151 Results for

Financial Advisory Jobs in White, WA

Jobs

New!

Ellicott City, MD4 days ago

Remote

$40–$55 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role requires an individual who is an Enrolled Agent (EA) and possesses an in-depth understanding of financial planning, wealth planning, tax planning, Roth conversions, charitable donations, rental properties, business planning, and real estate tax.

New!

West McLean, VA4 days ago

$150,000–$200,000 Per Year

You will provide the knowledge and expertise necessary to assist privately held companies, public companies, investors, private equity firms and lenders in organizing and completing both buy-side, sell-side and quality of earnings due diligence reviews. As a Business Advisory Manager – Transactions, you will be part of a team that is committed to assisting clients with critical business decisions by applying our insights, providing innovative solutions, and leveraging our experience in each unique situation.

New!

Bethesda, MD1 day ago

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

New!

Bethesda, MD6 days ago

New!

Washington, DC4 days ago

$200,000–$250,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Collaborate and lead the advisors - accountable that advisors are following compliance policy and acting as a fiduciary as well as navigating the challenging conversations with advisors.

Baltimore, MD29 days ago

$22–$22 Per Hour
Temporary
Full-time

Key Responsibilities C oordinate and approve the release of excess collateral and dividend payments Verify loan values in monitoring systems against original underwriting in case of shortfalls Notify branches and collaborate with financial advisors to resolve over-limit situations Provide documentation and information for federal, state, and internal audits Identify and mitigate regulatory risks in securities-based lending products Handle escalated issues from branches, sales desks, and other firm areas Partner with IT and other departments to enhance operational processes Required Qualifications B achelor’s degree in Business, Finance, or Economics (work experience in banking/finance may substitute) Experience in securities-based lending preferred Intermediate proficiency in Outlook, Word, and Excel Strong problem-solving and resolution skills Excellent organizational and time management abilities in high-pressure environments Professional oral and written communication skills Superior attention to detail Strong research, analytical, and math skills Ability to prioritize and manage multiple tasks simultaneously Preferred Qualifications Prior experience in brokerage or private banking opera tions Education: Bachelors Degree Job Summary We are seeking a detail-oriented Operations Analyst to join our Private Banking Operations team.

New!

Annapolis Junction, MD2 days ago

$67,143–$92,500
Full-time
Employee

This onsite role plays a critical part in supporting the Army Spectrum Management Office, ensuring financial accuracy, effective budget execution, and informed program decision‑making. Our workforce includes skilled tradespeople; artificial intelligence, machine learning (AI/ML) experts; engineers; technologists; scientists; logistics experts; and business administration professionals.

New!

Arlington, VA2 days ago

$127,504–$140,000
Full-time
Employee

The Affordability Directorate requires analysis and support services to develop executable business cases for the F-35 fleet that dramatically reduce the Cost Per Tail Per Year (CPTPY), Unit Recurring Flyaway (URF) cost, and Development related costs. manage the data collection and consolidation process with accounting resources and functional leadership; analyzing the information to validate completeness and accuracy with the goal of communicating trends and key drivers to executive leadership.

New!

McLean, VA4 days ago

$100,000–$170,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

Washington, District of Columbia13 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Washington, DC20 days ago

This role is ideal for an early career professional with exposure to public private partnerships, infrastructure finance, real assets, or public-sector advisory who thrives in a fast-paced consulting environment and is eager to contribute to high-impact national programs. You'll partner with senior policymakers, industry leaders, and a world-class team of advisors on programs that strengthen national security, modernize public assets, and deliver long-term public value.

North Bethesda, MD16 days ago

If you've built a career advising CEOs, CFOs, COOs, and Executive Directors-and you're ready to own a revenue franchise instead of carrying a quota inside someone else's machine-this role is designed for you. As a Business Development Representative, you will operate as a trusted advisor to senior executives, owning the full revenue lifecycle from relationship development through close and handoff.

Washington, DC17 days ago

Washington, DC30+ days ago

$190,000–$210,000 Per Year

The successful candidate will have demonstrated subject matter expertise in financial management, auditing, and data analytics in order to assist our Department of Defense (War) client elevate audit readiness and improve financial processes. Salary at Seneca is based on a variety of factors including but not limited to location, experience, skill set, performance, licensure and certification, as well as contract-specific affordability and organizational requirements.

