Junior Financial Analyst
Finance Internship Job In Tulsa, OK
About Francis Energy:
Francis Energy is a pioneer in the EV (Electric Vehicle) charging industry, having established the nation's first comprehensive statewide electric vehicle fast-charging network by installing more than 850 fast charging ports throughout the Country. Our mission is to transform the electrification of transportation by ensuring equitable, affordable, reliable, and safe access to public charging stations across America, leaving no community behind. Francis Energy is expanding rapidly throughout the continental U.S., supporting this expansion through a combination of federal grant funding and private partnerships. We are looking for a highly motivated individual who seeks a significant opportunity to join our team and shares our belief in the transformative potential of clean energy to mitigate climate change.
Position Summary: The Treasury Analyst will play a critical role in supporting the financial operations of Francis Energy. This position will be responsible for conducting financial analysis, managing daily transactions, and ensuring accurate financial reporting. The Junior Financial Analyst will provide essential support in driving financial efficiency and operational success.
Essential Duties and Responsibilities:
Maintain financial models and analytical tools to support strategic decision-making.
Perform daily bank reconciliations and ensure accuracy in financial records.
Manage debt facilities and remittance processes.
Oversee and coordinate payables, ensuring timely and accurate payments.
Monitor and manage cash flow, providing regular forecast reports and insights.
Assist in the preparation of project proforma and financial forecasting.
Generate and analyze key financial metrics and performance reports.
Support internal and external financial audits as needed.
Work closely with the CFO, Director of Finance, and Controller to support financial planning and operational efficiencies.
Education and Experience:
Bachelor's degree in Finance, Accounting, or a related field.
1-3 years of experience in financial analysis, banking, or a similar finance role.
Strong proficiency in financial modeling, forecasting, and analytics.
Experience with bank reconciliation, cash flow management, and payables oversight.
Advanced Excel skills; familiarity with financial software and ERP systems preferred.
Strong analytical, problem-solving, and attention to detail.
Ability to work independently and as part of a team in a fast-paced environment.
Excellent communication and interpersonal skills.
Ability to work collaboratively with various departments.
Benefits:
Francis Energy values its people and offers a full range of benefits, including the following:
401(k)
401(k) Matching
Medical Insurance (50% employer paid)
Dental Insurance
Vision Insurance
Life Insurance ($25,000 employer paid for employee only)
FSA
PTO
Short Term Disability (100% employer paid)
Long Term Disability
TelaDoc (100% employer paid)
Onsite Gym Membership (100% employer paid)
Amazing Teammates!
OUR MISSION
To transform the electrification of transportation by ensuring equitable, affordable, reliable, and safe access to public charging stations across America, leaving no community behind.
OUR VALUES
WE ARE PIONEERS.
We seek the big problems to solve. We innovate, adapt, and improve. We are nimble and resilient. We strive to accomplish what others have not yet done before.
WE ARE BOLD
. We are never content with the status quo. We ask tough questions, proactively seek feedback, and communicate openly. We take risks, overcome challenges, make decisions, and move forward.
WE WIN AS A TEAM.
We are personally accountable for our collective success. We seek to create an inclusive environment that elevates all voices and perspectives, and where people engage with respect and concern for each other. We know that together, we can change the world.
WE LEAD WITH INTEGRITY.
We build trust through responsible actions and honest relationships. We are trustworthy and act in good faith. We do the right thing.
WE DELIVER.
We focus on our actions and are accountable for our outcomes. We set ambitious goals and work tirelessly to exceed them. We learn from our mistakes and better ourselves along the way. We celebrate our successes.
WE LOVE WHAT WE DO.
We believe in the transformative potential of clean energy to mitigate climate change.
AAP/EEO Statement:
Francis Energy is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Francis Energy are based on business needs, job requirements, and individual qualifications, without regard to race, color, creed, religion or belief, gender, age, sexual orientation, national origin, disability, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Francis Energy will not tolerate discrimination or harassment based on any of these characteristics.
Diversity, Equity, Inclusion, & Belonging Internship
Finance Internship Job In Tulsa, OK
TTCU Federal Credit Union is seeking a passionate and motivated DEIB Intern to join our Diversity, Equity, Inclusion, & Belonging team. This internship offers a hands-on opportunity to support the development, execution, and evaluation of DEIB initiatives that promote an inclusive, equitable, and diverse workplace culture. The ideal candidate will be eager to learn, have strong communication skills, and demonstrate a commitment to social justice and inclusion. The intern will also contribute to researching, planning, and organizing of events to promote education, awareness, and assist in the coordination of business resource groups (BRGs) and the DEIB Strategy Team.
Essential Job Functions and Responsibilities:
* Conduct research on DEI best practices, trends, and initiatives across industries. Analyze data related to organizational DEI efforts, identifying opportunities for improvement and measuring progress.
* Plan and organize events aimed at increasing awareness and education on DEI topics. Coordinate logistics, such as venue booking, materials preparation, and communication for DEI events and training sessions.
