Financial Advisor
Finance Internship Job 22 miles from Chantilly
Prudential Advisors is looking for an experienced financial professional in the DC Metro area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:
The ability to work with an existing clients base.
The ability to build a strong client base with Prudential's exceptional referral programs
The opportunity to create client solutions without proprietary products sells requirements
Compensation that is 100% benefitable regardless of the product or company you sell
The look and feel of an independent advisor with the benefits of being an employee.
3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan.
We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today.
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
If you are interested to learn more call me at ************ or email me at ************************** or if you know someone feel free to share the job post
Financial Services Professional
Finance Internship Job In Chantilly, VA
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions
As a Bankers Life Financial Services Professional Expect To:
Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.
How Bankers Life will provide support:
Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
Advancement Opportunities - Benefit-eligible management positions within local branch structure.
What makes a great Financial Services Professional?
Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!!
About us:
With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.
Compensation & Benefits:
Commission structure designed to grow with you
Renewable income and Bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP , and more
Retirement Savings Program
Note: Applicants must reside in the state of position to be considered.
Financial Advisor
Finance Internship Job 22 miles from Chantilly
We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals.
Responsibilities
· Meet with clients to determine their financial objectives, risk tolerance, and resources.
· Develop financial plans and portfolios that meet clients' needs and goals.
· Provide sound investment advice and guide clients in making informed decisions.
· Offer strategies for tax planning, retirement planning, and estate planning.
· Continuously monitor clients' portfolios and make necessary updates.
· Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments.
· Build and maintain relationships with clients and ensure they receive top-notch service.
· Develop and implement strategies to increase client base.
Requirements
· Bachelor's degree in Finance or related field
· 5+ years' of industry experience
· Active Life Insurance license
· Active FINRA Series 7, and 65 or equivalent registered representative and state licenses.
· Exceptional client-service skills.
· Ability to work independently and collaboratively with a team.
Benefits
· Competitive compensation package
· Comprehensive training and development programs
· Health and life insurance options
· Retirement savings plans
· Professional work environment
If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!
Financial Advisor
Finance Internship Job 23 miles from Chantilly
Concord Wealth Partners (CWP) is a rapidly expanding Independent RIA that provides with Advisors aiming to scale their practices through innovative solutions. We support entrepreneurial Advisors in expanding service offerings, enhancing client experiences, and accelerating business growth. With over 20 years of industry expertise, we've invested in infrastructure, technology, and human capital necessary to be "Our Advisors' Most Trusted Resource."
Role Summary
We are seeking a highly motivated, committed individual with strong initiative to join our team as a Financial Advisor. This individual will manage their own clients, add new clients to the firm, and lead financial planning efforts with the support of a dedicated team to help clients achieve their financial life goals. The ideal candidate will have a keen attention to detail, excel in fostering professional relationships, and ideally possess expertise in investments, security planning, estate planning, tax planning, and insurance products.
Key Responsibilities
Manage and grow an existing book of business by acquiring new clients.
Work directly with clients and prospective clients to understand their financial life goals, manage relationships, and foster new ones.
Design and customize financial plans based on clients' evolving needs and potential life changes.
Monitor the progress of clients' plans, conducting follow-up meetings to ensure the successful implementation of their financial strategies.
Utilize CWP's integrated technology platform, in-house investment management and back-office support to streamline operations and focus on growth.
Collaborate with marketing team to drive client engagement and organic growth.
Qualifications
5 to 10 years of experience in financial advisory or wealth management.
Established, small client base with a drive to expand.
Ability to prospect, and convert leads into new clients.
Strong financial planning/wealth management acumen, judgment, and experience.
Excellent communication skills, both oral and written, with strong presentation abilities.
Comfortable interacting with clients in both physical and virtual formats.
Collaborative, professional approach with a team-oriented mindset and high ethical standards.
Bachelor's degree from an accredited university required.
Experience with eMoney financial planning software is preferred. Financial planning experience is preferred but not required; training will be provided to align with our planning-centric approach.
Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
Why Partner with Concord?
Growth & Scale: Access to CWP's strategic growth resources, including M&A support, practice acquisition, and recruiting expertise.
Lead Generation: Receive leads from referral partners, lead generation campaigns, and other client acquisitions efforts.
