We are looking for a Finance Intern for Summer 2026!
is fully in-person in Buffalo, NY and housing is not provided.
The Finance Intern will work directly with the Finance and Accounting teams on various accounting, corporate reporting, special projects and ad hoc projects.
Essential Job Functions
1. Work closely with Finance and Accounting teams to reconcile and review results monthly financial results.
2. Involvement in cross-functional projects to identify, recommend, and implement accounting treatment and improvement opportunities.
3. Provide financial analysis and support for high level special and ad hoc projects related to, M&A, accounting research, financial reporting.
4. Provide backup support for accounting staff and finance functions as needed.
Requirements
• Pursuing a degree in Accounting or Finance preferred
• Must be in good academic standing
Knowledge, Skills, and Abilities
• Ability and willingness to adapt quickly to changes in business conditions
• Experience with Microsoft Excel and other business information systems
• Ability to manage multiple tasks, work under pressure, and meet deadlines
• Able to work effectively with cross-functional teams (vertically and horizontally) within the organization
• Character and work ethic to be able to work with a wide range of personalities, backgrounds, and experience levels
• Strong communication skills
Pay Range: $16.00 - $22.00 per hour
Why Intern with Nissha Summer 2026?
Kickstart your career with the Pathfinder Internship Program at Nissha Medical Technologies in Buffalo, NY! This hands-on opportunity is designed to provide students with real-world experience in a fast-paced, innovative manufacturing environment. As a Pathfinder Intern, you'll gain valuable skills, collaborate with industry professionals, and make meaningful contributions to our mission of advancing medical technology. Plus, you'll have the unique chance to participate in the PowerUp Tech Program with TechBuffalo, where you'll enhance your technical expertise, expand your professional network, and prepare for a thriving career in tech-driven industries. Join us and take the first step toward a bright future!
$16-22 hourly 60d+ ago
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Finance Associate
Nance Staffing
Finance internship job in Buffalo, NY
Experience:
2 to 6 years in commercial finance transactions.
Responsibilities:
Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions.
Advise on and handle term loans, letters of credit, acquisition financing.
Manage documentation and negotiations for equipment leasing and finance agreements.
Facilitate cross-border transactions involving secured and unsecured credit facilities.
Requirements:
Juris Doctor (J.D.) from an accredited law school.
Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients.
Excellent written and verbal communication skills.
Strong academic credentials.
Salary: $124,000 to $158,000
A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.
$124k-158k yearly 60d+ ago
Financial Representative Entry Level
Northwestern Mutual-Buffalo District 4.5
Finance internship job in Buffalo, NY
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Buffalo District of Northwestern Mutual, we dont just grow careers; we grow people. Together, we are building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized, creating a space where ideas spark, careers accelerate, and futures are built. We believe in giving back and showing up for our community, from hands-on service projects to championing causes close to our hearts such as Alexs Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by the belief that the work we do changes lives both in the communities we serve and for the clients who trust us with their dreams.
Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221
Watch this short video to experience
A Day in the Life of a Northwestern Mutual Advisor
: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Nii Sowah, Managing Director:
Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055.
Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office.
Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.
Ben Ross, Wealth Management Advisor/Growth Development Director:
Time with NM: 13 years, beginning his career as an Advisor in 2012.
Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community.
Passionate About: Dedicated to giving back through initiatives such as
The Ride for Roswell
, which raises funds for cancer research, and an annual
Women in STEM
scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.
John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:
Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm.
Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional.
Passionate About: Giving back to the community through leadership roles with WQLN, exp ERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.
Ryan OConnor, Wealth Management Advisor:
Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets.
Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute.
Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.
Ryan Preziosi, Wealth Management Advisor:
Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year.
Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships.
Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$72k-116k yearly est. 22d ago
Data Intern
Child and Family Services 4.5
Finance internship job in Cheektowaga, NY
The Data Intern will work closely with the Data Analyst to support a variety of data-related projects and daily operations. This role is ideal for a college student seeking hands-on experience in data analytics, business intelligence, and organizational reporting.
Intern Activities:
Assist with data gathering, cleaning, and transformation for reporting and dashboard development.
Support the creation and maintenance of dashboards, logic models, and scorecards.
Help document data flows, relationships, and processes (e.g., ER diagrams, data dictionaries).
Participate in data validation and quality assurance activities.
Aid in preparing reports for program evaluation, strategic planning, and committee participation.
Contribute to the organization and review of program data needs across multiple systems (e.g., EHRs, BI platforms, Odoo, FAMs).
Support the implementation of artificial intelligence initiatives and learning groups as directed.
Assist with documentation and communication of data findings for various audiences.
Attend relevant meetings and work groups as needed.
