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Financial Advisor
Edward Jones 4.5
Finance internship job in Westfield, NJ
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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$45k-100k yearly 3d ago
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Financial Advisor
Edward Jones 4.5
Finance internship job in Mountain Lakes, NJ
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
$45k-100k yearly 3d ago
Corporate Finance Associate
Robert Half 4.5
Finance internship job in New York, NY
Our client is searching a high-performing Corporate Finance Associate to help shape the company's growth trajectory and strategic direction. In this role, you will work closely with senior leadership, including the executive team and leaders across subsidiary businesses, gaining meaningful exposure to key decision-makers. The organization is experiencing significant growth supported by a strong balance sheet and a disciplined value-creation strategy focused on outperforming industry growth and executing thoughtful acquisitions. This position is ideal for someone who thrives in a dynamic, fast-scaling environment and is excited to make a tangible impact.
The Corporate Finance Associate will play a key role in advancing the company's strategy through rigorous financial analysis, planning, and strategic support. Responsibilities include driving analytical rigor across budgeting and forecasting, supporting monthly financial reporting and performance analysis, maintaining industry and internal data intelligence, and contributing to earnings, board, and investor materials. You will partner closely with business leaders on strategic and operational analyses, support the full M&A lifecycle through due diligence and valuation work, and continuously improve financial processes, systems, and analytical infrastructure to support scalability and efficiency.
The ideal candidate brings a strong analytical foundation, attention to detail, and the ability to translate complex financial information into clear insights. Qualifications include a bachelor's degree in Finance, Business, Economics, or a related field, with at least two years of experience in investment banking, corporate development, finance, or a similarly rigorous environment. Strong financial modeling and valuation skills, advanced proficiency in Excel and PowerPoint, excellent communication abilities, and comfort working autonomously amid evolving processes are essential. We are looking for a proactive, intellectually curious self-starter with a growth mindset who is eager to contribute to a high-performing, collaborative team.
$65k-113k yearly est. 4d ago
Debt Finance Associate
Sonder Consultants 4.4
Finance internship job in New York, NY
A rare opportunity for a Debt Finance associates to transition into a Magic Circle firm based in New York offering not only a better work-life balance but also long-term career development and the chance to build your own client base. You'll have room to build a book of business as this forms continues to push for market share.
The Head of Banking & Finance would like us identify a strong mid-to-senior associate (2020-2018 Class) with experience on either the borrower or lender side.
This is ideal for someone considering a strategic shift-whether you're looking for a new challenge, more meaningful client interaction, or a firm where internal mobility and partnership potential are real. Strong emphasis on culture and work-life-balance.
$71k-115k yearly est. 4d ago
Private Client Financial Advisor - Newark, NJ
Citizens 2.9
Finance internship job in Newark, NJ
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 4d ago
Finance Analyst - Government Pricing & Medicaid
Ztek Consulting 4.3
Finance internship job in Bridgewater, NJ
Join our finance team as a Senior Analyst, Government Pricing & Medicaid. This new position will play a key role in ensuring pricing accuracy and regulatory compliance across critical federal and state healthcare programs.
Key Responsibilities:
Perform manual government price calculations, analysis, and timely submissions for all mandated products
Collaborate on Medicaid invoice processing and payment submissions
Resolve data discrepancies and provide supporting documentation to government agencies, including CMS, HRSA, and the VA
Ensure full compliance with federal and state reporting regulations
$57k-90k yearly est. 3d ago
Financial Analyst
Motion Recruitment 4.5
Finance internship job in New Brunswick, NJ
We are currently looking for a seasoned Financial Analyst to join a large organization in New Brunswick, NJ.
Candidates must be local and must be willing to go onsite. This is an initial 12-month contract with the potential to extend, eligible for full benefits.
To succeed in this role, the candidate will have to possess strong technical, analytical and customer-oriented skills. The Analyst will be part of Global Reporting Integration and Run Support team and will be supporting the management reporting solution across all sectors. Key responsibilities will be providing support for the existing reporting solutions incl. ensuring data integrity of published data as well as recommending and/or implementing additional reporting requirements on AFO/Alteryx/Tableau/SAP Analytics Cloud. The role also includes communication and business partnering with numerous business stakeholders spread across the globe, as well as regional CoEs and IT support.
Key Responsibilities:
Development and Support of PHARM and MedTech SigniFi on Reporting Platforms (SAP AFP and SAC)
User support and issue resolution in close co-operation with the global reporting support team.
