Finance Consultant Jobs in Wheeling, WV

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Cambridge firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans. Helping clients prepare for their retirement. Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Call me at ********** or email ************************** to schedule an informational interview! The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

The Financial Advisor is responsible for providing discretionary investment guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others. The Financial Advisor's role is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy. The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of Dollar Bank, the Financial Advisor is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client's financial life. Qualifications: • Bachelor's degree or commensurate experience is required. • Three years of experience selling mutual fund products, life insurance products, stocks and bonds. • Strong interpersonal skills. • Strong time management and organizational skills. • Ability to prioritize and manage multiple projects. • Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word of a similar word processing program. • NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses. • Valid driver's license. Principal Activities and Duties: • Make outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments and make presentations. • Develop and maintain lead generation through centers of influence to promote Dollar Bank's core values and increase book of business. • Provide full array of Financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate • Maintain effective relationships with all CBO personnel. Conduct training and sales meetings with assigned partnerships and Licensed Bank Employees. • Stay current and up-to-date on products and tax laws affecting customers' finances. • Evaluate customer current and future needs through a thorough review of their current life's situation and develop a plan for each customer, as appropriate • Ensure in all cases product/risk suitability for each customer. • Meet goals established for production, outbound calls, cross referrals, etc… and report progress. • Maintain strong closing ratio from prospect to sale. • Be well informed of the competitor environment. • Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all State and Federal securities regulators and self-regulatory organizations. • Maintain files in accordance with Cetera guidelines, NASD, SEC, insurance department and regulatory authorities. Address 1 20 Stanwix Street City Pittsburgh State PA Employment Status Full-time FLSA Exempt Schedule Information This position works Monday - Friday by appointment. Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement. Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement. For more information, please visit ************************************************ EEO Statement Dollar Bank is an Equal Opportunity Employer. Minority/Female/Veteran/Disabled Cetera Investment Services Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Lincoln Investment has an exciting opportunity available for Financial Advisors located in Pittsburgh, PA. If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you've been waiting for. For over 50 years, Lincoln Investment has been helping investors to work toward their financial goals. Lincoln Investment is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. The successful candidate will have the opportunity to acquire new clients in current 403(b) and 457 payroll slots. The qualified individual will: Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful advisor Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing support and service Understand that our value lies in the depth of client relationships and is exceptional at developing them Be an established, consummate professional at all times, both internally with our team and externally with the public Provide clients with a full range of investment and insurance solutions Desired Skills and Experience: 2-4 yrs. financial sales experience preferred Bachelor's degree required Ability to build and manage client relationships Excellent written and oral communication skills FINRA Series 7 and 66 preferred FINRA Series 6, 63 and 65 may be considered for exceptional candidates State insurance license

Find the supportive independence you crave Receive the support you need So many people don't move forward with their dreams of business ownership because of a lack of solid guidance, resources, and coaching. But what if you had a little help from people who know a thing or two about how to get people started in business? Would you do it then? About MassMutual Pittsburgh MassMutual Pittsburgh is a comprehensive financial planning and wealth management firm dedicated to developing strategies to help our clients create, grow and protect wealth and the ones they love. Our team has been serving the Pittsburgh region for many years, offering solutions for individuals, families, and businesses with the goal of creating a sustainable financial future. We pride ourselves on our commitment to serving the community with the utmost integrity, steadfast focus on client satisfaction and unwavering professionalism. The Opportunity: We are currently seeking a Financial Advisor to join our team. In this role, you will be responsible for building your book of business, advising clients on various financial products and services, developing personalized financial strategies, and delivering superior customer service. This is an exciting opportunity if you seek to build a rewarding, long-term career leveraging your skills and experience in a collaborative and supportive environment. Job Responsibilities: Build a network of clients Assess clients' financial situations, understand their needs and develop a comprehensive financial plan Provide information about various financial products and services, including life insurance, retirement plans, and investment opportunities Ensure clients' financial plans are implemented efficiently, monitor progress, and revise as necessary to accommodate changing needs and objectives Build and maintain client relationships, seek opportunities to solicit new business Stay updated with financial products, market trends, and the legal regulations that pertain to financial planning Desired Qualifications: PA Life Accident and Health License or ability to obtain license in the first 3 months A Bachelor's degree in Finance, Business, Economics, or a related field Proficiency in using financial planning tools and software Familiarity with financial regulations and industry's best practices Excellent communication, interpersonal, and relationship-building skills Nice-to-Haves: SIE, FINRA 7 and 66, or ability to obtain them in the first 6 months CFP, CFA, or related professional designation Experience with CRM systems Strong network within the Pittsburgh community Experience in a customer-facing role in insurance and investment services Passionate about making a significant impact in a client's financial journey, with a focus on building and managing long-term client relationships

Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes , consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, train you invaluable skills such as marketing, customer relationship management (CRM) and communication, and provide you with a development team and sales support to guide your success. What we're looking for: We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Services Professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer: Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. 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 your clients with web, social, and email content. Products and 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 arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you: You have the power to determine your income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards and Accolades: We're proud of our financial strength. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard and Poor's) We're proud of the training we offer: Chief Learning Officer: 2023 CLO Learning Elite Gold award We're proud to be recognized by organizations that also value diversity: Human Rights Campaign: 2023/2024 Corporate Equality Index Forbes 2023: America's Best Employers for Diversity Seramount: 2023 Best Companies for Multicultural Women We're proud of the help we've provided and continue to provide our clients. 5.3 million lives are protected. This includes all owners of individual life insurance and annuity policies. $937 million lifetime annuity income paid. This includes all payouts on individual income annuity products. $5 billion in living benefits awarded. This includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion life insurance protection in force. This includes term, whole, and universal life.

Senior Financial Analyst - We are looking for a Senior Financial Analyst to support financial planning, analysis, and reporting functions. This role will leverage Power BI to develop dashboards and data visualizations, working closely with finance, accounting, and business teams to optimize reporting and enhance decision-making. Key Responsibilities: Build and maintain financial models, reports, and dashboards using Power BI to aid strategic decisions. Present key financial insights and recommendations to senior leadership. Conduct in-depth financial analysis to identify trends and business opportunities. Manage budgeting, forecasting, and variance analysis to support financial stability and growth. Automate and streamline financial reporting processes to improve accuracy and efficiency. Collaborate with teams across the organization to enhance financial insights and decision-making. Ensure data accuracy and consistency across financial reporting platforms. Track and analyze key performance indicators (KPIs) to provide actionable insights. Handle ad-hoc financial projects as needed. Qualifications & Skills: Bachelor's degree in Finance, Accounting, Economics, or a related field. 5+ years of experience in financial planning, analysis, or a related role. Strong Power BI skills (data modeling, DAX, dashboard creation). Advanced Excel capabilities. Experience with budgeting, forecasting, and variance analysis. Excellent analytical, problem-solving, and communication skills. Ability to work independently in a fast-paced environment and manage multiple priorities. Preferred Skills: Experience with ERP systems and financial data structures. Strong business acumen and ability to translate complex data into strategic insights.

