the internship, please provide your resume and transcript.
ICI is an Equal Opportunity Employer that values diversity in the workplace.
Auto-ApplyResume Bank
Finance representative job in Washington, DC
This is a posting for American Bridge 21st Century's, a progressive research and communications organization dedicated to holding Republicans accountable for their words and actions, resume bank for future opportunities in its various Research, Communications, and Tracking Departments.
All positions are currently remote but will ultimately be based in Washington, D.C, unless otherwise noted within the specific posting.
American Bridge 21st Century PAC is an Equal Opportunity Employer. Applicants of diverse backgrounds are welcomed and encouraged to apply. We offer a competitive salary and a strong benefits package.
American Bridge 21st Century is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.
Resume Bank
Finance representative job in Washington, DC
Job DescriptionHouse Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes:
- Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more!
House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Private Client Banker - Chevy Chase - Washington, DC
Finance representative job in Washington, DC
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinancial Services Policy Internship - Spring 2026 - PAID
Finance representative job in Washington, DC
The American Action Forum is a forward-looking, non-profit policy institute dedicated to keeping America strong, free, and prosperous. It seeks to promote common-sense, innovative, and solutions-based policies that will reform government, challenge outdated assumptions, and create a smaller, smarter government that will serve its citizens better. As a unique, fast-paced “action” tank, we use the modern tools of communications to deploy ideas; engage Americans in the debate over the boundaries of government policy, personal freedoms, and market incentives; and educate and challenge the media to explore these issues and shape the next generation of political leaders.
Internship Summary
As an intern in the financial services policy issue area, you will report directly to Thomas Kingsley, Director of Financial Services Policy, at the American Action Forum. Thomas joined the American Action Forum from the private sector, working in financial services management consultancy across Europe and the United States. The majority of his career has been at PricewaterhouseCoopers in London and New York, but he was also previously a senior policy advisor to the Institute of International Finance, specializing in insurance and international regulatory harmonization. Thomas has an MA and a BA in Law from Oxford University, Queen's College.
A few examples of potential projects as an intern in the Financial Services Policy Internship Program include:
Research, write and edit primers
Write blogs and op-eds about financial services policy topics
Compile data and produced graphs for an online chart book
Research and write longer, in depth, papers
Responsibilities
As part of the internship, your responsibilities will include but are not limited to the following:
Research assistance: Interns will provide research assistance and data collection for their issue area director
Event attendance: Interns will attend Capitol Hill hearings, private speaker events, and events held by other DC think tanks to analyze and report on the information presented
Forum event support: Interns will help promote, run, and evaluate all Forum events
Portfolio and final presentation: Interns will create a portfolio of their work completed at the Forum and give a brief presentation on a topic of their choice
Qualifications
Excellent writing ability and communication skills
An interest in the politics and policies of center-right conservatives
Self-starting attitude
Prior coursework in economics, business, real estate or related experiences
Strong quantitative skills are highly desired
Data collection from Fed and industry sites is preferred
Hours and Compensation
Interns must be available for 20 to 29 hours per week in our DC office
Interns will be provided an hourly wage
Interns will use their own computer/equipment
This is a part-time, paid internship
How to Apply
Please include in your application a preferred start date, resume, cover letter, and writing sample of less than 1,000 words.
Documents must be submitted as a PDF file with the following file name:
Resume: LastName_Resume_FS
Cover Letter: LastName_CL_FS
Writing Sample: LastName_WS_FS
(Example: Jane Doe's Resume - Doe_Resume_FS)
Auto-ApplySpring '26 Campaign Finance Intern
Finance representative job in Washington, DC
Spruce Street Compliance is a political and nonprofit compliance consulting firm based out of Philadelphia, PA and Washington, DC. Our firm is committed to supporting progressive causes and candidates nation-wide through comprehensive financial management. The Campaign Finance Intern will work in-person in our DC office with our current Compliance Associates to complete the daily tasks associated with oversight and compliance for our clients. This position will report to the firm's Associates. Responsibilities· Picking up client mail and donations from local fundraising offices· Assist with client data entry and bank deposits· Compose and mail out compliance correspondence· Tasks assigned by Managers and Principal Experience and Skills· Strong attention to detail and organizational skills· Familiarity with Microsoft Office and/or Google Workspace· Ability to manage multiple projects at once and meet strict deadlines· Willingness to take initiative· Commitment to supporting progressive causes· Commitment to working within a diverse and inclusive work space Spruce Street Compliance is a woman-owned political consulting firm committed to paying interns and training the next generation of political staffers ready to make a difference for American Politics and Democracy! Prioritizing a positive and comprehensive experience for interns is crucial to our firm's success.
Please do not contact the firm to discuss your application. We will reach out to selected applicants by email to schedule further conversation. Spruce Street Compliance is an equal opportunity employer and committed to diversity, equity, and inclusion among its staff. The firm strongly encourages candidates from diverse backgrounds to apply and will hire based on qualifications of the candidate without regard to race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military or veteran status.
$18 - $18 an hour
We also offer academic credit and are members of the DC SmartBenefits Program.There are no health benefits with this position.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplyCollege Financial Representative, Internship Program
Finance representative job in Washington, DC
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyAdvisor, Finance Operations (Medical Customer Rebates)
Finance representative job in Washington, DC
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions
+ Calculation of rebates for accruals and payouts
+ Preparing audit packages and submit for approval
+ Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts
+ Provide detailed reporting for completed payouts
+ Validating GPO Admin fee data for monthly payouts
+ Own and manage any Admin Fee escalations to resolution
+ Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely
+ Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders
+ Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts
+ Maintain and enhance SOX internal control structure
+ Help support current payout and reporting requests and processes
+ Work with manager on more complicated customer and transaction activities
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred
+ Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP)
+ Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP 1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Digital Resume Bank
Finance representative job in Washington, DC
AB PAC - the largest research, tracking, and rapid response operation in the Democratic Party - is focused on holding Republicans accountable and helping deliver Democratic victories. American Bridge 21st Century not only brings to light what Republicans are saying behind closed doors, but also runs large-scale paid media programs that center storytellers and utilize a data-driven approach to achieve the greatest impact.
The Digital Team works closely with the Communications Department to push American Bridge's messaging across online channels, amplifying earned media coverage and shaping the narratives around key elections across the country. While our primary focus is creating and sharing content on social media, we also manage an advanced website presence as well as a digital fundraising operation.
If you are interested in learning more about the team and our work, please follow the link provided to upload your resume. Applicants of diverse backgrounds are welcomed and encouraged to apply.
American Bridge 21st Century / AB PAC is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, gender expression or identity, and disability.
We offer a competitive salary and a strong benefits package.
American Bridge 21st Century / AB PAC is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.