Finance advisor jobs in Tracy, CA - 458 jobs

A leading financial services organization in California is seeking a Wealth Management Coach to empower associates in delivering comprehensive financial advice. The role demands strong relationship-building skills, as well as expertise in financial planning concepts. Candidates should possess over five years of experience and a university degree. This position comes with a competitive salary range, fostering an environment of professional growth and collaboration. #J-18808-Ljbffr

A prominent financial services firm is seeking a Business Analyst or Associate in Investment Banking Management to enhance technology tools within the division. This role involves product management, project management, and innovation while collaborating closely with various teams. The ideal candidate will have a bachelor's degree and at least one year of experience in financial services. Expected compensation ranges from $110,000 to $125,000 for Analysts and $150,000 to $225,000 for Associates. #J-18808-Ljbffr

A leading clean energy technology firm is looking for a Head of Stock Admin to manage global equity programs and support compensation initiatives. This role requires a detail-oriented professional with over 12 years of experience in equity compensation administration and strong analytical skills. You will oversee the administration of equity programs and collaborate with Finance and Legal to ensure compliance. The salary range for this position is $210,000 to $230,000 annually. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships This role may require occasional travel between two nearby branch locations as need. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A clean energy technology firm based in San Jose is seeking an Analyst for Structured Finance. This role involves supporting financial analysis and structuring of power purchase agreements in a fully on-site capacity. Candidates should possess an MBA or Master's in Finance or Engineering, along with 2-5 years of relevant experience. Strong communication skills and a proactive approach to problem-solving are essential for success in this dynamic environment. #J-18808-Ljbffr

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.

AQ Technology Partners is a boutique investment bank focused exclusively on the software ecosystem. We provide high-touch M&A and financial advisory services to leading software companies and their investors. Our deep sector expertise, collaborative culture, and commitment to excellence enable us to deliver thoughtful, value-driven outcomes for our clients. Why AQ Technology Partners At AQ, you will be part of a close-knit team where your work directly impacts clients and outcomes. Our structure means exposure to senior leadership and live transaction experience from day one. We value initiative, intellectual curiosity, and a team-oriented mindset and we invest in the professional growth of every team member. Join us to gain the technical foundation, deal experience, and mentorship to start a successful career in investment banking within one of the most dynamic market segments - Software Investment Banking. Role Overview As a full-time Associate, you will play a central role in the execution of M&A and growth capital transactions within the software sector. Working closely with senior bankers and clients, you will gain experience across all aspects of deal execution, from financial analysis and valuation to client strategy, due diligence, and negotiation. Associates at AQ are expected to take ownership of key analytical workstreams, manage analysts, and contribute to business development initiatives. This position offers a fast-paced and intellectually challenging environment designed to accelerate your career trajectory in software investment banking. Key Details Location: Redwood City, CA Eligibility: Current MBA student graduating Spring 2026 Work Authorization: Permanent U.S. work authorization required Compensation: Total salary of U.S.$170,000 (less applicable payroll taxes, withholdings, and deductions) paid in semi-monthly installments Key Responsibilities Support senior bankers in advising software/technology clients and financial sponsors on strategic M&A, private equity, and growth equity transactions Lead detailed financial modeling and valuation analyses, including DCF, LBO, public comparables, and precedent transaction analyses Prepare comprehensive client materials such as confidential information memoranda, management presentations, board materials, and pitch decks Conduct company, market, and competitive research to inform transaction strategy, positioning, and buyer engagement Oversee data room preparation and management, coordinate due diligence processes, and liaise with clients, legal advisors, and counterparties to ensure seamless transaction execution Manage and mentor analyst staff, reviewing analytical work and presentation materials to ensure precision, consistency, and strategic insight Partner with senior bankers to originate and develop new business opportunities across the software/technology ecosystem Contribute to AQ's collaborative, high-performance culture through leadership, initiative, and active team engagement Qualifications Current MBA student with expected graduation in Spring 2026 2-4 years of prior professional experience in investment banking, private equity/venture capital, management / strategy consulting, or corporate finance (FP&A, Corp Dev, etc.) Demonstrated excellence in quantitative analysis, financial modeling, and strategic problem solving Strong academic record and leadership experience Exceptional written and verbal communication skills Highly organized, detail-oriented, and capable of managing multiple projects in a fast-paced environment Ability to thrive in a dynamic, entrepreneurial environment and work collaboratively in a lean team Deep interest in software, technology, and M&A #LI-AQT

NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. We are seeking an energetic Financial Analyst intern to join our Software Engineering FP&A team at NVIDIA. This is a great role for a highly motivated individual who can function in a fast-paced and rapidly changing environment! This role requires an individual who will thrive in an ambiguous environment and make a big impact. You will have a passion for providing data-based decision making and looking for areas of improvement and implementation to reduce manual workload to focus on delivering insights to the business. What you'll be doing: * Provide in-depth financial analysis of actual spending to drive insights into trends, investment areas, and opportunities to optimize investments. * Assist with forecasting OPEX & CAPEX, actual vs forecast analyses and summarize spending trends. * Prepare monthly and quarterly management reporting packages. * Assist in developing the forecasting models for various spend categories to understand the financial health of various departments. * Detail oriented, highly analytical, and able to translate data and trends into powerful strategies and compelling messages. * Own financial data and reports to ensure they are both accurate and updated. * Collaborate cross functionally with key business partners. What we need to see: * Pursuing an Bachelor's degree with a concentration in Accounting, Finance, Economics, or a related field. * Able to critically assess financial model outputs and identify potential improvements. * Demonstrates high attention to detail and accuracy, especially when working under tight deadlines. * A strong desire to learn new technologies and an eagerness for intellectual growth are valued. * Possesses a solid understanding of AV operations and can build cost models, with strong critical thinking and problem-solving abilities. * Works well in collaboration with Engineering and Operations teams to ensure alignment on project roadmaps. * Positive attitude and contributes as a supportive team player. Ways to stand out from the crowd: * Balance of strong academic and extracurricular activities. * Leadership positions. * Strong analytical skills and advanced financial modeling techniques. * Exemplary communication, written and verbal, and interpersonal skills. * Prior work experience in Finance in the Technology sector. Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family *********************** Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 20 USD - 71 USD. You will also be eligible for Intern benefits. Applications for this job will be accepted at least until January 13, 2026. This posting is for an existing vacancy. NVIDIA uses AI tools in its recruiting processes. NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.

We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer analysts help orchestrate capital raising and strategic advisory transactions. Our Summer Analyst program is designed to offer you a broad and exciting experience of work as a full time Investment Banking analyst. During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout. As a summer analyst, your key tasks and responsibilities may include but are not limited to: * Developing and maintaining complex financial models * Performing various financial analyses, including valuations and merger consequences * Conducting comprehensive and in-depth company and industry research * Preparation of presentation and other materials for clients * Participation in due diligence sessions, communication and interaction with deal team members * Management of several projects at once and work effectively as an individual and as part of a team 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 * Must demonstrate a track record of superior performance in extracurricular and professional activities * 3.5 minimum GPA preferred * Must have a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the investment banking industry (If you are interested in Leveraged Finance New York please apply to the Investment Banking Summer Analyst Program to be considered. If you are interested in Leveraged Finance Charlotte please apply to the Capital Markets Summer Analyst Program to be considered.) Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA

Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! The Opportunity Join a high-visibility team managing worldwide consolidation for DME sales finance while driving automation across multiple business processes. This internship offers hands-on experience in forecasting, predictive modeling, and process improvement, providing exposure to global finance operations. What You'll Do As an intern, you will: Develop and maintain predictive models to improve rolling sales forecasts. Analyze historical and current sales/financial data to identify trends and insights. Implement automation to streamline reporting and finance workflows. Collaborate with cross-functional teams to gather requirements and support business solutions. Document models, assumptions, processes, and results for transparency and reproducibility. Recommend enhancements to forecasting methodology and reporting tools. What You Need to Succeed Strong analytical and problem-solving skills. Hands-on experience with forecasting and predictive modeling. Proficiency in data tools such as Excel, SQL, Tableau, or Power BI. Attention to detail and commitment to accuracy. Ability to work collaboratively and communicate effectively with cross-functional teams. Adaptability to navigate ambiguity and propose innovative solutions. Understanding of sales finance, forecasting, and global consolidation processes. Requirements Currently enrolled full-time pursuing a Bachelor's or Master's degree in Finance (or equivalent) with an expected graduation date between December 2026 and June 2027. Ability to participate in a full-time internship from May-September. Technical and functional skills: Data analysis and visualization (Excel, SQL, Tableau, Power BI) Predictive modeling and statistical analysis (Python, R) Financial and sales knowledge, including forecasting and consolidation Process automation (VBA, Python, workflow tools) Strong problem-solving and critical thinking Effective communication and collaboration skills Expected Impact Improved forecast accuracy and reliability. Reduced manual effort in sales finance consolidation. Enhanced ability to make data-driven business decisions. Foundation for scalable automation across other business areas. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $25.00 -- $30.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and “fair chance” ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.

Electric Hydrogen's mission is to make molecules to decarbonize our world! Our outstanding people are our most important asset and will allow us to deliver hydrogen from renewable electrolysis for heavy industry, at prices below fossil fuels. Financial Planning at Electric Hydrogen is a high-visibility function that partners with teams across the business and executives to deliver data-rich reporting. We are looking for a challenge-seeking finance professional to enhance our analytical and reporting capabilities so we can continue to provide value-adding insight to the business as it enters a period of growth. You have experience and fluency with financial statements, financial modeling, data reporting, and transformation tools such as Power BI and Power Query. You may be remote or based at our offices in Massachusetts or San Jose, CA. Primary Responsibilities Partner with New Product Integration, Product Engineering, and Deployment teams and lead current/ future project cost forecast discussions, spend tracking, and internal/external partner reporting Manage and maintain multiple finance datasets and reporting dashboards, including product cost, commercial data, and corporate spending Help prepare regular/ad-hoc executive and board-level reporting Support the Accounting and Accounts Receivable teams on project margin recognition and customer invoicing Support ad-hoc analyses, such as customer project cash flow, commercial hedging, or international deployment Qualifications Bachelor's degree in finance, accounting, data analytics, or other related fields 2+ years experience in corporate finance, public accounting, investment banking, or consulting High level of experience with MS Excel and other MS Suite products Proficient in Power BI and Power Query Prior exposure to project finance and commodity hedging is a bonus #LI-HYBRID San Carlos Zone$88,000-$103,000 USDNatick Zone$77,000-$90,000 USDNational Zone$69,000-$80,000 USD Actual base salary offered to the hired applicant will be determined based on their work location, level, qualifications, job-related skills, as well as relevant education or training and experience. Base salary is just one part of Electric Hydrogen's total rewards package. We feel strongly that our team should not have to worry about having quality healthcare. In addition to the base salary offered, the hired applicant may receive: an equity grant time off programs a $75/month cell phone allowance a 4% employer 401(k) match 100% fully paid premiums for employees and their families: medical, dental, vision, life insurance, short-term & long-term disability coverage a discretionary bonus Electric Hydrogen's benefits programs are subject to eligibility requirements. About Electric Hydrogen Electric Hydrogen is a team of the world's experts in scaling technologies for the post-carbon world, with a proven record in transforming the grid and transportation sectors. Backed by some of the world's top venture capital firms, we design and manufacture electrolytic hydrogen systems matched to renewable power sources to create green hydrogen by splitting water. We are building a cost-effective and transformative path between renewable energy and multiple large industrial sectors. Abundant and low-cost renewable energy sources will power the world, and Electric Hydrogen technology will use this energy to decarbonize industry through sustainable materials. We were founded in 2020 and are based in California and Massachusetts. Electric Hydrogen is proud to be an equal opportunity employer. We are dedicated to building a diverse, inclusive, and authentic workplace for all to belong. We are aware that people from historically underrepresented groups are less likely to apply if they don't meet 100% of the job requirements. We are actively working on efforts to change this social norm. If you are excited about this role, we encourage you to apply!

