Are you seeking a challenging intern experience in a dynamic organization and employee-centered culture? Are you interested in working for a growing financial institution where your performance may be recognized? Would you like to join a company that is dedicated to making a noteworthy impact in our community? If you answered "yes" to one or more of these questions, do not miss an opportunity to consider joining our team at FHLB Cincinnati.
General Summary:
FHLB Cincinnati is looking for an Enterprise Risk Analyst Intern to join our team. The Enterprise Risk Analyst Intern provides financial, economic, and risk management analyses utilizing financial modeling software programs, advanced Excel tools, and other sophisticated reporting programs in support of the FHLB's financial and credit risk management.
Principal Duties and Responsibilities:
Researches, develops, and implements analyses and projects related to all aspects of risk analysis, assessment, and reporting, with primary focus on model and credit risk.
Assists in the evaluation, development, implementation and maintenance of new or enhanced processes and reports.
Performs other routine office duties and special projects as assigned by management.
Qualifications:
Knowledge at a level normally acquired through completion of a Bachelor's Degree in business with coursework in finance, accounting, and economics. One year in a Master's Degree program in Economics, Applied Mathematics, Statistics, or Business Administration with concentration in finance, economics, or quantitative analysis is desirable.
Proficiency in use of personal computer, including advanced skills utilizing Excel. Proficiency with business intelligence software (e.g., Tableau) and/or statistical software (e.g., R, Stata, Python) is preferred.
Exposure to the financial services industry and financial modeling practices and systems is preferred.
Familiarity with general risk management, internal audit, and/or compliance practices is preferred.
Understanding of relevant Generally Accepted Accounting Principles, especially those related to financial institutions, mortgage securities, and derivatives.
High degree of initiative and independence to produce effective and timely work, including development of the position's responsibilities.
Effective verbal and written communication skills including interpersonal skills necessary in order to interact effectively with internal contacts.
Working Conditions:
Normal hybrid office environment with flexibility.
Apply NowShare Save Job
$53k-73k yearly est. 5d ago
Looking for a job?
Let Zippia find it for you.
Financial Analyst
Russell Tobin 4.1
Finance internship job in Columbus, OH
💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time)
🎯 Perfect for Recent Grads!
Are you a recent graduate with less than 1 year of experience or financeinternships? This is your foot in the door to the finance industry!
⚠️ Contract Position - 3 months duration
📋 What You'll Do:
Review and approve money movement transactions 💸
Provide world-class customer service 🌟
Work with Morgan Stanley branch associates
Apply risk policies to prevent fraud 🔒
Stay current on SEC/FINRA compliance rules 📚
🎓 What We're Looking For:
Recent college graduates or equivalent experience
Basic experience with Microsoft Suite 💻
Strong communication and interpersonal skills 🗣️
Attention to detail and organizational skills 📊
Ability to learn new systems quickly ⚡
🌟 Why This Role?
Fast-paced, high-quality work environment
Team collaboration with critical thinking
Exposure to compliance and risk management
Technology and project experience
Excellent entry point into finance career!
💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨
$44k-63k yearly est. 4d ago
Financial Analyst
Vaco By Highspring
Finance internship job in Cincinnati, OH
Overview (Hybrid In Cincinnati - 2-3 Days onsite per week)
The Financial Analyst supports financial planning, forecasting, and analytical efforts to help drive informed business decisions. This role partners with business leaders to evaluate performance, identify trends, and provide actionable financial insights that support strategic and operational initiatives.
Key Responsibilities
Analyze financial results and trends to support management decision-making
Support budgeting, forecasting, and long-range planning processes
Provide financial analysis and scenario support to evaluate alternatives and assess potential outcomes
Develop and maintain financial models to support planning and operational analysis
Partner with cross-functional teams to translate financial and operational data into actionable insights
Prepare recurring and ad-hoc management reports and presentations
Assist with special projects and analytical initiatives as needed
Preferred Experience & Background
2+ years of experience in FP&A, finance, or analytical roles
Bachelor's degree in Finance, Accounting, or a related field
Strong analytical, problem-solving, and organizational skills
Ability to clearly communicate financial insights to finance and non-finance stakeholders
Advanced Excel skills; experience with financial systems or BI tools preferred
What We Offer
Competitive salary and benefits
Opportunities for professional growth and advancement
Collaborative, supportive work environment
Strong focus on work-life balance
Back Financial Advisor - Securities Administration #31-8560 Jackson, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Jackson Main - Jackson, OH.
Market Columbus Work Hours per Week 37.5 Requirements
Bachelor's Degree preferred.
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
Knowledge of core investment products including fixed and variable annuities and mutual funds.
Must have fundamental understanding of Bank services and operations.
Market (investment) knowledge.