* Assist in the establishment and organization of new ERGs. Provide administrative support, including scheduling meetings and tracking action items.
* Collaborate with the DEI Strategy Team to develop and implement the organization's DEIB strategic plan. Track and communicate progress on DEI-related goals and initiatives.
* Help create communication materials, such as newsletters, presentations, and social media content, to promote DEI initiatives. Engage with employees across the organization to encourage participation in DEI programs and activities.
Minimum Qualifications:
* Current enrollment in or recent completion of a bachelor's or master's degree program in Human Resources, Organizational Development, Social Sciences, or a related field.
* Strong interest in diversity, equity, and inclusion topics, social justice, and organizational culture.
* Ability to work independently, as well as collaborate within a team environment.
* High attention to detail and strong organizational skills.
* Demonstrated commitment to fostering an inclusive environment.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with virtual meeting platforms.
* Prior experience supporting DEIB initiatives or organizing DEIB-related events is preferred. Documented training in DEIB concepts and practices is a strong advantage.
What You Will Gain:
* Hands-on experience working within the DEIB space at a TTCU Federal Credit Union.
* Exposure to a wide range of DEIB initiatives, strategies, and challenges.
* Opportunity to contribute to meaningful projects that make a real impact on the workplace culture.
* Professional development and networking opportunities.
Project Cost Analyst - Intern (Tulsa)
Finance Internship Job In Tulsa, OK
Job Posting End Date 03-29-2025 Please note the job posting will close on the day before the posting end date MUST BE LOCAL TO TULSA, OK. Intern will be responsible for assisting with the coordination of assigned AEP construction projects located in AEP service territory. Participate in the planning, scheduling, coordination of all construction work activities in a safe, efficient, and economical manner. Partner with internal (plant management teams) and external customers, labor, contractors, suppliers, vendors, and governmental agencies.
Job Description
ESSENTIAL JOB FUNCTIONS:
* Perform varied construction and project controls work assignments demonstrating technical knowledge and analytical techniques to solution of problems or analysis.
* Participate in the planning and organization of construction project work activities.
* Apply problem solving skills to resolve technical problems and initiate solution techniques.
* Demonstrate the ability to make decisions and contribute to team decision making and consensus building.
* Perform work in a safe manner and in accordance with the System Safety Process.
* Communicate effectively both verbally and in writing the construction project details with team, management, customers, contractors, vendors and regulatory agencies.
* Demonstrate an attitude and desire to listen to and satisfy both internal and external customers who use and depend upon our work. Demonstrate the ability to be a team player and contribute to team goals.
* Pursue effective ways to protect and enhance the environment while providing reliable electricity at a competitive cost.
* Comply with and support ethically sound behavior and have a sense of shared accountability.
Note: The duties outlined above are a general guideline. Specific responsibilities may be adjusted based on skills and interests, as well as current projects and requirements.
MINIMUM REQUIREMENTS:
* Duration: Minimum 12 weeks
* Education: Qualified degrees must be in a related field from an accredited university or college and could include Accounting, Business, Construction Management, Engineering, Technology, or Project Management.
* Required Travel: 25% and Valid Driver's License is required.
OTHER REQUIREMENTS:
* Local to Tulsa, Oklahoma or within 30 minute drive. No relocation is offered.
* Ability to function in multidiscipline teams.
* Experience with Microsoft Word, Excel, Power Point, Adobe Acrobat a plus.
Physical demand level is Sedentary
Report directly to a Project Solutions unit of the Service Corporation, operating Company office or generating plant, that is to supervise the assignment projects.
Compensation Data
Compensation Grade:
Co-Op/Intern-001
Compensation Range:
$0.00-0.00 USD
It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all aspects of the employer‐employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex, age, national origin, ethnicity, ancestry, veteran or military status, disability, genetic information, sexual orientation, gender identity, or any other basis prohibited by applicable law. When required by law, we must record certain information to be made part of an Affirmative Action Plan. Applicants for employment may also be invited to participate in the Affirmative Action Program by self-identifying their Race or Ethnic Identity.
Behavior Analyst Intern - BIX
Finance Internship Job 16 miles from Tulsa
Job Details Bixby, OKDescription
Pay Range: $22-$24.50 /hour (based on experience)
ACES is driven to elevate the standards in the treatment of autism. Our team of Applied Behavior Analysis (ABA) clinicians is deeply committed to helping children with autism and related disorders reach their fullest potential through home and clinic-based services.
ACES is the only autism provider who is nationally recognized for quality care as part of Aetna/CVS's Institute of Quality. We are also an award-winning workplace where you can grow your career, collaborate with a supportive team, and make a lasting impact on the lives of people in your community.
Position Summary:
The mission of the Behavior Analyst Intern at ACES is to elevate the standards in the treatment of Autism by engaging in activities to increase their skills to a supervisory level while also providing effective and efficient implementation of services that positively impact the lives of ACES' clients via ABA therapy.
