Financial Consultant Jobs in Mclean, VA
Fidelity Investments
$60000 - $75000
Washington, DC
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Fidelity Investments
$59000 - $74000
Silver Spring, MD
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Fidelity Investments
$70000 - $105000
Chevy Chase, MD
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Capgemini Government Solutions
McLean, VA
The disclosed range takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, geographic location, relevant education, qualifications, certifications, experience, skills, seniority, performance, sales or revenue-based metrics, and business or organizational needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.
Capgemini Government Solutions
McLean, VA
The disclosed range takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, geographic location, relevant education, qualifications, certifications, experience, skills, seniority, performance, sales or revenue-based metrics, and business or organizational needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.
Technovision Inc
Washington, DC
The candidate documents and works to resolve problems, reports progress on problem resolution, devises improvements to current procedures, and develops models of possible future configurations. JOB DESCRIPTION: Duties and Responsibilities: The candidate is responsible for the design, development and execution of automated tests for distributed enterprise applications with external and internal interfaces utilizing Microservices and business automation patterns.
VBJ TECH LLC
$60
McLean, VA
Lead testing efforts, including creating test scripts, performing unit testing, and supporting user acceptance testing (UAT). Previous experience leading Workday Financial implementations, including configuration and testing.
Nextgen Solutions Corporation
$20 - $40
Fort McNair, DC
c) Assists in the gathering of requirements for new or existing systems; participates as a consultant on software evaluation; serves as an analyst on the system implementation team assisting in fit/gap analysis, system configuration, and the establishment of the requirements traceability matrix (RTM), creating test cases to ensure all requirements are tested prior to go live; works with stakeholders, business subject matter experts, and other members of the implementation team to confirm that the system meets the needs of the District. d) Documents the interface control documents (ICD) needed to define the interfaces into and out of the new system, as appropriate; assists in documenting all re-engineered business processes modified during the implementation process; and identifies and documents the IT roles and responsibilities for maintaining the new system once implemented.
New York Life - Washington DC - Virginia- Maryland
Bethesda, MD
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.
Fidelity Investments
$61000 - $80000
Herndon, VA
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
CAPTRUST
Alexandria, Virginia
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. In this role, the Wealth Financial Consultant will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy.
Slalom LLC
$178000 - $281000
Washington, DC
The Client Partner will engage with colleagues throughout Slalom to introduce thought leadership, create winning proposals, and deliver superlative work, thereby growing Slalom's consulting footprint with existing customers and opening doors to new ones. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life.
Charles Schwab
Washington, DC
You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Charles Schwab
Leesburg, VA
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
Saasinct Solutions
Bethesda, MD
We provide our customers with a unique combination of consulting and education, illustrating what a fully integrated technology stack can look like with Salesforce at the center. You will lead delivery teams, manage scope and financials, nurture executive relationships, and ensure measurable business outcomes for every account under your leadership.
WiSC Enterprises, LLC
Chantilly, Virginia
Required Qualifications: A minimum of twenty (20) years of generalized experience, with at least fifteen (15) years of experience in the following concentrations:Project Management Professional (PMP), DAWIA Level III certification in Program Management or equivalent specialized experience with Project Management tools and techniques. As a Strategic Business & Financial Management Consultant Expert, you will be expected to provide program management, financial / budget planning and execution guidance to a government customer and team in support of the customer PMO.
WiSC Enterprises, LLC
Chantilly, Virginia
Required Qualifications: A minimum of eight (8) years of generalized experience, with at least eight (8) years of experience in the following concentrations:Project Management Professional (PMP), DAWIA Level III certification in Program Management or equivalent specialized experience with Project Management tools and techniques. As a Senior Strategic Business & Financial Management Consultant, you will be expected to provide program management, financial / budget planning and execution guidance to a government customer and team in support of the customer PMO.
Thompson Gray Inc.
$45000 - $65000
Washington, DC
Position Requirements: Bachelor's Degree in Accounting, Finance, Information Technology, Business Management/Administration, Mathematics, Statistics, Computer Science, Data Science or field directly related to the position (if the individual did not receive a Bachelor's in one of these fields but received a Master's Degree in Accounting, Finance, Information Systems, Business Management/Administration, Mathematics, Statistics, Computer Science, Data Science, then the Master's may serve in place of the Bachelor's degree); One (1) year of experience with Federal financial management. This role will directly contribute to the Army's ongoing Financial Improvement Plan (FIP) by driving execution of corrective actions, enhancing internal control frameworks, and supporting financial audit transformation efforts across Army organizations.
Thompson Gray Inc.
$85000 - $98000
Washington, DC
A Master's degree in Accounting, Finance, Information Technology, Business Management/Administration, Mathematics, Statistics, Computer Science Data Science may serve in place of the Bachelor's degree; or one of the folloiwing active and current certifications issued by appropriate licensing authority: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Government Financial Manager (CGFM), Certified Defense Financial Manager (CDFM), Project Management Professional (PMP), Scaled Agile Framework (SAFe), Information Technology Infrastructure Library (ITIL). This role will directly contribute to the Army's ongoing Financial Improvement Plan (FIP) by driving execution of corrective actions, enhancing internal control frameworks, and supporting financial audit transformation efforts across Army organizations.
