Associate Financial Advisor
Finance internship job in Port Jefferson, NY
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 640 Belle Terre Road Bldg B, Port Jefferson, NY
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
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 an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $81900.00
Hiring Maximum: $87000.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license 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.
Private Client Financial Advisor - Poughkeepsie, NY
Finance internship job in Poughkeepsie, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
#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.
Auto-ApplyFinance and Accounting Summer Intern
Finance internship job in White Plains, NY
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
About This Internship
Arch's internship program offers students a unique opportunity to gain hands on experience in the insurance industry. It provides challenging learning experiences that serve as a foundation for interns to explore their career choices and to develop professional skills. Working alongside some of the most talented members of the specialty insurance industry, interns will gain relevant expertise in various aspects of the field, participate in learning activities and receive ongoing feedback.
About This Role
Assist with monthly and quarterly tasks of the consolidations and investments department.
Gain exposure to finance and investment accounting activities.
Assist team by performing tasks designed to gain an understanding of consolidation and investment accounting while providing research and information to the team.
Achieve results by setting goals, prioritizing tasks, and staying accountable to stakeholders.
Learn the ins and outs of our finance and accounting systems and processes.
Qualifications
Actively completing bachelor's degree in Accounting, Finance, Business Management, Economics, or related program.
Minimum 3.0 GPA or higher.
College level - current Sophomore, Junior, or Senior student, with graduation dates ranging from December 2026 - May 2028.
Microsoft Office, including Excel, experience strongly preferred.
Strong analytical, problem-solving and decision-making capabilities.
Entrepreneurial spirit along with the desire to be a continuous learner.
Team player who collaborates effectively.
Self-starter who can work independently and deal effectively with multiple tasks/priorities in a fast-paced environment.
Location & Work Arrangement
The program dates are June 1, 2026 - August 7, 2026.
This position is classified as a hybrid position. You will work 2 days onsite and 3 days from home.
This position is located in White Plains, NY.
Relocation and housing assistance is not provided for this role.
Timeline
Arch internship positions will be posted from August 2025 and will be unposted when filled.
Pay
For individuals assigned to or hired to work in White Plains, NY, the hourly rate is $26 as of the time of posting. The breadth in the range exists to accommodate students in specialized programs such as actuarial candidates and graduate students. Any actual rate offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, along with the education & qualifications of the candidate. The above range may be modified in the future. Intern position is eligible for select Arch benefits.
#LI-KK1
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team.
10200 Arch Capital Services LLC
Auto-ApplyInvestment & Trading - Intern (US)
Finance internship job in Greenwich, CT
As we seek to become the most successful investment team in the world, we empower Traders to bring investment ideas to life. Our Traders identify opportunities in major financial markets around the world and take calculated risks. We succeed together in a team environment that facilitates close collaboration between Traders, Quantitative Researchers, and Technologists.
As an intern, you'll get to challenge the impossible in trading through a structured program that will allow you to collaborate and connect with senior team members and our CEO Ken Griffin. In addition, you'll get the opportunity to network and socialize with peers at iconic venues.
Your Objectives:
* Develop in-depth knowledge of a financial market
* Apply advanced statistical techniques to trading
* Constantly learn and adapt trading approaches
* Innovate by using one of the industry's most powerful trading platforms
Your Skills & Talents:
* Bachelor's, master's or PhD in applied math, engineering, statistical modeling, calculus, computer science, physics or related disciplines required
* Ability to think about the world systematically and quantitatively, as well as the ability to deal with uncertainty in a rigorous and statistical approach
* Interest in applying technology and/or quantitative skills to solve complex trading problems
* Passion for the markets and a desire to seize investment opportunities
* Experience with programming, scripting, and/or statistical software strongly preferred
Opportunities available in Greenwich, New York, Miami.
In accordance with applicable law, the base salary range for this role is $3,500 to $4,000 per week.
