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Our system has scored these top jobs to be 94% compatible with you!Metro DC Financial Representative Foresters Financial - Silver Spring, MD May 26, 2017 - Who we are . . . Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance, and... more » Who we are . . . Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance, and tools, to meet their needs across all life stages. Our financial representatives, who are among the best trained in the business, offer personalized service combined with a solid, long-term approach and fresh thinking. You can also take pride in knowing that you are part of Foresters™, an international financial services provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. What you need . . . • Bachelor’s degree • Strong communication and marketing skills with the ability to work one-on-one with clients • The ability to plan your day and achieve goals • An interest in developing financial strategies and a genuine concern for the welfare of others • An entrepreneurial work ethic and the desire to achieve financial success What you will do . . . • Recommend solutions to your clients for their investment needs • Collaborate with others in developing presentations delivered in group settings or one-on-one • Keep in touch with clients to ensure that they have the right products for their current needs • Create referral opportunities and build a referral-based practice • Determine the course for your career in terms of financial objectives How we help you . . . Our extensive training program and state-of-the-art learning system is designed to prepare you so you are both business savvy and confident when working with your clients. You will enjoy a professional office environment with all the support and tools you need to be successful. New Representatives start out earning wages and commissions, so while you take care of your clients, we take care of you. Products we offer . . . • Mutual Funds • Life Insurance (Whole Life, Term Life & Variable Life) • Annuities • Retirement Vehicles • Education Plans Foresters Financial is a member of: • FINRA (Financial Industry Regulatory Authority) • ICI (Investment Company Institute) • ASBO (Association of School Business Officials) • NTSAA (National Tax Shelter Account Association) • PPA (American Society for Pension Professionals and Actuaries) • SIPC (Securities Investor Protection Corporation) Areas of interests that lead to success . . . Finance Sales Marketing Hospitality Banking Retail Industrial Military Insurance Financial Planner Customer Service Customer Support Public service Communication Entrepreneurship Sociology Social worker Psychology Foresters Financial is building a brighter future . . . one Representative at a time! Foresters Financial is an Equal Opportunity EmployerForesters Financial™ and Foresters™ are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society) and its subsidiaries, including Foresters Financial Services, Inc. Foresters Financial Services, Inc. does not provide legal, tax or estate planning services. All investing involves risk, including the risk that you may lose money. Mortgage Loan Officer American Financial Network, Inc. - Vienna, VA May 22, 2017 - AFN is one of the fastest growing retail mortgage lending platforms in the U.S. Built on core values, our mission provides you the tools,... more » AFN is one of the fastest growing retail mortgage lending platforms in the U.S. Built on core values, our mission provides you the tools, guidance, and team support to take control of your future. AFN will take your business to the next level of success. American Financial Network offers our employees one of the most aggressive compensation plans, products, pricing, support and marketing systems in the mortgage industry.“It’s no wonder why more and more Top Industry Professionals are choosing a career with AFN.”Our business model is focused on helping you to achieve higher levels of purchase driven production.Turbo-charged transition desk – You don’t miss a beat when transitioning.Dedicated Branch Relations department – A true “Concierge” department.Ginne Mae Seller Servicer / Fannie Mae IssuerExtensive product line - “out of the box” products, other lenders don't have.Best in Class program to build referral relationshipsOne of the most aggressive compensation plans in the industrySign On Bonuses for top producers may applyAFN Listed - Industry leading Realtor System - Multiple streams of leads for LOsAFNiConnect - Portal technology - 400+ pieces, CRM, Marketing, ReportingMobile App (Capture More Millenial Business)Social Survey - Get more reviews and share them instantlyFull Benefits – Medical, Dental. Vision, Life; 401KAbility to broker to over 50 investorsWe have built an industry-recognized reputation as a Premier National Retail Mortgage Platform, serving the lending needs of real estate professionals, builders, and individual homebuyers. We have spent many years and countless dollars creating a technology platform centered on increasing efficiency and streamlining operations. Origination, pricing, locking, marketing and reporting components are web-driven and accessible anywhere Internet access is available.As a Premier National Direct Lender with a long-term record of success and stability, and an industry recognized outstanding reputation, we are expanding further into strategic retail markets AFN is constantly evolving and adapting in response to internal and external market triggers to ensure that our producers are equipped with the perfect blend of product, service, price, as well as marketing and leadership training. . Our growth initiative provides a true career path with true career advancement opportunities.Our corporate strategy encourages input from our staff and promotes autonomy. If you feel your talents and skills are overly burdened and restricted by an abundance of corporate controls, then the relaxed and team oriented culture at AFN is the fit you have been searching for.Loan Officer Requirements:Minimum 2 years of mortgage loan officer/retail mortgage banking experienceMust already be Federal NMLS Licensed & SAFE Act compliantMust be licensed in the state(s) in which you will be originating Must Have Sales experienceA focus on self-sourced business preferredA large percentage of purchase loan business a plus Financial Planning Trainer Edelman