Financial Analyst, Fulfillment & Operations Finance
Finance advisor job in Gardner, KS
About Excelligence
Excelligence Learning Corporation is the world's leading tech-enabled platform company in early childhood and elementary education. Educators, parents, and children in more than 40 countries use our 20,000+ innovative, high-quality, and grade-appropriate educational products and teaching solutions to teach, learn, and grow.
With over 30 years of experience, we are a leading developer, manufacturer, distributor, and multi-channel retailer, serving early childhood learning centers, elementary schools, PTAs, and consumers. Our three core divisions-Supplies (Discount School Supply, Really Good Stuff), Equipment (Children's Factory, Angeles, Learning Carpets), and Services (Educational Products, Inc., ChildCare Education Institute, Frog Street Press)-deliver excellence through proprietary brands such as Colorations , BioColor , Excellerations , MyPerfectClassroom , and Environments .
About the Role
We are seeking a Financial Analyst, Fulfillment & Operations Finance to join our Fulfillment and Distribution team in Gardner, KS. This role plays a critical part in driving operational and financial excellence across our fulfillment network. Reporting directly to the VP of Finance and supporting the VP of Operations, you will act as a trusted finance partner to operational and functional leaders, delivering insights that guide key business decisions in a high-volume, fast-moving environment.
This position combines financial analysis, business partnership, and operational insight. You'll develop and maintain financial models, evaluate performance metrics, and help drive initiatives that improve cost efficiency, productivity, and employee performance across fulfillment and logistics operations.
Key Responsibilities
Business Finance Support
Lead and execute budgeting, forecasting, and operational planning processes across departments.
Use strong financial acumen to build models and analyses that inform decision-making and improve cost, efficiency, and throughput.
Partner with Operations, Supply Chain, and departmental leaders to align financial objectives with operational performance.
Proactively identify and implement process improvements that automate, standardize, or simplify financial and business tools.
Provide financial and operational recommendations to business leaders, challenging assumptions when necessary.
Drive performance visibility through daily, weekly, and monthly dashboards and deep-dive analytics.
Operational & Strategic Analysis
Analyze key performance indicators (KPIs) across fulfillment and distribution operations, including labor utilization, cost per order, shipping efficiency, and capacity optimization.
Develop scenario and sensitivity models to assess the impact of business decisions, process changes, and network initiatives.
Support labor planning and workforce optimization as part of strategic initiatives across fulfillment operations.
Deliver monthly reporting packages with variance explanations, operational commentary, and forward-looking recommendations.
Controllership & Data Integrity
Own financial reporting for assigned business areas, ensuring accuracy, compliance, and consistency.
Identify and resolve complex data integrity issues, maintaining high standards of controllership.
Develop scalable, auditable data processes and reporting tools-incorporating AI where applicable to detect anomalies, improve efficiency, and increase data reliability.
Cross-Functional Collaboration
Build strong partnerships across Finance, Operations, Supply Chain, and HR to ensure alignment between financial outcomes and operational goals.
Participate in production meetings, business reviews, and project planning sessions to connect financial insight with operational execution.
Communicate data and insights clearly-tailoring your message to both financial and non-financial audiences.
Continuous Improvement & Leadership Support
Serve as a subject-matter expert on financial processes supporting fulfillment operations.
Contribute to continuous improvement efforts that enhance efficiency, accuracy, and performance measurement.
Contribute to continuous improvement initiatives that use AI and predictive analytics to enhance efficiency, accuracy, and performance measurement.
Support leadership through ad-hoc financial and operational analysis for high-impact decision-making.
Qualifications
Bachelor's Degree in Finance, Accounting, Business, or a related analytical field (MBA or CPA preferred).
5-7 years of experience in financial analysis, FP&A, or operations finance-
within a fulfillment, distribution, logistics, or manufacturing environment.
Demonstrated ability to analyze large data sets and deliver actionable insights.
Expert-level Excel skills (financial modeling, pivot tables, advanced formulas).
Experience with Power BI, Tableau, or similar business intelligence tools.
Working knowledge of ERP and financial systems (Oracle, SAP, JD Edwards, etc.) preferred.
Proven ability to manage competing priorities in a fast-paced, dynamic environment.
Strong verbal and written communication skills, with the ability to influence cross-functional teams.
Highly analytical, detail-oriented, and self-motivated, with a strong sense of ownership.
