Associate-Level Financial Planning Specialist (Remote) - Mechanicsville, MD Traction Forge FinancialAssociate-Level Financial Planning Specialist (Remote) - Mechanicsville, MDMechanicsville, MDRemoteNo prior experience in finance is required to apply; we provide the complete blueprint, dedicated mentorship, and the professional platform—you simply provide the work ethic and the drive to succeed. Work with Purpose: This is not a 'sales' role; your primary objective is educating families on essential topics like retirement planning, college funding, and wealth protection.
Associate-Level Financial Planning Specialist (Remote) Huntingtown, MD Traction Forge FinancialAssociate-Level Financial Planning Specialist (Remote) Huntingtown, MDHuntingtown, MDRemoteNo prior experience in finance is required to apply; we provide the complete blueprint, dedicated mentorship, and the professional platform—you simply provide the work ethic and the drive to succeed. Work with Purpose: This is not a 'sales' role; your primary objective is educating families on essential topics like retirement planning, college funding, and wealth protection.
Training Specialist Enterprise Resource Planning Ampcus IncorporatedTraining Specialist Enterprise Resource PlanningWoodbridge, VAAbility to maintain confidential and sensitive information, manage multiple projects, meet deadlines, analyze situations carefully and recommend solutions, understand, interpret, apply, and reach decisions following client and Division policies and procedures, organize and prioritize work; follow established codes, policies, and guidelines; and work independently in the absence of supervision. Working in collaboration with the organizational development team, the Enterprise Resource Planning (ERP) Training Specialist’s primary role is to design, develop, and facilitate training programs for enterprise-wide systems in a dynamic environment.
NewTraining Specialist - Enterprise Resource Planning AmpcusTraining Specialist - Enterprise Resource PlanningWoodbridge, VAAbility to maintain confidential and sensitive information, manage multiple projects, meet deadlines, analyze situations carefully and recommend solutions, understand, interpret, apply, and reach decisions following client and Division policies and procedures, organize and prioritize work; follow established codes, policies, and guidelines; and work independently in the absence of supervision. Job Title: Training Specialist - Enterprise Resource Planning Location(s): Woodbridge, VA Job Description: Working in collaboration with the organizational development team, the Enterprise Resource Planning (ERP) Training Specialist's primary role is to design, develop, and facilitate training programs for enterprise-wide systems in a dynamic environment.
Retirement Plan Consultant - Charles County, MD Corebridge FinancialRetirement Plan Consultant - Charles County, MDWaldorf, MarylandCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Financial Advisor - Charles County, MD Corebridge Financial IncFinancial Advisor - Charles County, MDWaldorf, MD$70,000–$80,000 / yearHigh school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Analyst Leumas ResidentialFinancial AnalystFredericksburg, VAFull timeYou will also work closely with cross-functional teams to improve workflows, streamline processes, and enhance the accuracy and efficiency of the company's financial operations. As our portfolio continues to expand, we are seeking a highly organized and detail-oriented Financial Analyst to join our Finance team and play a key role in supporting the company's continued growth.
Financial Analyst, Retail adidas AGFinancial Analyst, RetailVA$80,000–$100,000 / yearadidas offers a robust and progressive range of benefits, including: health and dental benefits, including prescription drug coverage, out of country coverage, short and long-term disability, basic life and AD&D insurance, and an Employee & Family Assistance Program. Business Partnering: Engage with management and other teams, calling out discrepancies, discussing trends, and offering actionable insights to improve forecast accuracy and OPEX management.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementMDIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Strategic Planning and Exercise Specialist U.S. Department of DefenseStrategic Planning and Exercise SpecialistFort Belvoir, VA$121,785–$158,322 / yearThese documents must provide acceptable information to verify: Residency within the commuting area of your sponsors permanent duty station (PDS); proof of marriage to the active duty sponsor; proof of military members active duty status; and other documentation required by the vacancy announcement to which you are applying. To be eligible as a RGP, you must submit the following supporting documents with your application package: a signed Retained Grade PPP Self-Certification Checklist (DD3145-1 (whs.mil)); a copy of your Notification of Personnel Action (SF-50) effecting the placement in retained grade status; or a copy of the notification letter you received regarding the RIF or classification downgrade.
