Financial Professional
Finance Internship Job 7 miles from New Haven
We are looking for Experienced Advisors to join our Team
You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.
Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:
· Our open architecture platform for client solutions
· Our competitive payouts
· Our practice building support
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.
When joining Prudential Advisors, we offer
· Pension Enhancement for Top Financial Professionals
· Prudential Employee Savings Plan (PESP) - 401(k)
· Cash Balance Pension Plan
· Medical, Dental, and Vision benefits
· Robust compensation packages
· Transition support
· Practice Building programs
· Access to Prudential clients
PAMR-244
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 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 Advisor
Finance Internship Job 24 miles from New Haven
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
The 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 Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
Job Responsibilities
The 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 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 Representative
Finance Internship Job 7 miles from New Haven
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 (a rare offering among
Fortune
500 companies). 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.
Intern - Finance
Finance Internship Job 7 miles from New Haven
Meet MedPro Group. We're an industry-leading Berkshire Hathaway insurance company with a passion for our clients and our team. We are hundreds of professionals with varied backgrounds and experience levels who came together to achieve one goal: protecting those who have made it their mission to serve and care for others. Never considered the insurance industry before? We think you should.
In this role, you will…
* Assist with managing daily communications with various internal and external commissions stakeholders.
* Complete various monthly and quarterly commission reports.
* Collaborate with Accounts Payable and Licensing team to effectively manage commission vendor records.
* Perform monthly Broker of Record (BOR) maintenance audits within various company systems.
* Help build and maintain quarterly commission metrics reporting.
* Provide support in maintaining the accuracy of commission data within the commission database.
* Learn and improve skills within Microsoft Office.
* Assist on other expense projects as needed.
* Actively participate in MedPro Group's company programs and initiatives.
We are looking for candidates with…
* At least 1 year completed of Bachelor's Degree in Accounting, Finance or a related field.
* Good verbal and written communication skills.
* Self-motivation and ability to meet expectations while working independently and on teams.
* Multi-tasking skills in a fast-paced environment.
* Organization, analytical, process/controls, and problem-solving skills.
* Ability to learn and improve technical skills in MS Office Suite software such as Excel and PowerPoint.
* Ability to effectively manage assignments.
* Year-round availability: 15-20 hours/week during the school year and 40 hours/week during the summer.
* Authorization to work in the United States without requiring visa sponsorship, both now and in the future.
Why MedPro?
MedPro Group's mission is built on a century-old legacy of protecting those who protect others. From our roots in our hometown of Fort Wayne, Indiana, we've worked diligently to become the nation's premier healthcare liability coverage provider, currently insuring more than 300,000 customers. With that growth, we've built a significant presence in all 50 states. Our team works across the country to provide the best strategies to mitigate risk and preserve the reputations of those who have entrusted their good name to us. That passion - built on a foundation of a culture that values uncompromised integrity, obsessive client focus, great teamwork, and a long-term mindset - make MedPro a preferred employer that many call their career home.
General:
MedPro Group is an Equal Opportunity Employer.
#LI-AB1
Summer Internship - Finance
Finance Internship Job 21 miles from New Haven
Company: Rieke LLC Employment Type: Hourly | Intern Function: Finance Equal Opportunity Employer Minorities/Women/Veterans/Disabled Main Duties & Responsibilities TriMas Packaging Summer Internship Program - 2025
TriMas Packaging is seeking highly motivated and driven students to join our 2025 Summer Internship Program. As an intern, you will gain valuable hands-on experience, work alongside industry experts, and contribute to meaningful projects in a dynamic and results-oriented environment.
Our internship program is designed to provide students with real-world exposure to the packaging industry while fostering professional growth and development. Interns will have the opportunity to collaborate with cross-functional teams, engage in innovative projects, and receive mentorship from experienced professionals.
Internship Details:
* Duration: 9 Weeks (Internships may be extended)
* Location: Auburn, Indiana
* Compensation: Competitive, paid internship (compensation varies based on university seniority level)
At TriMas Packaging, we are committed to identifying and developing top talent. Our internship program serves as a pathway to potential full-time opportunities, providing interns with a strong foundation for a successful career in the industry.
