Finance Internship Jobs in San Benito, TX

Headquartered in Houston, Texas, Summit Midstream Corporation (NYSE: SMC) is a value-driven corporation focused on developing, owning and operating midstream energy infrastructure assets that are strategically located in unconventional resource basins, primarily shale formations, in the continental United States. We currently operate natural gas, crude oil and produced water gathering systems in four unconventional resource basins: the Williston Basin in North Dakota, which includes the Bakken and Three Forks shale formations; the Denver-Julesburg Basin, which includes the Niobrara and Codell shale formations in Colorado and Wyoming; the Fort Worth Basin in Texas, which includes the Barnett Shale formation; and the Piceance Basin in Colorado, which includes the liquids-rich Mesaverde formation as well as the emerging Mancos and Niobrara Shale formations. Our systems and the basins they serve are as follows: the Polar & Divide system, which serves the Williston Basin; the DFW Midstream system, which serves the Fort Worth Basin; the Grand River system, which serves the Piceance Basin; and the Niobrara G&P system, which serves the DJ Basin. SMC has an equity investment in and operates Double E Pipeline, LLC, which is natural gas transmission infrastructure that provides transportation service from multiple receipt points in the Delaware Basin to various delivery points in and around the Waha Hub in Texas. We generate a substantial majority of our revenue under primarily long-term and fee-based gathering agreements with our customers. The majority of our gathering agreements are underpinned by areas of mutual interest (“AMIs”) and minimum volume commitments (“MVCs”). Our AMIs provide that any production drilled by our customers within the AMIs will be shipped on our gathering systems. The MVCs are designed to ensure that we will generate a minimum amount of gathering revenue over the life of each respective gathering agreement. The fee-based nature of the majority of the gathering agreements enhances the stability of our cash flows and limits our direct commodity price exposure. Since our formation in 2009, our management team has established a track record of executing this strategy through the acquisition and subsequent development of DFW Midstream, Grand River, Polar & Divide, Niobrara G&P, and Double E Pipeline. Summit Midstream is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Relocation: No Relocation assistance provided. Work Sponsorship: Summit Midstream will only employ those who are legally authorized to work in the United States. Any offer of employment is contingent upon the Company receiving satisfactory results from a pre-employment drug screening, a criminal background check, and reference checks and your satisfaction of all other applicable fitness for duty requirements. Summary: The Corporate Development & Finance Analyst or Associate will play a key role in executing SMC's corporate strategy by (i) preparing and maintaining financial models, various financial analyses and reports to assist leadership in making data-driven informed decisions, (ii) assisting in the execution of various strategic alternatives including potential organic growth projects, mergers, acquisitions, divestitures, capital raises, etc., (iii) assisting in existing and prospective investor communications and outreach, (iv) providing research and analytical support regarding the energy markets and overall capital markets and (v) evaluating energy transition opportunities. The Corporate Development & Finance Analyst or Associate will work frequently and have interactions with senior and C-suite leadership of SMC. Principal Duties & Responsibilities: Maintain and develop detailed financial projection models for SMC and its various operating subsidiaries Develop internal materials for senior leadership and the board that evaluate historical and projected business trends, energy and capital market trends, the financial impact and rationale for potential strategic alternatives, and other information as requested Prepare external presentation materials, press releases and other materials necessary to facilitate potential transactions, investor conferences, quarterly earnings, meetings with current and prospective investors, and various other situations Assist in the preparation and management of data rooms, marketing materials, information requests and other information flow for various strategic alternatives Interact with debt and equity investors related to various strategic initiatives and capital raising efforts Evaluate energy transition opportunities and assist with implementation of ESG initiatives Perform other duties and special projects as assigned Education, Qualifications and Experience: Bachelor's degree in finance or relevant field required One to three years of relevant experience required Prior experience in investment banking, consulting, equity research or valuations preferred Demonstrable experience with financial analysis and modeling required A solid understanding of finance and generally accepted accounting principles required Skills & Knowledge / Additional Competencies: Strong analytical and financial skills Good written, verbal communication and presentation skills Collaborative team player with ability to partner and work with cross functional teams across the organization Ability to work effectively in a fast-paced environment and manage multiple workstreams simultaneously Intellectually curious and a self-starter / entrepreneurial attitude Ability to meet strict deadlines Proficient technical skills in Microsoft Office Suite and other related platforms and systems Work Environment: Will work primarily in an office environment Summit Midstream offers a comprehensive benefits package including: Company Paid Holidays Discretionary Performance Bonus Medical Insurance Dental Insurance Vision Insurance Employer supplemented Health Savings Account Flexible Benefit Plan Basic Term Life Insurance Voluntary Term Life and AD&D Insurance Employer Short & Long-Term Disability Insurance Employee Assistance Plan (EAP) Hospital Indemnity, Critical Illness and Accident Insurance Wellness Incentive Program 5% Retirement Plan Match Notice Summit Midstream Corporation will not pay a fee of any kind to any third party agency without a valid Summit Midstream Corporation' Master Service Agreement (MSA) authorized and signed by Human Resources. Any resume, application or other form of candidate submission to any employee of Summit Midstream Corporation, without a valid MSA on file, will be considered property of Summit Midstream Corporation and no fee will be paid. Are you ready to join a fast-paced, growth oriented midstream company, then apply today! Not yet ready to apply? That's okay! Learn more about us on LinkedIn ***No phone calls or email, please.*** No Agency Calls and /or submissions will be accepted