Duquesne Light Company, headquartered in downtown Pittsburgh, is a leader in providing electric energy and has been in the forefront of the electric energy market, with a history rooted in technological innovation and superior customer service. Today, the company continues its role as a leader in the transmission and distribution of electric energy, providing a secure supply of reliable power to more than half a million customers in southwestern Pennsylvania. Duquesne Light Company is committed to creating a culture of inclusion. We value and respect the unique differences and experiences of our employees. We believe that our differences lead to better collaboration, innovation and outcomes. We want you to join our team! The Senior Capital Planning Analyst II will play a key role on the team responsible for the delivery of the capital investment commitment within the Company's business plan. The Specialist will serve on a centralized team for capital investment management working closely with the Operations, Information Technology, Customer Service and Operation Services personnel that are responsible for capital deployment of both projects and programs. The position will assist in leveraging industry best practices and driving a culture of continuous improvement. Location: Hybrid, downtown Pittsburgh, Pennsylvania Responsibilities: Collaboratively, along with the Capital Investment Management team, implements a standardized capital investment reporting and evaluation process that drives accountability for execution of the capital plan throughout the organization. Analyze investment opportunities, conduct financial modeling, and prepare reports to assist in decision-making on capital allocation. Collaborate with cross-functional teams to gather data, assess risks, and identify potential investment strategies aligned with organizational goals. Conduct thorough market research to understand and implement industry best practices for capital deployment and management. Prepare investment proposals, including outlining potential returns, risks, and strategic implications, to leadership and others as needed. Track key performance indicators that measure the Company's ability to deploy capital in an efficient and effective manner. Support and actively champion the capital investment improvement roadmap throughout the organization. Provide suggestions for enhancement of investment processes and methodologies to improve decision-making efficiency and effectiveness. Build and maintain strong professional and working relationships with internal and external stakeholders. Education/Experience: Bachelor's degree in finance, business administration, or other related discipline required. Five (5+) or more years of relevant experience required. Additional education or certifications preferred. Skills and Experience Utilized in this Role Include: Strong analytical skills, strategic thought partnership, and ability to influence others. Excellent computer skills with Microsoft Word, PowerPoint, Excel, etc. Excellent communication skills and technical writing skills. Ability to pay attention to details and think critically. Ability to manage competing priorities in a fast-paced environment. Intellectually curious and eager to learn. Professional, responsible, energetic, and accountable. EQUAL OPPORTUNITY EMPLOYER Duquesne Light Holdings is committed to providing equal employment opportunity to all people in all aspects of the employment relationship, without discrimination because of race, age, sex, color, religion, national origin, disability, sexual orientation and gender identity or status as a Vietnam era or special disabled veteran or any other unlawful basis, as defined by applicable law, and fostering a workplace free of unlawful discrimination and retaliation. This policy affects decisions including, but not limited to, hiring, compensation, benefits, terms and conditions of employment, opportunities for promotion, transfer, layoffs, return from a layoff, training and development, and other privileges of employment. An integral part of Duquesne Light Holdings' commitment is to comply with all applicable federal, state and local laws concerning equal employment and affirmative action. Duquesne Light Holdings is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful. If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at *************** and describe the specific accommodation requested for a disability-related limitation.

Job Posting: Investing Consultant Investing Consultant Type: Part-time/Contract We seek an experienced Investing Consultant to assist in establishing and managing an angel-investing framework within our organization. The ideal candidate will have a solid background in early-stage investment strategies, familiarity with venture capital and angel investment networks, and a proven record of helping startups or investors navigate the unique challenges of angel funding. Key Responsibilities: Develop a structured angel investment framework tailored to the organization's objectives and resources. Identify, screen, and evaluate high-potential startup investment opportunities. Assist in setting up due diligence processes to assess investment risks, valuations, and growth potential. Establish connections with angel investor networks, syndicates, and other potential co-investors. Provide insights on industry trends, investment best practices, and legal considerations for early-stage funding. Offer guidance on structuring investment terms, such as convertible notes, SAFE agreements, and equity distribution. Educate and support internal stakeholders on best practices for angel investment. Qualifications: Experiences: Minimum 10 years in angel investing, venture capital, or early-stage startup consulting. Knowledge: Deep understanding of startup ecosystems, investment structuring, and financial due diligence. Network: Established connections within the angel investing and venture capital communities. Skills: Strong analytical, communications, and project management skills; ability to convey complex investment concepts. Education: Bachelor's degree in Business, Finance, or a related field (MBA preferred). Why Join Us: Opportunity to shape the organization's early-stage investment approach and make a lasting impact. Collaborative, forward-thinking work environment. Flexible work arrangements with opportunities for professional development. To Apply: Please submit your resume and a cover letter detailing your experience with angel investing frameworks, startup ecosystem involvement, and any notable achievements in the field to Kelley Benson, HR - [email protected] Deadline for Application: November 30, 2024

As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW's experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role * Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services * Enhance the client's stated investment mission, planned implementation strategy, and execution strategy * Maximize the intellectual capital that gets into clients' portfolios and ensure scope and fees are aligned * Develop full knowledge/understanding of the key drivers for both day to day and investment committee members * Provide a wide range of services to trustees, investment sub-committees and corporate sponsors * Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities * Contribute to the company's competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies * Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate * Identify opportunities in the market to develop new tools and techniques and contribute to WTW's thought leadership and research * Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning) The Requirements * Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred * Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management) * Exceptional client focus and proven track record of attracting, building and managing client relationships * Excellent oral and written communication skills and ability to liaise with internal and external constituencies * Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action * Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels within an organization * Track record of mentoring junior colleagues to deliver high quality work Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The base salary compensation range being offered for this role is $140,000 to $220,000 USD per year. The role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. EOE, including disability/vets