Minimum Requirements
Current enrollment in a Bachelor's or Master's program in Data Science, Computer Science, Information Systems, or a related field.
Foundational knowledge of data modeling, data gathering, and data cleansing.
Proficiency in Microsoft Excel and basic SQL.
Familiarity with dashboarding tools (e.g., Power BI, Tableau, Sisense).
Strong analytical and problem-solving skills.
Ability to work independently and collaboratively.
Good written and oral communication skills.
Interest in data analytics and its impact on organizational outcomes.
Internship Details
Supervision and mentorship provided by the Data Analyst will occur on a bi-weekly basis. Supervision meetings will be scheduled to provide guidance, review progress, answer questions, and support professional development. Additional check-ins or support sessions can be arranged as needed to ensure the intern's learning goals are met.
Opportunity to participate in team meetings, training, and collaborative projects.
C+FS offers a wide variety of programs. As the Data Intern, you will have the opportunity to learn more about how non-profit agencies support communities and make a positive impact.
Flexible schedule to accommodate academic commitments.
Onsite or remote options may be available.
Students should be local to the WNY area.
This is an unpaid internship.
$26k-34k yearly est. 22d ago
Financial Analyst III
Thermofisher Scientific 4.6
Finance internship job in Grand Island, NY
**Company Information** At Thermo Fisher Scientific, our Finance teams are essential to our business and functional teams to make educated, sound decisions that drive our Mission and make us a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Financial Reporting, Audit, Investor Relations, Strategy & Corporate Development to Accounting, our Finance functions have a diverse and global presence, providing significant opportunities to develop unique career experiences and perspectives. Ranked #95 on the 2021 Fortune 500 list and with revenues of more than $35 billion, you'll discover endless opportunities to grow a rewarding career as part of the world leader serving science.
**How you will make an impact**
Biologic and Chemicals Division (BCD) is a $1.3B business within BPG Group, which offers Cell Culture and Cell Therapy products serving the Pharmaceutical and research market. We are seeking an Analyst who will be an integral part of Grand Island finance team to support the delivery of our near and long-term financial objectives.
**Job Description**
**Job Title: Financial Analyst III**
Reports To: Margaret Dowd; Sr Finance Manager
Group/Division: BCD Finance/BPG
Career Band: 6
Job Track: Professional
Position Location: Grand Island, NY
Number of Direct Reports: 0
Day/Shift (if applicable): N/A
FLSA Status (Exempt/Non-Exempt): Exempt
Relocation (if applicable): no
**Key Responsibilities**
+ Work closely with key Operations business partners to identify and mitigate issues impeding the achievement of business goals
+ Responsible for assisting with period-end manufacturing financial reporting, manufacturing variance forecasts including the liaison with business partner to assist them in meeting the spending forecast, business needs and critical issues.
+ Support Sr Manager with data analysis on Plant Performance including monthly report outs to leadership - focus on scrap and excess and obsolescence
+ Assist in the preparation of monthly/quarterly financial forecast update and annual Operating (AOP) plans
+ Prepare Cost quotes on new products
+ Partner cross-functionally to provide financial guidance on Productivity improvement
**Minimum Requirements/Qualifications:**
+ BS degree in Finance or Accounting or Business-related field
+ 3+ years of relevant experience
**Knowledge, Skills, Abilities**
+ Effective verbal and written communication skills, able to summarize and present information in a concise and effective manner
+ Attention to detail and consistently delivering high quality work. Ability to learn quickly, meet deadlines and multi-task in deadline driven environment
+ Good understanding of business processes and operations & financial controls, able to identify control weaknesses in existing process and recommend mitigation actions
+ Ability to manage multiple and competing priorities
+ Analysis and interpretation of data, including proficiency in Excel
**Preferred Qualifications:**
+ Cost accounting experience
+ Experience with Hyperion Essbase, Hyperion planning, Cognos and E1
**This position has not been approved for Relocation Assistance.**
At Thermo Fisher Scientific, each one of our 90,000 extraordinary minds have a unique story to tell. Join us and contribute to our singular mission-enabling our customers to make the world healthier, cleaner and safer. Apply today! **************************** Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
**Compensation and Benefits**
The salary range estimated for this position based in New York is $75,800.00-$100,000.00.
This position may also be eligible to receive a variable annual bonus based on company, team, and/or individual performance results in accordance with company policy. We offer a comprehensive Total Rewards package that our U.S. colleagues and their families can count on, which includes:
+ A choice of national medical and dental plans, and a national vision plan, including health incentive programs
+ Employee assistance and family support programs, including commuter benefits and tuition reimbursement
+ At least 120 hours paid time off (PTO), 10 paid holidays annually, paid parental leave (3 weeks for bonding and 8 weeks for caregiver leave), accident and life insurance, and short- and long-term disability in accordance with company policy
+ Retirement and savings programs, such as our competitive 401(k) U.S. retirement savings plan
+ Employees' Stock Purchase Plan (ESPP) offers eligible colleagues the opportunity to purchase company stock at a discount
For more information on our benefits, please visit: *****************************************************
Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.