About Us: Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society. Academic Skills/Knowledge/Experience: Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome. Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities). Strong analytica and research skills, with the ability to gather and synthesize data into clear insights. Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction. Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance. Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs. Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales. Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable. Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged. Responsibilities Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members. Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities. Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively. Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues. Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making. Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation. Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture. Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions. Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning. Fulfill any additional tasks or responsibilities required to ensure team success.

Job DescriptionThe specific pay rate and level will depend on the successful candidate's qualifications, prior experience and location. As a Financial Planning & Analysis Analyst Intern, embark on an enriching hybrid 8-10 week summer journey with our Internship Program in Livermore, CA, running from June to August 2026 - an ideal opportunity to gain hands-on experience, sharpen your skills, and build lasting connections. Ready to Have an Impactful Summer in 2026? Apply Today! ????“A Day in the Life” As Financial Planning & Analysis' sole summer intern, you will support all of our business units and internal teams, with a primary focus on enhancing financial visibility, maximizing the value of our data, collaborating with a forward-thinking team, and making a real impact from day one. You'll apply your analytical capability and business curiosity to turn data into insights. One day you might be assembling monthly reporting packages, and the next, you're deep-diving into performance data and financial models! Join a team where the groundwork is already set for success-dive straight into meaningful work, using advanced tools to generate insights and support business decisions. Your data-driven decisions will contribute to tangible business outcomes, an enhanced customer experience, and expanded digitally initiated revenue. ????About McGrath What started as a small business over 45 years ago has blossomed into a $900M+ publicly traded (NASDAQ: MGRC) industry leader with 1,200+ employees, five dynamic business units, Mobile Modular, Portable Storage, TRS-RenTelco, Enviroplex, and Kitchens To Go. We've built our success on innovation, a strong entrepreneurial spirit, strong values, and an exceptional team. McGrath delivers modular solutions that help businesses, schools, and communities solve tough space and infrastructure challenges with speed and confidence. We offer ready-to-deploy buildings, storage, and specialized equipment, kitchens, EV charging stations and solutions specifically designed for data center campuses. Through our TRS-RenTelco division we bring test equipment from leading global brands to support entire data centers. We enable our customers to operate smarter, scale faster, and achieve lasting results. ????“What You'll Do” Support forecasting and annual planning models to drive process efficiency and accuracy. Deep dive into performance data, pricing, volume, and utilization Assess operational efficiency, cost management, and productivity metrics. Enhance data visibility through improved dashboards, stronger historical data integration, and better data quality-aimed at uncovering trends that drive profitable revenue growth. Assist analysis for strategic initiatives and special projects. Compile historical metrics and refresh term analysis for contracts. Support corporate department modeling. Partner on data workflows and ensure data integrity in automated outputs. Performs other duties as assigned. ✅“Must Haves" Currently enrolled in an accredited educational institution. Actively pursuing a bachelor's degree in finance, economics, math, or related field with at least two years of undergraduate studies completed (junior status minimum) Cumulative GPA of 3.0 or higher Resourceful, driven, and thrives in a fast-paced environment. High proficiency in Excel, PowerPoint, Power BI and Power Query Self-starter, highly adaptable, self-motivated, and proactive Exceptional communication, influence, and interpersonal skills Strong problem-solving and analytical thinking Team player with a collaborative mindset and customer-centric approach Open to constructive feedback and committed to continuous learning. Strong time management and organizational skills ????“Nice to Haves” Prior intern experience in a similar field Finance/FP&A experience ????Why This Role Rocks McGrath is a preferred pathway for scalable, future-ready business infrastructure. Be a part of future-proof solutions that evolve with market and technology shifts. Here, YOU Matter isn't just a phrase! We empower every employee to make an impact through collaboration, creativity, and integrity. Our teams enjoy professional growth and a culture rooted in balance, inclusion, and innovation. Your participation and contributions are meaningful and impactful for the company - and for your professional journey! ????Program Perks Mentorship from high-level professionals Hands-on real-world training with finance leaders Participate in presentations to company leadership. Real-world experience beyond the classroom environment Build your professional network. A supportive workplace where YOU matter-and where EQ is as important as IQ. At McGrath, we don't just build spaces, we build opportunities. Flexibility & Evolving Responsibilities This job posting is intended to convey the general nature and level of work expected in the role. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Responsibilities may evolve over time, and team members may be asked to take on additional tasks or adjust their focus in response to changing business needs-sometimes with or without prior notice. This flexibility is a valued part of our culture and supports our commitment to collaboration, agility, and shared success. Pre-employment screenings are conducted after a conditional offer of employment is extended, in accordance with fair hiring laws. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, on the basis of disability and any other legally protected status. Our company uses E-Verify to confirm employment eligibility. #MGRC #LI-Hybrid

