Financial Services Specialist Kforce Inc.Financial Services SpecialistAlexandria, VA$23–$26They should be exposed to understanding the banks' offerings so they could cross sell, working with members/building relationships, tracking KPIs, submitting loan applications and reading credit reports. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewRelationship Specialist AFCRelationship SpecialistFredericksburg, VA$70,000–$75,000Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your peers, celebrating their wins, and supporting them through their struggles. AFC’s finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business.
NewInside Property Adjuster Specialist - Specialty Claims Team USAAInside Property Adjuster Specialist - Specialty Claims TeamChesapeake, VARemote$69,920–$125,850 / yearProactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. The ideal candidate will possess strong virtual estimating skills for complex Condo claims, determine liability, litigation, and reconcile estimates while working in a telephone concentrated environment without physical inspection of loss.
NewProcurement Specialist II/III Fairfax WaterProcurement Specialist II/IIIFairfax, VA$65,795.18–$130,422.86 / yearManages strategic sourcing through various procurement methods including, but not limited to, competitive negotiation, competitive sealed bidding IFB, competitive negotiations (RFP), sole source, and cooperative procurements for a wide variety of goods and/or services including construction, information technology, human services, financial and other Fairfax Water mission related contracts. Bachelor’s Degree in Business Administration or other business-related field from an accredited college or university; and at least three years of progressively responsible experience in management of complex procurements which includes information technology, facility operations, construction professional / non-professional services and management of awarded contracts.
NewContracts Specialist Sparks GroupContracts SpecialistLeesburg, VASparks Group has partnered with a local government contractor to seek a highly skilled and results-oriented Contracts Specialist to join a collaborative team issuing important solicitations, proposals and highly visible contracts for the organization. The Contracts Analyst serves as a key role in managing the negotiation, analysis and administration of contracts supporting procurement efforts.
NewHuman Resources Specialist Canon Info Technology ServicesHuman Resources SpecialistChesapeake, VA$54,460–$74,770 / yearHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Canon Information Technology Services (CITS), headquartered in Chesapeake, Virginia, is seeking a Human Resources Specialist to support a variety of HR programs and initiatives that enhance the employee experience and drive organizational success.
NewACCOUNTS PAYABLE SPECIALIST Century Distribution SystemsACCOUNTS PAYABLE SPECIALISTGlen Allen, VA$40,000–$65,000 / yearThe Accounts Payable Specialist (HQ) is responsible primarily for all accounting work associated with processing Accounts Payable/Disbursements for Century Distribution Systems Inc.to include administration of the Ramp platform, processing the credit card transactions, T&E Expense reports and assisting with other companies as needed. Provides financial, administrative, and clerical support by ensuring payments are completed and expenses are controlled by processing payments, verifying and recording invoices according to established policies and procedures in an efficient, timely and accurate manner.
NewClaim Specialist - Property Field Inspection State Farm Mutual Automobile Insurance CompanyClaim Specialist - Property Field InspectionWarrenton, VA$64,965.62–$99,000 / yearCompetitive candidates should reside within one of the listed zip codes and will service this same territory: 20106 20109 20110 20119 20136 20137 20181 20186 20187 22026 22134 22172 22401 22405 22406 22407 22433 22508 22551 22553 22554 22556 22712 22714 22716 22718 22720 22724 22728 22734 22736 22737 22741 22742 22749. Additional Details: Employees must successfully complete all required training, including applicable proficiency, licensing exam(s), Motor Vehicle Record (MVR) checks, and background checks required of various state(s).
NewEntry Level Finance Support Specialist System OneEntry Level Finance Support SpecialistVienna, VA$21–$21 / hourCollaborate with internal teams, vendors, and leadership to resolve system issues and outages, including providing root cause analysis and stakeholder communications. Utilize knowledge of real estate lending systems and assist with troubleshooting complex system tickets related to mortgages and equity.
Program Control Specialist MANTECHProgram Control SpecialistStafford, VAKnowledge of USMC procedures and policies in support of acquisition, logistics, and fielding activities including the preparation of acquisition documentation, technical documentation, and data entry in spreadsheets and databases. Coordinate with sponsor offices, executive agents, internal and external partners, and integrators for updates and changes to the system in coordination with Program Office guidance.
NewSpecialist-Business Development, AACU Marketing American AirlinesSpecialist-Business Development, AACU MarketingWashington, VA$42,000–$58,000 / yearOur 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world. The role is responsible for creating AACU growth by driving awareness and promoting participation in Credit Union products and services among our key strategic partners, potential members and existing members.