Integrated Support: Full operational, compliance, and marketing support to enable Advisors to focus on client relationships and business development.
Investment Solutions: In-house asset management, innovative technology, and marketing tools that enhance client experience and simplify daily operations.
Seamless Transition: White-glove services ensure a smooth transition for advisors and clients
Performance-Based Incentives: Competitive compensation with rewards aligned to growth and strategic achievements.
Financial Advisor
Finance Internship Job 17 miles from Chantilly
As a Financial Advisor you will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. You will work with additional team members, providing financial planning, investment advisory support, and facilitate business development initiatives.
Responsibilities:
Our Financial Advisor in McLean, VA, will be a team player and methodical business leader, working closely as a trusted advisor serving the sophisticated needs of high net worth individuals and families. You will build rapport and establish relationships with existing and target prospects, convert them to clients and facilitate them through our financial planning process. In addition, as a member of our planning team, you will contribute to our business development and marketing efforts. More specifically, you will:
Facilitate Business Development
Leverage local centers of influence to extend our referral network while continuously looking for opportunities to establish relationships with potential prospects, clients and strategic partners
Participate in the design and execution of key marketing initiatives, facilitating client involvement
Represent the organization externally by attending and/or presenting at client and alliance events
Provide a Superior Client Experience
Manage the relationship and client experience from the beginning of engagement throughout the initial planning process
Work with the planning team to develop financial strategies designed to meet the specific needs and concerns of our entrepreneurial clients
Maintain a pulse on every client, staying a step of ahead of their needs and exceeding their expectations
Own the organization's value proposition and its matriculation through the client experience
Lead the Best Advisory Process
Serve as an integral member of the organization's financial planning team; staying on the forefront of key financial, investment and risk management concepts and providing mentorship and education to prospects, clients, alliances and team members
Provide daily support to the Financial Planning Team, conducting financial planning research and assisting in the preparation of customized comprehensive financial plans and portfolios for clients
Coordinate client service needs with internal and external team members
Memorialize client meetings and providing support to the overall client experience
Gain an understanding of the investment strategy of the organization
Direct and monitor workflows required to provide an exceptional client experience
Stay current on products, services and regulations that could impact our clients
Qualifications:
Bachelor's degree, preferably with a concentration in Business, Economics or Financial Planning
8+ years of experience with advanced planning
CFP designation is required
Strong entrepreneurial spirit with a high level of persistence
Foundational knowledge of key financial, investment and risk management concepts
A passion to help clients achieve their goals
Demonstrated analytical and problem-solving skills
Strong attention to detail, and exceptional follow through
Outstanding communication and relationship building skills
Excellent project management skills with ability to prioritize and track multiple tasks
Empathy and great active listening skills
The ability to think clearly, communicate succinctly, and write well
Fundamental knowledge and hands on experience working with eMoney
Benefits:
Competitive compensation
Health benefits
A bonus program
A 401 (k) retirement plan
A fun and friendly team of colleagues
Financial Advisor
Finance Internship Job 24 miles from Chantilly
A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join this successful practice in Alexandria VA.
The Associate/Financial Advisor will join a established and successful practice and partner to help grow, service and maintain a portion of the firm HNW Client base, and will also have the responsible of servicing their own book of business.
The Associate/Financial Advisor must have 10-20MM portable assets and will be given the opportunity to me mentored by an experienced, passionate and knowledgeable Advisor.
Monitor clients financial situations
Develop and maintain financial planning solutions
Perform research on client databases and financial plans
Create details portfolio reviews, security analysis and present at client meetings
5+ years of experience as an Financial Advisor
Series 7 and 66 or 63/65
BA degree
Experience with Financial Planning Software
Financial Advisor - Frederick, MD ( and nearby counties - 45 min distance or less)
Finance Internship Job 35 miles from Chantilly
BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL!
At Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career our Advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and to build practices.
THE OPPORTUNITY
- Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with client's needs and goals.
- Develop rapport with clients and foster long-term relationships.
- Be knowledgeable about Northwestern Mutual financial products and financial market trends.
- Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.
- Provide dedicated and focused client experiences.
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO
- A high-quality training program to help you get started.
- Mentorship and professional development training throughout your entire career.
- Leading industry products and solutions built on an integrated technology platform.
