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Finance Advisor Jobs in Silver Spring, MD (NOW HIRING)

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

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Finance Advisor information

See Silver Spring, MD salary details

$37.2K

$105.6K

$148.9K

How much do finance advisor jobs pay per year?

As of Jul 28, 2026, the average yearly pay for finance advisor in Silver Spring, MD is $105,584.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,500.00 and $135,400.00 per year, depending on experience, location, and employer.

What are Finance Advisors?

Finance Advisors, also known as financial advisors, are professionals who provide guidance to individuals or businesses on managing their finances. They help clients with financial planning, investments, retirement planning, tax strategies, insurance, and other money-related decisions. Finance Advisors assess their clients' financial situations, set realistic goals, and develop tailored strategies to achieve those goals. They may work independently, for financial institutions, or as part of a larger advisory firm.

What exactly does a financial advisor do?

A financial advisor helps clients manage their finances by providing advice on investments, retirement planning, estate planning, and other financial goals. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial planning software. Certification such as CFP or CFA is common in this profession.

What are the key skills and qualifications needed to thrive as a Finance Advisor, and why are they important?

To thrive as a Finance Advisor, you need strong analytical skills, a solid understanding of financial planning and investment strategies, and typically a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are commonly required. Excellent interpersonal skills, active listening, and the ability to build trust with clients are standout soft skills. These competencies are crucial for providing sound financial advice, maintaining client relationships, and ensuring regulatory compliance in a highly competitive industry.

How do Finance Advisors typically collaborate with other departments within an organization?

Finance Advisors frequently work with departments such as accounting, sales, and operations to gather financial data, understand business needs, and provide insights that support strategic decision-making. They often attend cross-functional meetings to align financial planning with organizational goals, ensuring that budgets and forecasts reflect the latest business developments. This collaboration helps Finance Advisors offer tailored financial advice and contribute to company-wide initiatives, making strong communication and teamwork skills especially valuable in this role.

What Is a Finance Advisor?

As a finance advisor, you help clients create financial plans for their future goals. Your job duties are to make recommendations based on your client’s assets and to assess the level of risk they’re willing to take. Your responsibilities include advising on investments, retirement plans, life insurance, and tax planning. Your success as a finance advisor depends on your ability to clearly communicate financial options and investment strategies to your clients, who may not be as financially literate as you. Your job is to guide them toward making informed decisions to grow their money and reach their financial goals.

Is 200,000 enough to work with a financial advisor?

For a finance advisor, a client with $200,000 in assets is typically considered a high-net-worth individual, which may qualify for specialized advisory services and fee structures. Many financial advisors charge a percentage of assets under management, often around 1%, so a $200,000 portfolio could incur approximately $2,000 annually in fees, depending on the advisor's fee model. It's important to discuss fee structures and services directly with the advisor to determine if your assets align with their client requirements.

What is the difference between Finance Advisor vs Financial Planner?

AspectFinance AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentFinancial firms, banks, independentFinancial advisory firms, independent
Primary FocusInvestment strategies, asset managementComprehensive financial planning, retirement, estate

Finance Advisors and Financial Planners often share certifications and work in similar environments. However, Finance Advisors typically focus more on investment management and asset allocation, while Financial Planners provide broader financial planning services including retirement and estate planning. Both roles help clients achieve financial goals but differ in scope and specialization.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in areas like estate planning or investment management. High earnings are often associated with top-tier advisors working in affluent markets or managing large portfolios, and they may also earn commissions or bonuses in addition to base salaries.

What qualifications do I need to be a financial advisor?

