NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$84k-155k yearly est. Easy Apply 60d+ ago
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Corporate, M&A, Capital Markets and Finance Associate
5 Legal
Finance associate job in Cleveland, OH
Job Description
A full-service corporate law firm seeks high-qualified associates to join their Cleveland office.
Ideal candidates will have 1-3 years of corporate, capital markets, and finance transactional and counseling experience to join our Cleveland office. The ideal candidate will have experience in a wide variety of transactions, including one or more of the following areas: mergers and acquisitions and private equity transactions, representing borrowers and lenders in commercial financings or counselling clients with respect to securities reporting requirements, corporate governance matters and public and private offerings. Qualified candidates must possess excellent academic credentials and strong writing/drafting skills.
$39k-71k yearly est. 17d ago
Financial Analyst II
Creative Financial Staffing 4.6
Finance associate job in Independence, OH
Job Title: Financial Analyst II
Schedule: Monday - Friday
Salary: $94,000-107,000 depending on experience
Benefits: Competitive benefits, bonus, hybrid flexibility
Why This Opportunity Stands Out
(Financial Analyst II):
Take ownership of impactful reporting and analysis that directly supports executive decision-making
Financial Analyst II
Join a data-driven organization that values insights and empowers analysts to influence strategy
Collaborate cross-functionally with operations, accounting, and leadership teams
Be part of a high-performing, growth-focused finance team with mentorship and career pathing
Gain exposure to advanced analytics tools, financial modeling, and process improvement initiatives
Financial Analyst II
Key Responsibilities
(Financial Analyst II)
:
Prepare and analyze financial reports, forecasts, and budgets to support strategic planning and performance monitoring
Deliver insights on financial trends, variances, and key business drivers to internal stakeholders
Support special projects and initiatives through financial modeling, scenario planning, and data analysis
Financial Analyst II
Qualifications
(Financial Analyst II):
2-3 years of progressive financial analysis experience, ideally with exposure to Oracle/Hyperion or similar ERP systems
Strong Excel and analytical modeling skills; experience with Essbase or BI tools a plus
Bachelor's degree in Finance or Accounting (CPA/CMA pursuit encouraged, not required)
#CFStaffing #Financialanalyst #Finance #LI-Hybrid
$94k-107k yearly 13h ago
Financial Sales Representative
Atlas Navigators
Finance associate job in Akron, OH
ATLAS CPAs & Advisors and ATLAS Certified Payroll, located in the Akron/N. Canton, Ohio area, are part of the ATLAS family - Advisors That Listen And Serve. Recognized as a Top 50 National Client Advisory Firm for 2025, we help individuals and businesses achieve financial clarity and long-term success through accounting, payroll, tax, and advisory services.
We believe in creating value for our clients, our people, and our communities through relationships built on trust, collaboration, and integrity.
OVERVIEW
The Financial Sales Representative plays a key role in driving new business and expanding client relationships across ATLAS' service lines. This position focuses on developing qualified leads, nurturing relationships, and promoting our full range of financial and advisory solutions - including accounting, payroll, bookkeeping, investment advisory, insurance, and other client advisory services.
The ideal candidate is relationship-driven, business-minded, and passionate about helping clients succeed. They will represent ATLAS with professionalism and purpose, connecting entrepreneurs and business owners to the resources that help them reach their goals.
KEY RESPONSIBILITIES
Identify and develop new business opportunities through referrals, networking, and proactive outreach.
Build and maintain a qualified sales pipeline across target markets, including small businesses, independent contractors, startups, and established organizations.
Conduct discovery meetings to understand client needs and recommend appropriate ATLAS service solutions.
Communicate the firm's offerings clearly and effectively, including accounting, payroll, tax, and advisory services.
Collaborate with accounting and payroll teams to ensure seamless client onboarding, including document coordination through PandaDoc.
Manage and track all sales activity within HubSpot CRM, maintaining accurate records and providing updates to leadership.
Represent ATLAS at community events, business expos, and networking groups to build brand presence and strengthen client connections.
Partner with marketing on outreach campaigns, events, and educational workshops to attract and engage prospective clients.
