Financial Advisor
Finance internship job in Butte-Silver Bow, MT
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch 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.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
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.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
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.
#LI-USFATA
Finance Executive
Finance internship job in Montana
"The world is yours with Meliá" Discover a path without limits at Meliá, where growth and development opportunities are endless. Embark on a journey that will take you to work in several countries and become part of our extended global family. Discover some of the benefits we offer:
* My MeliáRewards: Participate in our exclusive loyalty program, enjoying unique benefits and advantages.
* My MeliáBenefits: Take advantage of flexible compensation and exclusive discounts on a wide variety of products and services, promoting an active and healthy lifestyle.
Job Mission:
The the Finance Executive is an integral position responsible for handling part of the financial processes of the organization including helping with financial policies, helping with budgets, etc.
What will I be doing?
* Entering invoice data
* Overseeing the purchase order system
* Handling financial administrative tasks
* Performs other duties as assigned
What are we looking for?
* The ideal candidate must have a minimum of two years of experience in a similar role.
* Good knowledge of financial and accounting procedures
* Advanced MS Excel skills
* Knowledge of financial regulations
* Excellent analytical and numerical skills
* The right candidate must have excellent communication skills & a positive professional attitude.
* Must be able to maintain the confidentiality of information.
At Meliá we are all VIP
At Meliá Hotels International, we are committed to equal opportunities between women and men in the workplace, with the commitment of management and the principles contained in Human Resources policies. We also prioritize disseminating throughout the entire staff a corporate culture committed to effective equality, and raising awareness about the need to act jointly and globally.
We promote our commitment to equality and diversity, avoiding any kind of dicrimination, especially related to reasons of disability, race, religion, gender, or age. We believe that diversity and inclusion among our employees are essential for our success as a global company.
Additionally, we support the sustainable growth of our industry through a socially responsible team. In this sense, our motto is "Towards a sustainable future, from a responsible present". Thanks to al our collaborators, we make it possible.
To protect yourself and avoid fraud in selection processes, we invite you to consult our recommendations on the "Protect Your Application" page.
If you want to be "Very Inspiring People", follow us on:
INSTAGRAM - TIKTOK - LINKEDIN - INDEED - GLASSDOOR
Financial Advisor - Bozeman, MT
Finance internship job in Billings, MT
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
Auto-ApplyBillings Clinic - Network Financial Executive (CFO)
Finance internship job in Billings, MT
Eide Bailly Executive Search has been retained by Billings Clinic based in Billings, MT to recruit its new Network Financial Executive (CFO) for the Critical Access Hospital (CAH) Network. Reporting to the System Chief Financial Officer and Vice President, Regional Operations, the Network Financial Executive (CFO) is responsible for providing executive financial leadership and management related to the management contracts in the regional health care network.
Organization:
Billings Clinic is Montana's largest independent health care system serving Montana, Wyoming, and the western Dakotas. A not-for-profit organization led by a physician CEO, Billings Clinic is governed by a board of community members, nurses, and physicians. Billings Clinic operates 21 hospitals and generated close to $2 billion in net patient revenue the past fiscal year. Billings Clinic has more than 9,000 employees, including nearly 1,200 physicians and advanced practice providers, and offers more than 80 medical specialties. In addition, Billings Clinic has 14 regional partnerships, including management agreements with 13 Critical Access Hospitals and one outpatient clinic. Billings Clinic was designated as the first Magnet organization in Montana in 2006 and is a member of the Mayo Clinic Care Network.
Physician leadership is embedded in the organization with a physician CEO and through its internal and community governing boards that have physician members. Billings Clinic is consistently recognized nationally for excellent performance in patient quality, safety, and service. Billings Clinic launched Montana's first Internal Medicine Residency program in 2014, a testament to its mission of advancing health care, education, and research.
Billings Clinic and Logan Health combined into a single, independent health system in September 2023. Logan Health is a not-for-profit, 590-bed health system in Montana. While the main medical campus is in Flathead County, Logan Health draws from a total service area covering 20 counties, nearly 50,000 square miles and a population of nearly 700,000. The health system consists of six hospitals, more than 68 provider clinics and a host of other health care services, including the nation's first rural air ambulance service (A.L.E.R.T.), which it has maintained for more than 40 years. By uniting the two organizations, the newly combined system is stronger together and better positioned to adapt to the rapidly changing health care environment. The new system intends to sustain and grow services to meet the needs of Montana, Wyoming, and Western Dakota families.
