Finance Consultant Jobs in Suffolk, VA

Emerge is actively recruiting for a Senior Financial Analyst for a fantastic client in their Hampton, VA manufacturing facility. Reporting to the Plant Controller, this individual will have a demonstrated ability to achieve results, and the passion to put that experience to work to lead activities and support the plant/location team to achieve manufacturing excellence. The position requires 3-5+ years FP&A experience in a manufacturing environment. Our client is dedicated to rapid, profitable growth through operational excellence and career development. If you are an energetic professional who wants to be a part of a dynamic team, we encourage you to apply! Job Summary: The Senior Financial Analyst partners with plant leadership and segment leaders to provide financial analytics that drive business results in support of the short-term and long-term goals and objectives of the department and the plant. The position delivers analysis as part of finance, linking financial results to operational performance drivers. The ideal candidate for this position is resourceful, a good problem solver and organized; assuring a steady completion of workload in a timely manner is key to success in this position. The successful candidate will have a strong commitment to ethics and integrity. Responsibilities: Identify key levers to drive business improvement and provide leadership to ensure implementation of business improvement opportunities. Determine, in conjunction with plant management, targeted goals for performance measures of quality, productivity, delivery, cycle time, inventory optimization and profitability. Deploy business unit initiatives. Daily reporting management, monthly forecasting, and annual planning. Analyze data for decision making and tracking performance progress. Coordinate capital appropriation process and post-project reviews Ensure completion of Sarbanes-Oxley requirements for internal controls. Perform job duties in a safe and efficient manner. Comply with business unit financial reporting requirements. Expectations: Enterprise minded -understand the needs of the business and how decisions affect P&L, balance sheet and future capabilities, influences capex based on broad business case. Responsive expertise - prepared with information to help support decision making both upon request and future planning based. Compliance - organized and aware of legal and local ramifications to decisions and practices; proactively prepared for audits. Data-oriented - anticipates and solves problems from a data-informed perspective; forecasts accurately and tracks closely; supports interventions in ways that influence numbers. Involved and curious - spend time on the shop floor to understand business in greater detail; seek to make improvements and strengthen partnerships through relationship and comprehension; understand operational consequences of decisions. Analysis - review decisions and data ex post facto to glean increased understanding; incorporates learning into future decision-making support. Accountability - compare business case to actual performance and collaborate with the Controller and plant leaders to ensure success of investments. Interpretation and translation - able to tell a story with the data; brings life to the numbers through observation and familiarity with the business. Prioritization - understands market and organizational conditions and prioritizes efforts; accordingly, supports the management of tension between revenue and costs, etc. Communication - proactively provides information about data, forecasting and financials to enable best possible decision-making for individual leaders and the organization; seeks information from others and disseminates accordingly as a conduit or hub. Basic Qualifications: Bachelor's in Finance/Accounting or related field from an accredited school. Minimum 5 years of experience in Finance or Accounting in a manufacturing environment. Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for the position. This position entails access to export-controlled items and employment offers are conditioned upon an applicant's ability to lawfully obtain access to such items. Preferred Qualifications: Qualified Accountant, CPA, CMA, and/or MBA. High proficiency in MS Office software, experience in using queries, including Essbase, Hyperion, Oracle or similar systems. Advanced Excel skills. If you are qualified for this position, please click "apply now" or send resume to Elaine McKenna, Sr. Search Consultant, at *******************************. Thank you in advance, however, only qualified candidates will be contacted. #IND2 Who is Emerge? We are a global talent solutions company working with clients all over the world. We deliver managed sales, services, marketing, and business solutions to our clients. We are committed to your success, working quickly and efficiently to provide tangible, measurable results.

