Finance internship jobs in Clifton, NJ

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 *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F #LI-CITIZENS6 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.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $32,400 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

December 8th-January 31st** Schedule: 25 - 30hrs per week between 5 days a week, Evening Hour Shifts *The shift times, locations, and days of the week will vary depending on when we are able to book these retail spaces. This will include travel to all five boroughs* Required Skills & Experience: User Research project experience (ex: UX research assistants, coordinators, moderators, interns etc). Excellent communication and interpersonal skills. Proficiency in using phones and computers. Strong organizational skills and attention to detail. Ability to help set up camera equipment for the acting sessions. Drivers license and ability to commute to different worksite addresses daily within the bay area for the duration of the project. Job Description: Hiring "User Research Data Collectors" to re-enact different retail scenarios for research purposes around the NY Tri-state area. This is for a consumer electronic research study. The hired individuals will "act" as customers and staff in various settings like coffee shops, grocery stores, and restaurants in the NY boroughs. You must be comfortable signing a consent form to be filmed and recorded. Your voice, face, motions, and bodies will be captured during the protocol. You will need to sign a consent form allowing the captured data to be used in the client's product & service development, and prototyping. You will be asked to help unload camera equipment and Meals will be provided daily for lunch. You must be comfortable commuting to different worksite addresses daily within the bay area for the duration of the project. The position will require local travel around the NY area. 1 specific location per day.

The General Accounting Analyst will play an important role within the Corporate Financial Reporting team following accounting rules, principles and guidance for monthly responsibilities. The role provides support and collaborates with cross-functional teams including Real Estate, Indirect procurement, FP&A, Tax, AP, Member services and Subsidiary teams. Areas of responsibility include reporting and account maintenance for the general ledger, accounting for ASC 842, monitoring Prolease database for integrity and consistency, and completion of certain period end and quarter end financial schedules. As a member of the Corporate Financial Reporting team, the General Accounting Analyst may also assist with quarterly consolidation of financials, financial reporting, management reporting, non-routine accounting, related tax compliance and coordination of the annual audit process with external auditors and across departments. Essential Functions The essential job functions of this position include, but are not limited to, the following: Support Quarterly and Annual Consolidation and Financial Reporting process. Prepare journal entries and schedules to support monthly/quarterly/year-end audit processes. Assist with preparation of capitalization schedules for all new leases. Assist with the coordination and completion of the fiscal month end close process with finance reporting teams. Prepare recurring journal entries, financial reports and balance sheet reconciliations, and monthly Prolease to Oracle reconciliations by entity, including investigation of any variances. Collaboration with lease negotiation team and other applicable operational personnel to maintain the Prolease database [New leases, changes to renewal terms/obligations of existing portfolio, embedded leases, etc.] as needed. Assist in research and addressing technical lease accounting and operation matters in accordance with ASC842. Prepare annual budgets for ASC842 related expenses. Collaboration with all subsidiaries for preparation of consolidated financials. Support coordination of interim and year-end audit process with external auditors. Assists with any other projects related to the department. May be assigned additional responsibilities as necessary. Develop process workflows and prepare recommendations for process improvements where necessary. Meet strict deadlines required for financial reporting and year-end. Qualifications Bachelor's degree in Accounting, Finance, or a related field; CPA or progress toward certification preferred. 4-6 years of progressive accounting experience, preferably in a corporate or public accounting environment. Strong understanding of GAAP and financial reporting principles. Experience with ERP systems such as Oracle, SAP, or similar platforms. Advanced proficiency in Microsoft Excel; familiarity with data visualization tools is a plus. Excellent analytical, organizational, and problem-solving skills. Strong communication skills with the ability to explain financial concepts to non-financial stakeholders. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. High level of integrity, accuracy, and attention to detail. Working Conditions & Physical Demands Availability to work a varied, flexible schedule to meet business demands Ability to monitor computer screens for long periods of time Ability to work a hybrid schedule as established by the division (4 days on-site, 1 day remote) Core Competencies Communicate Effectively: Communicates thoughts and ideas in a well-organized manner, encouraging two-way communication. Build Relationships: Creates cross-functional partnerships through the development and maintenance of constructive and cooperative relationships. Stay Competitive: Demonstrates a mindset of continuous improvement while exhibiting passion and enthusiasm for their work. Embrace Change: Looks for new ways of working by supporting advancements in processes and technology. Develop You: Identifies and capitalizes on opportunities for personal and professional career growth. Drive for Results: Supports divisional and strategic objectives through achievement of work goals. Company Perks Vibrant Food Centric Culture Comprehensive medical, dental and vision package Competitive Salary and Paid Time Off Fitness Reimbursement and Well-Being Program Corporate Training and Development University Collaborative team environment Paid Parental Leave 401K Matching Gifts and Community Volunteer Involvement Compensation and Benefits The salary range for this position is $65,000 to $85,000 annually. Placement in the range depends on several factors, including experience, skills, education, geography, and budget considerations. Wakefern is proud to offer a comprehensive benefits package designed to support the health, well-being, and professional development of our Associates. Benefits include medical, dental, and vision coverage, life and disability insurance, a 401(k) retirement plan with company match & annual company contribution, paid time off, holidays, and parental leave. Associates also enjoy access to wellness and family support programs, fitness reimbursement, educational and training opportunities through our corporate university, and a collaborative, team-oriented work environment. Many of these benefits are fully or partially funded by the company, with some subject to eligibility requirements.

