Financial Services Technician

4 weeks ago


Reston, Virginia, United States Pyramid Consulting, Inc Full time

Job Summary:

We are seeking a skilled Financial Services Technician to join our team at Pyramid Consulting, Inc. This is a contract opportunity with long-term potential, and we are looking for a talented individual to assist in the preparation of financial statements and reports.

Key Responsibilities:

  • Financial Statement Preparation: Assist in the preparation of financial statements and reports, including data collection, analysis, and research assistance.
  • Financial Database Maintenance: Maintain financial information databases and related supporting documentation.
  • Administrative Support: Perform day-to-day administrative duties to keep track of related functions, including billing statements and budget expense reconciliation.
  • Research and Analysis: Assist management and analysts in research, analysis, creation, maintenance, and distribution of internal corporate reports.
  • Special Projects: Assist with special financial studies as assigned.

Requirements and Experience:

  • Education: Undergraduate studies in finance, economics, accounting, or related disciplines preferred.
  • Experience: No experience required with related undergraduate degree, or equivalent background acquired through three years of related work experience.
  • Skills: Basic accounting, administrative skills, data entry, and basic familiarity with GAAP accounting practices preferred.

About Us:

Pyramid Consulting, Inc. is a leading consulting firm in the insurance industry, and we are committed to providing equal employment opportunities to all employees and applicants for employment.



  • Reston, Virginia, United States Shoemaker Financial Full time

    At Shoemaker Financial, we're seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you'll play a crucial role in helping clients achieve their financial goals. Your responsibilities will include assessing clients' needs, developing customized strategies, and implementing recommendations to help them succeed.Key...


  • Reston, Virginia, United States Prudential Financial Full time

    We are seeking a highly skilled Client Service Concierge to join our team at Prudential Financial. As a key member of our staff, you will be responsible for delivering exceptional service to our clients, either in person, over the phone, or via email.Purpose of the Client Service ConciergeOur ideal candidate will be responsible for:Providing first-class...


  • Reston, Virginia, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Advisors, we're committed to helping you achieve your career goals and succeed in the financial services industry. As a Financial Professional, you'll have the opportunity to develop your skills and knowledge in a dynamic and supportive environment.Key Responsibilities:Develop relationships with...


  • Reston, Virginia, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Services ProfessionalPrudential Financial is seeking an experienced financial services professional to join our team in the Madison area. This exciting opportunity will allow you to grow your career and business, helping individuals and families achieve their financial goals. Key benefits include:Service existing clients...


  • Reston, Virginia, United States Lakeshore Financial Group Full time

    Unlock your potential as a Financial Services Professional with Lakeshore Financial Group.We are seeking ambitious individuals to join our Colorado team as Financial Advisors. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build your own business.Responsibilities:Partner with clients to achieve their financial...


  • Reston, Virginia, United States Livictus Financial Services Full time

    Opportunity for Growth and SuccessLivictus Financial Services is seeking a highly skilled financial advisor to join our team and help us achieve our goals. As a financial advisor, you will have the opportunity to grow your practice and build strong relationships with clients.Our PhilosophyWe believe in comprehensive financial planning and providing...


  • Reston, Virginia, United States Greer Financial Services Full time

    Greer Financial Services is seeking a strategic business partner to drive financial performance and support the organization's broader mission and goals. The ideal candidate should be an experienced, proactive, results-oriented financial professional who can balance strategic financial oversight with hands-on involvement in day-to-day financial...


  • Reston, Virginia, United States Summit Financial Group, LLC Full time

    About Us:Summit Financial Group is a high-touch, wealth management firm dedicated to championing advisors and providing the resources needed to cultivate client relationships and grow their businesses.Why Choose Us?· Experience and Expertise: With over 20 years of partnership, we support advisors in becoming successful business owners.· Collaborative...


  • Reston, Virginia, United States Oxford Financial Group, Ltd. Full time

    The Oxford Financial Group, Ltd. is seeking a highly skilled Managing Director to lead client engagements and deliver effective and appropriate advice to ultra-high-net-worth (UHNW) individuals and families.This individual will manage existing client relationships, participate in new business development activities, and help formulate and implement...