Essnova represents a broad array of specialized talents, technologies, and proven program success across forty-three federal agencies and technology and professional services departments. Essnova is the 11th fastest growing federal contractor in the United States. We are driven by mission priorities, innovative solutions, uncompromised excellence in customer support, and best practice models. Working with Essnova requires familiarity with a fast-paced atmosphere, excellence in professionalism, versatility in skills, unquestionable ethics and integrity, and a task-oriented nature. Essnova is seeking a Principal Management Analyst to join the Essnova Team on-site in Suffolk, Virginia. The ideal candidate will provide stellar, Mid-Level customer support to our government client, Joint Chief of Staff, involving the execution of Defense Travel System (DTS) Program authorizations, vouchers, and local vouchers. Job Duties: Attend meetings pertaining to areas of responsibility and prepare notes and documents highlighting major topics of interest. Generate, extract, and monitor various spreadsheets and reports for highly executive/elite travelers. Exercise control while aiding within a hectic environment of heavy level of administrative duties daily. Proficient with time and data management tools and techniques to achieve performance objectives. Serve as the initial DTS Reviewer of all required travel documents on a daily, weekly, monthly and/or quarterly frequency, as required. Monitor and track all authorizations and vouchers in DTS - and research, collect data, and effectively communicate any incorrectly processed documents. Provide sound judgment and advice to travelers and Approving Officials (AO) in accurately completing various DTS travel or related documents following internal and external policies and procedures. Aid with correcting, clearing up suspended or rejects and provide follow up to ensure action has been completed. Input information provided by the RAMO Budget Analysts into the Defense Agencies Initiative (DAI) system to facilitate the issuance of financial documents for the procurement of required products and services to support the Joint Force Developer mission. Maintain tracker log from documentations in the Funding Document Requests (FDR). Review government purchase card transaction log and follow up with customers to ensure they provide the GPC Cardholder with the requisite invoice upon receipt of purchased materials to facilitate government lead's invoice payment. Unliquidated Obligation (ULO) Research Support. Information archiving. Assist RAMO and Comptroller acquisition personnel by responding to questions and providing amplifying information as needed. Minimum Requirements: Associate's degree in related industry or equivalent experience 8+ years of practical DTS experience utilizing various DTS applications to provide effective and efficient program employment in executing the organization's travel requirements. Must hold an Active Secret Security Clearance Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.) Must be able to provide support for major projects in multiple areas. Ability to train and supervise others in DTS programs and websites. Minimum Qualifications: Knowledge of current relevant guidance including the Joint Travel Regulation (JTR), the Department of Defense Financial Management Regulation (DoD FMR), and DoDI 5154.31, Travel Programs. Working knowledge of processing travel authorizations and travel vouchers, using DTS Knowledge in reviewing, uploading, and downloading of DD Form 1610 (Request and Authorization for TDY Travel of DoD Personnel), DD Form 1351-2 (Travel Voucher or Sub-voucher) and Constructive Travel Worksheet (CTW). DTS experience to include DTS travel documents, Non-DTS Entry Agent (NDEA) functions, cancellation procedures, constructed travel, Fiscal Year (FY) crossover, group travel, itinerary changes, routing lists, and reports. Understanding of DoD policies for protection of Personally Identifiable Information (PII) Preferred Skills: Ability to work on multiple concurrent projects. Ability to adapt to various people and working styles under tight deadlines. Ability to work beyond regular scheduled hours. Possess excellent leadership, communication, prioritization, and organizational skills. Editing skills; excellent knowledge of grammar and punctuation. Essnova Solutions, Inc. is proud to be an Equal Opportunity Employer. We comply with all associated and required Federal Regulations and affirm that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Essnova performs E-Verification on all Employees

Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to grow, we are looking for passionate, goal oriented, creative individuals with an entrepreneurial spirit and great communication skills. Harbor Group is dedicated to outstanding customer service and providing exquisite living experience for our residents. Treasury Sr. Analyst - Fund Investments Norfolk, Virginia JOB PURPOSE: This position is responsible for assisting with the management and monitoring of daily Treasury activities, monitoring investments, reporting on the liquidity of bank accounts, assisting in the development of bank relationships, and ensuring Treasury policies and procedures are consistently applied. ESSENTIAL DUTIES AND RESPONSIBILITIES: Includes the following but are not limited to the job specifications contained herein. Additional duties or job functions that can be performed safely may be required as deemed necessary by Harbor Group Management Company. Perform daily corporate cash management activities Develop and maintain relationships with property personnel and other internal departments Provide customer service to research and resolve bank related items Act as a Treasury liaison with the company's business units in setting up new banking accounts, services, and handling bank inquiries and related matters Set-up login access for online banking for property personnel and respond to requests for password resets and changes needed for login access Work with internal departments and multiple banks to close bank accounts when needed Support corporate accounting, corporate tax, financial planning, internal audit and other functions as they relate to Treasury transactions and entity structures Track and analyze bank account fees. Work with various banks on questions and adjustments to fees charged and make recommendations for fee savings Provide support on all banking service projects such as treasury workstation, bank software or other treasury technologies; perform research as needed related to the evaluation of new banking products Initiate and execute funds movement via wires, ACH and internal bank transfers upon receiving proper approvals Assist other departments (e.g., Audit, Accounting) with month-end, quarter-end and ad hoc transfer requests as needed Provide notifications of completed activities to appropriate property accountant(s) for them to book to the ledger Act as an administrator for all treasury systems to include but not limited to CashPro, Paymode, Kyriba Assist in reviewing and maintaining investment activity for various Fund platforms. Track bond and repo activity. Acts as a back-up for processing deposits. Preparing and processing of various deposits received from other internal departments Acts as a back-up for processing cash reconciliation items. Assisting with deposit adjustments, not sufficient funds (NSF) notifications and merchant charge backs to ensure items are processed promptly Annual cleanup of Treasury documents required under the Company's document destruction and retention policies Responding to internal and external audit requests for treasury related audit documentation Recommend and implement solutions to strengthen operational controls and incorporate best practices. Review and approve all non-repetitive wire transfers; ensure transactions have appropriate documentation and authorization Resolve any denials and/or fraud situations in an urgent manner Lead and assist with Treasury projects and initiatives Interact professionally with members of senior management QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in finance or related field required, or equivalent combination of education and experience 2-4 years of relevant experience in Corporate Finance; experience in Treasury operations/Banking a plus Knowledge of the banking industry and technical knowledge of bank products Proficient in Microsoft Office, especially Excel Ability to work independently and determine and develop approaches to problems Ability to multi-task in a fast-paced environment Strong analytical skills, with attention to detail and high degree of accuracy Excellent verbal and written communication skills Organizational skills and ability to prioritize to meet tight deadlines and succeed in a dynamic environment The Perks: Beautiful downtown office building offers amenities such as free, covered parking, on-site fitness facility, on-site dining, car washing service, and outside green space with views of the Elizabeth River. A comprehensive benefits package that includes an extensive list of health & retirement options. An environment that supports learning & development, along with an education assistance program. What We Offer: Competitive Salaries & Bonuses Medical, Dental & Vision Plans 401(k) Plan with Employer Matching Contributions Paid Personal Time & Holidays Flexible Spending Accounts Free Long-Term Disability Free Life Insurance Short Term Disability Health Savings Account with Employer Contributions Wellness Perks FinFit Health Finance Program Employee Apartment Discount Employee Referral Program Employee Recognition & Awards Employee Assistance Program Volunteer & Community Service Opportunities Tuition Reimbursement #LI-KP1 Veteran Friendly This pre-employment application will be given every consideration, but its receipt does not imply that the applicant will be employed. Each question should be answered in a complete and accurate manner as no action can be taken on this application until all questions have been answered. Harbor Group Management is proudly an Equal Opportunity Employer EOE/M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. Other details Job Family Finance & Accounting Pay Type Salary

Financial Assistance Advisor will work at ECPI University's Virginia Beach, VA campus location. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor's and Master's Programs. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum. Visit *********************** to learn more about how you can help people improve their lives through education. Position Summary Are you seeking a financial advising career at a university that promotes the enhancement of each student's professional and personal life through education? Then a career as a Financial Assistance Advisor with ECPI University may be for you!! The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals. Responsibilities Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student. Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines. Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process. Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns. Qualifications Education/Experience Bachelor's degree preferred. 2-3 years of related experience. Any equivalent combination of education, experience, and/or training. Skills/Abilities Proficiency in Microsoft Office. Proficiency in CampusVue Student database, preferred. Utilizing AI tools preferred. Well-developed oral and written communication skills. Excellent organizational and analytical skills. Ability to quickly master new methodologies, technologies, and systems. Ability to handle a high-pressure environment with significant timeline pressures. Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service. Ability to work independently and with a team as well as with various constituents. Benefits of Employment ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University, click HERE. Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.

Welcome Financial Advisor Candidates Someone Who CARES encourages you to learn about opportunities in our three core areas as a Financial Advisor working with clients. The rewards for a Financial Advisor are outstanding. While we offer our clients sophisticated solutions that simplify their lives, we offer you the ideal place to build your career. SWC Financial Advisors are driven to be the best; they have a passion for excellence and work to exceed their clients' expectations. They listen to their clients' life goals and develop financial strategies to achieve their objectives. Our company offers integrated and comprehensive products and services across all businesses, leveraging the best of local knowledge and national expertise. Our Financial Advisors have the power to deliver what their clients want and need. An ideal candidate would have the following: Be open minded and willing to learn our process for working with clients and developing their business. Either have a series 65/66 license or capable of passing the test. A current client base and/or relationships with 50 plus people. Client could be insurance, securities, advisory, tax preparation, etc. or any financial service relationship. History of success, professional, and believes in planning and goal setting. Really cares about helping people and providing solutions that are best for their clients. Understands that the financial services business is rapidly changing. Wants to convert from “selling a product” to building long term value based relationships. Positive Attitude Financially Stable The Benefits of Becoming an Advisor Our system provides real value. The BENEFITS are TANGIBLE, SPECIFIC, and MEASURABLE. Our proven systems will help: - Have a business strategy to succeed in the competitive and changing financial services business - Feel good knowing you make a difference - Enhance your ability to build and sustain long term relationships - Have client relationships based on services and processes, not products and transactions - Attract and manage more client assets and cash flow - Leverage technology to simplify and as a competitive advantage - Convert your “job” to a “business” - Achieve Maximum and Sustainable “Net” Earnings - Increase your profitability and create a business that has marketable value - Free up your time with improved time management - Control and balance your personal and business demands - Eliminate or reduce stress, worry, and negative surprises - Have more FUN! WE WILL SIMPLY MAKE LIFE BETTER FOR YOU!

