Financial Representative Trainee (Sales) -Bloomington, MN
Finance associate job in Bloomington, MN
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Financial Representative Trainee (Sales) - Milwaukee, WI
Finance associate job in Waukesha, WI
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Trader, Fixed Income
Finance associate job in Minneapolis, MN
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given.
At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.
Job Summary
Under the direction of Senior Traders and the Director of Fixed Income Trading, executes purchases and sales of fixed income securities that are authorized by portfolio managers. Securities will primarily be investment grade corporates, but would also include U.S. government and agency securities, high-yield corporates, leveraged loans, emerging market debt, preferred securities, and index derivatives. Add value to the investment process by effectively engaging with Traders, Portfolio Managers and Analysts.
Job Responsibilities and Duties
Under the direction of Senior Traders and the Director of Fixed Income Trading, execute purchases and sales of fixed income securities that are authorized by portfolio managers.
Provide direct trading support to Senior Traders, the Director of Fixed Income Trading, and the overall trading desk operation (some support work will be administrative).
Assist in the management of the primary market new issue process, including issue information, price guidance, order processing, allocation and ticketing.
Execute electronic orders on various fixed income trading platforms including but not limited to Blackrock Solution's Alladin OMS, Bloomberg, MarketAxess, and TradeWeb.
Confirm and coordinate trade executions with brokers and Thrivent Operations/Settlements teams as needed.
Assist trading desk with the development of trade ideas and monitoring of both executed and open orders.
Deliver on ad hoc requests from traders, portfolio managers, and analysts.
Help identify, work to innovate, and improve processes within the trading environment to reduce operational risk, improve efficiency, and automate where possible.
Work closely with Portfolio Compliance (addressing alerts and restrictions).
Generate commission reports and assist in monitoring budgets.
Assist in the preparation of transaction cost analyses.
Job Qualifications
Required:
Master of Business Administration, Finance or other advanced degree in a relevant field with at least 1 year work experience in securities analysis, an applied securities analysis program or the equivalent; or a 4-year degree with an emphasis in finance, business or other relevant subject area with at least 3 years experience in institutional investment trading, operations or other relevant role.
Strong written, verbal, and interpersonal skills.
Proficiency with Blackrock Solution's Alladin OMS, Bloomberg, and Excel; some experience with other electronic trading platforms desirable.
Rigorous attention to detail, proactive, organized, and efficient.
Consistently demonstrates an ability to think quickly, logically, and apply good judgment.
Ability to multi-task and manage conflicting priorities effectively in a dynamic market environment.
A natural sense of curiosity and the drive necessary to self-educate utilizing the role's access to information and resources.
Preferred:
CFA designation or demonstrated progress towards completion is desirable.
Additional Information
This position requires you to work on-site in Minneapolis, MN a minimum of 5 days a week.
Pay Transparency
Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $107,125.00 - $144,933.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Specialist
Finance associate job in Superior, WI
Do you have a knack for numbers and a heart for helping people? Are you the kind of person who gets genuinely excited about setting someone up with their first car loan, helping a family open a savings account, or just making someone's day a little easier?
We're looking for a Financial Specialist who's part relationship-builder, part problem-solver, and part financial guide. In this role, you won't just handle transactions - you'll transform them into real moments of service, support, and connection.
What You'll Be Doing:
Helping members with all things money - from deposits and withdrawals to loan payments and account openings
Supporting financial wellness by recommending products that truly benefit members (not just checking boxes)
Guiding loan applicants through the process with clarity and care
Solving member problems like a pro - with a smile, a solution, and maybe even a little sparkle
Keeping accurate records and ensuring all transactions are buttoned up and by the book
You'll Thrive in This Role If You:
Have 1-3 years of experience in banking, finance, or a similar customer-focused role
Can juggle tasks while staying friendly, focused, and fabulous
Take pride in being organized, detail-oriented, and tech-savvy
Handle confidential info like a vault (secure and silent)
Love building relationships and helping people reach their financial goals
Bonus Points If You:
Know your way around credit union products and services
Have experience opening accounts, processing loans, or cross-selling services
Can spot a financial opportunity that benefits the member and take the time to walk them through it
What Success Looks Like:
Happy, loyal members who trust you with their financial needs
Accurate, efficient transactions that keep everything running smoothly
Meeting or exceeding sales and service goals (without feeling “salesy”)
Being that go-to person everyone trusts for financial guidance
Why Join Us? We're not just a credit union - we're a community. At Superior Choice Credit Union, we believe in putting people before profits, building relationships over transactions, and helping our team grow along with our members. Come work where your ideas matter, your service makes a difference, and your career can truly take off.
