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Finance internship jobs in College Station, TX

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  • Head of Finance

    Fujifilm Holdings America 4.1company rating

    Finance internship job in College Station, TX

    As Head of Finance at the Site in College Station Texas, you will be leading and driving the finance related initiatives across the site and taking these with you into the Site Leadership Team. The Head of Finance is a key member of the Site Leadership team who will provide effective finance business partnering, providing the right information at the right time to enable and influence effective business decisions. The Site Finance team includes finance accounting, site finance controlling, treasury and cashflow forecasting, working capital management, site capital and fixed assets, forecasting and budget setting as well as medium term and long-term plans. Job Description Essential Functions: Take an active leadership role in the site leadership team by supporting and challenging the business areas and support and drive the site development through expansion and new business development. Responsible for setting the direction and vision for the Finance organisation, driving the organisation to be a valued and efficient business partner. Leading your direct reports on their journey towards optimizing their respective teams to efficient and value adding financial operations. Continouts development of the team around you is essential, focusing on optimizing and stabilizing the financial operations on the growth journey as well as developing a high performing, motivated and competent team. Ensure financial transparency and insights that supports effective and correct decision making. This includes preparation of business plans and financial forecasting for ventures or projects being consideretd at site. Drive and control active working capital management to optimize cashflow for the site. Working closely with the site leadership team and management teams to ensure they understand the importance of profitability and active cash management. Full P&L and Balance sheet responsibility; Ensure financial house in order enabling successful external and internal audits and adherence to USGAAP, IFRS and FLB accounting policies and standards as well as compliance with internal controls and JSOX Ensure that the Site Finance team is contributing actively to the transformation and alignment that is currently a big focus area in the FLB Global Finance organisation. Other job duties as needed. Scope/Accountability: The Head of Finance will regularly interact with its peers in the Site SLT as well as Senior Stakeholders in the Global roles of FLB. The Head of Finance is fully accountable for ensuring full transparency on Financial status as well as financial compliance at FLBT. The scope of this role encompasses leading and expanding the FLBT Finance department to become a function that can guide the site to accomplish its strategic goals. The Head of Finance is expected to optimise the processes within Finance to ensure a high level of efficiency in the department. Required Skills and Abilities: Ability to be the courageous challenger to the status quo, especially in financial matters. Driving change and alignment with the right problem-solving attitude finding the solution that fits everyone. Excellent communication skills with the ability to communicate and convey concise information. High level of attention to detail with very good analytical and data management skills. Experience of working with multi-site, multinational organizations on different time zones. Able to build and maintain effective and credible relationships with key stakeholders. Significant experience in or knowledge of USGAAP accounting principles with demonstrated experience in rolling out changes to accounting principles. High proficiency with and knowledge of accounting and financial management software including SAP, Microsoft Excel, and others. Demonstrated ability to work across functional and intercompany boundaries to develop and maintain relationships with diverse internal and external business customers. Role model for company core values of trust, delighting our customers, Gemba, and Genki. Impact/Influence: The Head of Finance will set financial targets for the site ensuring that the site P&L is optimised. The Head of Finance is accountable for financial compliance and eliminating financial surprises. Minimum Qualifications: Bachelor's degree in finance or business required. CPA, Certified Management Accountant certifications, or MBA preferred. At least 12-15 years of experience in increasingly responsible financial roles. 10+ years in a supervisory/management role in a financial or related field, preferably in a manufacturing environment. Also requires a demonstrated track record in the following key areas: Attainment of aggressive growth, improvement and profit objectives. Execution of strategic plans that optimize growth and competitive positions Strong collaboration and team building skills Strong communication skills A strategic thinker, able to motivate, lead and develop subordinates. Experience of leading finance teams at a Senior level within a larger corporation and being part of a leadership team. Understands of the importance of Strategy and its role in driving a business forward. Natural self-starter with a systematic and dynamic approach to work. To all agencies: Please, no phone calls or emails to any employee of FUJIFILM about this requisition. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place. In the event a candidate who was submitted outside of the FUJIFILM agency engagement process is hired, no fee or payment of any kind will be paid.
    $96k-128k yearly est. Auto-Apply 28d ago
  • Head of Finance

