Private Client Financial Advisor - Williamsville, NY
Finance internship job in Williamsville, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyProfessional Intern-Finance and Accounting (C-1404) Summer 2026
Finance internship job in West Valley, NY
Job Description
West Valley Cleanup Alliance is the prime contractor selected by the U.S. Department of Energy to manage the Phase 1B Deactivation & Demolition Contract at the West Valley Demonstration Project site. The site is a scenic 30-minute drive south of Buffalo, New York. In cooperation with the New York State Energy Research and Development Authority, West Valley Demonstration Project continues to decontaminate and decommission facilities at this site.
We are a premier employer in the Western New York and southern-tier areas. Lifelong careers are common at WVCA.
The Internship Program is an 8-10-week program with a 4-day workweek (10 hours per day).
Apply on-line at West Valley Cleanup and click on "Careers"
JOB SUMMARY/PURPOSE OF POSITION
The internship program is designed to provide a comprehensive learning experience, develop practical skills, enhance knowledge, and make meaningful contributions to projects. Intern assignments will be determined based on business need and role availability with consideration to skills and development goals.
The Finance and Accounting Intern will gain knowledge and experience in finance and accounting of a government contractor organization, provide support for increased departmental productivity and allow opportunity for current staff to develop team-oriented focus.
SPECIFIC PROJECTS/RESPONSIBILITES
Provide current staff with an opportunity to coach and mentor an intern for a specified period.
Accounts payable duties such as entering invoices into ERP system.
Exposure to AP and AR cycles, allowing assignment of tasks as appropriate within a controlled environment.
Assist with special projects such as collecting audit evidence or compiling electronic documentation.
MINIMUM QUALIFICATIONS
Education/Experience:
Pursuing a BA/BS in business, accounting, finance, human resources, or other related fields of study
Accounting, Finance, or Business Administration preferred
Must be at least a rising Junior
Other Requirements:
Ability to intern for 10 weeks
Enthusiasm for learning and adapting to new challenges
MAJOR RESPONSIBILITIES/SCOPE OF WORK
Maintain a safe and healthy work environment by following established safe work practices and procedures; including following all safety rules, use of proper personal protective equipment (PPE), investigating and reporting identified safety concerns or situations.
Adhere to standards contained in the Company “Code of Conduct,” Company EEO practices, and DOE directives.
Perform diverse assignments within functional specialty.
Establish schedules to accomplish routine and special tasks.
Collaborate with team members on projects to contribute to the organization's effectiveness.
Participate in projects and deliverables as directed by manager.
Support the team in preparing reports, presentations, and technical documentation.
Prepare a Final Presentation for Staff Managers at the end of the internship depicting internship experience and accomplished projects.
ESSENTIAL FUNCTIONS
Ability to communicate effectively verbally and in writing.
Strong computer skills and proficiency with Microsoft suite.
Exhibit professional behavior which promotes teamwork, fosters cooperation, and enhances productivity in the workplace.
Ability to effectively manage, organize, and prioritize work in a fast-paced environment.
Perform tasks under general supervision for most assignments.
Assist in planning and coordinating project activities to accomplish assigned tasks in a timely manner.
An Equal Opportunity Employer, including disability/vets.
U.S. Citizenship is required for employment.
This Organization Participates in E-Verify
WVCA is a drug free workplace. Candidates accepting a job offer will be required to pass a pre-placement physical, drug screen, and background investigation. All employees are subject to being randomly selected for drug testing without advance notification.
Entry-Level Financial Advisor
Finance internship job in Amherst, NY
At Catalyst Capital Consulting, we value our deep relationships with candidates who believe in integrity, accountability and growth. Our recruiting process aligns your career and practice goals with the right opportunity.
About the firm -
located in Buffalo, NY
Our client believes that financial success requires a strategic and comprehensive plan, supported by a professional team of specialists. Their advisors provide comprehensive financial planning services with a compassionate, independent, and objective approach to achieving client goals. Strategies include wealth management, retirement income planning, risk management, and estate and legacy planning while maintaining strong client relationships.
The Opportunity
Are you a natural relationship builder who values community, collaboration and helping others? As a(n) (entry-level) financial advisor you will learn how to cultivate client relationships, collaborate with team members and build a financial service practice. Engaged leadership will guide you through the process of getting started and provide onsite and virtual training and support.
As a Financial Advisor, your day might look like meeting with clients, prospective clients or meeting with community members to talk about retirement planning or wealth management. You could be leveraging planning software to help your clients reach their financial goals or planning a client appreciation event. Let's talk about what this could look like for you!