Proven experience using AI or machine learning tools to optimize reporting, automate processes, or improve forecasting accuracy.
What You'll Gain
The opportunity to directly impact both financial and operational performance in a fast-paced fulfillment environment.
Exposure to cross-functional leadership and high-visibility strategic projects.
The ability to influence decision-making and shape the direction of our fulfillment and logistics operations.
A collaborative, high-performance culture that values continuous improvement, ownership, and analytical excellence.
Equal Employment Opportunity Statement
Excelligence Learning Corporation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. Excelligence is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation to apply for a position, please contact Human Resources.
Financial Advisor
Finance advisor job in Kansas City, MO
Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:
$60,000 - $120,000 yearly
Responsibilities:
Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Qualifications:
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Requires a Bachelor's degree in business administration, finance, or other related field
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Valid FINRA Series 7 & 63/66 preferred but not required
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We're looking for people who possess the following characteristics:
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
Fearless, positive attitude, and willingness to be accountable for results
Organized, detail-oriented, and excellent time-management skills
The desire for continuous learning
Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner
About Company
New York Life - Company Overview:
A Legacy of Stability & Trust
Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it's owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list-currently at No. 69.
Unwavering Financial Strength
New York Life has received the highest possible financial strength ratings from all major credit agencies:
A.M. Best: A++
Fitch Ratings: AAA
Moody's: Aaa (or Aa1 in some recent updates)
Standard & Poor's: AA+
These affirmations highlight the company's exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.
Financial Advisor
Finance advisor job in Olathe, KS
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyGENERAL: Finance, Accounting, Payroll and HR Professionals
Finance advisor job in Kansas City, KS
Join Our Team - Let's Build Something Great Together!
At e2E LLC, we're all about supporting small businesses with big potential. We partner with the dreamers, the doers, and the believers who are working tirelessly to build something amazing. These are the entrepreneurs who have the passion and drive but need the expertise and peace of mind to take their business to the next level.
We're looking for problem-solvers, strategic thinkers, and roll-up-your-sleeves kind of people who thrive in a fast-paced, collaborative environment. Whether streamlining operations, organizing chaos, or helping business owners make smart decisions, you'll play a key role in driving growth and ensuring things run smoothly.
What we're looking for:
A passion for small businesses: You understand how important they are to the economy and are excited to help them succeed.
A problem-solver's mindset: You see challenges as opportunities to innovate and find creative solutions.
A hands-on approach: You're ready to roll up your sleeves and actively contribute to the success of the businesses we support.
A team player: You enjoy working together to achieve bigger goals and make a real difference.
If you love working with passionate business owners, thrive in a fast-paced environment, and believe in the power of small businesses, we want to hear from you!
Please send us your resume and let us know why you'd be a great fit for our team. We're excited to meet you and see how you can help us make an impact!
Let's work together to help small businesses win!
Investment Banking Analyst (Summer 2026 Start)
Finance advisor job in Kansas City, MO
Analyst - Fireclay Partners (In-Person | Downtown Kansas City)
About Fireclay
Fireclay Partners is a Kansas City-based strategic advisory firm focused on M&A and capital advisory across multiple industries. Current coverage spans Industrials (aerospace, automotive, manufacturing), Energy, Natural Resources (chemicals, metals, renewables, agriculture), Financial Institutions, Technology & Services (industrial tech, automation), Consumer, Healthcare, and Real Estate.
What You'll Do
Build financial models & valuation work (DCF, comps, accretion/dilution).
Create client materials: teasers/CIMs, pitches, management presentations.
Support buy-side & sell-side execution: diligence, data rooms, process tracking.
Drive industry & company research across our sectors, including transportation & logistics and energy focus areas where applicable.
Help with BD & coverage: market maps, pipeline hygiene, target/buyer screens.
Synthesize findings into client-ready insights for senior bankers & C-suite.
This role is in-person at our downtown KC HQ; occasional client travel.
What You Bring
Bachelor's in Finance, Econ, Business, or related.
0-3 years in investment banking, consulting, corp dev/finance, or relevant internships.
Strong Excel/PowerPoint; crisp writing & presentation.
Organized, detail-obsessed, and comfortable juggling multiple workstreams.
Nice-to-haves: CapIQ/PitchBook/Apollo; sector interest in industrials/energy/transport & logistics.
Why Fireclay
Direct exposure to live deals and senior decision-makers.