Billings, MT, home to more than 184,000 residents, is the largest metropolitan area in the state. Billings has balance. It's large enough to experience the community at your own pace, but small enough to run into friends at the grocery store. It has a welcoming spirit that is inclusive while celebrating the unique diversity that makes up our western culture. And Billings is strong, with a variety of economic pillars, good business, low unemployment, and amenities that boost quality of life. Billings is energetic and growing, embracing its heritage while looking forward to the future. The median home price is $325,000. Billings' climate is surprisingly mild for its northern location. In the winter, while the average snowfall is 59 inches, it rarely accumulates to any great depth due to frequent thawing periods. Billings is ripe with activities and things to do. Whether you're outdoorsy and adventurous, or prefer a slower pace and quiet culture, Billings offers it all.
Responsibilities
The position consults with and coordinates the Financial Services delivered to the Affiliates and is responsible to contribute to the growth and profitability of affiliate hospitals by professionally consulting with or managing their financial services and activities. Participates in strategic planning in conjunction with the affiliate hospital CEO, Board of Directors, and other members of the Regional Network Team. Responsibilities include interacting and consulting with auditors, federal and state agencies on cost reports/audits, and business office staff to support the preparation of annual financial and capital budgets, related charge entry and patient billing related to revenue cycle and management of account receivables. Position consults, evaluates, and recommends accounting policies/procedures and internal controls, cost reports and tax returns, vendor contracts/payments, capital purchases supply chain management, obtaining bank loans, charge master reviews and coding reviews. Position consults and recommends information system's functionality, develops proformas for new services and ensures compliance with HIPAA and CMS, etc.
How to apply:
Submit your application to this job posting or for more details (including requests for the full position specification) and/or to submit a nomination or application, please contact Derek J Castaneda at Eide Bailly, 18081 Burt Street, #200, Omaha, NE 68022; phone **************; or e-mail *************************.
*Billings Clinic and Eide Bailly are equal opportunity employers and do not discriminate against any person on the basis of race, religion, color, gender, gender identity, sexual orientation, age, national origin, disability, veteran status, or any other status or condition protected by law.
Auto-ApplySales Account Specialist Intern
Finance internship job in Billings, MT
If you're looking to hit the ground running, the Enterprise Sales Account Specialist Internship with our Enterprise Truck Rental Division will help you build valuable business and leadership skills. For a university/college student, the real-world professional experience you'll receive during the internship will help you stand apart from the crowd, and will be more than just a line on your resume.
From day one as a paid intern with Enterprise, you'll learn what it takes to run a successful business and acquire highly marketable skills in management. Our university/college interns take on the same challenges as our first and second year full-time professionals. It's a team-based environment; and throughout your internship, your peers will be right by your side helping you learn, grow and have fun.
This position pays $17 / hr. with bonus opportunities throughout the internship.
This role is located at our Billings, MT Truck Rental location. Address is 5044 Midland Road, Billings, MT, 59101
Responsibilities
When you join our Sales Internship Program, you'll soon discover that every day is different because it is filled with new, exciting, rewarding and often unexpected opportunities. For a season, we'll put you in the middle of everything, just like our Account Specialists. We'll give you the chance to develop the skills you need to manage a fleet of vehicles, take care of customers, develop marketing strategies and build relationships with customers and coworkers.
During our internship, you'll use the skills you learn to complete intern projects and engage in some friendly competition with your peers. You may also be eligible for performance incentives and employee referral rewards.
Equal Opportunity Employer/Disability/Veterans
Qualifications
Must be a current college student graduating with a Bachelor's Degree no later than Spring 2027
Must be at least 21 years old
Must have a valid driver's license with no more than 2 moving violations and/or at fault accidents in the past 3 years.
No drug or alcohol related conviction on your record in the past 5 years (i.e., DUI, DWI)
Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future.
10-12 week commitment with the availability to start in May.
We are subject to certain Department of Transportation Regulations
All applicants must be at least 21 years of age and be qualified to drive under D.O.T. regulations. Applicants will be required to submit an appropriate medical examiner's certificate, or submit to and successfully complete a D.O.T. medical examination.
