Private Client Financial Advisor - Williamsville, NY
Citizens 2.9
Finance internship job in Williamsville, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 1d ago
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Finance Internship (Summer 2026)
MacLean-Fogg 4.3
Finance internship job in Buffalo, NY
MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success.
Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level)
Program Overview
Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain:
Hands-on experience in financial analysis, reporting, and business operations.
Mentorship and guidance from experienced industry leaders.
A professional network across functions and facilities.
Career-ready technical and professional skills.
When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered.
What You'll Do
As a Finance Intern, you will:
Assist with financial planning, budgeting, and forecasting activities.
Support monthly and quarterly reporting by preparing data and analysis.
Conduct variance analysis to compare actuals against forecasts.
Partner with business units to understand financial drivers and performance.
Complete a capstone intern project and present results to leadership.
Qualifications
We're seeking motivated students who are ready to learn, grow, and contribute:
Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field).
Minimum 3.0 cumulative GPA (on a 4.0 scale).
Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus.
Strong analytical, problem-solving, and communication skills.
Collaborative mindset with a willingness to take initiative.
Ability to work on-site at one of our locations for the duration of the program.
Compensation & Benefits
Competitive hourly pay.
Skill development through hands-on learning.
Structured mentorship and feedback.
Networking opportunities with peers and professionals.
Experience presenting to leadership at program completion.
$18-25 hourly 60d+ ago
Finance Associate
Nance Staffing
Finance internship job in Buffalo, NY
Experience:
2 to 6 years in commercial finance transactions.
Responsibilities:
Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions.
Advise on and handle term loans, letters of credit, acquisition financing.
Manage documentation and negotiations for equipment leasing and finance agreements.
Facilitate cross-border transactions involving secured and unsecured credit facilities.
Requirements:
Juris Doctor (J.D.) from an accredited law school.
Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients.
Excellent written and verbal communication skills.
Strong academic credentials.
Salary: $124,000 to $158,000
A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.
$124k-158k yearly 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Williamsville, NY
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$137k-250k yearly Auto-Apply 19d ago
Investment Banking Associate
Alantra Solar Energy Advisors
Finance internship job in Boston, NY
Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East.
In Financial Advisory, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams.
In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 31 December 2024, assets under management from consolidated and strategic businesses stood at more than €16.5bn.
Job Description:
Overview
ALANTRA is seeking to hire an Investment Banking Associate to help support it's Industrials M&A and capital raising advisory business. The position will be located onsite in New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra's U.S. Managing Directors and Partners.
Associates are given substantial responsibility and are highly productive in helping grow the business. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm's success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting.
Responsibilities
Develop and author pitch materials
Prepare client presentations and deal documents, including but not limited to teasers, confidential information memoranda, and management presentations
Conduct extensive financial and valuation analyses
Build advanced financial models that help establish suitable capital structures, financial covenants, and sensitivity to key variables
Produce comprehensive industry and company-specific research
Develop marketing strategies, conduct buyer outreach and target approach
Manage due diligence and provide transaction support
Support transaction negotiations
Participate in the recruitment, development, training, and mentoring of Analysts and junior resources
Why Alantra
Alantra offers a unique experience for Associates to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Associates will be presented with significant career growth opportunities across numerous sectors and offices.
Team-oriented and collaborative culture
Unique career development opportunities with focus on long-term growth and success
Global training programs
100% Healthcare coverage options, HRA and FSA options, dental, vision insurance
Fitness reimbursement
401k with match
Employee assistance program
Competitive salary and bonus plans
Competitive vacation and holiday plans
Pre-tax commuter benefits
Company events and international offsites
Team-wide community service initiatives
Access to global network
Requirements:
Qualifications / Requirements
3 to 5 years of relevant experience in investment banking required
Bachelor's degree required; MBA preferred. Focus in business, finance, accounting or similar preferred.