Required Skills
Community relationship building
Attention to detail
Entrepreneurial drive
Coachable
Ability to learn new software
Ethical and integrity motivated
Excellent written, oral and presentation skills
Preferred Skills
Bachelor's degree or equivalent in professional experience
FINRA SIE, Series 6 or 7, and 65 or 66 registrations
NY State insurance license
SATF Financial Advisor
Finance internship job in Amherst, NY
UMass Amherst, the Commonwealth's flagship campus, is a nationally ranked public research university offering a full range of undergraduate, graduate and professional degrees. The University sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts and offers a rich cultural environment in a bucolic setting close to major urban centers. In addition, the University is part of the Five Colleges (including Amherst College, Hampshire College, Mount Holyoke College, and Smith College), which adds to the intellectual energy of the region.
Job Summary
The SATF Financial Advisor will provide financial advising for the Student Government Association (SGA) and its Registered Student Organizations (RSO's) funded through the Student Activities Trust Fund (SATF); educate, advise, and counsel students on acquiring life skills, leadership skills, and promote organizational development in student groups.
This position will serve as the primary resource for student budget processes that recommend the allocation of mandatory student activities fees exceeding $2.5 million annually.
Essential Functions
Provide analysis, advice, and training to student governance officers and committees to facilitate and strengthen student participation in and responsibility for the development of sound financial management policies and planning for the Student Activities Trust Fund.
Provide orientation to University requirements and systems, assist in the development of internal policies and systems, analyze data and provide reports on financial activity and trends, research historical information, and develop financial projections to inform student decision-making and the preparation of annual budget requests.
Advise RSO financial officers/treasures on best practices and University policies and systems for managing budgets, monitoring account statements and transactions, maintaining group ledgers and other records, and developing RSO policies and procedures that facilitate RSO operations, planning, and performance.
Design, plan, and implement multimodal trainings for student leaders on financial operations and businesses processes. Collaborate with Student Engagement & Leadership (SEL) staff to define finance-oriented student learning outcomes from participation in student organizations. Provide assessment of training effectiveness and financial practices.
Monitor SATF financial activity; identify areas of concern and bring to the attention of student leaders and supervisor. For areas of concern already identified, provide regular reporting of financial activity and performance.
Provide functional supervision and approve paid hours for SGA financial officers and staff, including Secretary of Finance, Ways & Means Chair, Finance Chair, and SGA auditors. Promote teamwork among the officers and consistency in the application of SGA policies. Provide advisor approval on related purchase requests and financial transactions appropriate to University policies and procedures.
Regularly attend and serve as advisor to the SGA Ways & Means and Finance Committees.
Serve as liaison with Technology Services staff responsible for the maintenance and replacement of SATF-funded IT equipment. Report problems, authorize student account requests, and coordinate budget requests with funding committees.
Support year-round programs and initiatives coordinated by other Student Affairs and Campus Life departments as directed. Including collaborating with staff in New Student Orientation and Transitions for Summer and Winter sessions.
Other Functions
Perform related duties as assigned or required. Understand responsibilities with respect to Title IX, Clery and other compliance requirements.
Demonstrate capacity, skill, and willingness to engage students and contribute to student success.
Understand responsibilities with respect to conflicts of interest and behaves in ways consistent both with law and university policy.
Contribute toward creating a positive and respectful workplace. Use access to sensitive and/or not yet public university related information only in the performance of the responsibilities of position and exercise care to prevent unnecessary disclosure to others.
Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)
Bachelor's degree with three (3) years' experience teaching students, advising, or business experience. OR Associate's degree with five (5) years' experience teaching students, advising, or business experience.
Professional finance experience managing budgets, budget analysis and projections, or accounting procedures.
Demonstrated experience in using technology to increase efficiency, accessibility, and quality of financial practices. Demonstrated experience with Microsoft Office Suite, including Teams and Excel.
Demonstrated experience in training and workshop design.
Demonstrated commitment to diversity, equity, and inclusion. Demonstrated skill working with a diverse population of colleagues and students.
Excellent written and oral communication skills.
Preferred Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)
Experience in higher education.
Physical Demands/Working Conditions
Typical office environment.
Work Schedule
Monday - Friday; 8:30am-5:00pm.
Some evening and weekend hours required.
Salary Information
Level 25
PSU Hiring Ranges
Special Instructions to Applicants
Upload your resume, along with your completed application. Our team will check references at the final stage of the interview process. Please be prepared to provide contact information for at least three (3) professional references. This position will remain open until filled or the advertised closing date, whichever occurs first. Early submissions are recommended.
UMass Amherst is committed to a policy of equal opportunity without regard to race, color, religion, caste, creed, sex, age, marital status, national origin, disability, political belief or affiliation, pregnancy and pregnancy-related condition(s), veteran status, sexual orientation, gender identity and expression, genetic information, natural and protective hairstyle and any other class of individuals protected from discrimination in employment, admission to and participation in academic programs, activities, and services, and the selection of vendors who provide services or products to the University. To fulfill that policy, UMass Amherst is further committed to a program of affirmative action to eliminate or mitigate artificial barriers and to increase opportunities for the recruitment and advancement of qualified minorities, women, persons with disabilities, and covered veterans. It is the policy of UMass Amherst to comply with the applicable federal and state statutes, rules, and regulations concerning equal opportunity and affirmative action.