Support the business during monthly and quarterly close process relating to reporting
Assist in managing Legacy reporting on Tableau for Medtech.
Participation in creating documentation of Operational and Enhancement Processes.
Understand financial impact of reconciling and ensuring data integrity and working with systems teams to repair any data or reporting issues.
Perform as an expert in understanding ERP data feeds utilized within the reporting solution; understand the lowest levels of data available to facilitate related investigations and recommend appropriate action.
Contribute continuously to the improvement of overall data quality.
Maintain and improve a strong internal control environment.
Business partner with stakeholders to resolve reporting defects.
Support Commercial analysts on how to utilize the reporting solutions to develop expert local knowledge.
Understand data flows, financial reports and report calculations
Act as the intermediary between system and business to ensure voices are heard, actively provide feedback to related teams and resolve issues, as necessary.
Partnering with IT and other support groups in CFIN, Datahub, Master Data, Internal / Governance Reporting Teams, etc. to resolve reporting issues.
Participate in knowledge transfer sessions for new reports, sector deployments, etc. as they go live in production.
Qualifications:
Qualified or studying Finance / Accounting or BI.
Systems qualifications preferred, SAP (AFO and SAC), BW, Tableau
Analytical, problem solving, willingness to learn, attention to details and initiative to follow through on directives.
Sensitivity knowledge of global partners/cultures/norms is critical for this role and required.
Good communication skills, operate with a degree of independence and able to collaborate in a highly matrixed environment.
Strong technical / analytical skills with a complex financial accounting and systems environment.
Ability to deal with ambiguity.
Proactive, High energy, positive / can-do attitude and self-motivated is a must.
$56k-89k yearly est. 2d ago
Financial Advisor
Equitable Advisors
Finance internship job in Morristown, NJ
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States
Training & Development
FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $32,400 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
$32.4k yearly 2d ago
Market Research Intern
Insight Global
Finance internship job in New York, NY
December 8th-January 31st**
Schedule: 25 - 30hrs per week between 5 days a week, Evening Hour Shifts
*The shift times, locations, and days of the week will vary depending on when we are able to book these retail spaces. This will include travel to all five boroughs*
Required Skills & Experience:
User Research project experience (ex: UX research assistants, coordinators, moderators, interns etc).
Excellent communication and interpersonal skills.
Proficiency in using phones and computers.
Strong organizational skills and attention to detail.
Ability to help set up camera equipment for the acting sessions.
Drivers license and ability to commute to different worksite addresses daily within the bay area for the duration of the project.
Job Description:
Hiring "User Research Data Collectors" to re-enact different retail scenarios for research purposes around the NY Tri-state area. This is for a consumer electronic research study.
The hired individuals will "act" as customers and staff in various settings like coffee shops, grocery stores, and restaurants in the NY boroughs.
You must be comfortable signing a consent form to be filmed and recorded. Your voice, face, motions, and bodies will be captured during the protocol. You will need to sign a consent form allowing the captured data to be used in the client's product & service development, and prototyping. You will be asked to help unload camera equipment and
Meals will be provided daily for lunch.
You must be comfortable commuting to different worksite addresses daily within the bay area for the duration of the project.
The position will require local travel around the NY area. 1 specific location per day.
$36k-58k yearly est. 2d ago
2026 Summer Internship - Investment (US)
Verition Group LLC
Finance internship job in New York, NY
Verition's Summer Internship Program - Investment.
Verition Fund Management LLC (“Verition”) is a multi-strategy, multi-manager hedge fund founded in 2008. Verition focuses on global investment strategies including Credit, Fixed Income & Macro, Convertible & Volatility Arbitrage, Event-Driven, Equity Long/Short & Capital Markets, and Quantitative Strategies.
As part of our 10-week internship program, you'll work closely with an investment team to enhance your skill set and apply your studies to a wide variety of projects. Our program provides ample opportunities to learn about alternative investments, gain hands-on experience, and contribute meaningfully to a fast-growing firm.
Qualifications:
Pursuing a Bachelor's or Master's in finance, applied mathematics, statistics, business, or related field of study.
Excellent written and verbal communication skills.
Strong attention to detail and a high level of accuracy.
Demonstrated interest in hedge funds/financial services.
Intellectually curious, self-motivated, and collaborative individuals.
Salary for this role ranges from $65-$75 per hour.
