Finance internship jobs in Charlottesville, VA - 24 jobs

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 9 out of 10 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you'll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Collabera is ranked amongst the top 10 Information Technology (IT) staffing firms in the U.S., with more than $525 million in sales revenue and a global presence that represents approximately 12,000+ professionals across North America (U.S., Canada), Asia Pacific (India, Philippines, Singapore, Malaysia), and Europe (Ireland, Netherlands, Poland, United Kingdom). We support our clients with a strong recruitment model and a sincere commitment to their success, which is why more than 75% of our clients rank us amongst their top three staffing suppliers. Not only are we committed to meeting and exceeding our customer's needs, but also are committed to our employees' satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as the “Best Staffing Firm to Work For” for five consecutive years since 2012. Collabera has over 50 offices across the globe with a presence in ten countries and provides staff augmentation, managed services and direct placement services to global 2000 corporations. For consultants and employees, Collabera offers an enriching experience that promotes career growth and lifelong learning. Visit ***************** to learn more about our latest job openings. Awards and Recognition --Staffing Industry Analysts: Best Staffing Firm to Work For (2016, 2015, 2014, 2013, 2012) --Staffing Industry Analysts: Largest U.S. Staffing Firms (2016, 2015, 2014, 2013) --Staffing Industry Analysts: Largest Minority Owned IT Staffing Firm in the US. Job Description A Fortune 100 manufacturing giant looking urgently for Financial Analyst III who will The FP&A Analyst is a key member of the FP&A team, providing comprehensive financial reporting, planning & analysis with focus on Enabling functions coupled with business wide base cost consolidation and analytics. Position Details: Industry: Energy & Management Location: Charlottesville, VA 22911 Job Title: Financial Analyst III Key Deliverables: • Support monthly and quarterly closing and reporting processes, ensuring accuracy of monthly/quarterly financials & timely KPI reporting • Analyze performance against targets on a regular basis • Drive and own planning processes: use deep cost knowledge to drive accurate short and long term forecasts; connect recent trends with base cost background and deliver solid estimates • Participate in projects to facilitate and increase capacity for value-added financial analysis, e.g. process automation to continuously improve tools and outputs, simplify assessments, ES COA adoption, etc. Qualifications Must Have: · Bachelors in Finance, Accounting, Business or related field. · Minimum 3 years of experience in Finance - Functional Management · 5-7 years minimum Experience With Financial Planning, Annual Planning, Budgets · SAP user experience, Hyperion, Powermax, etc. Additional Information If you want to know more and apply, please connect with: Niraj Singh **************************** ************ ************************************************

**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.

Duration: June 2026 - August 2026 About Us TerraForm Power ("TERP"), a platform company of Brookfield Renewable, attracts high-performing individuals who are driven to make an impact in a fast-paced and collaborative environment. We offer unparalleled opportunity to lead and manage one of the largest renewable energy businesses with decades of history, while contributing to the global need for sustainable energy. We offer tremendous growth opportunity for individuals with an entrepreneurial mindset. The company is committed to employee development, encouraging curiosity, ownership, and continuous learning. You'll be empowered to take initiative, contribute ideas, and grow your career within a supportive and ambitious organization. Job Summary We are looking for a highly motivated Geographic Information Systems (GIS) Intern to join our team of professionals at TerraForm Power. Reporting to the Director, Land Origination, the GIS Intern will support the Greenfield Development Team with identifying and securing real estate opportunities for potential solar development projects across target markets. This role offers an excellent opportunity to contribute to a growth-oriented organization, engage in key corporate initiatives, and gain experience and insight into the renewable energy industry. Responsibilities Corporate * Provide support to related GIS and spatial data analysis through coordination with various stakeholders across the organization * Support spatial data maintenance and update processes * Conduct market research to support Greenfield Development decisions Assist in the preparation of presentations for senior management * Identify trends, advise company and recommend actions to the Director, Land Origination based on sound analysis Greenfield Development * Gain experience using ArcGIS software to create mapping products for new leads and existing projects * Scrub geospatial and tabular parcel data for accuracy and completeness * Prepare external materials and site maps, with excellent attention to detail * Assist with reviewing and analyzing geospatial datasets, editing data, digitizing, or creating features, as needed * Assist with updating internal geospatial databases * Maintain siting folders and project files to keep siting exercises organized and cataloged * Assist with updating other geospatial datasets, as needed * Perform other duties, as assigned * Technical and Experience Requirements * Demonstrated experience in ArcGIS software is required * Excellent attention to detail * Well organized, self-motivated and eager to learn * Strong problem solving and analytical skills Qualifications Educational Qualifications * Enrolment in a bachelor's degree in GIS, Geography, Environmental Science, Engineering, or related field is preferred Communication, Analytical and Interpersonal Qualifications * Excellent written and verbal communication skills * Strong interpersonal skills and ability to work collaboratively in a diverse team environment at all levels of the organization * Strong analytical skills and attention to detail * Excellent problem-solving skills and ability to make data-driven decisions * High level of integrity and ethical standards. * Strong organizational skills and ability to manage multiple tasks and deadlines * Proactive and self-motivated with a strong work ethic * Adaptability and willingness to learn new skills and technologies If you are passionate about GIS and renewable energy and are ready to take on new challenges, we encourage you to apply for this exciting opportunity. Join us in our journey to lead the transition to a more sustainable and energy-efficient future. * Compensation: $25 per hour