Jefferies, the global investment banking firm, has served companies and investors for over 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth and asset management. The firm provides a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services across the Americas, Europe and Asia. Jefferies is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified holding company. Group Description: The Jefferies Energy Transition team, based in Houston and New York, is one of the largest investment banking teams on Wall Street dedicated to advising companies in the Renewable Energy, Electric Vehicle, Low Carbon Fuels, Decarbonization and Sustainability sectors. We have advised clients on more than 100 M&A and capital raising transactions over the past five years, including three of the five largest cleantech IPOs, four of the ten largest acquisitions of renewable energy developers, two of the three largest PIPEs into renewable energy companies, the largest sale of environmental credits, the largest sale of a sustainability-as-a-service company and the largest sale of an EV charging equipment company in history. Position: The Energy Transition Team is actively looking for Analysts/Associates to join our Houston office. Primary Responsibilities: Preparing and participating in the delivery of client presentations. Compiling a variety of financial analyses such as valuation, ECM scenarios, and three statement operational models. Analyzing business plans and participating in due diligence sessions. Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s. Participating actively in drafting sessions. These responsibilities afford direct and active interaction with the senior executive management teams of our clients as well as senior bankers at Jefferies. Associates in the Energy Transition team are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. Requirements: Bachelor's degree from an accredited college or university AND 1-4 years of Investment Banking (or similar) experience OR an MBA with 1+ years of Investment Banking (or similar) covering the Energy Transition sector Proficient in financial modeling and detailed company summary report preparation Live in Houston or willing to relocate Resourceful self-starter; able to work autonomously. Demonstrated team player and leader with a strong work ethic. Strong technical, written and verbal communication skills. Strong valuation skills and significant valuation experience. Ability to manage a variety of transactions and projects simultaneously. The class of 2024 or later are not eligible The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences, and supporting a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity workplace. We practice equal opportunity for all, regardless of race, religion, ancestry, color, gender, pregnancy, age, physical or mental disability or medical condition, national origin, marital status, sexual orientation, gender identity or expression, covered veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. In accordance with applicable law, we are dedicated to finding reasonable accommodations for candidates and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Please inform your recruiter should you require accommodations throughout your application process. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

