Financial Professional
$80k - $120kNew York Life - Metro DC
Join a team where your growth is our priority. At New York Life, we're dedicated to empowering individuals and businesses to achieve financial security with our robust insurance and financial solutions. As a Financial Professional, you'll benefit from structured training, comprehensive mentorship, and support for obtaining necessary licenses. Our inclusive culture fosters collaboration and innovation, offering you access to a wide range of financial solutions and a flexible work environment. With us, you'll have a clear path to leadership and strong income potential, making this role perfect whether you're an experienced professional or transitioning into the financial services industry. Let's build your future together—because when you succeed, we all succeed. Responsibilities Guide clients in creating personalized financial plans that align with their goals and aspirations. Educate clients on a variety of insurance and financial products to ensure they make informed decisions. Build and maintain strong, trusting relationships with clients through regular communication and follow-ups. Collaborate with team members to develop innovative strategies that enhance client satisfaction and business growth. Stay informed about industry trends and regulatory changes to provide up-to-date advice and solutions. Utilize company resources and tools to streamline processes and improve client service efficiency. Participate in ongoing training and professional development to enhance your skills and knowledge base. Qualifications Ability to communicate complex financial concepts in a clear and engaging manner. Proven track record of building and maintaining strong client relationships. Familiarity with insurance products and financial services, including regulatory requirements. Strong analytical skills to assess client needs and develop tailored financial plans. Ability to work collaboratively within a team to drive client satisfaction and business growth. Commitment to continuous learning and professional development in the financial industry. Compensation $80,000 - $120,000 per year #J-18808-Ljbffr New York Life - Metro DC
$80k - $120k
...Join a forward-thinking team at New York Life - Metro DC as a Financial Professional. Here, you’ll play a vital role in helping individuals and businesses achieve long-term financial security through personalized insurance and financial solutions. We’re committed to your...SuggestedFlexible hoursNew York Life
Bethesda, MD1 day ago$100k
...years, New York Life has helped individuals, families, and businesses navigate life’s financial goals and challenges through changing markets and generations. As a New York Life professional, you play a direct role in helping people plan and protect what matters, and...SuggestedFull timeLocal areaNew York Life
Bethesda, MD16 hours ago$27 - $41 per hour
...a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity... ...advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in...SuggestedWork at officeLocal areaMonday to FridayIntuit
Silver Spring, MD13 days ago$78.63k - $160.75k
...and special tax related projectsThe TeamWe have dedicated tax professionals that are committed to executing on implementing our firm... ...AgentCertifications:Project Management Professional (PMP)Chartered Financial Advisor (CFA)Professional EngineerGRIPreferredAdvanced degree...SuggestedWork at officeWorldwide$78.68k - $160.75k
...opportunity to join a growing practice and collaborate with professionals across Tax, Advisory, Consulting, and Audit & Assurance.Recruiting... ...AgentProject Management Professional (PMP)Chartered Financial Advisor (CFA)Professional EngineerPreferred:Advanced degree in...SuggestedWork at officeLocal areaVisa sponsorship- ...such, this role requires strong capital management, analytical, financial, project management, communication, interpersonal, written... ...Qualifications ~12+ years of related financial services professional/industry experience – previous experience related to capital...