Senior Market Financial Advisor - Pre-Scheduled Clients & Six-Figure Potential 📍 Must live and be licensed in the state you're applying for Are you a seasoned Financial Advisor, Insurance, or Annuity Professional looking to take your career to the next level? If you're tired of cold calling and chasing leads and want to focus on what you do best-helping clients secure their financial future-this is the perfect opportunity. 🚀 Why This Role is Different Unlike traditional financial advisor roles, we provide you with 8-12 pre-scheduled appointments every week. Thanks to our exclusive partnership with an established estate planning organization, you'll meet with high-intent clients who are already in the mindset to discuss financial planning. This means no endless prospecting-just meaningful client interactions that lead to real results. 💡 What You'll Love About This Role: ✅ 8-12 Pre-Scheduled Client Appointments Weekly - No prospecting or cold calling! ✅ High Earning Potential - Uncapped commissions, six-figure income opportunity ✅ Dedicated Case Manager - Focus on advising while we handle paperwork & plan design ✅ Exclusive Access to Estate Planning Clients - Meet with prospects already engaged in planning ✅ Flexibility & Autonomy - Manage your own schedule and maximize your success 📌 What We're Looking For: To ensure our clients receive the best service, we're seeking experienced professionals who meet the following qualifications: ✔️ Active Life Insurance License (Required) ✔️ At least 2 years of experience with fixed annuities (Required) ✔️ Active Series 65 or willingness to obtain it ✔️ Clean U4 if currently registered ✔️ Strong communication, sales, and relationship-building skills ✔️ Comfortable with Microsoft Office and CRM systems ✔️ Client-first mindset with high ethical standards ✔️ Willingness to travel to meet with clients (occasional overnight stays may be required) 📈 What We Offer: Competitive commission structure with six-figure earning potential Consistent pipeline of high-intent client appointments (8-12 per week) A unique market advantage through our estate planning partnership Ongoing training, mentorship, and growth opportunities Diverse product offerings tailored to seniors and retirees 🔹 Ready to Elevate Your Career? 🔹 If you're a proven financial expert who wants qualified, pre-scheduled appointments and unlimited income potential, apply today! 📍 Must live and be licensed in the state you're applying for.

Financial Advisor Reports To: Director of Investment Services FLSA Status: Exempt This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client. Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to customers on personal investment product purchases. Maintains expertise with the current investment product portfolio to ensure optimum marketing potential. Keeps informed of industry product trends and issues; identifies opportunities for improvement and makes recommendations to management. Job Requirements College degree or equivalent experience required. 2-4 years relevant experience. Certification/License: Series 6, 63, 7, 24, 65 and life insurance licenses required. Ability to foster and cultivate relationships with prospective and existing customers. Excellent presentation skills to enhance the organization's image to prospective customers. Ability to communicate effectively and clearly to a broad range of existing and potential customers. Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments. Innovation and flexibility are essential to meet the demands of an ever-changing market. Excellent analytical skills are needed to recommend the appropriate products and services to customers. Ability to work with a team and share knowledge and skills. Ability to conduct business in a highly ethical manner which keeps in line with regulatory requirements. The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction. Position Duties: Achieve or exceed individual revenue goals as defined on an annual basis. Meet or exceed all branch matrix goals for assigned territory if applicable. Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with FA role as evidenced on internal / external audits, compliance items and customer-initiated complaints. Maintain required continuing education professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Execute on key internal partnering activities including regular branch visits, banker / branch trainings and area meetings. Create strong external relationships in an effort to develop referral sources and meet appointment objectives. Network in the community to enhance the bank's image and forge relationships. Provide active mentoring and coaching to the Assistant Financial Advisor. Qualifications: Bachelor's Degree or Equivalent Experience providing investment guidance and advice to clients. Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. Experience: Between 2-4 years Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Specialized Knowledge: Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner. Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities. Thorough understanding of economic principles and compliance standards.