$75.8k-100k yearly 60d+ ago
2026 Summer Internship Program - Commercial Banking (Credit Management)
TD Bank 4.5
Finance internship job in Boston, NY
Role Type:
Internship/Co-op
Work Term:
Summer/Term 3
Hours:
40
Pay Details:
$21.75 - $27.00 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.
Job Description:
The AMCB Summer Intern supports their Line of Business in the development and execution of work projects to support the Business' goals & objectives. The Summer Intern embodies TD's Shared Commitments and customer-focused culture.
Commercial Banking
TD Commercial Banking helps commercial customers manage their funds, finance their growth, and invest for the future by taking the time to understand their goals and customize products and services to suit their needs. This includes everything from governments, institutions and businesses, ranging from small "mom and pop" stores to multi-billion-dollar corporations.
This Commercial Banking Intern functions as a Credit Analyst Intern and is responsible for conducting in-depth industry and financial analysis of existing and potential borrowers. This job works cooperatively to support the Lending and Credit functions of the Bank.
Responsible for financial analysis of moderately complex loans/industries/Customers
Works more independently but under the guidance and review of lead staff
Good understanding of loan risk factors
Researches industry specific information from outside sources, which may include conversation with Borrowers, industry publications, area libraries, references from other banks, credit agencies, as well as accessing information through the Internet
Participates in Customer meetings and make direct inquiry for specific Customer information based on prior research, experience and knowledge (may require travel at times)
Integral part of loan origination process. Responsible for performing underwriting analysis of Borrower's character, credit worthiness and financial condition
Supports the lending function by providing analytical support
Prepares insightful and timely approval memorandums for presentation to appropriate lending and credit authorities
Thoroughly analyzes financial statements, management profiles, business and product cycles, cash flow ability, collateral, agings, etc. of future and existing Customers to identify trends, measure performance, assess financial strength and develop an assessment of credit risk
May prepare complete written analysis with appropriate recommendations for approval, denial and alternative structure when necessary
May maintain credit files, monitor data such as updated financial statements and prepare updated analysis memos
Monitors compliance with regulatory requirements
Provides written analysis that identifies any deviations from the Company Commercial Loan Policy and becomes familiar with alternative structures in order to reduce credit risk
Achieves operational performance standards in quality and timeliness
Commercial Banking is offering in-person internship opportunities in West Palm Beach, FL, New York City, NY, or Boston, MA. Interns will be required to be in-office 4 days a week.
Depth & Scope:
AMCB Summer Internship Experience
TD Bank, America's Most Convenient Bank , offers an Internship Program with an unparalleled experience - where you'll gain valuable insight into our vision to Build The Better Bank, while also strengthening the core skills and knowledge you'll need to launch a successful career.
Our 10-week, non-rotational program consists of:
A fun-filled, high-energy introduction to TD Bank, America's Most Convenient Bank
A variety of professional experiences and development training
Extensive networking opportunities and interactions with senior leaders
A dedicated support network, including a formal peer-mentoring program
An active role in community service projects
Opportunity to join our rotational analyst program upon graduation and participate in our 6 Week Innovation Challenge, VR experience and variety of learning & development opportunities.
Education & Experience:
Pursuing post secondary degree in business-related disciplines
Knowledge of Microsoft tools (Outlook, Teams, Word, PowerPoint, Excel)
Excellent interpersonal skills, problem solving and analytical skills
Ability to take initiative and accountability of your actions
Demonstrated leadership qualities
Strong written and oral communications skills
Detail oriented with an ability to handle multiple tasks
Ability to work independently and collaboratively
You must be work authorized in the United States on a permanent basis without the need for employer sponsorship
Anticipated graduation between December 2026 - June 2027 preferred
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Occasional
Sitting - Continuous
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Never
Squatting - Occasional
Bending - Occasional
Kneeling - Never
Crawling - Never
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.
$21.8-27 hourly Auto-Apply 8d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance internship job in Buffalo, NY
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 30d ago
Plant Finance Analyst - USAC
3M Companies 4.6
Finance internship job in Tonawanda, NY
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Plant Financial Analyst for the United States and Canada (USAC), you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
* Serving as the financial business partner for CBG plants
* Supporting plant and business teams through annual operating plan, monthly forecasting, and review processes
* Influencing strategies, priorities, and resource allocation decisions for the business
* Collaborating with cross-functional business team members to assess the impact, prioritize, and implement initiatives to help the organization meet its financial and operational goals
* Ensuring compliance with 3M's Global Financial Standards
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
* Bachelor's degree or higher in Finance or Accounting (completed and verified prior to start).