Concurrent Investment Advisors is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field. Headquartered in Tampa, Concurrent was founded in 2017 and currently supports over 100 advisors in 43 offices with $9.5 billion in assets under management (AUM) and more than $13 billion under advisement. Company Values We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product. Position Overview: We are seeking a dynamic and skilled Director of Centralized Wealth Advisory Services (Senior Financial Advisor) to join our team. CWAS is a centralized home office team of advisers that support Concurrent and their partner advisers. This role is crucial in providing financial planning to our clients and will offer the ability to receive leads from our growth programs. The ideal candidate should possess strong client relationship skills, a high level of integrity, problem solving skills, the ability to be agile and adaptive to each client's situation, and a strong understanding of technology platforms. Duties and Responsibilities: Provide financial planning to mass affluent & affluent clients: Interpret data from automated data gathering software and build financial plans from it. Build client relationships from initial onboarding through ongoing reviews Utilize our proprietary client experience to deliver concurrent dialogues as part of our planning process. Partner with field advisers to support their clients in the centralized planning efforts. Enhance the client experience: Collaborate closely with the Associates and Vice President of the CWAS team to understand current workflows and processes as well as build best practices. Leverage Concurrent's financial planning technologies to produce deliverables and enhance the client experience (i.e. MoneyGuide, AssetMap, Wealth.com, Practifi, Black Diamond, Fidelity, Schwab, Box, SmartX) Support as needed in the Corporate Solutions Program: Be able to immediately take on clients from our growth programs. Support the Centralized Wealth Advisory Services department with admin/back-office responsibilities and department build out: Onboarding new clients, transferring assets, servicing investment and insurance accounts, schedule meetings, maintaining organized file structure for all client and team files, assisting with project management, etc. Education and Experience: Preferred 5+ years of experience. Proven experience in client relations, financial planning or similar roles. Strong project management skills with a track record of successful project delivery. Ability to upsell products & solutions to existing client base If referred, ability to bring in new business Excellent interpersonal abilities and grit to collaborate with cross-functional teams. Familiarity with a wide range of technologies and ability to quickly learn and adapt to new tools. Exceptional problem-solving skills with the ability to analyze complex issues and develop effective solutions. Be a team player and understand what it takes to provide value to Concurrent and their clients. Desired Qualifications: Experience with MoneyGuide, Practifi or Salesforce. Hold series 65 and insurance license. CFP certification is a plus. Location / Schedule Preferred primary location: Dallas, TX; secondary location: Denver, CO Office hours are 8am-5pm Monday-Friday with the option to work from home on Fridays. Occasional evening/weekend hours may be requested. Job Type Full-time, Exempt $90,000-$110,000 per a year, dependent on experience, with semi-annual performance and production bonus opportunities Benefits 401(k) matching Equity participation Dental Insurance Disability insurance Employee assistance program Flexible schedule Flexible spending account Health insurance HSA Life insurance Paid time off Vision insurance

Catalyst Financial Group LLC is a financial advisory firm with a clear focus and mission: Changing the statistic one client at a time. What are the statistics? 62% of American's live paycheck to paycheck The average American has 4,000 in their savings account The median American account balance has 35,000 in their retirement account Only 58% of people own stock Finances are the #1 cause of divorce in America Together, we are a catalyst for change. With your help, we aim to make the world a better place through financial literacy and education. We are looking for individuals who are passionate about impacting their community and making a difference. The ideal candidate possesses the ability to build deep, meaningful relationships, a strong work ethic, and a desire to be a part of something bigger than themselves. A candidate for this position should be a self-starter, entrepreneurial in nature, a team player, coachable, and have a long-term vision. Responsibilities (will be learned through our training program): Provide support to clients Build and maintain a portfolio of client assets Meeting/onboarding prospective clients Qualifications: Bachelor's Degree (Any Major) Interest in financial markets Excellent interpersonal skills Job Type: Full-time Benefits: Dental insurance Health insurance Vision insurance Physical setting: Office Supplemental pay types: Salary + Commission Pay Ability to commute/relocate: Houston, TX 77077: Reliably commute or planning to relocate before starting work (Required) Work Location: In person