Qualifications
Qualifications:
* 3.0 GPA and above
* Must be currently enrolled in a bachelor's or master's degree program
* Employees must be legally authorized to work in the United States.
* Verification of employment eligibility will be required at the time of hire.
* Visa sponsorship is not available for this position.
Financial Advisor - PNC Investments
Finance Internship Job 24 miles from New Haven
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Bluffton Central, IN.
Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.Job Description
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Personal Lines Advisor
Finance Internship Job 7 miles from New Haven
????JOB SUMMARY AND PURPOSE
The Personal Lines Advisor position is crucial to the day-to-day operations and long-term goals of the organization. From driving new client acquisitions, to servicing accounts, to retaining Personal insurance accounts, this position s responsibilities are equally varied and vital. A strong work ethic, ability to take on multiple responsibilities, and knowledge of agency procedures and standards are a must
ESSENTIAL DUTIES:
Sales Produces minimum of $25,000 premium per month; $300,000 premium annually
Develop and implement marketing strategy for new sales leads.
Network within appropriate industry groups that have been identified as prospecting targets
Update CRM database consistently and frequently with prospecting
Build and maintain a prospect pipeline that meets objectives laid out by sales manager
Establish meaningful relationships with the intention of earning their business
Actively solicit and process additional lines of coverages for all accounts.
Work to ensure retention goals are met
Consulting and Advising Responsible for counseling and guiding the Client throughout the entire process. Is recognized as the main point of contact.
Desire to build meaningful relationships with Clients and prospective clients
Helps client evaluate the market by pulling quotes from carriers and negotiating directly when possible to get the best rates.
Evaluate, educate and advise on coverages and available plans.
Challenges assumptions in pushing Clients to consider difficult issues that are in their best interest.
Evaluates emerging opportunities and risks to identify and articulate defensible options and recommendations.
Ability to handle complex accounts
Customer Relationship Management Builds relationships with the Client and advises Client on the most efficient and effective methods to meet short-term and long-term goals.
Act as liaison between Client and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems.
Responds to Client needs in a timely, professional, helpful and courteous manner, regardless of Client attitude.
Strives to meet service standards in all circumstances.
Follows up with Clients to ensure that their needs have been met.
Maintain confidential information
Insurance Industry Knowledge Demonstrates solid knowledge and ability of the industry, including competitive and customer trends, to strategically direct Clients and solve situations.
Proficient in the Personal Insurance marketplace (home, auto, life, umbrella, etc.); carriers, underwriting requirements and the coverages they offer
Continually develops industry knowledge by attending seminars, classes, conferences, etc.
Identifies current industry trends and explains industry trends to Clients
Understanding of contracts, carrier products, coverage forms and underwriting guidelines.
Team Leadership Helps to build strong, highly-engaged, efficient teams.
Works with Account Manager and Personal Lines Manager efficiently, respectfully and effectively establishes priorities and timelines
Leads the Account Manager and gives directives for the best outcomes of Client renewals and service issues/questions.
Advocates and helps facilitate communication with Account Managers and Clients.
Addresses gaps in team expertise.
Follows Personal Lines Team workflows and procedures to ensure optimum efficiency among the team.
Delegates responsibility rather than taking charge or micro-managing when Account Managers have the capability. Supports Account Managers taking independent action.
Assists in the training of new team members joining the Personal Lines Department.
ADDITIONAL DUTIES:
Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
Perform other duties as assigned.
EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE:
Prefer bachelor s degree or at least an Associate s degree or equivalent from two-year College or technical school.
High school diploma or equivalent is required
Prefer a minimum of one year of related industry experience and/or training.
Maintain a current Indiana Property & Casualty Insurance license.
SKILLS:
Proficient in Microsoft Office Suite and Adobe Acrobat.
Ability to perform duties in a high-pressured, fast-paced environment
Must be highly organized and detailed with the ability to prioritize and remain flexible
Professional telephone skills and etiquette
Self-motivated and able to work both independently with limited supervision and within a team
Attention to detail
Excellent oral and written communication skills
Ability to respond to common inquiries or complaints from customers or carriers
Ability to prepare proposals for presentation and review
Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
Ability to think independently and critically
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to read, analyze, and interpret industry policies and contract documents.