Behavior Analyst Interns implement Applied Behavioral Analysis (“ABA”) programs that focus on decreasing maladaptive behaviors and increasing social, communication and adaptive skills with clients affected by Autism Spectrum Disorders and/or other special needs under the direction of a Supervisor. In addition, Behavior Analyst Interns also engage in various educational, training, assessment and in the field application activities to prepare themselves for a supervisory level position at ACES under the direction of an Area Director/Area Manager.
What You'll Do:
Performing direct intervention services on a 1:1 basis (or in small groups) within a client's home, school, community or in a clinic setting, which includes:
Following Supervisor(s) direction regarding responsibilities, performance, and ABA program implementation;
Setting-up and manipulating environments for direct intervention sessions to decrease distractions and ensure the safety of the client and interventionist;
Creatively implementing programs to ensure clients learn in a fun and effective environment; and
Working independently and problem-solving challenging situations
Collecting and graphing data daily and maintaining client databook(s) in a clear, accurate and organized manner.
Communicating questions/concerns regarding program implementation (including status, problems, or intent to change any aspect of the behavior/educational program) to Supervisor(s) during scheduled session times via direct communication, communication logs and/or supervision notes.
Attending and participating in mandatory direct services meetings, training and/or certifications as scheduled.
Strictly following any and all ACES policies and procedures, including, but not limited to, the policies described in this Handbook, or any other rule or regulation as may be communicated to employees from time to time.
Completing all Behavior Analyst Intern Checklist Items within the time provided, including training, assessments, competencies, and application of concepts with clinical staff and clients out in the field.
Attending and preparing for all required Behavior Analyst Intern meetings per the direction of their ADAM.
Completing all necessary paperwork and education requirements to be in compliance with BACB and/or college requirements for advanced degrees (e.g., MA, MS) and certifications (e.g., BCaBA, BCBA).
The foregoing job responsibilities are illustrative only and are not meant to be exhaustive. ACES reserves the right to change, amend, or modify the job description/responsibilities at any time and in its sole discretion.
Qualifications
Required Qualifications:
Minimum enrollment in a MA or BCaBA Program; MA Degree and/or BCaBA preferred
Exposure to individuals with disabilities or Autism Spectrum Disorder
Background check clearance and up-to-date immunizations may be required
CPR certification
3 months experience working with clients with ASD or other special needs
Valid driver's license and/or reliable transportation
Background check, tuberculosis test, Livescan fingerprint, and any other funding source required clearance
Comfortable working in home, community, school, clinic, and military base environments
Strong desire to support and develop skills and abilities of staff
Proficient with MS Office Suite, word processing, spreadsheets, email, database software, and project management software
Highly organized
Professional, positive attitude and appearance
Excellent communication skills
Physical Requirements:
Ability to exert up to 10 pounds of force and lift/move up to 25 pounds
Direct work with clients may include, without limitation, the following physical demands: sitting, kneeling, squatting, running, twisting and turning, reaching above shoulders and/or frequent physical transitions
Additional Information
ACES is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, disability, age or covered veteran status.
To find out more about how ACES uses employee data for business purposes, see our Employee Privacy Policy (**************************************************
If you are having any issues with submitting your application, please reach out to us directly at *******************. Please note: When uploading your resume, there cannot be special characters in the file name or you will not be able to submit your application.
Student Finance Advisor
Finance Internship Job In Tulsa, OK
Job Details TULSA CAMPUS - TULSA, OK Full Time High School $24.03 - $31.25 Hourly Up to 25% Any EducationDescription
The primary responsibility of the Student Finance Advisor is to assist in determining and obtaining appropriate funding for new students. Other duties may be assigned by the Director of Student Finance. Student Finance Advisor is responsible for maintaining the stated Student Finance Department goals of Compliance, Customer Service, and Cash Flow.
Essential Functions
Process Student Accounts
Supports students through initial and ongoing student contact, ensuring financial aid and other sources of aid is secured, and making certain all required paperwork is submitted.
Provides the best possible experience for students during every interaction by displaying compassion, composure, and offering compelling reasons to complete next step within proper timeframes.
Recognizes hidden issues and offers creative solutions to assist students in addressing barriers to starting or continuing in school.
Process, award and complete future student financing eligibility in accordance to federal, state and institutional regulations.
Certify and input students and/or parent loans via Anthology.
Works proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.
Navigate students/influencers through the financial aid process by clarifying process steps, reviewing where they are in the overall process.
Educates students on federal aid borrower's rights and responsibilities, FAFSA completion, loan acceptance/denial, scholarships and alternative funding options that help resolve financing issues.
Student Finance Transcripts
Checks NSLDS for electronic financial aid transcripts, ensuring that Defaults, Open Loan Periods, SULA and Pell LEU issues are addressed.
Awarding Aid
Checks NSLDS for electronic financial aid transcripts.
Federal Campus Based Aid Award Federal Supplementary Educational Opportunity Grant (FSEOG) and Loans to future student based on written policy.
Assist student in processing applicable gap financing as well as state Grants, scholarships, tuition assistance, and other funding resource.
Other Essential duties
Meets deadlines for proposals, project implementation and project terminations activities and reports
Special projects as assigned.
Attend departmental and campus wide meetings.
Knowledge / Skills
Experience working with Anthology, NSLDS, COD, and various other finance aid management systems.
Thorough knowledge of Title IV regulations, applicable policies and procedures
Qualifications
Education and Work Experience
High School Diploma, or GED.
Bachelor's degree preferred.
Two (2) years of Student Finance experience required
Certificates, License, Registrations
None
Supervisory Responsibilities
None
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is normally performed in a typical interior/office work environment. While performing the duties of this job, the employee is regularly required to sit; use hands to finger; and talk or hear. An incumbent is subject to contact with others, frequent interruptions, noise and student events.
AAP/EEO Statement
Spartan College provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are employed, and employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.
In keeping with the above conviction, Spartan College is committed to assuring that:
All recruiting, hiring, training, promotion, compensation, and other employment related programs are provided fairly to all persons on an equal opportunity basis without regard to race, creed, color, religion, sex, age, national origin, disability, veteran status, or any other characteristic protected by law;
Employment decisions are based on the principles of equal opportunity and affirmative action; and all personnel actions such as compensation, benefits, transfers, training, and participation in social and recreational programs are administered without regard to race, creed, color, sex, age, national origin, disability, veteran status, or any other characteristic protected by law.
Benefits
401(k) and Employer Match
Medical insurance
HSA/FSA
Dental insurance
Vision insurance
Life insurance
Paid time off
Employee Assistance Program
Tuition Reimbursement/Employee Scholarship
Financial Advisor
Finance Internship Job In Tulsa, OK
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.
Responsibilities
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
:
A
verage 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 #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relati
US Experienced Financial Advisor
Finance Internship Job In Tulsa, OK
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team 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.
**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 (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
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.
Entry Level Financial Advisor
Finance Internship Job In Tulsa, OK
This is a remote/hybrid role Are you a driven, high-energy individual looking to jumpstart your career in the financial services industry? Wisepath Financial Group DBA - Strategic Financial Concepts (SFC) is seeking an Entry-Level Financial Advisor to join our rapidly growing team. Backed by a Fortune 500-level infrastructure, we equip you with the resources, mentorship, and flexibility needed to thrive in a performance-based environment.Why Join SFC?
Unlimited Earning Potential
- Enjoy residual income, additional bonuses, and incentives.
Fortune 500 Support
- Leverage big-firm credibility, brand recognition, and robust marketing tools.
Collaboration & Mentorship
- Work alongside experienced advisors, receive hands-on training, and accelerate your growth.
Flexibility & Autonomy
- Build your own schedule and maintain work-life balance.
Comprehensive Benefits
- Health, dental, vision, and life/disability insurance; 401(k) with matching; national recognition programs; and more.
Key Responsibilities
Lead Generation & Qualification
Prospect new sales leads via calls, emails, and networking.
Engage potential clients, qualifying them for further financial discussions.
Relationship Building
Stay in contact with existing prospects to foster trust and brand awareness.
Request referrals and follow up on qualified leads in coordination with senior advisors.
Client Support & Education
Respond to client inquiries, identify needs, and suggest potential solutions or services.
Coordinate in-person meetings or calls between new clients and Financial Advisors.
Collaborate with Financial Advisors
Be the point person for lead flow and handoffs to senior advisors.
Participate in joint work opportunities to develop your industry knowledge and client-service skills.
Channel Partner Outreach
Network with potential channel partners-businesses, associations, and community organizations-to expand SFC's reach.
Qualifications
Education:
BS in Marketing, Business Administration, or related field (preferred)
Experience & Skills:
1+ year of sales or finance experience (preferred)
Hands-on familiarity with CRM software and MS Excel
Comfortable with cold calling and other prospecting techniques
Strong communication skills and an understanding of sales performance metrics
Licensing:
Life & Health Insurance Licenses (preferred, or willingness to obtain)
Benefits & Perks
Unlimited Earning Potential with commission, residual income, and bonus structures
Financial Assistance for new advisors (licensing sponsorship, designations)
W-2 with 7.5% FICA
401(k) with 6% Match
Health, Dental, Vision, and Life/Disability Insurance
National Recognition Programs (business conferences, Chairman's trips)
Marketing & Sales Support plus ongoing mentorship from seasoned advisors
Flexible Work Schedule and advancement opportunities
Access to a Proprietary, Economic-Based Financial Planning Tool
About Strategic Financial Concepts
At SFC, our mission is simple: “Our goal is your success.” We're committed to providing integrated financial solutions-from insurance and investments to retirement and estate planning-while equipping our advisors with top-tier training, technology, and support. If you have the energy, tenacity, and passion to excel in the financial services industry, we want to help you grow.
Ready to take the first step?
