Financial Advisor
Finance Internship Job 6 miles from Elkton
Prudential Advisors is looking for an experienced financial professional in the Delaware area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:
The ability to work with an existing clients base.
The ability to build a strong client base with Prudential's exceptional referral programs
The opportunity to create client solutions without proprietary products sells requirements
Compensation that is 100% benefitable regardless of the product or company you sell
The look and feel of an independent advisor with the benefits of being an employee.
3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan.
We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today.
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
If you are interested to learn more call me at ************ or email me at ************************** or if you know someone feel free to share the job post
Financial Advisor
Finance Internship Job 6 miles from Elkton
Are you looking to start your career or looking to change careers and want to use your competitive spirit, passion, and motivation to join one of the fastest growing industries? Then join our growing financial services team! At Diamond State Financial Group, we are a comprehensive financial services firm that provides objective customized solutions to assist individuals, professionals, and business owners in pursuing their investment goals. We are looking to hire for our Financial Advisor Apprenticeship Program, to join in an entry level business development role, to use your entrepreneurial spirit to develop a practice by building an active client base; working with clients to assess their needs, developing strategies to help them pursue their goals, and implementing those recommendations by offering the appropriate solutions.
As a Financial Advisor Apprentice, you will receive:
Base salary and competitive commission sales structure, including renewal fees and bonus
Paid six-month apprenticeship program; 48-month residency program with base subsidy through Cetera Advisor Networks and DSFG
Access to subsidized comprehensive benefits plan including medical, dental, vision and 401(k) plan
Tuition reimbursement for Certified Financial Planner (CFP) designation through DSFG
Annual recognition trip with Cetera Advisor Networks and international travel opportunities with DSFG bi-annually for top performers
Work life balance - set and run your own schedule!
Job Requirements
As a Financial Advisor Apprentice in our program, you should have integrity, a high level of ethical standards, and have a successful track record of past successes preferably in leadership, marketing, or business development positions.
Additional requirements of the Financial Advisor include:
Bachelor's Degree
Demonstrated successful track record with a proven ability to accomplish stated sales goals
Excellent written and verbal communication skills
Strong interpersonal skills
Ability to work independently and within a team
Ability to obtain required licenses and registrations, including the Series 7 and 66
About Us
Diamond State Financial Group is an independently owned and operated, a partnership firm which allows you to offer our suite of products to your clients. As a Financial Advisor, you are responsible for achieving various licenses and registrations necessary to be able to offer life insurance, health insurance, securities, and investments. We are committed to your success and offer assistance to help you attain the registration and licenses with bonus compensation paid upon successful achievement of licensure. In this entry level role, we will provide you with a comprehensive six-month training program along with partnering you with an experienced mentor.
Securities offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Financial Associate
Finance Internship Job 26 miles from Elkton
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
The Junior Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Junior Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
Job Responsibilities
The Junior Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
· Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
· Advising the customer regarding the advantages, risks, and disadvantages of different products
· Developing internal referral resources to identify existing customers
· Identifying external prospects and building up new client relationships
· Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
· Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
· Maintaining all necessary licenses and registrations as required
· Successfully completing all mandatory training in a timely manner
· Maintaining superior and courteous service to promote products and expand customer relationships
· Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
Job Requirements
With a strong focus on sales and customer service, the Junior Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include:
· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)
· Life & Health Insurance license (Required)
· Strong sales, marketing and business development skills
· 2+ years of experience as producing advisor
· Bachelor's degree preferred
Education and Training
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.
Financial Advisor | Training Included | West Chester
Finance Internship Job 26 miles from Elkton
LIVE LIFE DIFFERENTLY
French writer, Antoine de Saint-Exupery once wrote,
“A goal without a plan is just a wish.”
Financial Advisors at Northwestern Mutual West Chester help people create and implement a financial plan allowing them to translate those wishes into attainable goals. They strive to understand their clients' goals and dreams to develop comprehensive financial solutions that will help their clients reach financial success. Advisors are given the flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:
Build
-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
Educate
-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
Influence
- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
Own
-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.
On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
(Similar to owning a business, which is based on revenue generated. This is not a salaried position)
Performance-based earnings and revenue1:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development.
Renewal income earned for continued client support and policy management.
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
ARE YOU RIGHT FOR THIS OPPORTUNITY?
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning & growth
Proven leadership skills
4 Year Degree: (Preferred)
Financial Concepts: 1 year (Preferred)
License/Certification: Pennsylvania Life and Health license (Preferred) / Investment License (Preferred)
Legal authorization to work in the US without sponsorship (Required)
WHY JOIN NORTHWESTERN MUTUAL:
Top 5 US Independent Broker-Dealers4
Unsurpassed financial strength with total company assets of $366 billion5
Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
Fortune 500 company
Philly's Top Work Places for 2024
2024 Training APEX Award winner
Are you ready to change your life and the lives of your clients? Apply now!
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
Investment Banking Analyst
Finance Internship Job 15 miles from Elkton
Apply today and embark on an exciting career with a Fortune 500 firm in Commercial Investment Banking!
LINE OF BUSINESS
Wholesale Lending Services
Wholesale Lending Services (WLS) is part of the Commercial Investment Bank providing lending servicing support to multiple business units across the firm and around the world. The Operation provides loan documentation; closing and funding; payment and fee processing; syndication loan trade processing; credit administration; collateral perfection and management, customer service and reporting; and construction management.