- Financial support for professional designations and certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor.
- The opportunity to design your roadmap to leadership and specialized roles.
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
- A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results.
WHO WE ARE
At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!
Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Recognized by FORTUNE as one of the "World's Most Admired" companies , Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.
Analyst/Associate Internship
Finance Internship Job 23 miles from Chantilly
The Montgomery County Green Bank ("Green Bank") is a publicly chartered, nonprofit financial intermediary dedicated to accelerating affordable climate investments in Montgomery County, Maryland. Our vision is to have a prospering, sustainable, and healthy Montgomery County where everyone participates in and benefits from clean energy and climate-resilient solutions. We achieve this by leveraging innovative partnerships and private sector capital to make energy efficiency, clean energy, and climate-resilient solutions more accessible and affordable for all residents and businesses.
Learning Opportunities:
Are you ready to ignite change in the world of clean energy finance? At Montgomery County Green Bank, we're offering an unparalleled opportunity to lead and innovate as our investment intern. This is an amazing chance to be part of a team that spearheads clean energy investments!
Requirements:
Current enrollment in an undergraduate/graduate program as a rising junior, senior or graduate student.
Qualifications:
Candidates should be working towards degrees from the following areas: environmental science, policy and management, engineering, architecture, energy studies, economics, finance, real estate finance, accounting, business management, urban planning, and agricultural economics.
Collaborative, entrepreneurial, self-motivated, effective in communicating ideas and information, both quantitative and qualitative. Proficiency in Excel and PowerPoint. Experience in Salesforce or other CRM.
Having experience in community outreach, advocacy, project management, credit underwriting, and understanding general accounting principles, real estate finance, environmental science, and sustainable strategies is a plus.
Time and Duration: Summer - minimum 10-week commitment; Fall, Winter, and Spring - minimum 8-week commitment (part-time or full-time)
Compensation: Competitive compensation commensurate with experience
Application Process:
Submit cover letter and resume to ******************** and specify the dates you are available.
Financial Representative
Finance Internship Job 32 miles from Chantilly
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Due Diligence/Business Intelligence Intern
Finance Internship Job 25 miles from Chantilly
The Company
Barbican Advisory is a global research and advisory firm with offices in Washington D.C., London, Hong Kong, Shanghai and Singapore.
We provide our clients with exceptional research and analysis services, delivering the hard-to-get information and advice they need to make critical decisions. Our work helps clients understand the risks and opportunities involved in acquiring companies or starting new business relationships. Our three core service lines are: Due Diligence, Strategic Intelligence and Dispute Advisory.
Our clients include global investment banks, private equity firms, hedge funds, law firms and corporations.
What sets us apart is our unique culture of teamwork and excellence, which enables us to provide the very highest quality services to clients across the world, along with fulfilling and enjoyable careers for our staff.
We aim to build a team of enthusiastic and talented people, who want to enjoy their work, collaborate, and be part of a friendly and supportive environment.
The Role
We are seeking Interns to work from either New York or Washington D.C. starting in June 2025. This is a paid position, and we are considering both part-time and full-time Intern arrangements for the summer with the possibility of conversion to a full-time, salaried position in September.
This role is ideal for graduating students or recent graduates interested in a career at the nexus of international affairs and business. As an Intern, you will work closely with Barbican's management team to help execute in-depth research projects across a range industries and jurisdictions.
Interns use databases, advanced online research techniques, and interviews to gather data. You will carry out intensive research and analysis of large amounts of information, assessing it for accuracy, reliability and relevance. Sources will include media reporting, court filings, company registers and many more. Supported and supervised by project managers, you will produce high quality written analysis that meets the needs of our world-class clients.
The position offers an excellent opportunity to work closely with an extremely experienced management team at a fast-growing company.
The Requirements
You will have the following qualifications and skills:
Recent graduates (M.A. or B.A.) or scheduled to graduate in 2025. Students/graduates in the humanities, international relations, journalism, political science, economics are particularly welcomed.
Extremely strong English-language writing skills are essential. Fluency in Spanish and/or Portuguese is preferred.
Previous work or volunteer experience that required conducting interviews is a plus. This might be in the form of journalism, political canvassing, soliciting alumni donations, conducting market research or prospecting customers.