Ability to effectively present information to Insured s and carriers.
Ability to write and prepare proposals for presentation and review
STARTING COMPENSATION:
Differs with experience.
The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbent s may be requested to perform job-related tasks other than those stated in this description.
Financial Advisor
Finance Internship Job 7 miles from New Haven
Job Details Dupont - Fort Wayne, IN Full Time FinanceJob Overview
Fort Financial Credit Union fosters a positive culture that prioritizes the well-being and development of its employees. Being a community-focused organization, we believe that investing in employees not only enhances individual health and potential, but it also contributes to the overall success of our organization and community. Our mission as a credit union is to build financial relationships with our members and be their trusted financial advisors.
As a Financial Advisor, you will assess financial needs and develop investment strategies and plans for our members. The preferred candidate will demonstrate strong interpersonal and communication skills, exceptional attention to detail, a commitment to accuracy, outstanding service, adaptability, and excellent time management abilities. This position is ideal for advisors seeking a role that eliminates the need for prospecting activities like cold calling, meeting strict contractual minimums, or being restricted to selling proprietary products.
Job Type: Full-Time
Location: Fort Wayne, IN
Pay Structure: Base salary plus commission
Travel: Minimum travel 1-2 days a week within a 50-mile radius of Fort Wayne
Responsibilities:
Maximize referral opportunities by identifying areas for improvement and providing tailored advice to enhance members' financial performance.
Proactively promote and support financial plan creation and the managed money program as key strategies for gaining a comprehensive understanding of members' needs and delivering holistic financial solutions.
Conduct annual meetings with each member to review the past year's performance, set goals for the upcoming year, and develop strategies to enhance their portfolio.
Attend board meetings and report on assigned areas of responsibility as requested or assigned.
Communicate goals and direction with the CEO and Board of Directors to have a clear understanding of rules, policies, procedures and expectations.
Oversee and provide leadership to the Financial Advisor Assistant, ensuring they are effectively supported and aligned with the team's goals and objectives.
Skills & Qualifications
Required Skills:
General experience and knowledge with computers and technological applications.
Attention to detail, communication, analytical, time management, and organizational skills.
Possess a strong financial acumen including insurance and investment knowledge with advanced skills in financial analysis.
Ability to maintain confidentiality and act within members' best interests.
Demonstrated ability to lead and manage the team effectively, fostering collaboration and driving performance toward shared goals.
Ability to comply with all legal and regulatory requirements using ethical judgement and integrity.
Qualifications:
Required Experience: 2-10 years of investment management and/or financial planning experience and some management experience.
Preferred Experience: 1-3 years of management experience.
Required Certifications & Licenses: FINRA Series 7 and 63/65 (or 66) securities licenses. Life and health insurance license.
Preferred Education: Bachelor's Degree
Benefits:
Education/Scholarship Assistance
Training/Career Development Programs
PTO & 13 Paid Holidays
Pension & 401k Retirement Plans
Health/Dental/Vision Insurance Plans
Flex Spending Account & Health Reimbursement Arrangement
Employer Paid Life & Voluntary Life Insurance
Employer Paid Short-Term & Long-Term Disability
Accident, Critical Illness, & Hospital Confinement Plans
Finance Internship
Finance Internship Job 25 miles from New Haven
This is a Summer 2025 Internship.
Responsibilities
Assist finance department in data analytics, strategic projects and business valuation models
Assist management in developing presentations
Develop reports in Excel to present data
Other duties as assigned
Qualifications
Pursing a Bachelor's degree in Finance, at least a junior class standing
GPA 3.0 or above
Ability to work at least 12 hours per week during the spring semester
Strong professional verbal and written communication skills
Excellent interpersonal skills, team coordination, and the ability to work with all levels of management, clients and vendors
Must be self-driven and able to complete tasks without specific direction
Ability to meet deadlines
Strong analytical skills
Experience in Microsoft Office is a must
Steel Dynamics, Inc., and all affiliated entities are equal opportunity employers.