Additional qualifications that could help you succeed even further in this role include:
* Three (3) years of finance and accounting experience in a private, public, government, or military environment
* Excellent influencing, written, and verbal communication skills
* Experience leading others and contributing on cross-functional teams
* Excellent organizational skills
Work location: This role follows on-site workijng model, requireing the employee to work at least four days a week at the 3M Center in Maplewood, MN, Hutchinson, MN, Tonawanda, NY; Cynthiana, KY; and Perth, Canada
Travel: May include up to 10% domestic
Relocation Assistance: Not Authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting
Applicable to US Applicants Only: The expected compensation range for this position is $96,558.00 - $118,014.60, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
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Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
$96.6k-118k yearly Auto-Apply 20d ago
Merrill Experienced Financial Advisor
Bank of America 4.7
Finance internship job in Buffalo, NY
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
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**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$74k-119k yearly est. 60d+ ago
Financial Analyst
Provision People
Finance internship job in Buffalo, NY
Our award-winning client is seeking a Financial Analyst to join their team.Our client is looking for a talented Financial Analyst to join our dynamic team. In this role, you'll be a key player in optimizing IT spending, ensuring financial resources are aligned with strategic goals, and identifying cost-saving opportunities.
You'll leverage your analytical skills to manage budgets, analyze financial data, and make informed recommendations.
Responsibilities:
Partnering with IT and business leaders to create and manage IT budgets, ensuring financial resources are aligned with strategic goals.
Analyzing IT expenditures, identifying spending trends and variances, and providing valuable insights into the financial performance of IT initiatives.
Identifying opportunities to save costs and improve efficiency within the IT department, including analyzing vendor contracts and proposing cost-effective solutions.
Tracking IT software licenses, managing contract lifecycles, and assisting in negotiating contracts and pricing with IT vendors.
Required Qualifications:
A bachelor's degree in business, finance, accounting, MIS, or a related field.
4+ years of experience in a similar role.
Strong analytical and problem-solving skills with a passion for data.
Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and concisely.
The ability to work independently in a dynamic environment and prioritize effectively.
Bonus points if you have:
Experience with financial modeling and data analysis tools.
A strong customer service focus and a proactive approach.
$63k-98k yearly est. 60d+ ago
Analyst, Financial
Newmark Group Inc. 4.8
Finance internship job in Tonawanda, NY
* Under general supervision, responsible for monthly reporting and analysis. Responsibilities include: * Preparation of payroll and month-end closing journal entries including accruals and prepaids * Detailed general ledger maintenance
* Balance sheet account monthly reconciliations
* Preparation of monthly financial statements with variance analysis and supporting schedules. Conduct the primary review of various accounts and initiate any corrections. Report utility usage, work orders and other data with graphs.
* Prepare annual budgets for review of management and forecasting support of operations and capital projects
* Initiate Purchase Orders for billable time, work orders, capital projects, and annual funding
* Capital projects-prepare authorization requirement documentation and maintain funding projections, funding records and work in progress status
* Initiate purchase orders for capital project reimbursements and annual purchase orders for both Linde and Newmark
* Invoice Linde for billable work orders, machinists' time and other monthly funding and maintain Accounts Receivable activity
* Various other accounting reporting such as Quarterly Diversity for Linde (WBE/MBE/SBE)
* Coordinate accounting matters with other departments. Direct interface with internal/external management
* Perform general administrative functions when needed including inputting work orders from Help Desk requests
Salary: $75,000 - $80,000 annually
The expected base salary for this position ranges from $75,000 to $80,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.)
Skills, Education and Experience:
* Bachelor's degree in business administration or equivalent experience.
* Minimum of 5 years of previous accounting experience.
* Must be proficient with MS-Excel and familiar with MS-Word and Adobe Acrobat.
* Experience with computerized accounting systems (Nexus, JDE, MRI) a plus.
* Working in facilities maintenance/management a plus.
Position reports to the Sr. Facility Manager.
Work Location: On Site (Tonawanda, NY 14150)
Newmark is an Equal Opportunity Employer, M/F/D/V
$75k-80k yearly Auto-Apply 8d ago
Finance Analyst
Artech Information System 4.8
Finance internship job in Buffalo, NY
Artech is the #1 ranked IT Staffing Company in the US owned my woman (MWBE), according to Staffing Industry Analysts' 2016 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost.
