Finance advisor jobs in Muskegon, MI - 98 jobs

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.

Job Description Behind the Title At Innovia Wealth, we believe a Financial Planner is more than a technician. Our Financial Planners are the first point of contact with our clients and become the CFO of their personal lives. Financial Planners help our clients create, implement, monitor and adapt personalized financial plans based on life changes, goals and emotional drivers. In collaboration with our advisors, teammates and subject matter experts, Financial Planners guide our clients with care, intelligence and integrity to ensure they have access to the best solutions for their individual needs and goals. As a Financial Planner, you'll gain hands-on experience supporting client relationships, building financial plans, and collaborating with seasoned advisors, while learning the Innovia way of planning. Through mentorship, training, and real client work, you'll build the technical expertise, discipline and interpersonal skills needed to grow into a self-sufficient Financial Planner at Innovia Wealth. The Financial Planner Role at Innovia Support Wealth Advisors in the process of engaging a prospective client. Spearhead goals exploration and strategy/plan recommendations for a prospective or existing client. Execute the strategies that are adopted by our clients. Proactively monitor the financial plan and investments portfolio, confirming changes with clients with a regular cadence. Develop client relationships that demonstrate a level of care beyond the finances of our clients, including understanding their emotional motivations. Coordinate client requests, resolve client inquiries, and ensure client information is up to date. Resolve complex issues/concerns received from the client with input from the client's advisor or subject matter experts as needed. Utilize financial planning and investment software to create presentations for clients. Engage in strategic planning with other team members on client matters. Coordinate the development and implementation of client-facing processes, including client onboarding. Actively promote the firm's brand and value proposition to prospective and existing clients. Serve as the escalation point for client matters, or other internal matters within your scope of work. Be a role model for other support staff. Qualifications / Competencies Bachelor's degree 3-5 years of experience in financial services or related field (i.e., legal, tax, etc.). Proven track record of a disciplined mindset with strong focus on work ethic, consistency, resiliency and grit. Curiosity to learn and embrace Innovia's financial planning platforms and processes. Strong organizational skills with demonstrated success in handling multiple tasks accurately. Achieved, or in process of pursuing, advanced financial certifications (i.e., CFP, CFA, CPA, etc.). Innovia ISM's Our culture is our secret sauce. Here's what we live by: We're Not Selling Perfection, Just Being Real: Focus on genuine interactions and personal authenticity. Be a Pro: Proofread your work. Be punctual. Own your outcomes. Win or Learn: Embrace feedback and stay curious without letting ego get in the way. Celebrate the Wins: Acknowledge progress. Share success. The Best is Yet to Come: Stay future-focused. Be optimistic. Entrepreneurism is the Greatest Form of Charity: Innovate to create impact. Help clients do the same. Pay it Forward: Help others without keeping score. Practice Purposeful Abandonment, Don't Fall in Love with Your Homework: Prioritize what matters and keep learning. Every Yes is a No; Every No is a Yes: Be intentional with your commitments. News Doesn't Happen in the Newsroom: Be in the know by staying engaged. Get out there and take action. Practice Professional Courtesy: Recognize that your decisions and actions have impact; seek to understand the broader scope before jumping into action. Assume Positive Intent: Trust first. Verify later. Be an Aspirin: Start with "yes," and make others' lives easier. Don't Bury the Headline: Communicate what matters clearly and early. Surround Yourself with People who Fight for You in Rooms You Aren't In: Loyalty and advocacy are key. Everything Happens for a Reason: Stay grounded and open-minded. See the possibility, even if it wasn't the outcome you hoped for. Our Commitment to Our Team We embrace a strong culture that provides clear and consistent messaging. We provide the tools and training needed to support career development and allow for growth opportunities. We achieve our goals through a spirit of collaboration and cooperation. We improve through our learns and we celebrate our wins. Compensation & Benefits Competitive base salary Bonus structure tied to individual and company performance 100% employer paid medical, dental, vision, disability and life insurance coverage 401k retirement plan with profit sharing Paid time off and company-recognized paid holidays Ready to grow with us? If you're seeking a role where technical excellence meets meaningful client connections - and where culture is more than a buzzword - you've found the right place. Join our team that believes in curiosity, ownership and the idea that the best is yet to come! We require a background check as a condition of offered employment.