Verition's Summer Internship Program - Investment. Verition Fund Management LLC (“Verition”) is a multi-strategy, multi-manager hedge fund founded in 2008. Verition focuses on global investment strategies including Credit, Fixed Income & Macro, Convertible & Volatility Arbitrage, Event-Driven, Equity Long/Short & Capital Markets, and Quantitative Strategies. As part of our 10-week internship program, you'll work closely with an investment team to enhance your skill set and apply your studies to a wide variety of projects. Our program provides ample opportunities to learn about alternative investments, gain hands-on experience, and contribute meaningfully to a fast-growing firm. Qualifications: Pursuing a Bachelor's or Master's in finance, applied mathematics, statistics, business, or related field of study. Excellent written and verbal communication skills. Strong attention to detail and a high level of accuracy. Demonstrated interest in hedge funds/financial services. Intellectually curious, self-motivated, and collaborative individuals. Salary for this role ranges from $65-$75 per hour.

Aries Global At Aries Global, we're driven by a singular ambition - to build one of the world's truly exceptional software groups. A high-performing culture where we're able to deliver transformative value to our group, and a place where every team member can grow, thrive, and achieve their full potential. A company that operates with unmatched precision, creativity, and impact. That creates enduring value while upholding the highest standards of integrity and responsibility. Our mission is simple: we don't just acquire companies - we build enduring, AI-native software platforms. We partner with founders who have built great products and help them unlock their next chapter through our AI-native operating system, centralised GTM engine, and world-class execution capabilities. We bring together exceptional operators, product builders, and leaders - people who insist on the highest standards and excel in a culture of fast pace, focused execution, and deep ownership. In return, you'll experience extraordinary growth, meaningful impact from day one, and a career trajectory far steeper than you thought possible. Some Of Your Responsibilities Uncover high-potential software opportunities across our core investment themes through trend analysis and market discovery. Map and assess key software segments to fuel our thesis-driven sourcing. Lead impactful analytical work-financial models, valuations, market research, and competitor benchmarking. Drive deep-dive market intelligence to sharpen our investment conviction. What We're Looking For Analytical Foundations. A strong analytical foundation built through experience in start-ups, investment banking, PE/VC, strategy, or management consulting - environments that demand rigorous thinking, structured problem-solving, and rapid synthesis of information. Action Bias. You thrive in ambiguity, form clear mental models quickly, take ownership instinctively, and enjoy diving deep into unfamiliar software categories. You operate with autonomy, intensity, and a strong internal drive. Culture & Velocity Fit. You're energized by environments defined by ambition, precision, and ownership and a high standard of integrity and responsibility. Communication & Reasoning Clarity: You communicate in a structured, concise, and compelling way - verbally and in writing. You're highly organized, detail-oriented, and able to manage multiple workstreams without sacrificing quality or momentum. Why Join Aries Unmatched talent density - be amongst and learn from the brightest. High-trust, high-autonomy environment with real ownership - exposure you won't get anywhere else. A company with global reach, meaningful work, and potential for long-term growth. Our Process Joining Aries Global means stepping into a culture that values excellence, curiosity, and potential above all else. Our selection process reflects that. If you excel at our initial screening, you move forward to interviews that dive deeper into your ambitions, mindset, and how you can shape growth with us. You'll take on a few challenges designed to see how you think, learn, and adapt under pressure. They're demanding by design - because the work we do is, too. We set the bar high and only make offers when we're confident it's an extraordinary fit - for both you and Aries Global. And if you're hesitating because you don't tick every box - don't. Talent, drive, and the will to grow matter most here. If you're inspired by our mission and believe you can make an impact, we want to meet you. Aries Global is proud to be an equal opportunity employer. We celebrate diversity, foster inclusion, and ensure every candidate has equitable access to succeed. If you need accommodations during the process, simply let us know, we'll make it happen.

