FINANCIAL PROFESSIONAL
Finance Internship Job 9 miles from Ferndale
About the Company
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 Troy 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.
About the Role
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
Responsibilities
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.
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
Required Skills
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.
Preferred Skills
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.
Pay range and compensation package
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.
Financial Services Professional
Finance Internship Job 14 miles from Ferndale
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
· Build a client base by growing relationships with your network and providing guidance
· Gain expertise through sponsored coursework and proprietary agent development training
· Guide clients through important financial decisions using the latest software and our expansive product portfolio
· Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
· The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
· Self-motivation to connect with company provided sales leads and network with new clients
· Strong relationship building, communication, and time-management skills
· A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
· Highly competitive commission structure designed to grow with you
· Passive income opportunities and bonus programs
· Fully paid insurance licensing, SIE, Series 6, Series 63, CFP
· Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
· Flexible in-office schedules once you complete your agent training
· Progressive advancement opportunities
· Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Financial Representative
Finance Internship Job 9 miles from Ferndale
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Advisor
Finance Internship Job 9 miles from Ferndale
Description: 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:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
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
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
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
About Northwestern Mutual
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 a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored, integrated 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 Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 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:
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 (June 2024)
Forbes' Best Employers for Diversity (2023)
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
2024 Training APEX Award winner
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.
No 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. Certified 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. Northwestern 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. Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source:
InvestmentNews
, April 2024. 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: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com.
Associate Financial Advisor
Finance Internship Job 10 miles from Ferndale
Michigan Financial Companies is an independent financial services firm based in Southfield, Michigan, with approximately 100 independent advisors across 30+ branch offices. We are looking for registered individuals who desire to be part of a team. We currently have a specific role with immediate availability on an advisory team based in Sterling Heights, MI. As an Associate Financial Advisor joining a team with an established advisor, you will take over part of a book of business and service clients with the same level of care and attention they have grown to expect from this team. Join our firm for access to first-class resources including training, marketing support, mentorship, financial planning support, technology and more! Our firm conducts business in an open architecture environment, allowing you to provide recommendations based on what is best for your client. This full-time position will be housed in our Sterling Heights, MI office.
Objectives of this Role:
Be an integral member of our firm, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth.
Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation.
Work closely with your paired advisor and administrative team to provide advice to clients in a manner consistent with the team's approach.
Monitor market performance to develop and deliver investment advice and strategies accordingly.
Utilize our seven step Platinum Advisory Process to analyze options creating a financial roadmap and ensuring they are on track to achieving their goals; review client accounts regularly to ascertain if economic or life changes necessitate plan adjustments.
Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordingly.
Skills and Qualifications:
Bachelor's Degree in finance, economics or related field
5 years or more of experience in financial services
Series 7 & 66 registered
Personal integrity; ability to keep client and company confidences
Self-motivated and driven to exceed expectations
Enthusiasm to connect with your community and evolve connections into clients
Desire to be part of a team
Preferred Qualifications:
CFP designation
Experience with financial planning software
Experience with a CRM
Compensation: Base salary (based on experience) + commissions. Benefits including health, vision, dental, short-term disability, long-term disability, term life insurance and 401(k).
Financial Advisor
Finance Internship Job 13 miles from Ferndale
Cruise planners are specialized services or tools designed to assist travelers in planning and booking every aspect of their cruise vacation. These planners can be either digital platforms or personalized services provided by travel agencies or cruise lines
Role Description
This is a full-time remote role for a Financial Advisor at Cruise Planners. The Financial Advisor will be responsible for financial planning, retirement planning, investment management, providing financial advice, and analyzing financial data.
Qualifications
Financial Planning and Finance skills
Retirement Planning expertise
Experience in Investments and Financial Advisory
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and remotely
Certifications such as CFP, CFA, or ChFC are a plus
Bachelor's degree in Finance, Economics, or related field
Financial Advisor
Finance Internship Job 12 miles from Ferndale
You're a Closer. Now it's Time to Close on the Opportunity of a Lifetime.
You've already proven you can close business. But what if every call you took was with a pre-qualified prospect, already interested, already booked, and already searching for help?
What if you never had to cold call again-and could spend every hour doing what you do best: guiding clients, building wealth plans, and making the close?
This is that role.
You're not just looking for another advisory position. You're looking for the right one-where your skills are valued, your time is respected, and your compensation reflects your impact.
At Detroit Financial, you'll work directly with federal employees nationwide, helping them navigate the most important financial decisions of their lives-retirement, income planning, and legacy building.