$65-75 hourly Auto-Apply 42d ago
2026 Global Private Bank Latin America Internship - Emerging Talent Summer Experience Program
Jpmorgan Chase & Co 4.8
Finance internship job in New York, NY
JobID: 210693368 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$100,000.00 If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil.
As an Advisor Intern in Global Private Bank within the Latin America team, you will gain exposure to all facets of wealth management, including investments, lending, banking, and trust and estate planning. You will work across teams to understand client goals and deliver first-class service tailored to their unique needs. For up to nine weeks you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams.
Job responsibilities
* Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
* Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the summer, you'll learn about our business and our clients while building your own expertise.
* Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
* Learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network
Required qualifications, capabilities, and skills
* Pursuing a Bachelor's or Master's degree (Non-MBA)
* Cultural knowledge and fluency in Spanish and/or Portuguese
* Expected graduation date of December 2027 - June 2028
* Highly-driven and enjoy working in teams to develop complex solutions
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Excellent organizational skills and ability to multitask
* Genuine interest in financial markets and macro-level economic trends
* Desire to ultimately work with external clients in a relationship building and sales capacity
* Ability to thrive in a fast-paced, collaborative environment
* Highly inquisitive, focused and pro-active. Good judgment and discretion when working with confidential information
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
$100k-100k yearly Auto-Apply 12d ago
SEO (New York) Summer 2027 Internship - Investment Banking
Bank of Montreal
Finance internship job in New York, NY
Application Deadline:
01/04/2026
Address:
151 W 42nd Street
Job Family Group:
Capital Mrkts Sales & Service
Investment Banking Summer Analyst
BMO Capital Markets
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.
Summer Analyst Program Overview:
The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants with practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 10-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full-time Investment Banking program.
Responsibilities:
As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include:
Conducting industry and company research and analysis
Developing client presentations
Writing internal and external marketing memoranda
Running valuation analysis, financial analysis and completing complex modeling exercises
Performing other tasks supporting client relationships and business development
Qualifications:
BMO Capital Markets offers practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious, and mature individuals:
Enrolled in an undergraduate degree program, graduating in Dec. 2027 or Spring 2028
Interest in investment banking
A preferred minimum GPA of 3.4/4.0
Minimum of two college finance and/or accounting classes with grades “B” or higher
Outstanding academic achievement, leadership experience and peer recognition
Demonstrated leadership attributes in work, school, or community
Excellent analytic, critical thinking and problem-solving skills
Strong interpersonal skills used within a demanding team environment
Demonstrated proactivity, resiliency, and an unfailingly positive attitude
Excellent capacity to independently function as part of a team through self-motivation
Strong work ethic and a high level of professional integrity
Legally authorized to work in the U.S. and will not require sponsorship in the future
The annual base salary for this position is USD$110,000
Salary:
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$110k yearly Auto-Apply 27d ago
Investment Strategy - Summer 2026 Intern
Icapital Network 3.8
Finance internship job in New York, NY
Join the fintech powerhouse redefining how the world invests in private markets. iCapital is a global leader in alternative investments, trusted by financial advisors, wealth managers, asset managers, and industry innovators worldwide. With $999.73 billion in assets serviced globally-including $272.1 billion in alternative platform assets-we empower over 3,000 wealth management firms and 118,000 financial professionals to deliver cutting-edge alternative investment solutions.
This summer, become part of a dynamic team where your ideas matter. Make a meaningful impact, accelerate your professional growth, and help push the boundaries of what's possible at the intersection of technology and finance.
Key features of our Summer 2026 Internship:
Become a key member of the iCapital team, driving initiatives, contributing to projects, and potentially jumpstart your career with us after graduation.
Immerse yourself in an inclusive company culture where we create a sense of belonging for everyone.
Gain exclusive access to the AltsEdge Certificate Program, our award-winning alternative investments education curriculum for wealth managers.
Attend recurring iLearn seminars and platform demos where you will learn the latest about our products.
Participate in an intern team project, culminating in an end-of-summer presentation to a panel of senior executives.
Join senior executive speaker seminars that provide career development, guidance, and access to the leaders at iCapital.
About the role:
Our Investment Strategy team sits within the Investment Products and Research department. The iCapital Investment Strategy team serve as the face of the iCapital brand, conduct extensive research, and are responsible for articulating the role and benefits of alternative investments in investors' portfolios.