JOB DESCRIPTION
This position is responsible for the set-up and funding of corporate syndicated loan transactions for Commercial Bank and Corporate & Investment Bank Clients on the LoanIQ product processor. The Deal Closer has direct contact with attorneys, borrowers, lenders and internal middle and front office teams to support the operational aspects of a syndicated loan closing and funding.
RESPONSIBILITIES
Provide deal origination and execution support to Debt Capital Markets and Credit Risk Management
Review legal documentation for operational feasibility
Initiate systems set-up on all aspects of new deals, including lenders and borrower contact and account/funding details
Manage the process of contacting investors and obtaining administrative information associated with new deals
Initiate initial funding on new deals and restructurings; manage the funding process with Corporate Treasury, syndicate lenders, etc.
Process system changes for documented loan amendments and modifications
Manage pipeline of assigned closing transactions with potential for multiple transactions closing in a single day
Support adhoc projects, manager assigned tasks, etc.
Support daily, weekly and month controls and metrics reporting
QUALIFICATIONS
1-3 years of experience in Financial Services (Loans, Credit), Legal or Business Consulting industry
Excellent business maturity and experience dealing with corporate clients
Experience with MS Office (Outlook, Word, Excel, PowerPoint)
Excellent written communication skills (will be communicating with senior level external contacts - professional email writing)
Experience working in team environment
Nice-To-Have
Knowledge or experience with Syndicated Loans
Experience with LoanIQ
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Financial Analyst
Finance Internship Job 6 miles from Elkton
Job Responsibilities
· Knowledge of Callback and SSI infrastructure - Knowledge of where systems sit in the hierarchy, inter-relationships would be very advantageous.
· Provide the highest level of service to our internal partners and the Client while adhering to the global funds transfer policy and regulatory rules to ensure compliance standards are kept.
· Maintain a consistently elevated level of awareness around any potential issues and to resolve exceptions as soon as possible.
· Create and Maintain Foreign Exchange instructions for multiple teams.
Required qualifications, capabilities, and skills.
· A strong sense of ownership and responsibility; Excellent Client focus and Customer care working practices.
· Effective communication and interpersonal skills. Accountable for team delivery of excellent customer service.
· Strong understanding of financial markets and securities industry.
· Excellent communication skills, both written and oral, including the ability to interact with all levels of the organization.
· Flexibility to adjust to business needs.
· Strong time management, organizational skills, and effective prioritization skills.
Preferred qualifications, capabilities, and skills.
· Account reference data
· Client onboarding
· Foreign Exchange
Financial Analyst
Finance Internship Job 30 miles from Elkton
We are seeking a dynamic and ambitious Financial Analyst familiar with Big Data, who will support the Finance Team with analyzing data across all facets of our business operations. You'll work closely with management to help model financial decision-making tools and maximize profitability for our food manufacturing and fulfillment operations.
You will report to the CFO and will assist the Financial Planning & Analysis (FP&A) Manager and Pricing Manager on a day-to-day basis.
Our growing FP&A team is developing a business intelligence tool, and this position will contribute to this development in various capacities from conceptualization to implementation.
The ideal candidate will have experience in roles such as but not limited to Financial Analyst, Controller, Risk Analyst in industries such as but not limited to Manufacturing, Foodservice, Public Accounting or Banking.
Qualifications
Bachelor's degree in Accounting, Finance, Business Information Systems, or a similar field
2-5 years of progressing experience in accounting, financial planning, analysis, or similar roles. Experience in manufacturing or food industry is a bonus.
3 Years of Advanced to Expert level use of Microsoft Excel or other database systems
Key Responsibilities
Support FP&A Manager and Finance Leadership with financial planning processes (annual budgets, forecasts, long-term planning) and ensure alignment with business objectives.
Maintain, develop and improve existing high-dimensional financial models to support decision-making and business strategy.
Collaborate with cross-functional teams to gather and validate financial information, ensuring accuracy and completeness.
Maintenance of data models for price books across a diverse set of customer and product lines.
Support the preparation of financial reports, including variance analysis, cost of goods sold (COGS), and profitability analysis.
Annual Forecast & Budgeting Support
Assist in analyzing financial data, trends, and forecasts to support cost control initiatives and enhance financial performance.
Contribute to continuous process improvement initiatives to enhance reporting accuracy, timeliness, and business decision-making.
Aid Accounting & Finance Leadership with ad-hoc financial analysis projects as needed.
Skills and Competencies:
Masterful proficiency in Microsoft Excel (Advanced to Expert Level preferred - Data Models, PowerQuery, PowerBI, Macros)
Understanding of Microsoft Access or other Database Warehouse Software
Experience with at least 2 accounting or ERP Software
-Involvement with FP&A Software Tools is an advantage
Strong understanding of financial modeling, forecasting, and budgeting.
Problem-Solving and curious, critical thinking skills
Effectively manage multiple projects concurrently and meet deadlines
Strong communication skills with the ability to simplify complex financial data for non-financial teams.
Certifications (Preferred)
MBA or Professional Business Certifications a plus, but not required
Benefits Offered
A dynamic, team-oriented culture that values creativity and innovation.
Medical
Dental
Vision
Supplemental Benefits
401(K) with Company Match
PTO
Sick Time
Profit Sharing
Referral Bonus
Financial Analyst
Finance Internship Job 26 miles from Elkton
Logistics Financial Analyst
Hybrid: Must be able to travel to West Chester or Kennett Square, PA (2 times per week)
Pay: $70k - $75k
Direct Hire
Responsibilities
Ad Hoc Reporting & Analysis:
Generate and deliver ad hoc reports on logistics costs, performance, and operational efficiency.