Curiosity - the desire to get to the bottom of complex issues and explain them well to clients.
Ability to meet deadlines, prioritize workload and work under pressure.
Ability to work as part of a multinational team of colleagues, including in other countries.
All information and materials submitted to Barbican will remain strictly confidential and be treated for recruitment purposes only. Only shortlisted candidates will be notified.
Send your CV, along with a brief cover email explaining your interest in the position (max. 300 words) to ****************************
Debt Finance Associate Attorney
Finance Internship Job 25 miles from Chantilly
Lateral Link is assisting a reputable law firm and repeat client seeking a mid/senior-level debt finance attorney with 3-6 years (2018-2021) of experience.
The firm's debt financing attorneys represent both public and private companies as well as a broad range of institutional lenders in a variety of complex, structured financing transactions. They also have a strong focus on middle market private equity deals.
The firm is very big in the healthcare industry and operates in a full-service capacity for those kinds of clients.
1850 billable hour requirement.
The firm is believes in sustainable workloads and retaining happy associates.
3 days per week in office.
The group is in the early stages of reviewing candidates.
If you are interested and qualified, please submit your resume here or email me at ***********************
Finance Associate
Finance Internship Job 25 miles from Chantilly
Washington D.C.
Our client's Finance practice group has extensive experience counseling clients in a wide range of public and private financing transactions, including everything from routine corporate financing transactions to highly complex structures that are often beyond the capacity of conventional legal service providers. They represent private equity sponsors and their portfolio companies, service providers, manufacturers, companies in the automotive industry, high-tech companies, healthcare and pharmaceutical companies, financial institutions, retailers, casino/gaming operators, and other industries. Their attorneys bring a depth and diversity of experience that allows them to maintain knowledge and familiarity with market terms and customs.
KEY RESPONSIBILITIES
Assist with representing clients in complex financing transactions, including private equity financing, acquisition financing, strategic debt financing, asset-based lending and other debt transactions;
Deliver high quality work-product and effectively communicate at all levels.
Demonstrate excellent problem-solving skills and high energy and enthusiasm for counseling in the relevant client sector;
Exhibit highly responsive, creative and efficient work habits;
Strive to continuously improve knowledge, skills and abilities and seek guidance and feedback to improve performance and productivity;
Take responsibility for enhancing expertise, in addition to seeking out formal and informal training;
Integrate into the practice and build strong relationships with clients.
Demonstrate a long-term interest in networking with existing clients and developing business opportunities.
QUALIFICATIONS
4-6 years of experience in corporate finance transactions in a law firm;
Ability to organize and prioritize numerous tasks and complete them under significant time constraints;
Outstanding interpersonal, analytical, organizational, and communication (written and verbal) skills required;
J.D. degree from an ABA-accredited institution;
Licensed Illinois, D.C. or Michigan attorney in good standing (or with ability to waive into either jurisdiction); and
Ability to travel as client needs require.
Financial Analyst
Finance Internship Job 17 miles from Chantilly
Our clients drive operational excellence with a data-centric approach that fuels strategic decisions across our portfolio. In this role, you will lead financial and operational analysis to provide actionable insights for our hospitality operations, ensuring that our strategic initiatives are aligned with both market dynamics and internal performance metrics. This role demands a savvy strategist who can deliver clear, actionable recommendations that keep us ahead of the curve and drive measurable business impact.
Key Responsibilities
Performance Reviews & KPI Analysis:
Lead monthly and quarterly business reviews, scrutinizing key performance indicators-including diversity spending, revenue, customer acquisition, and corporate savings-to deliver deep-dive analyses that inform strategic decision-making.
Data Auditing & Supplier Compliance:
Own and optimize the process of auditing and mapping supplier-level compliance data. Enhance purchasing strategies across our managed estate, ensuring over 250 hotels benefit from streamlined supplier recommendations and improved compliance tracking.
Pricing & Market Research:
Organize and lead monthly work streams that monitor price deviations among 200+ manufacturers and distributors. Deliver ad hoc and quarterly market research on key commodities using industry sources (Mintec, Urner Berry, WSJ), to empower contract negotiations and strategic sourcing decisions.
Regulatory & Economic Analysis:
Prepare and present monthly reviews of key federal banking regulations and economic indexes (CPI, PPI, Consumer Sentiment), offering timely insights to senior leadership that shape our broader strategic outlook.