Multi-sector learning with room to go deep where you're strong.
Small, entrepreneurial team-outsized impact from day one.
Fireclay Partners is an Equal Opportunity Employer committed to an inclusive workplace.
Merrill Experienced Financial Advisor
Finance advisor job in Leawood, KS
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.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**********************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, 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.
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missouri
Finance advisor job in Kansas City, KS
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyOffice of the Chief Investment Officer Intern
Finance advisor job in Kansas City, MO
About Us
American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.
Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone.
All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you.
Role Summary
This program is for currently enrolled undergraduate students. The deadline to apply is October 22, 2025.
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.
How You Will Make an Impact
Work closely with the Office of the Chief Investment Officer on investment department projects
Contribute to driven research that supports department initiatives
Build data visualization solutions for team using Tableau
Have the opportunity to interview portfolio managers to gain deeper perspective on different investment approaches
What You Bring to the Team (Required)
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven
Passion for gaining experience in the asset management industry
Attention to detail
Keen and collaborative communication skills
Strong analytical reasoning and quantitative skills
Proficiency in Microsoft Office suite, SharePoint
Experience with Tableau or other data visualization tools
Experience with programmatic languages such as Python/R/SQL (preferred, not required)
Additional Assets (Preferred)
A current Sophomore, Junior or Senior Undergraduate student, including Students enrolled in accelerated Masters programs, who are currently enrolled fulltime in Business Administration program or similar; additional coursework in Information Systems or Technology preferred
What We Offer
Our interns receive competitive pay, as well as 401k eligibility for contributions
Mentor Program: a designated mentor will be assigned to you during your time with us to provide career coaching and mentorship
Access to Business Resource Groups that you can ally and participate in (Accelerate, Charlie Mike, Enable, Emerging Professionals, Pride, Mosaic)
Casual dress code - be comfortable and express your unique self
A robust social and philanthropic calendar of events hosted just for interns!
Internship Structure
10 Week Program - June 1- August 7
40 hours a week, between 8am-5pm CST
Additional Requirements
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
#LI-Onsite
American Century Proprietary Holdings, Inc. All rights reserved.
Auto-ApplyFinancial Representative
Finance advisor job in Overland Park, KS
Job Description
Guardian Kansas City is seeking an Associate Financial Specialist to join our growing team in Overland Park, KS. In this role, you'll collaborate with individuals and families to design customized plans that build, protect, and sustain their financial well-being. You'll guide clients across investments, insurance, and retirement planning to help them achieve their long-term goals.
Responsibilities:
This is a full-time, hybrid position based in Overland Park, KS, with flexibility for some remote work. As an Associate Financial Advisor with Guardian Life, you'll focus on comprehensive financial planning, investment strategies, insurance solutions, and retirement preparation.
Qualifications:
Knowledge of financial planning and retirement planning concepts
Familiarity with insurance and investment products
Background in finance or a related industry preferred
Strong analytical and problem-solving skills
Excellent communication and relationship-building abilities
Ability to work both independently and collaboratively
Bachelor's degree or 5 years experience in Finance, Economics, Business, or a related field
About Company
The Guardian Kansas City office provides comprehensive insurance and financial services to individuals, families, and businesses that are seeking to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has experience in every dimension of financial services. Working in close collaboration with clients and their legal and accounting advisors, the office provides the protection and planning strategies necessary to help build and preserve wealth.
Finance Intern
Finance advisor job in Overland Park, KS
Job DescriptionDescription:
Propio Language Services is a provider of the highest quality interpretation, translation, and localization services. Our people take pride in every resource we offer, and our users always have access to the best technology, support, and experience. We are driven by our passion for innovation, growth, and connecting people. If you believe in the transformative power of technology-driven solutions and meaningful communication, Propio could be the ideal place for you.
Propio's Summer Internship Program is an eight-week experience that offers students the opportunity to engage in real-world client work while receiving mentorship from industry-leading professionals. As an intern, you'll make meaningful contributions from day one because we believe you are the future of our business.
Program Benefits:
Onsite experience that promotes hands-on learning, team engagement, and a deeper understanding of our company culture
Competitive hourly pay
One-on-one mentorship with experienced professionals
Ongoing learning and development
Networking opportunities and social events with peers and professionals
Potential for full-time employment upon graduation
Position Overview
We are seeking a motivated and ambitious Finance Intern to join our team. This internship provides hands-on experience in various finance functions including accounting, payroll, financial planning and analysis, and financial reporting. In this role, you will gain exposure to the full suite of financial operations and contribute to meaningful projects in a fast-paced environment.