Conduct in-depth research on public and private markets to help support the team with weekly market publications and broader thought leadership.
Prepare and run market reports on a weekly or bi-monthly basis, providing the team with key market data.
Build private markets, alternative investment performance, and key macro indicator dashboards in Excel.
Aid in the build-out of our quarterly Private Markets deck.
Valued qualities and key skills:
Highly inquisitive, collaborative, and a creative problem solver
Possess foundational knowledge of and/or genuine interest in the financial markets
Able to thrive in a fast-paced environment
Able to adapt to new responsibilities and manage competing priorities
Technologically proficient in Microsoft Office (Excel, PowerPoint)
Strong verbal and written communication skills
What we offer:
Outings with iCapital team members and fellow interns to build connections and grow your network.
Corporate culture and volunteer activities in support of the communities where we live and work.
Rooftop Happy Hours showcasing our impressive views of NYC.
Eligibility:
A rising junior or senior in a U.S. college/university bachelor's degree program
Must be available to work the duration of the program from June 8th through August 7th to be eligible
Committed to working five days a week in the New York City office for the entire duration of the internship
Authorized to work in the United States*
*We are unable to offer any type of employment-based immigration sponsorship for this program
Pay Rate: $42.00/hour + relocation stipend and transportation stipend
iCapital in the Press:
We are innovating at the intersection of technology and investment opportunity, but don't take our word for it. Here's what others are saying about us:
Two consecutive years on the CNBC World's Top Fintech Companies list
Two consecutive years listed in Top 100 Fastest Growing Financial Services Companies
Four-time winner of the Money Management Institute/Barron's Solutions Provider of the Year
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
$42 hourly Auto-Apply 20d ago
Investment banking intern
Caxton Wealth
Finance internship job in New York, NY
Join an intellectually rigorous financeinternship designed for high-performing individuals who are serious about launching a career in investment banking. This internship is tailored for ambitious individuals seeking real-world exposure in financial modeling, transaction analysis, and strategic advisory. You'll work alongside experienced professionals and gain front-line exposure to capital markets, company valuation, and deal execution workflows.
Key Learning Areas & Tasks:
Build and maintain detailed financial models using Excel, including DCF, precedent transaction, and comparables analysis.
Conduct industry-specific market research and macroeconomic analysis to support transaction opportunities.
Participate in the preparation of pitch materials, investor memos, and strategic presentations.
Assist in developing client-ready documents including deal decks and financial summaries.
Analyze company fundamentals and trends using earnings reports, M&A data, and public filings.
Support business case development, sensitivity testing, and transaction structuring across live deals and internal projects.
What We're Looking For:
Currently studying or recently completed a degree in Finance, Economics, Business, or a quantitative discipline (or equivalent experience).
Strong interest in investment banking, corporate finance, and financial markets.
Familiarity with Excel modeling, PowerPoint presentations, and financial statement analysis.
Sharp analytical mind, attention to detail, and strong communication skills.
A proactive, resourceful, and self-motivated work ethic.
International or multicultural experience is advantageous but not required.
What You'll Gain:
Practical training in valuation, M&A analysis, and financial strategy.
Mentorship and structured feedback from professionals with experience at top-tier investment firms.
A results-oriented environment that simulates real-world investment banking workflows.
Flexible working arrangements - remote opportunities available.
Compensation:
Paid internship route accessible
$53k-97k yearly est. Auto-Apply 19d ago
Investments Intern - Winter
Fortitude Re
Finance internship job in Jersey City, NJ
Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world's leading providers of legacy reinsurance solutions. They work with the world's leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re's roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re's leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re.
Be a part of our Winter Internship Program, where you will have the opportunity to apply knowledge gained through your college courses. Becoming an Investments Intern is a great way to enhance your business acumen and gain insight into our industry. Interns are placed into meaningful roles that have an immediate and integral impact on the business.
What You Will Do:
Support the calculation of cashflows, risk metrics, and other analytics for structured and other investment assets.
Assist in developing quantitative tools and models to evaluate new and existing investment opportunities.
Collaborate with Investment Managers and internal teams to support investment recommendations and portfolio strategies.
Participate in due diligence on potential asset acquisitions and assist in developing related asset strategies.
Support onboarding of new reinsurance deals and asset managers, including portfolio setup and data validation.
Provide operational support for portfolios, including reconciliations and transaction monitoring.
Assist in preparing compliance and performance reports to ensure adherence to investment guidelines.
