Job Description
River Bank & Trust is looking for a FinancialAdvisor who is prepared to make a difference in the lives of our customers, by providing sound advice regarding their financial planning and needs. This is achieved not only through the bank's commitment to support your success, but also through your community involvement and relationships paired with your professional financial experience.
Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
Meet with customers to assess their financial needs and goals
Develop strategies that align with each customer's risk tolerance and financial objective
Offer financial advice which follows a Best Interest standard through the implementation of a variety of financial products and services
Guide the customer through their options and each step towards suitable and risk-appropriate financial decisions
Cultivate and maintain customer relationships, including regular account reviews and community involvement
Maintain and stay updated on regulatory compliance and industry trends
Build and maintain customer relationships, internal referral network, and community involvement
Minimum Qualifications:
Bachelor's degree in finance or related field, preferred
At least 2 years' experience as a FinancialAdvisor or relevant experience
Certifications to include: Alabama Insurance Life and Health License, Series 7, Series 66
Skills, Abilities & Expectations:
This position may require traveling within the region at a minimum. Must have transportation that allows for this.
Knowledge of financial options and products with a willingness to adapt to industry trends
Expertise in financial planning and investment strategies
Be familiar with and follow policy and procedures
Stay abreast of regulatory requirements and industry trends
Ability to maintain composure and professionalism in volatile and high anxiety environments
Ability to exhibit patience, professionalism and calm composure with difficult or agitated customers
Complete annual compliance training applicable to the position
Customer service must be a top priority whether internally or externally
Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Detail oriented and organized
Ability to analyze financial information and explain market data
Excellent interpersonal and communication skills
Integrity, discretion, and respect for confidential information are essential
Willingness to adapt to change
Work within a variety of different financial planning software and web applications
Able to prioritize duties and effectively manage time
Analytical and problem-solving skills
Attend work regularly, on time, and withstand varying degrees of stress
Maintaining a professional, business-like appearance and demeanor
Proficiency in Microsoft Office products including: Word, Excel, and Outlook
Physical Demands:
The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle, or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbents must attend work regularly, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, good standing, fully competent performance, and other non-discriminatory subjects.
Equal Opportunity Employer Statement:
River Bank & Trust is proud to be an equal-opportunity employer committed to maintaining a diverse and inclusive work environment. We will not discriminate based on race, age, disability, or any other non-merit characteristics when considering qualified applicants/employees for hire, transfers, promotions, terminations, training, or any other opportunities that may arise.
$57k-99k yearly est. 16d ago
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Financial Advisor - Birmingham, AL
Country Financial 4.4
Finance advisor job in Birmingham, AL
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financialadvisors are contracted as COUNTRY Trust Bank FinancialAdvisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank FinancialAdvisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financialadvisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank FinancialAdvisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financialadvisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$58k-96k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Hoover, AL
Becoming a financialadvisor 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 financialadvisor, 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 financialadvisor, 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 financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, 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 relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$56k-99k yearly est. Auto-Apply 13d ago
Merrill Experienced Financial Advisor
Bank of America 4.7
Finance advisor job in Birmingham, AL
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; Buffalo, New York; 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
**To proceed with your application, you must be at least 18 years of age.**
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**:**
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 FinancialAdvisors 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 FinancialAdvisor 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 financialadvisors 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 financialadvisors 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 FinancialAdvisor
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, 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.
View your **"Know your Rights (************************************************************************************** "** poster.
**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.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
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.
$45k-74k yearly est. 60d+ ago
Data Management Intern
Job Listingsintegration Innovation, Inc.
Finance advisor job in Huntsville, AL
i3 is seeking a motivated and detail-oriented Data Management Intern to support critical initiatives in defense data handling and analysis. This role offers hands-on experience in managing Department of Defense (DoD) test data, facilitating the ingestion of mission-critical information for weapon system analysts, digitizing a national archive of historical defense records, and contributing to the sustainment of the United States' most elite missile defense systems.