Responsibilities:
Support the finance team in day-to-day operations to support employee payment, client billing and account reconciliation
Help prepare balance sheets and income statements
Assist with invoice processing, vendor payments, and expense tracking
Review and organize financial documents for accuracy and compliance
Assist the payroll team with preparing and processing payroll for US-based and international employees
Help review timecards, employee deductions, and tax information for accuracy
Support with payroll reporting, including earnings summaries and tax filings
Maintain confidentiality while handling sensitive payroll and employee data
Assist in addressing employee payroll questions and routing them to appropriate contacts when necessary
Update documentation for standard operating procedures for recurring tasks
Collaborate with internal teams to support business operations and special projects
Requirements:
Qualifications:
Currently pursuing a degree in Finance, Accounting, Economics, Business Administration, or a related field
Minimum of a 3.0 GPA strongly preferred
Active involvement in campus, community, or other volunteer activities and/or organizations preferred
Strong written and verbal communication skills
High level of confidentiality and professionalism
Excellent attention to detail and organizational skills
Basic knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Interest in learning and contributing to a variety of [Department] functions
Prior internship or office experience a plus, but not required
Candidates must be legally authorized to work in the United States on a full-time basis without requiring future sponsorship for employment visa status
What you'll Gain
Exposure to real-world B2B financial processes and systems
Experience working with cross-functional teams
Mentorship and support from industry leading Finance professionals
Opportunities to make meaningful contributions to organizational projects
A stronger understanding of career paths within corporate finance
Retail Banking Intern - Summer 2026
Finance advisor job in Lees Summit, MO
As a Retail Intern, you will be exposed to the different functional areas of the Retail Teams and will assist with various Retail projects that support Central Bank's sales and operational initiatives. In addition, you will collaborate with other summer interns on a group project, while having the opportunity to immerse yourself in Central Bank through job shadowing, lunch & learns, executive panels, professional development, and volunteer & social activities.
Summer Internship Program Dates:
* June 1st, 2026 - July 31st, 2026
* Schedule: Monday - Thursday 8:00am - 5:00pm
Duties & Responsibilities:
* Collaborate with Retail Leadership Team to build, plan and execute sales campaigns for the Retail Centers.
* Shadow Retail Analyst functions to gain foundational knowledge of key processes for sales reporting.
* Observe the day-to-day functions of the Retail Internal Auditor and take part in an onsite audit.
* Participate in the implementation of a Bank@Work event for Commercial Customers with the Strategic Initiatives Manager.
* Shadow various Retail functions to gain foundational knowledge.
* Perform other duties as assigned.
Work Environment:
The work environment characteristics described here are representative of those an associate may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is normally performed in a typical interior/office work environment. The individual experiences little discomfort from noise, dust or other factors. Prolonged standing (5- 8 hours per day) may be required. May be exposed to potentially hazardous condition, i.e. robbery. Receives detailed instructions and procedures to be followed to minimize the exposure. Must maintain a valid driver's license and be able to travel as needed throughout the Central Bank of the Midwest footprint. Any required travel is typically completed within normal business hours.
Education & Experience Requirements:
* High school education or equivalent.
* Enrolled in a four (4) year institution of higher learning majoring in Business, Human Resources or related field
Knowledge, Skills and Abilities:
* Self-starter with high degree of achievement orientation and desire to learn.
* Excellent written and verbal communication skills
* Ability to multitask and prioritize multiple projects with competing deadlines.
* Must possess good judgment skills and the ability to handle confidential information.
* Strong attention to detail.
* Proficiency in Microsoft Office
Finance Analyst
Finance advisor job in Independence, MO
Assists in the collection and preparation of data for various financial reports, policies, or procedures. Examines financial information, studies, and operational data to analyze the financial performance of IPL. Reviews, analyzes and forecasts utility data to ensure accuracy and to analyze trends.
Assists in the development of IPL budgets, forecasting future financial needs and analyzing variances.
Develops and utilizes financial models to analyze the financial impact of various decisions and scenarios.
Prepares financial reports, presentations, and other documentation to communicate findings and recommendations to stakeholders.
Performs related duties as assigned.