No prospecting. No cold leads. No dead time. Just real appointments with real people who need your help-every single day.
What You'll Be Doing:
Leading virtual, one-on-one meetings with pre-set, retirement-focused federal employee clients.
Building powerful, personalized retirement plans using AUM and fixed-indexed annuities.
Educating clients on their federal benefits: TSP, pensions, and more-and helping them take action.
Closing business with confidence. You're not here to service-you're here to lead.
What You Bring:
You hold a Life License and Series 65 (or equivalent).
You're a closer, not a talker-someone who drives decisions and moves assets with trust and urgency.
You've worked in financial or retirement planning and know how to run client meetings like a pro.
You're motivated by growth, energized by opportunity, and ready to thrive in a high-volume environment.
Bonus Points If:
You've worked with federal employees or know the ins and outs of their retirement systems.
You're confident in your ability to present virtually and drive results in every meeting.
You've sold or advised on AUM and annuities-and know how to communicate their value clearly.
This is not another average advisory role.
It's a
rare opportunity
for a sales-minded financial professional to plug into a firm that delivers what others only promise: volume, velocity, and real impact.
Appointments are set. The market is niche. The need is urgent. The potential is massive.
Apply Now!
Financial Representative
Finance Internship Job 4 miles from Ferndale
The Guardian Network is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.
As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.
We believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success.
What you'll be doing
Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
Provide clients with information related to financial products and services on an ongoing basis.
Develop and maintain a base of clients who value your input and guidance.
Work with clients to keep their financial plans current and aligned with their goals.
Requirements
Must be a US citizen or permanent resident
A four‐year college degree
Preferred Qualities
Self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding
Desire to help others achieve financial success through planning and protection
Driven to win and seeking a high-income potential opportunity
An interest in building markets through connections and experiences to cultivate long term relationships
About Guardian
A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit *********************
About Park Avenue Securities LLC
Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier - when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you're able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You're also in a prime position to enter new markets you hadn't before considered.
As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success.
Financial Analyst
Finance Internship Job 9 miles from Ferndale
Financial Analyst supporting the OEM business segment. This position will support the OEM business segment, providing financial modeling, reporting, analysis and proactive guidance for new and current business pricing and improvements, market intelligence, capital planning and business strategy.
KEY TASKS
Provide financial modeling and insight for the OEM business across new business quoting, market intelligence, product line profitability and business strategy and long-term business planning
Will interact and serve as a nexus between Corporate Finance, OEM Sales and Engineering, and Program Management
Centrally involved in quoting and pricing process from development and prototype phase through post-launch profitability reviews, including maintaining and improvement of the company OE quoting model/cost estimating model
Assisting the Commercial team in translating quoted costs into Customer cost breakdowns
Provide guidance and approval for all new business quote pricing
Proactively address product line profitability improvement opportunities
Data analytics management across multiple databases including S&P vehicle production & forecasts and company SKU-level profitability
Product line cost and price change tracking and analysis to inform pricing decisions and ensure profitability targets
Program and tooling capital investment oversight, approval and tracking
Ensuring compliance with accounting and finance policies and procedures
Establish and manage Sales & Engineering functional budgets/forecasts
Lead financial analysis for actual, forecast and budget results, interacting across functions and reporting lines
Special projects as required, especially market intelligence, business planning and strategy
REQUIREMENTS
Education:
Bachelor's degree and relevant business experience required
Years of Experience:
3-5 years Financial / Accounting / Business experience, preferably in an Automotive Tier 1 or OEM
Superior candidates will have experience at an Automotive OEM or Tier-1 supplier in roles related to pricing analysis, strategy development, business planning, portfolio planning, procurement/supply chain, financial modeling, data analytics and insights, and/or cost estimating
Other Requirements:
Must have excellent interpersonal skills and ability to work within a team-oriented environment
Advanced knowledge of Microsoft Office (i.e. Word, Excel, Access, PowerPoint)
Financial modeling within Excel
Travel to US manufacturing locations to develop intimate knowledge of production to actively assist in quoting process
Excellent communications skills both written and verbal with ability to interface with all levels of management
Ability to be proactive, work independently with direction
Excellent organizational & analytical skills and ability to multi-task in a changing environment
Timeliness in completing assignments with deadlines and due dates
Financial Analyst
Finance Internship Job 26 miles from Ferndale
About the Role: We are seeking an enthusiastic Financial Analyst to join one of our quickly growing divisions. You'll be assisting in financial modeling, budgeting, forecasting, and various other analytical projects. This is an excellent opportunity for recent graduates or early-career finance professionals looking to build their skills in a supportive, collaborative environment.