Provide actionable insights and recommendations based on financial analysis to support decision-making processes within the logistics function.
Month-End Close:
Support the month-end close process by preparing and reviewing financial data for logistics operations.
Ensure timely and accurate reporting of logistics-related financial statements in alignment with overall corporate reporting deadlines.
Identify and resolve discrepancies or issues related to logistics financial data during the close.
P&L Preparation:
Prepare and maintain detailed Profit & Loss (P&L) statements related to logistics activities.
Ensure the accurate allocation of costs to relevant cost centers and business units.
Identify key drivers of logistics costs and trends to contribute to business planning and forecasting.
Variance Analysis:
Conduct variance analysis comparing actual vs. budgeted performance, highlighting areas of concern or opportunity.
Provide detailed explanations for variances, working closely with operational teams to identify root causes and recommend corrective actions.
Budget vs Actual Reporting:
Collaborate with stakeholders to track logistics budget vs. actual performance.
Assist in the preparation of logistics budget forecasts and track performance against established financial targets.
Comparative Analysis:
Perform comparative analysis of historical and current financial data, highlighting trends, anomalies, and performance metrics.
Present insights on financial performance and operational efficiencies to leadership teams, providing recommendations for process improvements.
System Management & Reporting Tools:
Utilize SAP to extract, analyze, and report on logistics data to ensure accurate and efficient financial reporting.
Create and maintain Power BI dashboards to visualize financial data and provide real-time insights into logistics operations.
Ensure data integrity within SAP and Power BI platforms, collaborating with IT and data teams as necessary.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or Business Administration
1-3 years' financial analysis and modeling experience
Advanced Excel
Power BI Required
Financial Analyst (Mid)
Finance Internship Job 17 miles from Elkton
Immediate need for a talented Financial Analyst (Mid). This is a 12+months contract opportunity with long-term potential and is located in Kennett Square, PA (Onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID:25-64811
Pay Range: $70 - $75/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
A Mid-level Financial Analyst is responsible for analyzing financial data, preparing reports, and providing insights to support decision-making within an organization.
Analyzing financial statements, performance metrics, and trends to assess the financial health of the organization.
Developing financial models and forecasts to support budgeting and strategic planning processes.
Conducting variance analysis and identifying key drivers of financial performance.
Preparing and presenting financial reports and findings to management.
Providing financial analysis and support for mergers, acquisitions, and other strategic initiatives.
Monitoring and evaluating financial risks and opportunities.
Collaborating with other departments to gather and analyze financial information.
Assisting in the development and implementation of financial policies and procedures.
Participating in the preparation of annual budgets and long-term financial plans.
Mentoring and providing guidance to junior financial analysts.
Long Range Planning:
Develop and maintain a 5-year long-range financial plan for O&M baseline budget and capital investments.
Analyze financial data and trends to provide insights and recommendations for long-term financial strategies. The goal of having the organizations 5-year plan updated and prepared for official data entry time periods.
Collaborate with various departments to gather relevant financial information and ensure comprehensive planning from post project delivery to ongoing financial maintenance.
Accrual and Forecasting:
Prepare accurate and timely financial forecasts, incorporating both short-term and long-term projections.
Manage the accrual process to ensure that financial records accurately reflect the company's financial position.
Monitor and adjust forecasts as necessary to reflect changes in business conditions or priorities.
Contract Management:
Oversee the financial aspects of contract management, including budgeting, invoicing, and compliance.
Ensure that contracts are managed efficiently and in accordance with company policies and regulations.
Work closely with legal and procurement teams to negotiate favorable contract terms and conditions.
Budget Review Meetings:
Prepare and present financial reports and analysis for budget review meetings with leadership.
Provide clear and concise explanations of financial data and trends to support decision-making.
Collaborate with leadership to develop budget strategies and priorities.
Cost Allocation:
Allocate O&M (Operations and Maintenance) costs to the correct cost centers for our utilities based on post-project tails.
Ensure accurate and timely distribution of costs to appropriate cost centers.
Monitor and adjust allocations as necessary to reflect changes in project scope or requirements.
Rate Times Quantity Calculations:
Ensure that rate times quantity calculations for software and labor are up to date and accurate.
Review and update rates regularly to reflect current market conditions and company standards.
Monitor and adjust calculations as necessary to ensure accuracy and compliance with financial policies.
Key Requirements and Technology Experience:
Key Skills: CFA/CPA ,O&M Costs ,Financial Analysis/Planning/ Management .
Bachelor's degree in finance, Accounting, Economics, or a related field. A master's degree or professional certification (e.g., CFA, CPA) is preferred.
Minimum of 5 years of experience in financial analysis, planning, and management.
Strong understanding of financial principles, including budgeting, forecasting, and cost allocation.
Proficient in financial modeling and analysis tools, such as Excel and financial software.
Excellent analytical and problem-solving skills, with the ability to interpret complex financial data.
Strong communication and presentation skills, with the ability to convey financial information to non-financial stakeholders.
Detail-oriented with a strong commitment to accuracy and quality.
Ability to work independently and as part of a team in a fast-paced, dynamic environment.
Experience with financial planning software and ERP systems.
Knowledge of industry-specific financial regulations and compliance requirements.
Strong organizational and time management skills, with the ability to manage multiple tasks and deadlines.
Proactive approach to identifying and addressing financial issues and opportunities.