  • Reston, Virginia, United States Magellan Financial & Insurance Services, Inc. Full time

    Company Overview: Exceptional Mentorship at Magellan Financial & Insurance Services, Inc.Magellan Financial & Insurance Services, Inc., a prominent leader in financial planning and wealth management, is dedicated to guiding clients through every step of their financial journey. Our personalized, client-centric approach ensures that each client receives...


  • Reston, Virginia, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Services ProfessionalAt Prudential Financial, we're committed to building a diverse and inclusive workforce that reflects the communities we serve. We're seeking experienced financial professionals to join our team in Greater Basking Ridge, NJ, and expand our presence in the region.Enjoy a Compelling Package of Benefits...


  • Reston, Virginia, United States Peters Financial Full time

    About the RolePeters Financial is seeking a highly motivated and detail-oriented Associate Financial Planner to join our team in Mobile, AL. As an Associate Financial Planner, you will work closely with Financial Advisors to develop and maintain financial plans, provide investment analysis and advice, and collaborate with cross-functional teams to deliver...


  • Reston, Virginia, United States Baystate Financial Full time

    Company OverviewBaystate Financial is a leading financial services firm with a rich history dating back to 1901. Headquartered in Boston, MA, we have 16 office locations throughout New England, providing a wide range of financial solutions to our clients.Role SummaryThis is a full-time hybrid role for a Senior Financial Advisor at our Bedford, NH location....


  • Reston, Virginia, United States Capstone Partners Financial and Insurance Services Full time

    As a Financial Planning Specialist at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support of Senior Financial Professionals and our internal staff and resources.MUST BE LOCATED IN CALIFORNIA Our team of independent financial professionals is dedicated to helping people...


  • Reston, Virginia, United States First Financial Group Full time

    We are seeking a highly skilled Financial Advisor to provide expert financial guidance to our diverse clientele at First Financial Group.Responsibilities· Meet with clients to determine their financial objectives, risk tolerance, and resources.· Develop comprehensive financial plans and portfolios that meet clients' needs and goals.· Provide sound...


  • Reston, Virginia, United States Bluepoint Financial, LLC Full time

    Job Description:BluePoint Financial LLC is a rapidly growing financial services firm seeking a Financial Planning and Investments Professional to support our team. This role involves assisting in the service of our growing client base, providing operational support to the Financial Advisor and Director of Investments, and assisting clients with financial...


  • Reston, Virginia, United States Cetera Financial Group Full time

    About Cetera Financial GroupCetera Financial Group is a nationwide network of independent financial services firms that seeks motivated individuals to join as Financial Advisors in-training. Our top-notch training program includes:Competitive activity-based subsidy and performance-based bonuses.Mentorship and comprehensive on-the-job training.A supportive...

  • Financial Advisor

    4 weeks ago


    Reston, Virginia, United States Evershore Financial Group Full time

    Unlock Your Potential as a Financial AdvisorEvershore Financial Group is seeking a talented and entrepreneurial-minded individual to join our team as a Financial Advisor. As a key member of our team, you will have the opportunity to work with individuals and businesses to create comprehensive wealth management solutions tailored to their unique needs.What We...


  • Reston, Virginia, United States Prudential Financial Full time

    Prudential Financial is seeking a seasoned financial advisor to join their team in the Wexford market. This exciting opportunity will allow the selected candidate to grow their career and business while helping individuals and families achieve their financial goals.Service an existing book of business upon hire.Collaborate with a team to build a strong...


  • Reston, Virginia, United States Fortis Lux Financial Full time

    Fortis Lux Financial is seeking a highly motivated and experienced Certified Financial Planner to join our team. As a key member of our wealth management team, you will work closely with our top-producing team to provide comprehensive financial planning services to our clients.Key ResponsibilitiesConduct thorough financial assessments for clients, analyzing...