Key Responsibilities:
Assist in monthly financial reporting and analysis
Support budgeting and forecasting processes
Conduct variance analysis and identify trends
Help prepare financial presentations for senior management
Collaborate with cross-functional teams to gather data and insights
Qualifications:
Bachelor's degree in Finance, Accounting, or related field
Entry-level or up to 1+ years of relevant financial analysis experience
Strong proficiency in Excel
Excellent analytical and problem-solving skills
Effective communication and interpersonal abilities
Financial Analyst
Finance Internship Job 5 miles from Ferndale
Job Title: Accountant/Financial Analyst
Duration - 12 months
Responsibilities:
• Analyzing financial data using a work management system, ERP System and Asset Management System to understand charging.
• Utilize Excel with intermediate to advanced features to analyze data.
• Have an open attitude toward learning. Ask questions.
• Good communication skills
Minimum Education & Experience Requirements.:
• Students welcome in the field of Accounting, Finance, Business.
• Associate degree or bachelor's degree in business, accounting, finance, economics, or related field.
• Proven experience in the financial industry.
• Proficiency with spreadsheets, databases, and financial software applications.
• Outstanding presentation, reporting, and communication skills.
• Proficient in Word, Excel, Outlook, and PowerPoint.
Financial Analyst
Finance Internship Job 17 miles from Ferndale
Senior Financial Analyst The Financial Analyst III role will be responsible for providing financial support, maintaining financial oversight, and making recommendations on financial issues to their assigned business unit(s) leaders. This role will act as the secondary/supporting financial partner for the assigned business unit(s) management team.
Position Responsibilities:
Review and Analysis of Monthly Results
Coordinate and execute the review of monthly reporting and results process with assigned business unit(s).
Provide analytical support and recommendations on key financial issue, which includes the research and explanation of variances to the plan in coordination with assigned business unit(s).
MIS Issue Resolution
Proactively resolve MIS issues impacting performance and review impact with business unit(s) and Divisional Financial Officers.
Monthly / Annual Forecast Process
Coordinate and execute the monthly / annual forecast analysis process with assigned business unit(s) including the development of targets and coordination with Division Finance Officers and management.
Financial Analysis Support
Provide financial support to business units.
Maintain financial oversight and make recommendations on financial issues to assigned business unit (s).
Act as primary financial partner for assigned business unit(s) and be an active participant at team meetings.
Project Management
Provide project financial support and analytics related to financial and other performance metrics to assigned business unit(s).
Communications and Presentations
Lead and/or present financial analysis and results to business unit(s).
Position Qualifications
Bachelor's degree from an accredited university
2 years of experience in financial analysis
2 years of experience using MIS OR financial reporting/systems tools such as Hyperion
2 years of experience in building financial models
2 years of experience with MS Office including intermediate proficiency in Excel (pivot tables, graphs, charts),Power BI
2 years of experience managing a small to medium projects
2 years of experience presenting data to management
Work Best Category:
Category C - Days in the office will either be designated days or will vary week to week from 2-5 days
Hours:
8:00am - 5:00pm Monday - Friday
Salary:
To Be Determined Based on Individual Experience
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
Finance - Finance Intern
Finance Internship Job 18 miles from Ferndale
Farrow, a wholly owned subsidiary of Kuehne+Nagel Group, is headquartered in Windsor, Canada. Farrow brings to the global trade industry over 110 years of expertise in cross-border customs brokerage, import/export trade compliance consulting, and integrated logistics services (international freight forwarding/global supply chain management, warehousing/distribution, and ground transportation). With operating locations across Canada, the United States, and Europe, Farrow manages over 800 employees with 38 offices and warehouses including those of acquired companies D.J. Powers Co. Inc. and Link+ Corporation. Farrow is proud to be a Canada's Best Managed Companies winner for fourteen consecutive years, achieving Platinum Club status in the most recent eight years - an accomplishment few companies attain.
Position Summary
The Finance Intern will support the finance department by assisting with various day to day including bank reconciliations, journal entries, processing accounts payable, ad hoc report analysis and assigned projects.
Key Responsibilities (Supervisory/Materials/Information)
Assist finance department with reconciling daily cash transactions with third-party vendor.
Assist with preparing monthly journal entries, reconcile corresponding accounts and assist with month-end close duties.