Finance Internship
Finance internship job in Buffalo, NY
We are looking for a Finance Intern for Summer 2026!
is fully in-person in Buffalo, NY and housing is not provided.
The Finance Intern will work directly with the Finance and Accounting teams on various accounting, corporate reporting, special projects and ad hoc projects.
Essential Job Functions
1. Work closely with Finance and Accounting teams to reconcile and review results monthly financial results.
2. Involvement in cross-functional projects to identify, recommend, and implement accounting treatment and improvement opportunities.
3. Provide financial analysis and support for high level special and ad hoc projects related to, M&A, accounting research, financial reporting.
4. Provide backup support for accounting staff and finance functions as needed.
Requirements
• Pursuing a degree in Accounting or Finance preferred
• Must be in good academic standing
Knowledge, Skills, and Abilities
• Ability and willingness to adapt quickly to changes in business conditions
• Experience with Microsoft Excel and other business information systems
• Ability to manage multiple tasks, work under pressure, and meet deadlines
• Able to work effectively with cross-functional teams (vertically and horizontally) within the organization
• Character and work ethic to be able to work with a wide range of personalities, backgrounds, and experience levels
• Strong communication skills
Pay Range: $16.00 - $22.00 per hour
Why Intern with Nissha Summer 2026?
Kickstart your career with the Pathfinder Internship Program at Nissha Medical Technologies in Buffalo, NY! This hands-on opportunity is designed to provide students with real-world experience in a fast-paced, innovative manufacturing environment. As a Pathfinder Intern, you'll gain valuable skills, collaborate with industry professionals, and make meaningful contributions to our mission of advancing medical technology. Plus, you'll have the unique chance to participate in the PowerUp Tech Program with TechBuffalo, where you'll enhance your technical expertise, expand your professional network, and prepare for a thriving career in tech-driven industries. Join us and take the first step toward a bright future!
Finance Internship (Summer 2026)
Finance internship job in Buffalo, NY
MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success.
Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level)
Program Overview
Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain:
Hands-on experience in financial analysis, reporting, and business operations.
Mentorship and guidance from experienced industry leaders.
A professional network across functions and facilities.
Career-ready technical and professional skills.
When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered.
What You'll Do
As a Finance Intern, you will:
Assist with financial planning, budgeting, and forecasting activities.
Support monthly and quarterly reporting by preparing data and analysis.
Conduct variance analysis to compare actuals against forecasts.
Partner with business units to understand financial drivers and performance.
Complete a capstone intern project and present results to leadership.
Qualifications
We're seeking motivated students who are ready to learn, grow, and contribute:
Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field).
Minimum 3.0 cumulative GPA (on a 4.0 scale).
Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus.
Strong analytical, problem-solving, and communication skills.
Collaborative mindset with a willingness to take initiative.
Ability to work on-site at one of our locations for the duration of the program.
Compensation & Benefits
Competitive hourly pay.
Skill development through hands-on learning.
Structured mentorship and feedback.
Networking opportunities with peers and professionals.
Experience presenting to leadership at program completion.
Finance Associate
Finance internship job in Buffalo, NY
Experience:
2 to 6 years in commercial finance transactions.
Responsibilities:
Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions.
Advise on and handle term loans, letters of credit, acquisition financing.
Manage documentation and negotiations for equipment leasing and finance agreements.
Facilitate cross-border transactions involving secured and unsecured credit facilities.
Requirements:
Juris Doctor (J.D.) from an accredited law school.
Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients.
Excellent written and verbal communication skills.
Strong academic credentials.
Salary: $124,000 to $158,000
A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.
Financial Advisor - Baltimore
Finance internship job in Hunt, NY
If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch.
As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.
Who we are:
Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.
With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc.
You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you:
The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork and accountability.
Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind
Follow a well-defined career path that integrates education with mentorship and teaming opportunities
Transparency, honesty, and clarity as the fundamental ingredients of partnership
A culture of innovation that embraces growth and the changes that come with it
Flexibility to design the life you want, backed by the security of a large, established company like ours
How will you build your practice?
You will…
Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analysis
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Who do you need to be?
A strong relationship-builder who takes a client-first approach
A proven networker and marketer (alt: “connector of people”)
A dedicated worker: independent, self-motivated and goal oriented
Financial Representative Entry Level
Finance internship job in Buffalo, NY
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Buffalo District of Northwestern Mutual, we dont just grow careers; we grow people. Together, we are building an environment where excellence is the standard, collaboration is encouraged, and purpose is woven into everything we do. Our culture is bold, modern, and energized, creating a space where ideas spark, careers accelerate, and futures are built. We believe in giving back and showing up for our community, from hands-on service projects to championing causes close to our hearts such as Alexs Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by the belief that the work we do changes lives both in the communities we serve and for the clients who trust us with their dreams.
Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221
Watch this short video to experience
A Day in the Life of a Northwestern Mutual Advisor
: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Nii Sowah, Managing Director:
Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055.
Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office.
Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.
Ben Ross, Wealth Management Advisor/Growth Development Director:
Time with NM: 13 years, beginning his career as an Advisor in 2012.
Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community.
Passionate About: Dedicated to giving back through initiatives such as
The Ride for Roswell
, which raises funds for cancer research, and an annual
Women in STEM
scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.
John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:
Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm.
Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional.
Passionate About: Giving back to the community through leadership roles with WQLN, exp ERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.
Ryan OConnor, Wealth Management Advisor:
Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets.
Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute.
Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.
Ryan Preziosi, Wealth Management Advisor:
Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year.
Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships.
Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Investment Banking Associate
Finance internship job in Boston, NY
Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East.
In Financial Advisory, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams.
In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 31 December 2024, assets under management from consolidated and strategic businesses stood at more than €16.5bn.
Job Description:
Overview
ALANTRA is seeking to hire an Investment Banking Associate to help support it's Industrials M&A and capital raising advisory business. The position will be located onsite in New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra's U.S. Managing Directors and Partners.
Associates are given substantial responsibility and are highly productive in helping grow the business. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm's success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting.
Responsibilities
Develop and author pitch materials
Prepare client presentations and deal documents, including but not limited to teasers, confidential information memoranda, and management presentations
Conduct extensive financial and valuation analyses
Build advanced financial models that help establish suitable capital structures, financial covenants, and sensitivity to key variables
Produce comprehensive industry and company-specific research
Develop marketing strategies, conduct buyer outreach and target approach
Manage due diligence and provide transaction support
Support transaction negotiations
Participate in the recruitment, development, training, and mentoring of Analysts and junior resources
Why Alantra
Alantra offers a unique experience for Associates to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Associates will be presented with significant career growth opportunities across numerous sectors and offices.
Team-oriented and collaborative culture
Unique career development opportunities with focus on long-term growth and success
Global training programs
100% Healthcare coverage options, HRA and FSA options, dental, vision insurance
Fitness reimbursement
401k with match
Employee assistance program
Competitive salary and bonus plans
Competitive vacation and holiday plans
Pre-tax commuter benefits
Company events and international offsites
Team-wide community service initiatives
Access to global network
Requirements:
Qualifications / Requirements
3 to 5 years of relevant experience in investment banking required
Bachelor's degree required; MBA preferred. Focus in business, finance, accounting or similar preferred.
Strong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients' needs
Solid finance/accounting knowledge; ability to analyze and value businesses
Experience in reviewing analysts' work models, valuations, and training; mentoring and pitch presentations
Sound judgment, particularly in valuation matters; strong analytic skills, specifically DCF's and LBO's, and the ability to talk through previous deals comprehensively
Exceptional interpersonal and presentation skills
Outstanding written and oral communication skills
Excellent analytical, creative, and strategic thinking skills
Team player mentality combined with the ability to work independently
Strong organization skills with ability to multi-task and prioritize deliverables
Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint
FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment
Location: New York, NY
Start Date: Immediate
Base compensation band: $130,000 (Min) - $180,000 (Max). This role is also eligible for an annual bonus in addition to the base salary. Actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.
Alantra is an equal opportunity employer.
Auto-ApplySTEM Intern-Emergency Management (C-1406) Summer 2026
Finance internship job in West Valley, NY
West Valley Cleanup Alliance is the prime contractor selected by the U.S. Department of Energy to manage the Phase 1B Deactivation & Demolition Contract at the West Valley Demonstration Project site. The site is a scenic 30-minute drive south of Buffalo, New York. In cooperation with the New York State Energy Research and Development Authority, West Valley Demonstration Project continues to decontaminate and decommission facilities at this site.
We are a premier employer in the Western New York and southern-tier areas. Lifelong careers are common at WVCA.
The Internship Program is an 8-10-week program with a 4-day workweek (10 hours per day).
Apply on-line at West Valley Cleanup and click on "Careers"
JOB SUMMARY/PURPOSE OF POSITION
The internship program is designed to provide a comprehensive learning experience, develop practical skills, enhance knowledge, and make meaningful contributions to projects. Intern assignments will be determined based on business need and role availability with consideration to skills and development goals.
The Emergency Management Intern will be to provide technical and administrative assistance on emergency management projects. These projects may involve exercise design, development and evaluation, edit emergency management procedures and help conduct outreach with off-site response agencies. Duties may also include assisting staff with day-to-day operations within Emergency Management, researching assignments and special projects, and working in the Emergency Operations Center.