Experience in investment sales or related fields.
Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.
Job Description
SUMMARY:
The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management.
The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
Provide a great client experience to all clients and prospects.
Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events in support of WesBanco Securities.
Support retail and other divisions in cross referring clients for bank offered services.
Coach and train Senior and Licensed Personal Bankers and branch employees.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.
Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Jackson, Ohio, United States
$49k-82k yearly est. 5d ago
Internal Audit Intern
Munich Re 4.9
Finance internship job in Amelia, OH
Internal Audit Intern - Summer Intern
The Company
Munich Re America Services (MRAS) is a shared service organization that delivers services to all Munich Re US P&C Companies and other group entities.
We're adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients.
The Opportunity
The Internal Audit Intern will develop an appreciation of different functional units of the insurance and reinsurance industry (e.g., underwriting, claims, finance, accounting, compliance, systems and technology), benefit from exposure to a variety of senior business leaders engaged in the audit process and gain insight as to what it takes to be an Internal Auditor.Opportunities to participate on audits with experienced senior audit team members will be provided. The day-to-day activities and projects will provide the intern with an opportunity to learn about the internal audit profession and Munich Re organization. They will be able to apply what they learn in the classroom regarding Risk Management/Audit/Accounting/Business Operations and Technology to actual day-to-day operations.
The role is being offered in Hartford, CT; Princeton, NJ; or Amelia, Ohio in a hybrid working environment.
The hired intern is expected to work 40 hours per week during the summer and 10 - 15 hours per week during the fall and spring semesters (remote and/or hybrid).
Responsibilities:
Perform as a member of the audit team under supervision of the Senior Auditor, and provide support in conducting audits, advisories, and internal control projects
Participate in audit planning to gain an understanding of the audited area
Perform audit testing and prepare workpapers to support the testing performed and conclusions reached in accordance with appropriate professional and department standards
Assist in providing audit status update meetings to stakeholders and work with the Senior Auditor to draft the audit report
Assist on special projects during the course of internship
Job Requirements:
Preferred Majors: Accounting, Finance, Information Systems, Risk Management and Insurance
Grade Level: rising Senior undergraduate (2027 graduate)
Verbal and written communication skills
Accuracy and attention to detail
Ability to work on own initiative
Excellent interpersonal skills
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)
Experience with data analytics and tools a plus
Minimum 3.0 GPA
The base range for this internship will be $21.00 -$22.00 per hour. The hourly estimate displayed represents the typical salary range for candidates hired in this position in Princeton, NJ and Hartford, CT. Factors that may be used to determine your actual rate will include your specific skills, how many years of experience you have and comparison to other employees already in this role.
At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Apply Now Save job
$21-22 hourly 2d ago
Financial Analyst Intern - Investments
Brookfield Residential Properties 4.8
Finance internship job in Cleveland, OH
Business At Brookfield Residential, a leading North American land developer and homebuilder for over 65 years, we have had one goal in mind - creating the best places to call home. From the development of award-winning, master-planned communities to the creation of well-designed homes, we are committed to cultivating exceptional life experiences for our customers, partners, employees, and members of the community.
As part of Brookfield - one of the largest alternative asset managers in the world - we harness our resources to bring a fresh approach, unparalleled creativity, relentless innovation, and sound Sustainability practices to the planning, development, and management of buildings everywhere. From offices, retail spaces, and logistics facilities to multifamily residences, hospitality establishments, and mixed-use structures - we are reimagining real estate from the ground up.
If you're ready to be a part of our team, we encourage you to apply.
Job Description
Your Team
Brookfield Residential's Summer Internship Program is designed to provide students with a unique opportunity to learn, grow, and contribute to the success of our projects and operations. This internship program is open to highly motivated and driven students who are eager to explore the development and residential real estate industry, gain practical experience, and make meaningful contributions to our team. The Summer Internship Program will begin on May 25, 2026 and conclude on August 14, 2026.
Job Summary:
As a Financial Analyst Intern, you will work closely with our investment team to support the financial planning, analysis, and decision-making processes that drive our projects. This internship provides an excellent opportunity to apply your financial knowledge, develop practical skills, and gain insight into the land development industry.
Key Responsibilities:
* Financial Modeling: Assist in creating and maintaining financial models for potential and operational land development projects, including cash flow analysis and forecasting.
* Market Analysis: Conducts research on real estate market trends, property values, and economic conditions to identify and support potential market opportunities.
* Data Analysis: Analyze financial and market data to identify trends, risks, and opportunities related to project performance and investment returns.
* Investment Committee Packages: Work closely with the investments team to prepare IC presentations, and summaries for senior management and key stakeholders.
* Due Diligence: Support the evaluation of potential development sites by understanding required feasibility studies and risk assessments.