To become a financial advisor, you typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are often required or preferred, along with relevant work experience and strong interpersonal skills.
What are popular job titles related to Finance Advisor jobs in Silver Spring, MD? For Finance Advisor jobs in Silver Spring, MD, the most frequently searched job titles are:
What job categories do people searching Finance Advisor jobs in Silver Spring, MD look for? The top searched job categories for Finance Advisor jobs in Silver Spring, MD are:
What cities near Silver Spring, MD are hiring for Finance Advisor jobs? Cities near Silver Spring, MD with the most Finance Advisor job openings:
Infographic showing various Finance Advisor job openings in Silver Spring, MD as of July 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $105,584 per year, or $50.8 per hour.
Project Finance Advisor

Project Finance Advisor

ProSidian Consulting, LLC

Washington, DC • On-site, Remote

Full-time

Posted 16 days ago


Job description

Job Description: Company Description ProSidian is a Management and Operations Consulting Services firm that delivers value to clients through tailored solutions grounded in industry-leading practices. ProSidian provides enterprise services/solutions for Risk Management, Compliance, Business Process, IT Effectiveness, Engineering, Environmental, Sustainability, and Human Capital. We help forward-thinking clients solve problems and improve operations. Launched by Management Consultants, our multidisciplinary teams bring together the talents of global professionals to complete a wide range of engagements for public and private, defense and civilian government, and non-profit organizations. Our solution-centric services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value. Learn More About ProSidian Consulting at www.ProSidian.com.Job Description ProSidian Seeks a Project Finance Advisor | Project Finance & Credit Evaluation Support [DOE0068068] for Program Support on a Exempt 1099 Contract: No Overtime Pay Basis Remote (within USA - W/ On-Site Meetings Expected) in The CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States) Area Clearance Designation(s): STD Background Chk Contract Contingent, generally located across the CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States) Across The District of Columbia / Nationwide (Remote Project Support Across the United States) - Independent Engineering Advisory Services are typically performed remotely and at project sites nationwide. Region supporting a a department within the US Department of Energy [The Loan Programs Office (LPO)] that provides attractive debt financing for high-impact, large-scale energy infrastructure projects in the United States. The Project Finance Advisor | Project Finance & Credit Evaluation Support [DOE0068068] is aligned with GSA Labor Category: Program Manager. We seek Project Finance Advisor | Project Finance & Credit Evaluation Support [DOE0068068] candidates with relevant Energy Industry (Oil, And Gas/Power, And Utilities) Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Energy Industry (Oil, And Gas/Power, And Utilities) Sector Clients such as DOE. JOB OVERVIEW Provide services and support as a Project Finance Advisor [Independent Engineering (IE) Advisory Services] aligned with the Project Finance & Credit Evaluation Support Functional Area / Swim Lane / Category Discipline in the Energy Industry (Oil, And Gas/Power, And Utilities) Industry Sector focussing on RM | Risk Management Solutions for clients such as U.S. Department of Energy (DOE) | DOE Energy Dominance Financing (EDF) Program Generally Located In CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States) and across the District of Columbia / Nationwide (Remote Project Support Across the United States) - Independent Engineering Advisory Services are typically performed remotely and at project sites nationwide. Region (Of Country/World) Remote (within USA - W/ On-Site Meetings Expected). Serves as a Project Finance Advisor within the Project Finance & Credit Evaluation Support swim lane, delivering bankable, technically defensible Independent Engineering advisory services by converting discipline-specific engineering, construction, compliance, operating, commercial, and risk findings into lender-ready due diligence, monitoring, certification, and decision-support outputs. Serve as a Project Finance Advisor - Project Finance & Credit Evaluation Support Specialist (Labor Category: Program Manager II) to provide Project Finance & Credit Evaluation Support Governance / Operations as part of an as part of an Independent Engineering (IE) Advisory Services | Energy Dominance Financing (EDF) Advisory / Technical Due Diligence / Credit Evaluation / Lifecycle Monitoring Team that provides Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services. This includes activities that address and Engineering support to loan underwriting services support Energy Dominance Financing (EDF) Independent Engineering (IE) Advisory requirements by linking independent engineering findings to loan underwriting, credit risk evaluation, Conditions Precedent validation, disbursement readiness assessments, and financing decisions. Through