SPECIFIC PROJECTS/RESPONSIBILITES
Develop, revise, and review procedures to maintain compliance with DOE O 151.1E (not yet in current contract)
Assist EM with the development, performance, and evaluation of drills and exercises.
Assist EM with Self Assessments based on DOE O 151.
Develop new matrix for tracking exercises/drills to maintain a five-year rolling plan.
MINIMUM QUALIFICATIONS
Education/Experience:
Pursuing a BA/BS in Emergency Management/Preparedness, Homeland Security, Public Safety, Public Administration, Fire Safety, Nuclear Engineering or related fields.
Must be at least a rising Junior
Other Requirements:
Ability to intern for 10 weeks
Enthusiasm for learning and adapting to new challenges
MAJOR RESPONSIBILITIES/SCOPE OF WORK
Maintain a safe and healthy work environment by following established safe work practices and procedures; including following all safety rules, use of proper personal protective equipment (PPE), investigating and reporting identified safety concerns or situations.
Adhere to standards contained in the Company “Code of Conduct,” Company EEO practices, and DOE directives.
Perform diverse assignments within functional specialty.
Establish schedules to accomplish routine and special tasks.
Collaborate with team members on projects to contribute to the organization's effectiveness.
Participate in projects and deliverables as directed by manager.
Support the team in preparing reports, presentations, and technical documentation.
Prepare a Final Presentation for Staff Managers at the end of the internship depicting internship experience and accomplished projects.
ESSENTIAL FUNCTIONS
Ability to communicate effectively verbally and in writing.
Strong computer skills and proficiency with Microsoft suite.
Exhibit professional behavior which promotes teamwork, fosters cooperation, and enhances productivity in the workplace.
Ability to effectively manage, organize, and prioritize work in a fast-paced environment.
Perform tasks under general supervision for most assignments.
Assist in planning and coordinating project activities to accomplish assigned tasks in a timely manner.
An Equal Opportunity Employer, including disability/vets.
U.S. Citizenship is required for employment.
This Organization Participates in E-Verify
WVCA is a drug free workplace. Candidates accepting a job offer will be required to pass a pre-placement physical, drug screen, and background investigation. All employees are subject to being randomly selected for drug testing without advance notification.
Auto-ApplyFinancial Representative
Finance internship job in Buffalo, NY
Job Description
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation:
$75,000+ at plan with benefits
Responsibilities:
Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications:
Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
Requires a Bachelor's degree in finance, business administration, or related field
Strong interest in financial planning and investment management
Excellent interpersonal and communication skills
Sales experience or customer service background
Willing to study and obtain a Life Insurance license
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired
A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
Valuation Associate - Complex Financial Instrument
Finance internship job in Buffalo, NY
Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!
Withum's Forensic and Valuation Services practice pride themselves in understanding their clients' business strategy and needs; assisting companies in meeting business requirements related to valuation, risk management, transfer pricing, economic analysis, and model validation. Withum professionals help clients make forward thinking decisions about strategy, operations and compliance and create long-lasting value.
We are currently seeking an experienced Valuation Associate to join Withum's Complex Financial Instrument valuations group. The Valuation Associate can be based out of any of our U.S. office locations (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Woburn, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Saddle Brook, NJ; Providence, RI; Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Seattle, WA, Columbia, MD; Tysons Corner, VA). This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations.
This role will be primarily focused on supporting Complex Financial Instrument valuations. Associates may have the opportunity to work on a variety of assignments including performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities / derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes.
Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
How You'll Spend Your Time:
Preparing valuation analyses for tax, financial reporting, and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel
Completing data entry of tax returns and financial statements into Excel models
Assisting in writing and preparing of reports, letters, and other client deliverables
Assisting in review of third party appraisals for audit support purposes
Performing macroeconomic and industry research
Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to others
Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested
Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis
The kinds of people we want to talk to have many of the following:
Bachelor's Degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
Demonstrated experience in business valuation, ideally including exposure to complex financial instruments and capital structures
Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
Understanding of financial statements and business tax returns required
Progress towards external designations such as CFA, FRM, CVA, CEIV, CPA/ABV a plus
Strong interest in quantitative and economic analysis
Advanced knowledge of Excel preferred
Ability to program in VBA and/or other statistical package a plus
Capacity to work independently on projects
Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
The compensation for this position will vary by location. If you reside in any of the below states, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at
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California ranges are from $65,000 - $80,000
NYC ranges are from $65,000 - $80,000
Illinois ranges are from $65,000 - $80,000
Maryland ranges are from $65,000 - $80,000
Massachusetts ranges are from $65,000 - $80,000
New Jersey ranges are from $65,000 - $80,000
Rhode Island ranges are from $65,000 - $80,000
Washington ranges are from $65,000 - $80,000
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the States of Colorado, Oregon & New York.