As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW's experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. **The Role** + Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services + Enhance the client's stated investment mission, planned implementation strategy, and execution strategy + Maximize the intellectual capital that gets into clients' portfolios and ensure scope and fees are aligned + Develop full knowledge/understanding of the key drivers for both day to day and investment committee members + Provide a wide range of services to trustees, investment sub-committees and corporate sponsors + Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities + Contribute to the company's competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies + Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate + Identify opportunities in the market to develop new tools and techniques and contribute to WTW's thought leadership and research + Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning) **Qualifications** **The Requirements** + Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred + Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management) + Exceptional client focus and proven track record of attracting, building and managing client relationships + Excellent oral and written communication skills and ability to liaise with internal and external constituencies + Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action + Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels within an organization + Track record of mentoring junior colleagues to deliver high quality work **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The base salary compensation range being offered for this role is $140,000 to $220,000 USD per year. The role is also eligible for an annual short-term incentive bonus. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) + **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** + **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. **EOE, including disability/vets**

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be located throughout the PNC Footprint. PNC Wealth Advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Company :Allegheny Health Network : This role serves as a trusted strategic partner, supporting the Institute finance leadership teams. By providing financial expertise and guidance, this role will translate complex financial data into actionable insights empowering leaders to make informed decisions that drive business growth and optimize performance. Support ensures a cohesive financial planning & analysis approach to foster a strong understanding of AHN's financial position and strategic opportunities in a complex and competitive market. ESSENTIAL RESPONSIBILITIES Establish and maintain strong and trusting relationships with customers of all levels and interact on a regular basis with all levels of leadership throughout AHN and its business units20% Financial Planning & Reporting: includes executing projects and initiatives accurately and timely, while ensuring that all agreed-upon customer deliverables meet or exceed customer expectations. Will be required to work independently and directly with customers (engaging directly with leadership daily) and ensuring that cross functional interactions support decision-making and drive accountability.20% Performance Monitoring: conduct in-depth financial analysis to assess risks and opportunities related to our business units, perform profitability and scenario analyses, and support critical infrastructure financial reviews. Analyze financial and operational performance metrics and trends to effectively manage profitability. Prepare clear and concise reports and presentations to inform decision-making and drive accountability.20% Project Initiation and Business Case Development: includes identification of potential customer needs and services, gathering a detailed understanding of the business objectives, collaborating with the business owners to gain acceptance and approval.20% Provide financial education and training to operational leaders, fostering a deeper understanding of financial concepts and their impact on business decisions. Responsible to work with Institute leadership to create a trusted, multi-faceted approach to support a culture of financial awareness.20% Other duties as assigned or required QUALIFICATIONS: Required Bachelor's degree in Business Administration/Management, Finance, Accounting, or related field or relevant experience and/or education as determined by the company in lieu of bachelor's degree. 4 years of experience in a financial role within an organization 3 years of experience presenting financial results to executive audiences 3 years of experience in project oriented roles and managing indirect resources Preferred Master's degree in Business Administration/Management, Finance, Accounting, or related field Advanced business / financial knowledge of payor or provider Experience collaborating with senior leadership Certified Public Accountant SKILLS: Strong written and oral communications skills, including presentation skills Strong relationship building skills Client focused with strong financial and business process acumen Self-starter with the ability to work under pressure independently and as part of a team Ability to problem solve, think strategically, and act proactively in periods of ambiguity to create trust and confidence with leadership and customers Advanced knowledge of financial processes, modeling and business drivers will be required in order to visualize, articulate and advise the business in order to assess highly complex issues of an integrated delivery system and the economics of the system Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. Compliance Requirement : This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies. As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements. Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law. We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below. For accommodation requests, please contact HR Services Online at ***************************** California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Analyst, Corporate Actions~ (Hybrid) At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique We're seeking a future team member for the role of Analyst to join our Corporate Actions team. This role is located in Pittsburgh, PA and is a Hybrid position. In this role, you'll make an impact in the following ways: Responsible for mandatory and voluntary corporate actions custody functions for all organizational accounts. Reconciles, monitors, and posts entitlements to client accounts Works on multiple systems to perform corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties, and, posting online cash and security transactions Processing basic mandatory and voluntary corporate action events (including the daily interpretation, monitoring, scrubbing and notification of corporate action events), processing liability notices, processing and allocating dividend interest payments and processing class action suits. Responsible for the quality and completion of own work. Supports the achievement of team objectives. To be successful in this role, we're seeking the following: Bachelors or equivalent combination of education and experience is required Bachelors degree preferred Experience in financial services processing and corporate actions preferred 1-5 years of total work experience preferred At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