Superior Choice Credit Union is your friendly local financial institution, serving communities for the past 92 years. SCCU gleefully employs over 150 team members, dedicated to providing superior service to over 30,000 credit union members across 12 branches in the Wisconsin/Minnesota area. Learn more at superiorchoice.com.
Auto-ApplyFinance Manager
Finance associate job in Hermantown, MN
Kolar Automotive Group has a very rare opening for a Finance Manager at their Toyota dealership! This position is an exciting opportunity to work for a growing company in a fast-paced environment with opportunities for advancement!
Are you a team player? Strong work ethic with a positive attitude? Looking for a career with exceptional earning potential?
If you answered yes to any of those questions, we want to speak with YOU!
Why are we different than other dealerships?
Award-winning dealership; 15-Time Toyota Presidents Award, 2023 Duluth News Tribune's Best New/Used Car Dealership!
Best competitive pay plan in Minnesota.
This family-owned company has been servicing the community for 50-plus years and puts its employees first. Earning the trust of our customers, employees and community is what drives us to be better.
Kolar Gives Back to their community. Just a few - the Kolar Toyota ALS Fishing Tournament, Grandma's Marathon, ALS Blizzard Tour, Toys for Tots & the Union Gospel Mission!
BENEFITS:
401(k)
Health Insurance & Disability
Free Dental
Paid Training
Paid Vacation
No Sundays
Discounts on service, parts and vehicles!
What We Offer
We want our employees to have a great quality of life, which is why our current Sales Department hours are 9:00 am - 6:00 pm!
Immediate impact - quick on-boarding
Paid Training Program (Earn as you learn)
Demo Allowance
Dedicated leadership team, with one-on-one training
A huge advertising budget that drives traffic
An inventory second to none, that allows you to sell more vehicles, make more money and keep customers happy!
Responsibilities
Selling finance and insurance products with a menu approach
Structure deals
Accurately submits deals to lenders for approval, makes credit decisions, and effectively closes deals
Ensures necessary documentation for each deal is complete
Build rapport with our customer base
Compliant with all rules and regulations
Maintain proficiency and certifications as required for the position
Qualifications
Previous sales, sales manager or finance experience is a PLUS - not a requirement!
Knowledge of finance and insurance product sales
Enthusiastic with high energy throughout the workday
Outgoing with a friendly personality, especially while handling objections & negotiating pricing
Have exceptional customer service & communication skills
Professional appearance
Requirements
College degree preferred or equivalent experience
Must have a clean & valid driver's license
Must be willing to submit to a background check
Auto-ApplyPrivate Client Banker- Shakopee - Shakopee, MN
Finance associate job in Shakopee, MN
JobID: 210686409 JobSchedule: Full time JobShift: Base Pay/Salary: Shakopee,MN $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyCommunity Banker I
Finance associate job in Minneapolis, MN
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred.
Schedule: Monday through Friday 8:15am - 4:45pm.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
Financial Analyst
Finance associate job in Duluth, MN
Job Description
Join Team Goodwill! Immediate openings and competitive pay & benefits. Apply today!
Financial Analyst
$50,000-60,000/year
If you have skills and passion for data-driven analysis and a desire to make a difference, you've come to the right place. We're dedicated to providing training, jobs, and support services for individuals facing barriers to employment, helping them achieve greater independence. In this role, you will be responsible for collecting, analyzing, and interpreting financial data to create forecasts, reports, and financial models that guide business decisions.