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

Your Passion. Your Purpose. If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: ******************************** Our Commitment - Your Rehmann Internship Experience: Receive mentorship and support from team-focused associates invested in the development of others Collaborate directly with clients and top firm leaders Gain exposure to a wide variety of clients and industries Build new relationships in a friendly, professional, and growth-focused environment Experience a culture that promotes an open-door policy and work/life integration Engage in complex projects and engagements from start to finish Be entrusted with staff-level works that encourages creative problem solving and skill development Deliver exceptional client service to a diverse client base Earn a voice that is heard and makes an impact Job Description: Our Commitment - Your Rehmann Internship Experience: Receive mentorship and support from team-focused associates invested in the development of others Gain exposure to a wide variety of clients and industries Build new relationships in a friendly, professional, and growth-focused environment Experience a culture that promotes an open-door policy and work/life integration Engage in complex projects and engagements from start to finish Be entrusted with staff-level works that encourages creative problem solving and skill development Deliver exceptional client service to a diverse client base Earn a voice that is heard and makes an impact How You Will Make an Impact as a Wealth Management Intern: Conduct investment research Performing account review and data analysis Participate in projects to transition accounts to firm-managed models using our portfolio management system Assist with market research and data analysis Your Desired Skills, Experiences & Values: Pursuit of a finance major and eventual CFP license Preferred graduation dates with 150 credit hours: December 2025-August 2027 GPA of 3.0 or higher Initiative and drive exhibited through leadership experiences in work and/or campus extracurriculars Some work experience (related or unrelated) is preferred Strong, hands-on Excel skills Excellent verbal and written communication skills Advanced problem solving and critical thinking skills Motivation to continuously learn and improve, easy to coach Unwavering integrity in all situations Enthusiasm, eagerness to engage, contribute, and have fun We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more. When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer.

Job DescriptionPosition Title: Financial Advisor Reports To: Financial AdvisorGeneral Purpose: Provide financial advice to clients and generate new business. Responsibilities: Generate new business opportunities for Isabella Wealth to meet established sales goals. Meet with clients to establish goals, analyze financial information, recommend financial plans, monitor outcomes and manage investments. Coordinate the clients' financial plan by working with the Isabella Wealth team, attorneys, accountant and others to accomplish the goals and objectives of the client. Identify centers of influence to build relationships and develop a network of potential referral sources. Cross sell bank products and services. Represent Isabella Bank in community events. Mentor bank employees to expand financial planning opportunities to bank customers. Other projects as assigned Qualifications: Education/Experience Bachelors' Degree preferably in Finance, Accounting, or Business Certified Financial Planner (CFP) or similar designation Minimum of five years' experience in financial services industry Three years of successful sales experience Series 7 & 66 securities licenses preferred Skills Ability to retain clients and develop new business Goal oriented and self-starter Demonstrates analytical and decision making skills Advanced proficiency in verbal and written communication skills Effectively work as a team member and independently Proficient computer skills Isabella Bank is an AA/EEO employer.

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. Merrill Wealth Management Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management. The campus internship program is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements Training and Development Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program. As a summer intern your key tasks and responsibilities may include, but are not limited to: Client Service including client onboarding, account servicing, digital engagement Strategic projects focused on the client experience including Relationship Management, Operations and delivering the enterprise Grow your business knowledge by using a defined consultative approach with clients and projects to systematically identify client and business leader needs to recommend appropriate solutions Build your network through the collaboration with core banking and investment partners to prepare for a future career as a Merrill Financial Advisor 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 our-award winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028 Displays confidence working as a self-starter in a sales role Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Seeking a detail oriented, highly motivated individual who enjoys multi-tasking within a dynamic environment Superior relationship and interpersonal skills The candidate should respond well to evolving job duties and expectations Sets and accomplishes goals, achieving whatever you put your mind to Communicates clearly and confidently Works well with others and collaborates productively Thorough and will incorporate relevant regulatory due diligence into daily requirements and long-term strategies for clients Client service oriented- professional, courteous Preferred Qualifications: Learns and adapts to new technology or applications Executes multiple tasks simultaneously Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships 3.2 minimum GPA Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC. This job will be open and accepting applications for a minimum of seven days from the date it was posted. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st Shift