Minimum Qualifications: Graduation from college with a Bachelor's Degree in accounting, finance, Public or Business Administration, or related field; AND Three (3) years of progressively responsible experience performing above and related duties; OR an equivalent combination of education and experience that provides the required knowledge, skills, and abilities to perform the essential functions of the job. Must complete required NIMS level training within first six months of hire.
Knowledge of principles and practices of municipal budget preparation and accounting; principles of city management; pertinent Federal, State, and local laws, codes and regulations
Ability to communicate effectively orally and in writing; analyze written materials and financial reports; prepare clear and concise administrative and financial reports and research and identify critical data to report in support of goals; work independently within established procedures associated with the specific job function; demonstrate proficiency with spreadsheets and other software tools
Skills to analyze programs, policies and operations; using tact, discretion, initiative and independent judgment within established guidelines; analyzing and suggesting solutions to office administrative situations and problems; researching, compiling, and summarizing a variety of informational and statistical date and materials; organizing work, setting priorities, meeting critical deadlines, and following up assignments with a minimum of direction; applying logical thinking to solve problems or accomplish tasks; to understand, interpret and communicate complicated policies, procedures and protocols; mathematical skills; communicating clearly and effectively, orally and in writing; preparing clear and concise reports, correspondence and other written materials.
Working Conditions While performing the essential functions of this job the employee is frequently required to sit, use hands to finger, handle, talk, or hear, and lift and/or move up to 10 pounds. The incumbent's working conditions are typically moderately quiet.
Drug Testing
In addition to the application, testing and/or examinations may be required for further consideration in this position.
Equal Employment Opportunity Statement
The City of Independence is an Equal Opportunity Employer, and it is our policy to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The City of Independence is a background screening, drug-free workplace.
The City of Independence provides reasonable accommodations to qualified individuals with disabilities. If you would like to request a reasonable accommodation in order to apply for a job, please submit your request to ******************************.
Disclaimer: The above statements describe the general nature, level, and type of work performed by the incumbent(s) assigned to this classification. They are not intended to be an exhaustive list of all responsibilities, demands, and skills required of personnel so classified. s are not intended to and do not imply or create any employment, compensation, or contract rights to any person or person. Management reserves the right in coordination with the governing union (if applicable) to add, delete, or modify any and/or all provisions of this description at any time as needed without notice. This job description supersedes earlier versions.
Financial Analyst
Finance advisor job in Leawood, KS
Euronet facilitates the movement of payments around the world and serves as a critical link between our partners - financial institutions, retailers, service providers - and their end consumers, both locally and globally. We are seeking a financial analyst who will help provide financial insights and analytical decision support, drive process improvements, track KPIs and initiatives, monitor and make daily cash movements and provide day-to-day reporting and forecasting support. The successful candidate will split their time working on the Company's consolidated financial forecast as well as on various operational and analytical functions within the treasury group. This role will have visibility and require collaboration with business unit professionals and leaders throughout the global organization. This position will be based in the Leawood, KS office reporting to the Corporate Treasurer and will have the opportunity for a hybrid work schedule.
Essential Functions
* Prepare the Corporate P&L forecast and consolidate the global forecast on a monthly basis
* Provide analysis and reporting used for internal management reporting and external market guidance
* Work with global business leaders to understand and improve forecasting processes and reporting
* Prepare draft materials for Board of Director meetings
* Analyze past results and perform variance analysis, identifying trends and anomalies
* Evaluate financial performance by comparing actual results with plans and forecasts
* Perform daily payments within the treasury function as required
* Perform other duties and research as assigned
Licensed Financial Services Professional
Finance advisor job in Kansas City, MO
Job Description
Join a company where your expertise is valued and growth is a cornerstone. At New York Life, we're not just about insurance; we're about building futures. As a Licensed Financial Services Professional, you'll empower clients by providing tailored financial strategies that ensure security and growth. You'll be part of a pioneering industry leader, renowned for its unwavering financial strength and a legacy of stability since 1845. Our mutual company structure means we're owned by our policyholders, not shareholders, allowing us to prioritize the needs of those we serve.
You'll enjoy unparalleled career advancement opportunities and a supportive work culture that champions innovation and employee development. We offer competitive benefits and the chance to work with a dedicated team committed to excellence. Here, your contributions matter, and your growth is our priority. Join us at New York Life, and let's build a future together that you can be proud of.