In addition, the employee who fills this role will be eligible to participate in a discretionary incentive compensation program, as well as a wide array of benefit programs, such as medical and life insurance, retirement and tax-free savings plans, and access to other healthcare programs.
About Citadel
Citadel is one of the world's leading alternative investment managers. We manage capital on behalf of many of the world's preeminent private, public and nonprofit institutions. We seek the highest and best use of investor capital in order to deliver market leading results and contribute to broader economic growth. For over 30 years, Citadel has cultivated a culture of learning and collaboration among some of the most talented and accomplished investment professionals, researchers and engineers in the world. Our colleagues are empowered to test their ideas and develop commercial solutions that accelerate their growth and drive real impact.
Finance intern
Finance internship job in Bridgeport, CT
Job DescriptionDescription:
Description: CIRI is seeking a motivated intern to support its finance department. Duties may include bookkeeping, data entry, filing, and Microsoft Excel spreadsheet management.
Qualifications:
· Currently pursuing a degree in finance, accounting, or a related field.
· Experienced with bookkeeping and Microsoft Excel
Detail-oriented with good organizational skills
Strong communication and interpersonal skills.
Ability to work with diverse populations in a culturally sensitive manner.
Location: CIRI's Bridgeport headquarters
Duration and Schedule: This is an unpaid internship position requiring a commitment of 10-15 hours per week for a duration of 4 months or one semester. The schedule is flexible and can be tailored to accommodate the intern's academic requirements.
Requirements:
Finance Intern
Finance internship job in Harrison, NY
As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people. At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world. Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions.
Job Description
We are seeking a Part-time Accounting/Finance Intern on a year-round basis for our Purchase, NY office.
The Finance/Accounting Intern will have the opportunity to work in Financial Accounting and gain corporate experience within the broader North America Controllership function.
Value/Benefit of this Internship
* Gain valuable work experience in Accounting/Finance that will complement core studies and prepare for a career.
* Develop a solid understanding of accounting/finance processes and internal controls.
* Rotation to other team within North America Finance / Controllership function after one year in Financial Accounting.
* Learn and work with different systems widely used in Accounting/Finance (i.e., SAP, BlackLine, Concur, MS Office, and others)
* Participate in the full-time summer internship program offering a unique learning experience - i.e., Insurance industry & company training, with exposure to executive management.
Duties and Responsibilities
* Assist with various aspects of the monthly and quarterly close processes, as well as day-to-day operations of the Accounting/Finance team.
* Prepare journal entries and reconciliations for cash, accruals, fixed assets, and other assets and liabilities.
* Participate in special projects to help drive innovation.
* Collaborate with other teams (i.e., Cash Collections/Accounts Receivable, Accounts Payable, Treasury) as needed.
Desired Skills and Experience
* Student must be a junior enrolled in an accredited university working towards a Bachelor's or Master's degree in Accounting, Finance, Business Administration, or other related fields.
* Able to work 16 hours per week during the school year, and 40 hours per week during the summer internship program.
* Basic understanding of accounting and finance principles
* Minimum GPA requirement of 3.3 on a 4.0 scale
* Detail oriented with strong analytical abilities.
* Strong positive attitude and interpersonal skills; able to collaborate and interact with others.
* Strong verbal and written communication skills
* Self-motivated
* Ability to manage multiple priorities and deadlines.
* Microsoft Excel skills, including pivot-tables, v-lookups, and other formulas
The intern will be expected to work 16 hours per week in person at the Purchase office during school year and full-time during the summer internship. Compensation is on an hourly basis.
Salary Range: $22/hr
In today's world, what do we stand for?
Ethics and integrity are the foundation of delivering on our commitment to you. We believe that core values drive success, and that when relationships are held in the highest regard, there is nothing that cannot be accomplished. At Sompo, our ring is more than a logo, it is a symbol of our promise.
Sompo is an equal opportunity employer and we intentionally value inclusion and diversity. Above all, we want you to work in an environment that respects everyone's unique contributions - we are passionately committed to equal opportunities. We do not discriminate based on race, color, religion, sex orientation, national origin, or age.