NOTE: Along with your resume, please include the following: * Duration of internship availability (Ex: 2, 3, 6 months) * Date you are available to begin the internship Equal Opportunity Employer/Veterans/Disabled PROGRAM OVERVIEW: Our summer Internship Program is a well-rounded, practical 3 month (summer) or 6month (full semester) learning-based experience in the field of safety and hazard risk management in the field of heavy civil marine construction. Dutra Construction is a California based Marine Construction Company with a challenging workload of interesting projects. Study and gain an understanding of safety practices in the worksite while facilitating the maintenance of a safe, accident-free and healthy work environment. You will assist on project sites and in the office in the day-to-day activities associated with our safety program. Through our mentoring program our safety professionals will teach you new skills and you will learn about construction activities such as scheduling, planning, hazard assessments and implementing corrective actions as necessary. We hope to provide a rich experience which fosters growth in the field of Occupational safety. Please view the Dutra Group website ****************** to see the projects and locations we are working on now. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. * Inspects and tours all facilities and mobile equipment to detect existing or potential accident and health hazards and recommends and follows up on corrective or preventative measures where necessary. * Enforce all safety rules and policies. Provide recommendations to Safety Department and field management for disciplinary actions. * Assist Safety Manager with coordinating and implementing safety program training and testing, i.e., CPR/First Aid, respiratory and audiometric. * Makes studies and analyses of industrial accident causes and hazards to health for use by company or plant personnel in compliance with local, state and federal Occupational Safety and Health Administration (OSHA) and MSHA rules and regulations. * Consults with all departments on design and use of equipment, shops, fire prevention and overall H&S program. * Keeps managers and employees alerted as to the hazards of working with toxic fumes, dangerous chemicals and any other hazardous substances. * Participates in the investigation of safety-related accidents and injuries and cooperates in the preparation of material and evidence for organization use in hearings, law-suits, and insurance investigations. * Assists in conducting pre-hire and random drug testing in field. * Assists local safety representatives with field Hazardous Materials Audits in preparation of County Hazmat business plan inspections. * Performs field record-keeping audits. * Assists project managers with field AHAs, safety plans, and procurement of safety equipment and repairs. * Attend Safety Managers daily safety meetings and Safety department meetings. * As requested by Manager, attend various agency audits and inspections. * As requested by Manager attends OSHA/MSHA training and other safety seminars. COMPETENCIES: * Communications: ability to produce clear status reports, writes clearly, communicates tactfully and candidly, exhibits clear verbal skills and an excellent listener. * Problem Solving: Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. Able to resolve difficult or complicated challenges. * Attention to Detail: Diligently attends to detail and pursues quality in accomplishing tasks. Checks work to ensure accuracy and completeness. * Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables. * Time Management: ability to manage competing priorities effectively, to be resourceful and to use time as a resource. * Environmental, Health and Safety Management: Understand and know how to comply with all regulations; implement a positive attitude toward health and safety in the design and execution of the project. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Education/Experience: Upper division student from four-year college or university in Occupational Safety and Health program or pursuing their Certified Safety Professional Certification. * Language Ability: strong written and verbal communication skills in order to effectively present information and respond to questions from managers, clients and customers. * Reasoning Ability: ability to solve practical problems and interpret a variety of instructions given in written, oral, diagram or schedule form. * Computer Skills: to perform this job successfully, an individual should have knowledge of and experience with Excel. SUPERVISORY RESPONSIBILITIES: This position has no supervisory responsibilities. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * While performing the duties of this job, the employee is required to frequently inspect the project and may be exposed to ongoing construction and various weather conditions. The noise level in the work environment may range from moderate to loud. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * The employee must occasionally lift and/or move 25-50 pounds. * Specific vision abilities required by this job include close vision and color vision. * While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. * The employee is occasionally required to use hands to finger, handle or feel. * The employee is occasionally required to reach with hands and arms. * The employee is occasionally required to climb or balance, stoop, kneel, crouch and/or crawl. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. PAY RANGE (DOE): $26 per hour PRIVACY NOTICE TO CALIFORNIA JOB APPLICANTS AND EMPLOYEES The Dutra Group and its affiliates and subsidiaries ("Dutra," "we," "us," and "our") adopts this Privacy Notice ("Notice") pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (together, the "CCPA"). This Notice explains our online and offline practices regarding the collection, use, and disclosure of "personal information" of job applicants and employees who reside in California. Please read this Notice carefully so you understand our practices regarding your information. For more information about the types of information we collect and use in connection with your general access and use of our website, please review our general Privacy Policy for Dutra's Website found here: https://******************/privacy/. How Dutra Collects Your Information * Website Visitors: Dutra collects personal information from visitors to our website when voluntarily provided. For instance, we collect personal information when someone contacts us through our contact form. * Website Navigational Information: As you navigate the Website, Dutra may gather information through common tools like cookies, which are small data files stored on your computer. This may include standard browser information, IP addresses, and your actions on the Website (e.g., pages viewed, links clicked). Cookies are used for administrative purposes, such as storing preferences. Cookies do not contain information allowing direct contact and can be managed via your browser settings. * Job Applications: Dutra uses Paycor, a third-party HR service provider, to manage our job application process. When you apply for a position with Dutra through our Website, you will be directed to a Paycor-hosted application portal. All personal information submitted during the job application process is collected and stored by Paycor. Dutra does not control or direct how Paycor stores or uses any personal information submitted through this application portal. As Paycor manages the collection and