Join SFC as an Entry-Level Financial Advisor and start building a fulfilling career defined by professional growth, meaningful client relationships, and unlimited earning potential.
Apply now to become part of our SFC family!
Financial Advisor - Tulsa and surrounding suburbs
Finance Internship Job In Tulsa, OK
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
* Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
* Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
* Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
* Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
* Medical, dental, vision, disability and accidental death and dismemberment insurance.
* Pension, 401(k) and retiree medical plans.
* Ongoing support, training and opportunity for professional growth as you build your business.
* Well-being programs to help you manage your physical, emotional and financial health.
* Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
* Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
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 - Oklahoma Central Credit Union
Finance Internship Job In Tulsa, OK
Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Oklahoma Central Credit Union in Tulsa, OK would allow you to join Oklahoma Central Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Oklahoma Central Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Oklahoma Central Credit Union for financial solutions. This position will offer:
* The ability to service an existing book of business upon hire
* The ability to build a strong client base with the credit union's exceptional referral system
* Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
* The opportunity to find new clients via the credit union's member base
* The opportunity to create client solutions without proprietary products
* The ability to grow your business with LPL's combination of tools, technology, and support
* The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
* The opportunity to capitalize on the credit union's reputation and community standing
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:
* Access to our proprietary technology and a suite of customized services
* An open architecture platform with access to thousands of investment products from leading third-party product sponsors
* Resources and expertise across the firm to help you create client solutions
* The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
* Series 7 and 66 (63/65) required
* Insurance license required
* Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
* REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Oklahoma Central Credit Union.
Tracking # 1-05026674
Pay Range:$60,000 - $125,000
The 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.
Diversity, Equity, Inclusion, & Belonging Internship
Finance Internship Job In Tulsa, OK
TTCU Federal Credit Union is seeking a passionate and motivated DEIB Intern to join our Diversity, Equity, Inclusion, & Belonging team. This internship offers a hands-on opportunity to support the development, execution, and evaluation of DEIB initiatives that promote an inclusive, equitable, and diverse workplace culture. The ideal candidate will be eager to learn, have strong communication skills, and demonstrate a commitment to social justice and inclusion. The intern will also contribute to researching, planning, and organizing of events to promote education, awareness, and assist in the coordination of business resource groups (BRGs) and the DEIB Strategy Team.
Essential Job Functions and Responsibilities:
Conduct research on DEI best practices, trends, and initiatives across industries. Analyze data related to organizational DEI efforts, identifying opportunities for improvement and measuring progress.
Plan and organize events aimed at increasing awareness and education on DEI topics. Coordinate logistics, such as venue booking, materials preparation, and communication for DEI events and training sessions.
Assist in the establishment and organization of new ERGs. Provide administrative support, including scheduling meetings and tracking action items.
Collaborate with the DEI Strategy Team to develop and implement the organization's DEIB strategic plan. Track and communicate progress on DEI-related goals and initiatives.
Help create communication materials, such as newsletters, presentations, and social media content, to promote DEI initiatives. Engage with employees across the organization to encourage participation in DEI programs and activities.
Minimum Qualifications:
Current enrollment in or recent completion of a bachelor's or master's degree program in Human Resources, Organizational Development, Social Sciences, or a related field.
Strong interest in diversity, equity, and inclusion topics, social justice, and organizational culture.
Ability to work independently, as well as collaborate within a team environment.
High attention to detail and strong organizational skills.
Demonstrated commitment to fostering an inclusive environment.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with virtual meeting platforms.
Prior experience supporting DEIB initiatives or organizing DEIB-related events is preferred. Documented training in DEIB concepts and practices is a strong advantage.
What You Will Gain:
Hands-on experience working within the DEIB space at a TTCU Federal Credit Union.
Exposure to a wide range of DEIB initiatives, strategies, and challenges.
Opportunity to contribute to meaningful projects that make a real impact on the workplace culture.
Professional development and networking opportunities.