Financial Advisor
Finance Internship Job 24 miles from New Haven
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.
\#LI-USFATA
Financial Advisor - The Citizens National Bank
Finance Internship Job 26 miles from New Haven
divpb Financial Advisor - /bThe Citizens National Bank/ppb Your career path should lead to real opportunity /b/pp/pp LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at The Citizens National Bank in Van Wert, OH would allow you to join the Investment Program at The Citizens National Bank as a Financial Advisor associated with LPL Financial.
Under this model Financial Advisors are not employees of LPL Financial.
/pp/pp The Investment Program at The Citizens National Bank supports the local community with a complete menu of financial services.
You will join a team that is dedicated to helping clients in every stage of their financial life.
/pp/pp This exciting position will allow you to grow your career and business, helping the people and families that look to The Citizens National Bank for financial solutions.
This position will offer:/pulli The ability to service an existing book of business upon hire/lili The ability to build a strong client base with the Bank's exceptional referral system/lili Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals/lili The opportunity to find new clients via the bank's client base/lili The opportunity to create client solutions without proprietary products/lili The ability to grow your business with LPL's combination of tools, technology, and support/lili The benefit of LPL's experience helping financial institutions grow and maximize their investment programs/lili The opportunity to capitalize on the bank's reputation and community standing/li/ulp/pp As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients.
Your partnership includes:/pulli Access to our proprietary technology and a suite of customized services/lili An open architecture platform with access to thousands of investment products from leading third-party product sponsors/lili Resources and expertise across the firm to help you create client solutions/lili The freedom to create solutions specific to your client's goals/li/ulp/pp Whatever your vision of success, we're with you every step of the way.
/pp/ppb Requirements:/b/pulli Series 7 and 66 (63/65) required/lili Insurance license required/lili Three or more years of investment sales experience /li/ulp/ppb Apply online at: /bBy submitting an application, you are not applying for employment with LPL Financial.
Employment is with The Citizens National Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
/pp/pp***REQUIRED DISCLOSURE(S)/pp These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Citizens National Bank.
/pp/pp Tracking # 1-05026674/pp style="text-align:inherit"br/ /pPay Range:40000 - 55000p style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:inherit"br/ /pThe salary range is dependent on a number of factors, including the applicant's skill, experience, and work location.
This position is also eligible to earn sales incentive compensation.
p style="text-align:inherit"/pp style="text-align:inherit"/p/div
Financial Consultant
Finance Internship Job 7 miles from New Haven
Why Choose Meron Financial Agency?
Are you a top performer but not being paid like one? Or maybe you are paid well but sacrificing time with your loved ones? At Meron Financial Agency, we believe you shouldn't have to choose between financial success and personal freedom. We're a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a client-centric approach, cutting-edge technology, and a supportive team environment, we offer the tools and opportunities you need to thrive.
We are looking for passionate, driven individuals who want to make a meaningful impact on people's lives as financial consultants.
Whether you're starting your career or looking for a new challenge, we provide the platform for you to succeed while enjoying work-life balance. If you're ready to step into a rewarding career, we'd love to have a conversation about how your skills can contribute to our team.
Qualifications:
Must reside in the US
Must be a US citizen or legal/permanent resident
Compensation Structure:
Commission-Only with no ceiling to your earning potential
Average agents earn $800 - $1,200 per policy starting out
Part-time agents can earn $50,000+ in the first year
Full-time agents have the potential to make $80,000 - $300,000+ in their first year
Agency Owners can generate system-driven income of $200K - $500K+ annually
Plus, with our streamlined lead generation system, there's NO COLD CALLING. You'll only be contacting individuals who have already requested information.
What Makes Us Different:
No Cold Calling - We Provide the Leads
Agency Ownership Program
Leadership Development
Fully-Expense Paid Trips
Work-Life Balance
One-on-One Mentorship
Cutting-Edge Technology
Partnerships with 60+ A+ Rated Insurance Companies (Foresters, Mutual of Omaha, Transamerica, Americo, and more)
Bonuses (Producer Bonus, Capital Bonus, and more)
Passive Income Opportunities
Relationships Matter - People Come First
Ready for your next career move? Apply today to unlock your potential at Meron Financial Agency!