Our client is a leading Energy Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, 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.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Financial Advisor
Finance Internship Job 26 miles from Elkton
This job posting is anticipated to remain open for 30 days, from 25-Feb-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Intern, Thermal Analysis Division Finance Business Partnering (TA)
Finance Internship Job 15 miles from Elkton
Overview Waters Corporation is always looking to hire outstanding future talent for our company. The Finance Team is looking to hire a summer intern out of our Milford, Massachusetts. This internship is a phenomenal opportunity to gain real-world experience while working at the world's leading specialty measurement company. This internship will last approximately ten weeks and the program will commence in the spring/summer of 2025.
Waters is laser focused on:
Groundbreaking Life-Science Innovation: With our scientific expertise, we aim to solve problems that matter. We develop innovative analytical technologies to catalyze groundbreaking advancements in drug discovery, propel clinical development, and ensure the safety and quality of both small and large molecule therapies, including novel modalities such as Cell & Gene Therapy and mRNA.
Diversity, Equity and Inclusion: Our people are paramount in enabling us to solve problems that matter. Waters is committed to fostering a diverse and inclusive workplace that is representative of the societies we live in. Our approach to Diversity, Equity, and Inclusion (DEI) is designed to shift attitudes, foster inclusive behaviors, and encourage increased representation of employees with diverse backgrounds.
Global Impact: With operations in over 35 countries and a global team of over 8,000, our work goes beyond the life sciences. We contribute to ensuring the safety of food and water, such as precise PFAS measurement, and advancing new materials and technology, including batteries for electric vehicles. Typical tasks of the position include, but are not limited to
Summer 2025 Finance Internship:
Are you a driven undergraduate student eager to immerse yourself in the world of finance? Look no further! We are offering 9 Financial Analyst Summer Internship Positions, including 8 in Milford, MA, and one in New Castle, DE. Explore your potential in one of these exciting areas:
1. Corporate Financial Planning & Analysis
2. Corporate Accounting
3. Investor Relations and Corporate Treasury
4. Waters Division Financial Planning & Analysis
5. Clinical Diagnostics Finance Business Partnering
6. Thermal Analysis Division Finance Business Partnering (New Castle, DE)
7. North America Finance Operations & Business Partnering
8. Supply Chain and Manufacturing Finance Business Partnering
9. Finance Transformation
What You Can Achieve:
During this 10-week internship, you'll:
Gain Real-World Experience: Dive into the finance organization of a publicly traded company, working on tangible projects that matter.
Learn from Finance Leaders: Be mentored by seasoned finance leaders, including our CFO, Controller, and Divisional Finance Heads.
Explore Finance and Economics: Engage in structured opportunities to delve into key finance and economics topics.
Build a Network: Connect with over 60 interns across various business functions, expanding your understanding of the rapidly evolving life sciences industry.
Fast-Track Your Career: Receive priority consideration for our Finance Development Program, an accelerated career development program with international rotation opportunities.
Excel in the Job Market: Equip yourself with valuable experience that will set you apart in today's competitive job market.
The successful candidate will have a combination of knowledge, skills, and experience that would include the following
At Waters, we view the internship program as a mutually beneficial opportunity designed to equip students real world experience, while learning from industry leaders in their functional area of choice. Our goal is that an internship at Waters will enable you to build your network as an early career professional, fast tracking your future career prospects and setting you up for success in the job market. A few key attributes we are seeking in intern candidates include:
Curiosity: Individuals across the organization are passionate about working with, and developing students who have a passion for their subject area and a knack for problem solving.
Courage: We admire individuals who challenge the status quo, take on leadership roles, and embrace challenges outside their comfort zones.
Compassion: We expect our team members to embody empathy in their work, fostering ethical professionalism, collaboration, active listening, and a commitment to continuous learning and growth.
Responsibilities specific to this role:
Preparing financial analyses and models to support leadership decisions.
Assisting with ad-hoc analytical requests from finance and stakeholder teams.
Applying your business acumen to evaluate complex data sets.
Being an active member of project teams.
Preparing and delivering presentations to senior leadership.
Nurturing effective business partner relationships.
If you would like to learn more about student opportunities, click here
Click here to learn more about our Diversity, Equity and Inclusion (DEI) commitment where we have the highest score of 100% rating on the 2022 Corporate Index, CEI, the annual scorecard for LGBTQ+ workplace equality.
Company Description
Waters Corporation (NYSE: WAT), the world's leading specialty measurement company, has pioneered chromatography, mass spectrometry and thermal analysis innovations serving the life, materials, and food sciences for over 60 years. With approximately 8,000 employees worldwide, Waters operates directly in 35 countries, including 15 manufacturing facilities, with products available in more than 100 countries. Our team focuses on creating business advantages for laboratory-dependent organizations to enable significant advancement in healthcare delivery, environmental management, food safety, and water quality.
Working at Waters enables our employees to unlock the potential of their careers. Our global team is driven by purpose. We strive to be better, learn and improve every day in everything we do. We're the problem solvers and innovators that aren't afraid to take risks to transform the world of human health and well-being. We're all in it together delivering benefit as one to provide the insights needed today in order to solve the challenges of tomorrow.
Diversity and inclusion are fundamental to our core values at Waters Corporation. It is our responsibility to actively implement programs and practices to drive inclusive behavior and increase diversity across the organization. We are united by diversity and thrive on it for the benefit of our employees, our products, our customers and our community. Waters is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or protected Veteran status.
Boeing Summer 2025 Internship Program (PAID) - Finance - Ridley Park, PA
Finance Internship Job 33 miles from Elkton
Company:
Embark on an exciting journey with Boeing, recognized by WayUp as one of the Top 100 Internship Programs in the US for 2023. We are seeking motivated, enthusiastic, and innovative students to join our 2025 intern program.