Strong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients' needs
Solid finance/accounting knowledge; ability to analyze and value businesses
Experience in reviewing analysts' work models, valuations, and training; mentoring and pitch presentations
Sound judgment, particularly in valuation matters; strong analytic skills, specifically DCF's and LBO's, and the ability to talk through previous deals comprehensively
Exceptional interpersonal and presentation skills
Outstanding written and oral communication skills
Excellent analytical, creative, and strategic thinking skills
Team player mentality combined with the ability to work independently
Strong organization skills with ability to multi-task and prioritize deliverables
Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint
FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment
Location: New York, NY
Start Date: Immediate
Base compensation band: $130,000 (Min) - $180,000 (Max). This role is also eligible for an annual bonus in addition to the base salary. Actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.
Alantra is an equal opportunity employer.
$130k-180k yearly Auto-Apply 60d+ ago
Data Intern
Child and Family Services 4.5
Finance internship job in Cheektowaga, NY
The Data Intern will work closely with the Data Analyst to support a variety of data-related projects and daily operations. This role is ideal for a college student seeking hands-on experience in data analytics, business intelligence, and organizational reporting.
Intern Activities:
Assist with data gathering, cleaning, and transformation for reporting and dashboard development.
Support the creation and maintenance of dashboards, logic models, and scorecards.
Help document data flows, relationships, and processes (e.g., ER diagrams, data dictionaries).
Participate in data validation and quality assurance activities.
Aid in preparing reports for program evaluation, strategic planning, and committee participation.
Contribute to the organization and review of program data needs across multiple systems (e.g., EHRs, BI platforms, Odoo, FAMs).
Support the implementation of artificial intelligence initiatives and learning groups as directed.
Assist with documentation and communication of data findings for various audiences.
Attend relevant meetings and work groups as needed.
Minimum Requirements
Current enrollment in a Bachelor's or Master's program in Data Science, Computer Science, Information Systems, or a related field.
Foundational knowledge of data modeling, data gathering, and data cleansing.
Proficiency in Microsoft Excel and basic SQL.
Familiarity with dashboarding tools (e.g., Power BI, Tableau, Sisense).
Strong analytical and problem-solving skills.
Ability to work independently and collaboratively.
Good written and oral communication skills.
Interest in data analytics and its impact on organizational outcomes.
Internship Details
Supervision and mentorship provided by the Data Analyst will occur on a bi-weekly basis. Supervision meetings will be scheduled to provide guidance, review progress, answer questions, and support professional development. Additional check-ins or support sessions can be arranged as needed to ensure the intern's learning goals are met.
Opportunity to participate in team meetings, training, and collaborative projects.
C+FS offers a wide variety of programs. As the Data Intern, you will have the opportunity to learn more about how non-profit agencies support communities and make a positive impact.
Flexible schedule to accommodate academic commitments.
Onsite or remote options may be available.
Students should be local to the WNY area.
This is an unpaid internship.
$26k-34k yearly est. 32d ago
Tax Intern - Summer 2027 - Destination CPA
PwC 4.8
Finance internship job in Buffalo, NY
**Specialty/Competency:** Industry Tax Practice **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 100% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Driven by curiosity, you are a reliable, contributing member of a team. In our fast-paced environment, you will have the chance to work on a variety of assignments, each presenting varying challenges and scope. Every experience is an opportunity to learn and grow. You are encouraged to ask questions, take initiative, and produce quality work that adds value for our clients and contributes to our team's success. During your time at the Firm, you start to establish your personal brand, paving the way to more opportunities.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Apply a learning mindset and take ownership for your own development.
+ Appreciate diverse perspectives, needs, and feelings of others.
+ Adopt habits to sustain high performance and develop your potential.
+ Actively listen, ask questions to check understanding, and clearly express ideas.
+ Seek, reflect, act on, and give feedback.
+ Gather information from a range of sources to analyse facts and discern patterns.
+ Commit to understanding how the business works and building commercial awareness.
+ Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements.
The Opportunity
As a Tax Intern, you will immerse yourself in the dynamic world of tax compliance, gaining hands-on experience in preparing tax documents, conducting tax research, and supporting client engagements. This role offers a unique chance to develop your skills in accounting practices and financial statement analysis, while working alongside professionals who will guide you through the intricacies of tax services. As an Intern, you will support teams by participating in projects, focusing on learning and gaining exposure to PwC's methodologies. You will perform basic tasks and conduct research, observing professional work environments and contributing to the team's success.
