Finance internship jobs in Bloomington, IN

Eight Eleven Group is looking for an Indianapolis-local college student looking to enhance their career in marketing, hiring and college relations through an internship. This internship will assist in Eight Eleven Group's university recruiting events (including setting up interview schedules and networking events), recruiting internal candidates for all 33 locations and working with potential candidates through their interview process. Intern will be in charge of communicating with nation-wide universities in effort to market available opportunities with our growing company. Intern will source potential candidates for Internal Hiring Team utilizing professional networking sites and job boards. Ideal candidate will possess excellent communication and interpersonal skills, strong attention to detail, be extremely outgoing and possess the ability to multi-task under strict deadlines. No travel is required. This is a high profile position within our Corporate Headquarters. Qualifications: Ability to work in-person in our Indianapolis office for at least 15 hours per week Detail oriented, task driven with great follow through Highly self-motivated; able to work as part of a team and independently Excellent written, communication & presentation skills Hours are flexible; up to 5 days/week or shared work is a possibility Please visit the link below to learn more about the exciting culture you will be a part of and recruiting candidates to join! ********************************

In this role, you will make an impact in the following ways: **Financial Analyst** - Provide financial and business analysis support for an entity, business segment, or corporate function. Financial Liaison for Non-Finance Leaders, providing reporting and analysis support. Lead, as well as participate, in process improvement efforts. **To be successful in this role you will need the following:** **Financial Analyst** - Provide financial and business analysis support. - Prepare statistical reporting, including financial performance, variance, and cost analysis. - Prepare and compile annual budgeting and periodic forecasting data. - Compile and prepare financial results and explanations to management. - Prepares standard cost data and monthly cost updates, analyzes cost variances determining root causes and makes recommendations for improvement. - Involved in the month-end close process, including the preparation of journal entries and account reconciliations. **Risk Insurance Analyst** - Assists in the day-to-day management and operations of the Corporate Risk Insurance department. - Supports the Risk Insurance team in the coordination and placement of the Company's global Commercial insurance programs (property, umbrella, liability, cargo, etc.) by preparing various insurance reports and analyses. - Reviews risk management and insurance data and policies to assist in decision making. - Analyze insurance, loss engineering reports and related items in order to mitigate the Company's exposures to potential loss. **Finance Systems Support Analyst** - Supports the implementation, administration, and ongoing maintenance of finance systems. - Develops an understanding of financial, accounting and treasury concepts and how to apply them to finance systems. - Supports the development, testing, and delivery of systems improvement initiatives. - Partners with finance systems team members, information technology teams and project management specialists to develop, test and deliver finance system applications. - Works with end users in developing customized reports and ad hoc analysis. **RESPONSIBILITIES** **Degree Programs Considered** : Bachelor's, Master's **Major Programs Typically Considered** : Finance, Accounting, Economics, Management Information Systems, or Risk Insurance **2026 Monthly Salary Range by Degree Level:** **Bachelors** : $3,500 - $4,400 Monthly **Masters:** $5,600 Monthly **MBA:** $7,000 - $9,400 Monthly Please note that the salary range provided is a good faith estimate on the applicable range. The final salary offer will be determined after considering relevant factors, including a candidate's qualifications and experience, where appropriate. **Cummins Internship program criteria:** + Must be a full-time enrolled student pursuing an undergraduate or graduate degree at an accredited U.S. college/university + Minimum 2.5 GPA + Must be able to complete a minimum of 10 weeks or a maximum of 12 weeks commitment + Must be able to complete 40 hours per week + Willingness to learn from others on the job + Must currently reside within the continental U.S. **Cummins and E-verify** At Cummins, we are an equal opportunity and affirmative action employer dedicated to diversity in the workplace. Our policy is to provide equal employment opportunities to all qualified persons without regard to race, gender, color, disability, national origin, age, religion, union affiliation, sexual orientation, veteran status, citizenship, gender identity and/or expression, or other status protected by law. Cummins validates right to work using E-Verify. Cummins will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization. **QUALIFICATIONS** Ready to think beyond your desk? Apply for this opportunity to start your career with Cummins today. careers.cummins.com Not ready to apply but want to learn more? Join our Talent Community to get the inside track on great jobs and confidentially connect to our recruiting team: ****************************** **Job** Finance **Organization** Cummins Inc. **Role Category** On-site with Flexibility **Job Type** Student - Internship **ReqID** 2422734 **Relocation Package** No **100% On-Site** No **Cummins and E-Verify** At Cummins, we are an equal opportunity and affirmative action employer dedicated to diversity in the workplace. Our policy is to provide equal employment opportunities to all qualified persons without regard to race, gender, color, disability, national origin, age, religion, union affiliation, sexual orientation, veteran status, citizenship, gender identity and/or expression, or other status protected by law. Cummins validates the right to work using E-Verify and will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization. Visit *************** to know your rights on workplace discrimination.