Join the fintech powerhouse redefining how the world invests in private markets. iCapital is a global leader in alternative investments, trusted by financial advisors, wealth managers, asset managers, and industry innovators worldwide. With $999.73 billion in assets serviced globally-including $272.1 billion in alternative platform assets-we empower over 3,000 wealth management firms and 118,000 financial professionals to deliver cutting-edge alternative investment solutions. This summer, become part of a dynamic team where your ideas matter. Make a meaningful impact, accelerate your professional growth, and help push the boundaries of what's possible at the intersection of technology and finance. Key features of our Summer 2026 Internship: Become a key member of the iCapital team, driving initiatives, contributing to projects, and potentially jumpstart your career with us after graduation. Immerse yourself in an inclusive company culture where we create a sense of belonging for everyone. Gain exclusive access to the AltsEdge Certificate Program, our award-winning alternative investments education curriculum for wealth managers. Attend recurring iLearn seminars and platform demos where you will learn the latest about our products. Participate in an intern team project, culminating in an end-of-summer presentation to a panel of senior executives. Join senior executive speaker seminars that provide career development, guidance, and access to the leaders at iCapital. About the role: Our Investment Strategy team sits within the Investment Products and Research department. The iCapital Investment Strategy team serve as the face of the iCapital brand, conduct extensive research, and are responsible for articulating the role and benefits of alternative investments in investors' portfolios. Conduct in-depth research on public and private markets to help support the team with weekly market publications and broader thought leadership. Prepare and run market reports on a weekly or bi-monthly basis, providing the team with key market data. Build private markets, alternative investment performance, and key macro indicator dashboards in Excel. Aid in the build-out of our quarterly Private Markets deck. Valued qualities and key skills: Highly inquisitive, collaborative, and a creative problem solver Possess foundational knowledge of and/or genuine interest in the financial markets Able to thrive in a fast-paced environment Able to adapt to new responsibilities and manage competing priorities Technologically proficient in Microsoft Office (Excel, PowerPoint) Strong verbal and written communication skills What we offer: Outings with iCapital team members and fellow interns to build connections and grow your network. Corporate culture and volunteer activities in support of the communities where we live and work. Rooftop Happy Hours showcasing our impressive views of NYC. Eligibility: A rising junior or senior in a U.S. college/university bachelor's degree program Must be available to work the duration of the program from June 8th through August 7th to be eligible Committed to working five days a week in the New York City office for the entire duration of the internship Authorized to work in the United States* *We are unable to offer any type of employment-based immigration sponsorship for this program Pay Rate: $42.00/hour + relocation stipend and transportation stipend iCapital in the Press: We are innovating at the intersection of technology and investment opportunity, but don't take our word for it. Here's what others are saying about us: Two consecutive years on the CNBC World's Top Fintech Companies list Two consecutive years listed in Top 100 Fastest Growing Financial Services Companies Four-time winner of the Money Management Institute/Barron's Solutions Provider of the Year For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Application Deadline: 01/04/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service Investment Banking Summer Analyst BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Summer Analyst Program Overview: The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants with practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 10-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full-time Investment Banking program. Responsibilities: As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include: Conducting industry and company research and analysis Developing client presentations Writing internal and external marketing memoranda Running valuation analysis, financial analysis and completing complex modeling exercises Performing other tasks supporting client relationships and business development Qualifications: BMO Capital Markets offers practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious, and mature individuals: Enrolled in an undergraduate degree program, graduating in Dec. 2027 or Spring 2028 Interest in investment banking A preferred minimum GPA of 3.4/4.0 Minimum of two college finance and/or accounting classes with grades “B” or higher Outstanding academic achievement, leadership experience and peer recognition Demonstrated leadership attributes in work, school, or community Excellent analytic, critical thinking and problem-solving skills Strong interpersonal skills used within a demanding team environment Demonstrated proactivity, resiliency, and an unfailingly positive attitude Excellent capacity to independently function as part of a team through self-motivation Strong work ethic and a high level of professional integrity Legally authorized to work in the U.S. and will not require sponsorship in the future The annual base salary for this position is USD$110,000 Salary: Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