Duration: June 2026 - August 2026 About Us TerraForm Power ("TERP"), a platform company of Brookfield Renewable, attracts high-performing individuals who are driven to make an impact in a fast-paced and collaborative environment. We offer unparalleled opportunity to lead and manage one of the largest renewable energy businesses with decades of history, while contributing to the global need for sustainable energy. We offer tremendous growth opportunity for individuals with an entrepreneurial mindset. The company is committed to employee development, encouraging curiosity, ownership, and continuous learning. You'll be empowered to take initiative, contribute ideas, and grow your career within a supportive and ambitious organization. Job Summary We are looking for a highly motivated Geographic Information Systems (GIS) Intern to join our team of professionals at TerraForm Power. Reporting to the Director, Land Origination, the GIS Intern will support the Greenfield Development Team with identifying and securing real estate opportunities for potential solar development projects across target markets. This role offers an excellent opportunity to contribute to a growth-oriented organization, engage in key corporate initiatives, and gain experience and insight into the renewable energy industry. Responsibilities Corporate * Provide support to related GIS and spatial data analysis through coordination with various stakeholders across the organization * Support spatial data maintenance and update processes * Conduct market research to support Greenfield Development decisions Assist in the preparation of presentations for senior management * Identify trends, advise company and recommend actions to the Director, Land Origination based on sound analysis Greenfield Development * Gain experience using ArcGIS software to create mapping products for new leads and existing projects * Scrub geospatial and tabular parcel data for accuracy and completeness * Prepare external materials and site maps, with excellent attention to detail * Assist with reviewing and analyzing geospatial datasets, editing data, digitizing, or creating features, as needed * Assist with updating internal geospatial databases * Maintain siting folders and project files to keep siting exercises organized and cataloged * Assist with updating other geospatial datasets, as needed * Perform other duties, as assigned * Technical and Experience Requirements * Demonstrated experience in ArcGIS software is required * Excellent attention to detail * Well organized, self-motivated and eager to learn * Strong problem solving and analytical skills Qualifications Educational Qualifications * Enrolment in a bachelor's degree in GIS, Geography, Environmental Science, Engineering, or related field is preferred Communication, Analytical and Interpersonal Qualifications * Excellent written and verbal communication skills * Strong interpersonal skills and ability to work collaboratively in a diverse team environment at all levels of the organization * Strong analytical skills and attention to detail * Excellent problem-solving skills and ability to make data-driven decisions * High level of integrity and ethical standards. * Strong organizational skills and ability to manage multiple tasks and deadlines * Proactive and self-motivated with a strong work ethic * Adaptability and willingness to learn new skills and technologies If you are passionate about GIS and renewable energy and are ready to take on new challenges, we encourage you to apply for this exciting opportunity. Join us in our journey to lead the transition to a more sustainable and energy-efficient future. * Compensation: $25 per hour