Auto-ApplyFinancial Advisor
Finance internship job in Bozeman, MT
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyAdvisor, Finance Operations
Finance internship job in Helena, MT
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas
Finance internship job in Bozeman, MT
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
* Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
* Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
* Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
* Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
* Medical, dental, vision, disability and accidental death and dismemberment insurance.
* Pension, 401(k) and retiree medical plans.
* Ongoing support, training and opportunity for professional growth as you build your business.
* Well-being programs to help you manage your physical, emotional and financial health.
* Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
* Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyProject Analyst Intern
Finance internship job in Helena, MT
**Req number:** R6619 **Employment type:** Full time **Worksite flexibility:** Remote **Who we are** CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise.
**Job Summary**
As the Project Analyst Intern, you will understand and perform the project lifecycle on software projects.
**Job Description**
We are looking for a **Project Analyst Intern** to understand and perform the project lifecycle on software projects. This position will be a **full-time internship** and **remote.** The internship dates are June 1, 2026 to July 31 2026.
**This internship is a full-time opportunity requiring a commitment of 40 hours per week. Candidates must be available during core business hours (8:30 am EST to 5:00 pm EST) for the entire 9-week duration of the program. Please note that all work must be performed within the United States. This position does not offer work authorization sponsorship now or in the future. Candidates requiring sponsorship will not be considered.**
**What You'll Do**
+ Gain real-world work experience in a corporate environment
+ Gain in-demand business skills and critical competencies
+ Immersion in CAI's diverse and inclusive culture
+ Opportunity to collaborate with other interns on a community outreach project
+ Exposure to CAI's leaders through the Executive Connections Program
+ Interactive, social events
+ Ability to organize tasks in a logical and cohesive manner
+ Knowledgeable in understanding the software development life cycle and risks and issues associated with software projects
+ Ability to understand project life cycles, including the elements of project planning, project execution and project controls
+ Experienced in identification of risks and issues, documentation creation, and project note gathering
+ Ability to write professionally
+ Assist with proposal and bid development for future work engagement
+ Knowledgeable on project management principles and can organize a project plan/outline to schedule and drive their own work. This candidate must be self-driven and have the ability to work independently with guidance from senior staff
+ Work collaboratively with other individuals in the intern program to provide a final presentation on the client topics in the news
+ Experience with public speaking
+ Participate in the client events throughout the internship
**What You'll Need**
Required:
+ College experience in the areas of project management, management information systems, business administration, or similar
+ Working knowledge of general office equipment such as printer, scanner, and PC
+ Understanding of office management systems, as well as procedures
+ High proficiency in Microsoft Office Suite including Word, Excel, and PowerPoint
+ Current Junior in their undergraduate year with a 3.5 GPA or higher
Preferred:
+ Proficiency in Microsoft Project and Vision a plus
+ Former internships in government or project management organizations preferred
+ Excellent time management skills
+ Strong organization and attention to detail
**Physical Demands**
+ Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards
+ Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.
+ Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor
**Reasonable accommodation statement**
If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 - 8111.
$17 p/h
The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages for this role will include medical coverage as well as 401k retirement account access. Employees in this role may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.
Financial Aid Specialist I
Finance internship job in Billings, MT
Information NBAPOSN Title Working Title Financial Aid Specialist I This position requires exemplary customer service skills, a willingness to listen carefully, above average written and verbal communication skills, the ability to understand complex financial aid processes, and be able to work well under pressure. Our customers' first impression of the Financial Aid Office will often be based on interaction with this position. The information provided must be accurate and timely. The functions of this position will be performed at McMullen Hall on the senior campus and at Jacket Student Central at City College. Immediate supervision of this position will be performed by the Financial Aid Associate Director.
Position Number
Department
Financial Aid & Scholarships
Division
Student Access and Success
Appointment Type
Classified
Contract Term
Semester
If other, specify From date
If other, specify End date
FLSA
Union Affiliation
FOCUS-MFPE
FTE
1.0
Benefits Eligible
Yes
Compensation
Hourly
Salary
Salary range of $ 14.597 to $ 18.246 hourly, commensurate with experience, education, and qualifications
Contract Type
Classified Hourly
If other, please specify
Recruitment Type
Open
Position Details
General Statement
Montana State University Billings is a preferred employer in the region-WE WANT YOU!The following are reasons why you should join our team:
Work-life balance
Holidays-10 paid holidays per year and 1 Floating Holiday
Vacation- 15 days per year (New Employees to 10 years; after 10 years the accrual rate increases)
Sick Leave - Earned at an accrual rate of .0416125 for each hour in pay status.
Employee and Dependent Tuition Waiver
Opportunities to engage in professional development opportunities
Committed to employee wellness and access to a robust Employee Assistance Program
Medical Benefits that are robust and affordable
Visit MUS Benefits to learn more about our benefit package including
Medical, Vision, and Dental
Life Insurance and Long Term Disability are incorporated into our benefits
Learn more about our retirement benefits at MUS Retirement
Opportunities for career growth and a variety of career paths
Campus vibrancy- coffee shops, FREE attendance to MSUB concerts, athletic events, and lectures, access to recreation center, library, etc.
Beautiful campus environment that features our MSUB Mile walking path
Duties and Responsibilities
DUTIES and RESPONSIBILITIES: Customer Service:
Provide front desk support at the Financial Aid Office in McMullen Hall and be available for financial aid assistance for Jacket Student Central at the City College of MSU Billings;
Available for University campus and City College events such as orientation, new student registration and occasionally for evening hours;
Screen and refer customers to appropriate internal and external resources, departments and offices;
Explain clearly a student's financial aid offer;
Understand why a student has not yet been packaged;
Analyze client requests to determine the appropriate form, application or documentation to be provided based on customers request and circumstances involved
Document Processing and Communication:
Open, sort, prioritize, distribute and file incoming mail and documents received in compliance with office procedures;
Review all applications, forms, and documents received for accuracy, completion, and compliance with federal, state and institutional guidelines;
Track customer requests and prepare written correspondence including preparing packets of material based on those requests;
Generates email, paper letters, or ROAMESG notifications to students regarding missing information, aid offers, revisions, SAP, etc;
Responsible for assisting the Specialist II staff with dedicated outreach to students through letters, email and phone regarding Satisfactory Academic Progress, dependency override decisions, professional judgment decisions, or other requests as needed;
Screen, review and process returned mail due to incorrect, insufficient or incomplete addresses;
Return voice mail messages and respond to requests from the Financial Aid Office email in a timely manner
Meet with parents and prospective students;
Provide financial aid counseling in person, by phone, and email for students, parents, and departments on campus;
Inputs documents and forms requested by individual financial aid specialists into Banner on a daily basis;
Work closely with all Financial Aid staff
File Review and Verification of Student Data and forms:
Review student eligibility;
Verify financial information;
Determine basic student and financial need eligibility;
Package and disburse aid;
Perform financial aid offer revisions;
Ensure compliance with all federal, state, and institutional regulations;
Make necessary corrections to data provided;
Communicate with students when additional information or clarification is needed;
Work collaboratively with other offices in order to meet the needs of individual student.
Examples of areas of responsibility that may be performed by the Financial Aid Specialist I:
Work Study Program;
Scholarship processing and packaging
Office Management;
Tuition Waiver processing;
Web page updating and design
Participation in professional development campus opportunities and committees;
Third party resources;
Online student responsibilities Continuous Quality Improvement:
Work with the Director of Financial Aid to identify specific goals and expected outcomes, develop and implement an assessment plan to evaluate progress toward the attainment of the goals, and utilize the assessment data to revise procedures and processes to achieve the expected outcomes for the office;
QUALITIES:
Exemplary customer service skills;
Thorough knowledge of all financial aid forms, applications, and documents;
Excellent verbal and written communication skills;
Comfortable using personal computer for internet, search engines, Microsoft and Outlook programs;
Ability to accurately interpret data in Banner from the Financial Aid, Admissions, Registrar, and Accounts Receivable components;
Ability to work well with diverse populations in a sensitive non-threatening manner
Understand federal, state, and institutional policies, procedures, and regulations and the ability to conduct research for specific questions;
Thorough knowledge of and compliance with FERPA guidelines;
Thorough knowledge of services and offices located on the University campus and City College campus;
Thorough knowledge of office procedures and financial aid process when preparing documents for filing or pulling for a file reviewer;
Accurate calculator and keyboarding skills;
Ability to make decisions, prioritize and efficiently and effectively balance many projects at a time.