One of our portfolio companies is a pre-Series A startup, building a global powerhouse dedicated to harnessing the transformative power of artificial intelligence in the global entertainment industry. We specialize in acquiring, optimizing, and managing media assets across the US and DACH region. The Company believes in the untapped potential of content assets, which are key to driving revenue for global entertainment brands. Their strategy involves tapping into this potential with a unique, proprietary approach that combines technology and data analytics from asset acquisition to optimization, within a global portfolio. In this endeavor, they have already established partnerships with leading media companies and earned trust from investors renowned for developing unicorn ventures. Job Description * Assisting in all activities of the fundraising process from investor search to closing * Conducting research, financial analyses, and valuation of potential acquisition targets * Supporting due diligence, deal negotiations, and integration of acquired assets * Leading industry-wide research and presenting to the Company's leadership team and C-Level * Supporting the creation of presentations for C-Levels, investors, and board members Qualifications * You are pursuing a degree in business administration or a related field or recently graduated from university * You have gained first working experience in M&A, Venture Capital, Private Equity, Corporate Finance, or the Consulting industry * You are a team player and have strong an analytical and logical thinking skills * You are confident, have a hands-on mentality and like working independently in a fast-paced environment * You have excellent Excel and PowerPoint skills * You have excellent English skills; other languages are a plus Additional Information * Opportunity for full- or part-time internship * Opportunity to be part of a early-stage venture and help shape the M&A and investment processes from the ground-up * Unique operating experience at the interception of high-growth startup, M&A and private equity investments Please note that this is an unpaid internship.

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role A leading risk, capital and strategic advisor to the global insurance and reinsurance industries. Founded in 2015, Howden Capital Markets & Advisory (“HCMA”) is one of the premier insurance-focused investment banking groups in the industry. Our team covers a broad range of insurance carrier and insurance services companies and offers expertise in M&A, capital raising, general strategic advice and Insurance-Linked Securities. Primary Responsibilities: Interns develop their skills through broad and frequent exposure to both junior and senior bankers. You will gain knowledge and skills to build a strong career foundation in financial services Participate in all stages of transaction executions, from the pitch phase through closing Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions Participate in the origination and execution of M&A, equity, debt and ILS transactions Assisting in preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation Assisting in preparation of company valuations involving using various methodologies including discounted cash flow, leveraged buyout, trading comparables and trans-action comparables Qualifications: Must have completed their junior year in a 4-year college or university Candidates must have a proven academic record with a minimum GPA of 3.6 and an interest in finance The ideal candidate will have: (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills Required to be actively enrolled in a four-year college or university An undergrad in Business Administration with a focus in economics is preferred but not required Previous work or internship experience in the financial and/or insurance industries is a plus Prior investment banking experience is not required Must be legally authorized to work in the US Please note: this is an in-person opportunity based in New York, NY. This program runs from early June - early August 2026.