technical due diligence, construction and operational risk assessments, and lifecycle performance evaluations, these services provide lenders and stakeholders with objective analyses of project feasibility, execution risk, operational reliability, and long-term debt-service viability, supporting informed credit decisions, financing approvals, and independent engineering assurance throughout the project lifecycle. RESPONSIBILITIES AND DUTIES - Project Finance Advisor | Project Finance & Credit Evaluation Support [DOE0068068] Provides Independent Engineering advisory support for Energy Dominance Financing (EDF) Program technical due diligence, credit evaluation, lifecycle monitoring, and assurance activities, with emphasis on project finance strategy, underwriting support, risk allocation, financing decisions, and lender interface. Reviews project documentation, evaluates technical and commercial interfaces, identifies risks and mitigations, validates assumptions, supports conditions precedent and disbursement readiness reviews where applicable, and prepares defensible work products including financing memos, credit committee inputs, risk allocation summaries, sensitivity cases, and advisory recommendations. Coordinates with engineering, finance, legal, construction, operations, environmental, HSE, and project controls stakeholders to support timely lender and DOE decision-making. The role(s) are located in the District of Columbia / Nationwide (Remote Project Support Across the United States) - Independent Engineering Advisory Services are typically performed remotely and at project sites nationwide. Region, at or near CONUS - Located In Washington, DC / Nationwide (Remote Project Support Across the United States). Initially identified Work Site Address (Remote (within USA - W/ On-Site Meetings Expected): 1000 Independence Avenue SW, Washington, DC 20585Qualifications Desired Qualifications For Project Finance Advisor | Project Finance & Credit Evaluation Support [DOE0068068] Candidates: 15+ years of progressive energy infrastructure, engineering advisory, project finance, program management, or independent engineering experience; 5+ years leading multidisciplinary teams, client delivery, and senior stakeholder engagement for federal, lender, or owner-side programs. Education / Experience Requirements / Qualifications Bachelor's degree in finance, economics, engineering, accounting, business, infrastructure finance, or related field. MBA, CFA, PMP, CPA, or project finance credentials preferred. 15+ years of progressive energy infrastructure, engineering advisory, project finance, program management, or independent engineering experience; 5+ years leading multidisciplinary teams, client delivery, and senior stakeholder engagement for federal, lender, or owner-side programs. Skills Required Primarily focused on Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services initiatives and aligned with Program Support activities Project Finance & Credit Evaluation Support Functional Area Activities. Independent engineering review; U.S. Department of Energy (DOE) Loan Programs Office (LPO) - Style documentation discipline; technical due diligence; risk assessment; project finance strategy, underwriting support, risk allocation, financing decisions, and lender interface; data room review; information request tracking; report writing; Excel-based analysis; stakeholder coordination; and clear presentation of findings for credit, construction, monitoring, and certification decisions. Competencies RequiredTechnical judgment; independence and objectivity; analytical rigor; attention to detail; defensible documentation; client service orientation; cross-functional collaboration; issue escalation; quality mindset; schedule discipline; and ability to translate technical evidence into actionable risk, compliance, and financing implications. Ancillary Details Of The RolesAncillary role detail: may participate in data room reviews, borrower/contractor interviews, site observations, monthly monitoring meetings, risk register updates, CP evidence reviews, draw package checks, issue closure tracking, and preparation of Independent Engineer reports for DOE, LPO, credit, and program governance stakeholders.The DOE Energy Dominance Financing (EDF) Program represents DOE/LPO-supported financing and lifecycle oversight activities for large-scale U.S. energy infrastructure projects, requiring independent engineering, technical due diligence, credit evaluation, construction monitoring, operational performance assessment, and risk management services to support financing decisions and protect government lending interests throughout the project lifecycle. DOE financing activities that support U.S. energy infrastructure, energy security, domestic production, and strategic energy investments. The financing authority itself would typically be administered through the DOE Loan Programs Office (LPO).The Loan Programs Office (LPO) is the financing arm of the U.S. Department of Energy, responsible for providing Direct loans, loan guarantees, credit assistance, and project finance support for large-scale energy and infrastructure projects in the United States. The LPO evaluates projects from