Washington, DC7 days ago

$120,000–$180,000

We are seeking an experienced professional help grow our Rail & Transit practice with their deep expertise in areas such as O&M cost modelling, business planning/modelling, ancillary revenue forecasting, preparation and due diligence of financial models, and P3 advisory. Demonstrated success in growing commercial advisory services, working directly with clients and senior decision-makers and leading projects that tackle complex transportation and rail challenges.

Washington, DC17 days ago

This role is ideal for a mid-career professional with exposure to public private partnerships, infrastructure finance, real assets, or public-sector advisory who thrives in a fast-paced consulting environment and is eager to contribute to high-impact national programs. You'll partner with senior policymakers, industry leaders, and a world-class team of advisors on programs that strengthen national security, modernize public assets, and deliver long-term public value.

Washington, DC17 days ago

ARLINGTON, VA30+ days ago

$118,000–$196,000 Per Year

Work with strategy consulting teams and data science teams to design and execute data-driven projects, such as market sizing/segmentation, patient journey, provider profiling/targeting, provider affiliation mapping, epidemiology studies, managed care analytics, pull-through modeling/program design, forecasting, field force design, KPI/performance tracking, and incentive comp. + Experience designing and executing life sciences/pharmaceutical data-driven projects, such as market sizing/segmentation, patient journey, provider profiling/targeting, provider affiliation mapping, epidemiology studies, managed care analytics, pull-through modeling/program design, forecasting, field force design, KPI/performance tracking, and incentive comp.

Bethesda, MD30+ days ago

$90,000–$110,000

At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world. Coordinates various phases of engagements with engagement supervisor or manager; reviews working papers for accuracy & completeness, communicates with clients.

Vienna, VA30+ days ago

Lead coordination efforts with points of contact and first/second lines of defense to conduct preliminary research, lead process walkthroughs, document process narratives and workflows, identify key risks and controls, and obtain audit evidence for testing. + Manage audit timelines to ensure the timely reporting of identified risks and issues; report delays and issues in overall audit to management and lead resolution of audit project issues.

Tysons, VA30+ days ago

This is a unique opportunity to become part of our collaborative, dynamic and entrepreneurial team, assisting with projects such as IPO Readiness, Restructuring, Mergers and Acquisitions, Divestitures and Carve-Outs, Revenue Recognition, Lease Prep, and more! Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries.

Washington D.C., DC30+ days ago

$99,000–$232,000 Per Year

As part of the Capital Markets Accounting Advisory Services Generalist team you are expected to advise multi-national, publicly-traded companies & private equity firms on a broad range of technical accounting, financial reporting, & capital markets topics. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

Washington, DC30+ days ago

Remote

$125,000–$140,000 Per Year

Dining engagements often integrate with larger institutional planning efforts—including student life, housing, athletics, and campus development—requiring close collaboration across the firm to deliver coordinated strategies that support each institution’s mission. B&D partners with institutions, municipalities, and organizations to shape and deliver complex real estate and capital projects, providing strategic insight and end-to-end advisory services across the full project lifecycle.

Washington, DC14 days ago

Combine functional knowledge, with an understanding of higher ed’s unique organizational dynamics, enabling partners to set strategy, lead their institutions, and manage their operations more effectively by: Diagnosing and giving voice to dynamics that are often felt, but not addressed; Supporting leaders as they align effort and teams around institutional priorities; Pathing partners through ranges of viable solutions and their pros and cons; recommending paths for improvement and serving as their guides and accountability Partners as they progress; Connecting partner institutions and creating learning experiences. Make EAB insights and data accessible and impactful for our partners, bringing clarity and context to their understanding of their challenges; Present partners with new ideas and potential solutions to those challenges and advocate for adoption; Act as an expert outside voice, building consensus and educating committees and staff.