Financial Advisor-Licensed
Finance Internship Job 37 miles from New Haven
State Bank, a growing community bank, has an exciting employment opportunity in our Defiance office! We are looking for a Full Time Financial Advisor to join our dynamic team of sales and service professionals.
We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more!
In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve.
Apply Today and see why State Bank is a great place to work!
Equal Opportunity Employer
Financial Professional - Team Sponsored Launch - Endeavor Financial Group
Finance Internship Job 26 miles from New Haven
Our well established, high performing team is currently looking for a Support Advisor. This position provides support to Endeavor Financial Group's existing client base. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must.
Team Sponsored Launch provides stability of income while you work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group.
Responsibilities:
* Learn and understand the entire operation of Endeavor Financial Group
* Participate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industry
* Meet with new and existing clients to build a book of business and grow relationships
* Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
* Position products, services, and strategies to help clients gain financial clarity
* Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
* Participate in events to attract new clients and provide financial education to the local community
* Finalize, submit, and track all client paperwork for account and application changes
* Collaborate with Lead Advisor on complex scenarios
* Schedule, prep, and document all your client meetings
* Additional responsibilities may be assigned in accordance with business needs
Characteristics:
Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. You could be a successful addition to our team if you are:
* Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player
* Motivated by helping others and relationship-oriented
* A natural coach or guide with strong interpersonal skills
* Passionate about living a life of generosity by serving others, not just selling products
Compensation:
$50,000 - $80,000 plus the opportunity for commissions
Position Requirements:
* Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65)
* Life, Health, and Annuities registration required
* Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
* Ability to maintain integrity of sensitive/confidential information
As part of Thrivent's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Financial Advisor
Finance Internship Job 49 miles from New Haven
Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others?
The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting with the establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union provides services within 12 counties of members *, therefore, the Advisor will travel to meet with members in the membership counties.
*Field of membership counties: Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash, and Wells
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions:
Connect with members and prospective clients via telephone calls and in person.
Analyze data collected from members in order to develop a financial plan that meets the member's specific needs.
Conduct annual reviews with each client.
Develop, submit to Credit Union Service Organization for approval, and present education seminars/workshops on topics of interest to members.
Assist in the development of a marketing plan for products and services offered through Credit Union Service Organization (CUSO).
Become familiar with all products and services offered through the credit union and cross-sell as the opportunity arises.
Records all sales, transactions, and pertinent conversations are documented.
Keep prospectus and sales literature stocked and current.
Compile monthly activity and sales reports for Via Credit Union as well as quarterly and annual production reports.
Maintain member files.
Oversee signature guarantee program and maintain logs.
Maintain Investment Department website.
Ensure the Investment Department is in compliance with FINRA.
Maintain advertising and complaint files as required by the FINRA.
Be prepared for compliance audits by the state or Credit Union Service Organization and correct any deficiencies.
Complete continuing education to maintain licenses.
Compile production and marketing projections, in December, and develop an Investment Department budget for the next year.
Promote and exemplify Via CU' s commitment to members through great service.
Interface with other departments as needed.
Build strong relationships with all members, staff, and prospective members.
Keep key employees informed and educated so they can promote the products and services the Investment Department has to offer.
Position Requirements and Qualifications:
Education: High School Diploma or equivalent required; bachelor's degree preferred
Experience:
2 or more years of sales experience in the financial services industry, preferably in a bank or credit union.
Technical knowledge about various insurance and investment vehicles with regards to tax implications
Knowledge of Social Security, Medicare, and Medicaid
Computer Skills:
Word and Excel
Computer literate
Certifications & Licenses:
FINRA Series 7, 63/65 (or 66) securities licenses (or better)
Life and Health Insurance licenses
License in long term care and P & C preferred
Clean U-4 and Background
Certified Financial Planner (CFP) designation preferred
Valid driver's license, must be insurable
Expectations:
Demonstrate and consistently model the Via CU brand based on the mission, vision, and values.