processing of your personal information during the job application process, we strongly encourage you to review Paycor's Privacy Policy. You can access Paycor's Privacy Policy at: ************************************** * Third Parties: Your current, prospective, or former employer or a similarly affiliated entity may provide personal information to Dutra to facilitate the processing of hiring, benefits management, payroll services, tax compliance, scheduling and timekeeping, onboarding, data analytics, or other related human resources-related services. Information Dutra Collects and the Purpose of Use * Identifiers. Examples include: real name, alias, postal address, Internet Protocol address, email address, account name, social security number, driver's license number, passport number, or other similar identifier necessary to make employment decisions and manage employment relationships. * Sensitive Personal Information. Examples include: a social security number, driver's license information, state identification card, passport information, or racial or ethnic origin. * Personal information categories listed in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)). Examples include: name, signature, Social Security number, address, telephone number, passport number, driver's license or state identification card number, insurance policy number, education, employment, employment history, bank account number, medical information, or other information necessary to provide health insurance and other benefits, including dependents, and emergency contact information. * Geolocation data. Examples include: physical location or movement of certain equipment in possession of our employees. * Legally protected classification characteristics under California or federal law. Examples may include: age, race, color, national origin, citizenship, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), veteran or military status. * Internet or other similar network activity. Examples include: cookies and IP addresses. * Sensory data: Examples include: voicemails. * Professional or employment-related information. Examples may include: Information regarding prior job experience, positions held, names of prior supervisors. * Non-public education information. Examples include: Education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records. No Sale of Personal Information Dutra does not sell your personal information or your sensitive personal information, nor do we share it with third parties for cross-context behavioral advertising. Use and Disclosure of Personal Information We collect and use your personal information for the following business purposes, consistent with and only as permitted by applicable law: * To consider job applicants for current and potential future employment opportunities and assess their skills, qualifications, and interests against our career opportunities. * To schedule job applicants for interviews and communicate with them about their application and employment opportunities. * To evaluate a job applicant's employment application, corroborating the information contained in the application and any supporting documents, and (where applicable) conducting employment related screening and background checks. * To manage the employment relationship with Dutra, facilitate employment administration, processing, and maintenance, such as providing benefits to employees and their beneficiaries, processing payroll, and general office administration. * To manage the employment relationship with Dutra and facilitate a safe work environment. * To facilitate IT and equipment safety, functionality, and maintenance. * To comply with local, state, and federal laws and regulations. * For any other purposes that we disclose to you at the time of collection. Pursuant to this Notice, Dutra may disclose some of the personal information to a third-party vendor as necessary for our hiring practices. For example, such vendors could include the agencies we use to conduct pre-employment screening (such as background checks) and conduct drug testing. Dutra may use or disclose information provided if required by law, to protect its rights, comply with legal processes, comply with government authorities, or safeguard users, employees, or the public. Except as described in this Privacy Policy, we do not share your personal information with unknown or unaffiliated third parties, nor cross-reference your personal information for cross-context behavioral advertising. Unless otherwise stated in this Privacy Policy, Dutra will not share, sell, rent, or trade your information without prior consent. Retention of Your Personal Information Dutra will retain your personal information for the time period reasonably necessary to achieve the purposes described in this Notice, or any other notice provided at the time of collection, taking into account applicable statutes of limitation and records retention requirements under applicable law. The criteria used to determine our retention periods include (i) for as long as we have an ongoing relationship with you, (ii) as required by a legal obligation to which we are subject, and (iii) as necessary to resolve any disputes or enforce our legal agreements with you. Our Commitment Not to Discriminate Dutra will not discriminate or retaliate against a job applicant for exercising their rights under the CCPA, including by denying you benefits or services that we make available, charging you different prices or rates for services or benefits, providing a different level or quality of services or benefits, or suggesting that you may receive a different price or level of quality of services or benefits. Your Rights Under CCPA California residents have the following rights under the California Consumer Privacy Act ("CCPA") and Consumer Privacy Rights Act ("CPRA") with regard to their personal data: * Right to know which personal information is collected and processed; * Right to delete their personal information; * Right to opt-out of the sale of personal information to third parties; * Right to opt-out of the sharing of personal information with third parties; * Right to limit use or disclosure of personal information with third parties; * Right to non-retaliation for exercising any of the rights concerning personal data; * Right to data portability; and * Right to correct any inaccurate personal information. Exercising Your Rights To exercise the rights described above, you must submit a verifiable consumer request to us by calling call the Dutra's hotline at ************** or visit thedutragroupdsr.ethicspoint.com. Please be aware that the CCPA provides certain limitations and exceptions to the foregoing rights. Pay Transparency Nondiscrimination Provision Pursuant to 41 CFR 60-1.35(c), as a federal contractor, Dutra shares the following provision with all job applicants and employees: The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Changes to Notice Dutra continues to evaluate its practices and records in relation to the CCPA to ensure compliance with all requirements. Accordingly, Dutra may update this Notice from time to time. Please review our Privacy Policy periodically for updates. Contact Information Reasonable accommodation requests for job applicants can be made at ******************* To exercise the rights described in CCPA above, you must submit a verifiable consumer request to us by calling call the Dutra's hotline at ************** or visit thedutragroupdsr.ethicspoint.com. Know Your Rights Poster **********************************************************************