Duties and Responsibilities
Responsible for updates and problem-solving of the Mission Services Division software databases and the Retail Division sales database.
Interpret data, analyze results, and provide ongoing reports and dashboards.
Work with internal teams to research and evaluate business opportunities.
Contribute to process improvement projects.
Work with administrative access to the key accounting, retail, and grant management systems to monitor and maintain data integrity, developing custom reports as necessary.
Assist with annual budget templates creation, distribution, and data upload.
Assist in streamlining the billing and reporting systems through automation and intelligent analytics.
Coordinate with Mission Services Management to ensure that data processes meet funding, regulatory, and best practice requirements.
Responsible for reporting monthly metrics to Goodwill Industries International.
Immediately report any wrongdoing, unethical or improper conduct, fraud, fiscal mismanagement, or misappropriation of funds.
Work in a collaborative cross-functional team environment and assist with any other tasks, such as labor productivity, incentive calculation, e-commerce revenue forecasting, expense analysis, cost-benefit analysis, vendor contracts for savings opportunities, digitize paperwork, etc.
Perform work activities in conformance to Goodwill's values statement: Trust, Respect, Understanding, and Excellence.
All other duties as assigned
Required Skills and Competencies
Strong analytical problem-solving skills.
Proficient in documentation and reporting.
Proficiency in financial software including Microsoft Excel and Power BI Pro.
Strong attention to detail
Excellent communication and presentation skills.
Strong interpersonal skills.
Education and Experience
Bachelor's degree in Finance, Business Administration, Data Analytics, Information Technology, or related field or equivalent experience.
Some experience with Retail POS systems or automated reporting tools is preferred.
Willing to travel occasionally to organizational locations as part of work assignments.
Financial Planning and Analysis Intern
Finance associate job in Racine, WI
Job Family for Posting: Finance Job Type for Job Posting: Full Time Apply now * Apply Now * Start applying with LinkedIn Start Please wait... About Us
Innovation. Sustainability. Productivity. This is how we are Breaking New Ground in our mission to sustainably advance the noble work of farmers and builders everywhere. With a growing global population and increased demands on resources, our products are instrumental to feeding and sheltering the world.
From developing products that run on alternative power to productivity-enhancing precision tech, we are delivering solutions that benefit people - and they are possible thanks to people like you. If the opportunity to build your skills as part of a collaborative, global team excites you, you're in the right place.
Grow a Career. Build a Future!
Be part of this company at the forefront of agriculture and construction, that passionately innovates to drive customer efficiency and success. And we know innovation can't happen without collaboration. So, everything we do at CNH Industrial is about reaching new heights as one team, always delivering for the good of our customers.
Intern Program Overview
We are committed to building a strong talent pipeline by investing in early career professionals. Our internship and co-op programs provide mentorship, training, hands-on experience, and growth opportunities that empower students to explore their career paths with confidence. Through competitive wages, networking events, social and volunteer activities, professional development workshops, and housing support, we strive to deliver one of the best internship experiences-designed to develop and inspire the talent of tomorrow. Interns will work full-time hours during the summer.
Job Purpose
Join our FP&A team and gain hands-on experience in financial reporting, data analysis, and strategic planning. As a Financial Planning & Analysis Intern, you'll collaborate with finance and business partners to deliver insights that support decision-making and drive efficiency across the organization.
Key Responsibilities
Your responsibilities may include:
* Assisting in the preparation and consolidation of monthly, quarterly, and annual financial reports
* Performing variance analysis to compare actual performance against budgets and forecasts, identifying key drivers behind results
* Analyzing financial data to uncover trends, opportunities, and risks, and presenting insights through automated dashboards
* Supporting the development and maintenance of financial models to evaluate scenarios and predict performance, including the use of AI agents
* Collecting and organizing financial and operational data from various sources
* Assisting with user acceptance testing for new tools and recommending process improvements to increase efficiency
* Contributing to special projects such as budget and headcount analysis, market research, and KPI evaluations
* Creating strategic analysis, including development of AI-driven solutions to simplify and automate key tasks
This internship provides the opportunity to apply analytical skills in a dynamic environment, gain exposure to financial strategy, and contribute to projects that leverage innovation and technology.