    Fujifilm 4.5company rating

    Finance internship job in College Station, TX

    As Head of Finance at the Site in College Station Texas, you will be leading and driving the finance related initiatives across the site and taking these with you into the Site Leadership Team. The Head of Finance is a key member of the Site Leadership team who will provide effective finance business partnering, providing the right information at the right time to enable and influence effective business decisions. The Site Finance team includes finance accounting, site finance controlling, treasury and cashflow forecasting, working capital management, site capital and fixed assets, forecasting and budget setting as well as medium term and long-term plans. Job Description Essential Functions: Take an active leadership role in the site leadership team by supporting and challenging the business areas and support and drive the site development through expansion and new business development. Responsible for setting the direction and vision for the Finance organisation, driving the organisation to be a valued and efficient business partner. Leading your direct reports on their journey towards optimizing their respective teams to efficient and value adding financial operations. Continouts development of the team around you is essential, focusing on optimizing and stabilizing the financial operations on the growth journey as well as developing a high performing, motivated and competent team. Ensure financial transparency and insights that supports effective and correct decision making. This includes preparation of business plans and financial forecasting for ventures or projects being consideretd at site. Drive and control active working capital management to optimize cashflow for the site. Working closely with the site leadership team and management teams to ensure they understand the importance of profitability and active cash management. Full P&L and Balance sheet responsibility; Ensure financial house in order enabling successful external and internal audits and adherence to USGAAP, IFRS and FLB accounting policies and standards as well as compliance with internal controls and JSOX Ensure that the Site Finance team is contributing actively to the transformation and alignment that is currently a big focus area in the FLB Global Finance organisation. Other job duties as needed. Scope/Accountability: The Head of Finance will regularly interact with its peers in the Site SLT as well as Senior Stakeholders in the Global roles of FLB. The Head of Finance is fully accountable for ensuring full transparency on Financial status as well as financial compliance at FLBT. The scope of this role encompasses leading and expanding the FLBT Finance department to become a function that can guide the site to accomplish its strategic goals. The Head of Finance is expected to optimise the processes within Finance to ensure a high level of efficiency in the department. Required Skills and Abilities: Ability to be the courageous challenger to the status quo, especially in financial matters. Driving change and alignment with the right problem-solving attitude finding the solution that fits everyone. Excellent communication skills with the ability to communicate and convey concise information. High level of attention to detail with very good analytical and data management skills. Experience of working with multi-site, multinational organizations on different time zones. Able to build and maintain effective and credible relationships with key stakeholders. Significant experience in or knowledge of USGAAP accounting principles with demonstrated experience in rolling out changes to accounting principles. High proficiency with and knowledge of accounting and financial management software including SAP, Microsoft Excel, and others. Demonstrated ability to work across functional and intercompany boundaries to develop and maintain relationships with diverse internal and external business customers. Role model for company core values of trust, delighting our customers, Gemba, and Genki. Impact/Influence: The Head of Finance will set financial targets for the site ensuring that the site P&L is optimised. The Head of Finance is accountable for financial compliance and eliminating financial surprises. Minimum Qualifications: Bachelor's degree in finance or business required. CPA, Certified Management Accountant certifications, or MBA preferred. At least 12-15 years of experience in increasingly responsible financial roles. 10+ years in a supervisory/management role in a financial or related field, preferably in a manufacturing environment. Also requires a demonstrated track record in the following key areas: Attainment of aggressive growth, improvement and profit objectives. Execution of strategic plans that optimize growth and competitive positions Strong collaboration and team building skills Strong communication skills A strategic thinker, able to motivate, lead and develop subordinates. Experience of leading finance teams at a Senior level within a larger corporation and being part of a leadership team. Understands of the importance of Strategy and its role in driving a business forward. Natural self-starter with a systematic and dynamic approach to work. To all agencies: Please, no phone calls or emails to any employee of FUJIFILM about this requisition. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place. In the event a candidate who was submitted outside of the FUJIFILM agency engagement process is hired, no fee or payment of any kind will be paid.
    $95k-109k yearly est. Auto-Apply 26d ago
  • Financial Advisor

    Briaud Financial Advisors

    Finance internship job in College Station, TX

    Briaud Financial Advisors is looking for a Financial Advisor to help us serve our clients as we grow. Our office has an academic, collaborative culture, so we are looking for someone who loves coming up with innovative solutions to clients' problems. This is not a sales job. Instead you'll get to focus on building impactful relationships with a select group of high net worth clients. Our ideal candidate is an experienced financial Advisor, preferably one who has worked in an ensemble, fee-only wealth management firm. Required: CFP , CPA, or JD (Applicants with the JD only should have estate planning experience) Demonstrated excellence in an area (i.e. academics, sports, hobbies, leadership roles outside of work, etc.) Proven ability to explain complex financial concepts simply & meaningfully Firsthand experience managing client relationships Useful Information About Briaud 8 Certified Financial PlannersTM on staff 250 clients, with $470 million under management Offices in College Station and Austin, Texas Fee only since our founding in 1986 * For consideration, please submit a cover letter with resume
    $45k-92k yearly est. 60d+ ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance internship job in College Station, TX

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 60d+ ago
  • Head of Finance