Job Description
Title: Finance Analyst - L3
Location: Buffalo, NY
Duration: Minimum 12 Months
Client: Largest Pharmaceutical company in the USA.
Decision support and simplification:
• Provide expert advice to customer groups by proactively identifying opportunities and raising challenges to meet business objectives and mitigate risks
• Create nonstandard financial analysis and present trends
• Provide financial analysis as requested
• Work with Shared Management Accounting Services to ensure successful month end processes and reporting
• Support Sr. Finance Partner in development and implementation of standard costing model for annual standard cost setting of products to commercial, and generation of standard costs for NPI products
• Provide analytical support on an as needed basis to strategic activities such as business development (Value Engineering improvements), business evaluation proposals etc.
• Execute post-acquisition integration activities (e.g., GPS savings tracking, capital cost- savings project tracking)
Financial management and governance:
• Manage financial management activities for Oak Hill site in support of delivering business strategies and maintaining strong financial governance
• Accountable for risk identification and management for strong financial governance
• Review management accounts (actual, forecasts, budgets) to assist senior embedded business finance support in signing off on income statement and balance sheet
• Develop close working relationships with functional departments to ensure good financial understanding, control and identification of cost saving opportunities
• Assist in the management of corporate approvals (e.g., compliance with corporate development and ABAC requirements)
Qualifications
Influence and relationship building:
• Assist in the management of financial activities / issues for external business partnerships (e.g., third-party supplier, outsourcing partner, etc.)
• Educate customer groups on financial aspects of business decisions and resource allocations.
Professional qualification (e.g., CPA, MBA, Financial Accounting or Business degree)
Business / Accounting
Qualification:
• Experience working in business / functional unit
• Experience working in commercial P&L environment
• Demonstrated business skills executed with integrity and independent judgment
• Ability to effectively use negotiation and conflict resolution skills
• Experience working with client groups with ability to influence and challenge stakeholders at various levels
• Understanding of underlying business drivers
• Proficient financial knowledge of modeling, analysis, evaluation, and forecasting
• Experience working in cross-functional teams and across a matrixed environment
• Good interpersonal skills demonstrated by creation of a network of key partners within Finance and the business and the ability to bridge communications gap between finance and non-finance
• Understanding of systems and processes as they affect the financial results (JDE, Prism, DCS, etc.)
• Excellent computer skills including Excel, Word, PowerPoint
Additional Information
If you have any questions releated to this Job feel free to reach me @ ************
Best Regards
Pramod Galande:)
$61k-85k yearly est. 60d+ ago
Financial Analyst
Great Lakes Integrated Network, Inc. 3.6
Finance internship job in Buffalo, NY
Job Description
The full-time Financial Analyst will provide analytic support for all provider and payer contracting, value-based reimbursement design, modeling, and verification, as well as updating and creating reporting for groups in GLIN
Duties and Responsibilities (
including but not limited to
)
Support, and at times lead, special projects and ongoing performance improvement, growth, and population health initiatives across the enterprise
Conduct analyses that deliver effective decision-making support by analyzing complex financial information, forecasting business, industry, and economic conditions, and presenting implications and innovative solutions to senior management
Design and develop analytic models using Excel and Tableau for value-based reimbursement programs both with payers and providers, across multiple business lines, including Commercial, Medicare Advantage, Medicaid, and Government Programs
Creates and implements methodology using multiple techniques to forecast the financial performance of value-based contracts. This can include probability and statistics or actuarial techniques
Develop and foster internal relationships across the corporation. Provide analytic and consultative support to a broad spectrum of internal customer areas and external business partners.
Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
Provides analytical support for value-based programs, including independently monitoring/measuring the performance of the initiatives by leveraging utilization, financial, clinical, and benchmark data from multiple internal and external sources. Will perform analysis, summarize results, and oversee value-based payments
Qualifications or Education, Training, and Experience
Education: Bachelor's degree in mathematics, actuarial, finance, business or related field or comparable work experience, with an analytical/quantitative, healthcare, business or technical focus required.
Minimum of two years' experience in financial/actuarial or other types of analytical modeling role required.
Minimum of one year experience in a healthcare or health insurance setting preferred.
Knowledge, Skills, and Abilities:
Excellent communication skills, including presentation of complex topics, written, and oral communication
Must be skilled in Microsoft suite:
Excel - Proficient
PowerPoint - Proficient
Word - Proficient
Analytical
Problem-solving
Project management
Interpersonal
Business acumen
Strategic thinking
Initiative
Innovation
Judgement
Location: Must be located in Buffalo, NY or the surrounding areas.