Stakeholder Engagement & Reporting:
Collaborate cross-functionally with internal teams and contract owners to identify data gaps, streamline communication, and provide clear, actionable reporting directly to client's senior leadership. Consistently enhance processes-such as supplier reporting onboarding-to drive efficiency and add value to our data-driven strategies.
Forecasting & Financial Modeling:
Develop and refine financial models to forecast growth and evaluate the impact of strategic initiatives. Your work will underpin target-setting exercises, ensuring our growth objectives are ambitious yet achievable on an international scale.
Qualifications & Requirements
Educational Background:
Bachelor's degree in Finance, Economics, Data Analytics, or a related field. Advanced degrees (MBA or Master's) are a plus.
Experience:
Proven experience in a financial or data analytics role, with a track record of influencing strategy through deep analysis and process optimization. Prior experience within the hospitality or corporate services sectors is highly advantageous.
Technical Proficiency:
Advanced skills in data analysis and financial modeling tools (e.g., Excel, SQL, PowerPoint) and familiarity with internal data collection portals or enterprise financial systems.
Analytical & Strategic Thinking:
A demonstrated ability to dissect complex data sets and translate findings into actionable business recommendations. Must be comfortable with a hands-on, detail-oriented approach while keeping an eye on the big picture.
Communication & Collaboration:
Excellent interpersonal and presentation skills, with the ability to convey complex financial insights to both technical and non-technical stakeholders in a clear, compelling manner.
Sales Finance Analyst
Finance Internship Job 13 miles from Chantilly
As a Sales Finance Analyst, you will be responsible for collecting and analyzing sales data associated with the public sector, large commercial, small commercial, and residential customers, providing insights for business growth, customer segmentation, and sales strategies.
Highlighted Responsibilities:
Process monthly account manager commissions and broker commissions.
Analyze sales and customer data to provide insights for business growth by partnering with IT and operations (pricing).
Track Sales Key Performance Indicators (KPIs), including but not limited to sales activities, efficacies, and quota attainment.
Create dashboards in Salesforce.com, Tableau, Excel, and other platforms to visualize data and present business stories.
Assist in the development of sales goals (quotas) and sales strategies to achieve the goals.
Provide timely status reports on all projects and assignments.
Coordinate with Marketing and other teams to test all web pages for new campaigns and products.
Performs other duties as needed and/or assigned
A well- qualified candidate will possess the following:
A bachelor's degree in data analytics, business, system processing, or related quantitative discipline is preferred.
Minimum 2 years of data analysis experience, preferably in a sales, marketing, and/or entrepreneurial environment.
Advanced to expert-level proficiency in Microsoft Excel.
Proficiency in Microsoft Office Suite, including Word, Outlook, and PowerPoint. Extensive experience with manipulating computer databases, extracting data, and producing reports. SQL experience is preferred, as well as solid skills in data management and analysis.
Ability to work independently and successfully execute complex process-oriented tasks while making appropriate business decisions.
Demonstrated ability to perform with a high degree of flexibility and resourcefulness and the ability to work independently. Strong follow-through and sense of ownership, along with an aptitude for building successful relationships with employees of all levels.
Ability to be self-motivated and maintain a positive attitude while performing in a fast-paced, deadline-oriented environment.
Must be able to successfully multi-task, as required, to meet deadlines.
JustinBradley is an EO employer - Veterans/Disabled and other protected categories
Financial Services Analyst
Finance Internship Job 17 miles from Chantilly
FJ Capital Management, a McLean, VA based alternative investment manager, is seeking a qualified Financial Services Analyst to further augment a seasoned investment team focused on the financial services industry. Applicants should possess an undergraduate degree in finance or related field, with investment management experience in one or more financial services subsectors including but not limited to insurance, REITs/real estate, capital markets, homebuilders, asset managers, business development companies and financial technology. Strong analytical skills, attention to detail, high energy level/work ethic, demonstrated communication kills, and superior teamwork required. Opportunity to learn portfolio construction skills.
Role Description
Full-time position in Mclean, VA, HQ. Competitive benefits package, including health, dental, and retirement savings plans. The Financial Services Analyst's responsibilities include, but are not limited to the following:
Develop and maintain financial models for financial services firms.