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Bilingual proficiency in English and Mandarin is required Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail Bilingual proficiency in English and Cantonese is preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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.

NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. Are you ready to demonstrate your financial expertise and embark on an exciting journey into the innovative realm of technology? Look no further than NVIDIA, the pioneer of accelerated computing that is taking on challenges no one else can solve. We are seeking a dynamic and detail-oriented Financial Analyst MBA Intern to join our experienced finance team supporting NVIDIA's global real estate portfolio. If you possess an unyielding passion for finance, being responsible for overseeing large-scale projects, and an unwavering dedication to excellence, this is the opportunity you've been waiting for! Join our team and be at the forefront of the future, where possibilities are limitless and groundbreaking achievements are within your grasp. Let's redefine the future together! What you'll be doing: * Conduct a comprehensive financial analysis of actual spending to identify trends, areas for investment, and opportunities for optimizing investments, support forecasting and improve efficiency in handling operational and capital expenses * Provide analyses is to assist in driving key decision making for executive leadership * Create insightful business dashboards and reports on key real estate matters What we need to see: * Pursuing your MBA degree (December 2026 to July 2027 graduation date) * Background in corporate finance, accounting, data science, business analytics, or other analytically focused positions * Advanced experience in building financial models and highly adept with Excel * Hands-on experience with financial software and BI reporting tools * Ability to incorporate new approaches and methodologies while dealing with complex data Ways to stand out from the crowd: * Prior work experience in real estate, construction, or facilities management. * Understanding of lease accounting standards (ASC 842) and the correlations and impacts related to lease terms and conditions * Experience driving systems & tool development, specifically in measuring operational performance and KPIs * SAP, BPC, Power BI, Tableau, or other finance applications such as Alteryx or visualization tools is a plus * Demonstrated expertise in SQL and data analysis Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family *********************** Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 27 USD - 82 USD. You will also be eligible for Intern benefits. Applications for this job will be accepted at least until January 13, 2026. This posting is for an existing vacancy. NVIDIA uses AI tools in its recruiting processes. NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.