    Fujifilm Diosynth Biotechnologies 4.0company rating

    Finance internship job in College Station, TX

    As Head of Finance at the Site in College Station Texas, you will be leading and driving the finance related initiatives across the site and taking these with you into the Site Leadership Team. The Head of Finance is a key member of the Site Leadership team who will provide effective finance business partnering, providing the right information at the right time to enable and influence effective business decisions. The Site Finance team includes finance accounting, site finance controlling, treasury and cashflow forecasting, working capital management, site capital and fixed assets, forecasting and budget setting as well as medium term and long-term plans. Job Description Essential Functions: * Take an active leadership role in the site leadership team by supporting and challenging the business areas and support and drive the site development through expansion and new business development.Responsible for setting the direction and vision for the Finance organisation, driving the organisation to be a valued and efficient business partner.Leading your direct reports on their journey towards optimizing their respective teams to efficient and value adding financial operations. Continouts development of the team around you is essential, focusing on optimizing and stabilizing the financial operations on the growth journey as well as developing a high performing, motivated and competent team. * Ensure financial transparency and insights that supports effective and correct decision making. This includes preparation of business plans and financial forecasting for ventures or projects being consideretd at site. * Drive and control active working capital management to optimize cashflow for the site. Working closely with the site leadership team and management teams to ensure they understand the importance of profitability and active cash management. * Full P&L and Balance sheet responsibility; Ensure financial house in order enabling successful external and internal audits and adherence to USGAAP, IFRS and FLB accounting policies and standards as well as compliance with internal controls and JSOX * Ensure that the Site Finance team is contributing actively to the transformation and alignment that is currently a big focus area in the FLB Global Finance organisation. * Other job duties as needed. Scope/Accountability: * The Head of Finance will regularly interact with its peers in the Site SLT as well as Senior Stakeholders in the Global roles of FLB. * The Head of Finance is fully accountable for ensuring full transparency on Financial status as well as financial compliance at FLBT. * The scope of this role encompasses leading and expanding the FLBT Finance department to become a function that can guide the site to accomplish its strategic goals. * The Head of Finance is expected to optimise the processes within Finance to ensure a high level of efficiency in the department. Required Skills and Abilities: * Ability to be the courageous challenger to the status quo, especially in financial matters. Driving change and alignment with the right problem-solving attitude finding the solution that fits everyone. * Excellent communication skills with the ability to communicate and convey concise information. * High level of attention to detail with very good analytical and data management skills. * Experience of working with multi-site, multinational organizations on different time zones. * Able to build and maintain effective and credible relationships with key stakeholders. * Significant experience in or knowledge of USGAAP accounting principles with demonstrated experience in rolling out changes to accounting principles. * High proficiency with and knowledge of accounting and financial management software including SAP, Microsoft Excel, and others. * Demonstrated ability to work across functional and intercompany boundaries to develop and maintain relationships with diverse internal and external business customers. * Role model for company core values of trust, delighting our customers, Gemba, and Genki. Impact/Influence: * The Head of Finance will set financial targets for the site ensuring that the site P&L is optimised. * The Head of Finance is accountable for financial compliance and eliminating financial surprises. Minimum Qualifications: * Bachelor's degree in finance or business required. * CPA, Certified Management Accountant certifications, or MBA preferred. * At least 12-15 years of experience in increasingly responsible financial roles. * 10+ years in a supervisory/management role in a financial or related field, preferably in a manufacturing environment. * Also requires a demonstrated track record in the following key areas: * Attainment of aggressive growth, improvement and profit objectives. * Execution of strategic plans that optimize growth and competitive positions * Strong collaboration and team building skills * Strong communication skills * A strategic thinker, able to motivate, lead and develop subordinates. * Experience of leading finance teams at a Senior level within a larger corporation and being part of a leadership team. Understands of the importance of Strategy and its role in driving a business forward. Natural self-starter with a systematic and dynamic approach to work. To all agencies: Please, no phone calls or emails to any employee of FUJIFILM about this requisition. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place. In the event a candidate who was submitted outside of the FUJIFILM agency engagement process is hired, no fee or payment of any kind will be paid.
    $96k-107k yearly est. Auto-Apply 11d ago
  • Financial Advisor (Training + Licensing!)