Financial Services - Fairfax, VA May 27, 2017 - Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilledFinancial... more » Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilledFinancial Planning Trainer for our Fairfax, VA location.This position is to help provide the highest degree of financial knowledge and education for Edelman Financial Services to assure that we provide our clients the best available in the industry. Primary Responsibilities include:Work with Research and Education team as well as Planner management helping to train new planners during orientation and follow-on trainingWork with Research and Education team as well as Planner management helping to train existing planners on EFS methods, systems and other practice management needsHelp assess firm-wide developmental needs of the financial planners to drive training and education initiativesWork with the Research and Education team and Planner management to continually assess existing programs and systems the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clientsWork with Operations and IT Departments for enhancement of existing systems, development of new systems and deployment for bothWork with multiple departments to review and edit written and other material we make available to the publicConduct research as required by Planner management and/or other departmentsTeach the nuances of the firm’s culture as needed in all training sessionsPerform other duties as assigned and requiredTravel may be requiredRequirements:Bachelor degree required, preferably in Finance, Organizational Development, Education or related fieldFINRA Series 7, 63, 65 or 66, and 24 or equivalent (8 or 9/10) securities licenses requiredCFP® designation preferredApplicable state insurance license requiredKnowledge in all areas of financial planning including investments, insurance, retirement planning, estate planning, taxes, real estate and mortgagesCoaching and training experienceMinimum 5 years financial services industry experience working with clients in a broker/dealer or registered investment advisor environment requiredStrong leadership and interpersonal skills, including written and verbal communication, as necessary to work effectively with staff at all levelsMust be flexible and a strong team playerMust be a self-starter, able to work with minimal supervisionAttention to detail, ability to organize work, and follow-up skills are critical to the successful performance of position responsibilitiesAbility to prioritize, address multiple projects and meet deadlines is criticalThorough knowledge of MS Outlook, Power Point, Word and Excel is a mustFor more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy.
Regional Client Service Supervisor Edelman Financial Services - Silver Spring, MD May 24, 2017 - Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a Regional Client... more » Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a Regional Client Service Supervisor. This position can be filled in our Ellicott City, Silver Spring, or Bethesda, MD offices.The Regional Client Service Supervisor will act as a resource for Client Service Associates (CSAs) and Financial Planners on Operational and Service related tasks. She/he serves as an intermediary among the Client Service Managers, various operations personnel, and the Financial Planning Teams as needed or when an issue is escalated. This person will also review and process new client information, maintain current client data, verify all client account maintenance functions, ensure client satisfaction and adhere to regulatory standards. The Supervisor is responsible for ensuring that his/her branches are fully staffed (including conducting interviews for new CSAs as needed) and fully compliant with corporate standards. Frequent travel is required within his/her region to inspect branches and ensure policies and procedures are being followed. She/he may supervise up to 20 Client Service Associates based on the number of branches in his/her region.Responsibilities:Actively participate in recruiting, hiring and training new Client Service Associates for branchesWork closely with manager to implement new policies and proceduresEvaluate and review all policies and procedures, offering suggestions to manager for improvements as necessaryEnsure that all policies and procedures are followedProvide leadership by becoming a resource for team membersMaintain schedules and approve time out of the office for employees to ensure adequate staffing in the departmentMonitor employee paid leave, including timeliness and accuracy in company tracking systemsComplete employee performance evaluations and makes increase recommendationsSupervise Client Service Associates in the following areas:Supporting Planner with new clients and related paperworkEstablishing client relationships and maintaining client satisfactionCommunicating daily with clients via telephone and email, providing account information and meeting client needsReviewing and processing all client paperwork and funds for new accountsProcessing checks through Check Tracker programPreparing follow-up sheets for new accounts; keeping track of new account flow using said follow-up spreadsheets as well as TDA Morning Report, VEO, and GMMaintaining records and filesPreparing client documents, reportsResearching client issuesProactively tracking investment fundingProviding superior client service by way of directly assisting clients with account activity and addressing concerns through follow-up and resolutionAttending company seminars and functions as required or help with any company project or activityComplying with all continuing educational requirementsVerifying clients have been invested in correct portfolio modelsResponsible for setting an example for other department employees by observing appropriate working hours in relation to department and client workload conditionsMaintaining compliance with all corporate and regulatory standardsRequirements:Minimum 2-5 years financial services industry experience at a broker/dealer or registered investment advisory firm2 years supervisory experience highly preferredSeries 7, 63, and 24 is required, or must be obtained within first 6 months of employmentSeries 65 or 66 is preferredBachelor’s Degree in Finance or related field preferred, or equivalent industry experienceAbility to effectively lead and motivate a team towards