Compensation:
$75,000 - $105,000 yearly
Responsibilities:
Build and maintain long-term relationships with individuals, families, and businesses to provide tailored financial strategies.
Conduct client needs assessments to help identify goals in areas such as retirement, investments, business planning, and estate planning.
Educate clients on insurance, investment, and retirement solutions offered by New York Life and its affiliates.
Develop and implement customized strategies that help clients achieve financial security and peace of mind.
Proactively prospect and network to grow a client base within the community.
Maintain a high level of ethics, professionalism, and compliance with industry standards and company policies.
Continuously develop knowledge and expertise through ongoing training and professional development.
Qualifications:
Bachelor's degree preferred, but not required - strong consideration given to proven sales, leadership, or business-minded experience.
Life and Health Insurance License (must be obtained prior to starting).
Ability and willingness to pursue required securities registrations:
Path 1: SIE + Series 6 63.
Path 2: SIE + Series 7 66.
Strong communication and relationship-building skills with a servant-leadership mindset.
Driven, disciplined, and highly motivated by performance-based rewards.
Ability to work independently while also thriving within a team-oriented culture.
Commitment to personal integrity, professional growth, and community impact.
About Company
New York Life - Company Overview:
A Legacy of Stability & Trust
Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it's owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list-currently at No. 69.
Unwavering Financial Strength
New York Life has received the highest possible financial strength ratings from all major credit agencies:
A.M. Best: A++
Fitch Ratings: AAA
Moody's: Aaa (or Aa1 in some recent updates)
Standard & Poor's: AA+
These affirmations highlight the company's exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missouri
Finance advisor job in Kansas City, MO
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP ) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Personal Financial Solutions Intern
Finance advisor job in Kansas City, MO
About Us
American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.
Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone.
All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you.
Role Summary
This program is for currently enrolled undergraduate rising seniors who will graduate in December 2026 - Spring 2027. The deadline to apply is October 15, 2025.
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.
Are you seeking an opportunity to learn the basics of the financial services industry with a reputable firm in KC?
Our Personal Financial Solutions interns will learn about American Century Investments through an initial formal training program and continual training and coaching throughout the program. Interns will then apply that knowledge to significant opportunities and projects.
How You Will Make an Impact
Complete a robust training program that will immerse you into the world of direct to consumer finance
Participate in weekly training and study sessions to prepare to take the SIE License through FINRA, sponsored by our firm!
Develop a keen understanding of Personal Financial Solutions, including client facing and back office functions
Engage with business partners and leaders across the firm to drive career path and networking opportunities
What You Bring to the Team (Required)
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven
Passion for gaining experience within the finance industry and an aim to learn more about client relationships and support
Students seeking opportunities to acquire full-time roles beyond graduation
Additional Assets (Preferred)
A rising senior undergraduate student, currently enrolled full-time in any related field, particularly finance, business and with a keen interest in sales
What We Offer
Our interns receive competitive pay, as well as 401k eligibility for contributions
Mentor Program: a designated mentor will be assigned to you during your time with us to provide career coaching and mentorship
Access to Business Resource Groups that you can ally and participate in (Accelerate, Charlie Mike, Emerging Professionals, Enable, Pride, Mosaic)
Casual dress code - be comfortable and express your unique self
A robust social and philanthropic calendar of events hosted just for interns!
Internship Structure
10 Week Program - June 1 - August 7
40 hours a week, between 8am-5pm CST
Location: Kansas City, MO
Additional Requirements
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
#LI-Onsite
American Century Proprietary Holdings, Inc. All rights reserved.
Auto-ApplyFinance Intern
Finance advisor job in Overland Park, KS
Internship Description
Propio Language Services is a provider of the highest quality interpretation, translation, and localization services. Our people take pride in every resource we offer, and our users always have access to the best technology, support, and experience. We are driven by our passion for innovation, growth, and connecting people. If you believe in the transformative power of technology-driven solutions and meaningful communication, Propio could be the ideal place for you.
Propio's Summer Internship Program is an eight-week experience that offers students the opportunity to engage in real-world client work while receiving mentorship from industry-leading professionals. As an intern, you'll make meaningful contributions from day one because we believe you are the future of our business.