Willing to speak to audiences;
An attention for details;
Ability to work independently and in a team oriented environment;
Knowledge of Banner financial aid module
Understand federal, state, and institutional packaging philosophies and rules;
Thorough knowledge of financial aid forms required for eligibility and verification purposes;
Knowledge of the goals and outcomes of the Office of Financial Aid & Scholarships;
Ability to assess and evaluate progress toward attainment of goals and outcomes;
Data collection skills;
Ability to evaluate assessment data and revise processes and procedures to more effectively attain goals and outcomes
Required Qualifications - Experience, Education, Knowledge & Skills
Education Required: High School Diploma Experience Required: Related office and/or business experience
Preferred Qualifications - Experience, Education, Knowledge & Skills
Education Preferred: Bachelor's degree preferred Experience Preferred: Worked in a financial aid office or performed finance-related work
The Successful Candidate Will
Special Requirements
Physical Demands
This position has supervisory duties?
No
Posting Detail Information
Announcement Number
STAFF - VA - 2600021P
Number of Vacancies
1
Desired Start Date
Position End Date (if temporary)
Open Date
10/23/2025
Close Date
11/06/2025
Open until filled
Yes
Special Instructions Summary
Applicants will be reviewed and interviewed on an ongoing basis after the screening date. The screening date begins 10 calendar days after a position is posted on the employment website.
Quick Link for Internal Postings
************************************************
Diversity Statement
Montana State University Billings is committed to providing a working and learning environment free from discrimination. As such, the University does not discriminate in the admission, access to or conduct of its educational programs and activities nor in its employment policies and practices on the basis of race, color, religion, national origin, ethnicity, creed, service in the uniformed services (as defined in state and federal law), veteran status, gender, age, political beliefs, marital or family status, pregnancy, physical or mental disability, genetic information, gender identity, gender expression, or sexual orientation or preference. In support of the University's mission to be inclusive and diverse, applications from qualified minorities, women, veterans and persons with disabilities are highly encouraged.Montana State University Billings makes accommodation for any known disability that may interfere with an applicant's ability to compete in the hiring process or an employee's ability to perform the duties of the job. In compliance with the Montana Veteran's Employment Preference Act, MSU Billings provides preference in employment to veterans, disabled veterans, and certain eligible relatives of veterans. To claim veteran's preference or request accommodation, contact the Human Resources Office, Montana State University Billings, 1500 University Drive, Billings, MT 59101-0298, ************, ****************************** Billings Non-Discrimination Policy and Discrimination Grievance Procedures can be located on the MSU Billings Website: ******************************************
Financial Representative Entry Level
Finance internship job in Cheyenne, WY
Job DescriptionBenefits:
Retirement Benefits
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative Entry Level
Finance internship job in Cheyenne, WY
Benefits:
Retirement Benefits
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact-both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE as one of the “World's Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business:Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men's Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $65,000.00 - $85,000.00 per year
Auto-ApplyPatient Financial Advisor
Finance internship job in Kalispell, MT
At Logan Health, we're more than just a healthcare provider-we're a community. Nestled in the heart of Montana, we are committed to delivering exceptional care to our patients while fostering a supportive and collaborative work environment for our team. As a member of Logan Health, you'll be part of a dynamic team that values compassion, innovation, and excellence. We offer opportunities for growth, comprehensive benefits, and a chance to make a meaningful impact in the lives of those we serve. Come join us and experience the Logan Health difference, where your passion meets purpose in a place, you'll be proud to call home.
Our Mission: Quality, compassionate care for all.
Our Vision: Reimagine health care through connection, service and innovation.
Our Core Values: Be Kind | Trust and Be Trusted | Work Together | Strive for Excellence.
Join the Patient Financial Advising Team!
Location: Logan Health Medical Center - Kalispell, Montana
Shift: Day Shift - 8 Hours | Full-Time - 40 Hours
Are you passionate about making a meaningful impact in healthcare and helping patients navigate their financial journey? At Logan Health, we are seeking an enthusiastic and compassionate Patient Financial Advisor to join our team. In this dynamic role, you will be the go-to expert for patients and their families, guiding them through financial responsibilities and presenting various payment options with empathy and clarity. You will play a vital role in connecting patients with resources, including assisting with Financial Assistance applications and partnering with pharmaceutical companies to secure grants and financial aid. Your commitment to providing exceptional support will help our patients focus on their health and well-being, driving our mission to deliver outstanding care.
