Finance Planner Jobs in Annandale, VA

My client is a fee-only fiduciary RIA that is looking for an experienced and polished advisor to join their team in servicing a group of clients. After getting settled in, you will begin the transition phase of being introduced to clients to provide superior client service while being the main point of contact on the relationship. They need someone that has a history of delivering the highest level of service to their clients by conducting investment reviews, financial planning, and look to generate new business. They want someone that will generate new business from within existing client relationships, client referrals, COI network, and their own personal COI network. You will be surrounded with a dedicated team to ensure all clients are being serviced. You will have a dedicated portfolio manager that you work with collaboratively that will conduct investment picking and support, a client service associate for administrative duties such as moving money and RMDs, and if needed, a highly experienced financial planning team that can help you with complex financial planning needs. They utilize Tamarac, Salesforce, Microsoft Products, E-Money, FactSet, Bloomberg, and Morningstar. They are offering a very competitive salary based upon experience, background, education, and skill set with bonus, and excellent benefits! They require a 65 or 66(if not must obtain within 30 days).You must have a Bachelor's Degree with a CFP, CFA, CPA, JD or other industry related designation. They would prefer someone with a CFP. You must have a thorough knowledge of stocks, mutual funds, US Treasuries, agencies and muni bonds is desired. To learn more about our organization please visit us at ******************* To apply for this position, submit your resume by choosing one of the following: ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED) Email your resume in WORD format to **********************. Please refer to job reference code NB/wealthadvisor VA in the subject line. NO CALLS PLEASE

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets Manage workflow and prioritize projects This role will immediately begin work in the following areas: Investment strategies Financial modeling Asset allocation Cash flow strategies Tax planning Retirement planning Insurance Strategies Estate planning Charitable giving Financial and portfolio reporting Qualifications: Bachelor's degree or higher Certified Financial Planner required FINRA series 7, 66 required Experience with goals-based planning software (ex. eMoney, MoneGuidePro) Excellent interpersonal, communication, presentation, and listening skills Ability to understand and explain sophisticated financial concepts and issues Strong problem-solving skills Detail-oriented, accurate, organized, able to set priorities, self-starter Financial planning/wealth management acumen, judgment, and experience Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry Team player, collaborative, able to work with and through others Desire/ability to work successfully in a small company environment Proficiency with Word, Excel, and PowerPoint

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.

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!

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

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.

Two Lights Private Wealth Two Lights Private Wealth is a multi-generational wealth management firm. Our planning helps client families thrive - today, tomorrow, and beyond. We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 100 collective years serving the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, business owners, law firm partners, and affluent families. Role Overview We are seeking a detail-oriented professional to join Two Lights Private Wealth ($1.5B AUM) as an Associate Wealth Management Advisor, primarily supporting a Private Wealth Advisor while contributing to overall Team success. This role is ideal for someone who excels at client service, meeting preparation, and follow-through, while maintaining strong attention to detail and organizational skills. Team Values: Feel the Love: We create exceptional experiences through true collaboration. We anticipate needs, eliminate friction, and work together seamlessly. When clients and colleagues work with us, they know they are in good hands. Outcome Over Ego: We are driven by results, not personal agendas. We don't care who gets the credit, we care about delivering the best service to our clients. Run to the Ball: We are all-in and proactive. When we see an opportunity or challenge, we 'pick up the phone' - we don't wait to be asked. We are aggressive to serve. We take ownership and act with urgency, communicating early and often to keep everyone in the loop. No Struggling: We are in this together and nobody goes it alone. When challenges arise, we fix the problem, not the blame. We share knowledge, lend support, and make sure everyone has what they need to spend life living. Core Responsibilities Serve as primary support for the Private Wealth Advisors' client relationships while assisting the broader Two Lights Team. Manage meeting preparation including gathering relevant documents, creating and updating financial plans and meeting materials. Handle post-meeting follow-up, including documenting action items and ensuring timely completion. Cooperate with advisors to translate technical analysis into actionable recommendations. Collaborate with team members to ensure seamless client service delivery across the practice. Maintain accurate client records and relationship data in our Client Relationship Management (CRM) software. Support ongoing client service requests and communications. Qualifications: Life, Accident & Health, Series 7, Series 63 required. CFP designation preferred or in progress. Proficient in investment software, financial planning tools, and client relationship management. Strong verbal and written communication, attention to detail, and professionalism. Deep knowledge of investment management, tax strategies, and retirement planning. Ability to manage confidential information while maintaining excellent client service. Compensation and Benefits Salary: $60,000-$100,000 Annually (Commensurate with experience) Bonus: Discretionary Insurance: Health, Vision, Dental, Disability Insurance, Life Insurance PTO Policy: Unlimited Retirement: 401k after 1 year plus PSP Growth Path Success in this role offers growth in responsibility, expertise in wealth management, and income potential. The team is committed to supporting professional development, with full sponsorship of relevant continuing education, advanced designations, and company conferences. A high- performing associate may have the opportunity to lead client relationships, learn advanced technologies, and drive operational improvements, enhancing both personal and firm capabilities. What Makes You Successful in This Role You are organized and take pride in attention to detail. You anticipate needs and follow through on commitments. You maintain composure and effectiveness in a fast-paced environment. You thrive in a team environment while managing individual responsibilities. You deliver exceptional client service. You are eager to learn and would describe yourself as intellectually curious.

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

Northwestern Mutual has been dedicated to helping families and businesses achieve financial security for over 160 years. Our personalized, holistic approach encompasses both insurance and investments to optimize financial well-being today and for the future. With over 4.5 million clients and trusted management of $265.0 billion in assets, we are a leader in life insurance, retirement planning, and wealth management. Our diverse team, including financial representatives and home office professionals in Milwaukee, WI, is growing nationwide. Role Description This is a full-time, on-site role for a Financial Representative located in Reston, VA. The Financial Representative will be responsible for guiding clients through financial planning, providing insurance solutions, and helping clients achieve their long-term financial goals. Daily tasks include consultations with clients to assess their financial needs, developing customized financial plans, and offering advice on investments and retirement planning. Qualifications Knowledge of Insurance and Finance. This education is provided by Northwestern Mutual. Proficiency in Investment strategies. This education is provided by Northwestern Mutual. Excellent interpersonal and communication skills. Ability to build and maintain strong client relationships.

Judson Group has partnered with a fast-growing wealth management firm located in Pittsburgh in the search for an Associate Wealth Advisor. This individual will support the firm's Wealth Managers in serving clients, the creation of financial plans/research, and sales/business development support. The ideal candidate will have experience deepening client relationships with a “client first” mentality. Location: Tysons Corner, Virginia - Remote in Eastern or Central Time Zones Responsibilities: Proactively work with Wealth Managers and other firm members to deliver an exceptional client experience Provide ongoing support to the firm's clients Build, maintain, and strengthen client relationships, resulting in increased client retention Maintain client communication and share relevant information about market updates that may affect their investments Prepare client financial plans and documents for client meetings Attend client meetings and develop and maintain long-term client relationships Actively support new business development opportunities Engage in ongoing professional development to increase industry, product, sales and service skills Requirements: Bachelor's Degree required CFP preferred or must be currently enrolled in a program Series 65 highly preferred 3-5 years' experience with a financial services or RIA firm working with HNW clients Must be passionate about client service and relationship management Excellent technology, communication, and presentation skills Ability to work independently, self-motivated, and proactive Compensation: Very competitive base salary, bonus, and benefits Location: Tysons Corner, Virginia - Remote in Eastern or Central Time Zones

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

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.

Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Budget Analyst $60,349.00 - $115,094.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of a Budget Analyst. The incumbent will have responsibility for formulating, justifying, monitoring, and developing process improvement strategies for budgets within their assigned agency's department. Duties include, but are not limited to: Validating the accuracy of budget requests; providing recommendations and accurate budget projections. Coordinating with program managers and other financial personnel to provide sustainable justification for requests. Ensuring that the budgets of assigned program operations are expended in a manner that achieves program goals, meets established criteria, and regulatory compliance. Providing continuous oversight of the program's expenditure of approved funds; developing guidance and tools to make proper budgetary formulations, execution determinations, and planning decisions. Assessing the impact of revised budget execution policy and timetables. Performs other related duties as assigned. Minimum Qualifications: Two (2) years of progressive experience performing duties related to the work of the position to be filled such as formulating, justifying, monitoring, coordinating and approving budget requests; and preparing reports, analysis, and justifications related to funding matters. For initial review, please submit your resume to Office of the Chief Financial Officer, Office of Human Resources, 1101 4th Street, SW, Suite W220, Washington, DC 20024. To complete an application or for additional details related to this vacancy, please visit governmentjobs.com/careers/dc. The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance. The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER

We are seeking a highly skilled Project Finance Analyst with a strong background in financial modeling to join our growing team. As a key member of our finance department, you will be responsible for building and maintaining complex financial models that assess the feasibility, financing options, and risks associated with renewable energy projects. This role will require a deep understanding of both financial modeling and the renewable energy industry, along with the ability to communicate complex financial concepts to internal and external stakeholders. Key Responsibilities: Financial Modeling: Design, build, and maintain advanced financial models for renewable energy projects, including cash flow projections, valuation, capital structure optimization, and sensitivity analysis. Project Evaluation & Due Diligence: Conduct detailed financial analyses to assess the economic viability of renewable energy projects, including return on investment (ROI), net present value (NPV), internal rate of return (IRR), and other key financial metrics. Financing Strategy: Work closely with project development and senior management teams to structure project financing solutions, including equity, debt, tax equity, and government incentives, tailored to each renewable energy project's specific needs. Budgeting & Forecasting: Develop and manage project budgets and financial forecasts throughout the project lifecycle, ensuring that projects stay within budget and on track to meet financial goals. Stakeholder Communication: Prepare comprehensive financial reports and presentations for internal teams, investors, lenders, and other stakeholders to support decision-making and facilitate project financing. Risk Management: Identify potential financial risks in renewable energy projects and work with internal teams to develop risk mitigation strategies, ensuring financial stability and project success. Market Analysis & Regulatory Compliance: Monitor industry trends, renewable energy policies, and regulatory developments to incorporate into financial models and business strategies. Collaboration: Work with legal, tax, and technical teams to ensure financial models accurately reflect project requirements, regulatory compliance, and potential tax incentives (e.g., ITC, PTC). Project Monitoring & Reporting: Track project performance and financial outcomes, providing recommendations to optimize returns and reduce costs across the project portfolio. Qualifications: Education: Bachelor's degree in Finance, Economics, Accounting, or a related field. A Master's degree or CFA/FRM certification is a plus. Experience: Minimum of 3-5 years of experience in project finance, financial modeling, or a related field, with a focus on renewable energy projects preferred. Technical Skills: Advanced proficiency in Microsoft Excel (including complex financial models, macros, and pivot tables). In-depth knowledge of renewable energy financing structures, including tax equity, power purchase agreements (PPAs), and government incentives. Strong understanding of financial analysis methods (NPV, IRR, sensitivity analysis, etc.). Industry Knowledge: Familiarity with renewable energy sectors such as solar, storage, storage, wind or other clean technologies, as well as understanding of energy markets and regulatory frameworks in the U.S. Soft Skills: Strong analytical skills with the ability to interpret complex financial data. Excellent communication and presentation skills, with the ability to explain financial concepts to non-financial stakeholders. Ability to work collaboratively in a fast-paced, team-oriented environment. Strong attention to detail and ability to manage multiple projects under tight deadlines.

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.

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 ****************

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 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.

ABOUT THE ROLE As business owners, Financial Representatives at Northwestern Mutual Hunt Valley & York help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship 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 are valued partners and proud business owners. As such, they are considered independent contractors 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) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023