**Job Category:** Finance Assists in the preparation of budgets and forecasts for the Company with specific focus on select line items (Cost Centers). Prepares and analyses budget vs. actuals on a monthly basis. Researches and resolves variances and discrepancies. **ESSENTIAL DUTIES** _To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions._ + Assists in the preparation of annual and 5-year budgets. Meets with cost center owners and presents budgets to executive management team. + Assists in the preparation of quarterly forecasts. Presents reports to management summarizing expenses and assists in adjusting the forecast based on findings. + Prepares various financial reports on an on-going basis, such as monthly budget vs. actual comparisons; formulates monthly financial review documents, monthly cost center reports, etc. + Analyzes monthly results of all expenses and expenditures including labor costs, overtime, etc. Ensures proper coding of expenses with the general ledger. Researches and resolves any discrepancies or variances. Attends meetings with respective cost center owners and VPs. + Assists in the preparation of reports for the Board of Directors. + Performs other duties, analyses, reports, and presentations as assigned. **REQUIRED KNOWLEDGE, SKILLS AND ABILITIES** _The requirements listed below are representative of the knowledge, skill, and/or ability necessary to perform this job._ EDUCATION and/or EXPERIENCE. + Bachelor's degree (B.A. / B.S.) in Accounting, Finance or related field or the equivalent combination of education and experience. + At least 1 year of related experience. + Advanced Microsoft Office skills. Strong analytical skills. PREFERRED EDUCATION and/or EXPERIENCE At least 3 years financial reporting experience. LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. REASONING/PROBLEM SOLVING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. DECISION MAKING Makes limited decisions and determines best methods to solve problems by referring to established precedents and policies. Impact of decisions is moderately low. **PHYSICAL DEMANDS** _The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job._ Able to move about the work environment. Frequently required to stand, walk, sit, talk and hear. **WORK ENVIRONMENT** _The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job._ Typically not exposed to extreme environmental conditions. **TRAVEL REQUIREMENTS** Travel up to 10% of the time, including overnight travel. **EQUAL OPPORTUNITY EMPLOYER, DISABILITY, AND VETERAN ACCOMODATIONS** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. **Equal Opportunity Employer, Disability and Veteran Accommodations** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Founded in 1974 and headquartered in Indianapolis, Indiana, Republic Airways is one of the largest regional airlines in North America. Republic operates a fleet of 200+ Embraer 170/175 aircraft and offers scheduled passenger service with 900 daily flights to 80+ cities in the U.S. and Canada. Republic continues to lead the way in innovation and operational excellence for 50 years. The unrivaled work being done by our over 6,000 Associates sets us apart from the competition. We are in an era of growth and untapped potential across the aviation industry. It's an exciting time to be part of our Company, from corporate positions to the flight deck. No matter your role, your opportunities are elevated at Republic Airways. Republic Airways fosters a culture of trust, respect, care and fun. We believe our people and the passion they bring to their work is what distinguishes us. We work to encourage, support and invest in our Associates both professionally and personally. We live and breathe our Vision, Mission, Culture Statement and Guiding Principles - those words are put into action each and every day at Republic.