Calgon Carbon | A Kuraray Company currently has an opportunity where you can be a part of our growing team as we provide our customers with outstanding products that make the air we breathe and the water we use safe for generations to come. Position: Financial Analyst II Location: Headquarters - Moon Township, PA Excellent Benefits: Medical, dental, prescription & vision, HSA & retirement savings (401k) - Generous Company Match! Perks: Incentives/bonus plans, competitive pay, dress for your day, hybrid schedules, paid time off (vacation starting at 3 weeks), tuition reimbursement, wellness programs, fun events, learning & development opportunities. Hours of work: Mondays - Fridays, 9:00 AM - 5:00 PM, 40 Hours/Week - Evening work is required of this position as needed (typically heavier at the end of quarters and year-end). The Financial Analyst II independently completes reporting and analysis for all aspects of commercial reporting (revenue & margin and operating expense). Responsibilities include but are not limited to assisting in the budgeting and forecasting cycles as well as the development of tools and frameworks for business line analysis, variance analysis, and tracking of progress against global initiatives. Additionally, the Financial Analyst II will assist in the advancement and integrity of existing reporting and data management utilizing Business Warehouse as well as SQL. The ideal candidate will bring creative and fresh ideas for new/further development of reporting to management. Duties and Responsibilities (not limited to) Assists in the analysis and reporting input processes for all aspects of the global commercial organization, with a focus on the Americas and Asia regions. Ensures system proficiency to enable accurate reporting while assisting with the development of new tools & methods of tracking and reporting performance. Completion of key internal controls related activities such as Contract Review as it pertains to revenue recognition, Cost Center Variance Analysis, and Customer Margin Review Completion of monthly Business Line Margin analyses focused on customer profitability analysis. Responsible for the organization and facilitation of periodic review meetings resulting in the timely communication of required journal entries to the Accounting. Assists in the compilation of additional recurring and ad hoc financial reporting and requests for management. Assists commercial and operational teams in the development of the semi-annual global sales & margin budgeting process, as well as periodic forecasts. Monitors business line performance against budget and other performance metrics. Assists with the analysis of Cost of Goods Sold (COGS) impact vs prior standard cost. Assists in the development of training materials and templates for new processes and reports/dashboards. Collaborate with the commercial and operations teams to further the utilization of existing tools, including but not limited to development of new and/or enhancement of existing reporting. Assist with reporting of both monthly incurred and expensed manufacturing variances with additional focus on forecasting future expected variances by working closely with manufacturing analysis team. Qualifications Bachelor's degree (B.A. or B.S.), or equivalent from four-year college or university is required. Master's degree (M.B.A.) or equivalent is preferred. 2-3 years Financial reporting & analysis experience is required. Existing working knowledge of relational databases such as Power Bi and SQL. Advanced Excel skills is preferred. Prior experience in a Manufacturing organization with relevant experience in financial reporting & analysis is preferred. More about Calgon Carbon, A Kuraray Company We are a company of scientific innovators with over 205 patents. For over 75 years, we've been innovating solutions to the world's emerging challenges. Since creating the first activated carbon products from bituminous coal in the 1940s, Calgon Carbon has been a pioneer in developing advanced products, systems and services for air and water purification. Calgon Carbon's product portfolio now encompasses more than 700 direct market applications. Headquartered in Pittsburgh, Pennsylvania, Calgon Carbon employs approximately 1,350 people and operates 20 manufacturing, reactivation, innovation and equipment fabrication facilities in the U.S., Asia, and in Europe, where Calgon Carbon is known as