Are you an experienced financial professional looking for a role where you can focus on what truly matters-serving clients-without the pressure of constant lead generation? Selah Financial Services is seeking a Meeting Advisor to join our collaborative team and help manage our growing client base. At Selah, we take a personalized, team-based approach to financial advising. Clients trust us during life's biggest transitions-starting a family, preparing for retirement, or navigating unexpected changes. Your role will be to guide them with care, expertise, and integrity. Why This Role is Different: No Cold Calling or Prospecting - Focus on advising, not selling Existing Clients - Step into a book of business with ongoing demand Team-Based Approach - Work alongside seasoned advisors in a supportive environment Meaningful Impact - Help clients achieve their financial goals through a structured, personal approach What You'll Do: Conduct client meetings (annual reviews, financial planning sessions, transaction oversight) Ensure top-tier client service by handling paperwork, transactions, and account updates Collaborate with the team to maintain a 99%+ client retention rate Stay compliant with industry regulations and firm best practices What We're Looking For: 3+ years in the investment/insurance industry Series 7 & 66 licenses required BA/BS in Business, Finance, or related field (CFP , MBA, or CPA preferred) Strong interpersonal skills and the ability to build lasting client relationships Passion for client-first advising in a team-oriented setting If you're ready to take your career to the next level-focusing on client relationships rather than sales targets-this could be the perfect opportunity. Selah Financial Services is exclusively partnered with FireSeeds for this hiring process. All candidate inquiries and applications must be directed through us. No unsolicited resumes sent directly to Selah Financial Services will be considered, nor will they result in any placement fees.

The Corporate Strategy Analyst - CEO's Office will play a critical role in supporting high-impact strategic initiatives, deal analysis, and market intelligence for a leading healthcare solutions company. This position requires a strong analytical mindset, financial modeling expertise, and a deep understanding of the healthcare sector. The Analyst will work closely with the CEO's office to evaluate new business opportunities, conduct secondary market research, and assess the cost-benefit dynamics of strategic projects. The ideal candidate will be highly skilled in financial modeling, data-driven decision-making, and cross-functional collaboration. This role offers an exciting opportunity to shape business strategy and drive impactful decisions at the highest level of the organization. Bachelor's degree in Business, Finance, Economics, or a related field (MBA preferred). 3+ years of experience in business analysis, investment banking, consulting, or corporate strategy, preferably in the healthcare sector. Expertise in financial modeling, valuation, and data analytics. Strong understanding of the healthcare industry, including payer-provider dynamics, regulations, and emerging trends.

Integrity Financial | Longview, TX Are you ready to finally do what you're great at-meeting clients, closing deals, and making an incredible impact on people's lives-without the distraction of prospecting or tedious admin work? Imagine walking into your office daily knowing your calendar is filled with people who need your help. You're not just selling financial services; you're giving retirement-aged clients the peace of mind they've been searching for, creating lasting relationships, and building the life-changing financial plans you love. Integrity Financial is not your average financial advisory firm. Founded by industry leader Staci Aldredge, this fast-growing, highly respected firm invests heavily in your success, giving you every resource you need to thrive. This role is perfect for you if: You're an experienced closer, energized by face-to-face client interactions. You love turning prospects into loyal clients through genuine connection. Retirement planning, financial solutions, and asset management excite you. You want zero prospecting-just high-quality leads ready for your expertise. You'll excel by: Conducting powerful client meetings, delivering personalized financial solutions. Consistently converting firm-provided leads into lifelong client relationships. Creating tailored retirement plans and asset management strategies. Collaborating with a dedicated support team that handles all administrative tasks, freeing you to focus entirely on your clients. Your Background: Active Series 65 (or equivalent) is mandatory, and a Life Insurance License is preferred, but not required. Proven success in a client-facing advisory role with strong closing skills. Passion for working with retirement-age clients, helping them secure their futures. A drive to manage client portfolios directly, with enthusiasm to embrace and recommend comprehensive financial solutions. Why Apply Right Now? Opportunities like this are rare. You're reading this because you're ready for something better tailored to your skills and ambitions. Don't let hesitation rob you of the career move you've been waiting for-take action now. Apply today, and let's talk about how Integrity Financial can elevate your career and fulfill your professional dreams.