Review and maintain data quality across investment systems, researching and resolving discrepancies as needed.
Help prepare presentation materials summarizing investment performance, risk, and strategy for senior management.
Contribute to automated reporting processes that track portfolio positions, activity, risk, and compliance.
Help develop and enhance automated dashboards and data tools for investment analysis and reporting.
What You Will Have:
Rising senior pursuing a bachelor's or master's degree in finance, economics, computer science or investments.
A willingness to work towards CFA designation is preferred.
Relevant work experience for master's candidates.
Proficiency in Python and SQL is required.
Strong analytical capabilities.
Advanced Excel skills are required.
Familiarity with more sophisticated data science techniques (SQL, R, Python, MatLab) and experience with Bloomberg is a plus.
Very strong written, verbal, and interpersonal communications skills to clearly articulate sophisticated concepts, ideas and processes.
Presence and credibility to present effectively to key senior management.
Applicants must be authorized to work for any employer in the U.S. We are unable to consider applicants who will now or in the future require sponsorship for an employment visa.
The standard benefits listed below are offered to full-time employees.
At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone-regardless of background, race, religion, sexual orientation or gender identity-feels valued and respected is a foundation of our culture.
We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law.
To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes.
Check us out on YouTube: About Fortitude Re (youtube.com)
By submitting your application, you
agree that Fortitude Re may collect your personal data for recruiting purposes.
Forest Hills Capital Management
Forest Hills Capital Management is a pioneering private equity firm established in 2008 located in Forest Hills, Queens, New York. Along with investing capital, we work with management and owners of middle market and large companies in transforming their businesses into highly-successful endeavors through a variety of methods, including buyouts, recapitalizations and restructurings. We work closely with management to provide them the time, talent and resources the company needs to execute on its mission and vision.
We are active investors providing advice, consulting and access to our network. We do not operate the company on a day-to-day basis; therefore, we require the appropriate reporting and control structures, as well as strong management teams.
Forest Hills Capital's investors include entrepreneurs, family offices, multi-family offices, hedge fund and private equity managers, and other accredited investors investing their individual capital into transactions.
Job Description
Intern with Forest Hills Capital Management
We have openings for college undergraduates and graduates who can work during the Spring 2017 semester on a FULL-TIME basis. Although an unpaid position, our goal is to provide you with valuable hands-on experience and guidance that could lead to a successful career.
Responsibilities may include, but are not limited to:
•Assist other investment professionals in the due diligence process, including market research, financial modeling, and forecasting.
•Financial Modeling & Forecasting
•They will also review financial information, collateral and other assets to assess portfolio risk and profitability.
•Proven organizational and time management skills are critical, as multi-tasking is essential to monitor and engage with the overall portfolio.
•Tracking and maintaining prospect database/lists
•Attend weekly intern activities
Qualifications
To qualify as an intern, you must have the following qualities:
•A preferred GPA of 3.5 or higher
•Must be available full time (40hrs/week) 4-5 days a week.
New York City Candidate Residents ONLY (Must live in New York City right now, NO New Jersey candidates) No exceptions.
•Must be able to commute to Forest Hills, NY for the internship
•Financial, quantitative and organizational skills
•Candidate for Bachelor's or Master's degree in finance, economics or business from an accredited business school with high performing academic record
•At minimum, general financial analysis skills and the ability to read and understand financial statements is required.
•Exceptional communication skills: written and verbal
•Motivated, self-starter, entrepreneurial, hard-working
•High-level computer skills: Design programs, MS Windows Office, Internet, and HTML/ASP/SQL (a plus)
Additional Information
We accept applications online only. If you're ready to apply, please submit your resume. No soliciting or personal emails. PLEASE, NO PHONE CALLS.
$37k-57k yearly est. 60d+ ago
Internship, Financial Analyst at Law Firm
Hawkins Delafield and Wood 2.9
Finance internship job in New York, NY
Job DescriptionSalary: $25.00
The intern will work with the Financial Analysts within the firm's Financial Analysis & Services group ("FAS"). FAS consists of non-attorney professionals working under the purview of the firm's tax department. The primary role of the intern is to assist the analysts to prepare various financial analyses and calculations relating to tax-exempt bond financings to ensure compliance with certain federal tax laws and regulations. Certain projects relating to "arbitrage" entail gathering historical investment information and analyzing such information using various spreadsheet models to determine investment returns and federal tax compliance. The intern will assist the analysts to prepare arbitrage reports which includes a summary of all assumptions and methodologies and the calculations for governmental clients. Other projects may include assisting the development of financial models, preparing yield calculations, loan amortization schedules, complex allocation analyses, swap/hedge analysis, presentations, marketing materials, and research.