Campbell Transportation Company, Inc., is looking for a summer intern that is driven and willing to learn. The goal of this program is to help further develop your skills in a professional work environment. As an FP&A Intern, you will be working closely with the Managing Director of FP&A who will provide you with real hands-on projects and daily tasks. Essential Responsibilities: Assist the FP&A team with ad-hoc analysis. Data and process analysis affecting multiple organizational departments, such as vessel operations, accounting, crewing and supply chain. Industry and regulatory research. Aid in contract lifecycle management development. Additional duties as assigned. Minimum Requirements: Pursuing a Bachelor's Degree in Finance, Accounting, or a related field. Interest in the maritime or transportation industry. Team player who is creative, driven and motivated for success. Strong communication and writing skills, detail oriented. Comfortable working with Microsoft Suite applications and other software. Physical Capabilities: Carry, push, pull or move 10 pounds regularly, or up to 20 pounds occasionally. Ability to sit up to 8 hours per day. Benefits: Paid internship Hybrid work schedule Expected hours:40 per week Note that nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time, and the list of job tasks is not all inclusive. Other duties may be assigned by management as needed. ****************************************************************************** AAP/EEO Statement Campbell Transportation Company, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Join our Team! We offer hands-on experience working at a global market leader! Acutronic is looking for a Finance Intern to join our team in Pittsburgh, PA. In this role, you will be responsible for supporting the Finance Team with various aspects of finance and accounting tasks, including reconciliations, project and cost analysis, financial modelling, and support for forecasting, tax and audit. Our ideal candidate will be pursuing a degree in accounting, finance, or business-related fields, have excellent communication skills, and a willingness to learn. Finance Intern Your Roles/Responsibilities: Assist in the creation, maintenance, and enhancement of financial spreadsheets and databases. Support budgeting and forecasting activities. Contribute to cost summaries and analysis related to customer projects, overheads, taxes, and audits. Participate in the monthly closing process. Assist with various ad hoc finance projects and tasks as needed. Your Profile/Qualifications/Skills: Currently pursuing a degree in accounting, finance, or business-related field. Strong written and verbal communication abilities. Ability to handle multiple tasks and prioritize effectively. Attention to detail and problem-solving skills. Position Type/Physical Demands: This is a temporary, full-time position that will occur during summer break from academic studies. The company provides a ‘9/80' or ‘4/10' flexible schedule option. Work is generally performed in an office environment. About Acutronic: The Acutronic Group has a proud history of building technologies and teams that are crucial to the aerospace, defense, and transportation industries. Acutronic's Simulation & Test Division is the global market leader in high-performance motion simulation and test equipment. Our rate tables and advanced centrifuges are used to test or calibrate inertial sensors, navigation systems, and stabilized electro-optics. Hardware-In-the-Loop motion simulators replicate the flight motion profiles and engagement scenarios of missiles. Geotechnical centrifuges and their related accessories are designed to study the behavior of structures, soil mechanics, and earthquakes. Our vibration test systems (shaker tables) allow users to carry out environmental tests to ensure the robustness or quality of manufactured products. The Division also develops and refurbishes stabilized or gimbaled-platforms utilized in applications such as tracking mounts, gun turrets, and directed-energy systems. Acutronic's Aerospace Components Divison manufactures specialty components for use on uncrewed aerial vehicles, land defense applications, and missile systems. These products are used on next-generation aerospace programs and include a range of electric power systems, servo-actuators, micro-turbines, and Hybrid-Electric-Propulsion-Systems. We offer standard products and excel at designing highly customized solutions for demanding mission requirements. The Acutronic Group employs approximately 300 employees across sites in Austin, Texas; Pittsburgh, Pennsylvania; Switzerland; Germany; France; and India. Acutronic USA Inc. 700 Waterfront Dr, Pittsburgh, PA 15222 acutronic.com *************** Acutronic is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. If you have a disability or special need that requires accommodation, please contact us at [email protected] or phone ************.