You will be encouraged to ask questions, take initiative, and produce quality work that adds value for clients and contributes to the team's success. With a focus on developing your personal brand, you will have the chance to work on a variety of assignments, each presenting unique challenges and scope. This role is a stepping stone to more opportunities, paving the way for a rewarding career in tax services.
Responsibilities
- Supporting tax compliance processes by assisting in the preparation and filing of tax documents
- Participating in corporate tax planning activities to optimize tax positions for clients
- Conducting tax research to provide accurate and up-to-date information on tax laws and regulations
- Drafting tax documents necessary for filing, including income statements and tax returns
- Monitoring and analyzing financial trends to identify opportunities for improving margins and profitability
- Assisting in regulatory compliance consulting by advising on policies and procedures to meet current requirements
- Engaging in project management tasks to achieve project goals within specified timeframes
- Collaborating with teams to conduct financial audits and reviews, ensuring adherence to accounting principles
- Analyzing financial statement data to assess the health and performance of businesses
- Preparing tax documents by analyzing paperwork to identify potential deductions or liabilities
- Supporting client interactions by actively listening and communicating effectively to address their needs
- Learning and applying accounting practices to maintain accurate financial records and reports
- Observing and participating in professional work environments to gain exposure to PwC practices
- Contributing to team success by performing basic tasks and conducting research as needed
What You Must Have
- Currently pursuing or have completed a Bachelor's degree in Accounting
- Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment.
- At least a 3.0 overall GPA
- Client service intern positions are entry-level roles intended for job seekers who are in their third year of a four-year degree program or fourth year of a five-year program at the time of application. Winter internships typically occur during the spring semester preceding the student's final year of school. Summer internships typically take place during the summer preceding the student's final year of school.
What Sets You Apart
- Preference for a 3.3 overall GPA
- Demonstrating enthusiasm for learning and gaining exposure to tax practices
- Supporting teams with basic tasks in tax compliance and preparation
- Participating in projects related to corporate tax planning and regulatory compliance
- Observing and applying accounting practices in a professional environment
- Developing skills in drafting and preparing tax documents
- Excelling in communication and active listening within team settings
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: ***************************************
The salary range for this position is: $29.25 - $48.00. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.
$29.3-48 hourly 60d+ ago
Principal Financial Advisory Consultant
Worley 4.1
Finance internship job in York, NY
Qualifications / Skill Set
Experience
More than 15 years' experience in financial advisory, investment banking, or consulting, with deep expertise in areas such as mergers and acquisitions, debt financing, lender technical advisory, or ESG-linked financing.
Proven track record as a senior business developer, consistently generating more than US$5 million in annual advisory revenue.
Established senior-level network across private equity, investment banks, and institutional investors, with strong connectivity in the New York City and metro area market.
Experience in a senior role within a top-tier consulting firm, investment bank, or specialist advisory firm.
Sector experience across energy, infrastructure, resources, or industrial markets; exposure to energy transition and infrastructure financing is strongly preferred.
Education and Professional Credentials
Bachelor's degree in finance, accounting, engineering, or a related discipline.
MBA or equivalent postgraduate qualification preferred.
Professional certifications such as CFA or CPA are a plus.
Core Skills and Capabilities
Strong commercial judgment with the ability to integrate financial, technical, and risk considerations.
Clear, confident communicator, experienced in engaging and influencing senior stakeholders.
Proven ability to lead cross-functional, multicultural teams and deliver results in complex environments.
Highly developed analytical and strategic problem-solving skills.
Personal Attributes
Recognized as a trusted advisor within the investment and lender community.
Motivated by building long-term client relationships, teams, and advisory capability.
Willingness to travel as required to support clients and make transactions across key financial hubs.
Alignment with Worley's purpose of delivering a more sustainable world, with a practical, evidence-based approach to sustainability and energy transition.
#LI-NM4
Moving forward together
We're committed to building a diverse, inclusive and respectful workplace where everyone feels they belong, can bring themselves, and are heard. We provide equal employment opportunities to all qualified applicants and employees without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by law.