MDA Edge
McLean, VA4 days ago - ...Washington, District of Columbia, United States About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRIDpart-time/full-time opportunity ---You MUST live and work in the United States to be considered for this...Hourly payFull timePart timeFor contractorsImmediate startRemote work
GFI Pros
Washington DC1 day ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Washington DC2 days ago$95k - $115k
...accounting ledger.Review and post monthly fixed charges.Support the financial reporting process through preparation of schedules and... ...skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Saul Centers Inc....Full timeTemporary workWork at office$86k - $116k
..., so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory... ...limited to: Leads the staff auditor on a variety of federal financial statement auditsDemonstrates an understanding of complex...Work at officeLocal areaFlexible hours3 days per week$120k - $180k
...impact. What You’ll Work On: We are seeking an experienced professional help grow our Rail & Transit practice with their deep... ...ancillary revenue forecasting, preparation and due diligence of financial models, and P3 advisory. Working as part of our Rail and Transit...Local areaFlexible hoursSteer Inc
Washington DC16 hours ago- ...provide exposure to general ledger activity, reconciliations, close support, and financial reporting processes. This is an excellent opportunity for an early-career accounting professional looking to build strong foundational experience in a collaborative environment. Key...Full time
Cherry Bekaert Foundation
Bethesda, MD4 days ago $64.1k - $75.4k
...Collaborates with Operations Controllers to ensure the accuracy of the financial books, partnering with Business Development and Legal to... ...:Education and Experience: The combination of education and professional experience must exceed 5 years: In a technical role: Requires...Local areaFlexible hoursAvolta
Bethesda, MD3 days ago- ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Bethesda, MD3 days ago - ...to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of... ...data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance...Work at office
Rose Financial Services
Silver Spring, MD5 days ago $70k - $75k
...headquarters in Silver Spring, MD, and offices in Braintree, MA and Sugar Land, TX, is uniquely positioned to leverage global technology and financial partnerships to help modernize America’s power generation. We are driven to improve our energy infrastructure by developing and...Temporary workFlexible hoursCompetitive Power Ventures
Silver Spring, MD16 hours ago$120.7k - $188.73k
...and contribute to the analysis and reporting of a component’s financial activities and budget.Assist in crafting comprehensive spend... ..., financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, and work-life programs. Our...Full timeContract workPart timeLocal areaRemote work$80k - $120k
...Tax /*generated inline style */ Job Description As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and...Local areaFlexible hours3 days per week$76.3k - $119.9k
...streamlining processes to close our books faster, scaling of financial systems and other workflows, and ensuring adherence to U.S. GAAP... ...required; CPA ideal but not required Possess 1–3 years of professional accounting experience Deep comprehension of the U.S. GAAP standards...Contract workZoomInfo
Bethesda, MD2 days ago$30 - $38 per hour
...Accountant to support the day-to-day accounting operations and financial reporting functions of the organization. The ideal candidate... ...payable processes. This role requires a detail-oriented professional who can work independently, maintain accurate financial records...LHH
Bethesda, MD1 day ago$65k - $70k
...Opportunity Stands Out:Competitive salary with opportunities for professional growth and advancement. Hybrid (3 in, 2 remote) in Bethesda,... ...year-end processes. Opportunity to make a direct impact on financial accuracy and business performance. Stable position with long-...Remote workCreative Financial Staffing
Bethesda, MD1 day ago- ...the Intelligence Community, is seeking creative and dedicated professionals to fulfill their career goals and objectives while delivering... ...an experienced Resource Analyst for budget execution and financial analysis. In this role, you will regularly interface with Directorate...
$80.83k - $129.32k
...primary responsibility for preparing the income tax provision and financial reporting under ASC 740. This role works closely with the... ...annual tax provision, coordination of tax compliance with professional service providers, support for financial statement disclosures...Full timeFlexible hours$75k - $85k
...you join our team, you'll work alongside the most dedicated professionals in the industry and open the door to unlimited career opportunities... ...team.Job DescriptionWhat You Will Do: We are looking for a Financial Analyst to join our fast-paced East Operations Finance Team....Temporary workWork at officeLocal area- ...monthly and quarterly meetings. The candidate will be responsible for working with various branches to ensure that the new and existing financial processes are understood and implemented correctly. Integral to the role is the ability to analyze data to understand trends,...Contract workWork at officeRemote work
- ...expenses, debt and general income statement accounts in client financial statements and propose adjusting journal entries when needed... ...Gain an understanding of firm policies, procedures, and professional standards through observation and inquiry, and adhere to them...Full timeWork at office
Ryan & Wetmore
Bethesda, MD2 days ago $104k - $166k
Responsibilities The Financial Services Budget Formulation Analyst assumes a pivotal role within the customer’s organization, playing a critical and multifaceted part in bolstering the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE). In this...Contract workWork at officeShift work$125.5k - $155.75k
...Job Description Job Description Join our team at New York Life - Tysons Corner as a Financial Service Professional and be part of a company that truly prioritizes its clients' interests. With over 175 years of industry success, we offer you the opportunity to help...New York Life - Tyson's Corner
Vienna, VA5 days ago- ...the Bank are experienced bankers, bank investors, and business professionals in the Bank's target market area. Rapid consolidation in the... ...bank."At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders,...Work at officeLocal areaAfternoon shift
Trustar Bank
Bethesda, MD1 day ago $90k - $120k
...as COBIT, NIST, ISO, or COSOExcellent analytical, communication, and stakeholder-management skillsA Successful Candidate Brings:Professional certifications such as CISA, CISSP, CIA, or CPAExperience auditing ERP systems (Oracle, SAP, or similar enterprise platforms)Exposure...Full timeTemporary workWork experience placementImmediate startFlexible hours
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