#LI-MD1;
#LI-Hybrid
WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
Auto-ApplyMerrill Experienced Financial Advisor
Finance internship job in Buffalo, NY
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Analyst
Finance internship job in Buffalo, NY
Our award-winning client is seeking a Financial Analyst to join their team.Our client is looking for a talented Financial Analyst to join our dynamic team. In this role, you'll be a key player in optimizing IT spending, ensuring financial resources are aligned with strategic goals, and identifying cost-saving opportunities.
You'll leverage your analytical skills to manage budgets, analyze financial data, and make informed recommendations.
Responsibilities:
Partnering with IT and business leaders to create and manage IT budgets, ensuring financial resources are aligned with strategic goals.
Analyzing IT expenditures, identifying spending trends and variances, and providing valuable insights into the financial performance of IT initiatives.
Identifying opportunities to save costs and improve efficiency within the IT department, including analyzing vendor contracts and proposing cost-effective solutions.
Tracking IT software licenses, managing contract lifecycles, and assisting in negotiating contracts and pricing with IT vendors.
Required Qualifications:
A bachelor's degree in business, finance, accounting, MIS, or a related field.
4+ years of experience in a similar role.
Strong analytical and problem-solving skills with a passion for data.
Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and concisely.
The ability to work independently in a dynamic environment and prioritize effectively.
Bonus points if you have:
Experience with financial modeling and data analysis tools.
A strong customer service focus and a proactive approach.
Financial Advisor Development Program
Finance internship job in Batavia, NY
Ready to launch a thriving career with unlimited earning potential? The Brighton Securities Financial Advisor Development Program offers one of the most dynamic and rewarding opportunities in the industry! If you're eager to learn, grow, and succeed, this is your chance to be part of a program that's setting the bar for success.
As a participant, you'll be learning directly from industry leaders and mentors, gaining hands-on experience in sales, investment strategies, and business management. You'll work with clients to craft tailored strategies that help them protect their wealth and reach their financial goals. You'll build long-lasting relationships, positioning yourself as a trusted advisor and driving your career forward!
At Brighton Securities, we're passionate about your success! Our strategic, tiered approach ensures that regardless of your experience level, you're equipped with the tools, training, and mentorship to succeed at every stage.
Here's why this program is a game-changer:
🔥 Training with the Best: Learn from the industry's most successful experts who will guide you on everything from prospecting to wealth management. 🔥 Build Your Client Pipeline: Develop long-term client relationships and help them achieve their financial goals with personalized strategies. 🔥 Real Results: Graduates of our program are on track to earn six-figure incomes within just 3 years!
Your Path to Success Includes:
Full registration with FINRA, and preparation for Series 7, 66, and SIE exams (if applicable)
Comprehensive, hands-on training plan
Mentorship with seasoned financial professionals
Build your own client base while receiving full-time financial advisor support
What's in it for you?
💼 Competitive Base Salary + Commissions + Bonuses 🛡️ Comprehensive Benefits Package including medical, dental, and vision coverage, 401(k) match, and Employee Assistance Programs💡 Proven Business Plan Model for success📈 Personal Marketing Budget & Guidance to grow your brand📚 Expert Guidance in wealth management, sales strategies, and investment topics🤝 Dedicated Back Office Team to support you every step of the way
Qualifications? We want driven individuals with:
🎓 A Bachelor's degree in a related field💼 At least 1 year of sales or business development experience🔥 A passion for networking and building relationships💡 An entrepreneurial mindset with a client-first attitude🎤 A confident and engaging presence
Why Choose Brighton Securities?
Our program isn't just a steppingstone. Upon successful completion of the program, you'll be ready to enjoy a rewarding and lifelong career in the financial services industry.
Are you ready to take control of your success and build your future with us? Apply now!
Committed to Equal Opportunity
Brighton Securities believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for those positions they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Brighton Securities will make reasonable accommodation for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business.
Auto-ApplyFinance Analyst
Finance internship job in Buffalo, NY
Artech is the #1 ranked IT Staffing Company in the US owned my woman (MWBE), according to Staffing Industry Analysts' 2016 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost.
Job Description
Title: Finance Analyst - L3
Location: Buffalo, NY
Duration: Minimum 12 Months
Client: Largest Pharmaceutical company in the USA.
Decision support and simplification:
• Provide expert advice to customer groups by proactively identifying opportunities and raising challenges to meet business objectives and mitigate risks
• Create nonstandard financial analysis and present trends
• Provide financial analysis as requested
• Work with Shared Management Accounting Services to ensure successful month end processes and reporting
• Support Sr. Finance Partner in development and implementation of standard costing model for annual standard cost setting of products to commercial, and generation of standard costs for NPI products
• Provide analytical support on an as needed basis to strategic activities such as business development (Value Engineering improvements), business evaluation proposals etc.