We want our people to be energized and empowered to drive sustainable impact. So, our focus is on a values-inspired culture that unlocks brilliance through belonging, connection and innovation.
And we're not just talking about it; we're doing it. We're reskilling our people, leveraging transferable skills, and supporting the transition of our workforce to become experts in today's low carbon energy infrastructure and technology.
Whatever your ambition, there's a path for you here. And there's no barrier to your potential career success. Join us to broaden your horizons, explore diverse opportunities, and be part of delivering sustainable change.
Worley Consulting - the consulting arm of Worley. Be part of the solution.
Worley Consulting, the consulting arm of Worley, is a global leader in delivering innovative solutions for the energy transition, infrastructure, and resource sectors. We partner with private equity firms, investment banks, and institutional investors to deliver projects and create value over the life of assets-bridging today's energy needs while accelerating the shift toward more sustainable solutions.
Principal Financial Advisory Consultant
New York City and Metro Area
Purpose of the Role
As a Principal Financial Advisory Consultant, you will play a senior leadership role in growing Worley Consulting's financial advisory and lender technical advisory capability across the New York investment market. Working closely with private equity firms, investment banks, and institutional investors, you will help shape and deliver technically robust, commercially grounded advice across energy transition, infrastructure, and resources investments.
This role combines revenue generation, senior client advisory, and practice leadership. You will help build long-term client relationships, originate and lead complex engagements, and contribute to the continued growth and reputation of Worley Consulting in one of the world's most influential financial markets.
Key Responsibilities
Revenue Generation and Market Development\: Secure $5M+ in annual consulting revenue by leveraging deep relationships with C-suite executives in PE firms, banks, and institutional investors.
Strategic Client Leadership\: Build and maintain trusted, C-level relationships, translating client strategies into actionable advisory projects aligned with Equator Principles, IFC Performance Standards, or ESG frameworks.
Practice Leadership\: Drive the growth of Worley Consulting's Financial Advisory practice, shaping strategy, acquiring top talent, and building a high-performing team. Represent Worley Consulting at industry events like PEI Forums, ACG New York, or Energy Capital Conferences.
Project Excellence\: Lead complex engagements, ensuring exceptional quality, cost efficiency, and client satisfaction. Develop winning proposals, budgets, and execution plans for multi-million-dollar advisory projects.
Thought Leadership\: Enhance Worley Consulting's brand through speaking engagements, publishing in outlets like Institutional Investor, and contributing to industry white papers.
Innovation\: Pioneer tools, methodologies, and analytics to advance Worley Consulting's technical and economic modeling, positioning the firm as a leader in lender advisory services.
Sustainability & Safety\: Embed Worley's zero-harm vision into all activities, aligning client solutions with net-zero and sustainability goals.
$84k-119k yearly est. Auto-Apply 5d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance internship job in Cheektowaga, NY
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 40d ago
Financial Advisor
M&T Bank 4.7
Finance internship job in Buffalo, NY
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client's best interest in mind.
**Primary Responsibilities:**
+ -Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios, to meet their needs and with their best interests in mind; offer an array of products and services best suited to meet those needs; sell and close these independently. Profile customers and deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions in a moderately complex level of suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer.
+ -Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary.
+ -Utilize COIs (Centers of Influence) to offer a diversified set of solutions and full scope of investment products and services to meet the best interest of clients and within regulatory requirements.
+ -Increase assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
+ -Provide services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
+ -Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ensure quality investment and insurance referrals.
+ -Meet or exceed established sales goals for assigned Market, while meeting individual client needs and complying with pertinent policies and regulations.
+ -Maintain customer appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of all products to meet or exceed expectations.
+ -Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
+ -Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs
+ -Deliver a high-quality customer service experience during each customer interaction through a complete understanding of sales process, policies, and licensing requirements to contribute to the attraction, retention, and expansion of client relationships.
+ -Ensure accuracy in completing required paperwork to comply with standard procedures, regulatory requirements, and firm policies.
+ -Serve as a primary PIC (Supervisor/Person-in-Charge) to lead and manage customer relationships to bring the full spectrum of investment and insurance solutions to each client based on their individualized needs.