* Collaboration: Work with cross-functional teams, including project managers and legal advisors, to ensure alignment on investment objectives.
Qualifications:
* Education: Currently pursuing a bachelor's in Finance, Accounting, Economics, Real Estate, or a related field.
* Technical Skills: Proficient in Microsoft Excel, with experience in financial modeling and data analysis.
* Analytical Skills: Strong problem-solving abilities and attention to detail, with the ability to analyze complex financial data.
* Communication: Excellent verbal and written communication skills, with the ability to present findings clearly and effectively.
* Team Player: Ability to collaborate effectively in a fast-paced, team-oriented environment.
* Interest in Real Estate: Passion for the real estate and land development industry is highly preferred.
* Ability to work 40 hours per week Monday - Friday.
* Must possess reliable transportation.
Benefits:
* Competitive compensation.
* Hands-on experience in a real-world financial environment.
* Networking opportunities with industry professionals.
* Professional development through mentorship and training.
* Potential for full-time opportunities post-graduation.
Brookfield Residential participates in the E-Verify process to confirm the eligibility of candidates to work in the United States.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
$43k-57k yearly est. Auto-Apply 4d ago
Internship - Business Owner Solutions Investment Banking (Louisville, KY Summer 2027)
Robert W. Baird & Co.Orporated 4.7
Finance internship job in Louisville, KY
About the Role:
Our Business Owner Solutions group provides M&A and transition planning services to lower middle-market and emerging companies. A Business Owner Solutions Intern plays a critical role in supporting the group's Analysts/Associates in providing merger and acquisition services for the firm's sell-side lower middle-market business clients. Learn more about our Business Owner Solutions team here.
This internship requires working full-time during the summer, 40 hours per week, Monday-Friday in our downtown Louisville, KY office. We are seeking a student who can start the end of May 2027.
The Impact You'll Make:
Analyze financial information, build financial models, conduct industry research, and create exhibits for marketing memoranda
Organize and manage multiple tasks and assignments in a fast-paced work environment
Gain hands on, real-world experience across a variety of M&A assignments
Develop your skills through broad exposure to both junior and senior team members and clients on a daily basis
Gain relevant experience alongside the junior banking team in a variety of M&A transaction areas, from preparation of pitch materials to observing the execution phase by senior team members
What You'll Bring to Baird:
Candidates with a strong academic record and an interest in Finance (Accounting, Business Economics and Finance concentration preferred but not mandatory); Targeting a graduation date of December 2027 - May 2028
A general understanding of financial statements and the valuations of public and private businesses
Superior analytical skills, financial acumen and strong written and verbal communication skills
Ability to work independently, manage priorities, and meet specific deadlines
Proficiency in MS Office Suite, particularly Word, Excel & PowerPoint
Strong attention to detail, accuracy, and reliability with a drive for continuous improvement
A strong work ethic, desire to work in a fast-paced professional environment, and the ability to learn quickly
Some experience in a business setting preferred
About Our Intern Program:
Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future.
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status
.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$62k-84k yearly est. Auto-Apply 6d ago
Fair Banking Intern
Stock Yards Bank & Trust 4.7
Finance internship job in Louisville, KY
Job Title: Fair Banking Intern FLSA Status: Non-Exempt Department: Compliance Hours of Operation: M-F 8:00-5:00 The Fair Banking Intern is responsible for assisting with analysis and assessment of data related to laws and regulatory requirements of Fair Lending, Equal Credit Opportunity Act (ECOA), Fair Housing Act (FHA) and Unfair, Deceptive, or Abusive Acts or Practices (UDAAP). This role will assist in second line of defense monitoring and oversight activities.
Organizational Duties and Responsibilities:
Supports the mission, vision, and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
Supports all functions that maintain compliance with regulatory agencies.
Essential Duties and Responsibilities:
Coordinates and improves the monitoring and reporting process, including:
Assist in analyzing loan data to identify patterns and ensure compliance with fair lending regulations
Conduct research on fair lending laws and recent enforcement actions to inform internal practices
Assist in responding to customer inquiries related to fair lending policies
Collaborate with the Compliance Department to integrate fair lending considerations into broader compliance initiatives
Monitor, ensure and maintain loan information quality and integrity to ensure regulatory compliance
Assist in identifying tracking and analyzing systematic and/or operational exceptions regarding data collection for all loans to identify patterns and ensure compliance with fair lending regulations
Support the preparation of reports on a scheduled basis for distribution to the applicable business units (including, but not limited to) for areas related to: Home Mortgage Disclosure Act (HMDA), Community Reinvestment Act (CRA), Redlining, pricing disparities, disparate impact or treatment, Branch and ATM distributions, analysis of loan distribution patterns, analysis of peer and demographic data, market penetration, and monitoring and analysis of policy exceptions
Utilize resources to stay up to date with regulatory changes related to HMDA, CRA, Fair Lending, UDAAP, ECOA, Fair Lending and Section 1071 of the Dodd Frank Act
Participate in new product development and work closely with Compliance Advisors and applicable business units in the assessment of risk associated with these products
Assist in the investigation of consumer complaints for potential Fair Lending and UDAAP elements using the Bank's complaint tracking system
Other Functions:
Assist with the communication of compliance initiatives to partners throughout the bank, including contributing to the departmental newsletter
Assist in the development and communication of regulatory policies and procedures to management for review and approval
Assist with regulatory compliance training
Maintain understanding of the bank's products, services, geographic locations, and the potential risks associated with those activities
Conduct special projects as the need arises
Assist with other compliance reviews as assigned
Perform other duties, as assigned
Working Conditions: Works in an office setting.