Preferred Qualifications
Candidates must be pursuing (at minimum) a Bachelor's degree in one of the following majors: Finance, Accounting, Economics, Business Admiration, Statistics/Mathematics, or a related field.
Pay Transparency
The annual salary for this role is USD $19.25 - $32.50 plus any applicable bonus (Actual salaries will vary and will be based on various factors, such as skill, experience and qualification for the role.)
What We Offer
We offer dynamic career opportunities across an international landscape. As an equal opportunity employer, we are committed to delivering value for all our employees and fostering a culture of respect.
At CNH, we understand that the best solutions come from the diverse experiences and skills of our people. Here, you will be empowered to grow your career, to follow your passion, and help build a better future.
Apply now
* Apply Now
* Start applying with LinkedIn
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Finance Intern
Finance associate job in Minneapolis, MN
Tactile Medical is offering an internship opportunity for a student who is seeking to accelerate their professional experience and career trajectory in Finance. Join a driven organization that is a compassionate leader in helping people living with chronic illnesses live better lives with at-home therapy devices.
In this 11-week internship program, our Finance Intern will join other interns to start out in our corporate headquarters campus in Minneapolis, MN for the first three days to learn from leaders across the entire organization. Our leaders will walk through how each of Tactile Medical's collaborative teams identify patients, provide them with care, and ensure their lives are improved. We will provide an exclusively transparent view on how we at Tactile embrace change by proactively innovating our products, processes, and challenge each other.
After the first three days on campus, each intern is paired with a mentor on the Patient Services team to dive into their internship focus. You will be given an authentic experience by working through real market access issues and contributing to meaningful projects. On the final day, all our interns will return to campus to present their accomplishments and celebrate on how they made a direct impact on helping people live a better quality of life.
The Finance Intern will support Tactile Medical's Financial Planning & Analysis team by delivering meaningful financial insights. This role provides hands-on experience in forecasting, financial modeling, and performance analysis within a growing medical technology organization.
Program Details:
* 11-week program, first three days and the last day at our Minneapolis corporate office (weeks of 6/1/26-8/10/26)
* Full time during normal business hours (40 hours a week, Monday through Friday)
* Tours of different sites and departments (Manufacturing, Sales, Clinical, and others)
* One on one mentorship provided for each intern
* Social and community outreach events
* Team building and career development activities
* Gain industry knowledge from a leading medical device company
* Live our corporate values to help improve peoples' lives
* Networking with our interns and professionals from a variety of departments
* Learn from a personal internship to gain applicable professional skills and experience
* Present internship accomplishments on final day of internship program
* Competitive hourly pay rate ($23/hr. for Summer 2026)
* Possible contribution towards academic credits
What You Will Learn:
* Hands-on experience with forecasting and reporting processes in a medical device company.
* Real-world application of FP&A concepts.
* Opportunities to collaborate with and learn from finance leaders across the organization.
* Best practices in financial planning, variance analysis, modeling, and data-driven decision support
Responsibilities
* Support quarterly forecasting cycles by preparing financial review materials and participating in financial review discussions.
* Support month-end close processes by performing variance analysis and updating or developing financial reports.
* Build, enhance, and maintain Excel-based financial models to support scenario planning and operational trend evaluation.
* Contribute to presentations, dashboards, and executive-ready insights using PowerPoint and other data visualization tools.
* Perform ad hoc financial and operational analyses to support strategic initiatives.
Qualifications
Education & Experience
Required
* Enrollment in an accredited bachelor's degree program as a rising Sophomore, Junior, or Senior pursuing a degree in finance, accounting or other related business degree
* Must be legally authorized to work in the United States without the need for employment sponsorship, now or at any time in the future
* Strong academic track record (GPA of 3.0 or above)
* Able to work 40 hours per week on a hybrid schedule at our Minneapolis corporate office
Below is the starting salary range for this position, although offers may differ based on the candidate's location, job-specific knowledge, skills and experience.