Auto-ApplyIntern-Finance
Finance internship job in Fairfield, CT
Finance Department Intern - Summer 2026
Director Finance Corporate Control, Finance
Objective: To work with all groups in the Corporate Finance team with a view to gaining an insight into how the Accounting and Finance functions support the organization. The objective of this internship is for the student to develop a practical understanding of how Accounting, Treasury, FP&A, and transactional finance functions support the operational and strategic goals of the business. The intern will partner with cross-functional teams including Supply Chain, Operations, and Corporate Finance leadership to develop analytical, technical, and business skills through hands-on assignments.
Area of Focus/Project Details:
Treasury & Cash Management Support
Work directly with the Treasurer to understand daily cash management processes, liquidity management, debt obligations, and banking relationships.
Accounts Receivable & Deduction Review (with Supply Chain Coordination)
Collaborate with the AR Manager and Supply Chain team to evaluate customer deductions, pricing discrepancies, and freight claims common in manufacturing operations.
Assist in root-cause analysis of recurring deduction issues and help develop process improvement recommendations.
Support resolution efforts, documentation, and follow-up with customers as needed.
Audit Support (Corporate Controller & Staff Accountant)
Assist the Corporate Controller and Accountant in compiling audit schedules, retrieving supporting documentation, and preparing reconciliations.
Accounts Payable & Invoice Resolution
Support the AP team in researching invoice variances and assisting with 3-way match issues common to manufacturing (PO, receipt, invoice).
Partner with Purchasing or Operations when necessary to clear outstanding items and improve invoice processing timeliness.
Financial Planning & Analysis (FP&A) Support - FY27 Budget
Develop insights into cost drivers unique to manufacturing-such as material costs, labor efficiency, overhead allocation, and volume forecasting.
Fixed Asset Reconciliation & Year-End Support
Support preparation for year-end close activities by helping verify accuracy and completeness of fixed asset records.
Educational Requirements
Pursuing a bachelor's degree in accounting, Finance, Business Administration, or a related field.
Entering junior or senior year at an accredited college or university.
Required Skills & Qualifications
Strong working knowledge of Microsoft Office Suite, particularly Excel (pivot tables, lookups, data analysis), PowerPoint, and Word.
Strong analytical and problem-solving skills.
Ability to work collaboratively with multiple stakeholders across finance, supply chain, and operations.
Strong organizational skills with attention to detail and accuracy.
Preferred Skills
Experience or coursework in database design, data analysis, or financial systems preferred.
Familiarity with ERP systems (SAP, Oracle, JD Edwards, etc.) is a plus.
Interest in manufacturing operations, cost accounting, and business process improvement.
Timing of internship (start and end date)
Start date: June 2026
End date: August 2026
Franklin Templeton Investment Solutions (FTIS) - Undergrad Intern
Finance internship job in Stamford, CT
At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
2026 Undergraduate Summer Intern - Job Posting
Department Title: Undergrad Intern - Marketing & Communications (Franklin Templeton Investment Solutions - FTIS)
Position Summary:
The FTIS Marketing team develops and executes marketing strategies for Franklin Templeton Investment Solutions (FTIS), Franklin Templeton's multi-asset investment team. FTIS delivers customized, multi-asset solutions by leveraging Franklin Templeton's global capabilities and expertise from over 18 specialized investment teams, giving clients access to a broad range of strategies across public and private markets. Our marketing team leads thought leadership, client proposals, messaging, and digital marketing channels such as web, social media, and email to support FTIS' objectives.
This internship provides a hands-on opportunity to gain experience in digital marketing within a leading global asset management firm. The intern will work alongside experienced marketing professionals and gain exposure to cross-functional collaboration with investment, digital, and communications teams.
You will have the opportunity to:
• Contribute to real-world projects across web, social media, and email platforms.
• Learn how financial content is developed, distributed, and measured for impact.