Are you looking for a full time position in Charlottesville this summer? Do you own a car and a phone? Are you able to work weekends? We are hiring at $18.00 per hour and pay time-and-a-half for overtime. Management Services Corporation, one of The Caton Companies, is seeking Summer Multifamily Rental Turnover Analyst who have a strong desire to learn, the ability to follow written instructions, and can work independently. Seasonal positions will start in May, 2026, and continue until mid-August. Summary/Objective Responsible for the quick and efficient turnover (make ready) of residential rental units within the allocated time, with the highest quality, most complete and accurate work, and with 100% new tenant satisfaction. Coordination of the turnover schedule and work needed in vacant residential units. Provide assistance to property managers with any necessary administrative tasks or projects. Essential Functions · Conducting move-out inspections of newly vacated units · Generating thorough reports for all units inspected · Creating work orders for necessary maintenance in units · Scheduling subcontractors for necessary work in units (cleaning, painting, floor replacements, etc.) · Daily follow-up inspections to ensure all work is completed properly and on schedule · Conducting final move-in inspections of units prior to new resident arrival · Preparation of move-in documents and relevant advertising materials · Assisting property managers with various administrative tasks Work Environment Office setting working at a computer Traveling to different properties and units in the Charlottesville area In vacant apartments and townhomes Exposure to paint fumes, solvents, adhesives, etc. and during/after make-ready. Travel/ Driving • Must have valid driver's license and automobile insurance coverage. • Requirement for reliable personal transportation for daily travel to and from assigned properties in and around the Charlottesville area • Travel is generally limited to within 10 miles of metropolitan Charlottesville • All work-related mileage is reimbursable, with proper tracking documentation and submittal, at a percentage level set by Management Services Corporation and is subject to change. • No overnight travel is expected for this position Required Education and Experience · High school diploma or GED. · Enrollment and completion of some college is preferred. · No formal training required, just a willingness to work and learn. Why you should apply: Excellent working environment Working for a company that cares about your success MSC is an Equal Opportunity Employer

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: • Monday - Fridays and rotating Saturdays Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. We will be accepting applications for this position from 1/13/2026 though 1/23/2026. Job Description Visa's Internship Program provides an immersive, 12-week journey where you'll work on impactful projects that drive Visa's mission forward. As a Visa intern, you'll build valuable connections across the organization, sharpen your communication and business acumen, and gain hands-on experience in a dynamic, global environment. Throughout the program, you'll have exclusive access to interactive workshops and learning sessions designed to deepen your expertise, expand your industry knowledge, and elevate your professional skillset. You won't just be learning, you'll be contributing, collaborating, and innovating every step of the way. In addition to professional development, you'll enjoy a variety of intern social events that foster community, connection, and fun throughout the summer. The experience culminates in an exciting final presentation, where you'll showcase your project achievements, share key insights, and present your recommendations to Visa's leaders and stakeholders. This is your chance to demonstrate your business impact, highlight your personal growth, and align your work with Visa's vision for the future. About the Team Join the Global Security Operations Center (GSOC) as an MBA intern, supporting strategic staffing analysis, operational efficiency, and proactive communications. This role is ideal for an MBA candidate seeking hands-on experience in security operations, analytics, and organizational communications. Key Responsibilities Staffing Model Analysis * Evaluate current GSOC staffing structures and workflows. * Develop and analyze metrics for efficiency, productivity, and cost optimization. * Recommend improvements to staffing models and resource allocation. Operational Metrics & Reporting * Design dashboards and reports to track GSOC performance. * Support data-driven decision-making for leadership. Protective Intelligence Support * Assist analysts in triaging and researching reports of suspicious behavior. * Help refine SOPs and training materials for incident response. Proactive Communications * Contribute to GSOC's communications strategy to increase visibility across Visa. * Draft internal updates, newsletters, and presentations for stakeholders. * Support campaigns to promote GSOC's role and successes. Project Management * Collaborate with GSOC and intelligence teams on special projects. * Present findings and recommendations to senior leadership when applicable. What you will gain: * Exposure to global security operations and intelligence functions. * Opportunity to drive strategic initiatives and present to senior leadership. * Mentorship from experienced GSOC and intelligence professionals. Qualifications Basic Qualifications * Students pursuing a MBA Degree with a graduation date in December 2026-August 2027; 4+ years of relevant work experience. * Strong communications skills, specifically, the absence of repeated grammatical or typographical errors, clear and concise written and spoken communications that demonstrate professional judgment. Preferred Qualifications * Strong analytical, quantitative, and communication skills. * Experience with data analysis and data analytics tools (Power BI, excel, etc.), other reporting and presentation tools, or business intelligence platforms preferred. * Proficiency in designing effective communications and presentations is preferred. * Interest in security operations, risk management, or corporate communications. * Ability to work independently and in cross-functional teams with occasionally rapidly shifting priorities given the nature of GSOCs and global intelligence teams. Additional Information U.S. APPLICANTS ONLY: The estimated hourly range for a new hire into this position is $47.00/hr. which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. Work Authorization: Visa will not sponsor applicants for work visas in connection with this position. Future sponsorship will not be considered. Work Hours: Varies upon the needs of the department This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