$23.00 / HR
Auto-ApplyFinancial Analyst
Finance associate job in Duluth, MN
Join Team Goodwill! Immediate openings and competitive pay & benefits. Apply today!
Financial Analyst
$50,000-60,000/year
If you have skills and passion for data-driven analysis and a desire to make a difference, you've come to the right place. We're dedicated to providing training, jobs, and support services for individuals facing barriers to employment, helping them achieve greater independence. In this role, you will be responsible for collecting, analyzing, and interpreting financial data to create forecasts, reports, and financial models that guide business decisions.
Duties and Responsibilities
Responsible for updates and problem-solving of the Mission Services Division software databases and the Retail Division sales database.
Interpret data, analyze results, and provide ongoing reports and dashboards.
Work with internal teams to research and evaluate business opportunities.
Contribute to process improvement projects.
Work with administrative access to the key accounting, retail, and grant management systems to monitor and maintain data integrity, developing custom reports as necessary.
Assist with annual budget templates creation, distribution, and data upload.
Assist in streamlining the billing and reporting systems through automation and intelligent analytics.
Coordinate with Mission Services Management to ensure that data processes meet funding, regulatory, and best practice requirements.
Responsible for reporting monthly metrics to Goodwill Industries International.
Immediately report any wrongdoing, unethical or improper conduct, fraud, fiscal mismanagement, or misappropriation of funds.
Work in a collaborative cross-functional team environment and assist with any other tasks, such as labor productivity, incentive calculation, e-commerce revenue forecasting, expense analysis, cost-benefit analysis, vendor contracts for savings opportunities, digitize paperwork, etc.
Perform work activities in conformance to Goodwill's values statement: Trust, Respect, Understanding, and Excellence.
All other duties as assigned
Required Skills and Competencies
Strong analytical problem-solving skills.
Proficient in documentation and reporting.
Proficiency in financial software including Microsoft Excel and Power BI Pro.
Strong attention to detail
Excellent communication and presentation skills.
Strong interpersonal skills.
Education and Experience
Bachelor's degree in Finance, Business Administration, Data Analytics, Information Technology, or related field or equivalent experience.
Some experience with Retail POS systems or automated reporting tools is preferred.
Willing to travel occasionally to organizational locations as part of work assignments.
Auto-ApplyCollege Financial Representative, Internship Program
Finance associate job in Golden Valley, MN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyFinance Intern
Finance associate job in Neenah, WI
Menasha Corporation Employees, please log-in to your Workday account to apply for positions. ABOUT US (AND OUR EXCITING FUTURE) Menasha Corporation is all about possibilities. Our two businesses, Menasha Packaging and ORBIS Corporation, are leaders in their industries, providing corrugated and plastic packaging products and related services to major global companies.
Our employees make the difference, proving that great ideas, collaboration and quality turn possibilities into success. Working at Menasha Corporation means that your insights provide cutting-edge solutions for our customers. If you like to make things happen and are passionate about what you do, you're going to want to be here.
Join us and become part of the power behind possible.
About The Opportunity
Menasha Corporation is seeking a motivated Finance Intern to join our team for Summer 2026. This internship offers a hands-on introduction to core financial processes and business operations. Interns will gain exposure to strategic initiatives and cross-functional financial departments, while receiving mentorship from professionals on the Costing Team. As part of our structured Intern Program, you'll also participate in networking, skill-building, and professional development activities.
Finance Intern (Summer 2026)
Position Summary
Menasha Corporation is seeking a motivated Finance Intern to join our team for Summer 2026. This internship offers a hands-on introduction to core financial processes and business operations. Interns will gain exposure to strategic initiatives and cross-functional financial departments, while receiving mentorship from professionals on the Costing Team. As part of our structured Intern Program, you'll also participate in networking, skill-building, and professional development activities.