You're a Closer. A Natural Leader. And You're Ready for the Role You've Been Waiting For. This isn't just another financial advisor job. This is your moment. You've already proven you can build trust, deliver value, and close business. But you're tired of prospecting, chasing leads, and being your own marketing department. You want to focus on what you actually love doing -helping people retire with confidence, making a real difference in their lives, and growing your book without begging for referrals. This is the role built for you . Empower Wealth & Tax in Georgetown, TX is exploding with growth, and we need a Lead Advisor who knows how to win. You'll walk into pre-set, qualified appointments-people who already want to talk, listen, and take action. All you have to do is what you do best: lead them to the right plan, build the relationship, and close the business. This is the opportunity for you if: You're licensed (Life + Series 65) and ready to make a move. You know how to simplify complex ideas so clients actually understand. You've sold annuities, managed AUM, and want to do more of it. You're tired of cold calling and want real appointments with real prospects. You're motivated by results, not micromanagement. You want a career that matters-where your success actually changes lives. What's in it for you: Pre-set, qualified appointments -no prospecting. Ever. A proven process and marketing machine behind you. An established, fast-growing firm with a sterling reputation. Real earning potential (production-based comp, no cap). A full-time, in-office role with everything you need to thrive. You're not just taking a job-you're stepping into your future. This isn't a role for someone testing the waters. It's for the elite-the top 5% who know they belong in front of clients and are ready to lead. If that's you, this is your next move. Don't miss it. Apply now.

Quotient Wealth Partners is an independent financial advisory firm with offices in Dallas, Houston, San Antonio, Denver and Morristown. We are dedicated to providing comprehensive wealth management services with a strong commitment to excellence and a client-centric approach. We have established ourselves as trusted, fiduciary partners in helping individuals and businesses achieve their financial goals. Job Title: Associate Advisor Job Overview: Quotient Wealth Partners is looking for Associate Advisors to help grow our offices in Houston, San Antonio, and Denver. Headquartered in Dallas, TX, our mission is to assist with retirement planning for executives and senior management for Fortune 500 companies. We deliver high-quality, customized financial advice to our clients. This is an excellent role for an individual that has gained experience in the financial planning space, has acquired a CFP certificate or has made substantial progress toward completion, and is seeking to take on greater responsibilities. This role will work directly with the Senior Partner in the local office. The Associate Advisor will work closely with Quotient's Senior Partners, providing financial guidance to existing clients and developing new client relationships. Due to our growth, adaptability is key, and successful associates will take on increased client and business development responsibilities. Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance. Conduct thorough financial assessments to determine the best strategies for achieving clients' objectives. Financial Planning: Develop comprehensive financial plans that encompass areas such as investments, retirement planning, insurance, tax planning, and estate planning. Tailor plans to align with individual client circumstances and objectives. Investment Advice: Provide recommendations on suitable investment products and strategies based on clients' financial goals and risk tolerance. Stay informed about market trends, economic indicators, and investment options. Client Relationship Management: Build and maintain strong relationships with clients. Regularly communicate updates on their financial portfolios, market conditions, and any adjustments to their financial plans. Sales and Business Development: Learn all aspects of Quotient's outreach to the corporate employee community. Work closely with the Senior Partner to engage with prospective clients. Actively seek new clients and business opportunities. Qualifications: 1- 5 years of experience in Financial Planning / Wealth Management Bachelor's degree Business or Sales Excellent communication and interpersonal skills Strong analytical and critical thinking skills Ability to work independently and as part of a team Proficient in eMoney or other financial planning program CFP or significant progress towards EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Selby Jennings currently represents a highly reputable global Asset Management firm. This position would be on a new business unit within the larger platform that focuses on secondary transactions, and is a great opportunity for candidates with an entrepreneurial mindset as you will be on a lean deal team, gain a ton of exposure, and help continue to grow the team. Responsibilities include: Support the investment process from start to finish Conduct detailed due diligence, and quantitative analysis to support investment underwriting Managing the investment portfolio, including quarterly and annual reporting Qualifications: 2+ years of transaction-oriented experience from an investment bank or buy-side firm Experience in NAV lending or GP/LP led secondaries preferred but not required Undergraduate degree and in good academic standing Extensive financial modeling skills (three statement models, LBO, etc) Written and communication skills Living in Dallas or willing to relocate to Dallas

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. 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. 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 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 revenue 1 : 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 support 2 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 Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. 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. 1 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 2 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. 3 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.