FINANCIAL ADVISOR / PERSONAL WEALTH MANAGER This is an exclusive executive position with a highly regarded Financial management firm that only hires successful, motivated, and entrepreneurial professionals to represent their company. In return, this firm offers a lucrative compensation along with a comprehensive benefits package that is among the best in the industry. Our Client Our client is an award-winning firm, with a very solid and recognizable name and reputation. You will be able to provide an end-to-end platform of financial services - everything from financial planning, brokerage services, estate planning, and investments, in addition to M&A advisory services for middle-market privately held companies. You would also be a member of one of the nation's leading providers of defined benefit and defined contribution plans. And here's something even more unique about this company. You will also have access to a wide range of products to offer your clients. opportunities for your business-owner clients, you will truly be a one-stop solution for all of your client's financial needs. 5-10 years experience is required in this industry They do ask, however, that you are someone who is comfortable in a "sales" role, as your goal will be to ultimately sell yourself to your clients as they entrust you with their financial goals. Details About Their Compensation If you are hired into this position, you can be comfortable in knowing that your financial needs will be taken care of as you make your way into the business while you are training and growing your business. They will provide you a respectable base compensation in addition to any commissions and bonuses you may earn along the way. Benefits You will become eligible for benefits. The benefits this company offers are extensive. They include a 401(k), medical, dental and vision plans, and stock options. A Profile on Professionals This Firm Seeks - Those with or without a current Series LH, 6, or 7 license - Those who come from a professional background such as: Sales Executives, Attorneys, Professors, Entrepreneurs, Business Owners, Bank brokers, retired Professional Athletes looking for a new career, and any other professional looking to make a career change where their earnings potential is unlimited. - 5 years of executive experience. email recruiterchic@gmail or apply online at www.lifetimerecruiting.com Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926

Help members and clients achieve their financial goals through personalized consultations, investment strategies, and exceptional service. Develop tailored solutions by understanding their needs, risk tolerance, and aspirations. Conduct regular portfolio reviews and identify opportunities to optimize their financial future. This adviser will cover Virginia Beach, Chesapeake and Norfolk territories. Essential Functions, Duties, and Responsibilities: Build and maintain strong relationships with new and existing clients by understanding their financial needs, goals, and risk tolerance. Develop and implement personalized investment plans, including securities recommendations, tailored to each client's unique circumstances. Manage client investment portfolios on an ongoing basis, reviewing performance regularly, and adjusting as necessary. Educate clients on financial planning concepts, investment products, and market trends. Provide clear and regular communication about their investment portfolio and financial situation. Actively refers business back to Langley when appropriate. Ensure adherence to all credit union, FINRA, and regulatory guidelines. Maintain a strong knowledge base by staying current on industry regulations, trends, and best practices. Coaches internal teams, drives investment initiatives, and fosters strong partnerships to achieve client investment goals. Identify and proactively reach out to potential clients to grow the client base. Qualifications: Bachelor's degree in Business Development, Finance, or a related field (or equivalent combination of education and experience). FINRA Series 7 and 66 (or Series 63 and 65) licenses required. Applicable state life and health insurance licenses preferred. Strong communication, interpersonal, and analytical skills. Excellent presentation and client service skills. Ability to travel up to 35% locally. CFP designation a plus. Clean credit history and U-4 CRD record required. Our Keys to Success: Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities. Langley Ambassadors - Demonstrates a passion for Langley's vision, encouraging diversity, equity and inclusion while considering Langley's values when making decisions and taking accountability for delivering results. Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future. Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities. Continuous Learners - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions, duties, and responsibilities of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, use hands and fingers to operate standard office equipment like a phone, mouse, keyboard, etc., speak and hear. The employee is occasionally required to stand and walk. Specific vision requirements for the job include close vision (at 20 inches or less). Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed in an indoor, climate-controlled office environment where the noise level is typically quiet.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role. 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 your position requires SAFE Act registration, you will be 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. Required Qualifications: * Demonstrates willingness to complete required industry licensing * Displays confidence working in a sales role * Builds strong client relationships through effective communication and collaboration * Displays a proactive mindset and effective time management * Demonstrates a results-driven mindset and prioritizes client interests * Identifies appropriate client solutions through application of learnings and new information * Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Learns and adapts to new technology or applications * Executes multiple tasks simultaneously Shift: 1st shift (United States of America) Hours Per Week: 40