Minimum Job Requirements:
Education: Currently enrolled in a bachelor's degree program in Economics, Finance, Public Policy, Law or related field
Specific Skills:
Strong organizational and time management skills
Strong analytical skills and attention to detail
Ability to function in a multi-task environment
Ability to work independently
Excellent verbal and written communication skills
Ability to define problems and propose solutions
Proficiency in Microsoft Office Suite
Specialized: Ability to read, analyze and interpret government regulations, trade journals, and legal documents
What You Will Gain:
In-Depth Understanding of Fair Lending Laws: Interns will delve into laws such as the Fair Housing Act and the Equal Credit Opportunity Act, gaining a comprehensive understanding of their application in banking operations
Data Analysis Proficiency: By analyzing loan data and preparing reports related to the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA), interns will enhance their quantitative and data interpretation skills
Policy Development Experience: Assisting in the creation and updating of fair lending policies will provide interns with practical experience in policy formulation and implementation
Community Engagement Exposure: Participation in community outreach programs will allow interns to understand the bank's role in promoting fair lending practices and engage with diverse community stakeholders
Enhanced Communication Skills: Collaborating with various departments and responding to customer inquiries will help interns refine their communication abilities, essential for effective advocacy and education on fair lending issues
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Primarily sedentary work performed in an office environment
Ability to sit for extended periods of time while working at a computer
Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
Visual acuity sufficient to read computer screens, printed documents, and financial data
Occasional standing, walking, bending, or reaching
Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)
$57k-82k yearly est. 6d ago
Finance & Accounting Internship Program - Fall 2026
Medpace 4.5
Finance internship job in Cincinnati, OH
The Medpace Finance & Accounting Internship Program is a flexible, paid professional development opportunity that offers hands-on finance and accounting experience. Internships are in-person and will vary in scope by department. Our interns will:
* Have an opportunity to have a real impact on business objectives • Gain skills and meaningful work experience and targeted educational opportunities to develop as future leaders• Build experience in financial concepts, critical thinking and business acumen• Learn to clearly communicate in a financial environment• Receive mentoring, have exposure to executive leadership and participate in Medpace social and networking activities• Opportunity to potentially rotate to other Finance & Accounting departments
Positions are available in the following departments:
* Corporate Accounting
Responsibilities
* Play an integral role in valuation, analysis, and forecasting processes and assessments. Furthermore, provide analysis and explanation of significant trends and contribute to the presentation of periodic financial results to management.
* Contribute to the development and maintenance of standardized best practices pertaining to the reporting and analysis of financial results, including the design of management reporting, analytical tools and related processes.
* Integrate data from across various groups to construct an overall understanding of performance that delivers meaningful information.
* Maintain financial models and systems that drive financial budgeting and reporting process, and support enhancements to those models and systems
* Partner with various Operational and Support departments (Commercial Operations & Project Management) throughout the Organization toassess financial performance and develop forecasts and budgets.
* Participate in the preparation and presentation of internal financial reports to Senior Management and other various business end users.
* Assist with the development of departmental SOPs and/or other departmental process and procedures documents as needed.
* Provide support in special projects which will provide an opportunity to flex their finance, accounting, analytical, and business understanding to improve an existing process.
Qualifications
* Pursuing a Bachelor's Degree in Finance or Accounting• Highly organized, possess high attention to detail, deadline oriented• Excellent analytical and communication (both verbal and written) skills• A minimum cumulative GPA of 3.5• Advanced knowledge of MS Excel• Ability to establish and maintain good relationships with all levels of management• Team player with the ability to work independently with minimal supervision if needed
Medpace Overview
Medpace is a full-service clinical contract research organization (CRO). We provide Phase I-IV clinical development services to the biotechnology, pharmaceutical and medical device industries. Our mission is to accelerate the global development of safe and effective medical therapeutics through its scientific and disciplined approach. We leverage local regulatory and therapeutic expertise across all major areas including oncology, cardiology, metabolic disease, endocrinology, central nervous system, anti-viral and anti-infective. Headquartered in Cincinnati, Ohio, employing more than 5,000 people across 40+ countries.