Lear For You We work hard for the people who work for us. We champion our teams. We foster collaboration, inclusion, respect and excellence. What we are trying to say is we want to be more for you. We are your path to a better career, a better future, and a better you. Our teams have invented groundbreaking technologies, flawlessly manufactured millions of products and earned a long list of awards. Year after year, we are one of the World's Most Admired Companies. Our teams are the secret to our success. They are empowered, inventive and inclusive. Passionate about their craft. Driven to succeed. Because we all understand that we must work together to win. Are you ready for a better career? A better future? We're Lear For You. FINANCE ANALYST LEAR PLAINFIELD As a member of the Finance team, the Financial Analyst will be responsible for: The Role: Your work will include, but not be limited to: Prepares asset, liability, and capital account entries by compiling and analyzing account information. Reconcile financial transactions by validating account information. Maintains department checkbooks and recommends financial actions by analyzing accounting options. Adheres to SOX auditing regulations with all financial transactions by auditing documents. Resolves financial discrepancies by collecting and analyzing account information. Manages accounts payable and prepares payments by verifying documentation and requesting disbursements. Prepares special financial reports by collecting, analyzing, and summarizing account information and trends. Oversees and adjusts fixed asset system as needed. Advantages of working at Lear in the Program Management group: Resolute team with full scope of financial processes for the plant. Goal-oriented focus on the success of the team, by dedicated support among the team members. Your Qualifications: Bachelor's degree in a related field Familiarity with SOX compliance Familiarity with the Microsoft Office suite of products Bonus If You Have: Familiarity with Plex ERP system Experience with SAGE fixed asset software Experience with accounts payable processes Lear Corporation is an Equal Opportunity Employer, committed to a diverse workplace. Applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and will become the property of Lear Corporation.

Job Description Salary: $75k-$85k Additional Compensation: 5-10% Bonus We are seeking a strong Financial Analyst with high energy and drive. This position will report to the Controller. Key Responsibilities: Lead role with shop floor cost system. Analysis of financial and operational results. Monthly tracking and reconciliation of AR issues. Month-end closing and reporting, including account reconciliation and coordination of closing entries with other APP locations. Ownership and execution of daily reporting systems. Capital appropriation and Fixed Asset support. Analysis of plant spending and leadership of spend management systems. Data extraction and report development. Financial analysis and process development for special projects, as required. Provide annual and quarterly corporate tax reporting. Support through Ad-hoc reporting and analysis as needed. Completion of the Companies Sarbanes-Oxley requirements for internal controls. Qualifications Basic Qualifications: B.S. Degree in Business, preferred concentration in Accounting or Finance This position is subject to the International Traffic in Arms Regulations (ITAR) which requires U.S. person status. Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. This position entails access to export-controlled items and employment offers are conditioned upon an applicant's ability to lawfully obtain access to such items. Preferred Qualifications Prior financial experience with manufacturing companies. Advanced Excel and PowerPoint skills MBA a plus. Ability to communicate clearly and concisely in both written and oral form. Strong interpersonal and negotiation skills. Self-starter. Experience with querying databases. Excellent analytical skills. Experience with cost accounting.

West Side Beer Distributing is currently seeking a full-time Financial Analyst to join our team at our Grand Rapids location. This is a fully onsite position. West Side Beer offers a full benefit package including 401K with company match, vacation/sick time, medical, dental, vision, short/long term disability insurance, and more! The Financial Analyst will support financial planning, analysis, and reporting activities. This role partners with accounting and operations to analyze financial results, identify trends, and support month-end close activities. The Financial Analyst provides actionable insights to management to support strategic decision-making, operational efficiency, and financial accuracy. ESSENTIAL FUNCTIONS Prepare and analyze monthly, quarterly and annual financial reports, including variance and trend analysis Develop and maintain financial models to support budgeting, forecasting, and strategic decision making Budget preparation and expense tracking versus budget and prior year(s) Update and analyze key performance indicators (KPIs) related to operations including, inventory turnover, operating expenses, gross margin and other metrics as requested Provide insights to management based on financial data Assist with month-end and year-end close and audit activities, ensuring timely and accurate financial reporting Perform balance sheet account reconciliations, investigate variances, and resolve discrepancies Collaborate with accounting team to ensure compliance with GAAP and internal controls Communicate financial information clearly to both financial and non-financial stakeholders Assist in the preparation of presentations for senior leadership of financial reports and analysis Develop skillset for NetSuite ERP and NetSuite Planning and Budgeting to accurately and efficiently utilize and provide support to team and key stakeholders Other duties, as assigned Reasonable Accommodations Statement To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. SKILLS & ABILITIES Education: Bachelors Degree (Four-year college or university) Experience: Minimum 2 years related experience, experience with consumer goods, preferred Computer Skills: Must be proficient in Microsoft Office Suite, Experience with ERP, NetSuite preferred. Certificates & Licenses: N/A Other Requirements: Must pass physical, drug screen, background check.