To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases. Responsibilities Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedures and guidelines Establish, maintain, and develop basic business relationships with members and internal/external sources in assigned territory, moving towards more complex relationships as experience is gained. Execute customer and broker purchase /sales orders of securities for current/new clients Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry shift to managed assets and align with member needs Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Under some supervision, proactively remain current with research legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFFG clients and/or business environment Monitor accounts to ensure accurate processing, identifies discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies Participate in development and implementation of new/enhanced processes and financial planning Participate in on-site audits of registered duties, documentation, and processes in order to comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Perform in-depth on-going research to acquire new accounts in assigned territory to increase market share Plan/conduct life insurance and investment seminars and initiates cross marketing for clients and prospects to grow market penetration of NFFG product services Prepare standard/special reports required by FINRA, NASAA and SEC, participates in industry and/or internal audits under some supervision Provide basic investment consultation related to investment products, life insurance services and related quotes, document preparation and required regulatory filings Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds, annuities, mutual funds, managed accounts, and related securities Performs other dues as assigned Qualifications Basic understanding of economic and accounting principles and practices, financial markets, banking and analysis and reporting of financial data Basic knowledge of investment and insurance products Basic knowledge to interpret industry related laws and government regulations Experience in business development to include market strategy, product demonstration and promoting products and services Basic experience consulting with customers to access their financial status and identify investment needs Basic experience working as an adult facilitator, trainer, development coach, and/or internal consultant Desired : Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment Desired : In pursuit of designations e.g., CFP, ChFC, CLU Strong analytical, decision-making, problem-solving and organization skills Skill exercising initiative and using good judgment to make sound decisions under some supervision and direction Strong interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building effective relationships through rapport, trust, diplomacy, and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software tool Desired Qualifications Desired : In pursuit of designations e.g., CFP, ChFC, CLU Desired : Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives Desired : Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 50 Hampton Club Dr, Hampton, Virginia 23666 Salary: $55,000-$75,000 Base Pay + Variable Compensation Pay + Annual Incentive

To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases. Basic understanding of economic and accounting principles and practices, financial markets, banking and analysis and reporting of financial data Basic knowledge of investment and insurance products Basic knowledge to interpret industry related laws and government regulations Experience in business development to include market strategy, product demonstration and promoting products and services Basic experience consulting with customers to access their financial status and identify investment needs Basic experience working as an adult facilitator, trainer, development coach, and/or internal consultant Desired : Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment Desired : In pursuit of designations e.g., CFP, ChFC, CLU Strong analytical, decision-making, problem-solving and organization skills Skill exercising initiative and using good judgment to make sound decisions under some supervision and direction Strong interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building effective relationships through rapport, trust, diplomacy, and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software tool Desired Qualifications Desired : In pursuit of designations e.g., CFP, ChFC, CLU Desired : Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives Desired : Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 50 Hampton Club Dr, Hampton, Virginia 23666 Salary: $55,000-$75,000 Base Pay + Variable Compensation Pay + Annual Incentive Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedures and guidelines Establish, maintain, and develop basic business relationships with members and internal/external sources in assigned territory, moving towards more complex relationships as experience is gained. Execute customer and broker purchase /sales orders of securities for current/new clients Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry shift to managed assets and align with member needs Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Under some supervision, proactively remain current with research legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFFG clients and/or business environment Monitor accounts to ensure accurate processing, identifies discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies Participate in development and implementation of new/enhanced processes and financial planning Participate in on-site audits of registered duties, documentation, and processes in order to comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Perform in-depth on-going research to acquire new accounts in assigned territory to increase market share Plan/conduct life insurance and investment seminars and initiates cross marketing for clients and prospects to grow market penetration of NFFG product services Prepare standard/special reports required by FINRA, NASAA and SEC, participates in industry and/or internal audits under some supervision Provide basic investment consultation related to investment products, life insurance services and related quotes, document preparation and required regulatory filings Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds, annuities, mutual funds, managed accounts, and related securities Performs other dues as assigned