Why Medpace?
People. Purpose. Passion. Make a Difference Tomorrow. Join Us Today.
The work we've done over the past 30+ years has positively impacted the lives of countless patients and families who face hundreds of diseases across all key therapeutic areas. The work we do today will improve the lives of people living with illness and disease in the future.
Cincinnati Perks
* Cincinnati Campus Overview
* Flexible work environment
* Competitive PTO packages, starting at 20+ days
* Competitive compensation and benefits package
* Company-sponsored employee appreciation events
* Employee health and wellness initiatives
* Community involvement with local nonprofit organizations
* Discounts on local sports games, fitness gyms and attractions
* Modern, ecofriendly campus with an on-site fitness center
* Structured career paths with opportunities for professional growth
* Discounted tuition for UC online programs
Awards
* Named a Top Workplace in 2024 by The Cincinnati Enquirer
* Recognized by Forbes as one of America's Most Successful Midsize Companies in 2021, 2022, 2023 and 2024
* Continually recognized with CRO Leadership Awards from Life Science Leader magazine based on expertise, quality, capabilities, reliability, and compatibility
What to Expect Next
A Medpace team member will review your qualifications and, if interested, you will be contacted with details for next steps.
$29k-39k yearly est. Auto-Apply 5d ago
Summer Analyst 2026
Rockbridge 4.1
Finance internship job in Columbus, OH
Summer Analyst The Summer Analyst will perform various financial analyses to support Rockbridge's team. In a hands-on, collaborative environment, the Summer Analyst must be a motivated self-starter and team player who enjoys contributing to an organization. Strong analytical skills, a passion for learning, and a drive for exceptional results are essential qualities. The Summer Analyst should be a problem-solver who enjoys challenges and varied responsibilities at a fast-growing and dynamic organization, with a proven track record of high achievement.
Key Responsibilities:
Assist in the review of potential transactions and perform financial analysis related to hotel operations, risk management, economic returns, and exit strategy for Rockbridge's investments.
Understand and analyze competitive hotel markets, particularly with respect to how Rockbridge's investments may be influenced by distinct market dynamics.
Work closely with the more senior Rockbridge team members to conduct due diligence and property inspections related to Rockbridge investments.
Organize, analyze, and assimilate due diligence information to be presented to the Rockbridge Investment Committee; prepare investment committee packages.
Support and collaborate with Rockbridge's Investment, Capital Markets, Development, Portfolio Management, and Hospitality teams.
Perform various monthly reviews of P&L and balance sheet, revenue management / group booking review, and STAR reports.
Review and understand various legal document provisions to ensure loan covenant compliance.
Monitor and process funding requests related to capital expenditures, renovation and construction projects, and coordinate with senior lenders and third-party monitoring firms.
Candidate Qualifications:
Rising junior, senior, or masters candidate
Entrepreneurial individual with a high level of intellectual capacity, curiosity, and integrity
Ability to excel in a fast-paced collaborative environment
Excellent interpersonal, organizational, and communication skills
Strong analytical ability
Attention to detail
Flexible and adept at multi-tasking in a deadline-sensitive environment
Highly motivated for success
Strong computer skills, particularly Microsoft Excel, Word, and PowerPoint
Good working knowledge of various financial statements
Industry experience in finance, real estate, hospitality, private equity, accounting, and / or capital markets considered beneficial but not essential
$55k-83k yearly est. 60d+ ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance internship job in Parkersburg, WV
**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 33d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance internship job in Parkersburg, WV
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 9d ago
Financial Analyst Intern (Summer 2026)
Total Quality Logistics, Inc. 4.0
Finance internship job in Cincinnati, OH
Country USA State Ohio City Cincinnati Descriptions & requirements About the role: This internship is designed for rising seniors who want to apply classroom knowledge to real-world business challenges. You'll work alongside experienced finance professionals, contribute to meaningful projects, and develop skills that set you apart in the competitive job market.