NewService to the Armed Forces: Specialist - Minot Air Force American National Red CrossService to the Armed Forces: Specialist - Minot Air ForceVirginia Beach, VARecruits and trains leadership volunteers to support placement and supervision of staff and programs in the delivery of SAF/IS U.S. programs and services, Training Services, Disaster Cycle Services, and providing support to Armed Forces Blood Services. Cultivates relationships and partnerships with external constituents in the local community, including government organizations, corporate partners, civic organizations, and other community charitable and nonprofit agencies with the purpose of furthering the mission of the Red Cross.
NewService to the Armed Forces (SAF) Specialist, Mobile American National Red CrossService to the Armed Forces (SAF) Specialist, MobileVirginia Beach, VARecruits and trains leadership volunteers to support placement and supervision of staff and programs in the delivery of SAF/IS U.S. programs and services, Training Services, Disaster Cycle Services, and providing support to Armed Forces Blood Services. Cultivates relationships and partnerships with external constituents in the local community, including government organizations, corporate partners, civic organizations, and other community charitable and nonprofit agencies with the purpose of furthering the mission of the Red Cross.
NewOptical Specialist BJ's Wholesale ClubOptical SpecialistHampton, VA$27–$33Takes measurements, assures correct frame selection for Rx power, reads prescriptions on the lensometer, timely notification of product readiness and advancement of the order in the system: including received, notified, and dispense of each job and proper handling of all money related transactions. Requires the use of Optical hand tools to adjust and repair Members’ eyeglasses, which includes the insertion and removal of nose pads and small screws.
NewEntry Level Optical Specialist BJ's Wholesale ClubEntry Level Optical SpecialistHampton, VA$27–$33Takes measurements, assures correct frame selection for Rx power, reads prescriptions on the lensometer, timely notification of product readiness and advancement of the order in the system: including received, notified, and dispense of each job and proper handling of all money related transactions. Requires the use of Optical hand tools to adjust and repair Members’ eyeglasses, which includes the insertion and removal of nose pads and small screws.
Capture Management Specialist- Remote (Capture Management 4) 28542 Company ConfidentialCapture Management Specialist- Remote (Capture Management 4) 28542Fairfax, VARemote$119,155–$220,000Full timeDevelops and owns capture plan and capture strategy, coordinating with Portfolio Leads to establish technical solutions, identify key personnel/SMEs, and assess strongest past performance references . When extending an offer, HII's Mission Technologies division takes a variety of factors into consideration which include, but are not limited to, the role's function and a candidate's education or training, work experience, and key skills.
Document Control Specialist - 28449 Company ConfidentialDocument Control Specialist - 28449Arlington, VA$54,502–$80,000Full timeOur capabilities in cybersecurity, network architecture, reverse engineering, software and hardware development uniquely enable us to support sensitive missions for the U.S. military and federal agency partners. Our capabilities range from C5ISR, AI and Big Data, cyber operations and synthetic training environments to fleet sustainment, environmental remediation and the largest family of unmanned underwater vehicles in every class.
Computer/Network Security Systems Specialist (Lead) Company ConfidentialComputer/Network Security Systems Specialist (Lead)Fort Belvoir, VA$106,681–$246,980Full timeWill analyze site survey reports, recommend network modernization upgrades, craft network architectures, and assist operations leads in creating deployment plans and executing capability roll outs. Our workforce includes skilled tradespeople; artificial intelligence, machine learning (AI/ML) experts; engineers; technologists; scientists; logistics experts; and business administration professionals.
Operations Specialist - Rotator (Mission Assurance 2) - 27970 Company ConfidentialOperations Specialist - Rotator (Mission Assurance 2) - 27970McLean, VA$79,053–$115,000Full timeHII-Mission Technologies is looking for an Operational Specialist (OS) supporting program flight operations as an Intelligence, Surveillance, andReconnaissance (ISR) Subject Matter Expert (SME) working in a small, close-knit crew environment providing expertise in support of missionrequirements. Conduct real-time communication and distribution of multi-source information with aircrew and ground assets during all phases of flight via Tactical Data Link and chat (e.g., Link-16/mIRC) or beyond line of site satellite communications (BLoS SATCOM).
Tech Support Specialist C4I-Tactical Data Link (Engineer Systems 2) Company ConfidentialTech Support Specialist C4I-Tactical Data Link (Engineer Systems 2)Virginia Beach, VA$68,050–$97,000Full timesupporting Maritime Operation Center – Exercise Support Team (MOC-EST) and Naval Surface Warfare Center- Corona (NSWC-Corona) in providing Navy LVC training throughout all assigned Areas of Responsibility (AORs). Our capabilities range from C5ISR, AI and Big Data, cyber operations and synthetic training environments to fleet sustainment, environmental remediation and the largest family of unmanned underwater vehicles in every class.