NuvoLogic Consulting
McLean, VA
Our services include risk management; business analytics and data science to help management make insightful decisions; quantitative analysis developing financial and predictive models; internal controls, compliance and governance to ensure processes align with regulatory guidance; and process modernization to enhance, streamline and optimize processes. The Senior Consultant will work closely with senior team members assisting in performing financial analysis, evaluating processes, conducting due diligence, and preparing reports and presentations for decision makers.
NuvoLogic Consulting
McLean, VA
Our services include risk management; business analytics and data science to help management make insightful decisions; quantitative analysis developing financial and predictive models; internal controls, compliance and governance to ensure processes align with regulatory guidance; and process modernization to enhance, streamline and optimize processes. The Consultant will work closely with senior team members assisting in performing financial analysis, evaluating processes, conducting due diligence, and preparing reports and presentations for decision makers.
Lynch Consultants, LLC
Alexandria, VA
Lynch Consultants is seeking an USMC Financial Management Specialist with a solid understanding of DoD Financial Systems who is ready to take on meaningful challenges and make a measurable difference. . If you are a highly motivated individual with the ability to solve complex issues, take on new responsibilities, build relationships and think in unique and innovative ways, we are looking for you!
Baker Tilly Advisory Group, LP
Washington, District of Columbia
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.
TechDigital
Washington, DC
Minimum of 7 years of hands-on experience configuring and supporting multiple PeopleSoft Financials modules, including GL, AP, BI, AR, AM, and PC. • Minimum of 7 years' experience supporting end users in an accounting or finance department.
Charles Schwab
Potomac, MD
You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Shore United Bank
Waldorf, MD
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.
RIA Recruiting
$80000 - $90000
Washington, DC
Capital Area Planning Group LLC is a registered investment advisor (RIA) based in Washington, DC, providing financial planning, investment management, tax preparation, home mortgage, and insurance services to high-net-worth individuals and families across the United States. Serve as a primary point of contact for clients' financial planning related inquiries (via phone or email), ensuring clients understand their options and the implications of any recommended planning strategies.
Northwestern Mutual
$61000 - $250000
Fairfax, Virginia
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.
Charles Schwab
Tysons Corner, VA
Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. . + Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly.
Tau Six
Chantilly, VA
This position requires extensive experience operating in DoD research and development environments, including support to Special Compartmented Information (SCI) and Special Access Program (SAP) IT systems, and a demonstrated ability to navigate the unique governance, security, and coordination challenges present at the Department's most senior levels. Tau Six, an agile small company delivering cutting edge cybersecurity and systems integration services to the US National Security market, has an immediate need for a Senior IT Management Consultant to provide support to a Chief Information Officer within a Department of Defense customer.
GPTech
Arlington, VA
Support the Vice President for Strategic Initiatives in developing a strategy for outreach to cold chain industry members, facilitated by Global Cold Chain Alliance (GCCA) membership and event participation, with the goal of developing pilot projects to demonstrate GPTech energy management services. Providing comprehensive services from project inception to completion and post-completion, we deliver solutions to help clients save money, enhance operations, protect the environment, and achieve lasting impacts.
ComplySci
$99000 - $121000
Washington DC, DC
Comply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
B2Bcfo
Arlington, Virginia
Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.
Samsung SDS America
Washington, DC
The Presales Solution Consultant – EMS/EMM is a strategic, customer-facing leader responsible for designing, validating, and operationalizing enterprise-scale mobility lifecycle solutions that are commercially viable, technically sound, and execution-ready. The Presales Solution Consultant partners closely with Sales, Product, Finance, and Delivery teams to accelerate revenue growth, improve deal quality, and ensure consistent, high-quality transitions from presales to implementation.
Pyramid, Inc
$60 - $64
McLean, VA
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Act as a trusted advisor to HRIS and business stakeholders through clear communication and reliable delivery.
Summit
Washington, DC
Second Round: If selected to move forward, you will participate in a panel interview and discuss your experience (mainly in the areas of finance, policy, economics, data science, and communications) and how you may work with Summit. Our services in federal infrastructure finance, evidence-based program evaluation, program and business modernization, and enforcement and litigation analytics help make government effective and society just.
Guidehouse
$149000 - $248000
MCLEAN, VA
Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event.
Voya Financial Advisors
Washington/DC, DC
The Financial Advisors/Team will be responsible for increasing employee engagement and education thru 457(b)/401(a) enrollment assistance, retirement and investment strategy guidance, and participant education. Voya Financial is seeking 3-5 Financial Advisorsimmediately to join our team to work with employees of a new government defined contribution client in DC.
CBRE
Washington, DC
Responsible for the day-to-day equity awards, compliance with internal policies and external regulations, employee communications, and coordination with key internal and external partners (including Finance, Legal, Payroll, HR and our equity platform provider. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people.