PADNOS offers internship programs for students to make an impact on sustainability, as well as continue learning and growing towards their career. We recognize the importance of education and ability to learn from our past, present and future. We provide challenging environments for interns to learn what we have worked so hard to achieve in the last century, as well as see the potential for a brighter future. PADNOS is a full-service recycling company handling paper, plastic, metals and electronic recycling. We tailor recycling programs for consumer and industrial clients throughout the United States. PADNOS was founded over a century ago and continues to transform the recycling industry. The company has thrived as a family business through four generations and has grown to be a market leader and best in class innovator. Finance Internship Summary: The Finance Intern will be responsible for supporting the Finance Team with daily responsibilities. The position will focus on accounts payable invoice entry and statement review. Utility billing allocations project Unclaimed property resolution Record credit card receivables and miscellaneous deposits Work on balance sheet and banking reconciliations Review accounts payable duplicate payments Finance Internship Qualifications: Pursuing a bachelor's degree preferably in Finance or Accounting Proficient in Microsoft Office (Word, Excel, PowerPoint) Demonstrated excellent professional verbal and written communication skills

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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Behind the Title At Innovia Wealth, we believe a Financial Planner is more than a technician. Our Financial Planners are the first point of contact with our clients and become the CFO of their personal lives. Financial Planners help our clients create, implement, monitor and adapt personalized financial plans based on life changes, goals and emotional drivers. In collaboration with our advisors, teammates and subject matter experts, Financial Planners guide our clients with care, intelligence and integrity to ensure they have access to the best solutions for their individual needs and goals. As a Financial Planner, you'll gain hands-on experience supporting client relationships, building financial plans, and collaborating with seasoned advisors, while learning the Innovia way of planning. Through mentorship, training, and real client work, you'll build the technical expertise, discipline and interpersonal skills needed to grow into a self-sufficient Financial Planner at Innovia Wealth. The Financial Planner Role at Innovia Support Wealth Advisors in the process of engaging a prospective client. Spearhead goals exploration and strategy/plan recommendations for a prospective or existing client. Execute the strategies that are adopted by our clients. Proactively monitor the financial plan and investments portfolio, confirming changes with clients with a regular cadence. Develop client relationships that demonstrate a level of care beyond the finances of our clients, including understanding their emotional motivations. Coordinate client requests, resolve client inquiries, and ensure client information is up to date. Resolve complex issues/concerns received from the client with input from the client's advisor or subject matter experts as needed. Utilize financial planning and investment software to create presentations for clients. Engage in strategic planning with other team members on client matters. Coordinate the development and implementation of client-facing processes, including client onboarding. Actively promote the firm's brand and value proposition to prospective and existing clients. Serve as the escalation point for client matters, or other internal matters within your scope of work. Be a role model for other support staff. Qualifications / Competencies Bachelor's degree 3-5 years of experience in financial services or related field (i.e., legal, tax, etc.). Proven track record of a disciplined mindset with strong focus on work ethic, consistency, resiliency and grit. Curiosity to learn and embrace Innovia's financial planning platforms and processes. Strong organizational skills with demonstrated success in handling multiple tasks accurately. Achieved, or in process of pursuing, advanced financial certifications (i.e., CFP, CFA, CPA, etc.). Innovia ISM's Our culture is our secret sauce. Here's what we live by: We're Not Selling Perfection, Just Being Real: Focus on genuine interactions and personal authenticity. Be a Pro: Proofread your work. Be punctual. Own your outcomes. Win or Learn: Embrace feedback and stay curious without letting ego get in the way. Celebrate the Wins: Acknowledge progress. Share success. The Best is Yet to Come: Stay future-focused. Be optimistic. Entrepreneurism is the Greatest Form of Charity: Innovate to create impact. Help clients do the same. Pay it Forward: Help others without keeping score. Practice Purposeful Abandonment, Don't Fall in Love with Your Homework: Prioritize what matters and keep learning. Every Yes is a No; Every No is a Yes: Be intentional with your commitments. News Doesn't Happen in the Newsroom: Be in the know by staying engaged. Get out there and take action. Practice Professional Courtesy: Recognize that your decisions and actions have impact; seek to understand the broader scope before jumping into action. Assume Positive Intent: Trust first. Verify later. Be an Aspirin: Start with "yes," and make others' lives easier. Don't Bury the Headline: Communicate what matters clearly and early. Surround Yourself with People who Fight for You in Rooms You Aren't In: Loyalty and advocacy are key. Everything Happens for a Reason: Stay grounded and open-minded. See the possibility, even if it wasn't the outcome you hoped for. Our Commitment to Our Team We embrace a strong culture that provides clear and consistent messaging. We provide the tools and training needed to support career development and allow for growth opportunities. We achieve our goals through a spirit of collaboration and cooperation. We improve through our learns and we celebrate our wins. Compensation & Benefits Competitive base salary Bonus structure tied to individual and company performance 100% employer paid medical, dental, vision, disability and life insurance coverage 401k retirement plan with profit sharing Paid time off and company-recognized paid holidays Ready to grow with us? If you're seeking a role where technical excellence meets meaningful client connections - and where culture is more than a buzzword - you've found the right place. Join our team that believes in curiosity, ownership and the idea that the best is yet to come! We require a background check as a condition of offered employment.