Demonstrate honesty and integrity and be seen as credible in the workplace.
Accept responsibility and be accountable for your actions.
Demonstrate ability to take care of the members' needs while following company procedures, maintain confidentiality, demonstrating the ability to handle sensitive matters.
Demonstrate and model strong interpersonal skills, maintain a positive and respective attitude.
The ability to formulate sound decisions using the available information.
Act as a role model within and outside of the department.
Adhere to company policies and procedures, maintaining confidentiality, and demonstrating the ability to handle sensitive matters.
Excellent organizational skills and initiative to improve processes.
Communicate regularly with department head about issues.
Demonstrate flexible and efficient time management, ability to work independently and prioritize work and complete within given deadlines.
Physical Demands:
N (Not Applicable) Activity is not applicable to this position.
O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs./day)
F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs./day)
C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs./day)
Occasionally: Reach above Shoulder, Squat or Kneel, Lift/Carry over 20 -100 lbs.
Frequently: Reach Outward, Bend, Lift/Carry and/or Push/Pull 11-20 lbs.
Constantly: Sit, Stand, Walk, Manually Manipulate, Visual Accuity, Talk, Hear/Listen, Lift/Carry 10 lbs. or less, Push/Pull 12 lbs. or less
Not Applicable: Crawl, Climb
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Desktop Support Analyst Intern
Finance Internship Job 7 miles from New Haven
Full-time, Internship Description
Desktop Support Analyst Summer Internship - May 14th - August 1st, 2025
Ruoff Mortgage is looking for an IT Desktop Support Analyst intern. This position will assist the Desktop Support team in the IT Department with various tasks for the company-wide Ruoff team.
Requirements
Responsibilities
Learn and discover the intricacies of Microsoft Intune and Autopilot as we spear head a project to replace the companies' aging laptops
Assist in the replacement of printers/scanners/copiers while learning the functionality of a print server
Help manage inventory and proper disposal of assets utilizing Active directory, security applications, and Asset management software
Active Directory revamp: Help us create dynamic groups that automate the way Ruoff works and provides correct access to its users
Maintains a professional image and standards consistent with company policies and procedures
Responsible for a high level of confidentiality and security while handing personal information; verbal and/or written documentation
Perform other tasks as requested
Knowledge, Skills and Abilities
Must be working towards Bachelor's degree in Information Technologies, Computer Science, Cyber Security, or related field.
Knowledge of networking protocols, PC hardware and software installation, Active Directory, M365, Entra AD administration and similar skills needed
Technical writing skills are a plus
Proficient with Microsoft Office products: Excel, Word, and Outlook
Attention to detail, multi-tasking and broad communication skills are essential
Merrill Financial Solutions Advisor - Indiana Market
Finance Internship Job 7 miles from New Haven
Indianapolis, Indiana;Lafayette, Indiana; Jasper, Indiana; Zionsville, Indiana; Terre Haute, Indiana; Bloomington, Indiana; Fort Wayne, Indiana; South Bend, Indiana **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
**The Advisor Development Program (ADP) Journey:**
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
**We'll help you:**
+ Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!
+ Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
**As a Merrill FSA, you can look forward to:**
+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
+ Marketing strategies to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
+ Potential Opportunities for professional growth.
+ Leadership opportunities, including leading client and conference seminars
**We're a culture that:**
+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
**Required Qualifications:**
+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**
+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
+ Self-starter who efficiently manages time and capacity
+ Sets and accomplishes goals, achieving whatever you put your mind to
+ Builds and nurtures strong relationships
+ Collaborates effectively with others to get things done
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
+ Likes to learn, adapts to new information and seeks the right solutions for clients
+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
**Desired Qualifications:**
+ Proven ability to partner and promote lead generation
+ Experience balancing investment management, sales activities, and new client development
+ Strong computer skills and the ability to multitask in a demanding environment
+ Bachelor's degree, preferably in business-related field
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
+ Obtained insurance licenses
**Skills:**
+ Account Management
+ Client Investments Management
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Advisory
+ Business Development
+ Fraud Management
+ Pipeline Management
+ Portfolio Management
+ Client Experience Branding
+ Issue Management
+ Prospecting
+ Referral Identification
+ Sales Performance Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (******************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Analyst, Plant Finance
Finance Internship Job 48 miles from New Haven
Reporting to the Finance Team Lead, you will perform research for assigned financial area. Present recommendations to management. Identify and investigate issues related to assigned projects. May perform business partnering, analytics, AOP & Strat Plan, monthly forecasting, Metrics & Scorecard, and Period close. Minimum 3 years related experience.