As an intern at Boeing, you'll gain hands-on experience, learn from experts, and collaborate with teams that do truly amazing things.
Over the course of a 10-week Finance internship, you will have the opportunity to:
Gain valuable business/finance skills and knowledge within the aerospace industry
Drive solutions to real world problems
Experience our products up close by touring our state-of-the-art manufacturing and research facilities
Interact directly with our company leaders to discuss strategy and the future of Boeing
Build a lasting professional network through social events and engaging activities
The Boeing Finance Internship Program has the foundation you need to jump start your career in Finance. You will be immersed in exciting opportunities that will empower you to make decisions and develop your skills as a Finance professional.
Throughout your internship, you will have the opportunity to apply your education to meaningful projects while developing skills in financial acumen, data analytics, financial modeling, and problem solving. In addition, you'll explore the variety of Finance career paths at Boeing through informational interviews with our top professionals, and participate in all the development opportunities that the company has to offer.
This Boeing Finance Internship position will be supporting the Ridley Park Facility. Gaining experience in the Defense, Space and Security Business Unit.
At Boeing, the Finance function provides insights and analytics while being essential to running a business that connects and protects people around the world. Apply today, and be a part of Boeing's next chapter.
Some of the internships may allow telecommuting. However, the selected candidate may be required to relocate and work onsite at their offer location. This is at the hiring team's discretion and could potentially change in the future.
This position must meet export control compliance requirements. To meet export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.15 is required. “U.S. Person” includes U.S. Citizen, lawful permanent resident, refugee, or asylee.
Basic Qualifications (Required Skill/Experience):
Currently enrolled in a Bachelor's degree or higher in a Finance related field (Business, Finance, Accounting, Data Analytics, Economics, Financial Planning, Statistics)
Graduation date on or after August 2025
Ability to work full-time, in person for 10 weeks during the summer. Interns will start work on May 30th, June 6th and June 13th
Preferred Qualifications (Desired Skills/Experience):
Academic excellence (GPA of 3.0 or higher)
Active leadership and community involvement
Competencies in the following areas: Adaptability, Analytical Skills, Business Acumen, Communication, Decision Making, Initiative, Leadership, and Teamwork
Relocation:
Some of these positions offer relocation based on eligibility
Drug Free Workplace:
Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.
Applications for this position will be accepted through April 4th, 2025.
Shift:
These positions are for 1st shift.
At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.
The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.
The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Pay is based upon candidate experience and qualifications, as well as market and business considerations.
Summary pay range: Min: $43,000 - Max: $62,000
Language Requirements:
Not Applicable
Education:
Not Applicable
Relocation:
This position offers relocation based on candidate eligibility.
Export Control Requirement:
Safety Sensitive:
Security Clearance:
This position does not require a Security Clearance.
Visa Sponsorship:
Employer will not sponsor applicants for employment visa status.
Contingent Upon Award Program
This position is not contingent upon program award
Shift:
Shift 1 (United States of America)
Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud - Recruitment Fraud Warning
Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
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Finance Intern
Finance Internship Job 37 miles from Elkton
Finance InternRemote - United StatesJR011438 At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things! We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up with continuous change and embrace innovation.
We can Do Great Things because we have great Associates. The Ensono Core Values unify our diverse talents and are woven into how we do business. These five traits are the key to achieving our purpose.
Honesty - Reliability - Curiosity - Collaboration - Passion
**About the role and what you'll be doing:**
As an intern at Ensono, you will have a direct impact working with your team and also take part in programming provided by our Training and Development team. This will include project work, professional development, a business challenge culminating in presenting to our executive leadership team, and networking opportunities. Ensono's paid internship is a 12-week program that runs from May 19th to August 8th, 2025, and could lead to a part-time or full-time position within Ensono.
Our summer internship is the entry point into our 12-month rotational program. The program aims to create a pathway to full time employment and develop well rounded junior associates with great potential.
Each summer we choose two interns to join Ensono full-time and gain experience in different departments over 3-month rotations. Because of this, our ideal intern candidate would graduate by June 2026 and be interested in full-time opportunities.
We are looking for potential participants for our 2025 Summer Internship Program and are excited to invite driven and self-motivated candidates to apply! Ensono is dedicated to cultivating talented individuals with unique skillsets who know how to dream big and build bigger!"
**Required Qualifications**
+ Currently pursuing a bachelor's degree in finance, accounting, economics, or a related field
**Preferred Qualifications**
+ Strong academic record and analytical skills
+ Proficiency in Microsoft Excel, PowerPoint, and Word
+ Familiarity with financial statements and concepts
+ Excellent communication and interpersonal skills
+ Ability to work independently and in a team environment
+ Detail-oriented, organized, and proactive
+ Interest and curiosity in the financial services industry
**What you can look forward to doing:**
+ Perform client profitability and variance analyses and identify key drivers of performance and trends
+ Assist with the preparation and analysis of monthly, quarterly, and annual reports, forecasts, and presentations
+ Support the development and maintenance of client P&L models and databases
+ Assist with cost and capital tagging efforts, and provide recommendations for improvement
+ Contribute to ad-hoc projects and initiatives as assigned by the FP&A team
As of the date of this posting, a good faith estimate of the current pay scale for this role is $15 to $22 per hour. Please note that placement in the range may vary based on numerous factors including but not limited to skills, experience, internal equity, and business needs.
Ensono is an Equal Opportunity/Affirmative Action employer. We are committed to providing equal employment to our Associates and building a diverse and inclusive workforce. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or other legally protected basis, in accordance with applicable law.