+ -Regularly review customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering) and KYC (Know
+ Your customer) requirements to protect Bank interests. Address issues of non-compliance by requesting additional information from the client and updating the remediation tool in the appropriate system.
+ -Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
+ -Promote an environment that supports belonging and reflects the M&T Bank brand.
+ -Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ -Complete other related duties as assigned.
**Scope of Responsibilities:**
Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory and insurance services and is not a separate legal entity.
+ This position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in investible assets.
+ This position spends most of the time growing the business through proactive efforts driven first from an individualized analysis of each customer's needs, and then recommending the products best suited to meet those individualized needs.
+ As such, the position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in managing client complaints and preventable losses.
+ Assigned to a Wealth office and/or Commercial Banking office, critical partnerships include the wealth team, the commercial lending team as well as centers of influence and existing clients.
This position delivers individualized needs-based investment and insurance solutions to clients, primarily in the mass affluent segment of less than $3mm in investible assets. This position spends most of the time growing the business through proactive efforts driven first from an individualized analysis of each customer's needs, and then recommending the products best suited to meet those individualized needs. As such, the position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in managing client complaints and preventable losses.
**Education and Experience Required:**
Combined minimum of 6 years' higher education and/or work experience, including a minimum of 4 years' investment or insurance sales experience
FINRA Series 7, 63 and 65 or 66 licenses
Pertinent state Life/Variable Insurance (LAH) licenses
**Education and Experience Preferred:**
Previous trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience
CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$85k-146k yearly est. 6d ago
Financial Advisor
The Perillo Group
Finance internship job in Williamsville, NY
We are seeking a dedicated and knowledgeable Financial Advisor to join our team in the Buffalo area. As a Financial Advisor, you will be responsible for providing financial guidance to clients, helping them make informed decisions about their money and financial future.
Key Responsibilities:
Assessing clients' financial situations and goals
Developing personalized financial plans
Providing advice on investments, taxes, retirement planning, and insurance
Monitoring and adjusting clients' financial plans as needed
Building and maintaining client relationships
Qualifications:
Proven work experience as a Financial Advisor or similar role
Strong knowledge of financial planning strategies and products
Excellent communication and interpersonal skills
Ability to explain complex information clearly and simply
Bachelor's degree in Finance, Business, Economics or related field (preferred)
Certification such as CFP (Certified Financial Planner) is a plus
If you are passionate about helping others achieve their financial goals and possess the required qualifications, we would love to hear from you. Apply now to be a part of our dynamic team as a Financial Advisor.
$78k-142k yearly est. 7d ago
Plant Finance Analyst - USAC
3M Companies 4.6
Finance internship job in Tonawanda, NY
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Plant Financial Analyst for the United States and Canada (USAC), you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
* Serving as the financial business partner for CBG plants
* Supporting plant and business teams through annual operating plan, monthly forecasting, and review processes
* Influencing strategies, priorities, and resource allocation decisions for the business
* Collaborating with cross-functional business team members to assess the impact, prioritize, and implement initiatives to help the organization meet its financial and operational goals
* Ensuring compliance with 3M's Global Financial Standards
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
* Bachelor's degree or higher in Finance or Accounting (completed and verified prior to start).
Additional qualifications that could help you succeed even further in this role include:
* Three (3) years of finance and accounting experience in a private, public, government, or military environment
* Excellent influencing, written, and verbal communication skills
* Experience leading others and contributing on cross-functional teams
* Excellent organizational skills
Work location: This role follows on-site workijng model, requireing the employee to work at least four days a week at the 3M Center in Maplewood, MN, Hutchinson, MN, Tonawanda, NY; Cynthiana, KY; and Perth, Canada
Travel: May include up to 10% domestic
Relocation Assistance: Not Authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting
Applicable to US Applicants Only: The expected compensation range for this position is $96,558.00 - $118,014.60, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
$96.6k-118k yearly Auto-Apply 30d ago
Financial Analyst, Department of Medicine
University of Buffalo 4.4
Finance internship job in Buffalo, NY
Fiscal Year 2025-2026 Position Title Financial Analyst, Department of Medicine Classification Title Senior Staff Assistant Department Medicine Posting Number P250192 Posting Link ********************************************* Employer State Position Type Professional Appointment Term Term Salary Grade SL3
Posting Detail Information
Position Summary
In this role, you will be an integral member of the Office of the Chair in the Department of Medicine, collaborating to conduct data analysis, reporting, reconciliation, financial transaction processing, and budgeting. The opportunity uniquely exposes you to the academic medical center environment and learning across finance, revenue cycle, research grants, and clinical quality and operations. The ideal candidate will practice strategic thinking, creativity, and attention to detail, enjoy working in a highly collaborative setting, adapt easily to changing tasks, and operate comfortably with a degree of autonomy in their work.