    Pattern Financial Group

    Finance internship job in Magnolia, TX

    Financial Advisor Job Description At Pattern Financial Group, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one's balance sheet and cash flow in allocating into a diverse portfolio. Job Responsibilities · Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations · Act as an advocate for your clients; commitment to enhance, enrich and serve that client base · Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships · Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions · Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets What Pattern Financial Group Provides Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team. Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart. Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs. Licensing Requirements Life and Health Insurance Licenses Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire) Benefits · Commissions, renewal income, advisory fees, monthly draw · Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability · Signing Bonus/Training Allowance upon eligibility · Hybrid working space with flexible hours
    $45k-93k yearly est. 13d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance internship job in College Station, TX

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 60d+ ago
  • 21R Credit Analyst Intern ( 25-101)

    The Adam Corporation Group 4.2company rating

    Finance internship job in College Station, TX

    Credit Analyst Intern
    $29k-47k yearly est. Auto-Apply 28d ago
  • Financial Solutions Advisor - Registration Candidate - College Station Area

    Bank of America 4.7company rating

    Finance internship job in College Station, TX

    College Station, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing, and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you:** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Bi-lingual Spanish speaking **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Schedule:** + Monday - Friday and rotating Saturdays **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.
    $46k-75k yearly est. 45d ago
  • Financial Specialist II

    Texas A&M University 4.4company rating

    Finance internship job in College Station, TX

    Job Title Financial Specialist II Agency Texas A&M University Department FMO Financial Management Operations Proposed Minimum Salary Commensurate Job Type Staff Job Description A Glimpse of the Job The Financial Specialist II, under general supervision, provides advanced clerical, accounting, and customer service support duties. Essential Duties/Tasks Inventory Certification * Perform physical inventory certifications of assets across campus * Monitor progress of certifications and ensure accurate data entry and updates * Manage asset changes, perform error checks, and address discrepancies for compliance with State, System, & University policies to ensure decreased risk * Investigate missing or mis-accounted assets and report findings * Contribute to process improvements for inventory certification and asset management Financial Data Management * Process and maintain asset records by printing and physically affixing permanent asset tags to all newly purchased departmental assets in accordance with established procedures * Initiate and process the documentation required for the transfer or disposal of departmental inventory, ensuring accurate and timely updates in the asset management system * Serve as a primary point of contact for departmental staff, providing support and timely resolution to inquiries regarding asset location, tagging protocols, and new equipment purchases Internal & External Customer Support * Respond to department and system member inquiries via phone calls, emails, and the ticketing system in a timely and professional manner * Provide accurate information and assist with resolving issues related to fixed asset processes, policies, or procedures * Document and track inquiries, ensuring follow-up and resolution of outstanding requests Backup * Collaborate with other departments as needed to ensure accurate and consistent responses What you need to know Salary: $18.68/hour Special Instructions: A cover letter and resume are strongly recommended. You may upload these in the CV/Resume section. Required Education and Experience * High school graduation or any equivalent combination of education and experience * Five years of experience in a specialized financial field such as accounts payable, payroll, student accounts Preferred Qualifications * Experience with Asset Tagging (e.g., barcoding/RFID) and/or property tracking systems Knowledge, Skills, and Abilities * Ability to multitask and work cooperatively with others * Knowledge of word processing, spreadsheet, and database applications * Strong verbal and written communication skills * Strong interpersonal and organizational skills Other Requirements and Factors * This position is security sensitive * This position requires compliance with state and federal laws/codes and Texas A&M University System/TAMU policies, regulations, rules and procedures * All tasks and job responsibilities must be performed safely without injury to self or others in compliance with System and University safety requirements Instructions to Applicants: Applications received by Texas A&M University must either have all job application data entered or a resume attached. Failure to provide all job application data or a complete resume could result in an invalid submission and a rejected application. We encourage all applicants to upload a resume or use a LinkedIn profile to pre-populate the online application. All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.
    $18.7 hourly Auto-Apply 23d ago
  • Financial Specialist II

    Texas A&M 4.2company rating

    Finance internship job in College Station, TX

    Job Title Financial Specialist II Agency Texas A&M University Department FMO Financial Management Operations Proposed Minimum Salary Commensurate Job Type Staff Job Description A Glimpse of the Job The Financial Specialist II, under general supervision, provides advanced clerical, accounting, and customer service support duties. Essential Duties/Tasks Inventory Certification Perform physical inventory certifications of assets across campus Monitor progress of certifications and ensure accurate data entry and updates Manage asset changes, perform error checks, and address discrepancies for compliance with State, System, & University policies to ensure decreased risk Investigate missing or mis-accounted assets and report findings Contribute to process improvements for inventory certification and asset management Financial Data Management Process and maintain asset records by printing and physically affixing permanent asset tags to all newly purchased departmental assets in accordance with established procedures Initiate and process the documentation required for the transfer or disposal of departmental inventory, ensuring accurate and timely updates in the asset management system Serve as a primary point of contact for departmental staff, providing support and timely resolution to inquiries regarding asset location, tagging protocols, and new equipment purchases Internal & External Customer Support Respond to department and system member inquiries via phone calls, emails, and the ticketing system in a timely and professional manner Provide accurate information and assist with resolving issues related to fixed asset processes, policies, or procedures Document and track inquiries, ensuring follow-up and resolution of outstanding requests Backup Collaborate with other departments as needed to ensure accurate and consistent responses What you need to know Salary: $18.68/hour Special Instructions: A cover letter and resume are strongly recommended. You may upload these in the CV/Resume section. Required Education and Experience High school graduation or any equivalent combination of education and experience Five years of experience in a specialized financial field such as accounts payable, payroll, student accounts Preferred Qualifications Experience with Asset Tagging (e.g., barcoding/RFID) and/or property tracking systems Knowledge, Skills, and Abilities Ability to multitask and work cooperatively with others Knowledge of word processing, spreadsheet, and database applications Strong verbal and written communication skills Strong interpersonal and organizational skills Other Requirements and Factors This position is security sensitive This position requires compliance with state and federal laws/codes and Texas A&M University System/TAMU policies, regulations, rules and procedures All tasks and job responsibilities must be performed safely without injury to self or others in compliance with System and University safety requirements Instructions to Applicants: Applications received by Texas A&M University must either have all job application data entered or a resume attached. Failure to provide all job application data or a complete resume could result in an invalid submission and a rejected application. We encourage all applicants to upload a resume or use a LinkedIn profile to pre-populate the online application. All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.
    $18.7 hourly Auto-Apply 20d ago
  • Financial Adviser AIFA: Everyday Banking (FAIS)