**This is a Hybrid based role - 3 days a week in Pittsburgh - T, W, TH** **SUMMARY OF JOB RESPONSIBILITIES** This job has the goal of providing the opportunity to acquire practical experience through direct exposure to the related business line(s) and to develop the next generation of diverse business professionals. To that end, the program will provide hands-on training and experience in the business line, expose the various career opportunities in the business line and related areas, and prepare participants for positions in the business. Typical responsibilities include, providing services to the day-to-day operating objectives of the assigned area, participating in projects and programs appropriate to the needs of the assigned area, participating in the planning and implementation of projects and initiatives, conducting research and reporting including recommendations or proposals for action. The role is within the health plan finance organization with a specific focus in areas including: + Forecasting financial performance and analyzing financial trends. + Prepare monthly financial reports, analyzing variances against budget, forecast, and prior year. + Collaborate with cross-functional teams (e.g., Actuarial, Sales, Pharmacy, Underwriting) to gather data, understand business drivers, and provide financial insights. + Utilize data analytics and visualization tools to create dashboards and reports that effectively communicate financial performance to stakeholders. + Develop clear and concise presentations to communicate financial insights and recommendations. + Identify and implement process improvements to enhance the efficiency and accuracy of finance business processes. **REQUIRED QUALIFICATIONS** + Full or part-time enrollment in an accredited college or university baccalaureate program. **PREFERRED QUALIFICATIONS** Degree path in one of the following + Bachelor of Science in Finance + Bachelor of Science in Accounting + Bachelor of Arts in Economics + Bachelor of Business Administration (BBA) with a concentration in Finance + Bachelor of Science in Financial Mathematics + Bachelor of Science in Computer Science **Anticipated Graduation date 2027 or 2028** **ESSENTIAL JOB FUNCTIONS** 1. Communicate effectively while interacting directly with colleagues, clientele, and/or other internal or external constituencies in the planning of assignments and the resolution of day-to-day operational problems. 2. Under supervision, provide entry-level professional services as appropriate to the day-to-day operating objectives of the area. Receives guidance, training, and mentoring from senior personnel in planning and carrying out activities and assignments. 3. Undertake and/or participates in projects and programs designed to develop professional skills and expertise appropriate to the needs of the organization. 4. Participate in the planning and implementation of unit projects and initiatives within area of expertise and ability. 5. As specifically requested by management, conduct research and reporting inclusive of recommendations or alternative proposals for action. 6. Undertake related studies or enrichment programs as appropriate to the specific objectives of the operating unit. 7. Perform miscellaneous job-related duties as assigned. **_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._ **_Compliance Requirement:_** _This position adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies_ As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements. **Pay Range Minimum:** **Pay Range Maximum:** _Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._ Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law. We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below. For accommodation requests, please contact HR Services Online at ***************************** California Consumer Privacy Act Employees, Contractors, and Applicants Notice Req ID: J270566

JOIN THE TEAM THAT'S POWERING PROGRESS Building cities. Driving commerce. Saving lives. For over 100 years, Allison Transmission has powered the vehicles and technology that move our world forward. What powers us? Our employees. From the first person hired by James Allison in 1915 to the thousands across the globe who work for Allison today, we're driving progress everywhere because we employ top talent worldwide. Learn more about this role and how you can begin driving your career forward! Job Title: Summer 2026 Finance Intern Job Description: What you will do: Assist with financial analysis: Support the finance team by collecting, organizing, and analyzing financial data. Monthly & quarterly deliverables: Assist the finance team in performing monthly and quarterly financial close and reporting tasks. Collaboration & Exploration: Work within the different teams of a corporate finance department. Experience financial planning & analysis, pricing, accounting, financial reporting, and more. Prepare presentations: Develop and present a presentation covering project specific work to finance leadership Document and improve processes: Document key finance processes and help identify opportunities for improvement and automation. Mentorship and networking: Receive guidance from experienced finance professionals and build your network through intern-specific events. Who we are looking for: Currently enrolled as a full-time college student, having completed at least two years of coursework. Pursuing a bachelor's degree in Finance, Accounting, Business, or a related field. Strong analytical skills with a high level of attention to detail and accuracy. Proficiency in Microsoft Excel is required; experience with Power BI or other analytics tools is a plus. Excellent written and verbal communication skills. Ability to manage multiple priorities in a fast-paced, collaborative environment. Motivated and eager to learn. Primary Location: Indianapolis, IN Additional Locations: Allison Transmission is an equal opportunity employer. We have opportunities for all qualified applicants regardless of age, race, color, sex, religion, creed, national origin, disability, sexual orientation, gender identity/expression or veteran status. If you are an individual with a disability or a disabled veteran requiring assistance and/or reasonable accommodations reviewing any of the careers information, please contact us at ati+*********************** . Please note that Allison Transmission will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Allison Transmission will not solicit money or banking information from applicants.