We offer an outstanding benefits package including health, dental, 401K, vacation, and PTO, as well as a great working environment.
Pay range $75,000 to $85,000
The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within job's compensation range, and will be determined by considering factors including, but not limited to market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.
Equal Employment
Our culture encourages individual development, embraces an inclusive environment, rewards innovative excellence, and leads New York in provider and patient satisfaction. Great Lakes Integrated Network (GLIN) values diversity, inclusion, and equity as matters of fairness and effectiveness
.
We are committed to hiring and retaining a staff that reflects the diversity of the communities we serve, fostering an inclusive working environment where staff of all backgrounds feels welcomed and engaged
.
Great Lakes Integrated Network is an Equal Opportunity Employer
$75k-85k yearly 12d ago
Data Intern
Child & Family Services of Erie County 3.3
Finance internship job in Buffalo, NY
Job Description
The Data Intern will work closely with the Data Analyst to support a variety of data-related projects and daily operations. This role is ideal for a college student seeking hands-on experience in data analytics, business intelligence, and organizational reporting.
Intern Activities:
Assist with data gathering, cleaning, and transformation for reporting and dashboard development.
Support the creation and maintenance of dashboards, logic models, and scorecards.
Help document data flows, relationships, and processes (e.g., ER diagrams, data dictionaries).
Participate in data validation and quality assurance activities.
Aid in preparing reports for program evaluation, strategic planning, and committee participation.
Contribute to the organization and review of program data needs across multiple systems (e.g., EHRs, BI platforms, Odoo, FAMs).
Support the implementation of artificial intelligence initiatives and learning groups as directed.
Assist with documentation and communication of data findings for various audiences.
Attend relevant meetings and work groups as needed.
Minimum Requirements
Current enrollment in a Bachelor's or Master's program in Data Science, Computer Science, Information Systems, or a related field.
Foundational knowledge of data modeling, data gathering, and data cleansing.
Proficiency in Microsoft Excel and basic SQL.
Familiarity with dashboarding tools (e.g., Power BI, Tableau, Sisense).
Strong analytical and problem-solving skills.
Ability to work independently and collaboratively.
Good written and oral communication skills.
Interest in data analytics and its impact on organizational outcomes.
Internship Details
Supervision and mentorship provided by the Data Analyst will occur on a bi-weekly basis. Supervision meetings will be scheduled to provide guidance, review progress, answer questions, and support professional development. Additional check-ins or support sessions can be arranged as needed to ensure the intern's learning goals are met.
Opportunity to participate in team meetings, training, and collaborative projects.
C+FS offers a wide variety of programs. As the Data Intern, you will have the opportunity to learn more about how non-profit agencies support communities and make a positive impact.
Flexible schedule to accommodate academic commitments.
Onsite or remote options may be available.
Students should be local to the WNY area.
This is an unpaid internship.
$32k-43k yearly est. 25d ago
Financial Analyst III
Invitrogen Holdings
Finance internship job in Grand Island, NY
Company Information
At Thermo Fisher Scientific, our Finance teams are essential to our business and functional teams to make educated, sound decisions that drive our Mission and make us a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Financial Reporting, Audit, Investor Relations, Strategy & Corporate Development to Accounting, our Finance functions have a diverse and global presence, providing significant opportunities to develop unique career experiences and perspectives. Ranked #95 on the 2021 Fortune 500 list and with revenues of more than $35 billion, you'll discover endless opportunities to grow a rewarding career as part of the world leader serving science.
How you will make an impact
Biologic and Chemicals Division (BCD) is a $1.3B business within BPG Group, which offers Cell Culture and Cell Therapy products serving the Pharmaceutical and research market. We are seeking an Analyst who will be an integral part of Grand Island finance team to support the delivery of our near and long-term financial objectives.
Job Description
Job Title: Financial Analyst III
Reports To: Margaret Dowd; Sr Finance Manager
Group/Division: BCD Finance/BPG
Career Band: 6
Job Track: Professional
Position Location: Grand Island, NY
Number of Direct Reports: 0
Day/Shift (if applicable): N/A
FLSA Status (Exempt/Non-Exempt): Exempt
Relocation (if applicable): no
Key Responsibilities
Work closely with key Operations business partners to identify and mitigate issues impeding the achievement of business goals
Responsible for assisting with period-end manufacturing financial reporting, manufacturing variance forecasts including the liaison with business partner to assist them in meeting the spending forecast, business needs and critical issues.
