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OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc
Posted 28 days ago
OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc
Posted 28 days ago
Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedure
Posted 5 days ago
WesBanco Bank Inc.
- Rockville, MD / Damascus, MD / Clarksburg, MD
Job Title Department Financial Advisor Securities Administration Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Rockville Pike, MD, Clarksburg, MD or Damascas, MD. Market Mid Atlantic Work Hours per Week 40 Requirements Bachelor's Degree preferred. State Life & Health insur
Posted 13 days ago
Dexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world. Dexis embraces and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with respect, and value the unique lived experiences each person brings based on thei
Posted 12 days ago
We are seeking a detail oriented and analytical Financial Analysis Assistant to join team supporting the Indian Affairs (IA) Business Support Services (BSS). The Financial Analysis Assistant will provide support to the financial analysis team by collecting, analyzing, and interpreting financial data, preparing reports, and assist in financial modeling and forecasting acti
Posted 19 days ago
WEX, Inc.
- Portland, ME / San Francisco, CA / Washington, DC / 2 more...
About Team / Role The Corporate FP&A team at WEX in Portland, ME is currently seeking a highly driven Financial Analyst (intermediate) who has honed skills in financial reporting and systems, is committed to excellence in their work, and is able to quickly connect dots to understand the bigger picture. How you'll make an impact Be an integral part of WEX's monthly, quarte
Posted 11 days ago
Coordinate with internal and external stakeholders on the processing and delivery of monthly billing files, inventory discrepancies, monthly billing data, monthly adjustments, and other related issues. Analyze and recommend solutions to optimize all parts of the revenue process including estimation, billing, collection, and close out on a monthly basis and other related r
Posted 21 days ago
Job Number R0196066 Financial Analyst, Senior The Opportunity As a professional in shared delivery, you have the experience and skills to ensure our Delivery Hub operations are effective, efficient, timely, and valuable for internal and external clients. You know how to interface with internal and external customers and leadership to understand needs and gain insight on s
Posted 11 days ago
Be an integral part of the team's day to day operations, including but not limited to Cash reporting Accounts payable management/ Accounts receivable management, liaising with the company's different departments. Assisting in the preparation of the monthly/ year end financial accounts. Be an integral part of the team's day to day operations, including but not limited to C
Posted 25 days ago
Are you seeking significant work in a team and collaborative environment focused on delivering quality results to our sponsors and making critical contributions to the nation? Are you organized, able to manage multiple tasks, and pay attention to details? Do you love working with numbers, have strong computer skills and handling day to day financial related tasks (i.e. fo
Posted 1 month ago
Under limited supervision coordinates financial and clinical decision support services. Researches, designs, negotiates and executes financial decision support projects with clinical and administrative staff. Operations include the following areas Budgeting, Cost Accounting, Clinical Resource Management, Financial Business Planning, and Managed Care Contracting. Principal
Posted 11 days ago
Title Financial Management Analyst Intern ship Location Tysons, VA M.C. Dean is Building Intelligence. We design, build, operate, and maintain cyber physical solutions for the nation's most recognizable mission critical facilities, secure environments, complex infrastructure, and global enterprises. . Our success is predicated on building trusted teams of the very best pe
Posted 3 days ago
Provide expert insights to support and contribute to the analysis and reporting of a component's financial activities and budget. Assist in crafting comprehensive spend plans and closely monitor financial execution activities. Record and track interagency agreements for facilitating Economy Act and other financial transactions. Document financial commitments, obligations,
Posted 4 days ago
Venable LLP's Financial Services Group seeks an associate with a minimum of two years of experience to join the practice in the Washington, D.C. office. Our Financial Services practice handles a mix of law enforcement investigations, regulatory compliance counseling, and transactional work in the areas of payments and fintech, consumer and commercial lending, bank regulat
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