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

Financial Advisor Reports To: Financial Advisor General Purpose: Provide financial advice to clients and generate new business. Responsibilities: Generate new business opportunities for Isabella Wealth to meet established sales goals. Meet with clients to establish goals, analyze financial information, recommend financial plans, monitor outcomes and manage investments. Coordinate the clients' financial plan by working with the Isabella Wealth team, attorneys, accountant and others to accomplish the goals and objectives of the client. Identify centers of influence to build relationships and develop a network of potential referral sources. Cross sell bank products and services. Represent Isabella Bank in community events. Mentor bank employees to expand financial planning opportunities to bank customers. Other projects as assigned Qualifications: Education/Experience Bachelors' Degree preferably in Finance, Accounting, or Business Certified Financial Planner (CFP) or similar designation Minimum of five years' experience in financial services industry Three years of successful sales experience Series 7 & 66 securities licenses preferred Skills Ability to retain clients and develop new business Goal oriented and self-starter Demonstrates analytical and decision making skills Advanced proficiency in verbal and written communication skills Effectively work as a team member and independently Proficient computer skills Isabella Bank is an AA/EEO employer.

Your Passion. Your Purpose. If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: ******************************** Job Description: How You'll Make an Impact at Rehmann: Developing financial planning & analysis processes and tools to enhance client relationships and provide client advisory with data and reports to support key decision making. Developing and maintaining financial models to support forecasting and budgeting. Preparing monthly, quarterly, and annual financial reports for clients. Performing variance analysis and identifying key drivers impacting performance. Creating dashboards and visualizations using tools like Power BI or Reach Reporting. Leveraging ERP systems and data analytics platforms to improve reporting accuracy. Collaborating with client teams to provide actionable insights and recommendations. Supporting strategic initiatives through scenario modeling and trend analysis. Your Desired Skills, Values & Experiences: Bachelor's degree in Finance, Accounting, Economics, or related field. 6+ years of experience in FP&A or related financial analysis roles. Experience with financial modeling and forecasting techniques. Strong analytical and problem-solving skills. Advanced Excel skills including pivot tables and complex formulas. Experience with data visualization tools (Power BI, Tableau). Knowledge of ERP systems and financial reporting software. Ability to interpret large data sets and present insights clearly. Excellent communication and presentation skills. Detail-oriented with a focus on accuracy and efficiency. We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more. When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer.