Submarine Work Control Specialist (Engineering Technician 3) - 26866 Company ConfidentialSubmarine Work Control Specialist (Engineering Technician 3) - 26866Newport News, VA$54,126–$66,950Full timePerforms detailed mathematical calculations using established formulas; preliminary analyses of data where guidelines are provided in such areas as trajectory adequacy, model dimensional consistency; and quantitative judgments concerning technical data. With a holistic approach to life-cycle maritime defense systems—from small watercraft to submarines, surface combatants and aircraft carriers—HII ensures a high state of readiness.
Modeling & Simulation Specialist (Military Operations Analyst 3) - 28674 Company ConfidentialModeling & Simulation Specialist (Military Operations Analyst 3) - 28674Suffolk, VA$71,962–$105,000Full time5 years relevant experience with Bachelors in related field; 3 years relevant experience with Masters in related field; 0 years experience with PhD or Juris Doctorate in related field; or High School Diploma or equivalent and 9 years relevant experience. • Lead and integrate space operations equities across multi combatant command exercises, ensuring alignment with emerging concepts, doctrine, and joint training needs.
ServiceNow Technical Business Analyst Company ConfidentialServiceNow Technical Business AnalystSpringfield, VA$90,418–$170,000Full timeLead solution design and requirement decomposition, translating mission/business needs into technically sound ServiceNow designs (data model, workflows, integrations) . Experience translating business requirements into technical stories and acceptance criteria, facilitating requirements gathering sessions with stakeholders, and documenting users stories, functional requirements, process flows, and acceptance criteria.
Student Account Financial Specialist – Future Opportunities Centura CollegeStudent Account Financial Specialist – Future OpportunitiesVirginiaThis role is crucial to managing federal funding, alternative financing, and third-party billing—ensuring students are financially supported and institutional operations run smoothly. With flexible day and evening classes, real-world experience, and a supportive learning environment, Centura College is committed to making a difference in the lives of our students.
Financial Specialist U.S. Department of JusticeFinancial SpecialistRoanoke, VA$52,727–$68,549 / yearYou may qualify at the GS-0501-9 level, if you fulfill one of the following qualifications: A. Specialized Experience: One year (12-months) of full-time specialized work experience equivalent to the GS-07 grade level in the Federal service that demonstrates your ability to:1) Review financial reports in order to identify problem areas and recommend solutions; 2) Analyze financial obligations and expenditures to ensure compliance with established policies and procedures; 3) Advise management on procurements and/or purchase requests; and 4) Recognize and apply problem solving to complex problems. If you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability.
Financial Specialist Virginia Polytechnic Institute and State UniversityFinancial SpecialistBlacksburg, VA$45,000–$55,000 / yearThrough collaborative teamwork, attention to detail, and a commitment to service excellence, this position supports the Advancement Division's ability to operate efficiently, maintain fiscal accountability, and focus on its mission to engage donors and advance the university's priorities. The university has a significant presence across Virginia, including Blacksburg, the greater Washington, D.C. area, the Health Sciences and Technology Campus in Roanoke, sites in Newport News and Richmond, and numerous Extension offices and research institutes.
Financial Specialist Virginia TechFinancial SpecialistBlacksburg, VirginiaThrough collaborative teamwork, attention to detail, and a commitment to service excellence, this position supports the Advancement Division’s ability to operate efficiently, maintain fiscal accountability, and focus on its mission to engage donors and advance the university’s priorities. The university has a significant presence across Virginia, including Blacksburg, the greater Washington, D.C. area, the Health Sciences and Technology Campus in Roanoke, sites in Newport News and Richmond, and numerous Extension offices and research institutes.
Patient Financial Services Specialist, Healthcare Financial Operations Amazon.com IncPatient Financial Services Specialist, Healthcare Financial OperationsArlington, VAIn this individual contributor role, youll serve as the trusted voice for patients navigating complex billing and insurance questions, combining technical expertise with genuine empathy to deliver exceptional experiences. In this strategic role, youll answer inbound patient inquiries and actively manage the teams work queues to ensure timely resolution of patient billing and insurance questions.
NewFinancial Specialist - Remote (US) ICFFinancial Specialist - Remote (US)Reston, VirginiaRemotePay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. • Microsoft Office Suite professional experience; Intermediate-level MS Excel skills (e.g., VLOOKUP/XLOOKUP, conditional formatting, pivot tables/charts, formulas, sorting/filtering, and working with large datasets); examples may be requested.
