Fredericksburg, VA

Finance Jobs in Fredericksburg, VA

4 jobs found

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3mo ago

Financial Manager

Blackwood Management, Inc. Fredericksburg, VA

Fredericksburg, VA

3mo ago Closed

$45k - $55k/yr Full time Manager Accounting ASC 606

This position is no longer accepting applications (closed Aug 23, 2026).

Job Description

The Financial Manager will oversee the association management finance function for Blackwood Management, Inc., operating on site in Fredericksburg, Virginia. This role focuses on accounting, budgeting, treasury activities, and comprehensive financial reporting, requiring a minimum of three years of accounting experience, with association management experience preferred.

Overview

Blackwood Management, Inc. seeks a Financial Manager to steward the finance operations across its association management portfolios in Fredericksburg, VA. The position emphasizes accurate reporting, disciplined budgeting, and proactive financial control to support organizational objectives. Candidates with at least three years of accounting experience, particularly in association management, are encouraged to apply.

Location and Compensation

Location: Fredericksburg, VA onsite
Salary: USD 45,000 - 55,000 per year

Responsibilities

Lead the preparation and interpretation of financial statements, ensuring accuracy and compliance with GAAP, IFRS, IAS standards, and regulatory guidelines.
Oversee budgeting processes, develop financial projection models, and conduct forecasting to support strategic planning efforts.
Manage treasury activities including cash flow analysis, investment management, and risk assessment to maintain fiscal stability.
Perform detailed account analysis, balance sheet reconciliation, and general ledger accounting to sustain precise records.
Develop and implement financial policies related to revenue management, cost control, ASC 606 compliance, and regulatory reporting.
Supervise the finance team in day-to-day operations such as accounts payable/receivable, cost accounting, and financial reporting.
Utilize data analytics tools and Excel techniques to enhance financial insights and support informed decision making.

Requirements

Minimum of three years of accounting experience, with association management experience preferred
Strong financial acumen
Excellent oral, written, and interpersonal skills
Meticulous attention to detail
Ability to multitask effectively and meet deadlines
Reliability, enthusiasm, and a strong desire to learn and grow

Technologies

Excel

Benefits

Comprehensive benefits package
Paid vacation and sick time
Yearly merit bonus

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3mo ago

Advisor Development Program - Financial Solutions Advisor Trainee

Bank of America Fredericksburg, VA

Fredericksburg, VA

3mo ago Closed

$28 - $33/hr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 14, 2026).

Job Description

This Advisor Development Program role in Merrill Wealth Management is based onsite in Fredericksburg, VA.

Responsibilities

Secure the SIE, Series 7, and Series 66 licenses with dedicated study time.
Develop core advisory capabilities, including client acquisition, relationship building, and ongoing relationship management.
Assess clients’ complex financial situations and provide guidance and solutions to help them achieve their financial goals.
Foster a human-centered approach to client engagements in financial discussions.
Begin in a financial center delivering Bank of America core banking services, investment solutions, and a client-care approach.
Advance to the Merrill Financial Advisor Development Program (ADP FA) after milestones are met as a licensed ADP Financial Solutions Advisor Stage I.
Move to a local Merrill Wealth Management office and begin building a portfolio of affluent and high net worth clients.
Continue progression within ADP toward becoming a core Merrill Financial Advisor.
Access training and resources from The Academy to move through development stages.

Requirements

Confident in a sales oriented environment.
Establishes and maintains strong client relationships through clear communication and collaboration.
Demonstrates a proactive mindset with solid time-management skills.
Results-oriented and prioritizes clients’ interests.
Identifies suitable client solutions by applying learned knowledge and new information.
Applies regulatory due diligence in daily tasks and in forming long-term client strategies.

Role specifics

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), begin by earning the SIE, Series 7, and Series 66 licenses with dedicated study time.
After milestones are reached, work in a financial center delivering Bank of America’s core banking, investment solutions and client care.
Receive comprehensive support and resources as you progress through the development stages.

Compensation

Hourly rate: USD 28 - 33 per hour

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5mo ago

Financial Services Representative

Anne Reeves - State Farm Agent Fredericksburg, VA

Fredericksburg, VA

5mo ago Closed

$45k - $85k/yr Full time Advisor Client Relations Financial Advisor

This position is no longer accepting applications (closed Jul 5, 2026).

Job Description

Onsite in Fredericksburg, VA, the Financial Services Representative role with Anne Reeves - State Farm Agent focuses on consultative financial planning, investment guidance, and regulatory compliance, offering a salary range of USD 45,000 to 85,000 per year.

Responsibilities

Provide consultative guidance to clients on financial planning and investment options.
Support clients with portfolio management and asset allocation decisions.
Conduct financial reviews and recommend suitable products.
Ensure ongoing compliance with applicable financial regulations.

Requirements

Minimum 3 years of experience in financial services.
Strong analytical abilities and effective communication skills.
FINRA Series 7 and 63 licenses preferred.

Benefits

401(k) retirement plan
Company matching contributions for 401(k)
Competitive salary
Opportunities for career advancement
Paid time off
Training and development programs

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7mo ago

Financial Representative

Northwestern Mutual Fredericksburg, VA

Fredericksburg, VA

7mo ago Closed

$75k - $150k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed May 2, 2026).

Job Description

This full-time financial representative role is with Northwestern Mutual, based onsite in Fredericksburg, Virginia. You will assist clients in achieving their financial goals by crafting and executing tailored financial plans, supported by extensive training and mentorship.

Responsibilities

Develop and execute financial plans that establish a client’s current position, define future objectives, and provide the tools and ongoing guidance to reach those goals.

Requirements

Ability to connect with people and cultivate personal, trusted relationships.
Strong interest in financial planning.
Driven, with a proven commitment to success.
Motivated to increase earnings through hard work.
Enjoy guiding clients to make informed, confident decisions.
Willing to pursue a balanced personal and professional life.
Bachelor of Arts or Science degree from a four-year college or university.
Strong interpersonal skills, grit, motivation, and self-starting initiative are advantageous.

Education

Associate degree from a recognized college or university.

Compensation

Salary range: USD 75,000 to 150,000 per year.

Benefits

Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Licensing and ongoing education reimbursement
401(k) plan and 401(k) matching
Dental insurance
Dependent care reimbursement
Employee assistance program
Employee discounts
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Matching gift program
Paid training
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Location

Fredericksburg, Virginia (onsite)

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Finance Jobs in Fredericksburg, VA

Financial Manager

Advisor Development Program - Financial Solutions Advisor Trainee

Financial Services Representative

Financial Representative

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