What's in it for you:
* Paid internship at $15/hour
* Grow your professional network and develop your skillset alongside industry experts
* Immersion into TQL's award-winning culture through meet & greets, team events and more
* Gain valuable real-world experience at a Certified Great Place to Work with 800+ lifetime workplace award wins
What you'll be doing:
* Assist in preparing monthly and quarterly financial reports for leadership
* Support budgeting and forecasting processes by analyzing historical trends and business drivers
* Help maintain and enhance financial models that guide strategic decisions
* Collaborate with cross-functional teams to gather operational and financial data
* Conduct ad-hoc analysis to support business initiatives and growth strategies
* Run and design Access and SQL queries with the training and support of your team
What you need:
* Current student graduating between May 2027 - December 2028
* Pursuing a degree in Finance, Accounting, Economics, or related field
* Strong analytical and problem-solving skills
* Proficiency in Microsoft Excel; experience with financial modeling is a plus
* Excellent attention to detail and organizational skills
* Ability to work independently and in a team environment
* Strong communication skills, both written and verbal
Where you'll be: 4289 Ivy Pointe Blvd, Cincinnati, OH 45245
Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered.
About Us
Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it.
As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck.
What's your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big.
Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status.
If you are unable to apply online due to a disability, contact recruiting at ******************
*
$15 hourly 4d ago
HFA Financial Advisor Senior - Branch
Huntington National Bank 4.4
Finance internship job in Chillicothe, OH
The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties & Responsibilities:
+ Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
+ Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
+ Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
+ Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
+ Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
+ Performs other duties as assigned.
Basic Qualifications:
+ High School Diploma
+ Minimum of 1 year of investment sales experience
+ Series 7, 63, 65/66 and Life and Health Licenses
Preferred Qualifications:
+ Bachelor's Degree
+ CFP
+ At least 2-3 years of experience in an investments area
+ Experience coaching, influencing and developing individuals in a team environment
+ Track record of exceeding expectations as well as assigned goals and targets
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$58k-91k yearly est. 60d+ ago
Principal Corporate Financial Analyst
Rainmaker Resources, LLC 3.7
Finance internship job in Cincinnati, OH
Job DescriptionPrincipal Finance Analyst- Corporate The Prinipal Finance Analyst distills technical analysis of the current financial climate and trends in financial performance into reports and recommendations for how the business operates. By gathering, analyzing, preparing and summarizing recommendations based on financial analysis, he/she will be critical in advisement of business moves such as acquisitions, operational forecasting and other financial plans. Our growth is contingent on finding new avenues to stretch; being well-informed on the financial environment allows us to measure the risk and move forward.
Making an impact isn't something reserved for people in corner offices. Here, it comes from people in every corner of the office. People with ambition, optimism and courage. We provide growth and opportunity and give employees flexibility in how they get the job done. You might not expect that from a big company, but we're smart enough to know how to hire the best and when to step aside and let them lead. Our goal is that you never stop learning and you never cease to amaze--especially yourself. If this fits your career goal, we can't wait to welcome you on board.Responsibilities
Develops, interprets and implements financial concepts for financial planning and control.
Performs technical analysis to determine present and future financial performance.
Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.
Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.
As a seasoned, experienced professional with a full understanding of area of specialization, he/she resolves a wide range of issues in creative ways.
Ability to draw on past experience and current data to influence business partners and provide insightful analytics.
Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors.
Demonstrates good judgment in selecting methods and techniques for obtaining solutions.
Networks with senior internal and external personnel in own area of expertise.
Possesses a higher level of data analysis skills and knowledge of planning & forecasting.
Ability to work in cross functional teams and work more independently.
Qualifications
Advanced degree in finance and relevant experience in planning & forecasting/budgeting required.
Requires a minimum of 8-12 years of experience and a Master's degree preferred.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their leader, subject to reasonable accommodation.
$57k-91k yearly est. 11d ago
Investment Advisory Services Intern
Valmark Financial Group 4.1
Finance internship job in Akron, OH
The Investment Operations team is seeking a motivated intern to gain hands-on experience working with industry-leading custodians such as Charles Schwab and Bank of New York Mellon/Pershing. This internship provides exposure to multiple areas of the financial services industry, including investment advising, operations, technology, and tax-related processes.
As an Investment Advisory Services Intern, you will develop practical, real-world skills while supporting critical account operations and collaborating with experienced professionals. This is an excellent opportunity for students who are passionate about finance, eager to learn, and interested in building a strong foundation for a future career in the industry.
Job Summary:
The Investment Advisory Services Intern supports our Financial Advisors and Investment Advisory Services teams by assisting with account service and maintenance requests. This role plays a key part in facilitating new account setup, money movements, account servicing, and asset transfers through our custodial partners.