Essential to this Position
As a Finance Intern, you will support the Finance Organization through a variety of projects and learning opportunities, including:
Areas of Learning/Responsibilities
* Generating and validating reports for your assigned business segment
* Assisting in the creation of daily and weekly business metric dashboards
* Analyzing financial data, identifying trends, and communicating insights
* Participating in regular financial team meetings
* Contributing to additional projects based on evolving business needs
Qualifications
We're looking for candidates who demonstrate strong analytical thinking and a desire to grow professionally:
* Currently pursuing a bachelor's degree in Finance, Accounting, or a related field
* Junior or Senior standing preferred, or completion of core finance/accounting coursework
* Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
* Excellent communication and interpersonal skills
* Strong organizational, problem-solving, and data analysis capabilities
* Interest in working in a collaborative office environment
Two companies, one vision.
Menasha Corporation consists of two companies that are leading the way to a sustainable future with packaging and supply chain solutions. Founded in 1849 and headquartered in Neenah, Wisconsin, we employ over 7,500 employees in 112 facilities in North America and Europe.
Our companies are leading corrugated and plastic packaging manufacturers and supply chain solution providers. Our Menasha Packaging Company is the largest independent provider of packaging and supply chain service solutions in North America, designing, printing, and fulfilling graphic packaging, display and merchandising solutions for over 1,800 brands, both in-store and online.
Our ORBIS business believes there is a better way to optimize today's supply chains, with reusable packaging products and services. Reusable containers, pallets, dunnage, bulk systems and metal racks improve the flow product all along the supply chain to reduce costs, enhance profitability and add sustainability.
Our products and services are used by global, name-brand companies in the food, beverage, health and beauty, over-the-counter pharmaceutical, industrial, automotive, and electronics industries.
Come build an exciting, rewarding career with us, where you'll have opportunities to grow.
The possibilities are endless. The power is yours!
Menasha Corporation and its subsidiaries and affiliates are equal opportunity employers. All qualified applicants will be provided with equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status, or genetic information.
Auto-ApplyFinance Intern
Finance associate job in Minneapolis, MN
We're not your average airline. We're agile, resilient, and full of unique opportunity. Here, you can grow as part of an ambitious team that safely and collectively supports each other, our travelers, and our community. Together, we're making travel more attainable.
With more than 40 years of Minnesota roots, we're a unique hybrid low-cost carrier offering diverse services including scheduled flights to destinations across the U.S., Canada, Central America, and the Caribbean, as well as charter and cargo operations around the world. At Sun Country, you'll be part of a growing airline and an enthusiastic team focused on connecting our community with their favorite people and places.
Finance Intern Overview:
Our 10-week internship program provides aspiring professionals with the opportunity to take flight in their careers by providing a dynamic and immersive experience that goes beyond traditional learning. We believe in nurturing talent, fostering creativity, and empowering individuals to develop their skills. Our interns receive hands-on experience, mentorship, a collaborative environment, career coaching, professional development, and networking opportunities.
As an intern, you will make an impact on the company by contributing to hands-on projects and critical business needs. You will own a project from start to finish with a goal to make a real business impact on Sun Country's operations. Upon successful completion of the summer internship program, you may be considered for employment opportunities within Sun Country.
The Summer 2026 Internship Program dates are June 2, 2026 - August 13, 2026.
Essential Roles and Responsibilities:
As a Finance intern, you will:
* Support ongoing and ad-hoc analysis, including but not limited to monthly cash/capital forecasting and reporting requirements, flight profitability reporting, and operations/labor analysis
* Support monthly and annual reporting cycles, including variance analysis and forecasting
* Conduct research on financial trends and provide insights to support strategic planning
* Collaborate with cross-functional teams to ensure accurate and timely financial data
* Develop strategic analyses and reports using analytic systems such as Microsoft Excel and Adaptive that support monthly and annual departmental goals for financial reporting
* Assist with enhancements in financial reporting tools and building reports using Office Connect
* Build automated analytical processes and improving control tools
* Present analysis to senior leadership, communicating financial results and process improvement initiatives
* Maintain confidentiality and integrity of financial information in accordance with company policies
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Qualifications:
* Must be currently enrolled as a part-time or full-time student at a college (at time of application)
* Pursing a degree in Finance, Accounting, Economics, Business, or a related field
* Preferred graduation date in 2026 or 2027
* Strong analytical and quantitative skills
* Proficient in Microsoft Office - Outlook, Excel, Word, PowerPoint
* Must be authorized to work in the U.S.