As an intern, you will:
Collaborate with experienced professionals in a secure environment, gaining valuable insights into data management practices within high-stakes national security contexts.
Receive mentorship from industry experts in data management and defense systems.
Gain exposure to technologies supporting national missile defense initiatives.
Receive Oopportunities for professional development, including training in secure data handling and potential contributions to real-world projects.
Experience a collaborative, mission-driven work environment focused on innovation and excellence.
This internship is for the Summer 2026 timeframe and will be an onsite role in Huntsville, AL.
Responsibilities
Assist in the ingestion, organization, and processing of DoD test data from various mission sources, ensuring accurate and timely delivery to weapon system analysts for evaluation and decision-making.
Support the digitization of a national archive, including scanning, cataloging, and metadata tagging of historical documents to enhance accessibility and preservation.
Contribute to data management tasks related to elite missile defense systems, such as data validation, quality assurance, and integration into analytical workflows.
Collaborate with cross-functional teams to develop and implement data protocols that comply with DoD security standards and regulations.
Perform routine data audits, generate reports on data integrity, and identify opportunities for process improvements.
Participate in team meetings and contribute to documentation of data management procedures.
Other duties as assigned.
Qualifications
Required Qualifications and Skills
Current enrollment in an undergraduate or graduate program in Data Science, Information Technology, Computer Science, Engineering, or a related field at the time of the internship (Summer 2026) or the semester immediately following (Fall 2026).
Basic understanding of data management principles, including data ingestion, storage, and retrieval processes.
Familiarity with tools and technologies such as databases (e.g., SQL), data processing software (e.g., Python or R for scripting), and digitization platforms; prior experience with DoD-related data systems is advantageous but not required.
Strong analytical skills with attention to detail and the ability to handle sensitive information responsibly.
Excellent organizational and communication abilities, with proficiency in producing clear, professional documentation.
Active Secret Clearance or the ability to obtain and maintain a DoD security clearance.
U.S. Citizenship is required.
Willingness to undergo background checks as needed.
Demonstrated interest in defense technologies, national security, or archival digitization projects.
Preferred Qualifications
Knowledge of DoD data standards, compliance frameworks (e.g., NIST), or mission test data protocols.
Prior internship or coursework in defense, aerospace, or government sectors.
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.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; handle or feel; and reach with hands and arms.
The employee is occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. The employee must be able to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
Regular i3 hours are 8:00 a.m. - 5:00 p.m. Monday-Friday, however, additional hours may be required on occasion. Regular and punctual attendance is required.
About i3
i3 is a technically diverse, 100% team member owned business, headquartered in Huntsville, Alabama specializing in missile and aviation systems engineering and logistic services, electronic warfare and electromagnetic effects analysis, UAS system integration and flight operations, full lifecycle C5ISR engineering services, cybersecurity and IT/IA innovative solutions and virtual training, simulation & serious game development and implementation. We have established a broad offering of products and capabilities collectively providing decades of experience supporting the full complement of DoD military services, Missile Defense Agency, National Aeronautics and Space Administration, and a variety of other Government organizations and private industry customers.
Perks of being a team member owner include:
Long-term financial security
Higher job satisfaction
Greater job security
Personal and professional growth
Great company culture
Other outstanding benefits:
Excellent insurance coverage
401(k) match
Generous PTO
Health and wellness incentives
Tuition and certification reimbursement
Countless opportunities to give back to the community through i3 Cares
We work hard. We compete hard. We play hard. Apply now to join us!
$49k-104k yearly est. Auto-Apply 16d ago
Portfolio Strategy Analyst
Auburn University 3.9
Finance advisor job in Auburn, AL
Details Information Requisition Number S4963P Home Org Name Portfolio Strategy (Orgn: 104091) Division Name Senior VP, Advancement Position Title Portfolio Strategy Analyst Job Class Code OA54A, OA54B Appointment Status Full-time Part-time FTE Limited Term No Limited Term Length Job Summary
Auburn Advancement is excited to begin the search for a Portfolio Strategy Analyst to join our operations and strategy team. In this position, you will collaborate with colleges and units to enhance fundraising efforts through strategic prospect research and analysis. This role supports fundraisers by developing and managing donor pipelines, providing training, and ensuring effective communication.
