Internship Program - Finance (FP&A)
Finance internship job in Montgomery, AL
**About ETS:** ETS is a global education and talent solutions organization enabling lifelong learners worldwide to be future-ready. For more than 75 years, we've been advancing the science of measurement to build benchmarks for fair and valid skill assessment across cultures and borders. Our worldwide impact extends through our renowned assessments including TOEFL , TOEIC , GRE and Praxis tests, serving millions of learners in more than 200 countries and territories. Through strategic acquisitions, we've expanded our global capabilities: PSI strengthens our workforce assessment solutions, while Edusoft, Kira Talent, Pipplet, Vericant, and Wheebox enhance our educational technology and assessment platforms across critical markets worldwide.
Through ETS Research Institute and ETS Solutions, we're partnering with educational institutions, governments, and organizations globally to promote skill proficiency, empower upward mobility, and unlock opportunities for everyone, everywhere. With offices and partners across Asia, Europe, the Middle East, Africa, and the Americas, we deliver nearly 50 million tests annually. Join us in our journey of measuring progress to power human progress worldwide.
Join ETS on an impactful journey through our newly launched, business-focused MBA Internship Program. This program offers the opportunity to immerse yourself in strategic projects within your assigned department, providing a comprehensive understanding of ETS's business operations and insights into our industry's evolving landscape.
As part of this program, you'll work within our Finance Division, which encompasses five key focus areas: Corporate Accounting, Corporate Procurement & Operations, Facilities, Security & Safety, Financial Planning & Analysis, and Treasury. Each area is essential to advancing our financial strategy, operational excellence, and long-term success.
**Intern Responsibilities:**
Selected interns will contribute meaningfully to our strategic goals through the following activities:
+ Conducting in-depth research and analysis to inform key decision-making processes
+ Supporting the development and execution of strategic business plans and initiatives
+ Preparing and delivering insightful reports to senior leadership
+ Engaging with senior leaders to explore avenues for process improvements and operational efficiencies
+ Actively participating in meetings, workshops, and training sessions to develop valuable professional skills
**Program Details:**
This paid, remote internship is expected to begin in early June 2026 and will span 8 weeks.
Embark on a career-defining internship that connects you with our leadership team, enhances your strategic skills, and offers invaluable exposure to the operations of ETS.
+ Currently enrolled in an accredited undergraduate or graduate program studying finance or accounting.
+ Proficient in MS Office business applications (PowerPoint, Excel, Word, etc.).
+ Strong interpersonal skills (written and verbal) with an ability to manage conflicting deadlines.
+ Critical analysis capabilities, adept at processing high volumes of information and adapting to changing demands while prioritizing effectively.
+ Proven track record of taking ownership and driving results.
+ Effective presentation skills; strong analytical and evaluation skillset; ability to process ambiguous data and synthesize value metrics; comfort with uncertainty.
**ETS is mission driven and action oriented**
+ We are passionate about hiring innovative thinkers who believe in the promise of education and lifelong learning.
+ We are energized by cultivating growth, innovation, and continuous transformation for the next generation of rising professionals as leaders. Â In support of this ETS offers multiple Business Resource Groups (BRG) for you to learn and advance your career growth!
+ As a not-for-profit organization we will encourage you to lean in to your passion for volunteering. Â At ETS you may qualify for up to an additional 8 hours of PTO for volunteer work on causes that are important to you!
**ETS is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. We believe in creating a work environment where all individuals are treated with respect and dignity.**
Intern - City Market
Finance internship job in Auburn, AL
To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the , but which may be reasonably considered to be incidental in the performing of their duties just as though they were actually written out in this job description.
INTERN-EVENTS & PROGRAMS
Department: Parks and Recreation
Pay Grade: Temporary Pay Table
FLSA Status: Non-Exempt
Personnel Status: Temporary Part-Time
JOB SUMMARY
This position is responsible for aiding with various tasks and projects within the Parks and Recreation Department. This position reports to the supervisor of the event/program they are assigned to.
ESSENTIAL JOB FUNCTIONS
* Assists with planning, promoting, and implementing department/division programs and events.
* Assists with new program/event development.
* Assists with various administrative functions.
* Performs other related job duties as assigned.
AGENCY-WIDE COMPETENCIES
Professional Excellence
Sense of responsibility and commitment; ability to meet expectations; quality of work output; willingness to admit and correct mistakes.
Communication
Ability to express oneself clearly, credibly, and respectfully in an appropriate tone; quality of judgment exercised in what information should be communicated; ability to adjust to different communication styles.
Teamwork
Commitment to team activities; placing value of team success over personal recognition; altruism; impact on team success; willingness to fulfill a variety of roles.
Engagement
Initiative exercised in solving problems; willingness to take on new responsibilities; acting on opportunities and presenting ideas; modeling a positive attitude and resilience; volunteering for group work; praising work of the city and coworkers; demonstrating pride in public service.
Public Service
Views citizens as a priority; demonstrates ethical, trustworthy behavior, stands as an example of servant leadership; maintains trust of the Auburn citizens.