SAP Finance Consultant, Manager
Finance Internship Job In Tulsa, OK
**Specialty/Competency:** SAP **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
Those in SAP finance at PwC will specialise in providing consulting services for SAP finance applications. You will analyse client requirements, implement software solutions, and offer training and support for seamless integration and utilisation of SAP finance applications. Working in this area, you will enable clients to optimise financial processes, improve financial reporting, and achieve their strategic objectives.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
**Minimum Degree Required**
Bachelor's Degree
**Minimum Year(s) of Experience**
6 year(s)
**Preferred Knowledge/Skills**
Demonstrates extensive knowledge and/or proven record of success in consulting, designing, implementing and leading consulting engagements within the SAP Central Finance suite including:
- Demonstrates extensive-level experience in implementing SAP Finance, S/4HANA and Central Finance;
- Demonstrates extensive-level experience and a proven record of success leading a team in configuration and implementation of Financial Accounting, Managerial Accounting,Êand Central Finance;Ê
- Demonstrates a proven record of success in designing and redesigning Enterprise Data Model especially in the context of preparing for a SAP Central Finance implementation;
- Demonstrates extensive abilities and a proven record of success as a team leader of Corporate Finance Processes supported by Central Finance such as central payments, open item management, credit management, and shared services;
- Demonstrates a proven record of success as a team leader driving work to establish business requirements are met;
- Demonstrates proven thorough abilities to utilize effectively written, verbal, and presentation business communication skills when interacting with clients and firm staff and/or management in a professional services business environment, including articulating technical concepts to business stakeholders and driving development efforts with clients;
- Demonstrates proven thorough abilities and success as a team leader by creating a positive environment, monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members, providing candid, meaningful feedback in a timely manner, and keeping leadership informed of progress and issues;
- Demonstrates extensive-level experience in SAP Central Finance and S/4HANA with specific focus on SAP Finance/Controlling/Accounting;
- Demonstrates a proven record of experience on how SLT works in multi ERPs source system, mapping through SLT and MDG and defining Central finance future architecture;
- Demonstrates extensive-level experience in SAP S/4HANA with reference to Central Finance;
- Demonstrates a proven record of success and eagerness to prototype, value case, and grow the practice in the latest S/4HANA Central Finance use cases;
- Demonstrates proven success as a team leader as the point of contact with customers for troubleshooting, investigating, analyzing, solving software problems, mapping client business requirements, processes and objectives, and developing necessary product modifications to satisfy customerÕs needs;
- Demonstrates proven ability to conduct complex and interactive solutioning workshops; and,
- Demonstrates proven experience utilizing technical and industry knowledge to identify complex client issues and build long-term business relationships with key executives through engagement delivery, as well as networking in professional organizations.
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: ***********************************
Financial Services Professional
Finance Internship Job In Tulsa, OK
Are you a leader who has the following traits?
Competitive
Business Minded
Coachable
Communicative
Self-disciplined
Authentic
If yes, consider becoming an Insurance Agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of the clients.
Awards & Accolades...
We're proud of our financial strength
A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody's)
AA+ Very Strong (Standard & Poor's)
We're proud of our position in the industry
New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine
Training Magazine's Training Top 100 for 2021
We're proud to be recognized by organizations that also value diversity.
Human Rights Campaign: 2022 Corporate Equality Index
Forbes 2022: America's Best Employers for Diversity
Latino Leaders 2022 Best Companies for Latinos to Work
We're proud of the help we've provided and continue to provide to clients.
5.5 million Lives Protected. Includes all owners of individual life insurance and annuity policies
$938 million Lifetime Annuity Income Paid. Includes all payouts on individual income annuity products
$4.9 billion In Living Benefits Awarded. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed
Over $1.1 trillion Life Insurance Protection In Force. Includes term, whole, and universal life
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
1. Offered by properly licensed Registered Representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency, and a New York Life Company.
2. Wealth Management and advisory services are offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser, and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
3. Based on 2020 Company data. Actual income and compensation are not guaranteed and depend on a number of factors, including the individual sales results and contract type of each agent. The historical income figures shown above do not take into account agent-authorized expenses that can reduce the compensation payments an agent receives.
4. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Rating Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 6/22/2022).
6. A full list of our awards is available here: ****************************************************************
7. Source: ********************************************************************************************************************* order to qualify for Learning Elite status, organizations that choose to apply must succeed in scoring above the qualifying benchmark in five key performance areas that are core to L&D: learning strategy, leadership commitment, learning execution, learning impact, and business performance results.
8. Source: Training Magazine **********************************************************************************
9. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation for the 12 months ending December 31, 2021.
10. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2021. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,139.45 billion on December 31, 2021 (including $182.30 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
What we offer...
Training and development We'll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your career. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents.
Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social and email content.
Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division that offers wealth management and advisory services, estate planning strategies, and business solutions.
Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you You have the power to determine your own income with our commission-based compensation. Individual agent performance will determine their income. Benefits include medical, dental, vision, a 401k, and a pension.
Financial Analyst
Finance Internship Job In Tulsa, OK
Financial Analyst
Salary: up to 95K
SBCS has partnered with a growing organization who is seeking a highly skilled and motivated Financial Analyst to join their team on a full-time, permanent basis. The ideal candidate will have a strong background in finance and a passion for analyzing data and providing valuable insights to drive business decisions.
Key Responsibilities:
- Conduct financial analysis and forecasting, including budgeting, variance analysis, and financial modeling
- Monitor and analyze financial performance metrics, identifying trends and providing recommendations for improvement
- Develop and maintain financial reports and dashboards for key stakeholders
- Collaborate with cross-functional teams to support strategic initiatives and identify opportunities for cost savings and revenue growth
- Prepare and present financial presentations to senior leadership and clients
- Stay updated on industry trends and best practices to ensure the company remains competitive and financially sound
Qualifications:
- Bachelor's degree in Finance, Accounting, or related field
- 2-3 years of experience in financial analysis or a similar role
- Strong analytical and problem-solving skills
- Proficient in financial modeling and data analysis
- Advanced Excel skills and experience with financial software
- Excellent communication and presentation skills
- Ability to work independently and in a team environment
- CPA or CFA certification is a plus
Benefits:
- Competitive salary and benefits package
- Opportunities for professional growth and development
- Dynamic and collaborative work environment
- Exposure to a variety of industries and clients
- Work-life balance and flexible hours
If you are a self-driven and detail-oriented individual with a passion for finance and a desire to make an impact, we encourage you to apply for this exciting opportunity with Strategic Business Consulting Services. We look forward to hearing from you!