Pay transparency nondiscrimination statement/posting OFCCP's pay transparency policy can be found on OFCCP's website (*********************************************************************************************** .
If you need accommodation at any point during the application or interview process, please let your recruiter know or email [email protected] .
JR011438
Financial Modeling Intern
Finance Internship Job 18 miles from Elkton
Come join a growing financial technology company that's leading the marketplace in both the marketing and servicing of credit cards! Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking a Financial Modeling Intern to support our Finance team.
Continental Finance Company interns get real-life exposure to the daily duties of their prospected department. They spend the summer as a valued member of their respective team, learning business skills and assisting with a variety of projects that have an impact on the business operations. An additional focus of the program will be to complete a final project that will be an overview of activities, tasks and experiences throughout the 10-week program.
***CFC offers a hybrid work schedule which includes three (3) core days in the office (Tuesday, Wednesday, and Thursday) and two (2) remote workdays (Monday and Friday)***
Essential Functions:
Develop an understanding of how financial statements work together and what are the key business drivers for our Continental Finance and affiliates joint venture
Work with subsidiary modeling specifically relating to Continental Finance and affiliates
Assist in developing model that focuses on assumptions and impacts in IRRs as well as creating projected financial statements and model validation procedures
Responsible for execution of the project/ tasks outlined by the mentor
Complete reports and summary of projects fulfilled weekly
Meet with a mentor daily to discuss projects, reports and questions
Supporting the department and company by providing innovative ideas, solutions and an outside perspective
This is a paid position for undergraduates and is located in Wilmington, Delaware.
The ideal candidate will have the following:
Currently enrolled in and working towards an undergraduate in Finance, Accounting or similar degree and in good academic standing.
Available to work 40 hours/week (hybrid) for 10-week summer assignment starting on June 3rd, 2025
Strong attention to detail
Excellent written and verbal communications
Demonstrated skills in the use of Microsoft Office applications
VBA and financial modeling experience preferred
Strong customer service aptitude
Ability to work independently and as part of a team
Why Continental Finance?
Continental Finance Company (the “CFC”) is one of America's leading marketers and servicers of credit cards for consumers with less-than-perfect credit. Since our founding in 2005, we have prided ourselves on corporate responsibility to customers in terms of a strong customer support program and fair treatment. With our success, we have also grown into an innovative financial tech company! With a state-of-the-art consumer marketing and servicing platform, we provide a variety of services to consumers when other financial institutions will not accommodate them. With more than 2.6 million credit cards managed and serviced since our founding, we pride ourselves on putting the customer first. We are not a chartered banking financial institution, nor are we a debt originator or a credit card issuer.
CFC is an equal opportunity employer that is committed to inclusion and diversity. Our company provides equal employment opportunity (EEO) regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.
CFC is seeking bright, energetic individuals that will help us grow and develop together! We uphold a promise to treat our employees with the same care and concern as we do our customers. We offer all employees competitive compensation and benefits in an exciting, fast-paced business casual environment. Join our growing team and apply online today!
#LI-HYBRID
Corporate Finance Analyst
Finance Internship Job 33 miles from Elkton
This is a hybrid role based out of Malvern, PA (3 days in office) CubeSmart is seeking to hire a Corporate Finance Analyst based in our corporate office in Malvern, PA. The Corporate Finance Analyst will report to the Vice President of Finance and provide support with capital markets activities, investor relations, internal financial analysis, and forecasting. The Corporate Finance Analyst will be deeply engaged in analyses and projects spanning many functions of the organization. The successful candidate will be a highly engaged strategic and analytic thinker with strong written and verbal communication skills.
CubeSmart is a publicly traded real estate investment trust (REIT) focused on the development, acquisition, disposition, and management of self-storage facilities. CubeSmart is headquartered in Malvern, PA, a suburb of Philadelphia, and is one of the largest self-storage owners and operators in the United States, with more than 1500 locations nationwide.
Over the past five years, CubeSmart has grown significantly, acquiring approximately $1.5 billion in assets. Our growth is possible because of our 3,000 teammates across the country who work together to grow the company, serve our Customers, and deliver results through a culture of open communication and collaboration. We are excited to have you join our team and grow with us!
Responsibilities
* Prepare quarterly materials for Senior Management to assist with preparation for earnings calls and Board Meetings.
* Assemble due diligence materials for capital markets transactions.
* Assist in managing our joint venture relationships, including capital raising and financing.
* Manage the administration of the company's loans to its venture partners.
* Assist with the design, writing, production, and coordination of investor communications, including earnings documents, conference and roadshow materials, investor relations website, and other investor materials.
* Support the Company's ESG efforts by leading reporting efforts and monitoring external rating agency reporting.
* Monitor & analyze industry peers' financial statements, operational statistics, analyst estimates, and valuation.
* Research, analyze, and report on stock ownership, investor base, and trading activity of CubeSmart and its peers.
* Work with cross-functional teams to tackle a variety of ad-hoc analytical requests and modeling assignments.
Qualifications
* Bachelor's degree, preferably with a concentration in Finance or other related Business discipline
* 3+ years of relevant finance/analytics experience
* Strong writing, communication, organization and project management skills.