Support Sr Manager with data analysis on Plant Performance including monthly report outs to leadership - focus on scrap and excess and obsolescence
Assist in the preparation of monthly/quarterly financial forecast update and annual Operating (AOP) plans
Prepare Cost quotes on new products
Partner cross-functionally to provide financial guidance on Productivity improvement
Minimum Requirements/Qualifications:
BS degree in Finance or Accounting or Business-related field
3+ years of relevant experience
Knowledge, Skills, Abilities
Effective verbal and written communication skills, able to summarize and present information in a concise and effective manner
Attention to detail and consistently delivering high quality work. Ability to learn quickly, meet deadlines and multi-task in deadline driven environment
Good understanding of business processes and operations & financial controls, able to identify control weaknesses in existing process and recommend mitigation actions
Ability to manage multiple and competing priorities
Analysis and interpretation of data, including proficiency in Excel
Preferred Qualifications:
Cost accounting experience
Experience with Hyperion Essbase, Hyperion planning, Cognos and E1
This position has not been approved for Relocation Assistance.
At Thermo Fisher Scientific, each one of our 90,000 extraordinary minds have a unique story to tell. Join us and contribute to our singular mission-enabling our customers to make the world healthier, cleaner and safer. Apply today! **************************** Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Compensation and Benefits
The salary range estimated for this position based in New York is $75,800.00-$100,000.00.
This position may also be eligible to receive a variable annual bonus based on company, team, and/or individual performance results in accordance with company policy. We offer a comprehensive Total Rewards package that our U.S. colleagues and their families can count on, which includes:
A choice of national medical and dental plans, and a national vision plan, including health incentive programs
Employee assistance and family support programs, including commuter benefits and tuition reimbursement
At least 120 hours paid time off (PTO), 10 paid holidays annually, paid parental leave (3 weeks for bonding and 8 weeks for caregiver leave), accident and life insurance, and short- and long-term disability in accordance with company policy
Retirement and savings programs, such as our competitive 401(k) U.S. retirement savings plan
Employees' Stock Purchase Plan (ESPP) offers eligible colleagues the opportunity to purchase company stock at a discount
For more information on our benefits, please visit: *****************************************************
$75.8k-100k yearly Auto-Apply 60d+ ago
Analyst, Financial
Cantor Fitzgerald 4.8
Finance internship job in Tonawanda, NY
Under general supervision, responsible for monthly reporting and analysis. Responsibilities include:
Preparation of payroll and month-end closing journal entries including accruals and prepaids
Detailed general ledger maintenance
Balance sheet account monthly reconciliations
Preparation of monthly financial statements with variance analysis and supporting schedules. Conduct the primary review of various accounts and initiate any corrections. Report utility usage, work orders and other data with graphs.
Prepare annual budgets for review of management and forecasting support of operations and capital projects
Initiate Purchase Orders for billable time, work orders, capital projects, and annual funding
Capital projects-prepare authorization requirement documentation and maintain funding projections, funding records and work in progress status
Initiate purchase orders for capital project reimbursements and annual purchase orders for both Linde and Newmark
Invoice Linde for billable work orders, machinists' time and other monthly funding and maintain Accounts Receivable activity
Various other accounting reporting such as Quarterly Diversity for Linde (WBE/MBE/SBE)
Coordinate accounting matters with other departments. Direct interface with internal/external management
Perform general administrative functions when needed including inputting work orders from Help Desk requests
Salary: $75,000 - $80,000 annually
The expected base salary for this position ranges from $75,000 to $80,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.)
Skills, Education and Experience:
Bachelor's degree in business administration or equivalent experience.
Minimum of 5 years of previous accounting experience.
Must be proficient with MS-Excel and familiar with MS-Word and Adobe Acrobat.
Experience with computerized accounting systems (Nexus, JDE, MRI) a plus.
Working in facilities maintenance/management a plus.
Position reports to the Sr. Facility Manager.
Work Location: On Site (Tonawanda, NY 14150)
Newmark is an Equal Opportunity Employer, M/F/D/V
$75k-80k yearly Auto-Apply 4d ago
Infusion Financial Representative
Kaleida Health 4.8
Finance internship job in Williamsville, NY
**Under the direction of the assigned Site Supervisor or Manager performs activities to ensure timely and accurate posting, authorizations for treatment and abstracting or patients charges and data entry functions related to front-end failures that hinder our ability to secure reimbursement.**
**Education And Credentials**
HS - High School Diploma or GED required. AAS - Associate of Applied Science Business or Health Care related required.
**Experience**
**Two (2) years of charge posting and abstracting experience, working knowledge of the authorization process and working with insurance companies preferably in a hospital outpatient environment, or equivalent combination of education and experience. Knowledge of medical terminology and anatomy. Knowledge of ICD-9CM and CPT-4 coding. Ability to calculate figures such as discounts, interest, and percentages accurately. Advanced skill in Microsoft Office Suite, especially Excel. Working knowledge of department required. Data Entry skills test required.**
Working Conditions
**Job Details**
Department: MFS Infusion Center
Standard Hours Bi-Weekly: 75.00
Weekend/Holiday Requirement: No
On Call Required: No
**With Rotation:** No
**Scheduled Work Hours:** 8am-4pm
Work Arrangement: Onsite
Union Code: N00 - Non Union KH
Requisition ID#: 12733
Grade: HR207
Pay Frequency: Bi-Weekly
**Salary Range:** $21.07 -$28.98
*Wage will be determined based on factors such as candidate's experience, qualifications, internal equity, and any applicable collective bargaining agreement.
_Kaleida Health's mission is to advance the health of our community, and we believe our diversity, equity, and inclusion (DEI) strategic work is mission- critical for the good of our workforce and the community who need and depend on our care and services. We understand that racism and health inequities stand firmly in the way of advancing the health of our community, and Kaleida Health envisions DEI as the pursuit of equity and restorative justice for every person. We will exemplify courage and accountability through both the professing and practice of our core values for our friends, colleagues, and community. Kaleida Health is committed to creating a culture of equity and inclusion where diversity is valued and celebrated!_
**Position** Infusion Financial Representative
**Location** US:NY:Williamsville | Clerical | Full-Time
**Req ID** null
Equal Opportunity Employer
Kaleida Health is committed to diversity and believes our workforce is strengthened by the inclusion of and respect for our differences.
Kaleida Health is an equal opportunity and affirmative action employer. All qualified individuals are encouraged to apply and will receive consideration without regard to race, color, religion, sex, national origin, citizenship status, creed, gender, gender identity or expression, sexual orientation, disability, veteran status or any other factor which cannot lawfully be used as a basis for an employment decision.
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for or perform your job.
$21.1-29 hourly 60d+ ago
Financial Representative Career Changer
Northwestern Mutual-Buffalo District 4.5
Finance internship job in Lewiston, NY
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Buffalo District of Northwestern Mutual, we dont just grow careers; we grow people. Together, we are building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized, creating a space where ideas spark, careers accelerate, and futures are built. We believe in giving back and showing up for our community, from hands-on service projects to championing causes close to our hearts such as Alexs Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by the belief that the work we do changes lives both in the communities we serve and for the clients who trust us with their dreams.
Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221
Watch this short video to experience
A Day in the Life of a Northwestern Mutual Advisor
: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Nii Sowah, Managing Director:
Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055.
Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office.
Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.
Ben Ross, Wealth Management Advisor/Growth Development Director:
Time with NM: 13 years, beginning his career as an Advisor in 2012.
Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community.
Passionate About: Dedicated to giving back through initiatives such as
The Ride for Roswell
, which raises funds for cancer research, and an annual
Women in STEM
scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.
John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:
Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm.
Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional.
Passionate About: Giving back to the community through leadership roles with WQLN, exp ERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.
Ryan OConnor, Wealth Management Advisor:
Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets.
Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute.
Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.
Ryan Preziosi, Wealth Management Advisor:
Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year.
Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships.
Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$72k-115k yearly est. 11d ago
Financial Advisor
Edward Jones 4.5
Finance internship job in Lancaster, NY
This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
* Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
* Salary for the first five years as you begin to build your practice²
* A firm-provided branch office in the community
* Branch office support to help lighten the load so you can focus on your clients
* A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect…
* No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
* A compensation package that includes opportunities for commissions, profit sharing and incentive travel
* The flexibility that you need to balance your personal and professional lives - the best of both worlds
* A culture of continuous improvement and professional development
Key Responsibilities
* Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
* Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
* Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
* Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
* Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
* An interest in financial services/markets and how they work
* Love of learning and challenges, including determination to succeed
* Skilled in long-term relationship building
* Comfortable in your ability to think critically
* Passion for new opportunities
Can you see yourself…
* Learning to be a financial advisor through our comprehensive training program?
* Delivering personalized investment and financial solutions to your clients?
* Taking ownership of your business's growth and success?
* Meeting professional and personal objectives as they relate to building your practice?
* Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
* A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
* Financial services and/or sales experience
* Financial services registration, licensing, or certification
* Professional and/or military career progression
Licensing:
* SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
* FINRA registrations required within three months. State insurance licenses will be required.
* As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
$45k-100k yearly 1d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Finance internship job in Buffalo, NY
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
How much does a finance internship earn in Buffalo, NY?
The average finance internship in Buffalo, NY earns between $30,000 and $59,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.
Average finance internship salary in Buffalo, NY
$42,000
What are the biggest employers of Finance Interns in Buffalo, NY?
The biggest employers of Finance Interns in Buffalo, NY are: