Senior Financial Advisor
Homestead Funds, Inc.
- # Senior Financial AdvisorApplylocations: Arlington, VAtime type: Full timeposted on: Posted 13 Days Agojob requisition id: R2026-899## Job Description**History and Purpose Make Us Different**Homestead Advisers isn’t your typical investment manager. Founded in 1990 by the National Rural Electric Cooperative Association (NRECA), our start-up story is unique. We are an investment services company and mutual fund manager with roots in rural America, originally formed 35 years ago to invest on behalf of community electric cooperatives and their employees. Across market cycles, our firm has grown in size and scope, gaining recognition through our array of mutual funds, but we have never lost sight of who we serve or the way in which we serve them. This history has shaped our approach to investing and distinguishes us from other firms.We offer:* A committed, client-focused approach* Financial products and services for individuals and cooperatives* Experienced portfolio managers and cost-effective solutionsThe Senior Financial Advisor is responsible for retaining Homestead Funds shareholders and attracting new shareholders through virtual and in-person presentations. Conducts over-the-phone and in-person personalized portfolio reviews and recommends customized asset allocation strategies based on each shareholder’s financial needs. The role also supports the reputation of Homestead Funds client service in the cooperative community.This is a hybrid/remote position. Salary Range: $126,000 - $157,000 with an incentive opportunity. Final compensation determined by individual qualifications, experience and internal equity.**Essential Duties and Responsibilities:*** Provides superior client service and executes comprehensive relationship management strategy for retaining Homestead Funds’ clients.* Maintains expert knowledge of Homestead Funds products and services, staying current on IRS tax guidelines.* Communicates by phone with shareholders and potential shareholders, utilizing a Client Relationship Management (CRM) system to track contact and follow-up points, measure retention success, and ensure high level of client service and high retention rates.* Conducts over-the-phone and in-person portfolio reviews and recommends specific, customized asset allocation strategies.* Proactively informs clients of new products and services and educates clients on various investing concepts, provides advanced notification of and assistance with client actions.* Collaborates with transfer agent, team members and management to ensure service excellence and consistent messaging and communications.* Presents Homestead Funds information on financial wellness, funds, account types, and services at events where appropriate.* Complies with the policies and procedures of Homestead Advisers Corporation and Homestead Funds, Inc., which include but are not limited to the rules and regulations under the Securities Act of 1933, Securities Exchange Act of 1934, Investment Company Act of 1940 and USA Patriot Act of 2001. Fulfills all annual regulatory and firm education requirements and FINRA continuing education as required.## Qualifications**Formal Education Required:** Bachelor’s degree in business or related field. **Experience and Certifications Required:*** Six or more years of mutual fund/investment industry experience is required.* Four or more years direct experience in a senior client facing role.* Marketing or business development experience preferred but not required. Certifications:* Certified Financial Planner (CFP) designation preferred* FINRA Series 6 (Investment Company Registered Representative)* FINRA Series 63 (Uniform Securities Agent)* FINRA Series 65 (Investment Advisor) **Knowledge, Skills and Abilities Required****:** * Knowledge of securities, the mutual fund industry, 401(k) pension plans, defined benefit plans, financial planning and the investments community.* Ability to manage competing deadlines and multiple projects at various stages of development using effective organization skills and attention to detail.* Ability to quickly learn and retain information.* Ability to work independently, collaborate effectively within a team and provide timely follow-up when needed.* Ability to listen and interpret the customer’s needs, de-escalate difficult customer calls, while at the same time researching the issue and applying broad business and technical knowledge to meet the customer’s satisfaction.* Ability to develop and deliver presentations and training workshops on complex information in a relatable manner.* Ability to communicate, both verbally and in writing, with a diverse membership, employees and/or vendors in a clear and precise manner.* Ability to use Microsoft Office tools (Excel, Word, Outlook, Power Point) in the day-to-day essential duties of the job.* Ability to travel (10%).* Ability to report to the office when required.**Essential Physical Requirements**:* The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.* Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.***Disclaimer Statemen****t**:** The preceding job description has been written to reflect management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.***Additional Requirement:**The preceding job description has been written to reflect management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail View email address on click.appcast.io or call: View phone number on click.appcast.io - NRECA Arlington Human Resources. Please call View phone number on click.appcast.io - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis.
- J-18808-Ljbffr Homestead Funds, Inc.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor in Arlington, VA vacancy
$126k - $157k
...Senior Financial Advisor Responsible for retaining current Homestead Funds shareholders and attracting new shareholders through virtual and in‑person presentations. Conduct over‑the‑phone and in‑person personalized portfolio reviews and recommend customized asset allocation...SeniorWork at officeRemote workHomestead Advisers Corp
Arlington, VA3 days ago- ...other firms. We Offer A committed, client‑focused approach Financial products and services for individuals and cooperatives... ...Experienced portfolio managers and cost‑effective solutions The Senior Financial Advisor is responsible for retaining Homestead Funds shareholders...SeniorWork at officeRemote work
Independent Educational Consultants Association
Arlington, VA3 days ago $365k - $390k
The Washington, D.C. office of Holland & Knight seeks an associate with 5–6 years of experience to join their Political Law team. Candidates should possess robust political law expertise, including campaign finance, government ethics, and lobbying laws. This is an exceptional...SeniorWork at officeMorgan Lewis
Washington DC1 day ago- ...objectives and comply with applicable laws. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team. Develop solutions and solve intricate tax issues using analytical judgment. Identify opportunities to enhance...SeniorFull timeLocal area
PwC
Washington DC11 hours ago - ...Senior Financial Planner Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing... ...Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning...SeniorWork at officeRelocationMonday to FridayFlexible hours
Range
McLean, VA1 day ago - ...Senior Associate, State and Local Tax Financial Services A career in our State and Local Tax Financial Services practice, within State and Local Tax services... ...expected to lead the way as technology-enabled tax advisors who provide significance through digitization,...SeniorLocal area
PwC (US)
Washington DC4 days ago $85k - $110k
## Senior Financial Analyst - FP&AApplyremote type: Flexlocations: Washington, DCtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR2623Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise...SeniorWork at officeRemote workShift workThe Fannie Mae
Washington DC4 days ago$62.8k - $103.4k
...professionally. There's no one like you and that's why there's nowhere like RSM. RSM's Payroll Services practice is looking for a dynamic Senior Payroll Specialist with a team-oriented mindset and a love for collaborating and helping clients solve problems. You will be an...SeniorFull timeWork experience placementInternshipWork at officeLocal areaRSM
Washington DC1 day ago- ...investment management firm that is seeking a Senior Associate to join their team. The role... ...investments. Responsibilities Financial Operations Manage day-to-day accounting... ...accounts receivable for the investment advisor and captive service providers. Assist in...SeniorFull timeTemporary workLocal areaImmediate start
- ...opportunities to collaborate with other regional offices and HQ). Senior Finance Associate provides support for finance, accounting,... ...Assist with analysing and interpreting the North America office’s financial statements and project financial reports and recommending...SeniorWork at officeLocal areaTrial period
$83k - $99.45k
...About the Role AES Clean Energy seeks a Senior Analyst for our FP&A and Transaction team. The role involves financial management of a ~1 GW portfolio of operating renewable energy assets and sits at the intersection of operational FP&A, capital markets, and investor relations...SeniorFor contractorsAES Corporation
Arlington, VA11 hours ago$104.6k - $119.6k
...Financial Analyst WEX is currently seeking a self-driven and motivated Financial Analyst to join the Over-The-Road and Factoring FP&... ...consistent with expectations. Prepare budget presentations for Senior Management and the Board of Directors. Coordinate and...SeniorRemote workFlexible hoursWEX
Washington DC22 hours ago- ...leaders across the company to strengthen forecasting, improve financial visibility, and support strategic decision-making in a fast-moving... ...solutions Respond quickly to ad hoc analytical requests from senior leadership Support preparation of board and investor materials,...SeniorFull timeWork at officeLocal areaWork from homeShift work
Measurabl
Washington DC2 days ago - ...information, providing comprehensive guidance and resources to Okta customers so they can effectively manage their risk. Role As a senior level analyst of Customer Assurance, you will support prioritizing and efficiently responding to questions about our security program...SeniorLocal area
Gravity Engineering Services Pvt Ltd.