Business Financial Analyst Bowhead / UIC Technical ServicesBusiness Financial AnalystDahlgren, VABusiness Financial Analyst (VOPS-2026-25563): Bowhead is seeking Business Financial Analyst with demonstrated experience in the following areas: financial reporting, budgeting, requisitioning, forecasting, and utilization of financial software (ERP preferred). The role involves updating Line of Accounting (LOA) records, analyzing burn rates, reconciling financial documents, and supporting the budgeting and planning process for current fiscal year.
Business Financial Analyst Ukpeagvik Inupiat CorpBusiness Financial AnalystVABusiness Financial Analyst (VOPS-2026-25563): Bowhead is seeking Business Financial Analyst with demonstrated experience in the following areas: financial reporting, budgeting, requisitioning, forecasting, and utilization of financial software (ERP preferred). The role involves updating Line of Accounting (LOA) records, analyzing burn rates, reconciling financial documents, and supporting the budgeting and planning process for current fiscal year.
Business/Financial Analyst Amyx, Inc.Business/Financial AnalystFt. Belvoir, VirginiaFull timeResponsibilities: 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.
Financial Advisor - Securities Administration WesBanco IncFinancial Advisor - Securities AdministrationMDWesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. INTERPERSONAL SKILLS: Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
Financial Advisor - Charles County, MD Corebridge FinancialFinancial Advisor - Charles County, MDWaldorf, MarylandRemoteCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Assistance Advisor ECPI UniversityFinancial Assistance AdvisorManassas, VAAnalyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the particular needs and situation of the student.
Financial Analyst I SCCIFinancial Analyst IVAThe successful candidate will collect, organize, and analyze financial information to enable effective cost and performance evaluation by program and project managers. Preferred Skills and Experience: Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline.
Financial Advisor Shore United BankFinancial AdvisorWaldorf, MDCertified 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. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you.
Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield) Atlantic Union Bankshares CorpSenior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield)VAAnnually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
Insurance and Financial Services Position - State Farm Team Member Tamika Walker - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberFredericksburg, VAAs Insurance and Financial Services Position - State Farm Team Member for Tamika Walker - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Assistant Director of Finance for Financial Reporting & Control PrInce William County GovernmentAssistant Director of Finance for Financial Reporting & ControlPrince William County, VA$135,300–$165,500 / yearThis position goes beyond general accounting - it is a strategic leadership role responsible for month-end close, year-end close, financial reporting, internal controls, improving processes, supporting County departments, and ensuring that technology and financial operations work together to serve the County efficiently and effectively. This role offers the opportunity to lead a diverse team of highly motivated professionals that support County operations, work with leadership across the organization, and help shape the future of accounting, financial reporting, and internal control processes for a large, growing local government.
Financial Solutions Advisor - Southern VA Market Bank of America CorpFinancial Solutions Advisor - Southern VA MarketVAOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial & Budget Management Analyst (Expert)#816 Allen Integrated SolutionsFinancial & Budget Management Analyst (Expert)#816Fort Belvoir, VAServes as a senior financial advisor supporting strategic budget planning, congressional justification development, affordability assessments, PPBE execution, and portfolio-level resource management. Position Title: Financial & Budget Management Analyst (Expert).
Emergency Case Management Personal Financial Educator Zeiders Enterprises IncEmergency Case Management Personal Financial EducatorVAIn this dual-capacity role, ECM PFEs assess client needs during financial crises or critical life transitions, develop individualized action plans, coordinate with installation and community resources, and provide follow-up support to ensure continuity of care while collaborating with FFSP stakeholders to plan, schedule, and execute effective and efficient delivery of educational programs and supportive services to service members and families. ECM PFEs provide support via various forms of service delivery, including virtual services via webinar, video, email, and phone, as well as in-person services, and deliver mobile training and emergency case management support to service members and their families in remote locations throughout the world and aboard Navy ships (in port, at sea, or in foreign countries).