Merrill Experienced Financial Advisor
Finance Internship Job In Tulsa, OK
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**:**
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:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**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.
Audit & Assurance Intern - Winter 2026
Finance Internship Job In Tulsa, OK
Audit Intern During your internship at Grant Thornton, you will be exposed to audit procedures in the areas of cash, receivables, inventory, fixed assets, payrolls, and expense analysis. You will have an opportunity to work alongside Partners, Senior Executives, and peers as a member of the engagement team. Additionally, you will have an opportunity to learn new skillsets, be involved in office community activities, and build lasting relationships with members of the Grant Thornton team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reviewing and auditing business transaction cycles including cash, treasury, capital expenditures, and other income and expenses
Researching audit issues, utilizing electronic data bases, and review-tracking financial information utilizing audit related software
Identifying, assessing, and informing senior staff members of audit related issues
Collaboratively working with client team members while building rapport and strong client relationships
Working closely with staff, managers, and partners on all phases of the project
Working on a variety of client engagements in varying industries
Networking with your peers
Meeting with your mentor for regular feedback and professional development discussions
Connecting with fellow interns and Grant Thornton staff at social events
Participating in team-building exercises
Giving back to the community through outreach activities
Sharpening your leadership skills
Other duties as assigned
QUALIFICATIONS
Bachelor's or Master's degree in Accounting
Minimum major and overall GPA of 3.0/4.0 preferred
The willingness and ability to work additional hours, as needed, and travel to various client sites
Excellent analytical, communication (written and verbal) and interpersonal skills
Strong technical aptitude and skillset
Demonstrated project management skillset including project planning and time management
Ability to work efficiently and effectively in a complex team environment
Ability to travel on short notice and work additional hours as necessary.
About Us
At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better.
In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.
In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets.
About the Team
The team you're about to join is ready to help you thrive. Here's how:
- Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site.
- Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household.
- We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ******************
- When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ******************
Here's what you can expect next:
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************.
Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: **********************************************************
+ Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave, and are paid for firm holidays that fall within their internship period.
+ Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
Additional Details:
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ************.
For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Audit & Assurance Staff Intern - Summer 2026
Finance Internship Job In Tulsa, OK
The internship program provides an introduction to audit. As an intern in Deloitte's Audit & Assurance practice, you'll experience the auditing profession from a real-world perspective. You'll get in-depth exposure to the auditing profession and learn more about the day-to-day responsibilities of an auditor. You'll receive guidance and work closely with experienced audit professionals, as well as have the opportunity to participate in networking activities. You'll have exposure to issues shaping and affecting the profession today as well as topics related to your own career development. Your counselor will serve as a vital source of information and advice, offering timely, constructive feedback on your performance.
Recruiting for this role ends on May 1, 2025.
Work you'll do
During your internship, you'll sharpen your analytical skills as you audit client financials, transactions and internal control processes. You'll work with audit team members and learn how to apply concepts of risk assessment and how to design and perform audit procedures responsive to those risks. You will execute these audit procedures using our cutting-edge audit tools and technologies that use artificial intelligence, advanced analytics, data visualizations and process flow automation to perform data interrogation and analysis of client data.
The successful intern will have:
* Demonstrated effective verbal and written communication skills
* Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
* Proven experience working independently and managing multiple assignments in a dynamic environment
The Team
Our team culture is collaborative and encourages team members to take initiative and seek on-the-job learning opportunities. Our audit professionals are committed to excellence and to enhancing the trust of the investing public and capital markets. Quality is our top priority, and by focusing on innovation, we continue to raise the bar on quality and deliver greater value to our clients. Learn more about Deloitte Audit & Assurance.
Qualifications Required:
* Pursuing a Bachelor of Science/Business Administration in Accounting or related field
* Definitive plans for meeting minimum requirements for CPA eligibility
* Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
* Limited immigration sponsorship may be available
* Candidates must be at least 18 years of age at the time of employment
Preferred:
* Strong academic record, minimum GPA of 3.0
* Pursuing a Master of Science in Accounting or related field
Information for applicants with a need for Accommodation
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The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $24.77/hour to $44.77/hour.
Recruiting tips
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and culture
Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work.
Our purpose
Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.
Professional development
From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte & Touche LLP, a subsidiary of Deloitte LLP. Please see ************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. See notices of various ban-the-box laws where available.