QUALIFICATIONS
Education and Experience:
Current enrollment in an undergraduate degree program with an accredited college or university majoring in Parks and Recreation, Public Administration, Communication, Education, or closely related field.
Special Qualifications:
* Possession of or ability to readily obtain a valid driver's license for the type of vehicle or equipment operated. Requirement exists at the time of hire and as a condition of continued employment.
Knowledge, Skills, and Abilities:
* Knowledge of computers and job-related software programs.
* Knowledge of Microsoft Word, Excel, PowerPoint, and other similar programs.
* Skill in using computers for data entry, word processing, and/or accounting purposes.
* Skill in the use of small office equipment, including calculators, copy machines or multi-line telephone systems.
* Skill in effective communication, both orally and in writing.
* Skill in production photography, videography, and social media content design.
* Ability to meet and deal with employees and the public in an effective and courteous manner.
* Ability to get along with others and work effectively with the public and co-workers.
* Ability to deal with confidential and sensitive matters.
* Ability to use computers for data entry, word processing, and/or accounting purposes.
* Ability to work independently, work well with others, and manage time effectively.
PHYSICAL DEMANDS
The work is medium work, which requires exerting up to 50 pounds of force occasionally, and/or up to 30 pounds of force frequently and/or up to 10 pounds of force constantly to move objects. Work is typically performed while intermittently sitting, standing, stooping, bending, crouching, or walking. The employee uses tools or equipment requiring manual dexterity, distinguishes between shades of color, and utilizes the sense of smell.
WORK ENVIRONMENT
The work is typically performed in an office and outdoors, occasionally in cold, hot, or inclement weather. The employee is exposed to noise, dust, dirt, grease, machinery with moving parts, contagious or infectious diseases, and irritating chemicals. The employee may need to use small office equipment such as computers, multi-function copy machines, and telephone systems. Work may require the use of protective devices such as masks, goggles, gloves, etc.
Financial Advisor II
Finance internship job in Montgomery, AL
The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience.
**ESSENTIAL FUNCTIONS OF THE ROLE**
Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH.
Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B
Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen.
Conducts finance training for BSWH personnel as directed.
Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis.
Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments.
**KEY SUCCESS FACTORS**
Healthcare finance experience (Particularly Hospital/Clinic Experience)
Experience in financial planning and Budgeting
Self-starter and able to work independently with minimal supervision
Strong analytical abilities and presentation skills
Intermediate to advanced excel skills
Experience with enterprise financial systems (Syntellis Axiom experience preferred)
Experience with data visualization software (Power BI experience preferred)
**BENEFITS** - Our competitive benefits package includes the following
Immediate eligibility for health and welfare benefits
401(k) savings plan with dollar-for-dollar match up to 5%
Tuition Reimbursement
PTO accrual beginning Day 1
_Note: Benefits may vary based upon position type and/or level_
**QUALIFICATIONS**
+ EDUCATION - Bachelors Degree
+ EXPERIENCE - 3 Years of Experience
As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Financial Advisor - Experienced Professionals
Finance internship job in Montgomery, AL
Join the mission. Coach those who serve.
At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
What You'll Do
As an experienced Financial Advisor at First Command, you'll go beyond the basics-providing comprehensive financial guidance that evolves with our clients' lives. You'll:
Serve as a Trusted Advisor
Identify and adapt to each client's evolving financial goals across all stages of wealth-accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.
Deliver Advanced, Personalized Planning
Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Provide a High-Touch Client Experience
Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions.
Engage the Military Community
Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.
· Drive Results and Grow Your Business
Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks-especially within the military community-while identifying new opportunities and deepening existing client engagement.
What Sets You Apart
A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships.
Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy.
Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement.
The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.
Military experience or affiliation is strongly preferred.
Financial Associate
Finance internship job in Auburn, AL
FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
* Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
* Answer incoming calls, whether externally or internally;
* Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
* Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks
* Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
* Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
* Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy
* Balance cash drawer periodically throughout the day and/or at least daily
* Miscellaneous projects and other duties as requested by Management
* Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types.
Minimum Qualifications:
* High School diploma or equivalent
* Previous banking or cash handling experience preferred
* Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Skills, Abilities & Expectations:
* Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner.
* Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
* Ability to apply general accounting knowledge processes (debits, credits, balancing)
* Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
* Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
* Detail oriented and organized
* Excellent interpersonal and communication skills
* Integrity, discretion, and respect for confidential information are absolutely essential
* Willingness to adapt to change
* Work within a variety of different software and web applications
* Able to prioritize duties and effectively manage time
* Analytical and problem-solving skills
* Attend work on a regular basis, on time, and withstand varying degrees of stress
* Excellent interpersonal and communication skills
* Maintaining a professional, business-like appearance and demeanor
* Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
US Experienced Financial Advisor
Finance internship job in Montgomery, AL
**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.
Financial Associate
Finance internship job in Montgomery, AL
Job Description
Financial Associate FLSA Status: Non-Exempt (Hourly)
RB&T Mission Statement:
As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals.
Position Summary:
While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
Answer incoming calls, whether externally or internally;
Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks
Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy
Balance cash drawer periodically throughout the day and/or at least daily
Miscellaneous projects and other duties as requested by Management
Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types.