• Execute post-acquisition integration activities (e.g., GPS savings tracking, capital cost- savings project tracking)
Financial management and governance:
• Manage financial management activities for Oak Hill site in support of delivering business strategies and maintaining strong financial governance
• Accountable for risk identification and management for strong financial governance
• Review management accounts (actual, forecasts, budgets) to assist senior embedded business finance support in signing off on income statement and balance sheet
• Develop close working relationships with functional departments to ensure good financial understanding, control and identification of cost saving opportunities
• Assist in the management of corporate approvals (e.g., compliance with corporate development and ABAC requirements)
Qualifications
Influence and relationship building:
• Assist in the management of financial activities / issues for external business partnerships (e.g., third-party supplier, outsourcing partner, etc.)
• Educate customer groups on financial aspects of business decisions and resource allocations.
Professional qualification (e.g., CPA, MBA, Financial Accounting or Business degree)
Business / Accounting
Qualification:
• Experience working in business / functional unit
• Experience working in commercial P&L environment
• Demonstrated business skills executed with integrity and independent judgment
• Ability to effectively use negotiation and conflict resolution skills
• Experience working with client groups with ability to influence and challenge stakeholders at various levels
• Understanding of underlying business drivers
• Proficient financial knowledge of modeling, analysis, evaluation, and forecasting
• Experience working in cross-functional teams and across a matrixed environment
• Good interpersonal skills demonstrated by creation of a network of key partners within Finance and the business and the ability to bridge communications gap between finance and non-finance
• Understanding of systems and processes as they affect the financial results (JDE, Prism, DCS, etc.)
• Excellent computer skills including Excel, Word, PowerPoint
Additional Information
If you have any questions releated to this Job feel free to reach me @ ************
Best Regards
Pramod Galande:)
Financial Analyst III
Finance internship job in Grand Island, NY
Company Information
At Thermo Fisher Scientific, our Finance teams are essential to our business and functional teams to make educated, sound decisions that drive our Mission and make us a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Financial Reporting, Audit, Investor Relations, Strategy & Corporate Development to Accounting, our Finance functions have a diverse and global presence, providing significant opportunities to develop unique career experiences and perspectives. Ranked #95 on the 2021 Fortune 500 list and with revenues of more than $35 billion, you'll discover endless opportunities to grow a rewarding career as part of the world leader serving science.
How you will make an impact
Biologic and Chemicals Division (BCD) is a $1.3B business within BPG Group, which offers Cell Culture and Cell Therapy products serving the Pharmaceutical and research market. We are seeking an Analyst who will be an integral part of Grand Island finance team to support the delivery of our near and long-term financial objectives.
Job Description
Job Title: Financial Analyst III
Reports To: Margaret Dowd; Sr Finance Manager
Group/Division: BCD Finance/BPG
Career Band: 6
Job Track: Professional
Position Location: Grand Island, NY
Number of Direct Reports: 0
Day/Shift (if applicable): N/A
FLSA Status (Exempt/Non-Exempt): Exempt
Relocation (if applicable): no
Key Responsibilities
Work closely with key Operations business partners to identify and mitigate issues impeding the achievement of business goals
Responsible for assisting with period-end manufacturing financial reporting, manufacturing variance forecasts including the liaison with business partner to assist them in meeting the spending forecast, business needs and critical issues.
Support Sr Manager with data analysis on Plant Performance including monthly report outs to leadership - focus on scrap and excess and obsolescence
Assist in the preparation of monthly/quarterly financial forecast update and annual Operating (AOP) plans
Prepare Cost quotes on new products
Partner cross-functionally to provide financial guidance on Productivity improvement
Minimum Requirements/Qualifications:
BS degree in Finance or Accounting or Business-related field
3+ years of relevant experience
Knowledge, Skills, Abilities
Effective verbal and written communication skills, able to summarize and present information in a concise and effective manner
Attention to detail and consistently delivering high quality work. Ability to learn quickly, meet deadlines and multi-task in deadline driven environment
Good understanding of business processes and operations & financial controls, able to identify control weaknesses in existing process and recommend mitigation actions
Ability to manage multiple and competing priorities
Analysis and interpretation of data, including proficiency in Excel
Preferred Qualifications:
Cost accounting experience
Experience with Hyperion Essbase, Hyperion planning, Cognos and E1
This position has not been approved for Relocation Assistance.
At Thermo Fisher Scientific, each one of our 90,000 extraordinary minds have a unique story to tell. Join us and contribute to our singular mission-enabling our customers to make the world healthier, cleaner and safer. Apply today! **************************** Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Compensation and Benefits
The salary range estimated for this position based in New York is $75,800.00-$100,000.00.