Part of Veolia Group, Veolia Water Technologies & Solutions brings together experienced professionals in pursuit of the same goal: to solve the world's most complex challenges related to water scarcity, quality, productivity, the environment and energy. We're always looking for passionate and creative people to help us in this mission! Job Description The VWTS Services business is hiring a Finance Intern to support the North America Services business, which is a fast growing business unit within the company and North America is its largest region. In this role, you will be responsible for the detailed analysis of business segments, and cost departments, including analyzing the cost structure, determining profitability where applicable, and supporting the Finance team in the budget process. To be successful, you will need to work independently to solve problem statements, with a variety of stakeholders. You will also to work on business analysis with a finance mindset and collaborate with operational owners to ensure the development of proper KPIs. The right candidate will enjoy going into details on a transactional level, while keeping the big picture in mind; where the business is growing and how the business is making money, to come up with better ways of reporting key numbers and measures to communicate where the business' success is and where the business can improve. Collaboration with finance and non-finance team members is also a key skill for this role. The scope of the role is mostly NAM focused while any best practices that are identified shall be rolled out in other regions on a global level (Europe, MEA, APAC, LAM). You will work with business leaders, sales teams, CoEs, global FP&A and other finance and cross functional teams to drive the strategic direction of the business, create visibility and understanding of the figures and identify risk and opportunities. Responsibilities: - Detailed analysis of business segments and cost departments - Determine profitability of a business segment. - Develop savings based on the financial output and analysis. - Work closely with the core NAM Finance team on all ongoing topics and collaborate with the business to ensure outputs will be used to drive decisions. - Support financial deliverables where needed. - Support the closing, reporting, budgeting, auditing and any other fiduciary responsibilities Qualifications Education - Working toward a Finance/Accounting degree Additional Information All your information will be kept confidential according to EEO guidelines. As an inclusive company, Veolia is committed to diversity and gives equal consideration to all applications, without discrimination.

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.

About NRHA Founded in 1940, the Norfolk Redevelopment and Housing Authority (NRHA) provides low-income families in Norfolk, Virginia with safe and well-maintained housing. It also plans and administers large-scale residential redevelopment programs within Norfolk. NRHA is an award-winning public housing authority that has been effective in obtaining private investment partners to fund new neighborhoods; improving low-income public housing; planning and building mixed-income communities; and offering programs that support residents receiving rental assistance on their path to self-sufficiency. NRHA aims to create and apply meaningful housing and neighborhood development programs to serve all residents of Norfolk, Virginia. NRHA looks for people who want to work in a challenging and progressive environment and make a positive difference in the community. NRHA is seeking a qualified candidate for the Finance Internship position. Summary Intern position will provide a challenging opportunity and exposure to Corporate Finance within areas such as Corporate Accounting and Development Finance. As part of our Finance team, the intern will gain hands-on experience and work alongside finance leaders to make a meaningful impact across finance activities. The Finance intern can expect to liaise with colleagues across various subfunctions including Financial Controlling and Financial Planning & Analysis. Specific administrative tasks include document management - creating spreadsheets, copying, filing, shredding and preparing file for record retention. This is a part-time position with flexible hours between 10 AM - 4 PM. Knowledge, Skills, and Abilities Proficiency in MS products with particular strength in MS-Excel Experience working with databases and statistical analysis methods Understanding of financial statement Excellent communication and interpersonal skills. Ability to manage multiple tasks and prioritize effectively. Attention to detail and a high level of accuracy. Strong problem-solving and analytical skills. Education, Experience, and Licenses Students pursuing a bachelor's degree in finance or a relevant discipline (including Economics, Statistics, Quantitative Sciences, among others) Physical Demands/Work Environment While performing the duties of this job, the intern is frequently required to sit, talk, see, or hear. The intern is occasionally required to stand and walk. The intern must occasionally lift and/or move up to 30 pounds. Job requires depth, color, and texture perception The Norfolk Redevelopment and Housing Authority is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the Housing Authority will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective employees and incumbents to discuss potential accommodations with the employe

Senior Market Financial Advisor - Pre-Scheduled Clients & Six-Figure Potential 📍 Must live and be licensed in the state you're applying for Are you a seasoned Financial Advisor, Insurance, or Annuity Professional looking to take your career to the next level? If you're tired of cold calling and chasing leads and want to focus on what you do best-helping clients secure their financial future-this is the perfect opportunity. 🚀 Why This Role is Different Unlike traditional financial advisor roles, we provide you with 8-12 pre-scheduled appointments every week. Thanks to our exclusive partnership with an established estate planning organization, you'll meet with high-intent clients who are already in the mindset to discuss financial planning. This means no endless prospecting-just meaningful client interactions that lead to real results. 💡 What You'll Love About This Role: ✅ 8-12 Pre-Scheduled Client Appointments Weekly - No prospecting or cold calling! ✅ High Earning Potential - Uncapped commissions, six-figure income opportunity ✅ Dedicated Case Manager - Focus on advising while we handle paperwork & plan design ✅ Exclusive Access to Estate Planning Clients - Meet with prospects already engaged in planning ✅ Flexibility & Autonomy - Manage your own schedule and maximize your success 📌 What We're Looking For: To ensure our clients receive the best service, we're seeking experienced professionals who meet the following qualifications: ✔️ Active Life Insurance License (Required) ✔️ At least 2 years of experience with fixed annuities (Required) ✔️ Active Series 65 or willingness to obtain it ✔️ Clean U4 if currently registered ✔️ Strong communication, sales, and relationship-building skills ✔️ Comfortable with Microsoft Office and CRM systems ✔️ Client-first mindset with high ethical standards ✔️ Willingness to travel to meet with clients (occasional overnight stays may be required) 📈 What We Offer: Competitive commission structure with six-figure earning potential Consistent pipeline of high-intent client appointments (8-12 per week) A unique market advantage through our estate planning partnership Ongoing training, mentorship, and growth opportunities Diverse product offerings tailored to seniors and retirees 🔹 Ready to Elevate Your Career? 🔹 If you're a proven financial expert who wants qualified, pre-scheduled appointments and unlimited income potential, apply today! 📍 Must live and be licensed in the state you're applying for.

Financial Assistance Advisor will work at ECPI University's Newport News, VA campus location. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor's and Master's Programs. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum. Visit *********************** to learn more about how you can help people improve their lives through education. Position Summary Are you seeking a financial advising career at a university that promotes the enhancement of each student's professional and personal life through education? Then a career as a Financial Assistance Advisor with ECPI University may be for you!! The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals. Responsibilities Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student. Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines. Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process. Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns. Qualifications Education/Experience Bachelor's degree preferred. 2-3 years of related experience. Any equivalent combination of education, experience, and/or training. Skills/Abilities Proficiency in Microsoft Office. Proficiency in CampusVue Student database, preferred. Utilizing AI tools preferred. Well-developed oral and written communication skills. Excellent organizational and analytical skills. Ability to quickly master new methodologies, technologies, and systems. Ability to handle a high-pressure environment with significant timeline pressures. Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service. Ability to work independently and with a team as well as with various constituents. Benefits of Employment ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University, click HERE. Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.

To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases. * Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations * Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings * Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedures and guidelines * Establish, maintain, and develop basic business relationships with members and internal/external sources in assigned territory, moving towards more complex relationships as experience is gained. * Execute customer and broker purchase /sales orders of securities for current/new clients * Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry shift to managed assets and align with member needs * Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business * Under some supervision, proactively remain current with research legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFFG clients and/or business environment * Monitor accounts to ensure accurate processing, identifies discrepancies, errors/concerns and take remedial actions * Monitor, track and report performance of individual sales plans and assigned strategies * Participate in development and implementation of new/enhanced processes and financial planning * Participate in on-site audits of registered duties, documentation, and processes in order to comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies * Perform in-depth on-going research to acquire new accounts in assigned territory to increase market share * Plan/conduct life insurance and investment seminars and initiates cross marketing for clients and prospects to grow market penetration of NFFG product services * Prepare standard/special reports required by FINRA, NASAA and SEC, participates in industry and/or internal audits under some supervision * Provide basic investment consultation related to investment products, life insurance services and related quotes, document preparation and required regulatory filings * Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds, annuities, mutual funds, managed accounts, and related securities * Performs other dues as assigned * Basic understanding of economic and accounting principles and practices, financial markets, banking and analysis and reporting of financial data * Basic knowledge of investment and insurance products * Basic knowledge to interpret industry related laws and government regulations * Experience in business development to include market strategy, product demonstration and promoting products and services * Basic experience consulting with customers to access their financial status and identify investment needs * Basic experience working as an adult facilitator, trainer, development coach, and/or internal consultant * Desired : Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives * FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) * Appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm * Willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment * Desired : In pursuit of designations e.g., CFP, ChFC, CLU * Strong analytical, decision-making, problem-solving and organization skills * Skill exercising initiative and using good judgment to make sound decisions under some supervision and direction * Strong interpersonal, verbal, and written communications skills * Effective planning, organizational, time management and problem-solving skills * Effective skill building effective relationships through rapport, trust, diplomacy, and tact * Effective skill exercising initiative and using good judgment to make sound decisions * Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely * Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes * Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software tool Desired Qualifications * Desired : In pursuit of designations e.g., CFP, ChFC, CLU * Desired : Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives * Desired : Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 50 Hampton Club Dr, Hampton, Virginia 23666 Salary: $55,000-$75,000 Base Pay + Variable Compensation Pay + Annual Incentive

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.