Strategic Financial Planner
$70k - $80kBank of America
A leading financial institution is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. This role requires Series 7 and 66 licenses and at least one year of experience in the investments sector. Responsibilities include triaging client leads and building financial plans with brokerage products. The institution offers competitive compensation with a salary range from $70,000 to $80,000 annually, along with industry-leading benefits.#J-18808-Ljbffr
- ...Private Bank in Washington, DC seeks an accomplished Private Banker to build and manage relationships with UHNW clients, delivering strategic advice and tailored investment solutions. You will lead client engagements, collaborate with product specialists, and drive...SuggestedRelocation
$21.35 - $32.02 per hour
...What You’ll Do As a Relationship Banker, you deliver financial education to our members and communities. You consult with members about... ...banking relationships, follow up on business loans, and strategize to help members save for significant life milestones. You may...SuggestedHourly pay$21.35 - $32.02 per hour
...a Relationship Banker, you embrace SECU's brand and deliver financial education to our members and communities. Your day may start... ...relationships, following up with a member about a business loan, or strategizing to help a member save for college, a home, wedding or other...SuggestedHourly pay$100k - $130k
The Associate, Strategic Finance plays a central role in MEI's capital formation and growth strategy, supporting initiatives that span... ...related finance discipline Technical Skills - Advanced Excel and financial modeling; proficiency with PowerPoint and data/BI tools (e.g.,...Suggested- Raymond James Financial, Inc. is seeking a strategic finance professional to drive analysis, modeling, and decision support for key business initiatives in McLean, VA. You will develop materials, perform NPV analyses, and craft business cases that influence short- and...SuggestedTemporary work
- ...and collaborating with the CEO and Board, this leader will translate market insight and financial analysis into clear priorities and actionable plans. The role drives strategic growth opportunities, capital planning, and disciplined evaluation in a regulated financial...
- ...uncovering opportunities, and helping growing businesses achieve their strategic objectives. Rather than inheriting an existing portfolio, this... ...advisor relationships with business owners, executives, and financial decision-makers by understanding their strategic priorities,...Full timeWork experience placementLocal areaFree visa
- ...partnered with a well-established organization in the Bethesda, MD area seeking an FP&A Analyst to support budgeting, forecasting, financial analysis, and business decision support. This role will work closely with finance leadership and business partners to deliver...
- Cherry Bekaert Foundation in Alexandria, VA is seeking a Financial Analyst II to join its FP&A team, supporting budgeting, forecasting, strategic planning and financial decision-making. This high-visibility role is hybrid (3 days in office, 2 remote) and anchored in a...Work at officeRemote work
- ...defense organization based in Alexandria, Virginia, is seeking a Financial Analyst II. This role involves conducting complex financial... ...responsibilities include preparing financial reports, leading strategic planning, and collaborating with various teams. Candidates should...
- ...improvements, and collaboration with finance leaders and SSC teams in a hybrid environment. The ideal candidate has 0-3 years in FP&A or financial reporting, a finance-related degree, and strong English communication skills. US GAAP knowledge and proficiency with Hyperion/BPC...
- Strategic Finance & Investor Relations Associate Strategic Finance & Investor Relations Associate This range is provided by CAVA. Your... ...Development functions. This role will sit at the intersection of financial analysis, strategic communications, and operational execution,...Full timeCasual workWork at officeLocal area
- Strategic Financial Associates, LLC is seeking an Associate Financial Advisor for a full-time, on-site position in Bethesda, MD. The role supports senior advisors in gathering client data, preparing comprehensive financial plans, and assisting with recommendations across...Full time
- A leading financial consulting firm is seeking a Sr FP&A Analyst in Northern Virginia. The role requires expertise in financial forecasting, budgeting, and strategic analysis. Candidates should possess strong data analysis and communication skills, with a minimum of 5 years...Full time
- ...research and development organization in Alexandria, VA to hire a Financial Analyst II. This newly created role offers high visibility and... ...that clearly communicate performance against budgets and strategic plans. #J-18808-Ljbffr Cherry Bekaert Recruiting & Staffing Services
- ...hire an FP&A Analyst. The role supports budgeting, forecasting, financial analysis, and business decision support, collaborating with... ...reporting, variance analysis, and KPI tracking, contributing to process improvements and strategic #J-18808-Ljbffr Cherry Bekaert FoundationFull time
- Nestlé USA is seeking a Sr. Financial Analyst - MOGE to partner with functional leaders, provide strategic financial guidance, forecasting, reporting, and cost management across Marketing, Overhead and General Expenses. The role drives transparency in costs and supports...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...63, and more Certified Financial Planner® licensing support2 Fully company-... ...Company commissions and fees, Strategic Employee Benefits Services commissions,...Full timeContract workFor contractorsWork at office- ...LLC is seeking a detail-oriented Resource Analyst to support financial and budgetary functions within an Intelligence Community environment... ...include managing Spend Plans, RCAFs in ALM, and developing strategic financial analyses. On-site at Bethesda, MD with collaboration...
- ...MANTECH seeks a motivated, career and customer-oriented Senior Strategic Advisor - Defense & Intelligence to join our team in Washington, D.C. (On-site). This role supports the Office of the Under Secretary of War for Intelligence and Security (OUSW[I&S]) by delivering...Work at officeShift work
- ...responsible for annual planning, resource allocation, performing financial analysis, and acting as a business partner with leaders across... .... This role requires someone who is highly analytical and strategic, a great communicator, a structured problem solver, and level‑...Full timeWork at officeFlexible hours
- Northwestern Mutual in the United States seeks motivated individuals to start a financial planning practice as a financial advisor. The role focuses on client-building, education funding, retirement solutions, and holistic planning using our proprietary tools. As an independent...For contractors
- K Street Financial in Washington, DC is seeking a Director of Financial Planning & Lead Advisor to lead the Planning Department and serve as a client-facing advisor. This executive role requires strategic leadership, urgency, and clear communication to align planning with...
- ...means and mentorship needed to succeed, and your creativity will be rewarded.About the PositionDexis is seeking a highly experience Strategic Advisor to support our capture and business development efforts for upcoming opportunities with the U.S. Department of State’s (...Contract workWork at office
- ...This enables senior leaders to execute strategies for developing and sustaining a robust industrial base that meets our nation’s strategic resource objectives. From policy to practice, we are a team of economic and national security professionals providing innovative solutions...For contractorsWork at officeFlexible hours
$200k
...future of our industrySupportive colleagues and management who invest in your growthIgnite Digital is seeking a highly experienced Strategic Advisor to support a U.S. Navy strategic planning and governance initiative within the National Capital Region. The ideal...Permanent employmentContract workFor contractorsLocal area$162.7k - $220.2k
Amazon Web Services (AWS) Nonprofit Business (NPO) is seeking a research industry expert and strategic advisor with deep research background combined with expertise in advanced cloud services for research computing. This person will serve as an advisor and executive-level...Work experience placementLocal areaFlexible hoursDay shift- ...Company Description Strategic Financial Associates, LLC (SFA) is a comprehensive financial services firm that has been helping clients with financial planning, risk management, and wealth strategies since 1996. Led by the sole owner, President, and CEO, Jim Adkins, SFA...Full timeWork at office
$75k
...have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in our... ...of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of...Full timeTemporary workPart timeWork experience placementWork at office- ...clients with self-service banking options. You will accurately handle cash transactions, engage with clients in the lobby, and uncover financial solutions that meet their goals. The role requires being a self-starter, able to learn new platforms, work weekends, and build...Weekend work
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