Personal Financial Educator (Remote) Zeiders Enterprises IncPersonal Financial Educator (Remote)VARemoteTechnological Proficiency: Ability to use various technological tools to effectively communicate with stakeholders and to provide virtual service delivery; Experience with collaboration platforms, project management tools, and video conferencing software; Able to perform basic troubleshooting steps; Willingness to learn new forms of digital tools to perform job duties. Presentation Skills: Ability to delivery effective in person and virtual presentations; know your audience and tailor content as necessary; deliver presentation with enthusiasm and confidence; incorporate anecdotes, examples, and personal stories to illustrate key points; encourage audience interaction through questions, discussion, or activities.
Senior Financial Analyst County of SpotsylvaniaSenior Financial AnalystVA$89,502.86–$127,094.08 / yearBachelors Degree in Business Administration, Finance, Accounting, Economics, or a closely related field, and at least seven (7) years of progressively responsible experience in the public sector financial field with emphasis on financial analysis, budgeting, and forecasting; or any equivalent combination of training and experience which provides the required knowledge, skills, and abilities in a public sector setting. Supports capital financing activities by working with the CFO and financial advisors to secure funding, track capital project revenues, process bond draws, and maintain data for ongoing debt policy evaluation.
Personal Financial Counselor, PFC-Fort Belvoir, VA Magellan Health IncPersonal Financial Counselor, PFC-Fort Belvoir, VAFort Belvoir, VAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Chief Financial Officer Charles County Public SchoolsChief Financial OfficerMD$187,712–$227,977 / yearThe environmental factors and/or physical requirements of this position include the following: While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations; and the ability to stand, walk, stoop, kneel, crouch, and manipulate (lift, carry, move) light to medium weights of 10-50 pounds. Minimum of seven (7) years of progressively responsible leadership experience in financial management, business operations, or public-sector finance, including supervision of professional staff across multiple business units.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMD$45,000–$100,000 / yearBenefits: 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. 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.
Senior Financial Systems Analyst-Full Time Hybrid Work Schedule (Must be local to VA or willing to relocate) Mary Washington HospitalSenior Financial Systems Analyst-Full Time Hybrid Work Schedule (Must be local to VA or willing to relocate)Fredericksburg, VARequired Physical Requirements: Constant (67-100% of workday) sitting and use of arms and hands; occasional (0-33% of workday) standing, walking, bending, squatting; ability to lift, push, and pull up to 10 lbs. Manages complex projects and initiatives across the system, which significantly impact business results, and requires a large degree of cross-functional participation/coordination.
Financial Services Representative II - Chatham Heights Carter Bank & TrustFinancial Services Representative II - Chatham HeightsFredericksburg, VAESSENTIAL JOB FUNCTIONS: Provides a range of customer services including engaging customers in financial needs-based conversations, account servicing, the opening of new products and services, accurately processing transactions, educating customers of self-service options, and referring to partners. Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise.
Financial & Budget Management Analyst (Senior) #815 Allen Integrated SolutionsFinancial & Budget Management Analyst (Senior) #815Fort Belvoir, VALeads budget planning, execution analysis, resource allocation, PPBE activities, congressional budget support, spend plan development, and financial reporting. Experience supporting DoD or Intelligence Community programs.
Junior Financial Analyst (Active Secret Clearance or ability to obtain one) AkimaJunior Financial Analyst (Active Secret Clearance or ability to obtain one)Fort Belvoir, VA$50,000–$55,000 / yearMaintain financial transaction documentation, identify potential areas of process improvement, assist with business process improvement initiatives and support the implementation of corrective action, support audit readiness and internal control activities. If you are an individual with a disability, or have known limitations related to pregnancy, childbirth, or related medical conditions, and would like to request a reasonable accommodation for any part of the employment process, please contact us at job-assist@akima.com or 571-353-7053 (information about job applications status is not available at this contact information).
NewChange Management Specialist – Level IV – Federal Financial Modernization – Ft. Belvoir BizFirstChange Management Specialist – Level IV – Federal Financial Modernization – Ft. BelvoirFort Belvoir, VirginiaThe ideal candidate brings extensive experience guiding organizational change within the DoD, particularly in environments leveraging platforms like DAI, ADVANA, and the Microsoft Power Platform. BizFirst is assisting our client with recruiting a full -time Change Management Specialist – Level IV to support a mission -critical digital and financial transformation initiative for a Department of Defense (DoD) agency.