Requisition code: 187332
Audit Intern - Spring & Summer 2026
Finance Internship Job In Tulsa, OK
Audit & Assurance Internship
CCK Strategies provides challenging work and a positive work environment while providing our interns with opportunities to gain valuable experience and knowledge in career development. CCK Interns are important members of the team. In this compensated program, tasks may vary based on client and project needs which may include gathering information and entering in the audit software, assisting the engagement team with workpaper preparation, participating in discussions of engagement risk assessment and planning, completing assigned tasks for each engagement, and addressing review notes in a thorough and timely manner. CCK Interns adhere to all relevant information security policies and procedures, ensuring the protection of sensitive data and upholding the integrity and confidentiality of the company information.
CCK is looking for applicants with integrity, work ethic, and commitment who appreciate a culture of care and teamwork. Ideal candidates have completed an audit course and completed their sophomore year before starting the internship. Audit & Assurance internships are 8 to 12-week sessions. Work schedules are determined before the start date, based on class schedule, usually ranging between 15-30 hours per week with work hours between 8AM-5PM, Monday- Friday. Currently, we offer tax internships in the spring semester and summer in our Tulsa and Frisco offices.
Qualifications: 3.25 GPA
Requirements
Qualifications: 3.25 GPA
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CCK Strategies, PLLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Data Analyst Intern
Finance Internship Job In Tulsa, OK
Job Details Enovation Controls, LLC - Tulsa, OK Internship GED/High School Negligible Day General BusinessDescription
About Us
Enovation Controls specializes in complex projects, offering unparalleled expertise and innovative solutions. As a turnkey provider, we are dedicated to delivering game-changing technology and exceeding expectations. Our commitment to excellence is embedded in our core values, and we seek individuals who resonate with our values and thrive in our dynamic environment. With diverse teams and a focus on high-performance standards, we are proud to be recognized as a Great Place to Work for five consecutive years.
Description
We are looking for a Data Analyst student to join our team of Summer 2025 Interns. Our internships are full-time, paid, and will run from May 19
th
through August 1st, 2025. This role will perform business analysis, including but not limited to, Descriptive Analysis and Predictive Analysis to assist decision making for the business. This position will apply qualitative and quantitative techniques to interpret the data and produce substantiated recommendations to the organization. The internship assignment is designed to provide the student real-life work experience and training in the day-to-day activities in a manufacturing facility. Our internships are part of our recruiting strategy to attract and retain highly qualified talent.
Key Job Responsibilities
Data collection, cleaning, and processing.
Track and quantify operation risks to project month/quarter-end financials.
Apply qualitative and quantitative techniques/methods utilizing statistical techniques and software to collect and interpret data to produce substantiated recommendations on sales trends, sales projections, budgets, etc.
Convert data and findings into understandable tables, graphs, and written reports.
Support BI/Analytics Team with reporting duties.
Want to learn more about what our internships look like? Visit this link.
Qualifications
Requirements
Pursuing a bachelor's degree Data Analytics, Business Economics, MIS, Statistics, Computer Science or related field.
Minimum of a 3.0 GPA
Experience in Power BI, including DAX and Power Query development, data modeling, building visuals in Power BI Desktop (or similar business intelligence software).
Analytical and problem-solving skills with attention to detail.
Expertise with Excel, PowerPoint, Word.
Translating project requirements into data solutions.
Preferred Skills
Ability to work effectively with others and meet deadlines and goals in a fast-paced environment.
Proficient with Microsoft Office Outlook, and Teams.
Self-motivated, organized, and self-starter.
Audit & Assurance Intern - Winter 2026
Finance Internship Job In Tulsa, OK
Audit Intern
During your internship at Grant Thornton, you will be exposed to audit procedures in the areas of cash, receivables, inventory, fixed assets, payrolls, and expense analysis. You will have an opportunity to work alongside Partners, Senior Executives, and peers as a member of the engagement team. Additionally, you will have an opportunity to learn new skillsets, be involved in office community activities, and build lasting relationships with members of the Grant Thornton team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reviewing and auditing business transaction cycles including cash, treasury, capital expenditures, and other income and expenses
Researching audit issues, utilizing electronic data bases, and review-tracking financial information utilizing audit related software
Identifying, assessing, and informing senior staff members of audit related issues
Collaboratively working with client team members while building rapport and strong client relationships
Working closely with staff, managers, and partners on all phases of the project
Working on a variety of client engagements in varying industries
Networking with your peers
Meeting with your mentor for regular feedback and professional development discussions
Connecting with fellow interns and Grant Thornton staff at social events
Participating in team-building exercises
Giving back to the community through outreach activities
Sharpening your leadership skills
Other duties as assigned
QUALIFICATIONS
Bachelor's or Master's degree in Accounting
Minimum major and overall GPA of 3.0/4.0 preferred
The willingness and ability to work additional hours, as needed, and travel to various client sites
Excellent analytical, communication (written and verbal) and interpersonal skills
Strong technical aptitude and skillset
Demonstrated project management skillset including project planning and time management
Ability to work efficiently and effectively in a complex team environment
Ability to travel on short notice and work additional hours as necessary.