    Absa Group

    Finance internship job in Bellville, TX

    Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary * To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations * To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa's new business processes. * The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs. * Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license. Job Description Key Accountabilities: Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff) * Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa's bancassurance structure. * Assess client's needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA. * Prepare recommendation and quote for appropriate risk and investment solutions based on the client's individual needs and profile. * Present recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given. * Follow all the steps in the designated client engagement process as specified by Absa Advisers. * Provide regular feedback to the Regional Manager on actions taken to progress the lead to business. * Network, on an ongoing basis, with all stakeholders in Everyday Banking (PGM's and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers' value proposition to the Bank and to the clients Accountability: Meet sales and/or growth targets * Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive. * Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs. * Make exclusive use of Absa's Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client. * Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to * get a comprehensive view of the client's financial needs. * Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs. * • Generate and discuss a formal recommendation including product quote(s) for the client. * On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s). * Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA). * Submit the proposal forms to the relevant product providers for processing. * Ensure that the issued policy aligns to the recommended product. * Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship. * Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable. * Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM's. Accountability: Manage own commission earnings * Capture the correct Policy Relevant Information (PRI) number on the Commission system. * On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department. * Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database. * Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end. Accountability: Practice Management * Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice. * Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g., systems training, product training and operational training. * Provide coaching and mentoring to assistant(s) with regards to facilitate knowledge and skills development. * Participate performance development (PD) discussions as required by the Absa performance management standards. * Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager. Implement controls with regards to compliant record keeping in accordance with minimum Absa business standards (i.e. FAIS, FICA, FSB and) * Liaise with Provincial Operations Office) with regards to maintenance of systems and equipment and provision of other services * Complete all the required compliance exams in the specified timeframes (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts). * Remain fit and proper as required for FAIS flagged roles. * Provide monthly feedback to the branch, and Business Bank, regarding non-interest income (seat costs) and cross-selling opportunities * Segment the client base according to profile, income potential and commission income. * Engage with business development strategies with the support of the Regional Manager and our practice management subject matter experts to maximise the sustainability of the adviser practice. Accountability: Personal Development * Attend all the required training to attain accreditation to market Absa approved products. * Attend all the requisite internal training (i.e FAIS-related programs/courses). * Attain the required FAIS credits in order to attain Fit and Proper status * Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency) Education Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank. Absa Bank Limited reserves the right not to make an appointment to the post as advertised
    $46k-93k yearly est. Auto-Apply 2d ago
  • Financial Advisor - North Houston and Surrounding Western suburbs/Huntsville/The Woodlands/Clear Lake

    Thrivent 4.4company rating

    Finance internship job in Huntsville, TX

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $46k-85k yearly est. Auto-Apply 60d+ ago
  • Financial Specialist II

