Top 264 Financial consultant Jobs in Silver Spring Md

Chief Compliance Officer - Investment Advisor
Heritage Investors Management Corporation —Bethesda, MD
- $150,000 - $200,000 a year
- Full-time
- Microsoft Excel
- Customer service
- 5 years
- Profit sharing
- Disability insurance
Quick Apply
3d
Financial Advisor
Edward Jones —Bethesda, MD
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Consultant, Momentum Financials Functional Support (TS/SCI w/ Polygraph)
Deloitte —Arlington, VA
- $97,700 - $162,800 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Professional
MassMutual Greater Washington —McLean, VA
- $50,000 - $250,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Trust Services Analyst
Air Line Pilots Association, Int'l. —McLean, VA
- $69,341 - $97,182 a year
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- Commuter assistance
- Health savings account
Financial Advisor (Unlimited Growth Potential)
Northwestern Mutual —Bethesda, MD
- $70,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Consultant
Andrew Morgan —Washington, DC
- Mid-level
- Office
- Analysis skills
- Paid training
- Paid holidays
Quick Apply
Financial Consultant
Frontec Financial —Washington, DC
- Full-time
- Remote
- Oracle
- Bachelor of Science
- Mid-level
Oracle Financial (EBS) Functional Consultant
BroadPoint Federal, Inc —Bethesda, MD
- Full-time
- Remote
- Oracle
- Computer Science
- Bachelor's degree
Quick Apply
Financial Services and Marketing (Consultant)
Redeemer Division Trust, LLC —Rockville, MD
- $50,000 - $120,000 a year
- Part-time
- Hybrid work
- HIPAA
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Strategic Financial Advisor
Booz Allen Hamilton —Washington, DC
- $69,400 - $158,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Financial Services-Senior Consultant
Guidehouse —Washington, DC
- $107,000 - $178,000 a year
- Full-time
- Microsoft Excel
- CPA
- Research
- Health savings account
- Paid holidays
Financial Investigations Managing Consultant
Guidehouse —Washington, DC
- $113,000 - $188,000 a year
- Full-time
- 6 years
- Office
- Finance
- Health savings account
- Paid holidays
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
Goldman Sachs —Washington, DC
- $60,000 - $160,000 a year
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Disability insurance
- Health insurance
Financial Management Consultant (PP&E)
Guidehouse Inc. —Washington, DC
- $98,000 - $163,000 a year
- Full-time
- Remote
- CPA
- Research
- Mid-level
- Health savings account
- Paid holidays
Senior Financial Analysis and Reporting Consultant
Guidehouse —Washington, DC
- $98,000 - $163,000 a year
- Full-time
- CPA
- 5 years
- Administrative experience
- Health savings account
- Paid holidays
SR Financial Analyst/Consultant
Artemis Consulting —Washington, DC
- $95,000 - $130,000 a year
- Full-time
- Microsoft Outlook
- ERP systems
- Research
Quick Apply
Workday Financial Consultant
Ascendion —McLean, VA
- $100,000 - $120,000 a year
- Mid-level
- 4 years
- Leadership
- Disability insurance
- Health insurance
Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC
Goldman Sachs —Washington, DC
- $75,000 - $160,000 a year
- Full-time
- Office
- Business development
- Analysis skills
- Disability insurance
- Health insurance
Federal Financial Management Senior Consultant
Guidehouse —Rockville, MD
- $98,000 - $163,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- PMP
- Health savings account
- Paid holidays

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financial consultant jobs near silver spring md

Chief Compliance Officer - Investment Advisor

Heritage Investors Management Corporation
Bethesda, MD

Quick Apply

Job Details

Full-time
$150,000 - $200,000 a year
3 days ago

Benefits

Profit sharing
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance
Retirement plan

Qualifications

Customer service

Full Job Description

Chief Compliance Officer

Description:

Heritage Investors Management Corporation, is searching for a Chief Compliance Officer to manage all aspects of the firm’s compliance program. Heritage, based in Bethesda, MD, is an SEC-registered investment advisor managing approximately $4.9 Billion in assets. Established in 1975, Heritage has consistently delivered value to its clients by understanding their financial objectives and utilizing a disciplined, time-tested investment process that effectively achieves them. Heritage is proud of its track record and its focus on the individual client as the basis for its investment strategy.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Manage, implement, operate and be responsible for the firm’s compliance program.
Monitor and test the firm’s policies and procedures to determine the adequacy and effectiveness of the firm’s compliance program.
Prepare and submit all required regulatory filings and disclosure documents in a timely and accurate manner.
Train and educate employees on regulatory compliance matters.
Maintain well organized systemic records of the firm’s compliance program.
Act as a point of contact for regulators (SEC, FINRA).
Maintain ongoing expertise in federal and state regulatory policies.
Oversee employee personal trading and reporting.
Manage the firm’s surprise audit.
Assist with the firm’s corporate audit.
Support related activities.
Additional responsibilities as necessary.

QUALIFICATIONS:

5+ years of experience in Financial Services compliance, specifically working with Registered Investment Advisers
Strong knowledge and understanding of regulatory filings and relevant regulations and laws.
Experience with Greenboard is a plus.
Proficient in Microsoft Office (Word and Excel).
Excellent written and oral communication skills.
Strong customer service skills.
Ability to work and make decisions independently within a collaborative team environment.
High attention to detail and accuracy.
Unquestionable integrity and dependability.

Benefits include:

Company paid medical insurance, including company contribution to a Health Reimbursement Account
Company paid dental, life and disability insurance
Eligibility for 401k/retirement plan and profit sharing after 1 year of employment (at first opening thereafter)
Parking or public transportation assistance

Job Type: Full-time

Pay: $150,000.00 - $200,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Ability to Relocate:

Bethesda, MD 20814: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial consultant jobs in silver spring md

Chief Compliance Officer - Investment Advisor

Financial Advisor

Consultant, Momentum Financials Functional Support (TS/SCI w/ Polygraph)

Financial Professional

Trust Services Analyst

Financial Advisor (Unlimited Growth Potential)

Financial Consultant

Financial Consultant

Oracle Financial (EBS) Functional Consultant

Financial Services and Marketing (Consultant)

Strategic Financial Advisor

Financial Services-Senior Consultant

Financial Investigations Managing Consultant

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.

Financial Management Consultant (PP&E)

Senior Financial Analysis and Reporting Consultant

SR Financial Analyst/Consultant

Workday Financial Consultant

Asset & Wealth Management, Private Wealth Advisor, Associate, Washington DC

Federal Financial Management Senior Consultant

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