Program Benefits:
Onsite experience that promotes hands-on learning, team engagement, and a deeper understanding of our company culture
Competitive hourly pay
One-on-one mentorship with experienced professionals
Ongoing learning and development
Networking opportunities and social events with peers and professionals
Potential for full-time employment upon graduation
Position Overview
We are seeking a motivated and ambitious Finance Intern to join our team. This internship provides hands-on experience in various finance functions including accounting, payroll, financial planning and analysis, and financial reporting. In this role, you will gain exposure to the full suite of financial operations and contribute to meaningful projects in a fast-paced environment.
Responsibilities:
Support the finance team in day-to-day operations to support employee payment, client billing and account reconciliation
Help prepare balance sheets and income statements
Assist with invoice processing, vendor payments, and expense tracking
Review and organize financial documents for accuracy and compliance
Assist the payroll team with preparing and processing payroll for US-based and international employees
Help review timecards, employee deductions, and tax information for accuracy
Support with payroll reporting, including earnings summaries and tax filings
Maintain confidentiality while handling sensitive payroll and employee data
Assist in addressing employee payroll questions and routing them to appropriate contacts when necessary
Update documentation for standard operating procedures for recurring tasks
Collaborate with internal teams to support business operations and special projects
Requirements
Qualifications:
Currently pursuing a degree in Finance, Accounting, Economics, Business Administration, or a related field
Minimum of a 3.0 GPA strongly preferred
Active involvement in campus, community, or other volunteer activities and/or organizations preferred
Strong written and verbal communication skills
High level of confidentiality and professionalism
Excellent attention to detail and organizational skills
Basic knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Interest in learning and contributing to a variety of [Department] functions
Prior internship or office experience a plus, but not required
Candidates must be legally authorized to work in the United States on a full-time basis without requiring future sponsorship for employment visa status
What you'll Gain
Exposure to real-world B2B financial processes and systems
Experience working with cross-functional teams
Mentorship and support from industry leading Finance professionals
Opportunities to make meaningful contributions to organizational projects
A stronger understanding of career paths within corporate finance
College Financial Representative, Internship Program
Finance advisor job in Olathe, KS
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.
Auto-ApplyInternship - Investment Banking Analyst (Summer 2026)
Finance advisor job in Kansas City, KS
Investment Banking Summer Analyst
Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative and dynamic environment.
Your key tasks will include:
Supporting the team in the preparation of pitch materials, info memos, buyer lists and data rooms.
Creation of market and business analyses in the context of M&A transactions.
Database and market research.
Preparing company valuations, using a variety of valuation methods.
You should possess the following qualifications/skills:
An outstanding academic record.
A major in Finance or Accounting.
Advanced Microsoft Office skills (especially in Excel and PowerPoint).
Strong communication skills.
An ability to focus on detail and a passion for excellence.
A strong work ethic and a capacity for teamwork.
Financial Analyst
Finance advisor job in Leawood, KS
Job Description
Euronet facilitates the movement of payments around the world and serves as a critical link between our partners - financial institutions, retailers, service providers - and their end consumers, both locally and globally. We are seeking a financial analyst who will help provide financial insights and analytical decision support, drive process improvements, track KPIs and initiatives, monitor and make daily cash movements and provide day-to-day reporting and forecasting support. The successful candidate will split their time working on the Company's consolidated financial forecast as well as on various operational and analytical functions within the treasury group. This role will have visibility and require collaboration with business unit professionals and leaders throughout the global organization. This position will be based in the Leawood, KS office reporting to the Corporate Treasurer and will have the opportunity for a hybrid work schedule.
Essential Functions
Prepare the Corporate P&L forecast and consolidate the global forecast on a monthly basis
Provide analysis and reporting used for internal management reporting and external market guidance
Work with global business leaders to understand and improve forecasting processes and reporting
Prepare draft materials for Board of Director meetings
Analyze past results and perform variance analysis, identifying trends and anomalies
Evaluate financial performance by comparing actual results with plans and forecasts
Perform daily payments within the treasury function as required
Perform other duties and research as assigned
Requirements
Bachelor's degree in Business related field, or equivalent combination of education and experience required
Financial planning, analysis and modeling experience a plus
Benefits
401(k) Plan
Health/Dental/Vision Insurance
Employee Stock Purchase Plan
Company-paid Life Insurance
Company-paid disability insurance
Tuition Reimbursement
Paid Time Off
Paid Volunteer Days
Paid Holidays
Casual Office Attire
Plus many more employee perks & incentives!
We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.