* Qualified candidates must pass a criminal history background check
* Able to complete the full 10-week internship program (June-August 2026)
Preferred Qualifications:
* On- or off-campus leadership experience
* Effective interpersonal, verbal and written communication skills
* Proven project coordination skills with the ability to juggle multiple projects and establish priorities
* High degree of organization, self-motivation and creative thinking
* Ability to learn new systems quickly
* Experience with financial software
* Prior internship or project experience in finance or accounting
Compensation:
$20.00 USD per hour. This is the base compensation hiring range for this role.
Classification:
Full-time, Non-exempt
Work Location:
This position is open onsite in Minneapolis, MN.
Supervisory Responsibility:
None
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
AAP/EEO Statement:
It is the policy of Sun Country Airlines to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.
#LI-GK1
Private Client Banker- Shakopee - Shakopee, MN
Finance associate job in Shakopee, MN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinance Intern
Finance associate job in Minneapolis, MN
About Sun Country Airlines
We're not your average airline. We're agile, resilient, and full of unique opportunity. Here, you can grow as part of an ambitious team that safely and collectively supports each other, our travelers, and our community. Together, we're making travel more attainable.
With more than 40 years of Minnesota roots, we're a unique hybrid low-cost carrier offering diverse services including scheduled flights to destinations across the U.S., Canada, Central America, and the Caribbean, as well as charter and cargo operations around the world. At Sun Country, you'll be part of a growing airline and an enthusiastic team focused on connecting our community with their favorite people and places.
Finance Intern Overview:
Our 10-week internship program provides aspiring professionals with the opportunity to take flight in their careers by providing a dynamic and immersive experience that goes beyond traditional learning. We believe in nurturing talent, fostering creativity, and empowering individuals to develop their skills. Our interns receive hands-on experience, mentorship, a collaborative environment, career coaching, professional development, and networking opportunities.
As an intern, you will make an impact on the company by contributing to hands-on projects and critical business needs. You will own a project from start to finish with a goal to make a real business impact on Sun Country's operations. Upon successful completion of the summer internship program, you may be considered for employment opportunities within Sun Country.
The Summer 2026 Internship Program dates are June 2, 2026 - August 13, 2026.
Essential Roles and Responsibilities:
As a Finance intern, you will:
Support ongoing and ad-hoc analysis, including but not limited to monthly cash/capital forecasting and reporting requirements, flight profitability reporting, and operations/labor analysis
Support monthly and annual reporting cycles, including variance analysis and forecasting
Conduct research on financial trends and provide insights to support strategic planning
Collaborate with cross-functional teams to ensure accurate and timely financial data
Develop strategic analyses and reports using analytic systems such as Microsoft Excel and Adaptive that support monthly and annual departmental goals for financial reporting
Assist with enhancements in financial reporting tools and building reports using Office Connect
Build automated analytical processes and improving control tools
Present analysis to senior leadership, communicating financial results and process improvement initiatives
Maintain confidentiality and integrity of financial information in accordance with company policies
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Qualifications:
Must be currently enrolled as a part-time or full-time student at a college (at time of application)
Pursing a degree in Finance, Accounting, Economics, Business, or a related field
Preferred graduation date in 2026 or 2027
Strong analytical and quantitative skills
Proficient in Microsoft Office - Outlook, Excel, Word, PowerPoint
Must be authorized to work in the U.S.
Qualified candidates must pass a criminal history background check
Able to complete the full 10-week internship program (June-August 2026)
Preferred Qualifications:
On- or off-campus leadership experience
Effective interpersonal, verbal and written communication skills
Proven project coordination skills with the ability to juggle multiple projects and establish priorities
High degree of organization, self-motivation and creative thinking
Ability to learn new systems quickly
Experience with financial software
Prior internship or project experience in finance or accounting
Compensation:
$20.00 USD per hour. This is the base compensation hiring range for this role.