Washington, DC23 days ago

At EAB, we believe that to fulfill our mission to “make education smarter and our communities stronger” we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard. Through advisory services, research, benchmarking, and events, DBP offers members a trusted, go-to partnership for solutions and strategies on how to implement, grow, measure, and create first-in-class culture, inclusion, and belonging programs.

Herndon, Virginia30+ days ago

$135,000–$216,000 Per Year

Peraton offers enhanced benefits to employees working on this critical National Security program, which include heavily subsidized employee benefits coverage for you and your dependents, 25 days of PTO accrued annually up to a generous PTO cap and participation in an attractive bonus plan. Perform advisory services for risk management framework (RMF) activities to support system team IT control implementations in accordance with financial management overlay.

Washington, DC30+ days ago

Full-time

SailPoint maintains broad salary ranges for its roles to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect SailPoint's differing products, industries, and lines of business. By harnessing the power of AI and machine learning, SailPoint automates and streamlines the complexity of delivering the right access to the right identities and technology resources at the right time.

Arlington, VA30+ days ago

Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs. + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt).

Arlington, Virginia23 days ago

Providing policy or financial analysis on infrastructure grant programs to help EPA and states achieve priorities of public infrastructure funding, such as improving access to clean drinking water across the country, replacing lead service lines, and making America’s water infrastructure more resilient. As a highly motivated Junior Environmental Policy & Financial Analyst, you’ll be joining Cadmus’ rapidly growing practice supporting contracts with EPA and other government clients in the areas of drinking water, water quality, and resilience.

Arlington, VA30+ days ago

The position works closely with senior executives, elected officials, and stakeholders to support decision-making and ensure sound financial management of programs and initiatives. The Staff Financial Analyst performs advanced financial analysis and advisory work to support budgeting, fiscal policy, and strategic financial planning.

Burke, VA30+ days ago

Full-time

If you have experience supporting FAA PMO programs or federal capital investment portfolios and want to be considered for future opportunities, please submit your résumé for inclusion in our talent pipeline. We are building a talent pipeline for FAA ATO Program Management Organization (PMO) opportunities, including support for major capital investment programs and NAS modernization initiatives.

Burke, VA30+ days ago

Full-time

CI TECH GROUP is a growing small business providing high-quality program management, financial analysis, and strategic advisory services to federal clients. The Financial Analyst will support FAA programs by performing financial tracking, budget analysis, and reporting under the guidance of senior staff.

Baltimore, MD30+ days ago

Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships.

Arlington, Virginia30+ days ago

You will be joining a team of personnel with experience and an in-depth understanding of the environments that include ground, near-space, space, and any system that operates in those environments to meet current and projected strategic, operational, and tactical needs for the Department of Defense (DoD). If you have the courage to take on a wide variety of complex challenges, then you will experience a unique working environment where innovative teams blend different perspectives, disciplines, and technologies to discover new ways of solving complex problems.

Annapolis, Maryland30+ days ago

$80,000–$250,000 Per Year

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. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Alexandria, Virginia30+ days ago

The Critical Infrastructure Group (CIG) within JOID provides technical, programmatic and analytical support to customers with missions in national security to include the Department of Homeland Security (DHS), Health and Human Services (HHS), and the Federal Aviation Administration (FAA). The Group brings technical and operational expertise in fields of countering weapons of mass destruction, critical infrastructure protection, emergency response, nuclear non-proliferation, weapons deployment programs, and transportation safety.

Washington, DC30+ days ago

$175,000–$225,000 Per Year
Full-time

Pay Rate: $175,000 - $225,000 Summary: Major national/international asset-management firm in the financial services industry Seeking a successful sales executive with a strong track record in financial investment sales Location: Metro Washington DC area Responsibilities: Engage affluent individual clients with financial investment opportunities Drive sales and growth within the asset-management firm Leverage extensive experience to enhance client relationships and sales outcomes Requirements: 5-20 years of successful sales experience in financial advisory, wealth management, or banking/finance Four-year college degree required; MBA preferred Reside in the metro Washington DC area Preferred Skills: Extensive experience with affluent clients Proven track record of retail financial investment sales Benefits: Base Salary: USD $175,000 to $250,000 Full-time position with full benefits Commission compensation available No overnight travel required Extraordinary financial potential for a talented executive

Quantico, VA18 days ago

2024 First Command Financial Services, Inc. parent of First Command Brokerage Services, Inc (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. That’s why we prioritize the hiring of veterans and military spouses to serve as First Command Financial Advisors, and why we are reaching out to the leaders here aboard MCB Quantico and TBS areas as we seek to fill this vital role in our organization.