AQ Technology Partners is a boutique investment bank focused exclusively on the software ecosystem. We provide high-touch M&A and financial advisory services to sector leading software companies and their investors. Our deep sector expertise, collaborative culture, and commitment to excellence enable us to deliver thoughtful, value-driven outcomes for our clients. Why AQ Technology Partners At AQ, you will be part of a close-knit team where your work directly impacts clients and outcomes. Our structure means exposure to senior leadership and live transaction experience from day one. We value initiative, intellectual curiosity, and a team-oriented mindset and we invest in the professional growth of every team member. Join us to gain the technical foundation, deal experience, and mentorship to launch a successful career in investment banking within one of the most dynamic market segments. Program Overview The AQ Summer Associate Program offers MBA students a fast-paced, hands-on introduction to software investment banking. Over the course of the summer, you will work directly with senior bankers and clients on live M&A and growth capital transactions, gaining exposure to every stage of transaction execution, from financial modeling and valuation to client strategy and negotiation. As a Summer Associate, you will take on meaningful responsibility immediately and throughout the internship program. You will provide relevant contributions to transaction execution, develop presentation and marketing materials for clients, lead analytical workstreams, and mentor junior team members. This experience is designed to accelerate your professional development and prepare you for a successful career in investment banking. Key Details Location: Redwood City, CA Program Duration: Summer 2026 (10 weeks) Eligibility: Current MBA student graduating between December 2026 and June 2027 Work Authorization: Permanent U.S. work authorization required Full-Time Opportunity: Candidates demonstrating exceptional performance will receive an offer to return as a full-time Associate following graduation Compensation: Total salary of U.S.$32,500 (less applicable payroll taxes, withholdings, and deductions) paid in semi-monthly installments over the 10-week internship period Responsibilities Support senior bankers in advising software clients and financial sponsors on strategic M&A, private equity, and growth equity transactions Conduct market and company research to support transaction positioning, strategic buyer engagement, and business development initiatives Prepare client-facing materials such as confidential information memoranda, management presentations, and financial modeling / analysis Partner with senior team members to develop new business opportunities and manage client relationships Train and mentor analyst staff, contributing to AQ's collaborative and high-performance culture Qualifications Currently enrolled in a two-year MBA program with expected graduation between December 2026 and June 2027 2-3 years of prior professional experience in finance, accounting, consulting, or technology Strong academic track record Demonstrated excellence in quantitative and analytical deliverables Strong leadership, organization, and project management skills Exceptional written and verbal communication skills Ability to thrive in a dynamic, entrepreneurial environment and work collaboratively in a small team Passion for software, technology, and M&A #LI-AQT