Support vendor accounts and coordinate with the Accounts Payable lead to resolve past-due balances.
Assist finance department with preparing financial reports including ad hoc analysis.
Provide day-to-day assistance as required to all companies and departments.
Undertake various project assignments as required.
Any other related duties as assigned by the Finance Controller, & Manager, Accounting
Education and Experience
Working towards a post-secondary degree in accounting or finance
Core curriculum in accounting or finance completed (Preferred)
Competencies, Working Skills & Attributes
Demonstrated knowledge of personal computer systems and related software including Microsoft Office applications (Microsoft Word, Excel, Access, PowerPoint) is also required
Extremely strong attention to detail
Excellent verbal and written communications
Must have strong problem-solving capabilities
Must have strong organizational and time management skills with the ability to prioritize work
Working Conditions, Mental Effort & Physical Requirements
Ability to sit for extended periods while auditing and/or entering data.
Ability to focus on computer screens and/or written materials for extended periods.
Manual dexterity is required to use desktop computers and peripherals.
Must work under deadlines and related stresses in a timely and efficient manner
Farrow is an equal opportunity employer, committed to diversity and inclusion. Accommodations for job applicants with disabilities are available on request. Other details
Job Function Blue Collar
Pay Type Hourly
Employment Indicator Internship
Travel Required No
Required Education Some College
Job Start Date Monday, May 5, 2025
Financial Institutions Mergers and Acquisitions Summer Intern
Finance Internship Job 9 miles from Ferndale
Doeren Mayhew is a $170 million certified public accounting and advisory firm headquartered in Troy, Michigan, with o??ices in Grand Rapids, Saranac, Houston, Miami, Atlanta, Dallas, Charlotte, Tampa, Zurich and London. Founded in 1932, Doeren Mayhew is recognized as one of the Top 55 largest CPA firms in the U.S. If you want to join a company positioned for successful future growth and is consistently named among the 50 best-managed firms in the nation, this is the place for you!
Doeren Mayhew is ranked by Callahan & Associates as the #1 auditor in the nation for credit unions. Our Financial Institutions Group is comprised of cross-functional professionals delivering industry-focused expertise to more than 350 institutions across the nation. Our group of trusted advisors assists a wide range of financial organizations in assessing opportunities, managing risk and delivering stakeholder value.
We are seeking an experienced Mergers & Acquisitions (M&A) Summer Intern to join our Financial Institutions Group in Troy, MI office. This is a small growing team with significant deal flow.
Responsibilities:
Support M&A transactions and strategic advisory engagements, interacting with senior team members, client management teams and other advisors
Assist with financial modeling, creation of presentations, research, due diligence and other tasks as necessary
Build, update and maintain detailed financial models
Conduct market and economic research
Draft investment memos, presentations, and recommendations throughout the deal process
Ensure high-quality deliverables for internal and external end-users
Qualifications:
Actively pursuing Bachelor s or Master s degree in Accounting and/or Finance or related degree
3.5 GPA (cumulative and major)
Interest in pursuing certifications such as CPA, CVA, CFA, Series 79
Prior accounting or finance internship experience preferred
Prior leadership experience preferred
Proficiency in Microsoft Excel and PowerPoint
High degree of curiosity, willingness to learn, and enthusiasm
Ability to demonstrate strong analytical and problem-solving skills
Ability to manage multiple projects and deadlines
Excellent organization, communication and teamwork abilities
Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.
Financial Services Professional
Finance Internship Job 13 miles from Ferndale
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
· Build a client base by growing relationships with your network and providing guidance
· Gain expertise through sponsored coursework and proprietary agent development training
· Guide clients through important financial decisions using the latest software and our expansive product portfolio
· Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
· The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
· Self-motivation to connect with company provided sales leads and network with new clients
· Strong relationship building, communication, and time-management skills
· A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
· Highly competitive commission structure designed to grow with you
· Passive income opportunities and bonus programs
· Fully paid insurance licensing, SIE, Series 6, Series 63, CFP
· Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
· Flexible in-office schedules once you complete your agent training
· Progressive advancement opportunities
· Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Financial Advisor
Finance Internship Job 9 miles from Ferndale
Description: 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:
· Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
· Build personalized, holistic financial plans tailored to every client's unique needs
· Manage your client's financial plans to help them achieve their goals
· Grow relationships with clients to support them through every stage of life
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
· Performance-based earnings and revenue1:
o
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
o
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
You could be right for this opportunity if you have:
· Bachelor's degree
· Entrepreneurial ambitions to be a business owner
· History of success in relationship-building or client-facing roles
· Excellent time-management skills
· Desire for continuous learning and collaboration
· Proficient critical thinking skills
· Strong communicator
· Strong sense of motivation and drive
· Legal authorization to work in the US without sponsorship
About Northwestern Mutual
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 a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored, integrated 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 Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 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:
· 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 (June 2024)
· Forbes' Best Employers for Diversity (2023)
· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
· 2024 Training APEX Award winner
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.