Washington DC11 hours ago - ...citizen services. When it comes to excellence, we deliver. Learn more about our employer brand at makpar.com/careers . The Senior Information Security Analyst will perform the core cybersecurity assessment and compliance work for IRS Safeguards. The role supports...SeniorFull timeStart working todayFlexible hours
Makpar Corporation
Washington DC11 hours ago - ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry Non-Profit Organization Management Type Non Profit Founded 2017 Employees 11-50 Categories...Senior
Confidential
Washington DC3 days ago $115k - $125k
...Responsibilities Oversee the accounting and financial reporting process for a portfolio of... ...reporting, and other materials supporting senior leadership and investment teams.... ...auditor requests. Liaise with external tax advisors to support partnership tax compliance, investor...SeniorTemporary workLocal areaLHH
Washington DC11 hours ago- The Low Income Investment Fund in Washington D.C. seeks a Credit Officer to manage the credit requirements and oversee the Special Attention Loan portfolio. This role involves structuring workflows and guiding the Asset Management team while collaborating closely with ...Senior
Low Income Investment Fund
Washington DC4 days ago $120k
...Our client, a publicly traded and innovation-driven life sciences company, is seeking a Senior Financial Analyst to join its corporate finance team. This is a rare opportunity to work in a highly analytical role with direct exposure to executive leadership, including...SeniorContract workTurn2Partners
Washington DC2 days ago- ...partnering with one of the most active and well-capitalized REITs in senior housing and healthcare real estate that is seeking an Senior... ...data-driven investing. The right candidate will bring strong financial modeling skills and a strategic mindset to support the company’...Senior
Specialty Consultants
Washington DC11 hours ago - hackajob is collaborating with Nightwing to connect them with exceptional professionals for this role. Nightwing provides technically advanced full-spectrum cyber, data operations, systems integration and intelligence mission support services to meet our customers...SeniorContract workImmediate start
Nightwing
Arlington, VA26 days ago $90k - $115k
...Ready to take ownership of financial planning and analysis in a highly visible role? Join a growing organization where your insights will... ...strategic planning while enjoying a flexible hybrid schedule. Senior Financial Analyst Salary: $90,000 – $115,000 Why This Opportunity...SeniorWork at officeRemote workMonday to FridayFlexible hours2 days per weekCreative Financial Staffing
Falls Church, VA4 days ago- ...notified as funding and hiring timelines are confirmed. We encourage all qualified applicants to apply. We are currently seeking a Senior Security Operations Analyst to support cybersecurity operations within a federal environment in Washington, DC. This role is...SeniorFull timeLocal areaShift work
- ...Associate / Senior Associate, Underwriting, Healthcare Finance COMPANY DESCRIPTION:Forbright is a nationwide full-service bank and commercial... ...healthcare services and owners of healthcare real estate Model financial projections and run sensitivity analyses to assess a firm’s...SeniorRotational programWork at office
NextGenEnergyJobs
Chevy Chase, MD1 day ago - Qmulos is recruiting cybersecurity specialists who want to challenge themselves by working with brilliant people to solve some of today’s most important cybersecurity problems. As an emerging cybersecurity software and consulting company in the heart of Washington D.C.,...Senior
$100k - $120k
...Operations leadership to drive long-term strategic planning and financial decision-making. Prepare and manage annual operating and... ...development, and relevant publications. Act as the primary financial advisor to Corporate Operations leadership, providing guidance on budget...SeniorContract workAddison Group
Arlington, VA11 hours ago- ...requirement for this role.* The Menkiti Group, one of the DMV's leading Development and Residential Brokerage companies, is seeking a Senior Loan Officer who has experience leading growth via partnerships and superior client service. This is an incredible opportunity for...SeniorWork at officeFlexible hours
- ...Job Description PRIMARY OBJECTIVE OF POSITION: The Senior Acquisition Analyst is responsible for supporting the research, development and acquisition of several programs including CREW, JEOD, UWEOD, ExMed, ATA and other future programs that are assigned. MAJOR DUTIES...Senior
6AM City
Washington DC2 days ago $90k - $108k
...Financial Relationship Advisor Opportunity in Financial Services CW Advisors - Financial Advisor Location(s): Falls Church, VA: 3120 Fairview Park Dr suite 230, Falls Church, VA 22042 We have returned to the office on a hybrid schedule requiring a minimum of 2 days weekly...Full timeWork at officeAdvisor Group
Falls Church, VA2 days ago- ...currently supporting a respected independent Registered Investment Advisor (RIA) in the McLean, Virginia area as they continue to expand... ...its reputation on delivering comprehensive, fiduciary-based financial advice through long-term relationships, thoughtful planning, and...
Graystone Group Inc
McLean, VA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor. Be the first to apply!
Related searches
- financial planning assistant Arlington, VA
- financial planning administrator Arlington, VA
- jde finance consultant Arlington, VA
- financial consultant Arlington, VA
- financial advisor development program Arlington, VA
- financial counselor Arlington, VA
- financial associate Arlington, VA
- financial advisor associate Arlington, VA
- finance associate Arlington, VA
- associate corporate finance Arlington, VA