The Caton Companies is comprised of five companies that combine to form an alliance of nearly 500 employees in 12 markets in 6 states. From the planning stages of development and investment strategies, to excavation and construction, to management, The Caton Companies is poised to embrace the unique challenges and opportunities of any project. We are seeking ONE (1) Summer Finance Interns as follows: * Mortgage Finance Intern at Park Lane Finance Solutions in Staunton, Virginia The work of The Caton Companies is work that matters to our communities and to society. We take our jobs seriously and work hard, but we like to have fun in the process. We are growing, and we'd love to take you along for the ride. When we grow, you grow…we'll do our best to make sure of that. Open to students at accredited colleges or universities who are majoring in Business, Finance, Real Estate, Accounting, or a related field. Intern must have completed--at a minimum--their sophomore year of studies prior to starting internship. The Caton Companies will provide the student intern with the opportunity to experience various responsibilities within the Company in support of the student's educational and career endeavors. We will encourage growth and development through assignment of increasingly complex tasks and responsibilities. We will also provide the student with valuable information about financial analysis and development. Summary/Objective The Summer Finance Intern provides technical and analytical support in the preparation of financial and accounting data for the purposes of analysis by Management to make strategic decisions for the business. Performs other special projects as assigned. Mortgage Finance Intern - Essential Functions * Review sales contracts, mortgage credit reports, appraisals, title work, tax returns, and closing package documents. * Obtain loan payoffs required for closing. * Calculate debt-to-income (DTI) and loan-to-value (LTV). * Assist mortgage processing department with applications, insurance and tax quotes, customer contacts, underwriting, and other duties. * Assist mortgage servicing department with payment processing, collections, escrow administration, and other duties. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Position Type and Expected Hours of Work This is a full time position; typical work hours will include shifts on Monday through Friday, 8:00 a.m. to 5 p.m. Travel/ Driving Possible need to utilize personal transportation for business purposes. Pick up office supplies, run to post office etc. Required Education and Experience * High school diploma or equivalent * Completion of sophomore year of college Salary depends on skills and experience. Family-owned, the Caton Companies offer 401(k), excellent medical/dental coverage, as well as other benefits. To learn more about The Caton Companies, visit ********************** Equal Opportunity Employer.