Responsibilities include:
* Analyze appropriate funding sources and availability of funds for purchase and expenses.
* Manage funds and process documentation to allocate distributions for payroll.
* Collaborate to assist with the annual budgeting process.
* Review and approve expenditures against the approved budget.
* Create financial reports. Reconcile monthly financial statements and identify trends in financial and research data.
* Prepare multifaceted data analysis for finance, revenue cycle, and productivity metrics at the provider and center level. Adapt analysis to end users.
* Present analysis to center leadership.
* Respond to routine and complex financial inquiries
* Provide financial information for research projects; maintain dashboards, reports and other data sets.
Learn more:
* Our benefits, where we prioritize your well-being and success to enhance every aspect of your life.
* Being a part of the University at Buffalo community.
University at Buffalo is an affirmative action/equal opportunity employer and, in keeping with our commitment, welcomes all to apply including veterans and individuals with disabilities.
Minimum Qualifications
* Bachelor's and 2 years of experience
Preferred Qualifications
* 5 or more years of related experience
* Financial or data analysis experience in a healthcare or research setting.
* Familiarity with utilizing Microsoft Excel to build reports, analyze, and visualize data from a variety of data sources. Power BI.
Physical Demands Salary Range $57,151 - $60,000 Additional Salary Information Job Type Full-Time Campus As Assigned Posting Alerts Special Instructions Summary Additional Information Is a background check required for this posting? No Background Check Notification
Contact Information
Contact's Name Ariel Burden Contact's Pronouns Contact's Title Staff Assistant Contact's Email ******************** Contact's Phone ************
Posting Dates
Posted 08/19/2025 Deadline for Internal Applicants 09/02/2025 Deadline for External Applicants Open Until Filled Date to be filled
References
Number of References Required 3 Reference Cutoff Date Instructions to Applicant
$57.2k-60k yearly 19d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Finance internship job in Buffalo, NY
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
$74k-119k yearly est. 43d ago
Financial Advisor
The Vermont Agency
Finance internship job in Buffalo, NY
Job Description
Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Compensation:
$75,000+ at plan with benefits
Responsibilities:
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
Qualifications:
A Bachelor's degree in business administration, finance, or a related field is required
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
Strong interest in financial planning and investment management
Excellent interpersonal and communication skills
Sales experience or customer service background
Willing to study and obtain a Life Insurance license
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired
A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$75k yearly 28d ago
Private Client Financial Advisor - Williamsville, NY
Citizens Financial Group, Inc. 4.3
Finance internship job in Williamsville, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
* Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
* Enhance and preserve relationships with key partners to boost client introductions and engagement.
* Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
* Grow existing relationships through partnership referrals.
* Tailor wealth management planning to meet client needs.
* Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
* Series 7, 63, 65 (or 66) active and valid.
* A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
* A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
* Demonstrated track record in new business development and client book management.
* Proven experience in a team-oriented consumer bank setting.
* Familiarity with servicing high-net-worth individuals.
* Comfortable operating in a dynamic, entrepreneurial environment.
* Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Work Schedule
* Hours per Week: 40
* Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friendly Employer
The Banker's
US Bank of the Year
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
$74k-115k yearly est. Auto-Apply 24d ago
Financial Analyst
Provision People
Finance internship job in Buffalo, NY
Our award-winning client is seeking a Financial Analyst to join their team.Our client is looking for a talented Financial Analyst to join our dynamic team. In this role, you'll be a key player in optimizing IT spending, ensuring financial resources are aligned with strategic goals, and identifying cost-saving opportunities.