Job Description Join an intellectually rigorous finance internship designed for high-performing individuals who are serious about launching a career in investment banking. This internship is tailored for ambitious individuals seeking real-world exposure in financial modeling, transaction analysis, and strategic advisory. You'll work alongside experienced professionals and gain front-line exposure to capital markets, company valuation, and deal execution workflows. Key Learning Areas & Tasks: Build and maintain detailed financial models using Excel, including DCF, precedent transaction, and comparables analysis. Conduct industry-specific market research and macroeconomic analysis to support transaction opportunities. Participate in the preparation of pitch materials, investor memos, and strategic presentations. Assist in developing client-ready documents including deal decks and financial summaries. Analyze company fundamentals and trends using earnings reports, M&A data, and public filings. Support business case development, sensitivity testing, and transaction structuring across live deals and internal projects. What We're Looking For: Currently studying or recently completed a degree in Finance, Economics, Business, or a quantitative discipline (or equivalent experience). Strong interest in investment banking, corporate finance, and financial markets. Familiarity with Excel modeling, PowerPoint presentations, and financial statement analysis. Sharp analytical mind, attention to detail, and strong communication skills. A proactive, resourceful, and self-motivated work ethic. International or multicultural experience is advantageous but not required. What You'll Gain: Practical training in valuation, M&A analysis, and financial strategy. Mentorship and structured feedback from professionals with experience at top-tier investment firms. A results-oriented environment that simulates real-world investment banking workflows. Flexible working arrangements - remote opportunities available. Compensation: Paid internship route accessible Powered by JazzHR 6oNwh0gw99

Business - Wealth Solutions Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Brookfield Wealth Solutions Ltd. (“Brookfield Wealth Solutions” or “BWS”) operates a leading capital solutions platform providing insurance services to individuals and institutions. With over US$150 billion in assets under management (“AUM”), BWS primarily invests in and operates financial services businesses, including annuities, commercial property and casualty insurance, and life insurance. In addition, BWS evaluates opportunistic and strategic investments across the financial services industry and capital structure on behalf of Brookfield Asset Management. The Opportunity Brookfield Wealth Solutions is seeking a Summer Analyst to join the Mergers & Acquisitions (“M&A”) team. This internship is designed to provide students with exposure to the M&A function within our organization, along with broader learning and networking opportunities. The team focuses on delivering a wide range of capital solutions to insurance companies and other industry participants in the life and annuity, property and casualty, and retirement solutions sectors. Job Description As a Summer Analyst, you will gain hands-on experience from day one in a dynamic and fast-growing team. The role offers a meaningful and challenging summer experience, with mentorship from seasoned investment professionals. You will have numerous opportunities to demonstrate your skills, aptitude, and passion for investing. Working alongside the broader BWS group, you will partner directly with the M&A team to: Conduct research to support the development of investment strategies and identify potential transaction opportunities Assist with transaction execution, business due diligence, and related logistics Assist with preparation of presentations, memos, and other analyses to support new and existing investments Develop financial models, including valuation, M&A, and credit modeling Participate in all aspects of investment transactions as directed by team members Collaborate with operating businesses on value-creation initiatives Prepare presentations and marketing materials for broader team and external stakeholders Requirements Currently pursuing a degree in commerce, finance, economics, or accounting Prior exposure to investment banking, private equity, credit, or asset management Strong understanding (or growing expertise) in investment and valuation analysis, as well as financial modeling Proficiency in Microsoft Excel and PowerPoint Strong quantitative and analytical skills, with close attention to detail Excellent interpersonal, communication, and leadership skills Entrepreneurial mindset Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

Summer 2026 RE Investments Internship (for 2027 Grads) Company: Faropoint Employment Type: Summer Internship Established in 2012, Faropoint is a pure play RE fund manager focusing on the last mile industrial sector. Having acquired more than 500 warehouses to date, it is the most active aggregator of warehouses in the US in the past five years. Our platform is built to harness the sector's fragmentation, operating through 7 regional offices with 120+ employees in vertically integrated teams enhanced by proprietary AI-driven tools, while benefiting from compelling fundamentals like constrained supply growth, reshoring, and e-commerce tailwinds. Position Overview We are seeking a highly motivated and analytical student to join our Investments team for Summer 2026 in Hoboken, New Jersey. This internship offers hands-on experience in real estate acquisitions or asset management, with a focus on investment analysis, underwriting, and portfolio optimization. The ideal candidate will gain exposure to either the deal sourcing and acquisition process or the ongoing management and value creation of existing assets within our portfolio. Key Responsibilities Real Estate Acquisitions Track Assist in underwriting and financial modeling of acquisition opportunities across multiple property types Conduct market research and submarket analysis to identify investment opportunities Support due diligence processes including site visits, document review, and third-party report analysis Prepare investment committee memos and presentation materials Analyze comparable sales, rent comps, and market trends to support valuation Coordinate with brokers, sellers, and internal teams throughout the transaction process Maintain deal pipeline tracking and investment opportunity databases Asset Management Track Support portfolio performance monitoring and financial analysis of existing assets Assist in preparing quarterly business plans and asset-level budgets Conduct property visits and coordinate with property management teams Analyze operating statements, rent rolls, and variance reports Help develop and implement value-add strategies for portfolio properties Prepare investor reporting materials and performance presentations Support refinancing and disposition activities for mature assets Research market trends and competitive positioning for portfolio properties Qualifications Required Currently pursuing a Bachelor's Degree in Finance, Real Estate, Economics, Business, or related field Expected graduation date of May 2027 Strong analytical and quantitative skills with proficiency in Microsoft Excel Excellent written and verbal communication abilities Detail-oriented with strong organizational skills Ability to work independently and collaboratively in a fast-paced environment Genuine interest in real estate and investment management Preferred Previous internship or coursework in real estate, finance, or related fields Familiarity with financial modeling and valuation techniques Experience with Argus, REFM, or other real estate investment software Knowledge of PowerPoint and data visualization tools Understanding of real estate markets and investment fundamentals What You'll Gain Direct mentorship from experienced investment professionals Exposure to live deal processes from sourcing through closing Understanding of institutional real estate investment strategies Networking opportunities with industry professionals Potential pathway to full-time employment upon graduation

Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world's leading providers of legacy reinsurance solutions. They work with the world's leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re's roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re's leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re. Be a part of our 10-week Internship Program, where you will have the opportunity to apply knowledge gained through your college courses. Becoming an Investments Intern is a great way to enhance your business acumen and gain insight into our industry. Interns are placed into meaningful roles that have an immediate and integral impact on the business. The internship will be based in our Jersey City, NJ office and will run from June 1 2026, through August 7 2026. You must be available for all 10 weeks of the program. What You Will Do: Support the calculation of cashflows, risk metrics, and other analytics for structured and other investment assets. Assist in developing quantitative tools and models to evaluate new and existing investment opportunities. Collaborate with Investment Managers and internal teams to support investment recommendations and portfolio strategies. Participate in due diligence on potential asset acquisitions and assist in developing related asset strategies. Support onboarding of new reinsurance deals and asset managers, including portfolio setup and data validation. Provide operational support for portfolios, including reconciliations and transaction monitoring. Assist in preparing compliance and performance reports to ensure adherence to investment guidelines. Review and maintain data quality across investment systems, researching and resolving discrepancies as needed. Help prepare presentation materials summarizing investment performance, risk, and strategy for senior management. Contribute to automated reporting processes that track portfolio positions, activity, risk, and compliance. Help develop and enhance automated dashboards and data tools for investment analysis and reporting. What You Will Have: Rising senior pursuing a bachelor's or master's degree in finance, economics, computer science or investments. A willingness to work towards CFA designation is preferred. Relevant work experience for master's candidates. Proficiency in Python and SQL is required. Strong analytical capabilities. Advanced Excel skills are required. Familiarity with more sophisticated data science techniques (SQL, R, Python, MatLab) and experience with Bloomberg is a plus. Very strong written, verbal, and interpersonal communications skills to clearly articulate sophisticated concepts, ideas and processes. Presence and credibility to present effectively to key senior management. Applicants must be authorized to work for any employer in the U.S. We are unable to consider applicants who will now or in the future require sponsorship for an employment visa. The standard benefits listed below are offered to full-time employees. At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone-regardless of background, race, religion, sexual orientation or gender identity-feels valued and respected is a foundation of our culture. We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law. To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes. Check us out on YouTube: About Fortitude Re (youtube.com) By submitting your application, you agree that Fortitude Re may collect your personal data for recruiting purposes.