PSG, INC. is an agile consulting firm with competencies in Business Operations, Human Capital Management, Finance & Program Management, IT, Security, Research & Data Science, Recruiting and Business Process Re-Engineering. PSG is an industry leader in Financial Management, Program and Acquisition Management, and Business Process Improvement - providing innovative solutions for data-centric organizations. We are experts, highly skilled at creating solutions that enable complex business processes. Our solutions range from internally developed software solutions for industry-specific challenges, to large-scale, multi-faceted custom systems. We help our clients improve accuracy, efficiency, and costs. We give managers better control of their processes, provide data to key decision makers, and gain insight into their business processes - collecting, analyzing, and presenting data in ways that empower individuals is what we're all about. At PSG, we view our clients as partners. We work closely with them to understand their business and its hurdles. Our success is based on our Partner's success - their problem is our passion. PSG leverages progressive technologies to provide technical applications that maximize the value of the organization's data. We help organizations achieve its mission more effectively and efficiently by designing, evaluating, and implementing solutions from a thorough understanding of their business. Job Description The Financial Analyst shall develop, manage, update, and maintain KM systems (e.g., SharePoint sites, databases, and internal websites) that can serve as repositories for storing, sharing, and utilizing data. The Financial Analyst shall assist the Government by advising how best to utilize KM tools. The KM systems will enhance information sharing of analysis, assessments, legislative materials, policies, strategies, budget materials, IT information, and other relevant documents. The Financial Analyst shall train system users, which may include Government partners, providing user guides as needed. The Financial Analyst shall integrate information with other databases, as required. Where possible, the Financial Analyst shall utilize automated tools and visualizations to facilitate users' access and ability to analyze information holdings. The Financial Analyst shall provide a Data Security Plan that ensures databases comply with data protections requirements and policies and incorporates a risk and recovery plan. The Financial Analyst shall employ specific tools for unique office needs, as required, which may include interoperability with or ability to share information with other Federal or State and local partners. Financial Analyst (Journeyman) Manages day-to-day financial program management tasks. Monitors, tracks, analyzes, and reports on program financials to Senior Staff, Program Manager, and Gov't Personnel. Collaborates with the Program Manager, Task Leads, contracts, and other business operations departments in conducting program financial matters. Manages subcontractor and consultant hours/costs and addressing funding needs as well as monitors invoicing. Completes accurate submission of program financial deliverables (i.e., Funds and Man-Hours Expenditure Report, Contract Funds Status Report, Financial Status Report, etc.). Analyzes program financial data to ensure estimates are accurate and complete and alerts Program Manager and finance management personnel to potential at risk situations. Maintains timely and accurate EACs for the Program. Uses standard Earned Value Management System (EVMS) tracking techniques, analyzing, reporting cost, and schedule performance baseline to develop. Reports, and maintains, program's financial metrics Qualifications Required Knowledge / Skills / Abilities: BA/BS and 3+ years of experience or no degree and 9+ years of experience Strong working knowledge of relevant MS applications, including Visio Proven development of innovative and impactful solutions Extensive experience with data visualization Highly proficient technical writing capability is desired Desired Knowledge / Skills / Abilities: Ability to understand U.S. Federal Government business needs, with strong analytical and organizational skills. Additional Information Clearance: Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information; TS/SCI clearance with polygraph is required. We are an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state, or local law. All your information will be kept confidential according to EEO guidelines.