Classification:
Full-time, Non-exempt
Work Location:
This position is open onsite in Minneapolis, MN.
Supervisory Responsibility:
None
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
AAP/EEO Statement:
It is the policy of Sun Country Airlines to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.
#LI-GK1
College Financial Representative, Internship Program
Finance associate job in Mankato, MN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyFinancial Services Marketing Communications Intern
Finance associate job in Waterford, WI
Job Family for Posting: Marketing Apply now * Apply Now * Start applying with LinkedIn Start Please wait... About Us Innovation. Sustainability. Productivity. This is how we are Breaking New Ground in our mission to sustainably advance the noble work of farmers and builders everywhere. With a growing global population and increased demands on resources, our products are instrumental to feeding and sheltering the world.
From developing products that run on alternative power to productivity-enhancing precision tech, we are delivering solutions that benefit people - and they are possible thanks to people like you. If the opportunity to build your skills as part of a collaborative, global team excites you, you're in the right place.
Grow a Career. Build a Future!
Be part of this company at the forefront of agriculture and construction, that passionately innovates to drive customer efficiency and success. And we know innovation can't happen without collaboration. So, everything we do at CNH Industrial is about reaching new heights as one team, always delivering for the good of our customers.
Intern Program Overview
We are committed to building a strong talent pipeline by investing in early career professionals. Our internship and co-op programs provide mentorship, training, hands-on experience, and growth opportunities that empower students to explore their career paths with confidence. Through competitive wages, networking events, social and volunteer activities, professional development workshops, and housing support, we strive to deliver one of the best internship experiences-designed to develop and inspire the talent of tomorrow. Interns will work full-time hours during the summer.
Job Purpose
Join our Capital Marketing Communications team and gain hands-on experience supporting a wide range of projects that drive our business forward. As an intern, you'll assist with internal, dealer, and customer communications, contribute to marketing campaigns for our financial products (loan, lease, insurance, and Productivity Plus line of credit), and collaborate with our brand and parts business partners.
This position will be part of the North American Capital team that handles internal communications, dealer communications, finance-centric brand marketing integration and financial product marketing on behalf of Capital. You can expect stimulating projects that will be meaningful and helpful to the company and your team!
Key Responsibilities
In addition to day-to-day responsibilities, you'll take ownership of a major project to complete by the end of your internship. Past interns have led impactful initiatives such as:
* Designing a breakout workshop for the WI State FFA Convention
* Redesigning the Financial Services section of the company website
* Helping launch an internal social media platform
* Coordinating a Dealer Open House Kit project
* Supporting the rollout of an employee recognition program and D&I initiatives
* Creating a communications style guide
This is a unique opportunity to develop your skills, make meaningful contributions, and leave a lasting impact on the team.
Preferred Qualifications
Candidates must be pursuing (at minimum) a Bachelor's degree in one of the following majors or related field: Marketing, Communications, AgriBusiness, AgriMarketing, Sales, Business, Financial Services, Journalism
Pay Transparency
The annual salary for this role is USD $18.75 - $25.50 plus any applicable bonus (Actual salaries will vary and will be based on various factors, such as skill, experience and qualification for the role.)
What We Offer
We offer dynamic career opportunities across an international landscape. As an equal opportunity employer, we are committed to delivering value for all our employees and fostering a culture of respect.
At CNH, we understand that the best solutions come from the diverse experiences and skills of our people. Here, you will be empowered to grow your career, to follow your passion, and help build a better future.
Apply now
* Apply Now
* Start applying with LinkedIn
Start
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Private Client Banker- Shakopee - Shakopee, MN
Finance associate job in Shakopee, MN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
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
**Base Pay/Salary**
Shakopee,MN $22.50 - $30.29 / hour
College Financial Representative, Internship Program
Finance associate job in Minneapolis, MN
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
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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
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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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.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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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.
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