Position Responsibilities
* Be a partner for specified function on accounting and finance related questions. This will involve the ability to assess needs, resolve risks and opportunities.
* Participate in the preparation and compilation of the annual operating plan (AOP) and strategic plan for assigned component of the P&L and related balance sheet accounts.
* Update the monthly forecast for assigned department based on business changes. Communicate changes to business partners by providing specific, actionable and forward-looking commentary on the changes and guidance on potential risk.
* Participate in month-end/quarter-end close activities to ensure completion of assigned tasks, including identification and resolution of unusual items and issues promptly.
* Provide comprehensive financial analysis and models for requests depending on the assigned department (product development, customer analysis, competitive analysis, pricing).
* Responsible for project work that will rotate and cut across several different financial disciplines including FP&A, new product development, manufacturing investments, and in-market investments.
* Lead the development of metrics, scorecards and reporting for assigned department.
* Evaluate and deliver periodic metrics, scorecards and reports
* Periodic interaction with operations on the production floor.
Position Qualifications
* Bachelor's degree in Accounting, Finance or related degree required
* 3+ years of professional general business and financial experience
* Experience in P&L management, along with knowledge of financial systems and general accounting concepts.
* Proficiency in MS Excel (i.e. VLOOKUPS, SUMIFS, Pivot Tables, etc.)
* Experience with SAP or other software tools preferred.
* At this time, we require applicants for this role to be legally authorized to work in the United States without requiring employer sponsorship either now or in the future.
Number of Days in Office: 5
Relocation assistance is available for this position. Preference will be given to local candidates.
#LI-GS1
#LI-Associate
#LI-Onsite
Compensation:
Pay Range:$62,000-$91,000
The annual salary listed above is the expected offering for this position. An employee's actual annual salary will be based on but not limited to: location, relevant experience/level and skillset, while balancing internal Conagra employees' equity. Conagra Brands will comply with applicable law regarding minimum salaries for exempt employees.
Our Benefits:
We care about your total well-being and will support you with the following, subject to your location and role:
* Health: Comprehensive healthcare plans, wellness incentive program, mental wellbeing support and fitness reimbursement
* Wealth: Great pay, bonus incentive opportunity, matching 401(k) and stock purchase plan
* Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement
* Balance: Paid-time off, parental leave, flexible work-schedules (subject to your location and role) and volunteer opportunities
Our Company:
At Conagra Brands, we have a rich heritage of making great food. We aspire to have the most impactful, energized and inclusive culture in food. As a member of our 18,000+ person team across 40+ locations, you are empowered to reach your potential, make an impact and own your career. We're in the business of building champions - within our people and our iconic brands like Birds Eye , Slim Jim and Reddi-Wip.
Our focus on innovation extends beyond making great food, it also reflects our commitment to embracing new solutions that positively impact our team, the communities we serve and the health of our planet. Foodies Welcome.
Conagra Brands is an equal opportunity employer and considers qualified applicants for employment without regard to sex, race, color, religion, ethnic or national origin, gender, sexual orientation, gender identity or expression, age, pregnancy, leave status, disability, veteran status, genetic information and/or any other characteristic or status protected by national, federal, state or local law. Reasonable accommodation may be made upon request.
Financial Analyst, Plant Finance
Finance Internship Job 48 miles from New Haven
Reporting to the Finance Team Lead, you will perform research for assigned financial area. Present recommendations to management. Identify and investigate issues related to assigned projects. May perform business partnering, analytics, AOP & Strat Plan, monthly forecasting, Metrics & Scorecard, and Period close. Minimum 3 years related experience.