Minimum Qualifications:
High School diploma or equivalent
Previous banking or cash handling experience preferred
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Skills, Abilities & Expectations:
Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner.
Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
Ability to apply general accounting knowledge processes (debits, credits, balancing)
Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Detail oriented and organized
Excellent interpersonal and communication skills
Integrity, discretion, and respect for confidential information are absolutely essential
Willingness to adapt to change
Work within a variety of different software and web applications
Able to prioritize duties and effectively manage time
Analytical and problem-solving skills
Attend work on a regular basis, on time, and withstand varying degrees of stress
Excellent interpersonal and communication skills
Maintaining a professional, business-like appearance and demeanor
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
Financial Associate (Part-time)
Finance internship job in Auburn, AL
Details** Information **Requisition Number** S4707P **Home Org Name** Entomology and Plant Pathology **Division Name** College of Agriculture Title** Financial Associate (Part-time) **Job Class Code** DE02A **Appointment Status** Part-time
**Part-time FTE**
.50
**Limited Term**
Yes
**Limited Term Length**
**Job Summary**
**This is a part-time (50%) one year, limited term appointment renewable upon satisfactory job performance and availability of funds.**
The individual selected for this position will assist with routine financial transactions and payment services for the department of Entomology and Plant Pathology.
**Essential Functions**
Responsibilities include, but are not limited to the following:
+ Assist faculty, staff, and students with general financial matters, including travel vouchers and payment of invoices on vendor vouchers.
+ Assist with purchasing card reconciliations each month.
+ Prepare collections reports and journal vouchers (budget transfers and departmental error corrections).
+ Prepare purchase requisitions and work with faculty and staff to secure all required backup documentation (quotes, vendor disclosures, sole source, software approvals, etc.).
+ Assist the departmental accountant and department chair with other financial matters as needed, including generating reports, entering salary wage transfers, entering labor distribution EPAFs, etc.
+ Perform other duties as assigned.
**Why Work at Auburn?**
+ **Life-Changing Impact** : Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
+ **Culture of Excellence** : We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
+ **We're Here for You** : Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance.
+ **Sweet Home Alabama** : The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
+ **A Place for Everyone** : Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
Ready to lead and shape the future of higher education? Apply today! War Eagle!
Minimum Qualifications
**Minimum Qualifications**
High school diploma or equivalent and 4 years of experience in financial support services.
Degrees accepted in lieu of experience
Minimum Skills, License, and Certifications
**Minimum Skills and Abilities**
**Minimum Technology Skills**
Demonstrated proficiency and experience working with MS Excel
**Minimum License and Certifications**
Desired Qualifications
**Desired Qualifications**
Desired qualifications include knowledge of or experience with Auburn University's financial policies and procedures.
Posting Detail Information
**Salary Range**
$31,200 - $37,200
**Job Category**
Business/Accounting/Finance
**Working Hours if Non-Traditional**
**City position is located in:**
Auburn
**State position is located:**
Alabama
**List any hazardous conditions or physical demands required by this position**
**Posting Date**
08/25/2025
**Closing Date**
**Equal Opportunity Compliance Statement**
It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit theirwebsite (*************************************** to learn more.
**Special Instructions to Applicants**
**Quick Link for Internal Postings**
*******************************************
**Documents Needed to Apply**
**Required Documents**
1. Resume
2. Cover Letter
**Optional Documents**
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Montgomery, AL Merrill Office
Finance internship job in Montgomery, AL
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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
Unlimited potential for financial growth.
A strong referral base from across the business through our relationship with one in every two households.
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
Displays confidence working in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Auto-ApplyFinancial Analyst I
Finance internship job in Tallassee, AL
* Develops integrated revenue/expense analyses, projections, reports and presentations. * Creates and analyzes monthly, quarterly and annual reports and ensures financial information has been recorded accurately. * Operational support - supports month end reporting, short term forecast and financial measurements.
* Performs financial forecasting and reconciliation of internal accounts.
* May lead and direct the work of others.
* Relies on experience and judgement to plan and accomplish goals.
* Performs related duties and special assignments as assigned.
* Coordinates with the Financial staffs in the annual and monthly forecasting process assuring integrity of information and performance measurements that are consistent and meaningful to senior management.
* Job duties may entail limited travel.
Skill Requirements:
* Proficient computer skills and abilities with Microsoft Office products (Outlook, Excel, PowerPoint, etc).
* Knowledgeable with a variety of finance concepts, practices and procedures.
* Plans, conducts and supervises complex and varied assignments in such areas as costs, budgets, forecasts and finance.
* Strong analytical abilities, self directed with a high degree of self-motivation.
* Excellent written and verbal communication skills.
* Ability to work under tight deadlines and deliver high quality work product.
Education and Experience Requirements:
* Bachelor's Degree and 2-4 years of experience in related field.
Licensing or Special Certification Requirements:
* Valid Drivers' license.
Physical Requirements:
* Ability to work at a personal computer for extended periods of time
Working Conditions:
* Occasionally lifts and carries up to 15 pounds.