The internship requires a student to be enrolled in an undergraduate/graduate degree, preferably in finance, economics, mathematics, statistics or other technical field and knowledge of fixed income securities, general market principals, spreadsheet and database applications, and accounting principles.We are looking for someone to work 20 hours per week starting ASAP. Compensation is $25.00 per hour.
Hawkins is an equal opportunity employer, committed to a work environment in which all individuals are treated with respect and dignity. We believe that diversity is vital to the firms ability to provide our clients with the highest level of service. The firm prohibits discrimination or harassment based upon race, color, religion, gender, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, actual or perceived gender and gender identity, veteran's status or any other legally protected status. This policy pertains to every aspect of an individual's relationship with the firm, including recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment.
$25 hourly 28d ago
Private Client Financial Advisor - Elizabeth, NJ
Citizens 2.9
Finance internship job in Elizabeth, NJ
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F (Branch Hours)
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 4d ago
2026 Global Private Bank Advisor Internship - Emerging Talent Summer Experience Program
Jpmorgan Chase 4.8
Finance internship job in New York, NY
If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
**Job Responsibilities:**
+ Work with a team of advisors and specialists to bring in new clients and serve existing clients
+ Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
**Required Qualifications, Capabilities, and Skills:**
+ Pursuing a Bachelor's or Master's degree (Excluding MBA).
+ If you are pursuing a Master's degree, it must be within 2 years of receiving your Bachelor's degree.
+ Graduation date of December 2027 through June 2028
+ Highly driven person who enjoys working in teams to develop complex solutions
+ Exceptional interpersonal, communication, analytical and problem-solving skills
+ Excellent organizational skills and ability to multitask
+ Genuine interest in financial markets and macro-level economic trends
+ Desire to ultimately work with external clients in a relationship building and sales capacity
+ Ability to thrive in a fast-paced, collaborative environment
+ Highly inquisitive, focused and pro-active
+ Good judgment and discretion when working with confidential information
Please note that use of ChatGPT and other AI tools that are not expressly approved, isstrictly prohibitedduring the interview process.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $100,000.00 - $100,000.00 / year
$100k-100k yearly 11d ago
Internship, Financial Analyst at Law Firm
Hawkins Delafield and Wood 2.9
Finance internship job in New York, NY
The intern will work with the Financial Analysts within the firm's Financial Analysis & Services group ("FAS"). FAS consists of non-attorney professionals working under the purview of the firm's tax department. The primary role of the intern is to assist the analysts to prepare various financial analyses and calculations relating to tax-exempt bond financings to ensure compliance with certain federal tax laws and regulations. Certain projects relating to "arbitrage" entail gathering historical investment information and analyzing such information using various spreadsheet models to determine investment returns and federal tax compliance. The intern will assist the analysts to prepare arbitrage reports which includes a summary of all assumptions and methodologies and the calculations for governmental clients. Other projects may include assisting the development of financial models, preparing yield calculations, loan amortization schedules, complex allocation analyses, swap/hedge analysis, presentations, marketing materials, and research.
The internship requires a student to be enrolled in an undergraduate/graduate degree, preferably in finance, economics, mathematics, statistics or other technical field and knowledge of fixed income securities, general market principals, spreadsheet and database applications, and accounting principles. We are looking for someone to work 20 hours per week starting ASAP. Compensation is $25.00 per hour.
Hawkins is an equal opportunity employer, committed to a work environment in which all individuals are treated with respect and dignity. We believe that diversity is vital to the firm's ability to provide our clients with the highest level of service. The firm prohibits discrimination or harassment based upon race, color, religion, gender, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, actual or perceived gender and gender identity, veteran's status or any other legally protected status. This policy pertains to every aspect of an individual's relationship with the firm, including recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment.
How much does a finance internship earn in Cranford, NJ?
The average finance internship in Cranford, NJ earns between $24,000 and $51,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.
Average finance internship salary in Cranford, NJ
$35,000
What are the biggest employers of Finance Interns in Cranford, NJ?
The biggest employers of Finance Interns in Cranford, NJ are: