Finance internship jobs in Brookhaven, NY - 512 jobs

As we seek to become the most successful investment team in the world, we empower Traders to bring investment ideas to life. Our Traders identify opportunities in major financial markets around the world and take calculated risks. We succeed together in a team environment that facilitates close collaboration between Traders, Quantitative Researchers, and Technologists. As an intern, you'll get to challenge the impossible in trading through a structured program that will allow you to collaborate and connect with senior team members and our CEO Ken Griffin. In addition, you'll get the opportunity to network and socialize with peers at iconic venues. Your Objectives: * Develop in-depth knowledge of a financial market * Apply advanced statistical techniques to trading * Constantly learn and adapt trading approaches * Innovate by using one of the industry's most powerful trading platforms Your Skills & Talents: * Bachelor's, master's or PhD in applied math, engineering, statistical modeling, calculus, computer science, physics or related disciplines required * Ability to think about the world systematically and quantitatively, as well as the ability to deal with uncertainty in a rigorous and statistical approach * Interest in applying technology and/or quantitative skills to solve complex trading problems * Passion for the markets and a desire to seize investment opportunities * Experience with programming, scripting, and/or statistical software strongly preferred Opportunities available in Greenwich, New York, Miami. In accordance with applicable law, the base salary range for this role is $3,500 to $4,000 per week. In addition, the employee who fills this role will be eligible to participate in a discretionary incentive compensation program, as well as a wide array of benefit programs, such as medical and life insurance, retirement and tax-free savings plans, and access to other healthcare programs. About Citadel Citadel is one of the world's leading alternative investment managers. We manage capital on behalf of many of the world's preeminent private, public and nonprofit institutions. We seek the highest and best use of investor capital in order to deliver market leading results and contribute to broader economic growth. For over 30 years, Citadel has cultivated a culture of learning and collaboration among some of the most talented and accomplished investment professionals, researchers and engineers in the world. Our colleagues are empowered to test their ideas and develop commercial solutions that accelerate their growth and drive real impact.

CHEERS! Founded in 1981, Deutsch Family Wine and Spirits markets quality wines produced by prestigious families from major wine regions of the world. With our headquarters in Stamford, CT, DFWS is the 4th largest wine company with one of the fastest growing spirits portfolios. With our family values and unique culture, DFWS was recognized as one of the Top Workplaces in the U.S. from 2022-2025. Deutsch Family Wine & Spirits currently seeks a Finance Intern to join our Finance Internship Program for the Summer of 2026. This program will provide students with the opportunity to gain real-world experience, gain a comprehensive understanding of the various functions within our business and prepare students with the kind of experience needed to have a rewarding career. The Finance Intern will typically support one or more experienced Finance teams in performance of assignments and spending time shadowing actual operations. The Intern will also be presented with a unique assignment that will challenge them to think strategically and interface and collaborate with other cross functional partners. The intern will be expected to make a final presentation to the Finance Leadership Team at the end of the summer. Qualifications: Finance or Business Management major entering his/her senior year of college with strong GPA. Basic understanding of finance and accounting principles. Intermediate excel experience required (i.e. working knowledge of pivot tables, V-look ups, etc.). Project management skills: strong work ethic and ability to meet project deadlines. Analytical skills: ability to gather and analyze data and develop insights. Excellent written and verbal communication skills. Self-motivated individual with the desire to learn. Responsibilities: Expand your skills in overall financial management with full exposure to the P&L. Completing both short-term assignments given to support the day-to-day business as well as one summer long strategic project that will be formally presented at the end of the internship. Work in teams and with colleagues in a professional manner. Expectations: The intern will be expected to work no more than 40 hours per week and will be compensated on an hourly basis. This is a hybrid role, and the intern will be expected to work out of our Stamford, CT office 2-3 times per week on average. We Value Diversity At DFWS, we believe that our differences are our strengths. We embrace and celebrate the diversity of our team members, our customers, and our communities. We strive to create a work environment that fosters inclusion, respect, and collaboration. We are constantly learning and growing from our diverse perspectives and experiences. Inclusion and diversity are not just goals for us, but the core of all we do. We welcome and consider applications from all qualified candidates as we foster a culture of inclusion that provides fair and equal opportunities for all. About Deutsch Family Wine & Spirits Initially called W.J. Deutsch & Sons Ltd., the company was founded in 1981 by Chairman Bill Deutsch to market quality wines produced by prestigious families from major wine regions of the world. In 2009, it announced the expansion of the award-winning company to include a Spirits Portfolio. Today the company is renowned for its brand-building prowess and its ability to meet the needs of the modern consumer. Bill's son Peter Deutsch is CEO; thus two generations of the Deutsch family work side by side in their continuous quest to build strong brands and relationships throughout the wine and spirits industry. The portfolio includes award-winning wines from Australia: [ yellow tail ]; [ yellow tail ] Pure Bright; California: Josh Cellars, Josh Cellars Reserve, The Calling; France: Cave de Lugny, Fleurs de Prairie, Hob Nob Vineyards, Sauvion et Fils; Italy: Barone Fini, Villa Pozzi; New Zealand: The Crossings; Portugal: Quinta Do Vale Meao; Argentina: Clos de los Siete; and award-winning spirits: Redemption Whiskey, Bib & Tucker Bourbon, Masterson's Rye, Luksusowa Vodka, Gray Whale Gin and Cantera Negra Tequila. Learn more about Deutsch Family Wine & Spirits at *********************

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures We're looking for people who possess the following characteristics: Highly self-motivated and self-disciplined with the ability to work effectively and independently Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others Fearless, positive attitude, and willingness to be accountable for results Organized, detail-oriented, and excellent time-management skills The desire for continuous learning Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner

Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a planning experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for TD Wealth clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Strong understanding of wealth management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish relationships and partner effectively with other departments Proven ability to achieve sales goals Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Continuous International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Never Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Dalio Family Office The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO's culture is built around meaningful work and meaningful relationships and the family's commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi. Position Summary: We are actively seeking an intern to support our Finance & Accounting teams for the Summer 2026 season. This will be a hands-on opportunity to learn and work alongside industry experts, in a challenging and growth-oriented environment. If you are seeking a summer to build out your skillset with an organization that values transparency, feedback, and collaboration. The Finance and Accounting Intern will play a key role in supporting both daily operational tasks and strategic initiatives within the department. This individual will assist with transactional activities, contribute to process improvements, and work closely with the F&A Project Management team to provide leverage across multiple projects. As the DFO is an evolving entity, you must be able to thrive in a fast-paced, fluid environment and demonstrate the aptitude to navigate competing priorities. Day-to-day responsibilities would include a combination of the following: · Work with the F&A project management team to support multiple projects concurrently by assisting with risk identification, scheduling, task and dependency management, budget tracking, project charters, closeout activities, and stakeholder communication. · Identify and document potential use cases for AI automation within Finance operations, including areas such as bank reconciliation and process optimization. · Contribute to process improvement initiatives and documentation updates. · Contribute to developing and enhancing the internal team training platform, ensuring all resources, such as guides and reference materials, are clear, accurate, and easily accessible · Support accounting and financial operations with transactional tasks, as needed · Update the ERP Chart of Accounts to bring it in line with current standards. · Explore and learn Power BI, assisting in building dashboards and visualizations to support financial reporting and analytics. Apply for this role if you are: Able to thrive in a fast-paced, collaborative environment while managing multiple priorities. Interested in financial operations, process management, project management, and emerging technologies like AI automation and data visualization tools (e.g., Power BI). Willing to hold yourself and others accountable to exacting standards for excellence Interested in operating within a unique culture that will foster your deep desire for personal and professional growth Professional and discreet in handling sensitive or confidential information, maintaining integrity at all times Illustrative Benefits: Friday summer hours Monthly community events Hybrid work environment Free catered food services for in-office days Casual dress code Qualifications: Currently pursuing a bachelor's degree at an accredited university Strong analytical and organizational skills with attention to detail Excellent communication skills and ability to work collaboratively in a team environment Proficiency in Microsoft Excel is a plus 5 GPA or higher Internship Dates: June 15 th - Augst 21st, 2026 Application Deadline: January 30 th , 2026 *Please note we will review your application and get back to you by the application deadline of 1/30/26 Compensation: Compensation for the role includes an hourly wage of $20/hr. This position is eligible for statutory benefits only. Please note we are unable to provide immigration sponsorship for this position. At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.

We are seeking a dedicated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing personalized financial guidance and investment strategies to our clients. The ideal candidate has a strong background in financial planning, wealth management, and exceptional interpersonal skills. Responsibilities: Develop and maintain strong relationships with clients by understanding their financial goals, risk tolerance, and investment preferences Assess clients' financial needs and recommend suitable strategies to achieve their goals, including retirement planning, education funding, and estate planning Conduct thorough financial analyses, considering factors such as income, expenses, assets, liabilities, and tax status, to create customized financial plans Assist clients in implementing financial plans by providing investment advice, executing trades, and monitoring portfolio performance Stay updated on market trends, changes in financial regulations, and investment products to deliver the most accurate and relevant advice to clients Maintain accurate client records and generate reports on portfolio performance, client interactions, and financial plans Requirements: Bachelor's degree in Finance, Economics, Business, or a related field; Master's degree preferred Proven work experience as a Financial Advisor, Wealth Manager, or in a similar role Strong knowledge of financial planning strategies, investment products, and tax regulations Excellent analytical skills and attention to detail Outstanding interpersonal and communication skills, with the ability to explain complex financial concepts clearly to clients Proficient in using financial planning software and tools Current FINRA Series 7 and 66 licenses (or willingness to obtain them within a specified timeframe) At our company, we value our clients and strive to provide the highest level of service and expertise. We offer a competitive base salary, performance-based bonuses, and a comprehensive benefits package. Join our team of dedicated professionals and help our clients achieve their financial goals. Compensation: $70,000.00 - $130,000.00 per year About Us Our mission is to place skilled candidates in a well-matched position that is beneficial to both candidate and employer. We value our privileged partnership in your career pursuits and want to help propel you toward the next level of your professional development. That is why we focus on placing you in a position that will challenge your skills, achieve your goals, and provide the greatest potential for career satisfaction

Job Description These are the fun damental components of the job: Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance Conduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments; offering strategic recommendations for improvement Advise on plan design, compliance challenges, and corrective strategies (including failed testing) Review and evaluate fund line-ups and performance against benchmarks Assist with client onboarding, education sessions, and finalist presentations Collaborate with internal teams on reporting, plan operations, and participant services Serve as the primary consultant for institutional clients, providing guidance on retirement plan design, investment selection, and compliance. Stay informed about regulatory changes and industry trends to provide proactive advice. Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust. Other fun ctions of the job: Seek to cross sell business from existing Lawley divisions Expand and grow in your role when supporting miscellaneous duties as requested Skills / traits that we value for this role: 5+ years of sales and business development experience Must possess the following licenses: Series 6 and Series 65 license OR Series 7 and Series 66 license, Life and Health License; Open to continuing education Experienced in conducting group and individual employee education meetings Bachelor's Degree preferred Microsoft Office experience and skills are a must; Salesforce experience preferred Ability to work well independently and on a team Incredible attention to detail and organizational skills Positive attitude, even in a fast-paced environment A passion to make customers and coworkers feel important and valued Capability to work quickly and efficiently Methodical, yet swift decision-making skills Precise verbal and written communication skills, even under time constraints A bit about Lawley! We are not a call center environment We achieve success by building genuine relationships together, with our teams and clients We are a family owned insurance broker (70+ years!) We are deeply committed to the communities we serve and love to get involved We work hard and play hard!!! Why Lawley? Competitive salary and referral bonuses! Expansive Benefits (Medical, Dental, Vision-and SO many more) Unsupervised PTO AND a generous holiday schedule - available 1st day! Company 401K contribution received starting Day 1 (for participants 21+ years old) Educational support, career development, and growth opportunities Job Security (we've never had a lay-off, even during the pandemic) Flexibility, including hybrid schedules! Business hours 8am-4:30pm with networking/events after hours as needed. Comfortable, family-oriented culture, with an emphasis on work life balance Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities) Fulfilling opportunities that align with your career path and our business needs Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant's experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $84,613.20 to $141,022.00 PLUS commissions.

Job DescriptionBenefits: Training & development 401(k) matching Competitive salary Paid time off Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Salary Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my agency Requirements Excellent interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Proactive in problem solving Insurance experience Preferred. Ability to multi-task If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Blue Ocean Wealth Solutions, LLC empowers individuals and families to reach meaningful financial milestones through a holistic, client-first planning model. Our firm delivers comprehensive solutions across Insurance, Investments, Retirement Planning, Employee Benefits, and Property & Casualty* strategies. We are seeking a Financial Advisor who is passionate about building long-term client relationships and delivering thoughtful, customized financial guidance. This role is based in our East Hills, Long Island, New York office. Blue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace from 2018-2025 by Schneps Long Island/Long Island Press. Key Responsibilities Develop and nurture trusted client relationships by identifying financial priorities, objectives, and risk profiles through detailed needs assessments Deliver tailored financial recommendations, including investment strategies, retirement solutions, insurance planning, fee-based financial plans, and wealth management services, with support from our in-house Financial Planning Team** Review and analyze client portfolios on an ongoing basis to ensure alignment with evolving goals and market conditions Monitor industry developments, regulatory updates, and market trends to provide informed, timely guidance Partner with internal specialists, including investment leadership and insurance professionals, to create integrated financial solutions Lead clients through the discovery process, account setup, and required documentation Serve as a primary point of contact for client questions regarding account activity, performance, and general financial matters Proactively grow your book of business through referrals, networking, and strategic prospecting initiatives Qualifications Strong communication and relationship-building skills Bachelor's degree preferred, or comparable experience within the financial services industry Goal-driven mindset with demonstrated success in sales or business development Ability to work autonomously while contributing effectively within a collaborative team environment Why Join Blue Ocean Wealth Solutions, LLC Competitive compensation structure including commissions, allowances, and performance-based bonuses Estimated first-year earning potential of $100,000-$200,000* Comprehensive benefits package including medical, dental, vision, HSA, FSA, and a 401(k) with company match**** Mentorship and partnership with a Senior Financial Executive, including access to established client relationships and lead-generation programs Modern, technology-driven office environment with a strong team-oriented culture Support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations Weekly on-site Series 7 study group and exam preparation support Ability to offer non-proprietary insurance solutions through third-party partnerships Hands-on support from a locally based Executive Leadership Team Structured six-month Executive Training Program with continued personalized professional development Eligibility to participate in firm-wide awards, recognition, and incentive programs Visit our website at ******************** #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.Advisor

Job DescriptionBenefits: Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Training & development Vision insurance About Us Strategies for Wealth Management At Strategies for Wealth Management, we help clients Protect, Preserve, and Grow their wealth. Our focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who is passionate about retirement planning and enjoys guiding clients toward financial security. At Strategies for Wealth Management, we believe that retirement should be stress-free, simple, and secureand were committed to helping our clients achieve that every step of the way. What We Offer Medical, Dental, Vision, 401(k) Salary Plus Commission No Cold Calling or High-Pressure Sales Focus on building relationships with clients who genuinely need guidance and value a conservative approach to wealth management. Turnkey Process & Proven Strategies Leverage a structured approach that simplifies client success and builds long-term financial security. Unlimited Growth Potential Competitive base salary + performance-based incentives, with opportunities to expand your book of business in a supportive, non-sales-driven culture. Access to Top-Tier Products & Tools Work with leading insurance carriers and financial solutions to provide clients with the best possible strategies for protecting, preserving, and growing their wealth. Continuous Learning & Development Ongoing training, mentorship, and professional development to help you stay ahead in an evolving industry. What Were Looking For At Strategies for Wealth Management, we are looking for a dedicated and client-focused Financial Advisor who shares our mission to Protect, Preserve, and Grow our clients wealth. The ideal candidate will have: Experience: 2+ years in financial advising, insurance sales, or wealth protection strategies, with a focus on annuities, life insurance, and long-term care planning. Licensing: Active Life & Health Insurance License (Series 65 or CFP is a plus but not required). Client-First Mentality: A fiduciary mindset, prioritizing long-term client relationships over short-term sales. Strong Communication Skills: Ability to explain complex financial concepts in a way that is clear, simple, and relatable to pre-retirees and retirees. Passion for Retirement Planning: A deep understanding of retirement income strategies, asset protection, and risk mitigation. Self-Motivated & Results-Driven: Ability to manage client relationships independently while being an integral part of a collaborative team. Ethical & Professional Approach: High integrity, a strong work ethic, and a commitment to putting clients best interests first. Growth-Oriented Mindset: Eager to learn, adapt, and grow in an evolving industry with access to the latest tools and strategies. What Youll Do As a Financial Advisor Insurance Specialist at Strategies for Wealth Management, you will play a crucial role in helping clients Protect, Preserve, and Grow their wealth by designing insurance-based financial solutions for a secure retirement. Your responsibilities will include: Educate & Advise Clients Guide pre-retirees and retirees (50+) on insurance strategies that provide long-term financial security, including annuities, life insurance, and long-term care solutions. Develop Customized Strategies Assess clients' financial situations and create tailored plans to help them reduce market risk, secure guaranteed income, and minimize tax liabilities. Protect Retirement Savings Help clients avoid common retirement pitfalls such as outliving their savings, unexpected healthcare costs, and market downturns. Build Long-Term Relationships Act as a trusted advisor, providing ongoing guidance to ensure clients stay on track with their financial goals. Stay Informed Keep up with the latest insurance products, industry trends, and financial strategies to offer best-in-class solutions that align with clients' needs. Collaborate with Our Team Work closely with our financial planning professionals to integrate insurance solutions into comprehensive retirement plans. If you're looking for a career where you can truly help clients secure their future while growing professionally in a values-driven firm, we'd love to hear from you!

If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc. You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you: The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork and accountability. Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind Follow a well-defined career path that integrates education with mentorship and teaming opportunities Transparency, honesty, and clarity as the fundamental ingredients of partnership A culture of innovation that embraces growth and the changes that come with it Flexibility to design the life you want, backed by the security of a large, established company like ours How will you build your practice? You will… Establish networks and cultivate referrals Develop and maintain long-term relationships with clients Provide financial solutions through fact gathering and needs analysis Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? A strong relationship-builder who takes a client-first approach A proven networker and marketer (alt: “connector of people”) A dedicated worker: independent, self-motivated and goal oriented

Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.Clients include large broker-dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms across the U.S. Candidate Profile: Should have your own client portfolio that you manage. Minimum book of business $30-40m. Has not been recently terminated from another advisor role. Located in the United States. Is not encumbered by a non-compete or non-solicit. May be an independent looking for a better support structure. May want to work with a team that will allow for an exit strategy - a succession plan. May be a small group of advisors looking for marketing and operational support that will allow for more rapid growth. Whatever the situation, we likely can find you a home. The key is your ability to bring your existing clients with you.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

Description Distribution Leadership Intern This posting is for Summer 2026 Are you looking for a way to jumpstart your career in the logistics, distribution sales, or construction industry? At Colony, our Distribution Leadership Internship Program develops leaders through an immersive rotational experience. As a program participant, you can look forward to: Hands-on Experience: Over ten weeks, dive headfirst into almost every facet of our business. Gain real-world, practical experience that sets you up for your early career. Mentorship & Leadership: Access mentorship from senior-level leadership and our current class of Distribution Leadership Program participants! Program Manager Support: We've got your back every step of the way. Our dedicated program manager and early career team is here to ensure you thrive, answering your questions and providing the support you need to excel. A little about your day: As a participant in our internship program, you will train and rotate through our largest distribution center in Orange, CT. During your internship, you will be immersed in our warehouse understanding our business and operations by tackling tasks such as: Picking, packing, receiving, and stocking - execute vital processes including order fulfillment, inventory management, and maintaining optimal stock levels. Inventory control and management - Contribute to the monitoring and control of inventory levels through regular audits and reconciliation. Dispatch and delivery - Contribute to the dispatch and delivery operations in the warehouse, understanding the pivotal role of logistics in our supply chain. Purchasing - shadow our purchasing department to understand how we manage the inventory at Colony. Counter sales - Interface with customers at the counter, refine your customer service skills, and Colony product knowledge. Another component of your internship will be to undertake a purposeful project. The project is crafted to empower you to dissect and address a pertinent business challenge, whether in theory or practice. Your findings and solutions will be presented to senior leaders, providing you with a platform to showcase your analytical prowess and strategic insights. What you'll need to have for success: Be a rising junior or senior, pursuing a bachelor's degree in business, marketing, supply chain management, operations, or another equivalent field of study from an accredited university or college Attention to detail mindset Aspiration to provide exceptional customer service Desire to learn in a fast-paced hands-on environment This position is based at our headquarters in Orange, CT and candidates must be local. No relocation support will be provided for this position. Life at Colony With over 50 locations in 18 states and over 1,100 employees, Colony Hardware is the leading distributor of tools, equipment, fasteners, supplies, and safety products to commercial construction and industrial accounts throughout our markets. Our customers can count on us for same or next-day delivery of over 30,000 products from the top names in the industry right to their job site with no minimum order requirement. At the heart of what we do is building long-term, meaningful relationships. Whether it is our customers, suppliers, or our associates, everyone is a part of the Colony family! At Colony, our people are our most valuable asset. Success as a Colony Associate means being reliable, conscientious, and passionate. With our direction centered on teamwork, every employee at Colony will not only find their work to be meaningful but will have the opportunity to grow alongside Colony, both professionally and personally. Colony's Commitment to Equal Opportunity: Colony Hardware Corporation is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, citizenship, religion, marital status, victim of domestic violence, familial status, genetic predisposition or information, disability, Family and Medical Leave, military or veteran status, citizenship, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. Salary: $20.63 per hour

Hicksville, New York, United States of America **Hours:** 40 **Pay Details:** $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:** + Experience selling investments and providing financial plans + Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable working in a fast paced environment + Ensures all new & existing clients are provided with a planning experience + Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed + Implements and executes a differentiated service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners + Executes in thorough manner that is compliant with regulations, policies and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) + Ensures all Continuing Education requirements are attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed + Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff + Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to the general public in a professional manner + Is involved in the community and support TDBG charity and community initiatives **Education & Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals + Advanced understanding of wealth products and services + Strong verbal and written communication skills + Strong organizational and time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience interacting with retail and small business banking clients + Consultative sales experience required + Demonstrated ability to establish relationships and partner effectively with other departments + Proven ability to achieve sales goals **Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the well-being of TD, its Customers and stakeholders + Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity + Models quality service delivery at every interaction + Leads and contributes to the ongoing improvement of the partner / Customer experience **Employee/Team Accountabilities:** + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience + Participates fully as a member of the team and contribute to a positive work environment + May provide leadership, training, and guidance to other team members + Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest + Actively shares information and knowledge, and proactively learn from the expertise of other **OCC Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. + Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Continuous + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Occasional + Squatting - Occasional + Bending - Occasional + Kneeling - Occasional + Crawling - Occasional + Climbing - Never + Reaching overhead - Occasional + Reaching forward - Occasional + Pushing - Occasional + Pulling - Occasional + Twisting - Occasional + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Job DescriptionDescription: Prime Capital Financial is seeking a motivated individual looking for a long-term career with a growing company supporting our Financial Network Limited brand in Overland Park/ Kansas City, Kansas. This is a great opportunity for someone looking to start or advance their career as a financial advisor. As an Associate Financial Advisor at Prime Capital Financial, the ideal candidate will work directly with a senior advisor on our team in all aspects of the financial planning and client service process. This includes case preparation, meeting with clients, and managing financial planning software. Our firm's mission is to inspire people to achieve their life's ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial is different because we believe greatness starts and ends with our people. We are proud of having created an environment where drive, enthusiasm, candor, and professionalism are encouraged, supported, and valued. Our standards are to be the very best. If you are a detail-focused, dynamic individual who thrives in a team-oriented office setting and are ready to meet the challenge of building something great, we want to hear from you. Objectives: The Associate Advisor will be an integral part of the team and work directly with a Senior Advisor to learn all aspects of investment management and financial planning processes. This includes case preparation, meeting with clients, client communication, building, implementing, and managing financial plans, making detailed notes for each client, and learning the PCIA way of onboarding prospects and servicing our clients. An Associate Financial Advisor will also be working closely with our Client Service department to learn and build an understanding of the role they have in working with clients and advisors. Our Standards: Our overall standard is "service excellence." Our goal is to provide the very best experience in service to our clients and advisors. As such, our Associate Financial Advisors must display: Professional Expertise An ability to quickly form and maintain a positive, productive relationship with advisors and their clients Strong technology skills An ability to learn the financial services industry and understand the objectives for the position Tremendous written and oral communication skills Ability to adapt quickly and positively to change in the financial services industry Superior attention to detail and follow through; accuracy is extremely important Excellent organizational and time-management skills; ability to successfully multitask and manage priorities effectively Team player and collaborator High standard of professionalism, ethics, confidentiality, and integrity Willingness to be proactive There are several key areas where Associate Advisors must demonstrate professional proficiency: Financial industry terminology and account types Salesforce data entry and management Detailed and accurate record-keeping Policy and procedures, including FINRA guidelines Google Suite and calendar management Microsoft Suite and Adobe 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 Curiosity and desire to ask questions and learn from the senior advisor Passion for new opportunities High attention to detail Strong work ethic Process-driven approach to preparation and follow-up Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. Follow high business and professional ethics standards and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Key Responsibilities: Preparing, presenting, and implementing customized, comprehensive financial plans and portfolios Support role before, during, and after client meetings Providing financial planning services and technical advice to clients in all areas, including investment planning, insurance planning, tax planning, retirement planning Prepare for client meetings Gather and enter client data into financial planning tools, run analyses before and after meeting Perform case analysis and develop recommendations Conduct and/or participate in client meetings to present recommendations/deliver advice Determine the client's risk tolerance Develop portfolio/robust product solution recommendations that will fit the client's risk tolerance and time frame Run illustrations and hypotheticals Develop, manage, and retain client relationships Interact with high-net-worth individuals Apply and communicate complex financial planning concepts based on the client's situation Coaching clients regarding planning options/products Directing and overseeing plan production for client planning matters Education/Experience Financial services experience (2+ years) Bachelor's Degree required Licensing required: Series 65 Life & Health Insurance preferred CFP preferred 2-3 years experience servicing wealth management clients in a client facing role Experience with financial planning software Experience solving moderately complex financial planning needs Experience with investment portfolios and client asset allocations Strong organization, prioritization, and management skills Strong mathematical and analytical skills Excellent verbal and written communication skills Benefits: Health, Dental, Vision, 401(k) Teladoc EAP Voluntary Group Life and AD&D, Aflac, and Nationwide Pet Insurance Prime Capital Investment Advisors (“PCIA”) Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 70+ locations throughout the United States, with over 180 investment advisor representatives and 190+ associates serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”) a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit ******************* Requirements:

Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on: - Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits Responsibilities: - Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives. - Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments. - Create a referral based practice to build your clientele. Financial Representative Benefits: Northwestern Mutual is committed to offering a comprehensive benefit program: - Top-Ranked Training Program - Competitive Benefits Package - Leadership Opportunities - Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) - Personalized Mentorship from Top Advisors and Industry Leaders - Unlimited Earning Potential Qualifications Preferred Qualifications: - Bachelor's degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.