KNOWLEDGE, SKILLS, AND ABILITIES
Proven experience in B2B sales, business development, or client acquisition - ideally within professional or financial services.
Excellent communication, presentation, and relationship-building skills.
General understanding of accounting, payroll, or bookkeeping concepts.
Strong organizational and time management abilities with attention to detail.
Self-motivated, results-oriented, and comfortable working both independently and collaboratively.
Proficiency with Microsoft Office Suite and familiarity with professional networking platforms such as LinkedIn.
Experience with CRM tools (preferably HubSpot) and digital document systems such as PandaDoc.
Experience selling financial, payroll, or business advisory services.
Familiarity with software such as QuickBooks, SwipeClock, or other accounting/payroll platforms.
Knowledge of the Akron/Cleveland small business community.
EDUCATION AND EXPERIENCE
AA or Bachelor's Degree preferred
2-4 years of professional experience in a similar role is preferred.
BENEFITS
Medical, Dental, and Vision
GAP Benefits
Supplemental Benefits
Life and AD&D Insurance
Short- & Long-Term Disability Plans
401k with Company Matching
Bonus Structure
Flexible PTO with sick time
Incentive Program
Development Program
Company Wellness Program
APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.
WORKING CONDITIONS
Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.
EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.
#LI-Onsite
Texting Privacy Policy and Information:
Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
Message frequency will vary depending on the application process.
Msg & data rates may apply.
OPT out at any time by texting "Stop".
$55k-79k yearly est. Auto-Apply 60d+ ago
Financial Analyst, Investment Banking
Marshberry 4.0
Finance associate job in Woodmere, OH
MarshBerry is growing! We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.
We are seeking a Financial Analyst to join our team. The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Financial Advisory Team.
Responsibilities:
• Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
• Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations.
• Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously.
• Develops client relationships by maintaining positive rapport with clients during projects.
• Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards.
• Support new business generation through reactive methods to introduce our products and services.
• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Any other special projects, tasks or duties as assigned.
Selection Criteria
Education & Experience:
• Bachelor's Degree in Business, Finance or Accounting. Master's Degree is a plus.
• Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar
database.
Other:
• Strong analytical and problem solving skills; techniques to identify and resolve issues
in a timely manner.
• Strong communication skills; both written and verbal with demonstrated creativity
with regard to work.
• Exceptional organization skills; using systematic methods to perform work and
creativity to recommend or create new work methods or procedures.
• Ability to multi-task; able to complete simultaneous projects and responsibilities with
extreme attention to detail according to required timelines and deadlines.
• Ability to work extended hours as needed. Some travel will be required.
Base salary target for CA: $75,000 - $90,000
Base salary target for NY: $85,000 - $100,000
Working at MarshBerry
Who We Are:
MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.
What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:
• Crain's Best Employers in Ohio
• The Nation's Best and Brightest in Wellness
• North Coast 99
• Top Work Places - The Plain Dealer
• Weatherhead 100
• West Michigan's Best and Brightest Companies to Work for
To learn more about MarshBerry, visit *******************
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
$85k-100k yearly 60d+ ago
Private Client Banker - Cleveland East Market - Solon, OH
Jpmorgan Chase & Co 4.8
Finance associate job in Solon, OH
JobID: 210694710 JobSchedule: Full time JobShift: : 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: **************************************************************************
$32k-73k yearly est. Auto-Apply 17d ago
Finance & Investment Management Summer Intern
Crosscountry Mortgage 4.1
Finance associate job in Cleveland, OH
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Finance & Investment Management Summer Intern participates in an immersive eight‑week rotational internship with CrossCountry Mortgage, gaining hands‑on experience across Portfolio Risk Management, Transaction Management, Secondary Marketing, and Finance/Treasury. The Intern rotates through two four‑week assignments on different teams, contributes to meaningful project work, and delivers a final presentation to organizational leadership. The internship offers opportunities in both Finance and Investment Management.
Job Responsibilities:
Participate in a structured orientation and team training.
Complete a four‑week assignment with one team, followed by a rotation to a second team for the final four weeks.
Contribute to team projects such as risk assessments and simulations, transaction‑lifecycle activities, market analysis, secondary‑market operations, financial reporting, and analysis of financial statements or scenarios.
Collaborate with team members to develop a final project and present findings to leadership.
Attend weekly check-ins with team leaders and mentorship sessions.
Participate in networking events and cross-team workshops.
Qualifications and Skills:
Pursuing a bachelor's or master's degree in Finance, Economics, Business, Data Analytics, or a related field.
Interest in financial services and operational functions.
Familiarity with data analysis tools such as SQL, Python, or Tableau, preferred.
Excellent analytical skills and attention to detail.
Skilled in clear communication and effective collaboration in team environments.
Commitment to the designated schedule for the eight‑week program period.
Proficient in Microsoft Excel.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$32k-38k yearly est. Auto-Apply 5d ago
Private Client Banker - Wadsworth - Wadsworth, OH
JPMC
Finance associate job in Wadsworth, OH
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: **************************************************************************
$27k-58k yearly est. Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in Cleveland, OH
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 17d ago
Banking Specialist
Payroll4Construction
Finance associate job in Strongsville, OH
What is great about working for Foundation?
Plenty! We have a fun, casual, yet hard-working culture that invests in our employees, promotes creativity, and delivers on our reputation. Would you like to work for a company that offers manicures and pedicures in the office? We do! How about massages, house cleaning, laundry service, monthly car washes, catered lunches Wednesdays and a monthly happy hour - we offer all this and more!
At Foundation we believe in and promote a work-life balance with a top-notch workout facility, fitness classes and free personal training; and for those competitive types, a game room complete with table tennis, foosball, and video game systems. Also, some comforts of home, there is a full kitchen, free coffee and specialty flavors, soft drinks, and snacks.
Position Summary
We are seeking a detail-oriented and reliable Banking Specialist to provide exceptional customer service and support our payroll operations by managing financial transactions, handling ACH and wire transfers, reconciling accounts, and ensuring the secure and timely movement of funds between clients, employees, and financial institutions.
Essential Functions and Responsibilities
Respond to client inquiries received via phone, or email, addressing issues, answering questions, or providing assistance with banking transactions.
Monitor bank accounts for receipt of client funds.
Communicate with bank associates and clients to ensure timely receipt of outstanding funds.
Bank account error or returned transaction notifications and reconciliations.
Process client bank account change or update requests.
End of Day banking processes.
Collaborate with payroll, tax, and finance teams to ensure timely and accurate processing.
Maintain expertise in software, business funding rules, and relevant industry factors.
Adhere to all department and company standard operating procedures.
Project a professional and positive image as a company representative by providing thorough assistance to associates, clients, and third parties.
Perform other duties as assigned.
Required Skills and Experience
Proven ability to provide top-level support to customers and associates.
Basic math skills: accounting skills are a plus.
Familiarity with banking industry processes, procedures, and financial transactions including ACH and Wire Transfer.
Ability to work in a fast pace and deadline driven industry.
Superior organizational skills, comfortable multitasking and working both independently and effectively as a team member.
High degree of accuracy and attention to detail.
Excellent communication and critical thinking skills.
Working knowledge of Microsoft Office and Windows-based applications.
FOUNDATION , MasterTax, and Salesforce or other CRM software knowledge is a plus.
Prior customer service, call center, or related banking industry experience preferred.
Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental.
Now offering discounts on pet, home, and auto insurance through Liberty Mutual!
Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 20-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S.
Let us start your future at Foundation!
Foundation Software is an Equal Opportunity Employer.
$29k-48k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Joseph Merk-State Farm Agent
Finance associate job in Elyria, OH
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Paid time off
Training & development
Competitive salary
Opportunity for advancement
ROLE DESCRIPTION:
As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
1+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 63 licenses preferred.