A successful candidate in this role will be responsible for providing business planning, forecasting, and analytical support for assigned Armada National Accounts businesses. The candidate will also focus on transactions and details and must be process-oriented. Advanced PC and financial systems knowledge with the ability to adapt to a continuously changing work environment are essential. In addition to a solid accounting acumen, the analyst is a self-directed problem solver who interacts well with others. Lastly, the candidate must be able to participate and collaborate with others both inside and outside of the finance department to ensure compliance with required accounting controls and reporting requirements. Job Responsibilities: Prepare Armada's National Accounts monthly consolidated financial statements and various monthly financial reporting packages Analyze results, perform variance analysis, identify trends, and make recommendations for improvements Assist with preparation of financial forecasts for account management and executive team Support the development of National Accounts annual financial plan Serves as point of contact for Armada's operational support and accounting teams Work closely with other corporate and business unit resources to improve standardization and implement best practices Complete ad hoc analyses and support projects related to National Accounts Assist in the development and analysis of client metrics, measures, and KPIs that result in greater financial visibility and accountability Adhere to finance policies, procedures and internal controls Ability to effectively communicate verbally and in writing throughout all levels of the company Education Minimum - BS/BA Degree in Accounting / Finance Preferred - Candidates with a MBA and / or CPA (active or inactive) Work Experience 2-4 years of experience in public accounting (“Big 4” or regional) or private industry Supply chain, distribution, inventory, and/or logistics experience is preferred Desired Skills and Experience Strong knowledge of US GAAP and general accounting Experience in general ledger accounting and reporting Transaction oriented with detailed understanding of financial process flows ERP general ledger experience preferred (JD Edwards 9.0) Proficient with Microsoft Office applications with an emphasis on Excel and PowerPoint Self-motivated and results-oriented Ability to work effectively in a team environment Strong problem solving and analytical skills Other Position is headquartered in RIDC Park, Pittsburgh, PA at Armada Supply Chain Solutions corporate headquarters Occasional and infrequent business travel to operational sites and/or client's offices may occur

For more than three decades, Crown Castle has led the way in shared communications infrastructure, delivering profitable solutions by connecting communities, businesses, and people, and enabling each to thrive with reliable access to voice and data in more places, faster than ever before. When you join Crown Castle, you become part of a dynamic and diverse team of passionate and collaborative professionals engaging in complex challenges and contributing to projects that shape the future of life and work. Role The Tower Finance Intern will be responsible with assisting teammates to perform high quality and accurate financial reporting, operational analysis, and financial modeling. Examples include preparation of quarterly forecasts, operational performance analysis, and scenario modeling. They will also be responsible for conducting and documenting recurring and ad hoc financial analysis for assigned business units. This person will support in breaking down complex business problems and summarize their findings into simple business stories. Ability to work independently, seek answers, and be curious are crucial. Responsibilities Analyze financial statements and reports, including budget to actual variance analysis, identifying trends and anomalies Reconcile and summarize data from multiple sources Assist in preparation and maintain in-depth analysis, modeling, forecasting, and reporting of financial and business performance Maintain data accuracy, completeness, consistency and timeliness in our financial databases Collaborate with stakeholders in the evaluation of Crown Castle's finance strategies and implement tools for standardization and process efficiencies Evaluate project plans to help identify and resolve errors and faulty assumptions Influence conversations and work through building of relationships through excellent work Expectations Collaborative work done in a way that balances educated decision making with measured speed of implementation Effective communication between teammates and manager Work with counterparts to provide financial information and analysis Ability to define problems, collect data, establish facts, and draw valid conclusions Strong analytical, organizational, and communication skills by showing attention to detail and the ability to present complex information A constant example of modeling Crown's values Education/Certifications  Currently enrolled as a full-time student in pursuit of a Bachelor's degree from an accredited higher education institution Preferred field(s) of study: Finance, Accounting, or related field Skills and Experience Ability to work full-time (40 hours/week) from June 2 to August 8, 2025 Authorization to work in the U.S. on a full-time, regular basis without additional sponsorship Reports to: Manager Finance/Financial Analyst III Work Plans: This role falls into our hybrid work model working in the office Tuesdays, Wednesdays, and Thursdays. On Mondays and Fridays, teammates on the hybrid schedule will have the option to work from the office or home. Compensation Information: The hourly pay offered for this position is $19.50 per hour.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.