Key Responsibilities:
Conduct bedside interviews with patients to explain financial responsibilities and document all interactions.
Process Financial Assistance applications according to policies and guidelines.
Collect payments at the point of service, set up payment plans, and update the Accounts Receivable system.
Assist patients with pharmaceutical assistance programs following established procedures.
Review provider and chemotherapy schedules, monitor insurance claims, and coordinate follow-up with billing.
Evaluate chemotherapy protocols to determine insurance coverage and patient responsibility.
Collaborate with clinical staff for pre-authorization or other financial needs impacting scheduled services.
Meet with patients to address financial questions and coordinate with relevant departments.
Maintain communication deadlines and work toward team goals.
Provide a welcoming, caring, and service-oriented patient experience.
Maintain consistent attendance as scheduled.
Basic Qualifications:
1+ years of experience with basic accounting principles and mathematical computations including percentages required.
Proficient with technology; including proficiency in Microsoft Office Suite, with intermediate knowledge of Microsoft Excel, including data entry, formulas, and basic functions.
Ability to effectively and clearly convey financial information, concepts, and programs to various audiences.
Preferred Qualifications:
Prior experience in a healthcare organization working with clinicians, insurance carriers, and government entities.
Possess an understanding of the confidentiality laws that govern the provider-patient relationship, including but not limited to HIPAA guidelines.
Excellent verbal and written communication skills.
Possess the ability to learn other software as needed.
Excellent organizational skills, detail-oriented, a self-starter, possess critical thinking skills and be able to set conflicting priorities.
Commitment to working in a team environment and maintaining confidentiality.
Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy.
---
Qualifications:
Proficient with computers including Microsoft Office and spreadsheets required. Possess the ability to learn other software as needed.
Proficient with basic accounting principles and mathematical computations including percentages required. Perform ten key by touch preferred.
Prior experience in a healthcare organization working with clinicians, insurance carriers, and government entities preferred.
Possess an understanding of the confidentiality laws that govern the provider-patient relationship, including but not limited to HIPAA guidelines.
Excellent organizational skills, detail-oriented, a self-starter, possess critical thinking skills and be able to set priorities and function as part of a team as well as independently.
Commitment to working in a team environment and maintaining confidentiality as needed.
Excellent verbal and written communication skills including the ability to communicate effectively with various audiences.
Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy.
Job Specific Duties:
Performs bedside interviews with patients as applicable to assigned area(s) and per department protocol. Explains financial responsibilities, options and and documents all patient interactions in notes.
Reviews and processes Financial Assistance applications and administers program in accordance with documented policies and practices.
Performs Point of Service Collections (POS). Denotes any agreed upon payment arrangements and posts deposits collected into the Accounts Receivable (A/R) system.
Assists patients with potential pharmaceutical assistance programs in conjunction with policies and procedures.
Coordinates with clinical staff as needed for clinical information for pre-cert/pre-auth or financial situations, which may have an effect on, scheduled services.
Meets with patients to discuss questions regarding the financial portion of the patient's care. Coordinates with other departments as applicable.
Screens patients for potential third party payment assistance and connects patient with appropriate resources. Obtains certification as Market Place associate each year prior to open enrollment. Assists patients in navigating The Market Place website and explaining various insurance choices.
Adheres to communication deadlines and strives to attain goals.
Supports and models a welcoming, caring and service oriented experience.
Assists in navigating The Market Place during open enrollment periods and provides patients with estimated out-of-pocket charges for specific services being rendered.
The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position.
Maintains regular and consistent attendance as scheduled by department leadership.
Shift:
Day Shift - 8 Hours (United States of America)
Location: Logan Health Medical Center - Kalispell, Montana
Shift: Day Shift - 8 Hours | Full-Time - 40 Hours
We are committed to creating a supportive, team-driven environment where your skills can flourish. Our organization operates 24/7, offering flexibility in your schedule while empowering you to be a part of something bigger-improving healthcare outcomes for all.
Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed.