Are you ready to turn your classroom knowledge into real-world experience? Do you enjoy collaborating with others and working as part of a team? If so, the Federal Home Loan Bank of Indianapolis (FHLBank) invites you to apply for our 2026 Summer Internship Program! We're looking for well-rounded, motivated students to join us for a 10-week paid internship where you'll gain hands-on experience, build your professional network, and develop valuable skills in a dynamic business environment. What You'll Experience As a Financial Controls Intern at FHLBank, you'll: Contribute to the daily operations of the Financial Controls team Reconcile daily accounts to ensure accuracy and completeness Post daily journal entries in accordance with accounting standards Assist with the daily general ledger close process Support various ongoing and ad hoc projects Participate in initiatives related to accounting, financial reporting, and internal controls over financial reporting Apply strong problem-solving and communication skills to collaborate across teams and present analytical results effectively Contribute to meaningful projects that align with your field of study Gain exposure to the finance and banking industry Participate in team-building activities, a group project, a community service event, and professional development sessions (including dining etiquette!) Who We're Looking For We're seeking students who: Have completed at least their sophomore year of undergraduate studies. Are majoring in Accounting and/or Finance Communicate effectively, both in writing and verbally Work well independently and in team settings Are detail-oriented, organized, and eager to solve problems Program Highlights 10-week paid internship: Monday, June 1 to Friday, August 7 Flexible hybrid workforce model: Onsite three days a week and two days remote. Competitive hourly rate “Dress for your day” dress code: You choose the appropriate work attire based on what your day looks like. Professional development and networking opportunities Inclusive and collaborative work environment Ready to apply? Submit your resume and cover letter. We look forward to learning more about you! The Federal Home Loan Bank of Indianapolis is an Equal Opportunity Employer.

Milliman's Indianapolis Health Practice is seeking a Healthcare Account Executive Intern (Summer 2026) to support our consulting work with life sciences clients. This internship is designed to give up-and-coming business leaders the opportunity to gain insight into the healthcare industry and help create solutions and strategies for our clients. Interns will research key topics in the healthcare industry and regularly present findings back to our internal client teams to support work for life sciences clients. Interns will collaborate with other interns, account executives, project managers, and editorial and creative staff to strengthen healthcare expertise and create presentations that meet our high-quality expectations. If you are looking to join a group of smart, talented interns - consider our program! Responsibilities In this role, you will: Draw upon your research and communication skills to complete a series of projects on key topics in the healthcare industry Present key findings back to internal teams to support client work Collaborate with and provide feedback to creative staff during development of marketing materials Develop and track progress on detailed project plans to serve as a critical communication tool Engage internal subject-matter experts as required to facilitate content creation and development Manage personal workload and workflows while assigned to multiple projects Qualifications Think critically to solve problems when facing roadblocks Have attention to detail when reviewing internal and external work product to ensure it is of the highest quality Work collaboratively with a team and adhere to established processes Have a desire to work in a pragmatic, fast-paced environment Have a natural curiosity and willingness to learn when faced with an unfamiliar subject Proficiently manage time to ensure successful completion of assigned tasks by deadlines while involved with multiple projects Required Applicant should be on track to graduate and be available for full-time employment no later than summer 2027 Currently working towards a bachelor's degree or higher with a concentration in Business, Marketing, Management, Healthcare Management or other relevant field Exposure to Microsoft Excel and PowerPoint or other similar software Strong organization and time management skills Strong presentation skills, including both oral and written communication Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future. Internship Highlights 1:1 mentoring Exposure to senior consultants and practice leaders Structured opportunities for professional learning and development i.e. Lunch & Learn Series Guest speaker series covering a wide range of professional development skills Housing or housing stipend Social activities - intern-only and practice-wide Cultural excursions - Get to know Indy by visiting iconic sites Conclude the program with a presentation on a business project or problem to leadership and peers Ample opportunity to discuss transitioning to full-time employment The Team The life sciences consulting team is a group of 60+ individuals in the Indianapolis Health practice from varying backgrounds including actuaries, data analysts, pharmacists, and graphic designers. This group works primarily with life sciences companies and consults on their relationship with insurance companies and other stakeholders of the life sciences value chain. Location This position is based out of the Milliman office in Indianapolis, IN. Candidates hired into this role must be willing to work onsite full-time. Benefits We offer competitive benefits which include the following based on plan eligibility: Employee Assistance Program (EAP) - Confidential support for personal and work-related challenges. 401(k) Plan - When an employee reaches 1,000 hours worked within 12 consecutive months, they become eligible for a 401(k) plan that includes a company matching program and profit-sharing contributions. Paid Time Off (PTO) - Begins accruing on the first day of work; Interns, Temporary, and Seasonal Employees will earn PTO each pay period, based on 1 hour for every 30 hours worked. Transportation - Pre-tax savings for eligible transit and parking expenses. Who We Are Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world's most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation. Milliman invests in skills training and career development, and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERG's) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our web site ***************************************** to learn more about Milliman's commitments to our people, diversity and inclusion, social impact and sustainability. Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance. Equal Opportunity All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. #LI-KM1 #LI-ONSITE