Our commitment is to help families navigate the everyday financial risks they face in all stages of life. Regardless of age or timeline, we aim to help identify problems known and unknown to provide realistic solutions that can be immediately put into action. It is our purpose to provide families with world class wealth and risk management. Role Description This is a full-time role for a Financial Services Professional. The Financial Services Professional will be responsible for financial planning, retirement planning, communication, and providing financial services. Qualifications Financial Planning and Retirement Planning skills Finance and Financial Services expertise Strong communication skills Experience in the financial services industry Commitment to Our Team Members Our opportunity is unique. If you are an advisor or registered rep, or looking to become one, and need to create a stable income for your family while you grow your expertise and book of business, look no further. We can give you the start you are looking for through multiple streams of income and thousands of existing customers for you to begin developing a relationship with, all while putting you on a track to opening your own office. If you are looking to control your own professional destiny and mitigate the typical washout risks many beginning advisors take on via the traditional advisory route, send us your application and we will be in touch.

Business Financial Analyst Contract to Hire Hybrid - Austin TX Onsite 3 days weekly $52-$63hourly Strong finance background • Good experience and knowledge of Oracle Fusion: configurations & financial process engineering Blueprinting new process Disbanding current functions and re designing Looking at oracle financial applications Not oracle users/ need trained business • Proficient in MS Office applications, such as Word, Excel, PowerPoint, Visio etc. • Familiar with operating systems, such as Windows, etc. Design and blueprinting • Industry standard Business Analysis qualification • Experience in Business Transformations • Experience with Oracle systems • Experience in process re-engineering • Design thinking expertise • Strong technical, process and data knowledge and expertise • Must be willing to work hands on in a busy environment where needed • Strong analytical, quantitative, and data modeling skills. • Excellent communication skills, capable of explaining complex data to non-experts • Ability to work under pressure and manage multiple tasks • Strong problem-solving capabilities with a strategic mindset

Retire Guides was established to provide long-term, value-added financial counsel and investment management with exceptional service. Our services involve risk assessment and investment management, and retirement planning. We offer our clients a holistic experience in that we provide services such as tax planning and preparation, wills and trust, and wealth management. We do not provide customer service or handle financial transactions through social media. Securities are offered through Avantax Investment Servicesˢᴹ, Member FINRA, SIPC, and insurance services are offered through an affiliated insurance agency. Role Description This is a full-time on-site role for a Financial Services Professional at Retire Guides located in Colleyville, TX. The professional will be responsible for financial data inputs, running financial reports, maintaining strategic retirement plans for clients, communication, and providing office support for overall growth. Qualifications Skills in running Financial models Finance and Financial Services knowledge Strong communication skills Experience in the financial services industry Excellent analytical and problem-solving abilities Securities licensed either 6,63,65,66, and/or 7 Microsoft suites with focuses on excel Marketing support and Creation

The Future of Financial Planning is Here! The days of the solo advisor are over! Success in today's financial industry isn't about going it alone-it's about working as a team, leveraging each other's strengths, and winning together. At Rethink Wealth, we're redefining what it means to be a Financial Advisor by breaking away from the outdated solo model and embracing a collaborative, team-based approach that drives better results for advisors and clients alike. We provide the mentorship, marketing, and operational support to help you grow faster, serve clients more effectively, and build a practice that aligns with your vision-without the burdens of doing it all alone. Why Advisors Thrive at Rethink Wealth Team-Based Success - Work alongside experienced professionals who complement your skills, helping you win more opportunities and serve clients better. Ownership & Growth - Build your own practice while benefitting from a proven process and collaborative culture. Marketing Support - Focus on what you do best and lean on our marketing team to help you find new opportunities. Flexibility & Unlimited Potential - Enjoy the freedom to create your ideal career with uncapped earning potential. Who We're Looking For: A growth-oriented professional who understands that teamwork leads to greater success A natural relationship builder who values collaboration over competition A driven, entrepreneurial spirit ready to take control of their financial future Someone passionate about learning, growing, and helping others achieve their financial goals and dreams Gone are the days of the lone wolf advisor. The future belongs to those who work together, lean on each other's strengths, and build something bigger than themselves. If that's the kind of career you're looking for, then we would love to meet you! Apply today and start your journey with Rethink Wealth!