* Proficiency with Excel and PowerPoint; experience using advanced functions such as formulas, shortcut keys, formatting/charting features, and VBA/macros a plus
* Experience in developing presentations
* Independent thinker with the ability to learn new topics quickly through self-initiated research; ability to think creatively and challenge the status quo
* Understanding of finance, accounting, and economics principals
* Understanding valuation techniques used by security analysts a plus
* Focus on accuracy and precision is vital
* Ability to analyze large amounts of data and to distill it into thoughtful conclusions and actionable recommendations; knowledge of statistical principles is a plus
* Ability to work effectively in both individual and group settings
We are an Equal Opportunity Employer, Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
#LI-MT1
Risk Management & Compliance - Financial Planning & Analysis Associate
Finance Internship Job 6 miles from Elkton
JobID: 210602446 JobSchedule: Full time JobShift: : Join JPMorgan Chase's Risk Management and Compliance team, where your expertise will be central to maintaining our strength and resilience. You'll help us responsibly grow our business by anticipating emerging risks and applying your judgement to real-world challenges. Our culture encourages innovative thinking and strives for excellence. Working with senior leaders, you'll promote financial discipline through budgeting, forecasting, and location planning, while also developing automation and data visualization tools to enhance analysis and communicate financial narratives.
As an associate within the Corporate Risk sector, you will be tasked with responsibilities in financial planning and analysis, location strategy and real estate oversight, and organizational optimization initiatives. This role involves assisting Planning & Analysis leads with reporting and analyzing key performance metrics, including direct and indirect expenses, headcount, allocations to front office lines of business, budgeting, and forecasting. The ideal candidate should possess strong analytical and organizational skills, the ability to consolidate and present data in various formats, and a solutions-oriented mindset.
Job Responsibilities
* Analyze performance and forecasts for direct and indirect expenses within Corporate Risk, including expense and headcount variance explanations, trend analysis, and monthly forecast updates.
* Assist with annual planning processes, including run rate analysis, identifying expense savings opportunities, and refining allocation methodologies.
* Complete the monthly financial close, including management reporting adjustments, forecast/outlook updates, and General Ledger review and investigations.
* Collaborate with Corporate Risk Planning & Analysis leads to identify, measure, and define allocation methodologies for services provided to lines of business; analyze allocation reports for material variances from the plan.
* Verify that the cost center hierarchy for Corporate Risk complies with legal entity requirements and aligns with reporting expectations; track hierarchy changes and headcount movements.
* Identify ongoing process improvements and automation opportunities, and perform ad-hoc analysis to provide insightful information with appropriate metrics.
Required qualifications, capabilities, and skills
* Undergraduate degree required
* Minimum 3 years of related work experience
* Ability to think strategically, initiate change, and drive continuous improvement.
* Excellent communication and interpersonal skills; the role requires regular interaction with Corporate Risk management and staff, as well as Corporate Finance Planning & Analysis teams
* Self-motivated individual who demonstrates initiative and can thrive in a fast-paced environment
* Highly organized with strong attention to detail and the ability to meet deadlines
* Proficient in Microsoft Office (Excel, Outlook, PowerPoint, Word) with experience in Hyperion/Essbase and SAP
Preferred qualifications, capabilities, and skills
* Prefered degree in Finance or Accounting
* Prior Planning & Analysis experience is a plus.
* Experience with Intelligent Solutions: Familiarity with Alteryx, Tableau, or Qlik Sense is a plus
Advisor, Financial Planning and Analysis
Finance Internship Job 37 miles from Elkton
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives
+ Assist in Make vs Buy, Make vs Make and other strategic financial analysis
+ Prepare capital analytics on a monthly/quarterly/annual basis
+ Prepare monthly results for Strategic Projects
+ Assist with the yearly budget and quarterly forecast process for strategic projects
+ Assist with the quarterly reporting to the SEC Accounting Team
+ Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process
+ Support capital controls in partnership with Medical Segment FP&A team
+ Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them
+ Support the transition manufacturing agreement pricing arrangements
+ Manage multiple deliverables and deadlines concurrently
+ Work on Ad hoc requests and initiatives as required
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Advisor
Finance Internship Job 37 miles from Elkton
Financial Advisor - Prudential Advisors
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 our team. 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 Planner 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 Planner 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.
Boeing Summer 2025 Internship Program (PAID) - Finance - Ridley Park, PA
Finance Internship Job 33 miles from Elkton
At Boeing, we innovate and collaborate to make the world a better place. We're committed to fostering an environment for every teammate that's welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.
Embark on an exciting journey with Boeing, recognized by WayUp as one of the Top 100 Internship Programs in the US for 2023. We are seeking motivated, enthusiastic, and innovative students to join our 2025 intern program.
As an intern at Boeing, you'll gain hands-on experience, learn from experts, and collaborate with teams that do truly amazing things.
Over the course of a 10-week Finance internship, you will have the opportunity to:
* Gain valuable business/finance skills and knowledge within the aerospace industry
* Drive solutions to real world problems
* Experience our products up close by touring our state-of-the-art manufacturing and research facilities
* Interact directly with our company leaders to discuss strategy and the future of Boeing
* Build a lasting professional network through social events and engaging activities
The Boeing Finance Internship Program has the foundation you need to jump start your career in Finance. You will be immersed in exciting opportunities that will empower you to make decisions and develop your skills as a Finance professional.
Throughout your internship, you will have the opportunity to apply your education to meaningful projects while developing skills in financial acumen, data analytics, financial modeling, and problem solving. In addition, you'll explore the variety of Finance career paths at Boeing through informational interviews with our top professionals, and participate in all the development opportunities that the company has to offer.
This Boeing Finance Internship position will be supporting the Ridley Park Facility. Gaining experience in the Defense, Space and Security Business Unit.
At Boeing, the Finance function provides insights and analytics while being essential to running a business that connects and protects people around the world. Apply today, and be a part of Boeing's next chapter.