About the Role: Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Bloomington, IN office. We are seeking a student who can start in May 2026. The Impact You'll Make: Support various projects from Financial Advisors (i.e. review reports and conduct research) Prepare for client meetings and presentations Assist with financial planning and market research Handle admin tasks, calls and basic client questions Contribute to branch marketing initiatives Process paperwork and documents Perform other duties and project support as needed What You'll Bring to Baird: Pursuing a bachelor's degree in finance, business or related degree preferred Anticipated graduation date of December 2026 or later Interest in financial services and developing a career in private wealth management Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively Prior experience in an office setting is preferred About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Scope: The Plant Finance Intern will learn about the functions of different areas of the Plants and Distribution Center, finance processes, and the structures we have in place to ensure we produce the product timely and at the right cost. The Intern will have the opportunity to participate in and learn about the accounting, finance, and manufacturing support sides of the business. They will participate in assigned projects to improve operational efficiency and help expand understanding of accounting and finance processes. Essential Duties and Key Responsibilities: Utilizes all food safety and food security guidelines, including Safe Quality Foods (SQF) good manufacturing practices and Hazard Analysis Critical Control Points. Assist in coordinating the activities of the employees engaged in manufacturing production support, data extraction, and report creation to help deliver results on our KPIs. Creates training resources by collaborating with subject matter experts and conducting research. Develops and motivates teams to solve their own day-to-day issues and achieve goals through ongoing communication and facilitation of team meetings. All other duties as assigned. Qualifications: Currently pursuing a bachelor's degree in accounting, finance, or a related technical field Proficiency in MS Word, Excel and Outlook Strong attention to detail Very task-oriented Self-starter Excellent critical thinking/problem solving skills Excellent verbal and written communication skills Physical Demands: Must be able to physically perform the functions of climbing, balancing, stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting, grasping, feeling, talking, hearing, and repetitive motions Must be able to work seated using a computer and phone for long periods of time. Must be able to work extended hours, such as daily overtime and an occasional weekend Must possess visual acuity to document company records Continuous walking throughout the plant and distribution center. Lifting, up to 40 pounds

Finance and accounting interns have the opportunity to gain hands-on experience in accounting cycles, meeting audit standards and regulatory requirements for an NP. The internship would offer opportunities to support the museum's financial data governance work. Additionally, this is an opportunity to help in executing tactics key to the Museum's new strategic plan ESSENTIAL RESPONSIBILITIES: Compiling, organizing, and updating written fiscal procedures to support the effective financial operations of the Museum. Documentation of workflows that align with data governance objectives. Assists with preparation of workpapers to complete an annual audit. Performs reconciliations of earned and contributed revenue sources. Month-end analysis and forecasting. Prepares periodic account reconciliations for processes and general ledger accounts Prepares journal entries with appropriate supporting documentation Performs related duties or special projects as assigned Prepares schedules for monthly and annual reporting Assist with establishing procedures to optimize finance and accounting system tools. The Children's Museum is fiercely devoted to our Diversity, Equity, Accessibility, and Inclusion (DEAI) efforts. We cannot transform the lives of children and families unless we embrace all families. Together we are building and sustaining an inclusive culture that encourages, supports, and celebrates differences. REQUIREMENTS: Be actively pursuing a degree in finance, accounting, or other relevant fields. Be available to work at least 20 hours per week. Proficiency in Microsoft Word and Excel Ability to work independently in a fast-paced environment Good problem-solving, analytical, mathematical, and research skills Good organizational and time management skills Attention to detail with a high degree of accuracy Understanding of accrual accounting concepts Basic knowledge of the theories, principles, and practices of accounting and auditing standards Good written and verbal communication skills ADA REQUIREMENTS: Must be able to sit and use a computer for extended periods.