Business Unit: Financial And Valuation Advisory Industry: Portfolio Valuation Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Financial and Valuation Advisory Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Portfolio Valuation Houlihan Lokey's PV practice is well-recognized and regarded in the alternative asset valuation community. In 2024, the PV Practice received the HFM U.S. Hedge Fund Services Awards in which Houlihan Lokey was named "Best Valuations Firm for Hard to Value Assets," its seventh consecutive time receiving this award. We also received this same honor in Europe in 2025 for the sixth consecutive time. Houlihan Lokey has also received the HFM Asia Hedge Fund Services Award for "Best Valuation Firm" for the fifth consecutive time, underscoring the outstanding valuation services the firm provides its hedge fund clients around the world. Scope Within our Portfolio Valuation practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements. Our market-leading practice has a strong reputation with regulators, auditors, and investors and we rapidly mobilize the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our firm's real-world transaction experience and market knowledge. Financial Analysts within our Portfolio Valuation & Advisory Services practice are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of professionals who will give you broad exposure to many issues and concerns affecting businesses today. We offer a unique opportunity to work on a wealth of projects that provide exposure to various financial and valuation advisory challenges, including the valuation of complex businesses, securities, and transaction structures. As a Financial Analyst, you will research and analyze financial markets data, financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to develop complex financial models, draft client deliverables, participate in presenting analyses and conclusions, interact with clients on active engagements, and participate in the firm's marketing efforts. Responsibilities * Supporting FVA portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds' assets to investors; * Performing financial statement analysis and other quantitative and qualitative assessments; * Reviewing client investment memoranda, board of directors' presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed; * Compiling statistical summaries of companies' financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations; * Reviewing and compiling published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors; * Identifying relevant comparable public companies and M&A transactions within parameters established by FVA project teams, based upon information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate; * Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models; * Researching and providing information on (a) general economic conditions, (b) industry-specific conditions and trends, (c) acquisitions and divestitures within specific industries, and (d) various investment attributes of publicly traded and privately held securities; * Participating in telephonic and in-person due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey; * Designing and drafting client deliverables; * Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda; * Performing other ad-hoc research, analytics, and support for the FVA project teams as required; * Coordinating with internal administrative support teams to prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures; * Participating in discussions with in-house and outside legal counsel as required; and * Assisting with marketing initiatives for prospective and existing clients. Qualifications The environment at Houlihan Lokey is collegial and entrepreneurial and, as such, rewards staff with substantial responsibility and interaction with senior-level professionals and clients. The ideal candidate thinks strategically, is motivated, detail oriented, creative, outgoing, and possesses strong quantitative skills. Basic Qualifications * Minimum of one year of work experience at an accounting or valuation firm in a valuation capacity. * Bachelor's degree in Finance, Accounting, Business, or Applied Economics * Strong analytical abilities. Preferred Qualifications * Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations. * A fundamental understanding of financial valuation theory, methodologies, and applications. * Strong knowledge of Excel modeling, including integrated cash flow modeling. * Excellent verbal and written communication skills. * Demonstrated ability to work cooperatively with team members. * Ability to work independently in a fast-paced environment. * An exceptional work ethic. * Big Four, Independent Valuation Consultants, and/or transaction advisory services experience is a plus. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $75,000 - $120,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-113773

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

The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities. A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions. If you're a solutions-driven, passionate change-maker, come join us in positively impacting the lives of millions of people world-wide for a better future. BACKGROUND: Founded in 1933, the International Rescue Committee is a leading, non-sectarian, non-profit organization providing emergency relief, protection, rehabilitation assistance, resettlement services, and advocacy for refugees and victims of oppression or violent conflict. Domestically, our 29 offices across the U.S. ensure new arrivals have food, shelter, and clothing, and work with refugees to help them gain self-sufficiency. SCOPE OF WORK: The Financial Coaching intern works with IRC Financial Coaches to provide educational tools and resources, financial coaching, and guidance to clients accessing IRC loan products to meet client-identified goals to increase their financial capability. Tasks may include conducting outreach to clients, supporting clients with loan applications, and assisting in developing workshops. RESPONSIBILITIES: • Support facilitation of credit education and financial literacy training with clients • Support continued curriculum development for workshops covering financial literacy topics • Research local agencies and organizations to expand community partnerships for client referrals and support advocacy efforts • Develop personal finance tools and resources, including translatable user guides, to share with clients • Assist clients with IRC's Center for Economic Opportunity (CEO) loan applications and access to bank accounts • Attend staff meetings, team meetings, and training related to the position • Provide general administrative support REQUIREMENTS: • Currently pursuing an undergraduate or graduate degree or recent graduate. • Strong interest in working with clients from broad global environments • Familiarity with a coaching model and related activities • Proven ability to work with consideration and respect • Excellent communication and organizational skills • Ability to work independently • Computer skills, including Microsoft Office programs and internet research • Enthusiasm for helping people to learn and demonstrated professionalism • Interns must be able to work at least 10 hours a week for at least three months • Valid driver's license and access to an insured vehicle This position is unpaid and reports to the Financial Coach. Standard of Professional Conduct: The IRC and the IRC workers must adhere to the values and principles outlined in the IRC Way - our Code of Conduct. These are Integrity, Service, Accountability, and Equality. Cookies: *********************************************** US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days depending on role and tenure, medical insurance starting at $143 per month, dental starting at $6.50 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles. Equal Opportunity Employer: IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

The Caton Companies is comprised of five companies that combine to form an alliance of nearly 500 employees in 12 markets in 6 states. From the planning stages of development and investment strategies, to excavation and construction, to management, The Caton Companies is poised to embrace the unique challenges and opportunities of any project. We are seeking ONE (1) Summer Finance Interns as follows: - Mortgage Finance Intern at Park Lane Finance Solutions in Staunton, Virginia The work of The Caton Companies is work that matters to our communities and to society. We take our jobs seriously and work hard, but we like to have fun in the process. We are growing, and we'd love to take you along for the ride. When we grow, you grow…we'll do our best to make sure of that. Open to students at accredited colleges or universities who are majoring in Business, Finance, Real Estate, Accounting, or a related field. Intern must have completed--at a minimum--their sophomore year of studies prior to starting internship. The Caton Companies will provide the student intern with the opportunity to experience various responsibilities within the Company in support of the student's educational and career endeavors. We will encourage growth and development through assignment of increasingly complex tasks and responsibilities. We will also provide the student with valuable information about financial analysis and development. Summary/Objective The Summer Finance Intern provides technical and analytical support in the preparation of financial and accounting data for the purposes of analysis by Management to make strategic decisions for the business. Performs other special projects as assigned. Mortgage Finance Intern - Essential Functions Review sales contracts, mortgage credit reports, appraisals, title work, tax returns, and closing package documents. Obtain loan payoffs required for closing. Calculate debt-to-income (DTI) and loan-to-value (LTV). Assist mortgage processing department with applications, insurance and tax quotes, customer contacts, underwriting, and other duties. Assist mortgage servicing department with payment processing, collections, escrow administration, and other duties. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Position Type and Expected Hours of Work This is a full time position; typical work hours will include shifts on Monday through Friday, 8:00 a.m. to 5 p.m. Travel/ Driving Possible need to utilize personal transportation for business purposes. Pick up office supplies, run to post office etc. Required Education and Experience High school diploma or equivalent Completion of sophomore year of college Salary depends on skills and experience. Family-owned, the Caton Companies offer 401(k), excellent medical/dental coverage, as well as other benefits. To learn more about The Caton Companies, visit ********************** Equal Opportunity Employer.

This job posting is anticipated to remain open for 30 days, from 29-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. + Salary for the first five years as you begin to build your practice² + A firm-provided branch office in the community + Branch office support to help lighten the load so you can focus on your clients + A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. **You can also expect...** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A compensation package that includes opportunities for commissions, profit sharing and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds + A culture of continuous improvement and professional development **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Compensation:** We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation (********************************************************************************* Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview **Skills/Requirements** Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. **What characteristics would make you a successful financial advisor?** + An interest in financial services/markets and how they work + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Comfortable in your ability to think critically + Passion for new opportunities **Can you see yourself...** + Learning to be a financial advisor through our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking ownership of your business's growth and success? + Meeting professional and personal objectives as they relate to building your practice? + Working in and positively impacting your local community? **Skills/Requirements** **Candidates should have at least one of the four qualifications bullets listed below:** + A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification + Professional and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. + FINRA registrations required within three months. State insurance licenses will be required. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-USFATA

Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you'll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Business Unit: Financial And Valuation Advisory Industry: Portfolio Valuation Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Financial and Valuation Advisory Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Basic Qualifications * A B.A./B.S./B.B.A. candidate-Finance, Data Science, or related degree with a graduation date between December 2027 and June 2028 * Coursework in accounting and finance * A fundamental understanding of valuation theory, methodologies, and applications Preferred Qualifications * Strong analytical abilities and financial and computer skills (Excel in particular) * A demonstrated ability to work cooperatively with all levels of staff * Excellent verbal and written communication skills Overview Houlihan Lokey's Portfolio Valuation ("PV") practice is a leading advisor to many of the world's largest asset managers who rely on our (i) strong reputation with regulators, auditors, and investors; (ii) private company, structured product, and derivative valuation experience; and (iii) independent voice. We rapidly mobilize the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our real-world transaction experience and market knowledge, from our dedicated global Financial and Valuation Advisory business. Responsibilities As a Summer Financial Analyst in the Portfolio Valuation practice, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm's marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $70,000-$100,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.