NewAccountant / Financial Manager (CPA) – Level III – Federal Audit & Compliance – Ft. Belvoir BizFirstAccountant / Financial Manager (CPA) – Level III – Federal Audit & Compliance – Ft. BelvoirFort Belvoir, VirginiaBizFirst is assisting our client with recruiting a full -time Accountant / Financial Manager (CPA) – Level III to support ongoing financial reporting, compliance, and audit remediation efforts for a Department of Defense (DoD) agency. Our client is a boutique consulting firm that employs professionals with specialized expertise to help the federal government strengthen financial processes, implement ERP solutions, and maintain audit readiness.
Financial Analyst II Honu Services IncFinancial Analyst IIQuantico, Virginia$100,000–$120,000Provides assistance in reporting and analyzing budget formulation and execution for Operations and Maintenance, Marine Corps (OMMC), Procurement, Marine Corps (PMC), and Research, Development, Test and Evaluation, Navy (RDT&E,N).Duties and Responsibilities:Lead and mentor a team of 2-3 PPBE financial analysts supporting Marine Corps Systems Command (MCSC) Program Offices and the Director of Financial Management (DFM). Mano Lani is an exceptional industry partner to the United States Marine Corps and a leader in financial management, audit improvement, physical and cyber security, IT management, logistics, supply chain management, and process improvement.
Agent Associate, Financial Wellness (Family and Consumer Sciences Educator) University of MarylandAgent Associate, Financial Wellness (Family and Consumer Sciences Educator)Charles County, MD$49,073–$63,073 / yearEstablish strong partnerships with community coalitions and organizations such as schools, human service agencies, libraries, government agencies, local health coalitions, and others to develop Extension education and outreach opportunities as well as policy systems, and environmental strategies for target populations and communities. This position will also create and facilitate community partnerships with local and state agencies, nonprofit organizations, school systems, businesses, and others that support extension programs and policy, as well as systems and environmental approaches.
Financial Analyst Na Ali'i Consulting & Sales, LLC.Financial AnalystFort Belvoir, Virginia$110,000–$120,000 / yearThe Nakupuna Companies use a market-based compensation strategy to ensure that our employees are compensated within applicable market ranges commensurate with multiple factors, including but not limited to the individual’s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability, organizational requirements, and position location. Brief funds status at the office level at least monthly, addressing commitment, obligation, and expenditure rates, burn rates, funding levels, current budget-related tasks, and issues/concerns.
Financial Manager ManTech International CorpFinancial ManagerVAProvide financial support and input to various integrated product reviews, integrated product teams, and technical working groups, as delineated by program priorities. The successful candidate will assume a wide range of financial and business management responsibilities on behalf of our government customer and will play an integral role in all areas of the financial management of the program.
NewFinancial Analyst Bowhead / UIC Technical ServicesFinancial AnalystDahlgren, VAMay interface with government auditors and provide audit support to ensure government understanding of financial data, methodology and applicability under appropriate government regulations. Financial Analyst's main functions may include but are not limited to: Maintains documented records supporting financial forecasts used in the rate and budget area.
Advanced Project Financial Controls Analyst FirstEnergy CorpAdvanced Project Financial Controls AnalystMD$85,680–$149,040 / yearThe monthly forecasting cycle includes working with the Project managers to ensure the project forecasts are entered correctly into the Forecasting systems (Unifier/Ecosys), ensuring that project accruals are correctly calculated and submitted to Corporate Finance, and projects are in-serviced in a timely manner. Excellent analytical abilities involving moderately complex problems; exercise sound judgment High Proficiency in Excel, PowerPoint, Word, SAP, Ecosys, Unifier, CREWS, OPPM, PlannerDash, and PowerPlan Works safely according to company policies and procedures.
Senior Financial Analyst (5098) SMXSenior Financial Analyst (5098)Hollywood, MDRemote$98,000–$125,000 / yearThey are key members of the program management team and works directly with the Program Manager in defining the Contracts goals and objectives; and leads recommended actions to improve financial progress and performance. The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications.