* Some of work time is spent standing, walking, lifting and bending.
* Works within an automotive components manufacturing office setting and may be exposed to heat, cold and fumes/chemicals.
2026 Internship- Farm Credit HBCU Initiative
Finance internship job in Montgomery, AL
Company Profile:
Alabama Ag Credit is a financial institution that provides financing for agriculture, agribusiness and rural real estate purchases and improvements. The institution is headquartered in Montgomery with nine offices that service the lower 40 counties of Alabama. With over $1.3 billion in assets, the institution is a cooperative and part of the nationwide Farm Credit System.
Education:
Must have a HS diploma or the equivalent. Must be a student at a HBCU university or college in the state of Alabama. First consideration will be given to Juniors and Seniors. Must have basic knowledge of MS Office suite.
Job Responsibilities:
May- Student will work with our Marketing Director/Coordinator, Relationship Managers, Montgomery branch office, IT, and the Montgomery Admin office. They will be identifying marketing opportunities through a study of geographic data of loans booked and determining if there is value in marketing to existing customers for repeat business.
June- They will see our relationship managers' processes for obtaining new loans and customers. Interns will visit properties to assess the potential loan value with the appraisers.
July- Student will work through the loan credit process. They will learn about credit requirements, shadow credit analysts, work through loan review and processing steps, and then complete some credit processing exercises. They will be working with our credit analysts, Chief Credit Officer, and Senior VP of Credit.
July/August- Students will see the IT department and how sound business decisions impact the bottom line as they conclude their internship program in the accounting department.
Expected workdays: Monday- Thursday from 8am to 4pm, with a 1 hour lunch. Total of 28 hours per week.
*Hours may be modified based on marketing and branch events, never to exceed 7 hours/day.
Pay will be $13/hour. Housing will not be provided.
Interns may be eligible for stipend program offered through the HBCU- Farm Credit Partnership. Human Resources can provide additional information regarding this potential opportunity.
AA/EOE/M/F/D/V
Financial Aid Specialist-Scholarships (Reopened)
Finance internship job in Montgomery, AL
Under the supervision of the Director of Financial Aid,the Financial Aid Specialist provides assistance in administering federal, state, and institutional financial aid programs as prescribed by Federal and State Regulations and Institutional Polices while maintaining a high level of customer service. The Financial Aid Specialist also assists in the processing of student financial aid by maintaining documentation to determine student eligibility for grants and scholarships.
Salary Schedule E2 03
Essential Duties and Responsibilities
* Provides excellent customer service as the financial aid first-line of contact for new students, current students, and parents.
* Advises students about financial aid eligibility, application procedures, available financial aid programs, educational costs, and other financial aid-related matters.
* Maintains current knowledge of federal, state, and institutional policies, procedures, and guidelines that relate to financial aid.
* Oversees scholarship programs such as institutional scholarships and transfer scholarships to include the review of scholarship applications, student notifications, awarding, disbursing, and reconciling funds using the Banner system.
* Independently evaluates students' financial aid and scholarship applications and exercises professional judgment in making award decisions.
* Maintains a scholarship calendar with deadlines to award institutional scholarships in a timely manner and updates policy and procedure manuals to administer scholarship programs.
* Generates reports for the review and analysis of scholarship statistics.
* Conducts the Free Application for Federal Student Aid (FAFSA) completion sessions either in person or virtually.
* Present financial aid workshops to students, parents, and high school counselors in the College's service area in person or virtually.
* Assists in the Titan Training sessions conducted by the Enrollment Management Team for new students.
* Review Automic Reports and other assigned reports.
* Independently performs review of verification and other processes, including conflicting data resolution of a routine to complex nature for the assigned alphabetical student list to determine individual eligibility for Federal and State financial aidin compliance with respective policies and procedures.
* Utilizes the Banner system, including tracking, verification data input, awarding of federal financial aid, scholarships, and other grants.
* Advises current students on the effect of withdrawing from classes as it relates to financial aid and Satisfactory Academic Progress (SAP).
* Assist with Return to Title IV (R2T4) process due to official and unofficial withdrawals, including identification of withdrawn students, timely R2T4 calculations, and return of repayments to aid programs, notification to students, and notification to Federal Student Aid when applicable.
* Provides counseling and assistance to students and parents through in-person interviews, written communication, and telephone conversations to articulate financial aid policies, procedures,and regulations.
* Maintains accurate and confidential files for financial aid recipients in the assigned alphabetical group.
* Maintains professional development through independent research, networking, attending seminars, and workshops to maintain awareness of current and changing trends specific to student financial aid and scholarships.
* Performs other student financial aid tasks and special projects, as required.
* Remains flexible and adaptable in work schedules and work assignments as defined by the College and departmental needs assigned by the Dean of Students and the Director of Financial Aid.
* Follows through with assigned duties until completion.
* Serves on College committees as assigned.
Qualifications
Minimum Qualifications:
* Bachelor's Degree from a regionally accredited college or university.
* At least three years of professional experience in higher education within financial aid, admissions, registrar/student records, scholarships, or related student services area
Preferred Qualifications:
* Experience with the Ellucian Banner System or a similar ERP System.