    Prairie View A&M University 3.7company rating

    Finance internship job in Prairie View, TX

    Job Title Financial Specialist II Agency Prairie View A&M University Department Procurement & Disbursement Serv Proposed Minimum Salary Commensurate Job Type Staff Job Description The Financial Specialist II, under general supervision, provides advanced clerical, accounting, and customer service support duties. The salary is determined in accordance with the University's compensation structure and will be commensurate with the candidates' education and experience, within the assigned salary range for this position. Responsibilities: Processing assigned invoices within the E-procurement system and monitoring to ensure payment completion within 30 days to avoid prompt pay interest and delinquent payments. Investigates and resolves problems associated with processing of invoices and receiving. Serve as point of contact for vendors and university staff for questions or concerns as it relates to various Accounts Payable processes. Provide guidance and assistance to customers, both internally and externally regarding status of invoices and payments. Maintain the payable email account and assign invoices to Accounts Payable team accordingly for processing. Researches a variety of routine internal and external inquiries concerning account status, to include communicating the resolution of discrepancies to appropriate persons. Monitor error reports to ensure timely processing of vouchers and work with University Departments and/or Director of Disbursements to reconcile errors as identified and determine process improvement to avoid recurrences. Serve as a back-up for preparation of manual scholarship and service department vouchers for timely reimbursements from the state. Serve as a back-up to ensure proper reconciliation of the USAS batch filings. Perform other duties as assigned. Required Education and Experience: High school diploma or equivalent combination of education and experience. Five years of related experience. Required Knowledge, Skills and Abilities: Knowledge of word processing, spreadsheet, and database applications. Ability to multitask and work cooperatively with others. Strong verbal and written communication skills. Strong interpersonal and organizational skills. Preferred Qualifications: Associate's degree in Business. Ten years of related experience. Excellent Excel skills. Strong problem-solving ability. Good analytical ability. Good communication skills. Job Posting Close Date: 12/19/2025 Required Attachments: Please attach all required documents listed below in the attachment box labeled as either “Resume/CV or Resume/Cover Letter” on the application. Multiple attachments may be included in the “Resume/CV” or Resume/Cover Letter” attachment box. Any additional attachments provided outside of the required documents listed below are considered optional. Resume or Curriculum Vitae Cover Letter Application Submission Guidelines: All applicants are required to apply via our Career Site on or before the closing date indicated on the job posting. Applicant inquiries received via email and websites such as Indeed, HigherEdJobs, etc. will not be considered unless the individual has applied to the available position via the PVAMU Career site. The required documents listed in the above "Required Attachments" section must be attached to the application prior to the job closing date indicated to ensure full consideration for the application submitted. Please contact the Office of Human Resource on or before the closing date indicated above at ************ or ************** should you need assistance with the online application process. Background Check Requirements: All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.
    $23k-29k yearly est. Auto-Apply 6d ago
  • Head of Finance

    Fujifilm 4.5company rating

    Finance internship job in College Station, TX

    As Head of Finance at the Site in College Station Texas, you will be leading and driving the finance related initiatives across the site and taking these with you into the Site Leadership Team. The Head of Finance is a key member of the Site Leadership team who will provide effective finance business partnering, providing the right information at the right time to enable and influence effective business decisions. The Site Finance team includes finance accounting, site finance controlling, treasury and cashflow forecasting, working capital management, site capital and fixed assets, forecasting and budget setting as well as medium term and long-term plans. **Job Description** **Essential Functions:** + Take an active leadership role in the site leadership team by supporting and challenging the business areas and support and drive the site development through expansion and new business development.Responsible for setting the direction and vision for the Finance organisation, driving the organisation to be a valued and efficient business partner.Leading your direct reports on their journey towards optimizing their respective teams to efficient and value adding financial operations. Continouts development of the team around you is essential, focusing on optimizing and stabilizing the financial operations on the growth journey as well as developing a high performing, motivated and competent team. + Ensure financial transparency and insights that supports effective and correct decision making. This includes preparation of business plans and financial forecasting for ventures or projects being consideretd at site. + Drive and control active working capital management to optimize cashflow for the site. Working closely with the site leadership team and management teams to ensure they understand the importance of profitability and active cash management. + Full P&L and Balance sheet responsibility; Ensure financial house in order enabling successful external and internal audits and adherence to USGAAP, IFRS and FLB accounting policies and standards as well as compliance with internal controls and JSOX + Ensure that the Site Finance team is contributing actively to the transformation and alignment that is currently a big focus area in the FLB Global Finance organisation. + Other job duties as needed. **Scope/Accountability:** + The Head of Finance will regularly interact with its peers in the Site SLT as well as Senior Stakeholders in the Global roles of FLB. + The Head of Finance is fully accountable for ensuring full transparency on Financial status as well as financial compliance at FLBT. + The scope of this role encompasses leading and expanding the FLBT Finance department to become a function that can guide the site to accomplish its strategic goals. + The Head of Finance is expected to optimise the processes within Finance to ensure a high level of efficiency in the department. **Required Skills and Abilities:** + Ability to be the courageous challenger to the status quo, especially in financial matters. Driving change and alignment with the right problem-solving attitude finding the solution that fits everyone. + Excellent communication skills with the ability to communicate and convey concise information. + High level of attention to detail with very good analytical and data management skills. + Experience of working with multi-site, multinational organizations on different time zones. + Able to build and maintain effective and credible relationships with key stakeholders. + Significant experience in or knowledge of USGAAP accounting principles with demonstrated experience in rolling out changes to accounting principles. + High proficiency with and knowledge of accounting and financial management software including SAP, Microsoft Excel, and others. + Demonstrated ability to work across functional and intercompany boundaries to develop and maintain relationships with diverse internal and external business customers. + Role model for company core values of trust, delighting our customers, Gemba, and Genki. **Impact/Influence:** + The Head of Finance will set financial targets for the site ensuring that the site P&L is optimised. + The Head of Finance is accountable for financial compliance and eliminating financial surprises. **Minimum Qualifications:** + Bachelor's degree in finance or business required. + CPA, Certified Management Accountant certifications, or MBA preferred. + At least 12-15 years of experience in increasingly responsible financial roles. + 10+ years in a supervisory/management role in a financial or related field, preferably in a manufacturing environment. + Also requires a demonstrated track record in the following key areas: + Attainment of aggressive growth, improvement and profit objectives. + Execution of strategic plans that optimize growth and competitive positions + Strong collaboration and team building skills + Strong communication skills + A strategic thinker, able to motivate, lead and develop subordinates. + Experience of leading finance teams at a Senior level within a larger corporation and being part of a leadership team. Understands of the importance of Strategy and its role in driving a business forward. Natural self-starter with a systematic and dynamic approach to work. _To all agencies: Please, no phone calls or emails to any employee of FUJIFILM about this requisition. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place. In the event a candidate who was submitted outside of the FUJIFILM agency engagement process is hired, no fee or payment of any kind will be paid._ **Job Locations** _US-TX-College Station_ **Posted Date** _4 weeks ago_ _(11/14/2025 4:24 PM)_ **_Requisition ID_** _2025-36118_ **_Category_** _Accounting/Finance_ **_Company (Portal Searching)_** _FUJIFILM Biotechnologies_
    $95k-109k yearly est. 28d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance internship job in Bryan, TX