What You'll Do:
* Collaborate with Fundraising Units: Partner with colleges and units to address moderately complex research and prospect management needs.
* Support Fundraisers: Assist development officers in pipeline development and portfolio management through training, communication, and strategic guidance.
* Conduct Strategic Meetings: Facilitate quarterly pipeline meetings to discuss prospect management, pipeline development, and portfolio strength.
* Maintain Data and Metrics: Update database records, track fundraising goals, and ensure consistent research and prospect management practices across units.
Why You'll Love It Here:
* Impactful Work: Your efforts will directly contribute to the growth and success of Auburn University and its priorities.
* Collaborative Environment: Join a team of dedicated professionals who are committed to making a difference.
* Purpose Driven Work: Align your passion and fulfillment to your work, where you're trusted to reach your full potential and achieve your pinnacle career experience.
* Culture by Design: Thrive in a culture that champions respect, accountability, and professional development.
Now is the perfect time to join Auburn Advancement, a dynamic team encompassing Operations and Strategy, Culture and Talent, Engagement, Philanthropy, and Communications. Under the visionary leadership of Senior Vice President Rob Wellbaum - a seasoned and respected advancement professional - our organization is set to revolutionize the future of Advancement.
Essential Functions
Purpose
* Assist in the development, management, and tracking of fundraising goals and metrics.
* Identify, qualify, rate, and assign major gift prospects to development officers in support of fundraising objectives.
Collaboration
* Partner with colleges and units requiring moderately complex research and prospect management needs.
* Work closely with assigned development officers to comprehend and align with their priorities, portfolios, and prospect goals.
* Facilitate quarterly pipeline meetings to discuss prospect management, pipeline development, and portfolio strength.
Innovation
* Promote a consistent approach to research and prospect management across units through regular communication, training, and alignment with Advancement priorities.
* Offer training and database support to development officers on prospect management and research resources and policies.
Production
* Update and maintain records related to development officer portfolios and relationship manager assignments.
* Update database records, track fundraising goals, and ensure consistent research and prospect management practices across units.
* Maintain accurate records of donor interactions, engagement activities, and program participation, ensuring information is effectively leveraged for future outreach.
Why Work at Auburn?
* Life-Changing Impact: Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
* Culture of Excellence: We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
* We're Here for You: Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance.
* Sweet Home Alabama: The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
* A Place for Everyone: Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
Ready to lead and shape the future of higher education? Apply today! War Eagle!
Minimum Qualifications
Minimum Qualifications
Level I -
* Bachelor's degree
Level II -
* Bachelor's degree plus 5 years of experience in data maintenance, reporting, and research.
Minimum Skills, License, and Certifications
Minimum Skills and Abilities Minimum Technology Skills Minimum License and Certifications
Desired Qualifications
Desired Qualifications
Posting Detail Information
Salary Range $46,680- $73,940 Job Category Auburn Advancement Working Hours if Non-Traditional Monday- Friday: 7:45am-4:45pm- may occasionally work nights and weekends City position is located in: Auburn State position is located: Alabama List any hazardous conditions or physical demands required by this position Posting Date 12/15/2025 Closing Date Equal Opportunity Compliance Statement
It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit their website to learn more.
Special Instructions to Applicants Quick Link for Internal Postings *******************************************
Documents Needed to Apply
Required Documents
* Resume
* Cover Letter
Optional Documents
Supplemental Questions
Required fields are indicated with an asterisk (*).
* * Please tell us how you first heard about this opportunity.
(Open Ended Question)
* * Please select the answer that best describes your current employment relationship with Auburn University:
* Current full-time Auburn or AUM employee within probationary period
* Current full-time Auburn or AUM employee outside of probationary period
* Current part-time Auburn or AUM employee
* Not an Auburn or AUM employee
* * Do you have a Bachelor's degree from an accredited institution?