$27k-46k yearly est. 7d ago
Finance & Accounting Intern
Sotera Health Company
Finance associate job in Broadview Heights, OH
Sotera Health's Corporate Internship program's goal is to provide an engaging environment for our interns to launch their career in the corporate landscape and encourage them to achieve their goals and develop their skills. As an Intern, you'll have the opportunity to get involved in meaningful projects and take part in "real-work" experience in your field. You'll have the opportunity to network with industry leaders and meet and build lasting relationships with peers. Our interns work 40 hours a week during a 10-week summer program and are based out of headquarters in Broadview Heights, Ohio.
The Finance and Accounting Intern(s) will be responsible in assisting with various projects within our Finance and Accounting departments. Our interns will have the opportunity to gain experiences across various functions, including General Accounting, Treasury, Payroll, Internal Audit, Tax, Financial Planning & Analysis, and/or Accounts Payable, etc.
* Participate in special projects as assigned
* Perform tasks as assigned with attention to detail across functional areas within the Finance and Accounting departments
* Contribute to team discussions, including asking questions, around planning, execution, and conclusions reached on the assigned tasks
* Participate in any internship trainings / lunch & learns to better understand our business
EDUCATION:
* Currently pursuing an undergraduate degree in Accounting or Finance
* Junior or senior level undergraduate status
EXPERIENCE AND SKILLS:
* Willing to learn, dependable, and would work well in a team environment.
* Microsoft Office Skills (Excel, Word, Power Point)
* Ability to work in a fast-paced environment
* Strong verbal and written communication skills
* Ability to adjust to a flexible, hybrid work environment
$28k-40k yearly est. Auto-Apply 13d ago
Finance & Accounting Intern
Sotera Health
Finance associate job in Broadview Heights, OH
Sotera Health's Corporate Internship program's goal is to provide an engaging environment for our interns to launch their career in the corporate landscape and encourage them to achieve their goals and develop their skills. As an Intern, you'll have the opportunity to get involved in meaningful projects and take part in “real-work” experience in your field. You'll have the opportunity to network with industry leaders and meet and build lasting relationships with peers. Our interns work 40 hours a week during a 10-week summer program and are based out of headquarters in Broadview Heights, Ohio.
The Finance and Accounting Intern(s) will be responsible in assisting with various projects within our Finance and Accounting departments. Our interns will have the opportunity to gain experiences across various functions, including General Accounting, Treasury, Payroll, Internal Audit, Tax, Financial Planning & Analysis, and/or Accounts Payable, etc.
EDUCATION:
Currently pursuing an undergraduate degree in Accounting or Finance
Junior or senior level undergraduate status
EXPERIENCE AND SKILLS:
Willing to learn, dependable, and would work well in a team environment.
Microsoft Office Skills (Excel, Word, Power Point)
Ability to work in a fast-paced environment
Strong verbal and written communication skills
Ability to adjust to a flexible, hybrid work environment
Participate in special projects as assigned
Perform tasks as assigned with attention to detail across functional areas within the Finance and Accounting departments
Contribute to team discussions, including asking questions, around planning, execution, and conclusions reached on the assigned tasks
Participate in any internship trainings / lunch & learns to better understand our business
$28k-40k yearly est. Auto-Apply 14d ago
Private Banker
Cfbank 3.7
Finance associate job in Fairlawn, OH
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role:
While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service.
What you'll do:
* Develop business and generate meaningful growth through inside and outside sales.
* Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients.
* Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed.
* Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements.
* Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements.
* Help to ensure branch compliance, assisting with internal and external audits as needed.
* Comply with internal security policies and procedures and maintain customer confidentiality at all times.
* Adhere to all regulations, policies, and record-keeping requirements.
Desired Qualifications:
* High school diploma or general educational degree (GED) with some banking/finance experience or education preferred.
* Strong prior experience in product knowledge and cross-selling performance expected with position
* Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements
* Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed.
* Proficient computer skills are required and the ability to learn various Banking Software programs.
* Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
* Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing
* Must have excellent organizational skills and the ability to multi-task and to be flexible.