Financial Specialist II Fairfax CountyFinancial Specialist IIFAIRFAX (EJ28), VAServes as the primary coordinator and provides financial oversight for FRD’s travel and training program while also supporting departmental accounting, budget, and financial management functions funded through both general and grant funds. This position also develops and maintains tracking tools and reports using Excel and other business applications and provides policy, procedural guidance, and customer support to department personnel.
Financial Specialist II - Client Team Supervisor Fairfax County VAFinancial Specialist II - Client Team SupervisorFairfax, VA$68,774.37–$114,625.06 / yearGraduation from an accredited four-year college or university with either a bachelors degree in accounting, business administration, public administration, public policy or related field; plus, two years of professional-level experience in finance, business administration, budgeting, or contract management, a master's degree in a related field or CPA may substitute for 1 year of experience. Advanced (Extensive knowledge of increasing productivity and improving efficiency by streamlining workflow; collaborating with others using workbooks; auditing worksheets; analyzing data; working with multiple workbooks; importing and exporting data, using Excel with the web).
Financial Services Specialist – Virginia All Financial FreedomFinancial Services Specialist – VirginiaRichmond, VA$35,000–$65,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Financial Specialist IV Fairfax County VAFinancial Specialist IVFairfax, VA$87,024.91–$116,033.42 / yearPrepares or oversees the preparation of large, complex agency budget; Oversees a group of financial staff performing complex work; Assists the Fiscal Manager with development and annual compilation of the annual, quarterly, and carryover budgets; Directs all budgeting, purchasing, and payment activities for a specialized area of grants management, accounts payable/accounts receivable, or financial operation; Assists in the development and implementation of fiscal management and accounting procedures for the agency; Maintains financial policies and procedures and has direct oversight of audits; Coordinates and oversees audit processes; Ensures compliance with all applicable Federal, State and County regulations and procedures. Graduation from an accredited four-year college or university with either a bachelors degree in accounting, business administration, public administration, public policy or related field; plus, four years of professional-level experience in finance, business administration, budgeting, or contract management, a master's degree in a related field or CPA may substitute for 1 year of experience.
Financial Specialist II Fairfax County VAFinancial Specialist IIFairfax, VA$68,774.37–$114,625.06 / yearGraduation from an accredited four-year college or university with either a bachelors degree in accounting, business administration, public administration, public policy, or related field; plus, two years of professional-level experience in finance, business administration, budgeting, or contract management, a master's degree in a related field or CPA may substitute for 1 year of experience. Knowledge of generally accepted accounting principles; Ability to prepare, interpret, and analyze financial reports and statements; Ability to develop and apply budget, procurement, and payment procedures in accordance with established county policies.
Financial Specialist AXIS Management GroupFinancial SpecialistVienna, VAFull timeMinimum QualificationsBachelor’s degree in Accounting, Finance, Business Administration, or a related field (advanced degree or professional certification such as Certified Public Accountant (CPA) or Certified Government Financial Manager (CGFM) preferred). Knowledge of Investment Management System (INVEST), Automated Cost Estimating Integrated Tools (ACEIT), and Life‑Cycle Cost Estimates (LCCEs).
Financial Specialist Commonwealth of VirginiaFinancial SpecialistBlacksburg, VA$45,000–$55,000 / yearThrough collaborative teamwork, attention to detail, and a commitment to service excellence, this position supports the Advancement Division's ability to operate efficiently, maintain fiscal accountability, and focus on its mission to engage donors and advance the university's priorities. The university has a significant presence across Virginia, including Blacksburg, the greater Washington, D.C. area, the Health Sciences and Technology Campus in Roanoke, sites in Newport News and Richmond, and numerous Extension offices and research institutes.
NewFinancial Services Specialist The First National Bank Of AltavistaFinancial Services SpecialistDanville, VA$18–$23.40 / hourThis includes, but is not limited to: accepting deposit and withdrawal requests, loan payments, verifying cash, signatures, identifying customers appropriately, and maintaining and balancing a cash drawer within established limits, while reporting discrepancies to Supervisor. Possess basic math skills including the ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin.
Financial Specialist II - Client Team Supervisor Fairfax CountyFinancial Specialist II - Client Team SupervisorFAIRFAX (EJ32), VAWorks as part of our revenue management team supporting revenue and reimbursement billing, collection, tracking and reporting for client and third-party fee revenues for the community services board. Note: To learn more about careers that make a difference, watch our video "CSB Celebrates 50th Anniversary of Providing Care."Job Type: FT Salary W BNAgency: Community Services BoardLocation: FX.