Simtra BioPharma Solutions (Simtra) is a world-class Contract Development Manufacturing Organization, partnering with pharmaceutical and biotech companies to bring their sterile injectable products to market. With facilities in Bloomington, Indiana, US and Halle/Westfalen, Germany, we offer a wide range of delivery systems including pre-filled syringes, liquid/lyophilized vials, diluents for reconstitution, powder-filled vials and sterile crystallization. Our product types include biologics and small molecules, cytotoxics, highly potent compounds, diluents for reconstitution and vaccines - which are all directly injected into patients worldwide. As such, there is a strong emphasis on quality and continuous improvement at Simtra. We hold ourselves to the highest quality and regulatory standards. While our primary focus is cGMP manufacturing, we offer many support services including formulation and development, lyophilization optimization, global regulatory support and secondary packaging. Our teams are driven to help clients scale, innovate and bring life-changing medicines to patients worldwide. Why join Team Simtra? Because we: Make it HAPPEN - We bring a growth mindset to every opportunity, developing new skillsets and exceeding our expectations and those of our customers. Make it TOGETHER - We work as one, respecting each voice and tapping into our unique strengths across teams-so we can solve problems in new ways. Make it RIGHT - We hold ourselves to a high standard of excellence, fulfilling our commitments to the customer, their patients, and our team members. Make it COUNT - We take pride in our day-to-day work, knowing the impact we make - taking on challenges big and small to improve patient health. This Role: Simtra is seeking highly motivated undergraduate and graduate students for our Summer Internship Program. We look for diverse students with inquisitive minds and the desire to challenge themselves. Our interns work closely with industry professionals and learn quickly how to problem solve on real-world projects that contribute to clinical research and manufacturing processes. In addition to on-the-job experience, we offer learning sessions with top leadership, site visits to local projects and social events. The Opportunity: The Finance team focuses on financial planning, analysis, and reporting within the company. They handle the entire landscape of corporate finance, budgeting, forecasting and financial compliance. Responsibilities/Projects: The intern will gain an understanding of the day-to-day activities being on the Plant Finance team. They will have opportunities to work side by side with all of the team members. They will have tasks and projects related to Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets, General Accounting Processes, Forecasts, and working with ERP systems. The intern will also have hands-on experience in collaborating with cross-functional teams, assist in compliance reviews, support month-end financial close process, and assist in financial analysis and reporting. Required Qualifications: Pursuing a BS or MS degree in Finance, Accounting, Economics, or a related field Intermediate proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) for data analysis and reporting Basic understanding of financial statements (income statement, balance sheet, cash flow) Excellent organization, oral and written communication skills Strong attention to detail including the ability to accomplish a task Strong analytical and problem-solving skills Strong interpersonal skills and the ability to work well with others in a proactive, positive and constructive manner Highly motivated, self-driven individual with passion working within pharmaceutical industry Onsite Campus Amenities: Workout Facility Cafeteria Credit Union Disclaimer This job description is intended to provide the minimum knowledge, skills and abilities necessary to perform the job. It may not be inclusive of all the duties and responsibilities of the job. Simtra reserves the right to make modifications based on business requirements. Equal Employment Opportunity Simtra is proud to be an equal opportunity employer. Simtra evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic. Data Privacy To learn more about Simtra's approach to data privacy, please review the Simtra Recruitment Platform Global Privacy Policy: **********************************

Scope: The Plant Finance Intern will learn about the functions of different areas of the Plants and Distribution Center, finance processes, and the structures we have in place to ensure we produce the product timely and at the right cost. The Intern will have the opportunity to participate in and learn about the accounting, finance, and manufacturing support sides of the business. They will participate in assigned projects to improve operational efficiency and help expand understanding of accounting and finance processes. Essential Duties and Key Responsibilities: * Utilizes all food safety and food security guidelines, including Safe Quality Foods (SQF) good manufacturing practices and Hazard Analysis Critical Control Points. * Assist in coordinating the activities of the employees engaged in manufacturing production support, data extraction, and report creation to help deliver results on our KPIs. * Creates training resources by collaborating with subject matter experts and conducting research. * Develops and motivates teams to solve their own day-to-day issues and achieve goals through ongoing communication and facilitation of team meetings. * All other duties as assigned. Qualifications: * Currently pursuing a bachelor's degree in accounting, finance, or a related technical field * Proficiency in MS Word, Excel and Outlook * Strong attention to detail * Very task-oriented * Self-starter * Excellent critical thinking/problem solving skills * Excellent verbal and written communication skills Physical Demands: * Must be able to physically perform the functions of climbing, balancing, stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting, grasping, feeling, talking, hearing, and repetitive motions * Must be able to work seated using a computer and phone for long periods of time. * Must be able to work extended hours, such as daily overtime and an occasional weekend * Must possess visual acuity to document company records * Continuous walking throughout the plant and distribution center. * Lifting, up to 40 pounds