What We Offer:
* Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
* Professional development opportunities including educational/training opportunities
* "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
* Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
* Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
* One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
$23k-27k yearly est. 28d ago
Financial Analyst - Treasurers Office
North Olmsted City Schools 4.0
Finance associate job in North Olmsted, OH
Treasurers office/Treasurers office
Date Available: TBD
Closing Date:
when filled
POSITION: Financial Analyst
8 hours per day - 260 days per year
Experience:
Accounting or business-related field
Governmental accounting (A/P, payroll, receivables)
Online and cloud-based software systems
Skills and Knowledge:
Strong accounting, finance, and numerical skills
Excellent organizational, verbal, and written communication skills
Detail-oriented with the ability to meet deadlines
Skilled at multitasking and managing priorities
Self-motivated; able to follow complex directions and work independently
Supportive, team-oriented, and positive attitude
Experience with accounts payable, receivable, invoicing, and/or payroll
Eager to learn and cross-train in other Treasurer's Office areas
Technical Requirements:
Proficient in Microsoft Office (especially Excel) and Google Workspace
Preferred: State Software (Redesign) or other school finance programs
Meets mandated health requirements
Clear criminal record
Able to use all required technology tools
SALARY: Exempt salary schedule, competitive and commensurate with experience and background.
All applicants must apply online through the North Olmsted City Schools website.
Scott Moore
Associate Superintendent - Human Resources
26669 Butternut Ridge Road
North Olmsted, Ohio 44070
Phone: ************
Fax: ************
North Olmsted City Schools offers equal employment and educational opportunities to all qualified individuals, regardless of sex, race, color, religion, national origin, age or disability or protected class status.
Any individual who believes they have been discriminated against or harassed on the basis of sex, race, color, religion, national origin, age or disability is encouraged to file a complaint with the North Olmsted
City Schools Compliance Officer.
$59k-73k yearly est. 60d+ ago
Financial Analyst
Creative Financial Staffing 4.6
Finance associate job in Akron, OH
Job title: Financial Analyst Schedule: Monday-Friday Salary: $80,000 - $90,000 base (depending on experience)
Why This Opportunity Stands Out:
True work-life balance: The team operates in a collaborative environment that encourages accountability and autonomy
Mentorship: You'll be supported by a manager who invests in their team, with built-in time for training and development
Career growth: Whether you want to grow into FP&A, reporting, or even leadership, you'll have a clear path - and real chances to get there
High-impact work: Partner with decision-makers, make real contributions, and see your insights in action across the business
Key Responsibilities (Financial Analyst):
Analyze and interpret financial data to guide business decisions
Prepare monthly, quarterly, and annual financial reports
Support budgeting, forecasting, and variance analysis
Collaborate cross-functionally to monitor key financial metrics
Assist leadership with financial modeling and ad hoc analysis
Qualifications (Financial Analyst):
3+ years in a financial analyst or similar role
Bachelor's in Finance, Accounting, or related field
Proficient with Excel (pivot tables, VLOOKUPs) and financial reporting
#CFStaffing #Financial #Analyst #Careergrowth
JobID: 210702927 JobSchedule: Full time JobShift: : 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: **************************************************************************
$32k-72k yearly est. Auto-Apply 6d ago
Private Client Banker - Akron Square - Akron, OH
JPMC
Finance associate job in Akron, OH
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: **************************************************************************
$27k-58k yearly est. Auto-Apply 60d+ ago
Private Banker
Cfbank 3.7
Finance associate job in Fairlawn, OH
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role:
While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front-line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service.
What you'll do:
Develop business and generate meaningful growth through inside and outside sales.
Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients.
Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed.
Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements.
Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements.
Help to ensure branch compliance, assisting with internal and external audits as needed.
Comply with internal security policies and procedures and maintain customer confidentiality at all times.
Adhere to all regulations, policies, and record-keeping requirements.
Desired Qualifications:
High school diploma or general educational degree (GED) with some banking/finance experience or education preferred.
Strong prior experience in product knowledge and cross-selling performance expected with position
Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements
Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed.
Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing
Must have excellent organizational skills and the ability to multi-task and to be flexible.
What We Offer:
Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
Professional development opportunities including educational/training opportunities
“Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
$23k-27k yearly est. 16d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Beachwood, OH
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
How much does a finance associate earn in Elyria, OH?
The average finance associate in Elyria, OH earns between $29,000 and $93,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.