* Yes
* No
* Will obtain within 6 months
$46.7k-73.9k yearly 36d ago
Financial Advisor
First Horizon Corp 3.9
Finance advisor job in Huntsville, AL
As a FinancialAdvisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful FinancialAdvisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.
Key Responsibilities
* Drive growth in your market and achieve revenue and profitability goals.
* Actively communicate the firm's value proposition and advice-based service offering to all stakeholders.
* Develop client relationships through internal banker referral partners and external COIs.
* Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate.
* Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships.
* Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions.
* Engage your connectivity in the community to foster business development.
Qualifications:
* 4+ years experience in the Financial Services industry.
* Bachelor's Degree required from accredited college or university.
* Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged.
* Excellent consultative sales skills, with demonstrated business development track record.
* Strong written and oral communication skills.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$45k-63k yearly est. 40d ago
Finance Intern - Summer 2026
Exsif Worldwide
Finance advisor job in Haleyville, AL
Fontaine Trailer
As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best.
Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe.
Fontaine Trailer Company
Summary of Responsibilities:
The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Controller but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership.
Key Projects:
• Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates
• Participate in annual fixed asset and inventory physicals
• Support acquisition integration and due diligence remediation
• Ad-Hoc financial analysis
• Special projects at the direction of supervisor
• Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations
Required Education and Experience:
• Pursuing an undergraduate degree in accounting or finance
• Rising junior or senior
• Strong interest in applying accounting knowledge to practical problems
• Ability to comply with deadlines
• Problem solving and critical thinking skills
• Excellent organizational skills
• Interest in technology and process improvement
• Proficient in Microsoft Excel and PowerPoint
• No previous experience required
Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
$31k-44k yearly est. Auto-Apply 60d+ ago
Finance Intern - Summer 2026
Future Metals 4.2
Finance advisor job in Haleyville, AL
Fontaine Trailer
As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best.
Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe.
Fontaine Trailer Company
Summary of Responsibilities:
The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Controller but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership.
Key Projects:
• Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates
• Participate in annual fixed asset and inventory physicals
• Support acquisition integration and due diligence remediation
• Ad-Hoc financial analysis
• Special projects at the direction of supervisor
• Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations
Required Education and Experience:
• Pursuing an undergraduate degree in accounting or finance
• Rising junior or senior
• Strong interest in applying accounting knowledge to practical problems
• Ability to comply with deadlines
• Problem solving and critical thinking skills
• Excellent organizational skills
• Interest in technology and process improvement
• Proficient in Microsoft Excel and PowerPoint
• No previous experience required
Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
$35k-44k yearly est. Auto-Apply 60d+ ago
Finance Intern - Summer 2026
Fontaine Spray Suppression Company
Finance advisor job in Cullman, AL
TSE Brakes, Inc.
As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best.
Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe.
HD Brakes Platform
Summary of Responsibilities:
The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Shams Noorani but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership.
Key Projects:
• Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates
• Participate in annual fixed asset and inventory physicals
• Support acquisition integration and due diligence remediation
• Ad-Hoc financial analysis
• Special projects at the direction of supervisor
• Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations
Required Education and Experience:
• Pursuing an undergraduate (or Graduate) degree in Accounting/Finance or related field
• Rising junior or senior
• Strong interest in applying Accounting/Finance knowledge to practical problems
• Ability to comply with deadlines
• Problem solving and critical thinking skills
• Excellent organizational skills
• Interest in technology and process improvement
• Proficient in Microsoft Excel and PowerPoint
• No previous experience required
Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
$31k-44k yearly est. Auto-Apply 60d+ ago
Finance Intern - Summer 2026
Marmon Holdings, Inc.
Finance advisor job in Springville, AL
Fontaine Specialized As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best.
Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe.
Fontaine Specialized
Summary of Responsibilities:
The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Controller but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership.