Technical, Engineering, Financial, Commercial, Environmental, Regulatory, Construction, and Operational perspectives before financing decisions are made. Independent Engineering (IE) Advisory Services are needed for complex energy projects. DOE/LPO frequently requires independent technical reviews similar to those used by commercial lenders, export credit agencies, multilateral development banks, and institutional project finance investors. An EDF-style Independent Engineering engagement could include:- Upstream Oil & Gas (Exploration and production | Reservoir development | Drilling programs)- Midstream (Pipelines | Compression facilities | LNG infrastructure | Storage terminals)- Downstream (Refineries | Petrochemical facilities | Processing plants)- Power & Utilities (Generation facilities | Transmission infrastructure | Grid modernization | Energy storage) Other Details Role supports NAICS 541330 Engineering Services for Energy Dominance Financing (EDF) Program/Loan Programs Office (LPO) energy infrastructure financing, with work performed for high-impact oil and gas, power, utilities, and infrastructure projects. Outputs must be independent, traceable to source evidence, suitable for lender review, and aligned with technical due diligence, construction monitoring, EPC oversight, completion certification, operations monitoring, and long-term debt-service viability assessment needs. #TechnicalCrossCuttingJobs #Energy Industry (Oil, And Gas/Power, And Utilities) #Jugaad #Copitas #AskWhy #Zakat #PokaYoke #AskidaEmekAdditional Information As a condition of employment, all employees must meet the requirements of their roles: establish, manage, pursue, and achieve annual goals and objectives with Documented Goals for each of the firm's Eight ProSidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and support all business development and other efforts on behalf of ProSidian. Eight ProSidian Global CompetenciesPersonal Effectiveness – The ability to manage tasks, time, and relationships efficiently, achieving consistent, impactful results.Continuous Learning – Ongoing pursuit of knowledge, skills, and adaptability to remain relevant, competent, and professionally competitive.Leadership – Inspiring, guiding, and motivating others toward shared goals, fostering accountability, collaboration, and strategic organizational success.Client Service – Delivering responsive, high-quality solutions that address client needs, build trust, and strengthen long-term partnerships.Business Management – Coordinating people, processes, and resources to achieve strategic objectives, operational efficiency, and sustainable organizational performance.Business Development – Identifying, pursuing, and securing growth opportunities through strategic relationships, market insight, and innovative solutions.Technical Expertise – Applying specialized knowledge, analytical skills, and practical experience to solve complex problems with accuracy.Innovation & Knowledge Sharing (Thought Leadership) – Generating creative solutions, sharing insights, and influencing industry direction through expertise, collaboration, and continuous improvement. ------------ --------------- ------------ OTHER REQUIREMENTSBusiness Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word; proficient with Adobe Acrobat, data analytics tools, and Visio; and able to quickly learn other tools as needed.Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word; proficient with Adobe Acrobat, data analytics tools, and Visio; and able to quickly learn other tools as needed.Commitment - to work with intelligent, interesting people with diverse backgrounds to solve the most significant challenges across private, public, and social sectors.Curiosity – the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together.Humility – exhibits grace in success and failure while doing meaningful work where skills have an impact and make a difference.Willingness - to constantly learn, share, and grow, and to view the world as their classroom. ------------ --------------- ------------ BENEFITS AND HIGHLIGHTS ProSidian Employee Benefits and Highlights - Your health and well-being are vital to ProSidian. We invest in employees to support health and work-life balance. Our Employee Benefits Program promotes your health and well-being, including benefits for Full-Time Employees.Competitive Compensation: The pay range is competitive and includes health benefits, pr

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About ProSidian Consulting

Sourced by ZipRecruiter

ProSidian is a management and operations consulting firm with a reputation for its strong national practice spanning six solution areas including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Talent Management. We help clients improve their operations. Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through design and execution of operations core to delivering value to customers. Visit www.ProSidian.com or follow the company on Twitter at www.twitter.com/ProSidianfor more information.

Industry

Business schools and computer and management training

Company size

11 - 50 Employees

Headquarters location

Charlotte, NC, US

Year founded

2004

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