You'll leverage your analytical skills to manage budgets, analyze financial data, and make informed recommendations.
Responsibilities:
Partnering with IT and business leaders to create and manage IT budgets, ensuring financial resources are aligned with strategic goals.
Analyzing IT expenditures, identifying spending trends and variances, and providing valuable insights into the financial performance of IT initiatives.
Identifying opportunities to save costs and improve efficiency within the IT department, including analyzing vendor contracts and proposing cost-effective solutions.
Tracking IT software licenses, managing contract lifecycles, and assisting in negotiating contracts and pricing with IT vendors.
Required Qualifications:
A bachelor's degree in business, finance, accounting, MIS, or a related field.
4+ years of experience in a similar role.
Strong analytical and problem-solving skills with a passion for data.
Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and concisely.
The ability to work independently in a dynamic environment and prioritize effectively.
Bonus points if you have:
Experience with financial modeling and data analysis tools.
A strong customer service focus and a proactive approach.
Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions.
**Job Duties**
1. Extracts and compiles information from large data sets from various systems to identify and analyze outliers.
2. Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers.
3. Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes.
4. Implements and uses analytics software and systems to support department goals.
5. Tracks trends related to various feeds, with focus on membership, revenue, and commissions.
6. Identify any deficiencies within the process, strategize and design improvements where possible.
**Job Qualifications**
**REQUIRED EDUCATION:**
Associate's degree or equivalent combination of education and experience
**REQUIRED EXPERIENCE:**
+ 1-3 years related experience
+ Proficiency in MS SQL queries and database development.
+ Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots).
+ Intermediate proficiency with complex SQL queries, and stored procedures.
+ Strong critical thinking and attention to detail.
+ Ability to effectively communicate with technical and non-technical stakeholders.
+ Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines
**PREFERRED EDUCATION:**
Bachelor's degree or equivalent combination of education and experience
**PREFERRED EXPERIENCE:**
2 - 4 years related experience
**PHYSICAL DEMANDS:**
Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Pay Range: $80,168 - $128,519 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
$80.2k-128.5k yearly 38d ago
Finance Analyst
Artech Information System 4.8
Finance internship job in Buffalo, NY
Artech is the #1 ranked IT Staffing Company in the US owned my woman (MWBE), according to Staffing Industry Analysts' 2016 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost.
Job Description
Title: Finance Analyst - L3
Location: Buffalo, NY
Duration: Minimum 12 Months
Client: Largest Pharmaceutical company in the USA.
Decision support and simplification:
• Provide expert advice to customer groups by proactively identifying opportunities and raising challenges to meet business objectives and mitigate risks
• Create nonstandard financial analysis and present trends
• Provide financial analysis as requested
• Work with Shared Management Accounting Services to ensure successful month end processes and reporting
• Support Sr. Finance Partner in development and implementation of standard costing model for annual standard cost setting of products to commercial, and generation of standard costs for NPI products
• Provide analytical support on an as needed basis to strategic activities such as business development (Value Engineering improvements), business evaluation proposals etc.
• Execute post-acquisition integration activities (e.g., GPS savings tracking, capital cost- savings project tracking)
Financial management and governance:
• Manage financial management activities for Oak Hill site in support of delivering business strategies and maintaining strong financial governance
• Accountable for risk identification and management for strong financial governance
• Review management accounts (actual, forecasts, budgets) to assist senior embedded business finance support in signing off on income statement and balance sheet
• Develop close working relationships with functional departments to ensure good financial understanding, control and identification of cost saving opportunities
• Assist in the management of corporate approvals (e.g., compliance with corporate development and ABAC requirements)
Qualifications
Influence and relationship building:
• Assist in the management of financial activities / issues for external business partnerships (e.g., third-party supplier, outsourcing partner, etc.)
• Educate customer groups on financial aspects of business decisions and resource allocations.