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 60d+ ago
  • Financial Solutions Advisor - College Station Area

    Bank of America Corporation 4.7company rating

    Finance internship job in College Station, TX

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Bi-lingual Spanish speaking * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Account Management * Advisory * Client Experience Branding * Customer and Client Focus * Oral Communications * Active Listening * Attention to Detail * Client Solutions Advisory * Issue Management * Pipeline Management * Causation Analysis * Client Management * Policies, Procedures, and Guidelines * Risk Management * Written Communications Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Schedule: * Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40
    $46k-75k yearly est. 59d ago
  • Financial Specialist II

    Texas A&M 4.2company rating

    Finance internship job in Prairie View, TX

    Job Title Financial Specialist II Agency Prairie View A&M University Department Procurement & Disbursement Serv Proposed Minimum Salary Commensurate Job Type Staff Job Description The Financial Specialist II, under general supervision, provides advanced clerical, accounting, and customer service support duties. The salary is determined in accordance with the University's compensation structure and will be commensurate with the candidates' education and experience, within the assigned salary range for this position. Responsibilities: Processing assigned invoices within the E-procurement system and monitoring to ensure payment completion within 30 days to avoid prompt pay interest and delinquent payments. Investigates and resolves problems associated with processing of invoices and receiving. Serve as point of contact for vendors and university staff for questions or concerns as it relates to various Accounts Payable processes. Provide guidance and assistance to customers, both internally and externally regarding status of invoices and payments. Maintain the payable email account and assign invoices to Accounts Payable team accordingly for processing. Researches a variety of routine internal and external inquiries concerning account status, to include communicating the resolution of discrepancies to appropriate persons. Monitor error reports to ensure timely processing of vouchers and work with University Departments and/or Director of Disbursements to reconcile errors as identified and determine process improvement to avoid recurrences. Serve as a back-up for preparation of manual scholarship and service department vouchers for timely reimbursements from the state. Serve as a back-up to ensure proper reconciliation of the USAS batch filings. Perform other duties as assigned. Required Education and Experience: High school diploma or equivalent combination of education and experience. Five years of related experience. Required Knowledge, Skills and Abilities: Knowledge of word processing, spreadsheet, and database applications. Ability to multitask and work cooperatively with others. Strong verbal and written communication skills. Strong interpersonal and organizational skills. Preferred Qualifications: Associate's degree in Business. Ten years of related experience. Excellent Excel skills. Strong problem-solving ability. Good analytical ability. Good communication skills. Job Posting Close Date: 12/19/2025 Required Attachments: Please attach all required documents listed below in the attachment box labeled as either “Resume/CV or Resume/Cover Letter” on the application. Multiple attachments may be included in the “Resume/CV” or Resume/Cover Letter” attachment box. Any additional attachments provided outside of the required documents listed below are considered optional. Resume or Curriculum Vitae Cover Letter Application Submission Guidelines: All applicants are required to apply via our Career Site on or before the closing date indicated on the job posting. Applicant inquiries received via email and websites such as Indeed, HigherEdJobs, etc. will not be considered unless the individual has applied to the available position via the PVAMU Career site. The required documents listed in the above "Required Attachments" section must be attached to the application prior to the job closing date indicated to ensure full consideration for the application submitted. Please contact the Office of Human Resource on or before the closing date indicated above at ************ or ************** should you need assistance with the online application process. Background Check Requirements: All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.
    $48k-69k yearly est. Auto-Apply 6d ago
  • Financial Specialist II (Cashier)