Position Responsibilities
Be a partner for specified function on accounting and finance related questions. This will involve the ability to assess needs, resolve risks and opportunities.
Participate in the preparation and compilation of the annual operating plan (AOP) and strategic plan for assigned component of the P&L and related balance sheet accounts.
Update the monthly forecast for assigned department based on business changes. Communicate changes to business partners by providing specific, actionable and forward-looking commentary on the changes and guidance on potential risk.
Participate in month-end/quarter-end close activities to ensure completion of assigned tasks, including identification and resolution of unusual items and issues promptly.
Provide comprehensive financial analysis and models for requests depending on the assigned department (product development, customer analysis, competitive analysis, pricing).
Responsible for project work that will rotate and cut across several different financial disciplines including FP&A, new product development, manufacturing investments, and in-market investments.
Lead the development of metrics, scorecards and reporting for assigned department.
Evaluate and deliver periodic metrics, scorecards and reports
Periodic interaction with operations on the production floor.
Position Qualifications
Bachelor's degree in Accounting, Finance or related degree required
3+ years of professional general business and financial experience
Experience in P&L management, along with knowledge of financial systems and general accounting concepts.
Proficiency in MS Excel (i.e. VLOOKUPS, SUMIFS, Pivot Tables, etc.)
Experience with SAP or other software tools preferred.
At this time, we require applicants for this role to be legally authorized to work in the United States without requiring employer sponsorship either now or in the future.
Number of Days in Office: 5
Relocation assistance is available for this position. Preference will be given to local candidates.
#LI-GS1
#LI-Associate
#LI-Onsite
Compensation:
Pay Range:$62,000-$91,000
The annual salary listed above is the expected offering for this position. An employee's actual annual salary will be based on but not limited to: location, relevant experience/level and skillset, while balancing internal Conagra employees' equity. Conagra Brands will comply with applicable law regarding minimum salaries for exempt employees.
Our Benefits:
We care about your total well-being and will support you with the following, subject to your location and role:
Health: Comprehensive healthcare plans, wellness incentive program, mental wellbeing support and fitness reimbursement
Wealth: Great pay, bonus incentive opportunity, matching 401(k) and stock purchase plan
Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement
Balance: Paid-time off, parental leave, flexible work-schedules (subject to your location and role) and volunteer opportunities
Our Company:
At Conagra Brands, we have a rich heritage of making great food. We aspire to have the most impactful, energized and inclusive culture in food. As a member of our 18,000+ person team across 40+ locations, you are empowered to reach your potential, make an impact and own your career. We're in the business of building champions - within our people and our iconic brands like Birds Eye , Slim Jim and Reddi-Wip .
Our focus on innovation extends beyond making great food, it also reflects our commitment to embracing new solutions that positively impact our team, the communities we serve and the health of our planet. Foodies Welcome.
Conagra Brands is an equal opportunity employer and considers qualified applicants for employment without regard to sex, race, color, religion, ethnic or national origin, gender, sexual orientation, gender identity or expression, age, pregnancy, leave status, disability, veteran status, genetic information and/or any other characteristic or status protected by national, federal, state or local law. Reasonable accommodation may be made upon request.
Finance Internship
Finance Internship Job 25 miles from New Haven
This is a Summer 2025 Internship.
Responsibilities
Assist finance department in data analytics, strategic projects and business valuation models
Assist management in developing presentations
Develop reports in Excel to present data
Other duties as assigned
Qualifications
Pursing a Bachelor's degree in Finance, at least a junior class standing
GPA 3.0 or above
Ability to work at least 12 hours per week during the spring semester
Strong professional verbal and written communication skills
Excellent interpersonal skills, team coordination, and the ability to work with all levels of management, clients and vendors
Must be self-driven and able to complete tasks without specific direction
Ability to meet deadlines
Strong analytical skills
Experience in Microsoft Office is a must
Steel Dynamics, Inc., and all affiliated entities are equal opportunity employers.
Coming Soon!!