Professional qualification (e.g., CPA, MBA, Financial Accounting or Business degree)
Business / Accounting
Qualification:
• Experience working in business / functional unit
• Experience working in commercial P&L environment
• Demonstrated business skills executed with integrity and independent judgment
• Ability to effectively use negotiation and conflict resolution skills
• Experience working with client groups with ability to influence and challenge stakeholders at various levels
• Understanding of underlying business drivers
• Proficient financial knowledge of modeling, analysis, evaluation, and forecasting
• Experience working in cross-functional teams and across a matrixed environment
• Good interpersonal skills demonstrated by creation of a network of key partners within Finance and the business and the ability to bridge communications gap between finance and non-finance
• Understanding of systems and processes as they affect the financial results (JDE, Prism, DCS, etc.)
• Excellent computer skills including Excel, Word, PowerPoint
Additional Information
If you have any questions releated to this Job feel free to reach me @ ************
Best Regards
Pramod Galande:)
$61k-85k yearly est. 60d+ ago
Logistics Financial Specialist
Lactalis 4.4
Finance internship job in Buffalo, NY
Requirements
From your STORY to ours
Qualified applicants will contribute the following:
Education & Experience
· Bachelor's degree is required.
· A major in Finance, Supply Chain, or Accounting is preferred.
· 2+ years of relevant experience is preferred.
Skills / Abilities / Specialized Knowledge
· Knowledge of Freight/Logistics Financials is required.
· Understanding of Freight Invoicing and Payables are required.
BEHAVIORAL COMPETENCIES
Ambition
· Performance: Challenging yourself and others in order to work efficiently and to deliver required business results.
· Continuous Improvement: Looking for ways to continuously improve quality, efficiency/effectiveness of the Group performance.
· People Development: Identify areas for developing oneself and the others.
Engagement
· Entrepreneurship: Manage the business as if it were theirs.
· Loyalty: Support positively and protect the Company.
· Tenacity: Overcome the obstacles.
Accountability
· Stand by one's commitment,
· Deliver the results in a transparent manner
With Simplicity
· Accessibility: Ensure relationships based on accessibility, modesty, and
· proximity.
· Pragmatism: Work in a practical and effective manner (with common sense).
· Transparency: Act and communicate with clarity and transparency.
LEADERSHIP COMPETENCIES
Care
· We create a safe and trusting working environment.
· We foster a culture of listening and mutual feedback.
· We unlock potential and enable people to play to their strengths.
· We take responsibility for our impact on the environment and our stakeholders.
Share
· We work and win as a team.
· We respect local cultures and are open to new ideas and ways of working.
· We share our learnings and best practices across the group.
· We are proud Lactalis ambassadors, any time, any place.
Dare
· We take initiatives and learn from experience.
· We challenge the status quo and ensure continuous improvement.
· We lead innovation by being curious, flexible and open-minded.
· We act as intrapreneurs.
Inspire
· We live our vision and our values in an authentic way.
· We lead by example.
· We walk the talk.
· We live our passion and motivation to strive for more and better.
Physical demands
The Physical Demands described here are representative of those that must be met by an employee to successfully
perform the Essential Duties and Responsibilities of this job.
Office: While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard. This is largely a sedentary role sitting at a computer for an extended period; However, this would require the ability to move around within an office environment and bend or stand as necessary and to move about inside the office to access file cabinets, office machinery, etc. Regularly communicates with others both verbally and in writing to convey information. Air travel required when active participation in meetings outside the office are deemed necessary.
WORK ENVIRONMENT
The Work Environment characteristics described here are representative of those an employee encounters
while performing the Essential Functions and Responsibilities of this job.
Office: This job operates in a professional office environment with moderate noise and distractions in an open office environment. This role routinely uses standard office equipment such as computers, phones, copiers, and fax machines. This job requires interaction with others on a regularly basis.
At Lactalis, we offer a comprehensive Total Rewards Program with a variety of affordable benefits and coverage options. We support insurance costs significantly, contribute generously to retirement plans, and offer Paid Time Off from day one. We are committed to your professional growth, providing training and development opportunities, including Education Reimbursement. Join us and grow your career.
Salary Description $65,000.00-$75,000.00
How much does a finance internship earn in Amherst, NY?
The average finance internship in Amherst, NY earns between $30,000 and $58,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.