No 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
Certified 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.
Northwestern 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.
Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source:
InvestmentNews
, April 2024.
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: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
Financial Representative
Finance Internship Job 13 miles from Ferndale
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Analyst
Finance Internship Job 5 miles from Ferndale
Job Title: Accountant/Financial Analyst
Duration: 12 months (03/31/2025 to 03/31/2026)
Top 3 Skills Required:
Experience analyzing financial data using systems like ERP and Asset Management, especially in relation to understanding financial performance in SAP.
Strong skills in using Microsoft Office (Excel, Word, Outlook, PowerPoint) and other financial software tools.
Experience with data manipulation, financial report creation, and performing in-depth financial analysis.
Education
Associate or bachelor's degree in business, Accounting, Finance, Economics, or a related field.
Responsibilities:
Students pursuing a degree in Accounting, Finance, or Business are welcome to apply.
Proven experience in the financial industry is a plus.
Strong proficiency in spreadsheets, databases, and financial software applications.
Excellent communication, presentation, and reporting skills.
Use Excel (intermediate to advanced) for data analysis and reporting.
Maintain a learning attitude, ask questions, and stay open to new challenges.
Collaborate with team members and communicate effectively regarding financial insights.
Financial Institutions Mergers and Acquisitions Summer Intern
Finance Internship Job 9 miles from Ferndale
Doeren Mayhew is a $170 million certified public accounting and advisory firm headquartered in Troy, Michigan, with o??ices in Grand Rapids, Saranac, Houston, Miami, Atlanta, Dallas, Charlotte, Tampa, Zurich and London. Founded in 1932, Doeren Mayhew is recognized as one of the Top 55 largest CPA firms in the U.S. If you want to join a company positioned for successful future growth and is consistently named among the 50 best-managed firms in the nation, this is the place for you!
Doeren Mayhew is ranked by Callahan & Associates as the #1 auditor in the nation for credit unions. Our Financial Institutions Group is comprised of cross-functional professionals delivering industry-focused expertise to more than 350 institutions across the nation. Our group of trusted advisors assists a wide range of financial organizations in assessing opportunities, managing risk and delivering stakeholder value.
We are seeking an experienced Mergers & Acquisitions (M&A) Summer Intern to join our Financial Institutions Group in Troy, MI office. This is a small growing team with significant deal flow.
Responsibilities:
* Support M&A transactions and strategic advisory engagements, interacting with senior team members, client management teams and other advisors
* Assist with financial modeling, creation of presentations, research, due diligence and other tasks as necessary
* Build, update and maintain detailed financial models
* Conduct market and economic research
* Draft investment memos, presentations, and recommendations throughout the deal process
* Ensure high-quality deliverables for internal and external end-users
Qualifications:
* Actively pursuing Bachelors or Masters degree in Accounting and/or Finance or related degree
* 3.5 GPA (cumulative and major)
* Interest in pursuing certifications such as CPA, CVA, CFA, Series 79
* Prior accounting or finance internship experience preferred
* Prior leadership experience preferred
* Proficiency in Microsoft Excel and PowerPoint
* High degree of curiosity, willingness to learn, and enthusiasm
* Ability to demonstrate strong analytical and problem-solving skills
* Ability to manage multiple projects and deadlines
* Excellent organization, communication and teamwork abilities
Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.
Financial Advisor
Finance Internship Job 33 miles from Ferndale
Financial Representative (Career Changers Encouraged To Apply)
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
4. 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.
Compensation & Benefits
You could be right for this opportunity if you have:
Are you ready to build your best life and enhance the lives of your clients? Apply now!
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and 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 are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone's different viewpoints bring new successes!
Seniority Level
Mid-Senior level
Industry
Financial Services
Employment Type
Full-time
Job Functions
Finance
Skills
Financial Planning
Financial Advisory
Annuities
Market Analysis
Retirement
Fostering inclusivity
Skill Development
Wealth Management Services
Compensation
English