    Prairie View A&M University 3.7company rating

    Finance internship job in Prairie View, TX

    Job Title Financial Specialist II (Cashier) Agency Prairie View A&M University Department Financial Administration Proposed Minimum Salary Commensurate Job Type Staff Job Description The Financial Specialist II, under general supervision, provides advanced clerical, accounting, and customer service support duties for Treasury Services. The salary is determined in accordance with the University's compensation structure and will be commensurate with the candidates' education and experience, within the assigned salary range for this position. Responsibilities: Assist Cashier Supervisor with reviewing daily cashier check-out sheets and bank deposits, using Banner and Touchnet. Assist in balancing cash receipt folders for data entry by Accounting Services. Assist with making daily bank deposits for the University's funds as well as assist with monitoring the University's Cash Vault at all times. Assists with cash count of the vault on a weekly basis. Provide professional customer service to students, staff, faculty, and vendors. Monitor departmental message box to respond to customers in a timely manner. Updates the message log with how responses were made to customers. Establish and maintain an efficient log for recording scholarship for future term. Use the Workday system to maintain timesheets, leaves, and training requirements. Use MS Outlook for daily communication through email and departmental voice mail. Verify scholarship updates in RPAAWRD/Banner on a daily basis to report discrepancies to the Scholarship Office. Monitor and report the departments that are not in compliance with cash handling procedures. Assist Cashier Supervisor in solving discrepancies with Retiree insurance. Assist Cashier Supervisor in refunding student credit card in Touchnet/Marketplace on a weekly basis. Report daily departmental deposits to the Director of Treasury Services. Record and receipt drop box payments using Banner, FAMIS, and Touchnet Issue, file and mail work study and student refund checks. Perform normal cashiering transactions of the University's funds including accepting cash, checks and credit card payments in person, mail or via phone using Banner, Touchnet, Payment Gateway, credit card terminals, and Touchnet Market Place Software Systems. Performs other duties as assigned. Required Education and Experience: High school diploma or equivalent combination of education and experience. Five years of related experience. Required Knowledge, Skills and Abilities: Knowledge of word processing, spreadsheet, and database applications. Ability to multitask and work cooperatively with others. Strong verbal and written communication skills. Strong interpersonal and organizational skills. Preferred Qualifications: Bachelor's degree in Business related field. Seven to ten years of cashier or banking/teller experience. Experience in university setting. Advanced skills with the MS Office. Proficiency in MS Excel. Job Posting Close Date: Until Filled Required Attachments: Please attach all required documents listed below in the attachment box labeled as either “Resume/CV or Resume/Cover Letter” on the application. Multiple attachments may be included in the “Resume/CV” or Resume/Cover Letter” attachment box. Any additional attachments provided outside of the required documents listed below are considered optional. Resume or Curriculum Vitae Cover Letter Application Submission Guidelines: All applicants are required to apply via our Career Site on or before the closing date indicated on the job posting. Applicant inquiries received via email and websites such as Indeed, HigherEdJobs, etc. will not be considered unless the individual has applied to the available position via the PVAMU Career site. The required documents listed in the above "Required Attachments" section must be attached to the application prior to the job closing date indicated to ensure full consideration for the application submitted. Please contact the Office of Human Resource on or before the closing date indicated above at ************ or ************** should you need assistance with the online application process. Background Check Requirements: All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer.
    $23k-29k yearly est. Auto-Apply 18d ago
  • Financial Solutions Advisor - Registration Candidate - College Station Area

    Bank of America Corporation 4.7company rating

    Finance internship job in College Station, TX

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing, and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you: * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: * Aptitude in obtaining required industry licenses. * Must be self-disciplined in managing time and capacity. * Experience in cultivating client relationships, accessing needs and recommending solutions. * Success creating strong peer relationships through effective communication and collaboration. * Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. * Executes multiple tasks simultaneously. * Learns and adapts to new technology or applications. Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Bi-lingual Spanish speaking Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Schedule: * Monday - Friday and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40
    $46k-75k yearly est. 46d ago

Learn more about finance internship jobs

How much does a finance internship earn in College Station, TX?

The average finance internship in College Station, TX earns between $30,000 and $58,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in College Station, TX

$41,000

What are the biggest employers of Finance Interns in College Station, TX?

The biggest employers of Finance Interns in College Station, TX are:
  1. Northwestern Mutual
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