accomplishing common goalsAbility to prioritize and manage multiple deadlines is essentialMust be detail orientedExcellent client service and communication skills requiredRequires effective oral and written communication skills, excellent interpersonal skills, and computer literacyCritical thinking and multi-tasking skills requiredExcellent organizational skillsAdaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected eventsAbility to work in a team environment is essentialMust be computer literate and proficient in Windows, Word, and ExcelMust be able to frequently travelFor more information:www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy. PeopleSoft Financial Tester Softnice - Herndon May 25, 2017 - Job Title: PeopleSoft Financial TesterLocation: Herndon, VALong Term Need PeopleSoft Financial Tester with AR,GL, AP skillWork with... more » Job Title: PeopleSoft Financial TesterLocation: Herndon, VALong Term Need PeopleSoft Financial Tester with AR,GL, AP skillWork with Business Users to determine existing business processAnalyze, document, and evaluate alternative solutions within a team environment.PeopleSoft, Tester, AR, GL, AP Financial PeopleSoft Tester Sriven Technologies, LLC - Herndon May 25, 2017 - One of our Client in Virginia is looking for Financial Tester with strong PeopleSoft ExperiencePlease send resume to ...@Financial... more » One of our Client in Virginia is looking for Financial Tester with strong PeopleSoft ExperiencePlease send resume to ...@Financial PeopleSoft Tester Internal Auditor Signal Financial Federal Credit Union - Kensington, MD May 17, 2017 - Internal Auditor – Kensington, MD Position Description This position will perform internal audits to support the credit union in the... more » Internal Auditor – Kensington, MD Position Description This position will perform internal audits to support the credit union in the achievement of its objectives including compliance with applicable regulations. Specifically, by maintaining independence and objectivity, staying abreast of key developments in the organization and the industry and developing productive, trust based relationships with the lines of business within the credit union; this position will support the achievement of organizational objectives. Position Responsibilities Perform risk-based operational, financial and compliance audit activities inclusive of planning, fieldwork and reporting.Obtain, analyze and evaluate accounting documentation, policies, procedures, previous reports, data, flowcharts etc. to develop a thorough understanding of processes under review and identify potential control weaknesses or compliance issues.Develop customized audit programs as needed to document the planning, fieldwork and reporting conducted.Comprehend issues, draw conclusions and make sound judgments in a timely manner. Sort through the detail, determine root causes and subtle relationships and work with Risk Manager to develop recommendationsPrepare and present unbiased and well supported reports that reflect audit results with respect to audit objectives as well as realizable recommendations to remediate findings.Work with the Risk Manager to develop and execute the credit union’s audit plan.Communicate effectively and professionally to articulate audit findings and risk areas verbally and in writing.Conduct audit follow-up.Commit to continuous learning and knowledge development regarding credit union industry, regulations, best practices, tools, techniques and performance standards.Self-starter that can work effectively with minimal supervision, under tight deadlines.Work on special projects as assigned. Position Requirements BA/BS in Business Administration, Accounting, Finance or equivalent experienceProfessional designation, e.g. CPA, CIA, CFE, or CISA preferredMinimum 2-3 years’ experience in Internal Audit, a financial analyst role and/or risk managementExperience in the credit union industry highly desiredKnowledge of NCUA Regulations and risk management techniques highly desiredStrong MS Excel and MS PowerPoint skills required.Visio a plusWorking knowledge of Jack Henry Symitar preferredExperience performing data extraction preferred and ability to conduct research requiredAbility to use diplomacy to affect change and create buy inStrong attention to detailStrong organizational skillsStrong verbal and written communication skills to include trust, discretion and confidentially and the ability to successfully tailor communications according to the audience.Understanding of financial statements and auditing practices, as well as accounting principles, general business processes, standards, techniques and proceduresWorking knowledge of audit procedures, planning, and test/sampling methods.Detail oriented and ability to maintain independence and objectivity.Ability to self-direct in managing day-to-day tasks accurately and within specified timeframes.Ability to proactively pursue and develop a sound understanding of Signal Financial FCU’s products and services. The list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem as necessary. Data/Financial Analyst Integrated Systems - Vienna May 27, 2017 - We are looking for a data/financial analyst to work in our offices in Tysons Corner, VA and to support a government contract. Qualified... more » We are looking for a data/financial analyst to work in our offices in Tysons Corner, VA and to support a government contract. Qualified candidate will have a current, active Secret Clearance. Key responsibilities include:Once the data have been collected or extracted, the analyst analyzes the data to identify trends, patterns and relationships in the data that provide answers to questions posed by managers and administrators.Perform Trend Analysis based on current data satellite usage for the annual report and current SATCOM usage monitoring, including ideas on how to present and find trends based on multiple factors.Assist the financial team in refining data analyses for Independent Government Cost Estimates (IGCE) in support of commercial SATCOM acquisitions.Provide future demand modeling based on industry trends of capability, SATCOM market consumption, etc.Perform "what if" analyses based on the usage and annual report data. Required Skills: Bachelor s degree Secret ClearanceAttention to detail and passion for accuracyStrong analytical skillsExcellent communication skillsexcel,