* Demonstrated experience providing direct customer service to students in a high-volume environment.
* Three or more years of experience administering Federal Student Aid programs
* Experience interpreting and applying policies, regulations, or guidelines in an educational setting.
Required Knowledge, Skills, & Abilities:
* Must be able to maintain strict confidentiality and discretion.
* Must be able to communicate effectively, both orally and in writing.
* Must have a thorough knowledge of Title IV funding as well as federal and state regulations, policies, and procedures regarding the administering of financial aid.
* Must have a working knowledge of Microsoft Office products, including Outlook, Word, and Excel.
* Must be efficient, dependable, flexible, responsible, and motivated.
* Must be able to multitask and understand the urgency of deadlines.
* Must be able to read and interpret federal and state financial aid regulations.
* Must be able to learn and perform all essential job functions with minimal direct supervision.
* Must be able to travel between campuses.
Application Procedures/Additional Information
Applicants must meet the minimum qualifications as indicated on this vacancy notice and must submit a completed online application packet to be considered for this position. Applicants who fail to submit all required information will not be considered. Only applications received during the period of this announcement will be considered. A complete application packet consists of:
* Trenholm State Community College online employment application.
* A current resume, including three (3) references.
* Copy of transcripts that demonstrate the required educational qualifications must be included and must identify the applicant, institution, degree, and date conferred.
WORK EXPERIENCE VERIFICATION
Neither a resume nor an application is appropriate verification of work experience. It is not our policy to contact current and/or previous employers to obtain employment verification. "Work experience verification is required in writing from your current and/or previous employer(s) confirming the required level of experience as stated in the "Minimum Qualifications" section and other related experience. Verification should include dates of employment and position title(s). Proof of work experience verification may be delayed until an official offer of employment using the Work Experience Verification form, which is found on the Human Resources home page. All work experience verification must be completed within 15 days following the employment offer.
APPLICATION DEADLINE: Complete application files will be accepted by the Office of Human Resources on a continuous basis and remain active for one year for available positions. Incomplete application packets will eliminate the possibility of a position opportunity.
EEOC, E-VERIFY, BACKGROUND CHECK STATEMENTS:Trenholm State Community College is an equal opportunity employer. It is the official policy of the Alabama Community College System that no person shall, on the grounds of race, color, disability, gender, religion, creed, national origin, or age, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program, activity, or employment. Trenholm State Community College will make reasonable accommodations for qualified disabled applicants or employees.
Trenholm State Community College reserves the right to withdraw this job announcement at any time prior to the awarding. More than one position in the same job classification may be filled by the applicants for this position should another vacancy occur during the search process. Any offer of employment is contingent upon the completion of a satisfactory criminal background investigation. The applicant will be responsible for the cost of the criminal background investigation.
This employer participates in E-Verify.
SUMMARY ABOUT US:
H. Councill Trenholm State Community College (Trenholm State) is a comprehensive two-year community college in Montgomery, Alabama. The College offers associate transfer degrees, associate degrees, and certificates that lead directly to the workforce. Additionally, the College provides adult learning opportunities, civic, social, cultural, and personal development; business and industry training; and support for economic development in the central Alabama region. Trenholm State is part of the Alabama Community College System (ACCS), governed by the Alabama Community College System Board of Trustees. The College operates multiple instructional sites, including the Trenholm Campus, the Patterson Site, and several off-campus instructional locations offering credit, non-credit, adult education, and dual enrollment programs. Trenholm State delivers additional educational and training services for Montgomery and the surrounding areas. For more information, please visit *****************************
Financial Analyst I
Finance internship job in Tallassee, AL
Develops integrated revenue/expense analyses, projections, reports and presentations.
Creates and analyzes monthly, quarterly and annual reports and ensures financial information has been recorded accurately.
Operational support - supports month end reporting, short term forecast and financial measurements.
Performs financial forecasting and reconciliation of internal accounts.
May lead and direct the work of others.
Relies on experience and judgement to plan and accomplish goals.
Performs related duties and special assignments as assigned.
Coordinates with the Financial staffs in the annual and monthly forecasting process assuring integrity of information and performance measurements that are consistent and meaningful to senior management.
Job duties may entail limited travel.
Skill Requirements:
Proficient computer skills and abilities with Microsoft Office products (Outlook, Excel, PowerPoint, etc).
Knowledgeable with a variety of finance concepts, practices and procedures.
Plans, conducts and supervises complex and varied assignments in such areas as costs, budgets, forecasts and finance.
Strong analytical abilities, self directed with a high degree of self-motivation.
Excellent written and verbal communication skills.
Ability to work under tight deadlines and deliver high quality work product.
Education and Experience Requirements:
Bachelor's Degree and 2-4 years of experience in related field.
Licensing or Special Certification Requirements:
Valid Drivers' license.
Physical Requirements:
Ability to work at a personal computer for extended periods of time
Working Conditions:
Occasionally lifts and carries up to 15 pounds.
Some of work time is spent standing, walking, lifting and bending.
Works within an automotive components manufacturing office setting and may be exposed to heat, cold and fumes/chemicals.
FP&A Financial Analyst
Finance internship job in Tallassee, AL
Company: GKN Aerospace Careers This position supports the Alabama manufacturing site within the Defense Business Line and GKN Aerospace. This is an individual contributor position and will report directly to the site's Finance Director, and will be responsible for developing and providing actionable Financial Planning & Analysis (FP&A) recommendations to key stakeholders and senior leaders to ensure sound financial and operation decisions occur. This position will be involved in a variety of financial, operational and strategic analysis, reviews and related decisions that have significant impact on the business.
Overall, this individual will have overall responsibility for all FP&A-related activities, including financial modeling and analysis and site coordination to support month-end analysis, forecasting cycles throughout the year, establishing the Budget (Annual Operating Plan) and Strat Plan (Long Range Plan over the 5-YR outlook). This position is also essential in supporting functional areas with financial analysis, ad-hoc and complex what-if/scenario-based planning, program finances and risk assessment to delivering on their commitments (e.g. indirect rate volatility, material/inflationary impacts and trend analysis), overhead/conversion cost and Forward-Pricing Rates,
Primarily alignment of financial performance will revolve around Backlog, Arrears, Sales, Operating Income, Cash, Inventory and manufacturing productivity metrics.
Job Responsibilities
* Effective oral and written communication skills will be required to effectively manage across multiple leadership levels as well as various functional and customer levels
* Analyze financial data from Cincom ERP and utilize financial models, OneStream and TM1 consolidation tools to perform financial analysis and distill into actionable reports
* Develop and utilize forward-looking data analytics, visualization, and trend analysis to inform financial strategy and decision making
* Perform analysis on customer margins in detail by contract, model and part number. Understand and explain cost components to managers to take effective action to improve margins while maintaining quality and delivery performance
* Identify and develop efficient and effective methods and practices to analyze financial results and operating data required by Purchasing, Programs and Manufacturing Operations management. Analyze this data and deliver meaningful information to management with corrective action plans. Implement and ensure performance to realize these desired financial results.
* Analyze direct and indirect labor levels and trends
* Ensure managers are kept fully informed of their spending and financial results, while maintaining a firm and creditable relationships with all levels of management
* Perform indirect cost and program costs analysis to ensure the required operating and financial performance objectives at achieved.
Job Qualifications
* BS/BA in Accounting, Finance
* 2+ years of experience in Financial Planning & Analysis
* Experience with enterprise-level cost management tools (e.g. SAP, Oracle, Cobra Cincom, Hyperion/Smartview, OneStream, TM1)
* Proficient working experience with Excel, Power Point and Reporting skills
* Must be a US Persons (US Citizen, Green Card Holder / US permanent resident, refugee or asylee) to meet export control compliance requirements
Additional Qualifications:
* Preferred experience in Aerospace and Defense industry with experience in a manufacturing environment
* Able to extract, compile and summarize financial data in such a manner that complex matters can be distilled into simple problem statements & recommendations
* Comfortable developing concise and clear executive-style presentations to support various reviews, forecasting cycles and monthly & quarterly performance briefings
* Demonstrate clear understanding and application of cost and indirect Forward-Pricing Rates (Overhead, Material Handling and SG&A) management techniques, including performance against budget and rate monitoring cadence
* Ability to work independently and meet hard deadlines
* Experience leading projects that aim to innovate tools, processes, and product
* Experience with Tableau or similar reporting/visualization tools
Financial Aid Specialist-Scholarships (Reopened)
Finance internship job in Montgomery, AL
Under the supervision of the Director of Financial Aid, the Financial Aid Specialist provides assistance in administering federal, state, and institutional financial aid programs as prescribed by Federal and State Regulations and Institutional Polices while maintaining a high level of customer service. The Financial Aid Specialist also assists in the processing of student financial aid by maintaining documentation to determine student eligibility for grants and scholarships.
Salary Schedule E2 03
* Provides excellent customer service as the financial aid first-line of contact for new students, current students, and parents.
* Advises students about financial aid eligibility, application procedures, available financial aid programs, educational costs, and other financial aid-related matters.
* Maintains current knowledge of federal, state, and institutional policies, procedures, and guidelines that relate to financial aid.
* Oversees scholarship programs such as institutional scholarships and transfer scholarships to include the review of scholarship applications, student notifications, awarding, disbursing, and reconciling funds using the Banner system.
* Independently evaluates students' financial aid and scholarship applications and exercises professional judgment in making award decisions.
* Maintains a scholarship calendar with deadlines to award institutional scholarships in a timely manner and updates policy and procedure manuals to administer scholarship programs.
* Generates reports for the review and analysis of scholarship statistics.
* Conducts the Free Application for Federal Student Aid (FAFSA) completion sessions either in person or virtually.
* Present financial aid workshops to students, parents, and high school counselors in the College's service area in person or virtually.
* Assists in the Titan Training sessions conducted by the Enrollment Management Team for new students.
* Review Automic Reports and other assigned reports.
* Independently performs review of verification and other processes, including conflicting data resolution of a routine to complex nature for the assigned alphabetical student list to determine individual eligibility for Federal and State financial aid in compliance with respective policies and procedures.
* Utilizes the Banner system, including tracking, verification data input, awarding of federal financial aid, scholarships, and other grants.
* Advises current students on the effect of withdrawing from classes as it relates to financial aid and Satisfactory Academic Progress (SAP).
* Assist with Return to Title IV (R2T4) process due to official and unofficial withdrawals, including identification of withdrawn students, timely R2T4 calculations, and return of repayments to aid programs, notification to students, and notification to Federal Student Aid when applicable.
* Provides counseling and assistance to students and parents through in-person interviews, written communication, and telephone conversations to articulate financial aid policies, procedures, and regulations.
* Maintains accurate and confidential files for financial aid recipients in the assigned alphabetical group.
* Maintains professional development through independent research, networking, attending seminars, and workshops to maintain awareness of current and changing trends specific to student financial aid and scholarships.
* Performs other student financial aid tasks and special projects, as required.
* Remains flexible and adaptable in work schedules and work assignments as defined by the College and departmental needs assigned by the Dean of Students and the Director of Financial Aid.
* Follows through with assigned duties until completion.
* Serves on College committees as assigned.
Minimum Qualifications:
* Bachelor's Degree from a regionally accredited college or university.
* At least three years of professional experience in higher education within financial aid, admissions, registrar/student records, scholarships, or related student services area
Preferred Qualifications:
* Experience with the Ellucian Banner System or a similar ERP System.
* Demonstrated experience providing direct customer service to students in a high-volume environment.
* Three or more years of experience administering Federal Student Aid programs
* Experience interpreting and applying policies, regulations, or guidelines in an educational setting.
Required Knowledge, Skills, & Abilities:
* Must be able to maintain strict confidentiality and discretion.
* Must be able to communicate effectively, both orally and in writing.
* Must have a thorough knowledge of Title IV funding as well as federal and state regulations, policies, and procedures regarding the administering of financial aid.
* Must have a working knowledge of Microsoft Office products, including Outlook, Word, and Excel.
* Must be efficient, dependable, flexible, responsible, and motivated.
* Must be able to multitask and understand the urgency of deadlines.
* Must be able to read and interpret federal and state financial aid regulations.
* Must be able to learn and perform all essential job functions with minimal direct supervision.
* Must be able to travel between campuses.
Applicants must meet the minimum qualifications as indicated on this vacancy notice and must submit a completed online application packet to be considered for this position. Applicants who fail to submit all required information will not be considered. Only applications received during the period of this announcement will be considered. A complete application packet consists of:
* Trenholm State Community College online employment application.
* A current resume, including three (3) references.
* Copy of transcripts that demonstrate the required educational qualifications must be included and must identify the applicant, institution, degree, and date conferred.
WORK EXPERIENCE VERIFICATION
Neither a resume nor an application is appropriate verification of work experience. It is not our policy to contact current and/or previous employers to obtain employment verification. "Work experience verification is required in writing from your current and/or previous employer(s) confirming the required level of experience as stated in the "Minimum Qualifications" section and other related experience. Verification should include dates of employment and position title(s). Proof of work experience verification may be delayed until an official offer of employment using the Work Experience Verification form, which is found on the Human Resources home page. All work experience verification must be completed within 15 days following the employment offer.
APPLICATION DEADLINE: Complete application files will be accepted by the Office of Human Resources on a continuous basis and remain active for one year for available positions. Incomplete application packets will eliminate the possibility of a position opportunity.
EEOC, E-VERIFY, BACKGROUND CHECK STATEMENTS: Trenholm State Community College is an equal opportunity employer. It is the official policy of the Alabama Community College System that no person shall, on the grounds of race, color, disability, gender, religion, creed, national origin, or age, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program, activity, or employment. Trenholm State Community College will make reasonable accommodations for qualified disabled applicants or employees.
Trenholm State Community College reserves the right to withdraw this job announcement at any time prior to the awarding. More than one position in the same job classification may be filled by the applicants for this position should another vacancy occur during the search process. Any offer of employment is contingent upon the completion of a satisfactory criminal background investigation. The applicant will be responsible for the cost of the criminal background investigation.
This employer participates in E-Verify.
SUMMARY ABOUT US:
H. Councill Trenholm State Community College (Trenholm State) is a comprehensive two-year community college in Montgomery, Alabama. The College offers associate transfer degrees, associate degrees, and certificates that lead directly to the workforce. Additionally, the College provides adult learning opportunities, civic, social, cultural, and personal development; business and industry training; and support for economic development in the central Alabama region. Trenholm State is part of the Alabama Community College System (ACCS), governed by the Alabama Community College System Board of Trustees. The College operates multiple instructional sites, including the Trenholm Campus, the Patterson Site, and several off-campus instructional locations offering credit, non-credit, adult education, and dual enrollment programs. Trenholm State delivers additional educational and training services for Montgomery and the surrounding areas. For more information, please visit *****************************
Financial Advisor
Finance internship job in Montgomery, AL
Financial Advisor Careers at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
· 9 out of 10 of our Financial Advisors are veterans or military spouses.