Lear For You We work hard for the people who work for us. We champion our teams. We foster collaboration, inclusion, respect and excellence. What we are trying to say is we want to be more for you. We are your path to a better career, a better future, and a better you. Our teams have invented groundbreaking technologies, flawlessly manufactured millions of products and earned a long list of awards. Year after year, we are one of the World's Most Admired Companies. Our teams are the secret to our success. They are empowered, inventive and inclusive. Passionate about their craft. Driven to succeed. Because we all understand that we must work together to win. Are you ready for a better career? A better future? We're Lear For You. FINANCE ANALYST LEAR PLAINFIELD As a member of the Finance team, the Financial Analyst will be responsible for: The Role: Your work will include, but not be limited to: * Prepares asset, liability, and capital account entries by compiling and analyzing account information. * Reconcile financial transactions by validating account information. * Maintains department checkbooks and recommends financial actions by analyzing accounting options. * Adheres to SOX auditing regulations with all financial transactions by auditing documents. * Resolves financial discrepancies by collecting and analyzing account information. * Manages accounts payable and prepares payments by verifying documentation and requesting disbursements. * Prepares special financial reports by collecting, analyzing, and summarizing account information and trends. * Oversees and adjusts fixed asset system as needed. Advantages of working at Lear in the Program Management group: * Resolute team with full scope of financial processes for the plant. * Goal-oriented focus on the success of the team, by dedicated support among the team members. Your Qualifications: * Bachelor's degree in a related field * Familiarity with SOX compliance * Familiarity with the Microsoft Office suite of products Bonus If You Have: * Familiarity with Plex ERP system * Experience with SAGE fixed asset software * Experience with accounts payable processes Lear Corporation is an Equal Opportunity Employer, committed to a diverse workplace. Applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and will become the property of Lear Corporation. Location Code: 0945 Nearest Major Market: Grand Rapids

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

Behind the Title At Innovia Wealth, a collaborative, growth-minded, and pay-it-forward culture shapes everything we do. As one of our two summer 2026 Finance Interns, you'll play an important role in supporting our financial planning team by assisting with portfolio management workflows and contributing to meaningful projects. This is a hands-on learning opportunity ideal for students eager to build real-world finance skills in a professional environment. You'll work side-by-side with experienced financial planning professionals, gain exposure to executive leadership, and develop the knowledge, confidence, and toolkit needed to launch a successful career in finance, accounting, or business. The Finance Intern Role at Innovia Financial & Planning Support Assist with financial analysis and reporting on portfolio performance. Contribute to planning projects such as cash-flow planning, scenario analysis, and forecasting. Support the development and delivery of financial presentations to key decision-makers, including executive leadership. Work cross-functionally to gather and interpret financial data and insights. Identify opportunities to improve processes and efficiencies within the finance department. Manage and prioritize multiple projects and deadlines while maintaining accuracy and attention to detail. Collaboration & Operational Excellence Work closely with financial planners and internal teams to support portfolio and planning workflows. Learn the ins and outs of portfolio management systems and planning tools. Contribute to planning preparation and assist in maintaining documentation and reporting consistency. Qualifications / Competencies Currently pursuing a Bachelor's degree in Business, Finance, Accounting, Economics, or related field. Strong analytical and problem-solving skills with excellent attention to detail. Excellent written and verbal communication skills, including the ability to present data clearly and confidently. Ability to work collaboratively in a team environment and independently when needed. Professional, trustworthy, and able to handle confidential information. Strong organizational skills with the ability to balance multiple priorities. Innovia ISM's Our culture is our secret sauce. Here's what we live by: We're Not Selling Perfection, Just Being Real: Focus on genuine interactions and personal authenticity, rather than a polished facade. Be a Pro: Proofread your work. Be punctual. Own your outcomes. Win or Learn: Embrace feedback and stay curious without letting ego get in the way. Celebrate the Wins: Acknowledge progress. Share success. The Best is Yet to Come: Stay future-focused. Be optimistic. Entrepreneurism is the Greatest Form of Charity: Innovate to create impact. Help clients do the same. Pay it Forward: Help others without keeping score. Practice Purposeful Abandonment, Don't Fall in Love with Your Homework: Prioritize what matters and keep learning. Every Yes is a No; Every No is a Yes: Be intentional with your commitments. News Doesn't Happen in the Newsroom: Be in the know by staying engaged. Get out there and take action. Practice Professional Courtesy: Recognize that your decisions and actions have impact; seek to understand the broader impact before jumping into action. Assume Positive Intent: Trust first. Verify later. Be an Aspirin: Start with "yes," and make others' lives easier. Don't Bury the Headline: Communicate what matters clearly and early. We Stand Up for a Teammate in Rooms They Are Not In: Loyalty and advocacy are key. Everything Happens for a Reason: Stay grounded and open-minded. See the possibility, even if it wasn't the outcome you hoped for. Compensation / Internship Schedule This is a paid internship opportunity This is a full-time position in our Grand Rapids office from May-August 2026 Ready to grow with us? If you're energized by learning and excited to gain exposure to wealth management operations in a firm where culture is more than a buzzword, you've found the right place. Join our team that values learning and mentorship, and that the best is yet to come! We require a background check as a condition of offered employment.

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.