The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an entry-level, ambitious, and relationship-focused Financial Advisor Trainee to grow with us. We're offering more than just a job - this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As a member of our team, you'll assist the firm's founding partners in managing relationships with top-tier clients in a “second-chair” advisory role - gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen. As your knowledge and experience grow, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly. There are no business development requirements in this role. (i.e. You will not be expected to bring in new clients.) Key Responsibilities Manage and deepen relationships within an assigned client book of business. Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings. Onboard and build new client relationships that come in via practice acquisitions. Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning. Maintain accurate and timely client records in CRM system. Uphold a white-glove service experience in every client interaction. What We're Looking For 0-5 years of experience in financial planning or advisory services. Series 7 & 66 Exams and state Insurance license will be required within first 6 months of hire. Strong interpersonal skills with the ability to build rapport and trust with clients. A team-first attitude and a growth mindset - you see opportunity where others see obstacles. Comfortable with both the technical and relational sides of financial advising. Ambition to become a lead advisor and grow your own book of business within our ecosystem. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

Are you looking to have a positive impact on people in your community? Connex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others. We're a company with a long and successful history where trust is important and exceptional customer service is the standard. We are committed to our employees, our members and the communities we serve. If you want to make a difference and be part of a growing, inclusive organization, join us in our mission. Benefits: Competitive compensation. Medical, Dental and Vision coverage. Paid time off. 401K contributory plan with company match. The opportunity to become involved in community outreach. Qualifications The financial analyst (FA) role performs highly analytical and detail-oriented tasks and serves as a key resource to the Executive Vice President | CFO and others on the executive and senior management teams. The FA position is deeply involved in the credit unions financial planning and analysis, forecasting, and financial reporting - each to provide insights that support our strategic decision-making. More specifically, the FA will provide day-to-day support for our asset/liability management (ALM), profitability, and budgeting functions. The FA is also available to other departments for any special projects that require financial analysis and therefore must have a well-rounded knowledge of the industry. Key Responsibilities Financial planning, analysis, and reporting: Prepare and analyze monthly financial statements (including management's discussion and analysis (MD&A)), budget to actual reports, and key performance indicators (KPIs) to assess and report on the credit union's financial condition and performance. Interest-rate risk (IRR): Coordinate with third-party vendor to provide data extracts and manage the process for evaluating and reporting on the IRR results to the Asset Liability Committee (ALCO). Ensure that the credit union is measuring and managing appropriate risk objectives that comply with policy objectives and risk limits. Branch profitability: Coordinate with third-party vendor to provide data extracts and manage the process for evaluating and reporting on the branch profitability results used for decision making purposes. Manages the process for evaluating results and drafting MD&A reporting and reporting to key constituencies. Budgeting and forecasting: Develop and manage financial forecasts, annual budgets, and long-term financial plans to support strategic objectives. Financial modeling: Build and maintain financial models to evaluate business scenarios, loan portfolios, investment opportunities, and risk exposure. Analyze trends and evaluate opportunities and work with the CFO and others to develop recommendations to assist in product development, product pricing and other organizational strategic decisions. Other responsibilities Regulatory compliance: Ensure financial reports comply with regulations and internal policies, assisting with internal and external audits as well as regulatory filings and inquiries. Business partnering: Collaborate with internal teams, including accounting, marketing, loan servicing, et al., to provide data-driven insights for decision-making. Market and competitor analysis: Monitor industry trends, market conditions, and competitor financial performance to identify growth opportunities. Process improvement: Enhance financial reporting processes and implement automation tools to improve efficiency and accuracy. Qualifications and Requirements Education: Bachelor's degree in finance, accounting, economics, or a related field. Experience: 2+ years of experience in financial analysis, preferably within a banking or financial services environment. Experience must include the use of net present value methodology, and financial projection simulation modeling as well as a working knowledge of fixed income products. Technical skills: Proficiency in financial modeling, Excel, SQL, and banking analytics software. Minimum of 1-2 years IRR modeling experience required; 3-5 years of experience preferred. Regulatory knowledge: A working knowledge of accounting principles and banking regulations Analytical thinking: Ability to interpret complex financial data and provide actionable insights Communication skills: Excellent written and verbal communication skills to present financial findings to senior leadership. .