Soros Fund Management LLC (SFM) is a global asset manager and family office founded by George Soros in 1970. With $28 billion in assets under management (AUM), SFM serves as the principal asset manager for the Open Society Foundations, one of the world's largest charitable foundations dedicated to advancing justice, human rights, and democracy. Distinct from other investment platforms, SFM thrives on agility, acting decisively when conviction is high and exercising patience when it's not. With permanent capital, a select group of major clients, and an unconstrained mandate, we invest opportunistically with a long-term view in a wide range of strategies and asset classes, including public and private equity and credit, fixed income, foreign exchange, and alternative assets. Our teams operate with autonomy, while cross-team collaboration strengthens our conviction and empowers us to capitalize on market dislocations. At SFM, we foster an ownership mindset, encouraging professionals to challenge the status quo, innovate, and take initiative. We prioritize development, enabling team members to push beyond their roles, voice bold ideas, and contribute to our long-term success. This culture of continuous growth and constructive debate fuels innovation and drives efficiencies. Our impact is measured by both the returns we generate and the values we uphold, from environmental stewardship to social responsibility. Operating as a unified team across geographies and mandates, we remain committed to our mission, ensuring a meaningful, lasting impact. Headquartered in New York City with offices in Greenwich, Garden City, London, and Dublin, SFM employs 200 professionals. Internship Overview The Investment Intern Summer Program is a nine-week experience based in our New York office, running from early June through mid-August 2026. Interns will gain exposure to SFM's investment process by working closely with Portfolio Managers, Research Analysts, and other senior professionals across the firm. In addition to day-to-day responsibilities on the desk, interns will participate in a range of professional development opportunities, including a roundtable speaker series with firm leaders, training sessions focused on technical skills such as Excel and financial modeling, and networking events with peers and professionals across the industry. By the end of the program, interns will have developed a strong understanding of SFM's business and culture, deepened their product and industry knowledge, and begun building a professional network within the investment community. What We Value Pursuing an undergraduate degree in finance, engineering, mathematics, computer science, or a related field Strong quantitative skills Interest in financial markets and financial processes Ability to multitask and complete projects in a timely manner Skilled in Excel Experience in building financial models is a plus High degree of attention to detail Intellectual curiosity and a desire to learn Ability to work effectively in a fast-paced environment Familiarity with Bloomberg, SQL Databases, VBA, Python, and R is a plus We anticipate the pay for this internship to be a pro-rated amount paid at the rate of $75,000 per annum, for the internship period. In all respects, candidates need to reflect the following SFM core values: Smart risk-taking // Owner's Mindset // Teamwork // Humility // Integrity #LI-DNI

**RWE Clean Energy, LLC** **Functional area:** Finance / Controlling **Remuneration:** Non-Exempt The **Investment & Valuation Intern** will be a key member of our Investment & Valuation (I&V) team, bringing renewable energy projects forward for investment decisions at RWE Clean Energy (RWECE). Our I&V team enables value-added growth by providing analysis and critical advice to our colleagues in the business while ensuring strong governance around investment decisions. The intern will work closely with our I&V team and colleagues from the finance community and the broader renewables business. Our team environment is high-energy. We value diversity, good relationships, personal growth, inclusive debate, and individual empowerment. **Responsibilities:** + Support the strong growth ambitions of our Renewables business (including utility-scale solar PV, onshore wind, battery storage, and hydrogen) in the Americas + Support developing quantitative and qualitative analyses of investment opportunities and effectively communicate results. + Collect and ensure completeness as well as validity of inputs to investment decisions, especially those inputs that are key to valuation results + Support investment decision processes, preparation of papers and presentations for the Executive Leadership Team and the Board of Directors at RWECE + Support on identifying and implementing improvements to our investment processes and valuation models, including the use of digital solutions + Support internal ad-hoc projects with direct senior management involvement + Support other members of the I&V team as required, including quality control reviews **Qualifications:** + Pursuing a Bachelor of Business Administration, Finance, Economics, Engineering, or similar university degree and graduating between December 2025 and June 2026. + Knowledge of valuation methodologies (especially DCF) and financial modeling (Excel) + Communication and presentation skills + Interest in renewable energy or energy markets + Strong interpersonal skills, with the ability to manage customer relationships + Demonstrated desire to learn about the Company and the renewables space + Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams + Strong leadership, communication, and ability to meet deadlines + Strong organization skills and ability to coordinate multiple tasks and deliverables + Ability to multi-task while working independently and as part of a team + Motivated self-starter, goal-oriented, and strong problem-solving abilities + Responds well to direction, is easy to challenge and develop, and is coachable + Is detail-oriented, has strong business acumen, and a sound understanding of business concepts **This is a full-time 12-week summer internship starting in June at our Chicago or White Plains Office. ** **Pay range:** The base hourly range for this position in New York and Illinois for undergraduates is $25.00-$35.00 an hour. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer. **Benefits offered:** Paid time off, and Holidays. **Apply with just a few clicks:** ad code **91279** We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. RWE Clean Energy is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG).