Manager, Senior Government Financial Specialist Deloitte Touche Tohmatsu LtdManager, Senior Government Financial SpecialistArlington, VAAs a Manager, Controllership on the Controllership and Treasury Transformation team, you will be responsible for: Advising clients on financial operations and financial reporting close activities in accordance with OMB Circular A-136 and OMB Circular A-123, Appendices A through D. Managing and coaching teams by setting priorities, overseeing day-to-day execution, and reviewing work products against contractual deliverables. We work with the CFO, CAO, controller, and treasurer to develop an efficient, high quality, data-driven, tech-enabled controllership and treasury function that empowers our clients to drive more value to their business partners and to their investors.
Financial Programs Specialist All Financial FreedomFinancial Programs SpecialistRichmond, VA$35,000–$65,000Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.
Student Financial Services Specialist HCA Healthcare IncStudent Financial Services SpecialistRichmond, VAPosition Overview:As a Student Financial Services Specialist at Galen College of Nursing, you will provide information, guidance, and assistance regarding various types of financial assistance, including, but not limited to federal financial aid, state aid, workforce agencies, employer payments, and VA benefits, to facilitate the enrollment, persistence, and completion of students, consistent with the College's mission. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance, and more.
Financial Aid Counselor Loan Specialist Shenandoah UniversityFinancial Aid Counselor Loan SpecialistWinchester, VAThe Financial Aid Counselor & Loan Specialist reports to the Director and/or Assistant Director of Financial Aid and plays a central role in counseling students and families while managing federal and private loan processing. Financial Aid Administration: Determine and process eligibility for federal, state, institutional, and private aid programs, including grants, loans, and specialized programs (e.g., veterans benefits, tuition assistance).
NewFinancial Resources Specialist MarkonFinancial Resources SpecialistMcLean, Virginia$150,000–$180,000 / yearFull timeOur growing reach extends across 17 states, 116 countries, and 5 continents, where our team of dynamic professionals collaborates to deliver unparalleled program and project management services. Maintain CostPoint, which is the budget database that tracks project budgets, project sales orders, billing sales orders, and the creation of month-end invoices.
Federal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations Specialist The Federal Reserve SystemFederal Reserve Financial Services Sr. Systems Operations Specialist | Lead Systems Operations SpecialistVAFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service. FRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service.
FINANCIAL SERVICES SUPPORT SPECIALIST – REMOTE Pregnantsee Inc.FINANCIAL SERVICES SUPPORT SPECIALIST – REMOTE10875 Main St. #203 10875 Main St. #203 Fairfax, VARemoteJoin a growing team supporting clients with their financial service needs. This role focuses on assisting, organizing, and ensuring a smooth client experience.
NewFinancial Specialist IV Fairfax CountyFinancial Specialist IVFAIRFAX (FJ56), VA$87,024.91–$116,033.42 / yearUnder the supervision of the finance manager, this position provides leadership and direction for the department’s budget and expenditure planning efforts to include General Fund, federal and state grants, capital projects, gift funds, and special revenue funds with direct supervision of three staff. The Fairfax County Health Department is the largest public health department in Virginia, serving 1.2 million residents from diverse ethnic, cultural, and economic backgrounds throughout Fairfax County, as well as the cities of Fairfax and Falls Church and the towns of Herndon, Vienna, and Clifton.
CLIENT RELATIONSHIP SPECIALIST FINANCIAL SERVICES REMOTE Pregnantsee Inc.CLIENT RELATIONSHIP SPECIALIST FINANCIAL SERVICES REMOTE10875 Main St. #203 10875 Main St. #203 Fairfax, VARemoteWe are seeking individuals who enjoy building relationships and helping clients feel confident about their financial future. This role focuses on client communication, education, and ongoing support.
Senior Financial Analyst / Grants Management Specialist Essential Healthcare Solutions LLCSenior Financial Analyst / Grants Management SpecialistReston, VAEssential Healthcare Solutions LLC is supporting Pinnacle Solutions & Consulting Group (PSCG), an SBA-Certified Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in New Braunfels, Texas, in its search for motivated, solution-driven team players eager to embrace the responsibilities of working in a dynamic and professionally rewarding environment. This role develops Project Worksheets, supports applicant and subrecipient grant management, anchors cost analysis for disaster recovery task orders, and supports PSCG's internal DCAA-compliant financial operations.
Financial Development Specialist – Virginia All Financial FreedomFinancial Development Specialist – VirginiaRichmond, VA$35,000–$65,000This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. This position centers on financial education delivery and helping individuals understand long-term planning strategies.