Assist in portfolio risk analysis, stress testing, and performance attribution
Help PMs prepare, analyze, and present recommendations of investment ideas for inclusion into portfolio
Help PMs present trading strategies to build and manage positions, including risk management
Assist, where necessary, with transaction due diligence on target's management team, business model, financial outlook, and strategic plan
Maintain database of economic indicators, prepare materials for weekly investment meetings, and conduct periodic return/portfolio valuation analysis
Prepare industry and market research for investment professionals and write periodic investor communications
Could evolve into covering subset of portfolio names and presenting those ideas to PMs for entry into portfolio, for which analyst would have P&L attribution and contribution.
Qualifications
Undergraduate degree in finance or related field (MBA or CFA preferred)
2-5 years in financial services, investment banking, asset management, sell-side or a hedge fund
Strong financial and analytical skills with superior attention to detail
Proficiency in Excel, Bloomberg, FactSet and other analytical tools
Excellent project management skills
Strong written and verbal communication skills and ability to work collaboratively in a team environment.
APPLICANTS SHOULD SUBMIT RESUMES AND COVER LETTERS TO ****************
Financial Analyst
Finance Internship Job 36 miles from Chantilly
Financial Analyst 80-85K plus Bonus plus EQUITY !
Legacy Search Advisors has partnered with one of our areas premier publicly traded firms in search of a Financial Analyst. This is an excellent opportunity to join a local industry leader and take your career to the next level. This firm offers job security, endless growth potential and incredible benefits !
This is an excellent opportunity for someone with 2+ years of accounting experience that would like to transition to a Financial Analyst role.
Responsibilities
Budgeting, Forecasting and Financial Modeling
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
2+ years of financial analysis and modeling experience
Advanced knowledge of Excel
For more information and confidential consideration please respond.
Entry Level Financial Analyst
Finance Internship Job 40 miles from Chantilly
Join a Dynamic, Fast-Paced Financial Services Firm as a Financial Analyst:
Are you eager to collaborate with senior leaders in a rapidly expanding company? Do you thrive in a fast-paced, global finance environment where you can apply your passion for numbers and mathematics every day? If so, we want to hear from you! This is your opportunity to step in and make an immediate impact, all while receiving ongoing feedback and support to grow in your role. This teams works onsite at the office in Columbia, MD.
About the Role:
You will play a key role in ensuring the accuracy and compliance of pooled loans. You will be responsible for providing remittance and correction information to loan servicers, as well as monitoring loan portfolios to ensure they meet compliance standards. You'll work closely with your team to communicate vital updates to investors and loan servicers, and you'll regularly assess account and receivable balances, along with fundings.
A strong attention to detail and a love for working with numbers in Microsoft Excel are essential for success in this role. While Excel Certification is preferred, it is not required. If you're ready to contribute to the growth of a global finance firm and sharpen your analytical skills, this could be the perfect opportunity for you!
Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility)
2025 Summer Intern- Seniors Housing Mortgage Banking
Finance Internship Job 24 miles from Chantilly
Are you looking to spend your summer learning from seasoned professionals focused on developing future leaders?
Berkadia's internship program offers you the opportunity to explore the commercial real estate industry while honing your skills and making an impact. During your internship, you'll receive the real-world work experience, personal development, training, and mentorship you need to thrive as you begin your professional journey. Be the Next Big Thing. Be Berkadia.
We are committed to growing your career, so in this role you will:
Learn the fundamentals of underwriting by assisting in the creation of initial deal sizing, conducting cash flow analysis, and drafting deal narratives.
Support the review of third-party reports and contribute to marketing initiatives.
Build strong working relationships with the underwriting team to understand their needs and gain insights into the world of Commercial Finance.
Assist in the research, writing, and proofing of underwriting materials, presentations, analyses, reports, and loan or property documents.
Help maintain and utilize databases that track relevant real estate metrics.
Communicate directly with mortgage bankers, borrowers, and clients to provide information and answer questions as needed.
Perform other duties as assigned to support the underwriting team.