Essential Functions and Responsibilities:
Process new account requests and account maintenance activities with custodians, including asset transfers and money movements
Monitor custodial reports and notifications, taking appropriate action to resolve outstanding or actionable items
Utilize multiple software platforms to manage daily workflows, including Microsoft Office, CRM systems, OnBase, MyCase, LaserApp, Schwab Advisor Center, and Pershing NetX360
Document detailed and accurate notes in CRM systems for follow-up and collaboration with team members
Perform daily follow-up on outstanding new account and investment advisory requests
Assist with special projects, including generating regulatory and compliance reports, conducting research, and updating data
Support team members with research, issue resolution, and troubleshooting
Provide backup assistance to other team members as business needs arise
Perform additional duties and projects assigned by management
Related Qualities:
Our ideal candidate has the following qualities:
Long-term career interest in the firm and financial services industry, with a desire to grow from an internship into a full-time position
Professional, clear, and effective communication skills
High level of attention to detail and organizational skills
Proactive mindset with the ability to manage responsibilities independently
Commitment to personal and professional development
Requirements:
Authorized to work in the United States without sponsorship
Currently enrolled pursuing a degree in Business Administration, Finance, or a related field
Availability to work onsite in Akron, OH:
16-24 hours per week during spring and fall semesters
25-40 hours per week during summer months
Pay: $20 per hour
Employer Address: Mount St. Joseph University 5701 Delhi Rd. Cincinnati, OH 45233 Department: Institutional General Status: Non-Exempt Supervisor Contact Information: Tiffany Stewart, Assistant Director of Recreation | ********************************* | *************
Job Location: Cincinnati Recreation Commission Finance Division, 805 Central Ave., Centennial II 8th Floor, Cincinnati, OH 45202 |
Pay: The Student Employee Pay Wage Policy can be found on my Mount
Evaluation Period: Annual performance evaluations if the student works the entire academic year. If the student works one semester, the performance evaluation will be completed after that semester
Purpose of Position: The role of Finance Department Intern provides support for all areas within the Cincinnati Recreation Commission.
Duties and Responsibilities:
* Reconciling cash receipts.
* Compare cash receipt documentation received from the Recreation Centers to what has been deposited in the bank.
* Write up cash receipts summary workpapers to reflect the appropriate accounting code to post to the general ledger.
* Input data from cash receipts summary into Excel general ledger.
* Research data in Rec Trac point of sale system and bank transaction journals.
$38k-42k yearly est. 35d ago
Financial Representative
Western & Southern Life 4.8
Finance internship job in Zanesville, OH
ZANESVILLE OH Default: Location : City ZANESVILLE The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
* Identify market(s) and develop appropriate marketing plan.
* Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
* Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
* Adequately prepare for all appointments through established processes.
* Conduct all appointments using Western & Southern Life consultative practices and processes.
* Effectively sell insurance and investment solutions.
* Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
* Market for the purposes of developing the Western & Southern Life brand at the local level.
* Proactively develop community relationships to cultivate and strengthen presence in target market(s).
* Maintain personal contact with clients to ensure their evolving financial needs are being met.
* Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
* Accurately maintain client and company records, payments, etc., in a timely manner.
* Operate an automobile during both day and night hours.
Qualifications
* High level of integrity.
* Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
* Strong interpersonal, relationship, and influence skills.
* Effective communication skills including listening, speaking and writing.
* Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
* The ability to influence others to take needed action.
* Demonstrate personal drive and resilience to achieve goals.
* Willing and able to network for new clients.
Educational Requirements
* Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
* Working knowledge of word processing and spreadsheet applications.
* Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
* Obtain and hold State Life and Health license prior to hire.
* Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands
* Access to an automobile and ability to maintain a valid driver's license.
$46k-81k yearly est. Auto-Apply 14d ago
Lead Financial Advisor - Southern Ohio
Antolino and Associates
Finance internship job in Gallipolis, OH
Job DescriptionSalary: $75k salary + bonus depending on experience
Lead Financial Advisor
We are looking for someone who wants to relocate to beautiful, rural southern Ohio and be part of a thriving small-town community. We have a solid local client base that we need help servicing. If this fits your lifestyle, you could be a big fish in a small pond with a great career path.
You will be responsible for delivering value to existing and new clients from understanding each clients unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and cash flow planning.
We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our client relationships typically have an advisor and a financial planner assigned to them. You will be the lead advisor of client relationships that the firm hands off and new relationships that are cultivated by you. You may also team up with other senior advisors as needed to service ultra-high net worth Advanced clients who require more than 1 advisor.
If you have an entrepreneurial spirit, the advisor role has a high growth potential over time.
This position is based in Gallipolis, OH. We have multiple offices and are looking to grow.
Is this position right for you?
Do you like
solving puzzles; thinking creatively
math
working in a team environment
communicating while thinking on your feet
self-improvement: getting better everyday
Are you a naturally curious person?
Are you a competitive person?
Do you enjoy deep personal relationships / care about others?
Essential Duties and Responsibilities
Current Client Relationships
Address current client needs, proactively uncover ways to deliver greater value to clients and empower their confidence to make financial decisions.
Develop and communicate financial plans and recommendations to clients
Supporting senior advisors with Advanced level clients.