The intern will work with the Financial Analysts within the firm's Financial Analysis & Services group ("FAS"). FAS consists of non-attorney professionals working under the purview of the firm's tax department. The primary role of the intern is to assist the analysts to prepare various financial analyses and calculations relating to tax-exempt bond financings to ensure compliance with certain federal tax laws and regulations. Certain projects relating to "arbitrage" entail gathering historical investment information and analyzing such information using various spreadsheet models to determine investment returns and federal tax compliance. The intern will assist the analysts to prepare arbitrage reports which includes a summary of all assumptions and methodologies and the calculations for governmental clients. Other projects may include assisting the development of financial models, preparing yield calculations, loan amortization schedules, complex allocation analyses, swap/hedge analysis, presentations, marketing materials, and research. The internship requires a student to be enrolled in an undergraduate/graduate degree, preferably in finance, economics, mathematics, statistics or other technical field and knowledge of fixed income securities, general market principals, spreadsheet and database applications, and accounting principles. We are looking for someone to work 20 hours per week starting ASAP. Compensation is $25.00 per hour. Hawkins is an equal opportunity employer, committed to a work environment in which all individuals are treated with respect and dignity. We believe that diversity is vital to the firm's ability to provide our clients with the highest level of service. The firm prohibits discrimination or harassment based upon race, color, religion, gender, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, actual or perceived gender and gender identity, veteran's status or any other legally protected status. This policy pertains to every aspect of an individual's relationship with the firm, including recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment.

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Description Interns will support the Investments department within Finance at Equitable Holdings (EQH) and have the opportunity to learn about additional functions through group research projects and networking opportunities with peers in the program. The investments department is responsible for the General Account function as well as the Equitable Investment Management Group. The Equitable Investment Management Group provides investment expertise to individual investors through variable insurance and retail mutual fund investment options. The intern's key responsibilities will include: * Coordination and preparation of various management presentations (e.g., monthly and quarterly reviews with executive management team, internal and external board meetings, other meetings and conferences) * Opportunity to deliver clear, cohesive, compelling presentations to leadership teams in / outside of Finance * Assist in project management and planning of key events / priorities * Perform financial analysis, strategic business analysis and detailed industry research * Play a key supporting role in the annual 15(c) process for Equitable Investment Management Group's fund complex * Conduct detailed analysis and evaluate fund characteristics within their peer group, using fund and industry data * Produce summary reports for presentation to Executive Management and Equitable Investment Management's independent board * Contribute to team discussions and client meetings * Assist in execution of process improvement initiatives * Assist in promotion of team engagement * Final research project to be presented to leaders in the Finance organization Internship Details Dates: Nine week program starting in early June 2026 Hourly Rate: $22/hour Location: New York, NY Work Environment: Hybrid / Flexible (3 or 4 days per week in the office required) * Rising senior or rising junior working towards four-year undergraduate degree with course work in Finance, Accounting, Economics or Business-related, engineering or any quantitative area, with minimum 3.5 GPA * Strong financial / quantitative data analysis * Exceptional written and verbal communications skills, with ability to formulate clear and concise executive "messages" to internal and external audiences from complex topics * Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems and think strategically/critically * Extremely proactive, good comfort level with working in an often-ambiguous environment, anticipating needs and staying ahead of them * Exceptional interpersonal skills and high level of comfort/ease to interact with all levels of the organization * Extremely organized with attention to detail * Uncompromising integrity and ability to maintain strict confidentiality * Strong experience with Excel, Word and PowerPoint * Ability to work the full duration of the program Competencies and Skills * Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision. * Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation. * Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn. ABOUT EQUITABLE We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy. As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute. We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees. In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment. Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.

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 *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 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.