· With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
They coach military families on how to build a comprehensive financial plan that includes:
Savings/banking
Investments/wealth management
Insurance/risk management
What we offer:
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Set your own schedule to manage work-life balance.
Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
Military experience or affiliation
Bachelor's degree
Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
US Experienced Financial Advisor
Finance internship job in Columbus, GA
**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.
Financial Associate
Finance internship job in Montgomery, AL
FLSA Status: Non-Exempt (Hourly)
RB&T Mission Statement:
As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals.
While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
Answer incoming calls, whether externally or internally;
Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks
Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy
Balance cash drawer periodically throughout the day and/or at least daily
Miscellaneous projects and other duties as requested by Management
Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types.
Minimum Qualifications:
High School diploma or equivalent
Previous banking or cash handling experience preferred
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Skills, Abilities & Expectations:
Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner.
Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
Ability to apply general accounting knowledge processes (debits, credits, balancing)
Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Detail oriented and organized
Excellent interpersonal and communication skills
Integrity, discretion, and respect for confidential information are absolutely essential
Willingness to adapt to change
Work within a variety of different software and web applications
Able to prioritize duties and effectively manage time
Analytical and problem-solving skills
Attend work on a regular basis, on time, and withstand varying degrees of stress
Excellent interpersonal and communication skills
Maintaining a professional, business-like appearance and demeanor
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
Financial Associate (Part-time)
Finance internship job in Auburn, AL
Details Information Requisition Number S4707P Home Org Name Entomology and Plant Pathology Division Name College of Agriculture Position Title Financial Associate (Part-time) Job Class Code DE02A Appointment Status Part-time Part-time FTE .50 Limited Term Yes Limited Term Length Job Summary
This is a part-time (50%) one year, limited term appointment renewable upon satisfactory job performance and availability of funds.
The individual selected for this position will assist with routine financial transactions and payment services for the department of Entomology and Plant Pathology.
Essential Functions
Responsibilities include, but are not limited to the following:
* Assist faculty, staff, and students with general financial matters, including travel vouchers and payment of invoices on vendor vouchers.
* Assist with purchasing card reconciliations each month.
* Prepare collections reports and journal vouchers (budget transfers and departmental error corrections).
* Prepare purchase requisitions and work with faculty and staff to secure all required backup documentation (quotes, vendor disclosures, sole source, software approvals, etc.).
* Assist the departmental accountant and department chair with other financial matters as needed, including generating reports, entering salary wage transfers, entering labor distribution EPAFs, etc.
* Perform other duties as assigned.
Why Work at Auburn?
* Life-Changing Impact: Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
* Culture of Excellence: We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
* We're Here for You: Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance.
* Sweet Home Alabama: The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
* A Place for Everyone: Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
Ready to lead and shape the future of higher education? Apply today! War Eagle!
Minimum Qualifications
Minimum Qualifications
High school diploma or equivalent and 4 years of experience in financial support services.
Degrees accepted in lieu of experience
Minimum Skills, License, and Certifications
Minimum Skills and Abilities Minimum Technology Skills
Demonstrated proficiency and experience working with MS Excel
Minimum License and Certifications
Desired Qualifications
Desired Qualifications
Desired qualifications include knowledge of or experience with Auburn University's financial policies and procedures.
Posting Detail Information
Salary Range $31,200 - $37,200 Job Category Business/Accounting/Finance Working Hours if Non-Traditional City position is located in: Auburn State position is located: Alabama List any hazardous conditions or physical demands required by this position Posting Date 08/25/2025 Closing Date Equal Opportunity Compliance Statement
It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit their website to learn more.
Special Instructions to Applicants Quick Link for Internal Postings *******************************************
Documents Needed to Apply
Required Documents
* Resume
* Cover Letter
Optional Documents
Supplemental Questions
Required fields are indicated with an asterisk (*).
* * Please select the answer that best describes your current employment relationship with Auburn University:
* Current full-time Auburn or AUM employee within probationary period
* Current full-time Auburn or AUM employee outside of probationary period
* Current part-time Auburn or AUM employee
* Not an Auburn or AUM employee
* * Please tell us how you first heard about this opportunity.
(Open Ended Question)
* * Do you have a high school diploma or equivalent?
* Yes
* No
* * Do you have 4 years of experience in financial support services OR a degree to use in lieu of experience?
* Yes
* No
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Montgomery, AL Merrill Office
Finance internship job in Montgomery, AL
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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
* Unlimited potential for financial growth.
* A strong referral base from across the business through our relationship with one in every two households.
* Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
* Robust marketing support to reach wider audiences with greater appeal.
* Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
* Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
* Believes in responsible growth and has a proven dedication to supporting the communities we serve.
* Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
* Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
* Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
* Displays confidence working in a sales role
* Builds strong client relationships through effective communication and collaboration
* Displays a proactive mindset and effective time management
* Demonstrates a results-driven mindset and prioritizes client interests
* Identifies appropriate client solutions through application of learnings and new information
* Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
* Learns and adapts to new technology or applications
* Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40