Senior Navy Financial Management SME PSI Pax, Inc.Senior Navy Financial Management SMEMDDuties & Responsibilities: Specific tasks include the following support for the NAVSEA Comptroller: Serves as a Subject Matter Expert (SME) providing virtual NWCF FIAR and financial management and systems support to the NAVSEA Comptroller (SEA 01E) and NAVSEA Warfare Centers. We help our customers coordinate services across their enterprises nationwide, enhance efficiency through process improvement, and deliver quality services within cost and on schedule.
Financial Analyst Ukpeagvik Inupiat CorpFinancial AnalystVAMay interface with government auditors and provide audit support to ensure government understanding of financial data, methodology and applicability under appropriate government regulations. Financial Analyst''s main functions may include but are not limited to: Maintains documented records supporting financial forecasts used in the rate and budget area.
NewProgram Manager – Federal Financial Transformation – Ft. Belvoir BizFirstProgram Manager – Federal Financial Transformation – Ft. BelvoirFort Belvoir, VirginiaOur client is a boutique consulting firm that employs professionals with niche expertise to help the federal government execute strategic initiatives, optimize financial processes, modernize IT systems, and implement Enterprise Resource Planning (ERP) solutions. The ideal candidate brings deep experience managing Agile teams, leading transformation efforts in government environments, and aligning technology solutions with mission -critical outcomes.
Financial Analyst I - Audit RivetFinancial Analyst I - AuditQuantico, Virginia$90,000–$120,000 / yearFull timePosition Summary:Provide assistance in the financial remediation of current and future audit deficiencies related to Property, Plant, and Equipment (PP&E), Inventory and Related Property, other asset segments and the Acquire-to- Retire (A2R), Plan-to-Stock (P2S), Procure-to-Pay (P2P) and Order-to-Cash (O2C) business mission areas. Duties and Responsibilities: This position requires performing managerial accounting roles and responsibilities, audit coordination, and the full range of budget reviews and analysis functions using various accounting and financial systems, both internal and external to the Command.
Operations Controller- Mid-Atlantic Asplundh Tree ExpertOperations Controller- Mid-AtlanticFredericksburg, VAFull timeThis role ensures that regional financial plans align with broader business segment expectations, supports strategic decision?making, and drives operational performance through strong analytical insight and cross?functional collaboration. The Operations Controller is a key financial and operational partner responsible for leading planning, forecasting, and accounting processes for a defined geographic region within the business unit.
Vice President, Finance & Accounting Electra Aero IncVice President, Finance & AccountingManassas, VAOur Ultra Short technology unlocks thousands of new operating locations and enables what we call Direct Aviation: quiet, point-to-point regional travel that gets people from where they are to where they want to go, without the congestion of major airports or the noise of conventional aviation. You'll oversee accounting, FP&A, treasury, financial reporting, audit coordination, manufacturing finance, DCAA compliance, and international accounting - and you'll help lead the ERP system selection, implementation, and operation that is one of the company's most important near-term priorities.
Registered Client Service Associate Raymond James Financial IncRegistered Client Service AssociateManassas, VAJob Description Essential Duties and Responsibilities Services basic inquiries and scheduling of meetings with prospective and existing clients Respond to client inquiries regarding accounts, transactions, and general service matters Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests Maintain accurate and complete CRM records Execute equity, ETF, mutual fund, and fixed income trades as directed Assist with portfolio rebalancing Monitor cash balances and distributions Gather and organize client financial data Prepare and update financial plans using planning software Run retirement, cash flow, and scenario analyses Prepare client-ready reports and presentations Ensure all documentation meets firm and regulatory requirements Maintain organized client files and audit-ready documentation Assist with supervisory reviews and compliance requests Adhere to FINRA, SEC, and firm policies and procedures Perform other duties, as assigned Key Skills & Competencies Strong attention to detail and accuracy Excellent organizational and time-management skills Professional communication (written and verbal) Analytical mindset Client-first attitude with high integrity Experience with financial planning software Experience with portfolio management or rebalancing tools Experience executing trades in client accounts Proficiency in Microsoft Office and CRM systems Education/Previous Experience Bachelor's degree preferred 3+ years of experience in wealth management or advisory support Licenses/Certifications SIE, Series 7 & 63/65 or 66 Insurance license McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. Education Bachelor's Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.