Finance advising internship job description

Northwestern Mutual has been helping families and businesses achieve financial security for almost 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

We specialize in:

• Comprehensive Financial Planning – Personal Planning Analysis – Asset & Income Protection
• Education Funding – Investment & Advisory Services – Trust Services – Estate Analysis
• Retirement Solutions – Business Needs Analysis – Employee & Executive Benefits

Have you ever through about owning your own business? The Financial Advisor Development Program is an accelerated training program that acts as a “boost” into a full-time career in financial planning with Northwestern Mutual. Outstanding individuals will be given the opportunity to participate in an intense educational experience, to lay the foundation for a client base and a successful practice. You will be supported by your office colleagues, training programs, mentoring and an unlimited access to industry resources. At Northwestern Mutual, you’ll work for yourself but never by yourself!

During the program, individuals work to:

• Master our personalized planning process
• Improve their networking skills
• Build on classroom knowledge
• Develop lifelong professional skills
• Create a potential foundation for a long-term career as a financial planner at NM

Do YOU like the idea of... Top-notch training? Schedule Flexibility? Team support and mentorship? Compensation to match your ambition? Daily interactions with your own clients? Working in a fast-paced, hands-on environment? THIS PROGRAM HAS IT ALL! No financial experience required. With one of the top training programs in the country, we will train, coach, mentor and develop the right candidate to be successful in this industry. Here, you’ll have access to award-winning training, technology, planning tools and supportive mentors to help you deliver expert advice to your clients.

98% of program participants reported that the program was instrumental or very helpful to their future careers —whether in the financial services industry, sales or other business endeavor.

Johnson Financial Group is looking for a Financial Advisor Intern for Summer 2023 in Madison!

As a Financial Advisor Intern with Johnson Financial Group Financial Advisors, you will get a well- rounded, hands-on experience working in our Consumer Wealth department with several experienced Financial Advisors. You will experience what it's like to be an advisor within a financial institution as well as work behind the scenes to understand what it entails to support a high-performing advisor sales team. Plus, you will get extensive exposure to members of Leadership across Wealth as well as other departments at Johnson Financial Group.

During this internship you will:

* Attend weekly Sales and Operations team meetings
* Attend client meetings with a financial advisor
* Assist financial advisors in preparing for client meetings and running their business
* Gain exposure to financial planning software including eMoney and MoneyGuidePro
* Gain experience creating retirement plans
* Attend industry and advisor development trainings
* Study and obtain the Securities Industry Exam (SIE)
* Work on assigned projects

Qualifications:

* Actively seeking a degree in financial planning, marketing, finance or related field
* Junior or Senior standing
* Minimum GPA of 3.0
* Member of a financial or investment organization a plus

Duration: 10 weeks June 5, 2023 - August 11, 2023

Salary: $18.00/ hour

About Us

Johnson Financial Group is a privately held, full service financial services company, based in Racine, WI offering expertise in banking, wealth & insurance. We use a team approach to provide our personal and business customers with responsive and comprehensive custom solutions. Our unique structure allows us to respond quickly, leveraging a wide range of products and services few other financial institutions can match.

Our Priorities and Guiding Values:

* We believe in acting with ethics and integrity in all we do
* We believe in the importance of customers, and hold ourselves accountable for our interactions
* We believe in the dignity of all people and the strength of teams
* We believe in the importance of family and community

Johnson Financial Group is an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.

Intern - GPS Engagement Financial Advisors

GPS EFA Practice:

Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and account financial management serving as a focal point for aspects of engagement, program, and account financial management control. EFAs provide financial management knowledge for the entire engagement management team(s) by owning all financial reporting and analysis for engagements and accounts. Their greatest value, however, is in the understanding and application of engagement business and financial processes both to individual projects and to client accounts. GPS EFAs specialize in serving Deloitte's Higher Education, federal, state and local government clients. The Government and Public Services consulting practice is built around integrated core capabilities - people, process and technology and Government & Public Services industry expertise - the capabilities needed to help clients to tackle their most complex challenges.

Work You Will Do:

GPS Intern EFAs are responsible for supporting one or more engagement teams through successful management of the financial analysis and the implementation of engagement financial management controls. On any given assignment, a GPS Intern EFA may be responsible for the following activities:

+ Assist project leadership by preparing budgets and forecasts and reviewing baselines to project and track financial metrics such as revenue, costs, and profitability.

+ Take part in lifecycle of engagements including set up, revenue recognition and compliance, monthly accounting close, monitor funding, process vendor invoices, support procurement and billing/collection activities, and facilitate engagement closeout.

+ Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide engagement financial advice.

+ Ensure compliance with applicable policies and procedures, Federal regulations and guidelines and contractual requirements

+ Additional financial analyses including reconciliations and variance analyses

+ Understand and utilize standard processes for engagement financial management, quality management, and risk management

+ Contribute to the growth and development of the overall GPS EFA Practice through active involvement in a practice initiative

The Team

Our GPS EFA practice supports engagement teams in defining requirements we sign up to in our contracts. We help to define staffing and other forecast items in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for engagements' phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients' projects on track and on cost.

Qualifications

Required:

+ We are seeking junior standing undergraduate candidates who have demonstrated exceptional performance in these or other related majors: Accounting, Finance, Economics, and Business Management

+ Strong working knowledge of MS Office programs: Excel, PowerPoint and Outlook

+ Attention to detail and timeliness in delivering on commitments

+ Strong analytical and critical thinking skills with the ability to solve complex problems and communicate findings

+ Strong oral and written communication skills, including excellent presentation skills

+ Outstanding attention to detail and adherence to project deadlines

+ Ability to work effectively, both independently and as a member of a team

+ Ability to handle multiple tasks in a fast-paced environment

+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

+ The start date for this position will be in 2023

Lifestyle/Travel Guidelines:

+ All candidates must be willing and able to travel as needed for their clients, however, depending on staffing needs, most positions are in-office-based with limited travel required. While limited travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.

Preferred:

+ Strong academic track record (minimum GPA of 3.2 preferred)

+ Experience with MS Access and MS Project applications

For individuals assigned and/or hired to work in Colorado, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the State of Colorado and 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 delivery model. We would not anticipate that the individual hired into this role would land at or near the top end of the range, but such a decision will be dependent on the facts and circumstances of each case. A reasonable estimate of the range is $25/hr.

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.