We are passionate about your growth, so to achieve success in this role you should have:
· Current student pursuing a bachelor's or master's degree
· Desire to learn and advance in the Commercial Real Estate sector
· Initiative and drive to search for ways to contribute and grow
· Basic technology skills and familiarity with Microsoft Office software including Excel and Word
Be Backed by the Best. Be Berkadia.
#LI-HB1 #LI-DNI
Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact ******************************.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
183 - Financial Solutions - College Intern
Finance Internship Job 35 miles from Chantilly
For more than a century, First United has served the financial needs of our personal and business customers throughout Maryland, West Virginia, Virginia and Pennsylvania. We care about our communities, seek to understand what drives our customers and create customized solutions to meet their needs.
Our mission is to enrich the lives of our customers, coworkers and shareholders through an
unparalleled commitment to the client experience and passionate involvement in the community.
183 - Financial Solutions - College Intern
College Interns: 401(k) eligible on the first day of the month following 30 days of employment with employer match available.
This position is an hourly position eligible for overtime.
Hourly Range
Minimum: $15.00
Maximum: $22.12
First United Bank & Trust is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. First United Bank & Trust is a drug-free workplace.
Other details
* Pay Type Hourly
Apply Now
* First United Bank, Operations Center, 12892 Garrett Highway, Oakland, Maryland, United States of America
* First United Bank, Riverside Office, 1990 Monocacy Boulevard, Frederick, Maryland, United States of America
* First United Bank, Sabraton Office, 1951 Hunters Way, Morgantown, West Virginia, United States of America
KIP Summer 2025 - Finance and Accounting Intern - American Legislative Exchange Council
Finance Internship Job 23 miles from Chantilly
The Koch Internship Program (KIP) is a paid, 10-week experiential learning program run by Stand Together Fellowships that offers meaningful work experience at non-profits all over the country tackling some of our nation's most pressing challenges. Throughout your internship with a partner organization, Stand Together Fellowships hosts virtual professional development sessions every Thursday from 1-5 pm ET, wherein you will be mentored by seasoned professionals as you craft a capstone project on the topic that matters most to you. Interns will receive either a $5,500 or $3,300 stipend from Stand Together Fellowships depending on whether they are participating full-time (40 hours/week) or part-time (28 hours/week). Successful candidates will interview with both our non-profit partner organizations and Stand Together Fellowships staff, so we strongly encourage you to apply in advance!
About us The American Legislative Exchange Council is America's largest nonpartisan, voluntary membership organization of state legislators dedicated to the principles of limited government, free markets and federalism. Comprised of nearly one-quarter of the country's state legislators and stakeholders from across the policy spectrum, ALEC members represent more than 60 million Americans and provide jobs to more than 30 million people in the United States. All Americans deserve an efficient, effective and accountable government that puts the people in control. ALEC provides a forum for experts to discuss business and economic issues facing the states. The ALEC model policy library is home to dynamic and innovative ideas that reduce the cost of everyday life and ensure economic freedom. ALEC ideas and publications are the product of countless hours of research, debate and discussion and serve as a toolkit for anyone who wants to increase the effectiveness and reduce the size, reach and cost of government. ALEC is proud to offer real solutions to the top issues facing the states, and the strength of the ALEC family is proof that good ideas are better when shared. About the RoleThe Finance and Accounting Intern will work closely with the Vice President of Finance and Administration. He or she will assist with the overall operation and budget of the organization.
Duties will include daily accounting activities required to maintain the Councils general ledger, registration process for ALEC meetings and daily maintenance of monthly, quarterly and annual closing activities.
This internship would best suited for a self-motivated individual who would like to gain experience with non-profit accounting principles and procedures and one who has the ability to exercise initiative and sound judgment. Most importantly this intern should possess strong organizational skills and have the ability to maintain detailed records.Stand Together Fellowships believes that diversity in experiences, perspectives, knowledge and ideas fuels creativity, broadens knowledge, and helps drive success. Our admissions office treats all program participants and applicants with honesty, dignity, respect and sensitivity. We welcome all qualified applicants regardless of color, race, religion, religious creed, sex, gender or gender identity, gender expression, sexual orientation, national origin, citizenship, ethnicity, ancestry, age, physical disability, mental disability, medical condition, pregnancy (including medical needs which may arise from pregnancy, childbirth, or related medical conditions), military and veteran status, genetic information, marital or familial status, political affiliation, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.