Some of the internships may allow telecommuting. However, the selected candidate may be required to relocate and work onsite at their offer location. This is at the hiring team's discretion and could potentially change in the future.
This position must meet export control compliance requirements. To meet export control compliance requirements, a "U.S. Person" as defined by 22 C.F.R. §120.15 is required. "U.S. Person" includes U.S. Citizen, lawful permanent resident, refugee, or asylee.
Basic Qualifications (Required Skill/Experience):
* Currently enrolled in a Bachelor's degree or higher in a Finance related field (Business, Finance, Accounting, Data Analytics, Economics, Financial Planning, Statistics)
* Graduation date on or after August 2025
* Ability to work full-time, in person for 10 weeks during the summer. Interns will start work on May 30th, June 6th and June 13th
Preferred Qualifications (Desired Skills/Experience):
* Academic excellence (GPA of 3.0 or higher)
* Active leadership and community involvement
* Competencies in the following areas: Adaptability, Analytical Skills, Business Acumen, Communication, Decision Making, Initiative, Leadership, and Teamwork
Relocation:
Some of these positions offer relocation based on eligibility
Drug Free Workplace:
Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.
Applications for this position will be accepted through April 4th, 2025.
Shift:
These positions are for 1st shift.
At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.
The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.
The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Pay is based upon candidate experience and qualifications, as well as market and business considerations.
Summary pay range: Min: $43,000 - Max: $62,000
Applications for this position will be accepted until Apr. 04, 2025
Relocation
This position offers relocation based on candidate eligibility.
Security Clearance
This job requires a Security Clearance
Visa Sponsorship
Employer will not sponsor applicants for employment visa status.
Shift
This position is for 1st shift
Equal Opportunity Employer:
Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
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College Financial Representative, Internship Program
Finance Internship Job 38 miles from Elkton
div class="iCIMS_JobContent" h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"span style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"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,/spanspan style="font-size: 11.0pt; font-family: Calibri, sans-serif;"span style="font-family: verdana, geneva, sans-serif; font-size: 10pt;" 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!/span /span/p
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Responsibilities
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pspan style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"Our internship program mimics our full-time Financial Representative career, allowing you to:/span/pullispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Learn how to prospect and network to build your business and client base/span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Develop and execute on a business strategy/span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Call on potential clients and set meetings to understand their financial goals /span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Prepare plans and offer useful recommendations /span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Gain exposure to proprietary planning software platforms /span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Engage in weekly coaching, training, and development meetings/span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Receive Risk Product State Licensing: Life, Accident, and Health/span/lilispan style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"Build life skills that create future career opportunities/span/li/ulp /ppspan style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"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 amp; 63 or CFPsup /sup. 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./span/ppspan style="font-family: verdana, geneva, sans-serif; font-size: 10pt; color: #ffffff;"#LI-Onsite/span/p
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Qualifications
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pspan style="font-size: 12pt; color: #2f5496;"Are you a fit for this internship?/span/pullispan style="font-size: 10pt;"Full-time student; juniors and seniors preferred/span/lilispan style="font-size: 10pt;"Entrepreneurial ambitions and curiosity for sales/span/lilispan style="font-size: 10pt;"Highly involved on campus (leader, athlete, campus orgs, student government, etc)/span/lilispan style="font-size: 10pt;"Excellent time-management skills/span/lilispan style="font-size: 10pt;"Interest in financial literacy and planning tools/span/lilispan style="font-size: 10pt;"Business savvy and desire to increase critical thinking abilities/span/li/ulpspan style="font-size: 12pt; color: #2f5496;"Compensation amp; Benefits/span/pul type="disc"lispan style="font-size: 10pt;"Performance-based earnings and revenue/span/lilispan style="font-size: 10pt;"Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)/span/lilispan style="font-size: 10pt;"Productivity Bonuses/span/lilispan style="font-size: 10pt;"Support for insurance licensing (life, health, DI, LTC)/span/lilispan style="font-size: 10pt;"Support for SIE, Series 6, Series 63 registrations (eligibility required)/span/li/ulpstrongspan style="font-size: 12pt; color: #2f5496;"About Us/span/strong/pp 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./pp /pp 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./pp /pp Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractorssup1/sup for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes./pp /pp 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./pp /ppstrongspan style="font-size: 12pt; color: #2f5496;"Why join Northwestern Mutual/span/strong/pul type="disc"lispan style="font-size: 10pt;"Fortune 500 company (2023)/span/lilispan style="font-size: 10pt;"Top 100 Internship Programs, Yello x WayUp (2022)/span/lilispan style="font-size: 10pt;"5.0+ million clients and growingsup2/sup/span/lilispan style="font-size: 10pt;"$257 billion retail investment client assets held or managed by Northwestern Mutualsup3/sup/span/lilispan style="font-size: 10pt;"Forbes' Best Employers for Diversity (2018-2021)/span/lilispan style="font-size: 10pt;"Unsurpassed financial strengthsup4/sup/span/lilispan style="font-size: 10pt;"Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)/span/li/ulp /ppspan style="font-size: 8pt;"sup1 /sup 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./span/ppspan style="font-size: 8pt;"sup2/sup As of June 30, 2023/span/ppspan style="font-size: 8pt;"sup3/sup Combined client assets of NMIS and NMWMC as of June 30, 2023/span/ppspan style="font-size: 8pt;"sup4 /sup 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 (Samp;P Global Ratings)/span/p
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Salary Range
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USD $500.00 - USD $1,000.00 /Yr.
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