Are you a college student looking for a summer internship that will provide real world experience? Do you want to work with a collaborative team that believes in putting people first and holding each other accountable? Would you like to be part of a team who works to empower, assist, guide, motivate and support others? If yes, we believe you could be an outstanding fit for our summer internship experience. Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2026. This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory. Primary Responsibilities: Shadow and participate in various types of client presentations Utilize CRM and financial planning software systems Opportunity to obtain e-Money Certification Shadow and assist Financial Advisors with preparation of financial documents and performance reports Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze, etc. Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance Participate and present in Investment Committee and portfolio subcommittee meetings Learn about and participate in portfolio optimization, rebalancing, and backtesting Conduct independent research and build spreadsheets for financial planning opportunities Work with a team virtually to create a financial planning project or other projects Other duties as assigned. Required Qualifications: Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA Majoring in Financial Planning, Finance, Accounting, or related business degree Be proficient in Microsoft Office Applications Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience Identify with Cerity Partner's mission and demonstrate our core values Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. As part of our internship program, you will gain: Direct exposure to senior leadership and decision-makers. The opportunity to work at one of the fastest-growing RIAs in America. Hands-on training to build and strengthen wealth management and financial planning skills. Experience within a culture that values collaboration, curiosity, and excellence. Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.

The Financial Advisor I is responsible for providing personalized financial advice and guidance to clients, helping them achieve their financial goals. The incumbent is responsible for assessing the clients' financial needs, developing comprehensive financial plans, and recommending appropriate wealth management solutions and services. The Financial Advisor I gain knowledge and experience under the direction of the manager and department leaders through job training, observation, and by obtaining licenses to assist members in determining their financial goals and objectives. Primary Responsibilities and Duties: Develop personalized financial plans based on clients' goals, risk tolerance, and planning time. Recommend suitable financial products and services, including investments, insurance, and retirement plans. Conduct regular review of clients' financial plans and adjustments and recommendations as necessary. Schedule and coordinate client meetings and follow-ups. Completes mutual fund trade tickets, places trades, and monitors for settlement. Processes paperwork for annuities, life products and processes license documentation. Responsible preparing client paperwork ensuring accuracy and completeness. Learns the different functions of each area of the Investment Services Department and the policies that impact compliance and service to members. Observe and assist Financial Advisor II and Financial Advisor III at various branch locations, welcoming members, answering phone inquiries, and meeting with members to discuss their financial situation to gain knowledge, experience on methods and procedures. Responsible for working with multiple brokerages, mutual fund, and insurance companies to ensure proper documentation of production and reviews, and accurate and timely processing of the pending drawer. Reviews fact finders and establish client files to meet compliance requirements, runs illustrations and assists in mutual fund performance research. Participates in marketing activities to increase awareness of Everwise Wealth Management including seminars, lobby days, business development, member referrals and telemarketing. Assumes additional responsibilities as necessary for the continued growth and advancement of Everwise. Knowledge/Skills: Basic understanding of wealth planning concepts and how they fit into wealth management solutions and principles. Strong familiarity with financial modeling and investment analysis tools Ability to analyze financial data and market trends Critical thinking and decision-making skills Strong verbal and written communication skills Energetic, self-motivated, positive attitude, and goal oriented. High degree of integrity and ethical conduct Ability to be flexible and adaptable. Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems. Completes production and traffic reports accurately and on a timely basis. Minimum Requirements: High School Diploma or GED Previous financial advisory or wealth management work experience. Life insurance licenses required Series 7 or Series 6 (or Series 66 or Series 65) license required Bachelor's degree preferred Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

As part of the Government Programs team, you will lead or review large and complex cost reports, including those for transplant and GME at our flagship hospital, as well as the Home Office Cost Statement. Your responsibilities will also include reviewing 6-8 cost reports prepared by team members, and handling Medicaid DSH Eligibility and HSL surveys. You will coordinate projects, analyze financial data, and ensure accuracy in reporting processes to support organizational compliance and financial transparency. Key Responsibilities Lead or review complex cost reports for the hospital and Home Office, ensuring accuracy and compliance. Coordinate the completion of Medicaid DSH Eligibility and HSL surveys. Review and analyze financial data from 6-8 cost reports prepared by team members. Manage and support complex projects related to government reimbursement programs. Collaborate with team members to ensure timely and accurate reporting. Provide insights and analysis to support decision-making and organizational financial health. Support ongoing improvements in cost reporting processes and compliance standards. Month end entries that estimate cost reports Responsible for tracking and monitoring the half provider tax We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (****************************************** Og4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (*********************************************************************************************** . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** . Skills and Requirements Bachelors Degree required 5-7 years of relevant experience in financial or operational analysis, especially with complex data sets Medicare/Medicaid cost reporting (MAC, reimbursement consulting firm, hospital, healthcare) Eligibility surveys (hospital specific limit) GME , transplant reimbursements, indiana Medicaid dish Proven experience coordinating or reviewing large, detailed financial reports. Strong proficiency in Microsoft Office applications, especially Excel; experience with relational databases and financial or operational modeling is a plus. Analytical mindset with attention to detail and accuracy. Ability to manage multiple projects and coordinate cross-functional efforts. - Degree in Finance or a related field