About the Role: As a Business Development Intern, you will gain hands-on experience in outbound prospecting, lead generation, and sales operations. You will work closely with our Sales Manager & team to engage potential clients, understand solution-based selling, and contribute to sales campaigns. This internship will provide you with valuable exposure to the sales process, CRM tools, and business development strategies in a fast-paced environment. Key Responsibilities: Conduct outbound prospecting through calls, emails, and LinkedIn outreach to generate qualified leads. Assist in executing sales development campaigns and updating CRM databases. Participate in persona- and solution-based selling strategies. Learn to conduct qualification and discovery calls with potential customers. Assist in pre-call planning, objection handling, and deal progression. Support the Sales team in organizing and carrying out sales-related projects. Work closely with sales managers to observe and assist in closing deals. Present internship project to executive team What You'll Gain: Extensive sales training, including prospecting techniques, cold outreach, and sales presentations. Exposure to real-world B2B sales cycles and customer relationship management. Hands-on experience with CRM and sales tools. Collaboration with sales professionals to develop sales strategies and closing techniques. A competitive, team-based environment with mentorship and coaching opportunities. Ideal Candidate: Seeking Rising Seniors and/or May 2025 Graduates (Top performing seniors will be eligible for full time role starting August 2025) Currently pursuing a degree in Business, Marketing, Sales, or a related field. Strong communication and interpersonal skills. Highly motivated, coachable, and eager to learn. Ability to work in a fast-paced, team-oriented environment. Comfortable making outbound calls and engaging with prospects. Familiarity with CRM tools is a plus but not required. Pay Scale: $15 - $20/hour depending on skill set.

We are seeking a highly motivated and detail-oriented Financial Analyst to join our Finance team. The ideal candidate will possess strong analytical skills, a solid understanding of financial principles, and the ability to communicate complex financial information effectively. Reporting directly to the Director of Financial Planning & Analysis, you will play a crucial role in delivering risk-balanced forecasts based on comprehensive data analysis. Furthermore, you will be responsible for creating relevant financial reports that support executive management in making informed decisions. Out of state candidates will not be considered for this position. Candidates who will require sponsorship now or in the future will not be considered for this role. Primary Responsibilities: Financial Analysis Conduct in-depth financial analysis, including variance analysis, financial modeling, and forecasting, to support strategic decision-making. Analyze financial performance metrics and provide insights to drive improvements. Collaborate with cross-functional teams to gather data and insights for financial analysis. Identify trends, risks, and opportunities in financial data and provide recommendations. Assist with preparing financial reports & presentations for management and stakeholders. Assist in budgeting, planning, and forecasting processes. Coordinate monthly commentary process with the Finance team. Support ad-hoc financial projects and initiatives as needed. Accounting Management: Assist with day-to-day accounting operations, ensuring the accuracy and integrity of financial transactions and records. Ensure compliance with accounting principles, standards, and regulatory requirements. Manage and optimize the company's financial systems and processes, identifying opportunities for automation and efficiency improvements. Qualifications and Skills: Bachelor's degree in finance, Accounting, Economics, or related field. 2+ years of experience in financial analysis or related role. Strong proficiency in Microsoft Excel and financial modeling. Excellent analytical, problem-solving, and critical thinking skills. Ability to work independently and collaboratively in a fast-paced environment. Strong attention to detail and accuracy. Excellent communication and presentation skills. Experience with NetSuite & Vena a plus. Beauty and/or Retail industry experience a plus CPA certification and/or public accounting experience a plus. Competencies: INTERPERSONAL SKILLS - This role demonstrates the ability to understand relationship-orientated aspects of social effectiveness and to operate successfully in a variety of social exchanges. PRUDENCE - This position must demonstrate a willingness to see the perspective of others and an inherent respect for divergent opinions. COMPETENCE - The incumbent should demonstrate proficiency in their area of expertise. DECISION MAKING - This role will be required to display the ability to make good decisions and / or lead a sound decision-making process. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Employees are regularly required to talk or hear Employees are frequently required to stand, walk, and use hands and arms to reach for items and / or materials. Employees are occasionally required to lift office products and supplies, up to 20 pounds. Travel and Hours: This position is a full-time, salaried/exempt position. Hybrid work schedule with 3 days in office: Tuesday, Wednesday & Thursday each week. Travel is not required for this role. Legally able to work in the United States WITHOUT sponsorship EEO Statement: It is Company policy to provide equal opportunity in employment, development and advancement for all qualified persons without regard to age (40 and over), ancestry, sex/gender (including gender identity, gender expression, pregnancy, childbirth and related medical conditions), color, marital status, registered domestic partner status, medical condition, genetic characteristics/information, national origin, physical or mental disability, race, religion (including religious dress and grooming practices), sexual orientation, military and veteran status, or any other classification protected by applicable law.