APN consulting Group
Washington, DC
banking DomainDetailed Job Description:Capital Markets domain, Financial planning and analytics, treasury, liquidity management, climate risk, risk management, product migration implementation, data mapping, data migration, integration, report creation, Good communication, Strong SQL, Selfstarter, techno functional analyst. Job Title* Lead Consultant | Capital Markets | Wealth ManagementWork Location : Washington DC20433Contract duration (in months)* 6 MonthsExperience Level : 10 YearsWork Mode : OnsiteNeed Permanent resident who can work with any employerJob Details:Must Have Skills (Top 3 technical skills only) *1.
Pyramid, Inc
$55 - $65
McLean, VA
Key Responsibilities: Serve as a Workday Consultant supporting design, development, and maintenance of Workday solutions Develop and support Workday Integrations including EIB, Core Connectors, Studio, and third-party integrations Design and manage Workday Orchestrations, ensuring reliable end-to-end business process flows Build and enhance applications using Workday Extend (Extend Platform)Key Requirements and Technology Experience: Skills-Workday Consultant 4 yrs of integrations – working orchestrations/integrations ExtendOur client is a leading Banking and Financial Industry and we are currently interviewing to fill this and other similar contract positions. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners.
Satori Digital
Columbia, MD
Develop and prepare in-depth financial plans tailored to individual client needs, with a focus on pre-retirement, retirement, estate, and long-term wealth strategies. Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning.
Business Management Associates, Inc.
Washington, DC
Business Management Associates (BMA) is seeking an experienced Consultant who will monitor and assess agency records management program, identify records management challenges or risks across the agency, adjust resources to focus on significant compliance issues, evaluate the maturity of organizational records management programs and the adequacy of corrective actions, communicate appraisal results to stakeholders, identify and make program improvements based on appraisal results and evaluation of stakeholder feedback and lessons learned, and ensure reliable and predictable records management program implementation across the agency. Business Management Associates, Inc. (BMA) Integrating People and Process Through Service, with a strategic emphasis on integrating people and process, and proven, documented project management methodology for internal and external management while maintaining a strategic and financial focus on an organizations most important component ' its people;
Humana
$94900 - $130500
Washington, DC
To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: + At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested. This role will collaborate closely with CenterWell leadership and senior leaders across our Primary Care, Home, and Pharmacy businesses to advance delivery of personalized and integrated care that improves experience, quality, and outcomes while addressing some of the segments’ most important opportunities and challenges.
Barrow Wise Consulting
undefined, MD
Deep expertise in higher education enrollment strategy, a track record of successful institutional partnerships with regional public universities, and the capacity to deliver high-quality analysis within a collaborative, time-bound framework. Perform a SWOT analysis of the current state of the university in full-funnel enrollment management and marketing, as well as detailed comparison and benchmark analyses that will determine a strong strategic approach to the university.
BizFirst
Arlington, VA
BizFirst is seeking a DoW SBR Audit Remediation Consultant to support a Department of War (DoW) customer with Statement of Budgetary Resources (SBR) audit remediation and financial reporting improvement efforts. This role focuses on identifying root causes of audit findings, resolving budgetary discrepancies, and implementing sustainable process, data, and control improvements to strengthen auditability.
Advanced American Technologies, Inc
Washington, DC
Skill MatrixExperience with Business workflow processesRequired / DesiredAmountof ExperienceWork experience in Business Analysis in a financial/accounting applicationRequired6YearsPractical application ability with Microsoft Office, Project and VisioRequired6YearsExperience with detailed analytical abilitiesRequired6YearsBachelor's degree in Science, Technology or Mathematics, Finance and Accounting. Assists in the gathering of requirements for new or existing systems; participates as a consultant on software evaluation; serves as an analyst on the system implementation team assisting in fit/gap analysis, system configuration, and the establishment of the requirements traceability matrix (RTM), creating test cases to ensure all requirements are tested prior to go live; works with stakeholders, business subject matter experts, and other members of the implementation team to confirm that the system meets the needs of the District.d)
Librium Group
Washington, DC
This role is ideal for a rising leader with experience in P3s, 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. Librium Group is seeking a motivated and analytically strong Mid-Level Consultant – Public-Private Partnership (P3) Specialist to support federal, state, and municipal clients with complex infrastructure and energy programs.
Best Buddies International
$42000
Washington, DC
Guides participants, guardians and family members in navigating social security issues, offering referrals to local Work Incentives and Planning and Assistance (WIPA) and/or Community Work Incentive Counselors (CWIC) available through their state Vocational Rehabilitation (VR) agencies to focus on identifying any/all available work incentives, including programs that extend Medicare/Medicaid coverage while the individual achieves a greater level of independence. Position Overview: The primary responsibility of the Employment Consultant is to function as a coach, mentor, and vocational support professional working one-to-one with individuals with intellectual and developmental disabilities (IDD), supporting them to successfully obtain employment in their communities, improving their quality of life allowing them to gain greater levels of independence through work.
Dalberg Advisors
Washington, DC
You aspire to become a social impact leader by tackling some of the most critical issues facing society today—from advancing gender equity and justice, to addressing climate change, to expanding financial inclusion and economic mobility. We are entrepreneurs and innovators, designers and creative problem solvers, thinkers, and doers who supply new ideas, drawing from a deep base of knowledge that cuts across sectors and geographies and is growing every day.