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 will be located in the Lewisburg/Williamsport, PA area. Estimated Travel May include up to 25% travel #LI-CBF #LI-KE1 #LI-SAFG 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 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Job DescriptionDescription: Assistant Financial Advisor (Path to Lead Advisor) - Indianapolis, IN We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves. If you're committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity. What You'll Do Attend client meetings Prepare meeting agendas, gather data, and create follow-up communications Deliver exceptional client service and support Handle client inquiries professionally and promptly Maintain accurate CRM records Support financial plan preparation and data input Participate in team meetings and collaborative projects What You Bring Strong client service and communication skills Proven experience in customer satisfaction roles Basic understanding of finance Ability to multitask in a fast-paced environment Excellent attention to detail Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint) Why Join Us Clear, structured track to Lead Advisor Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification) Collaborative, professional culture Opportunities to take on more responsibility as you progress Competitive compensation and benefits Benefits Medical, Dental & Vision Insurance 401(k) Short-Term & Long-Term Disability Career development support This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1-6 and into Lead Advisor roles, with increasing responsibility and compensation over time Requirements: Education & Experience Bachelor's degree preferred (Finance, Business, Economics, or related field helpful but not required) 1-3 years of experience in financial services, client service, or professional office environment Experience supporting advisors, planners, or client service teams a plus Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required Technical Skills Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.) Basic understanding of financial planning concepts, investment types, and account structures Strong documentation, task-tracking, and workflow management skills Client Service & Communication Exceptional verbal and written communication skills Ability to explain processes clearly and professionally Demonstrated success in high-touch client service roles Strong emotional intelligence and confidence interacting with clients at all wealth levels Organizational & Analytical Skills High attention to detail with low error rates Ability to manage multiple tasks in a fast-paced environment Strong problem-solving skills with the ability to anticipate advisor and client needs Skilled at organizing data and preparing meeting materials Professional Attributes Team-player mindset with a willingness to learn and grow into an advisor role Resourceful, self-motivated, and takes ownership of work Maintains confidentiality and handles sensitive information appropriately Positive attitude, adaptable, and calm under pressure

Job Description Job Title: Associate Financial Advisor Join our dynamic team at EHC Wealth Advisors, a financial services firm dedicated to helping clients achieve their long-term financial goals. We pride ourselves on providing personalized client solutions through innovative and comprehensive financial planning strategies. Our team is driven by integrity, excellence, and a commitment to delivering exceptional services. Position Summary: We are seeking a motivated and detail-oriented Associate Financial Advisor to join our team. In this role, you will support senior advisors and directly engage with clients to develop tailored financial plans, enhance investment strategies, and provide exceptional customer service. This is an excellent opportunity for an aspiring financial advisor to grow their expertise and progress within a supportive and nurturing environment. Key Responsibilities: - Assist in developing and implementing comprehensive financial plans to meet clients' short-term and long-term objectives. - Collaborate with senior financial advisors to assess clients' financial needs and provide analysis and recommendations. - Conduct market research and participate in creating investment strategies and portfolio recommendations. - Maintain up-to-date knowledge of financial markets, economic trends, and regulatory requirements. - Establish and maintain strong relationships with clients, providing proactive advice and updates on their financial plans. - Support in preparing client presentations, reports, and documentation for meetings. - Assist in managing client accounts, ensuring all financial transactions are executed and recorded accurately. - Address client inquiries and support resolution of any issues related to their accounts. Qualifications: - Bachelor's degree in finance, economics, business administration, or related field. - Series 7 and Series 66 or equivalent licenses. - Strong understanding of financial products, investment vehicles, and market dynamics. - Excellent analytical skills and attention to detail. - Proficient in financial software and Microsoft Office Suite. - Strong interpersonal and communication skills for client interaction. - Ability to work collaboratively in a fast-paced environment. - Prior experience in financial planning or the investment industry is preferred but not required. Benefits: - Competitive salary and performance-based incentives. - Comprehensive health, dental, and vision insurance plans. - Retirement savings plan with company match. - Opportunities for professional development and career advancement. - Supportive work environment with a focus on work-life balance. How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and interest in the Associate Financial Advisor position to Doug Ehlen. Applications will be reviewed on a rolling basis, and early submissions are encouraged. EHC Wealth Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.