Empower Clients. Build Your Future. Make an Impact. Start a career where you can help clients achieve and maintain financial security by offering strategic recommendations tailored to their individual needs and long-term goals. As a Financial Advisor, you'll have the opportunity to: Build lasting relationships with clients and guide them through critical financial decisions. Receive award-winning training on financial markets and products, mentorship, and business coaching to accelerate your growth. Unlock unlimited career and income potential with a clear path for advancement. Enjoy a flexible work schedule while making a positive impact. Company sponsored licensing and continued professional development. Is this the career move for you? If you're ambitious, coachable, and driven by a desire to help others, we want to connect. No prior experience in finance? No problem. Our team is built on diverse backgrounds, and we provide the tools, training, and support to help you succeed. Take control of your future while making a meaningful difference in the lives of individuals who value financial stability. is something like this what you are thinking I AI'd it and then tweaked it some on my own (I feel like JDs and job postings and call summaries are the best use of AI in our field)

The Financial Analyst is a key member of the Financial and Operations department. This position plays a key role in the overall financial and operations goals by assisting with financial report building and maintenance, including CFM and Blackbaud reports. This position will act as the lead person for all Blackbaud security updates and account access needs. It is also responsible for supplying grant data, depositing checks, reviewing, and recording credit card transactions to the GL, assisting with annual financial audits, general accounting, and attending finance and endowment committee meetings. This position will also act as a backup for payroll processing. This position reports to the Chief Financial Officer. This role will have a hybrid work schedule, with the option to work remotely Monday and Friday and required to work on-site Tuesday through Thursday. This position is full-time, eligible for full benefits. It is an exempt position, not eligible for overtime. HOW TO APPLY Please submit resume and cover letter via email to ******************************* with Financial Analyst in the subject line. ESSENTIAL DUTIES AND RESPONSIBILITIES • Responsible for Blackbaud administration • Responsible for analyzing financial data and providing forecasting support. • Assisting with financial report building and maintenance • Responsible for supplying grant data. • Responsible for reviewing and recording credit card transactions to the GL. • Responsible for remote check depositing • Attending & note taking for the finance and endowment committee meetings. • Backup for payroll processing • Assisting with general accounting and with annual financial audits • Perform work in a manner that is consistent with DTC's Mission, Vision, and Values. • Be an active participant in DTC's work towards equity, diversity and inclusion and becoming an anti-racist organization. • Must be available on some nights and weekends, as needed. • Other duties as needed or assigned. SKILLS AND KNOWLEDGE REQUIREMENTS • Excellent verbal and written communication skills. • Outstanding organizational skills, attention to details and ability to multitask. • General accounting skills, including accounting principles, standards, and techniques. • Calculating budgets and cost/variance analysis. • Intermediate knowledge of accounting programs • Exceptional analytical, critical thinking, trouble shooting and problem-solving skills. • Exhibits appropriate sense of urgency and ability to work well with customers of all demeanors. • Demonstrated track record of working effectively within a collaborative and cohesive team-based environment. • Capability to handle variety of time-critical situations and identify prioritization. • Self-starter with ability to work well independently and in groups. • Demonstrated commitment to equity, diversity, and inclusion. • An appreciator of theater and an advocate for its value for the community. EDUCATION AND EXPERIENCE REQUIRED • Bachelor's degree in finance, accounting, or related field • Minimum of five years of relevant experience • Advanced knowledge of Microsoft Office including Excel • Experience with Blackbaud is a plus.