This position may also be eligible to receive a variable annual bonus based on company, team, and/or individual performance results in accordance with company policy. We offer a comprehensive Total Rewards package that our U.S. colleagues and their families can count on, which includes:
A choice of national medical and dental plans, and a national vision plan, including health incentive programs
Employee assistance and family support programs, including commuter benefits and tuition reimbursement
At least 120 hours paid time off (PTO), 10 paid holidays annually, paid parental leave (3 weeks for bonding and 8 weeks for caregiver leave), accident and life insurance, and short- and long-term disability in accordance with company policy
Retirement and savings programs, such as our competitive 401(k) U.S. retirement savings plan
Employees' Stock Purchase Plan (ESPP) offers eligible colleagues the opportunity to purchase company stock at a discount
For more information on our benefits, please visit: *****************************************************
Auto-ApplyThermal Management Modules Intern - Winter
Finance internship job in Lockport, NY
BU2 Thermal and Fluid System MAHLE is not currently hiring individuals for this position who now or in the future require sponsorship for employment-based non-immigrant and immigrant visas. However, as a global company, MAHLE offers many job opportunities outside of the U.S. which can be found through our employment website ******************
Your Contributions
* Work with product engineering to gain knowledge in the field of e-mobility and get insight into MAHLE's product development process and products
* Support product engineering for existing series projects but also support the development of new concepts for heat exchangers
* Support prototype builds and validation
* Working with test lab on ongoing projects, plan, schedule, track and complete testing and documentation for heat exchanger validation
* Perform CFD simulations on current heat exchanger developments
Your Experience and Qualifications
* Education: Currently enrolled at an accredidated 4 year university
* Major: Mechanical Engineering
* Class Standing: Sophomore or higher preferred
* Skills: MS Office, CAD skills preferred, background in Thermodynamics and fluid mechanics desired
* Experience: previous internship experienced preffered, but not manadatory
Do you have any questions?
***********************
US
Facts about the job
Benefits:
Entry level: Internship
Part- / Full-time: Full Time
Functional area: R&D
Department: BU2 Thermal and Fluid System
Location:
Lockport, NY, US, 14094
Company: MTFS (US)
Closing date for applications
Don't waste any time, apply while the position is online.
Your future at MAHLE
As a team player and someone who thinks ahead, you can deploy all your skills with us. In cooperation with colleagues from different countries and areas, you contribute in designing the mobility of the future. When selecting MAHLE, you choose trend-setting technologies and strategies. Are you interested in working with us and developing efficient and environmentally-friendly solutions, optimising existing products, and turning innovative ideas into reality? Then MAHLE is the right address for you.
Shape the future with us.
Easy ApplyClient Management Intern
Finance internship job in Hunt, NY
Company:Marsh McLennan AgencyDescription:
Marsh McLennan Agency
Client Management Internship
Summer 2026 - Applications Accepted through December 1, 2025
MMA's internship is a comprehensive program that will provide students with real world business, risk management and insurance experience. Learn to apply the concepts you've learned in the classroom through project work and client interaction. You'll also develop professional skills that will serve you the rest of your career. Marsh McLennan Agency's internship program gives students the chance to find their interest and place in the insurance industry. MMA's goal is to provide our interns with insight into all areas of the insurance industry and act as a springboard into full-time careers in the role you desire.
Interested? Keep reading.
Your goals. Your ambitions. Your definition of success. At MMA, we believe nothing should stand in your way of making these a reality. As an MMA colleague, you'll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement.
As a part of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in risk, strategy, and people, MMA colleagues are part of a network of resources and expertise that sets our organization apart from the competition.
Why Marsh McLennan Agency?
Employee Appreciation - Our greatest assets are our employees and we reward our staff for their hard work and dedication.
Community Outreach - We encourage our employees to support and serve our local communities.
Our Approach - As part of the MMC family, we have an arsenal of tools yet still operate with the same local touch.
What You can Expect from Us!
Real Experience - No coffee fetching for you. You'll complete your assignment, knowing industry career options along with relevant work experience.
Learning Opportunities - We host a series of national webinars that introduce you to our industry and our organization. They're designed to set you up for success as an emerging professional, and to help you better understand MMA and our industry.
Build Connections - You'll grow your network by working closely with your manager, mentor, and other interns.
Develop Career Skillsets - Our Client Management Interns will work directly with our client management teams…learning the basics of our world-class service program while supporting the actual clients.
Cultivate Industry Relationships - We provide opportunity to meet with a wide variety of our industry partners allowing you to grow your professional network.
What We Need from You!
Commitment to developing a career in client management
Strong interest in the Insurance Industry
Rising Senior/4th year undergraduate student
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
Post-graduate geographic desires within the Mid-Atlantic Region
Attendance throughout the entire program period is required.
MMA encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: flexible, hybrid work environment, health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception. MMA was named a 2025 Top Workplace and Top Workplace awards for cultural excellence in the areas of professional development, DE&I practices, and employee well-being.
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
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Who
you
are is who
we
are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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The applicable hourly rate for this role is $20/hour.
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