Ft. Belvoir, Virginia30+ days ago

Responsibilities: Track acquisition project-essential data to include current spend plans, project funding, budget, and obligation plans; contract burn rates, and assist in the crafting of related materials for projects, contracts, orders, assistance instruments and interagency agreements. Provide support to budget formulation and development, build current year Lines of Accounting (LoA)/Work Break Down Structure (WBS), tracking of un-resourced requirements, cost benefit analyses, and Earned Value Management System (EVMS) reporting analyses.

Arlington, VA30+ days ago

Experience with related Government Financial Management systems including at least one third of the following systems: Defense Acquisition Initiative (EBS, P2P, O2C, OBIEE, Hyperion); G-Invoicing; Select & Native Programming Data Input System for Information Technology (SNaP-IT); Department of Defense Information Technology Investment Portal (DITIP); Comptroller Budget Estimate Submission tool (Comptroller RDT&E XML Exhibits); Defense Travel System; Program Resources Collection; Dormant Account Review Quarterly (DAR-Q); Wide Area Workflow (WAWF); WHS SharePoint Sub-Allotment Portal; and CAPE Program Budget Review (PBR) Issue Nomination System. Supporting the annual Department Program Review process, analyzing Service and Defense Agencies Program Objective Memorandum (POM), Program Budget Review (PBR) and President's Budget (PB) submissions for assigned programs, projects, and PEs.

New!

Washington, DC1 day ago

$140,000–$200,000 Per Year

Pro forma modeling to determine financial feasibility **Preferred Qualifications:** + MBA, or other Master’s degree in Operational Research, Management, Management Science, Finance, Economics, Systems Engineering and/or related fields; or demonstrated equivalency of experience and/or education + Bachelor’s degree in STEM disciplines + Curiosity about our clients, their business, and the industries they operate in. + Conducting business modelling (market sizing, segmentation, penetration, adoption) and investment analysis by building custom discounted cash flow (DCF) Excel models to calculate revenue, cost-benefit analyses (CBA), EBITDA, NPV, IRR, CAGR for client’s policies, projects and programs.

Arlington, Virginia7 days ago

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.).

New!

Washington, DC3 days ago

5-20 years of successful sales experience in financial advisory, wealth management, or banking/finance. Seeking a successful sales executive with a strong track record in financial investment sales.

Lanham, Maryland30+ days ago

You will collaborate closely with senior leadership, operations, and cross-functional teams, supporting both tactical execution and long-term strategic initiatives. • Partner with operations, sales, engineering, and other departments to provide financial guidance, develop meaningful KPIs, and support operational decision-making.

Arlington, VA30+ days ago

Riley Financial, Inc. (NASDAQ:RILY), through its subsidiaries, provides collaborative financial services and solutions to the capital raising and financial advisory needs of public and private companies and high net worth individuals. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research and sales and trading to corporate, institutional and high net worth individual clients.

Annapolis, MD30+ days ago

Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Certified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred.

Washington, DC30+ days ago

KLSA combines strategic advisory services with hands-on delivery; bringing product leadership, secure data engineering, systems integration, and user-centered design to help clients translate complex requirements into scalable, high-quality solutions. The following position comprises a multidisciplinary delivery team responsible for planning, building, integrating, deploying, and operating an AI-enabled chatbot capability using an iterative, sprint-based approach with security and risk management embedded throughout.

Washington, District of Columbia27 days ago

Vienna, VA23 days ago

$110,000–$128,000 Per Year

Regular hours for the positions will be the regular hours for the Washington, DC metropolitan area, 8:15 am – 5:00 pm EST; however, positions may be permitted to work alternative work schedules (AWS) as needed and approved, while adhering to the PM Bureau’s core hours, currently 10:00 am to 3:00 pm, and in-person requirements for PM/SA. IBTCI specializes in monitoring, evaluation, research, and learning (MERL) and institutional support across many areas and sectors including, but not limited to, conflict and crisis, democracy and governance, agriculture, economic growth, food security, education, environment, and global health.