Key Projects:
* Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates
* Participate in annual fixed asset and inventory physicals
* Support acquisition integration and due diligence remediation
* Ad-Hoc financial analysis
* Special projects at the direction of supervisor
* Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations
Required Education and Experience:
* Pursuing an undergraduate degree in accounting or finance
* Rising junior or senior
* Strong interest in applying accounting knowledge to practical problems
* Ability to comply with deadlines
* Problem solving and critical thinking skills
* Excellent organizational skills
* Interest in technology and process improvement
* Proficient in Microsoft Excel and PowerPoint
* No previous experience required
Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
$31k-44k yearly est. Auto-Apply 60d+ ago
Financial Advisor
River Bank & Trust 4.2
Finance advisor job in Daphne, AL
River Bank & Trust is looking for a FinancialAdvisor who is prepared to make a difference in the lives of our customers, by providing sound advice regarding their financial planning and needs. This is achieved not only through the bank's commitment to support your success, but also through your community involvement and relationships paired with your professional financial experience.
Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
Meet with customers to assess their financial needs and goals
Develop strategies that align with each customer's risk tolerance and financial objective
Offer financial advice which follows a Best Interest standard through the implementation of a variety of financial products and services
Guide the customer through their options and each step towards suitable and risk-appropriate financial decisions
Cultivate and maintain customer relationships, including regular account reviews and community involvement
Maintain and stay updated on regulatory compliance and industry trends
Build and maintain customer relationships, internal referral network, and community involvement
Minimum Qualifications:
Bachelor's degree in finance or related field, preferred
At least 2 years' experience as a FinancialAdvisor or relevant experience
Certifications to include: Alabama Insurance Life and Health License, Series 7, Series 66
Skills, Abilities & Expectations:
This position may require traveling within the region at a minimum. Must have transportation that allows for this.
Knowledge of financial options and products with a willingness to adapt to industry trends
Expertise in financial planning and investment strategies
Be familiar with and follow policy and procedures
Stay abreast of regulatory requirements and industry trends
Ability to maintain composure and professionalism in volatile and high anxiety environments
Ability to exhibit patience, professionalism and calm composure with difficult or agitated customers
Complete annual compliance training applicable to the position
Customer service must be a top priority whether internally or externally
Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Detail oriented and organized
Ability to analyze financial information and explain market data
Excellent interpersonal and communication skills
Integrity, discretion, and respect for confidential information are essential
Willingness to adapt to change
Work within a variety of different financial planning software and web applications
Able to prioritize duties and effectively manage time
Analytical and problem-solving skills
Attend work regularly, on time, and withstand varying degrees of stress
Maintaining a professional, business-like appearance and demeanor
Proficiency in Microsoft Office products including: Word, Excel, and Outlook
Physical Demands:
The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle, or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbents must attend work regularly, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, good standing, fully competent performance, and other non-discriminatory subjects.
Equal Opportunity Employer Statement:
River Bank & Trust is proud to be an equal-opportunity employer committed to maintaining a diverse and inclusive work environment. We will not discriminate based on race, age, disability, or any other non-merit characteristics when considering qualified applicants/employees for hire, transfers, promotions, terminations, training, or any other opportunities that may arise.
$57k-99k yearly est. 60d+ ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Finance advisor job in Birmingham, AL
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 FinancialAdvisors 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 FinancialAdvisor 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 financialadvisors 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 financialadvisors 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 FinancialAdvisor
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
$45k-74k yearly est. 37d ago
Financial Advisor
First Horizon 3.9
Finance advisor job in Huntsville, AL
As a FinancialAdvisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful FinancialAdvisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.
Key Responsibilities
• Drive growth in your market and achieve revenue and profitability goals.
• Actively communicate the firm's value proposition and advice-based service offering to all stakeholders.
• Develop client relationships through internal banker referral partners and external COIs.
• Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate.
• Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships.
• Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions.
• Engage your connectivity in the community to foster business development.
Qualifications:
• 4+ years experience in the Financial Services industry.