Possess the analytical capacity to determine and recommend solutions in all financial planning areas in preparation for client reviews, including retirement needs, cash flow planning, investment strategies, estate/transfer solutions, tax strategies, insurance planning etc.
Develop and maintain great relationships with our clients
New Client Relationships
The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service.
You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals.
The main way you will generate new relationships is by serving our clients, creating
Raving Fans
and asking for introductions.
Education
You will be expected to pursue Financial Education or continuing education for CFP and other applicable designations. We financially support work-related education expenses.
Team Member
Work with other team members to evaluate and/or /lead new firm-wide strategic initiatives.
Actively participate in industry/community organizations.
Promote our culture of optimism and happiness for both employees and clients.
Education, Experience and Technical Qualifications
Bachelors degree minimum
5-7+ years professional experience
Problem-solving skills
Highly analytical and proficient in Microsoft Excel, Word and Outlook
Track record of establishing and maintaining successful interpersonal relationships
CFP or desire to obtain within 18 months
About Antolino & Associates
We have an A-Player culture at Antolino & Associates. We are looking for a team player who is a self-starter someone that is a problem solver not an order taker. You should be curious to learn. Our business has been around for 60+ years yet we have the mentality and energy of a start-up. Joining our team will allow you to have an immediate impact, including proposing new ideas you may have for improving our business. We have a hybrid work environment based on tenure and role.
We care deeply about our client relationships and our employees. We are a team of high achievers who believe in getting better every day. We like to live by 4 simple rules: 1. Show up on time 2. Do what you say youre going to do 3. Finish what you start 4. Say please and thank you.
Core Values
Champions
Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem
Puzzle Solvers
Happy, Healthy, Team
$75k yearly 19d ago
Community Management Intern
Walgreens 4.4
Finance internship job in Marietta, OH
Job Objectives * Learn to provide an extraordinary customer experience in retail store setting. * Completes product returns, order voids, customer refunds, cash drops to the safe, and provides change as requested to cash registers. * Models and delivers a distinctive and delightful customer experience.
Job Responsibilities/Tasks
Customer Experience
* Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience.
* Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.).
Operations
* Learn from store, pharmacy, district manager, competitors and customers/patients
* Engage in a kick-off and day of service activity
* Responsible and accountable for registering all related sales on assigned cash register, including records of scanning errors, price verifications, items not on file, price modifications, and voids.
* Assists manager or assistant store manager in reviewing order exceptions on order release day and assists in reverse logistics (e.g., 1506, returns, empty package).
* Learns to analyze inventory trends and supervises inventory management, including ordering items, keeping stock, and liquidating stock and leveraging company resources to avoid outs and overstock.
* Assists manager or assistant store manager in evaluating and developing displays, including promotional, seasonal, super structures, and sale merchandise. Completes resets and revisions.
* Engage in weekly meetings with store manager or pharmacy manager
* Responsible for basic department pricing and making daily price changes; ensures proper signage is displayed at the store to support accurate pricing of products. Ensures any additional pricing tasks related to local regulations and/or regulatory compliance programs are completed accurately and within the required time frame.
* Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance, including requesting store or system repairs as required in manager absence, or as requested by manager.
* Assists with separation of food items (e.g., raw foods from pre-cooked) and product placement as specified by policies/procedures (e.g., raw and frozen meats on bottom shelves). For consumable items, assists in stock rotation, using the first in, first out method and restock outs.
* Has working knowledge of store systems and store equipment.
* Receives exposure to the analysis of financial & performance data for the store, pharmacy and clinic and to the analysis of asset protection data and action plans to reduce loss.
* Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products).
* Work as a group to complete the Intern Team Challenge and present to area, district and store leaders
* Complies with all company policies and procedures; maintains respectful relationships with coworkers.
* Complete evaluation of internship program upon completion.
* Completes special assignments and other tasks as assigned.
Training & Personal Development
* Attends training and completes E-learnings and special assignments requested by Manager.
* Shadow district leader for the specified time
Communications
* Reports customer complaints to management.
* Assists Store Manager in planning and attending community events.
Basic Qualifications
* Should be a Student beginning or completing Senior year towards a Bachelor's degree
* Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico)
* Willingness to work flexible schedule, including evening and weekend hours.
Preferred Qualifications
* Prefer the knowledge of store inventory control.
We will consider employment of qualified applicants with arrest and conviction records.
An Equal Opportunity Employer, including disability/veterans.
This information is being provided to promote pay transparency and equal employment opportunities at Walgreens. The current salary range for this position is $17.00 per hour - $19.50 per hour. The actual hourly salary within this range that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits. If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits
How much does a finance internship earn in Athens, OH?
The average finance internship in Athens, OH earns between $23,000 and $47,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.