Notice of Pre-Employment Screening Requirements
If you receive a job offer, please note all offers are contingent upon passing a pre-employment screening, which includes:
Criminal background check
Reference checks
Drug Screening
Health and Immunizations Screening
Physical Demand Review/Screening
Equal Opportunity Employer
Logan Health is an Equal Opportunity Employer (EOE/AA/M-F/Vet/Disability). We encourage all qualified individuals to apply for employment. We do not discriminate against any applicant or employee based on protected veteran status, race, color, gender, sexual orientation, religion, national origin, age, disability or any other basis protected by applicable law. If you require accommodation to complete the application, testing or interview process, please notify Human Resources.
Auto-ApplyFinancial Advisor
Finance internship job in Kalispell, MT
Job Description
Embark on a fulfilling career dedicated to helping individuals and families achieve long-term financial well-being. In this role, you will guide clients through pivotal life stages-planning for education, navigating major expenses such as mortgages and healthcare, and preparing for a secure and confident retirement. Whether you are launching a new career, expanding an existing practice, or beginning your professional journey, we provide robust training, tailored support, and a comprehensive suite of financial solutions to position you for success.
As a Financial Advisor, you will have the opportunity to cultivate lasting client relationships, enjoy the autonomy of an independent practice, and benefit from significant earning potential-all while making a meaningful impact on clients' lives as they move through both significant milestones and life's more challenging moments.
Compensation:
$50,000 - $150,000+ at plan commission
Responsibilities:
Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
Actively prospect and generate new business opportunities through networking, referrals, and community involvement.
Qualifications:
Desired Skills & Qualifications:
Bachelor's Degree or equivalent in work experience.
Excellent communication and relationship-building skills.
Integrity and Strong Work Ethic.
Business-Minded Spirit.
Confidence and Resilience.
Competitive Advantages:
Extensive professional development, training, and mentoring programs.
Industry leader with excellent financial strength and impeccable integrity.
Innovative market development tools.
State-of-the-art financial analysis software.
Flexibility to balance career and personal needs.
Excellent compensation and benefits.
Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.
This position is not fully remote.
Securities and investment advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 20 Village Loop Rd, Kalispell, MT 59901. Mountain Peak Wealth Solutions is independent of Equity Services, Inc. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc., TC134244(0623)1 Recruiting Purposes Only.
Job Types: Full-time, Contract
Pay: $50,000 - $150,000 per year
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Referral program
Retirement plan
Vision insurance
Compensation Package:
Commission pay
Ability to Commute:
Kalispell, MT 59901 (Preferred)
Ability to Relocate:
Kalispell, MT 59901: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Kalispell, MT 59901
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
Staff Accountant Internship
Finance internship job in Casper, WY
Thank you for showing interest in our internship program. Our program offers an excellent opportunity to gain valuable experience from our comprehensive tax and assurance services. As an intern, you will receive full-time paid seasonal positions that not only provide exposure to the public accounting environment but also enable you to experiment and explore beyond traditional accounting techniques.
In addition to tax and assurance services, you will also be trained in consulting, bookkeeping, and payroll services, which will add significant value to your professional portfolio. Our internships offer a perfect blend of theoretical and practical knowledge to boost your growth in the accounting industry.
We encourage all eligible candidates pursuing a degree in accounting, finance, business, or related fields to submit their applications. We look forward to hearing from you soon!
Financial Aid Specialist
Finance internship job in Browning, MT
Department
Enrollment Services-Financial Aid Office
Personnel Definition
Classified Position, Regular Full-Time
Term of Employment
12 months/year, 26 pay periods
FLSA
Non-exempt
Supervision Received
The levels of supervision received (chain of command) are:
● Financial Aid Director
● Vice President for Academic Affairs
● President
Supervision Exercised
None
General Statement of Duties
Incumbent is under the general direction of the Financial Aid Director and is responsible for assisting the student in a wide range of information, concerns, problems, and instructions related to the Financial Aid area that students encounter while entering and attending college, in maintaining office procedures in accordance to Federal rules and regulations and in supporting and maintenance the filing system for all phases of financial aid, student records, programs and documentation in the Financial Aid Department to accomplish the department and BFCC goals and objectives in accordance with the established BFCC standards and procedures.
Specific Area of Duties
● Excellent communication skills, both oral and written;
● Excellent interpersonal skills,
● Ability to work accurately and pay close attention to details;
● Ability to apply critical thinking skills; ability to perform multiple tasks with frequent interruptions,
● Ability to analyze data, forecast, and plan,
● Work under pressure, solve problems, accept and implement change.