• Bachelor's Degree required from accredited college or university.
• Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged.
• Excellent consultative sales skills, with demonstrated business development track record.
• Strong written and oral communication skills.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$45k-63k yearly est. 39d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance advisor job in Birmingham, AL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 11d ago
Finance Intern - Summer 2026
Exsif Worldwide
Finance advisor job in Cullman, AL
TSE Brakes, Inc.
As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best.
Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe.
HD Brakes Platform
Summary of Responsibilities:
The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Shams Noorani but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership.
Key Projects:
• Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates
• Participate in annual fixed asset and inventory physicals
• Support acquisition integration and due diligence remediation
• Ad-Hoc financial analysis
• Special projects at the direction of supervisor
• Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations
Required Education and Experience:
• Pursuing an undergraduate (or Graduate) degree in Accounting/Finance or related field
• Rising junior or senior
• Strong interest in applying Accounting/Finance knowledge to practical problems
• Ability to comply with deadlines
• Problem solving and critical thinking skills
• Excellent organizational skills
• Interest in technology and process improvement
• Proficient in Microsoft Excel and PowerPoint
• No previous experience required
Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
$31k-44k yearly est. Auto-Apply 60d+ ago
Finance Intern - Summer 2026
Future Metals 4.2
Finance advisor job in Springville, AL
Fontaine Specialized
As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best.
Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe.
Fontaine Specialized
Summary of Responsibilities:
The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Controller but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership.
Key Projects:
• Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates
• Participate in annual fixed asset and inventory physicals
• Support acquisition integration and due diligence remediation
• Ad-Hoc financial analysis
• Special projects at the direction of supervisor
• Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations
Required Education and Experience:
• Pursuing an undergraduate degree in accounting or finance
• Rising junior or senior
• Strong interest in applying accounting knowledge to practical problems
• Ability to comply with deadlines
• Problem solving and critical thinking skills
• Excellent organizational skills
• Interest in technology and process improvement
• Proficient in Microsoft Excel and PowerPoint
• No previous experience required
Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
$35k-44k yearly est. Auto-Apply 60d+ ago
Finance Intern - Summer 2026
Fontaine Spray Suppression Company
Finance advisor job in Springville, AL
Fontaine Specialized
As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best.
Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe.
Fontaine Specialized
Summary of Responsibilities:
The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Controller but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership.
Key Projects:
• Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates
• Participate in annual fixed asset and inventory physicals
• Support acquisition integration and due diligence remediation
• Ad-Hoc financial analysis
• Special projects at the direction of supervisor
• Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations
Required Education and Experience:
• Pursuing an undergraduate degree in accounting or finance
• Rising junior or senior
• Strong interest in applying accounting knowledge to practical problems
• Ability to comply with deadlines
• Problem solving and critical thinking skills
• Excellent organizational skills
• Interest in technology and process improvement
• Proficient in Microsoft Excel and PowerPoint
• No previous experience required
Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
$31k-44k yearly est. Auto-Apply 60d+ ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Montgomery, AL Merrill Office
Bank of America 4.7
Finance advisor job in Montgomery, AL
Montgomery, Alabama **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************************************************************************
**Job Description:**
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 FinancialAdvisors 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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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.
As a **Financial Solutions Advisor within the centralized segment of the Advisor Development Program,** your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill FinancialAdvisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financialadvisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
**The Academy** will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** from Academy managers who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 60 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.
+ **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ **Provide end-to-end comprehensive advice** , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
+ Unlimited potential for financial growth.
+ A strong referral base from across the business through our relationship with one in every two households.
+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
+ Robust marketing support to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
+ Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
+ Believes in responsible growth and has a proven dedication to supporting the communities we serve.
+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
+ Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
**Required Qualifications:**
+ Displays confidence working in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**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, 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.
View your **"Know your Rights (************************************************************************************** "** poster.
**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.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
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.
$46k-75k yearly est. 33d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance advisor job in Birmingham, AL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.