Washington, DC30+ days ago

$56,803–$90,885 Per Year

This support includes financial and operational analysis to support key management initiatives, capital and operational budgeting, labor productivity analyses, service line and margin analyses, long-term planning, and responding to ad-hoc requests as necessary. Prepares various management reports including bi-weekly overtime, employee overtime report, full-time equivalent report, new hires and separation reports, accounts payable, and service agreement reports for distribution to departments as well as other reports .

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Financial Advisory Jobs in White, WA

REMOTE Tax Specialist (Part-Time, Wealth Advisory, EA required) Jobot

Business Advisory Manager - Transactions Jobot

Financial Advisor New York Life - Washington DC - Virginia- Maryland

Entry Level Financial Professional New York Life - Washington DC - Virginia- Maryland

COO, Wealth Management Jobot

Financial Analyst Compunnel, Inc.

Program Financial Analyst - 28351 Company Confidential

F-35 Financial/Cost Analyst 4 - 27336 Company Confidential

Transaction Advisory Manager - Financial Due Diligence (FDD) bdo consulting

Federal Senior Consultant, Financial Advisory Services Baker Tilly Advisory Group, LP

Analyst - Infrastructure Consulting & Advisory Librium Group

Senior Business Development Representative, C‑Suite Advisory Sales Rose Financial Solutions LLC

Associate - Infrastructure Consulting & Advisory Librium Group

Audit/Advisory Specialist Seneca Holdings

AVP, Commercial Advisory (Rail & Transit) Steer

Senior Associate - Infrastructure Consulting & Advisory Librium Group

Manager - Infrastructure Consulting & Advisory Librium Group

Managing Consultant - Life Sciences Advisory - Strategy & Data Analytics (Pharma & Biotech) Guidehouse

Outsourced Accounting & Advisory Services Senior Accountant GRF CPAs & Advisors

Lead IT Auditor (Advisory and Technology Implementation) Navy Federal Credit Union

Experienced Associate - Accounting Advisory Centri Business Consulting

Deals - Capital Markets Accounting Advisory Services - Manager PwC

Senior Associate (Procurement & Contract Advisory) Brailsford and Dunlavey

Director, Research Advisory Services EAB

Associate Director, Seramount Advisory EAB

IT Audit Advisory Consultant/FISCAM SME Peraton

Advisory Solution Consultant (Enterprise West) SailPoint Technologies, Inc

Client Advisory Partner - Water/Wastewater Utilities - East Region Job Details | Black & Veatch Family of Companies Black & Veatch

Junior Environmental Policy & Financial Analyst The Cadmus Group, Inc.

Staff Financial Analyst (Future Contract Opportunity) Talentwise LLC

Senior Financial Analyst (Pipeline Position) CI Tech Group LLC

Financial Analyst - (Pipeline Position) CI Tech Group LLC

Financial Advisor / CFP - Baltimore, Maryland Kestra Financial Independent Advisor

Senior Budget - Financial Analyst QinetiQ US

Financial Advisor Northwestern Mutual

Financial Analyst Systems Planning and Analysis

Financial Investment Sales Executive Axelon Services Corporation

Financial Advisor First Command Financial Services, Inc.

Business/Financial Analyst Amyx, Inc.

Senior Financial Analyst MDW Associates

Advisory Consultant – Economics AECOM

Financial Reporting Lead Rockefeller Capital Management

Financial Investment Sales Executive Axelon

Senior Financial Analyst Altumint

Equity Research Associate - Financial Services FBR & Co.

Financial Advisor Shore United Bank

AI Business Analyst (Financial) K.L. Scott & Associates

Internal Audit & Risk Advisory Senior Consultant - Insurance Baker Tilly Advisory Group, LP

Security Assistance Financial Analyst Integrated Business & Technical Consultants

Financial Analyst Howard University Hospital

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