● Advise and assist students with financial aid applications and other issues and concerns as they arise;
● Coordinate and work with students and parents on the FAFSA, inform students of missing information, and educate students on other financial aid programs, but are not limited to: Federal Pell Grant, Federal Student Loans, State, local, and institutional scholarships.
● Maintain scholarship listings on the computer and on the bulletin board; provide the most current data available to students; and aid students in uploading photos and documents, brochures, and in scanning and emailing such material, in relation to the scholarship requirements. Work with the BFCC Media Specialist on marketing items and updates to scholarships, emails, FAFSA, disbursement dates, etc.
● Collect and process documentation required for verification of a student's financial aid application in accordance with federal regulations.
● Conduct financial aid informational presentations to special groups as needed.
● Assist with reporting by collecting data for annual reports.
● Keep a daily log of activities.
● Assist in the management of the student's financial aid file;
● Assist in updating financial aid forms, when needed;
● Computer data entry and other related duties as assigned;
● Maintain proper records retention policy and documentation of Financial Aid records and storage;
● Attend training workshops and conferences to learn and stay current on financial aid regulations and processing.
● Work overtime, weekends, evenings during peak processing seasons;
● Perform other duties as assigned by the Financial Aid Director
Qualifications
Associate degree required in Business, Accounting, Information Systems, Education, or a closely related field.
Minimum of two (2) years of experience working in:
● Financial Aid
● Student Services
● Higher Education Administration
● Veterans Services
● Or a comparable regulatory or compliance-based office.
Demonstrated experience working with complex procedures, regulations, and confidential student records.
Ability to interpret and apply federal financial aid regulations, including but not limited to:
● FAFSA processing
● FERPA compliance
● Title IV programs
Strong customer service experience assisting students and their families.
Proficiency in computer systems, including student information systems, databases, and Microsoft Office (Word, Excel, Outlook) and Google Systems (Gmail, Docs, Sheets).
Position requires a successful background investigation.
Knowledge, Skills & Abilities Required
Knowledge Required:
● PowerFAids/Jenzabar Program knowledge and training are required. However, if the incumbent lacks this knowledge, training will be provided.
● Proficient in computer knowledge.
● Extensive knowledge of all financial aid programs, rules and regulations, BFCC policies and procedures, and accounting principles.
Skills Required:
● Extensive customer service experience.
● Strong writing and verbal communication skills.
● Human relations and presentation skills required.
● Detail-oriented with planning skills.
● Keyboarding and a functional knowledge of word processing, spreadsheets, data entry, and database management.
● Mathematical skills to make calculations and reconcile records.
● Good problem-solving skills.
● Computer skills (data entry, document imaging, and word processing) required.
● Excellent organizational skills.
Abilities Required:
● Ability to maintain accurate records and convey complex technical information to students, staff, and the public.
● Ability to operate electronic, photocopier, or other standard office machines.
● Ability to maintain complex filing systems and records.
● Ability to work independently and as a team member, use judgment and discretion, prioritize work and meet deadlines, and be accurate and attentive to details.
Complexity
This position requires extensive knowledge of the principles, techniques, and ethics, particularly in working with Native Americans and in Adult and Higher Education.
Personal Contacts
Has contact with BFCC personnel in all departments, students, community, and state and federal programs staff, and other related entities and persons that are necessary to contact to conduct the day-to-day business operations of the Financial Aid Department.
Physical Demands
Work is performed in a typical office environment. Duties require extensive use of computers and office equipment. The noise level in the work environment is usually quiet. Typical office work demands apply; walking, standing, and desk sitting are required. Some lifting will be required (i.e., books, office equipment, and other miscellaneous materials).
Guidelines
This position will be guided by:
● Position Description
● Employee Contract
● BFCC Policies and Procedures Manual
● BFCC Catalog
● All applicable tribal, federal, and special policies, laws, rules, and regulations applied.
Financial Advisor
Finance internship job in Bozeman, MT
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyAdvisor, Finance Operations
Finance internship job in Helena, MT
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Representative Entry Level
Finance internship job in Laramie, WY
Benefits:
Retirement Benefits
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact-both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE as one of the “World's Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business:Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men's Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $65,000.00 - $85,000.00 per year
Auto-ApplyFinancial Representative Entry Level
Finance internship job in Laramie, WY
Job DescriptionBenefits:
Retirement Benefits
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.