• Be part of an innovative, fast-paced team that helps shape the digital presence of Franklin Templeton Investment Solutions.
Team Culture:
Our team is collaborative, creative, and strategic. We value curiosity, initiative, and teamwork. The environment is supportive and fast-moving, with open communication and shared goals. We partner with colleagues across marketing, investment, and communications to deliver cohesive, high-quality materials that strengthen FTIS profile and engagement with clients.
An intern in this department can expect to learn:
• How marketing initiatives are planned, executed, and analyzed.
• The fundamentals of social media management and content optimization.
• How to use digital analytics to measure engagement and performance.
• The process of developing and maintaining marketing materials and web content.
• How large organizations collaborate across functions to achieve marketing goals.
Key Responsibilities Can Include:
• Assisting with content creation, scheduling, and reporting for social media channels.
• Supporting updates and improvements to web pages and email campaigns.
• Helping to organize and maintain marketing assets and report on analytics dashboards.
• Researching industry trends and best practices in digital marketing.
• Collaborating with team members to support ongoing strategic initiatives.
Ideal Qualifications:
• Working toward a bachelor's degree in Marketing, Communications, Business, or a related field.
• Strong written and verbal communication skills.
• Interest in finance, investing, or digital media.
• Experience with Microsoft Office and familiarity with digital or social media platforms.
• Detail-oriented, organized, and eager to learn.
• Ability to work independently and collaboratively within a team environment.
Ready to make moves? Apply today!
Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered.
Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests.
This is a full-time internship where students will work approximately 40 (dependent on state/location) hours per week and earn competitive hourly pay of $30 (dependent on location and function) USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.
At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Auto-ApplyIntern, Investment & Valuation, Summer 2026
Finance internship job in White Plains, NY
**RWE Clean Energy, LLC** **Functional area:** Finance / Controlling **Remuneration:** Non-Exempt The **Investment & Valuation Intern** will be a key member of our Investment & Valuation (I&V) team, bringing renewable energy projects forward for investment decisions at RWE Clean Energy (RWECE). Our I&V team enables value-added growth by providing analysis and critical advice to our colleagues in the business while ensuring strong governance around investment decisions. The intern will work closely with our I&V team and colleagues from the finance community and the broader renewables business. Our team environment is high-energy. We value diversity, good relationships, personal growth, inclusive debate, and individual empowerment.
**Responsibilities:**
+ Support the strong growth ambitions of our Renewables business (including utility-scale solar PV, onshore wind, battery storage, and hydrogen) in the Americas
+ Support developing quantitative and qualitative analyses of investment opportunities and effectively communicate results.
+ Collect and ensure completeness as well as validity of inputs to investment decisions, especially those inputs that are key to valuation results
+ Support investment decision processes, preparation of papers and presentations for the Executive Leadership Team and the Board of Directors at RWECE
+ Support on identifying and implementing improvements to our investment processes and valuation models, including the use of digital solutions
+ Support internal ad-hoc projects with direct senior management involvement
+ Support other members of the I&V team as required, including quality control reviews
**Qualifications:**
+ Pursuing a Bachelor of Business Administration, Finance, Economics, Engineering, or similar university degree and graduating between December 2025 and June 2026.
+ Knowledge of valuation methodologies (especially DCF) and financial modeling (Excel)
+ Communication and presentation skills
+ Interest in renewable energy or energy markets
+ Strong interpersonal skills, with the ability to manage customer relationships
+ Demonstrated desire to learn about the Company and the renewables space
+ Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams
+ Strong leadership, communication, and ability to meet deadlines
+ Strong organization skills and ability to coordinate multiple tasks and deliverables
+ Ability to multi-task while working independently and as part of a team
+ Motivated self-starter, goal-oriented, and strong problem-solving abilities
+ Responds well to direction, is easy to challenge and develop, and is coachable
+ Is detail-oriented, has strong business acumen, and a sound understanding of business concepts
**This is a full-time 12-week summer internship starting in June at our Chicago or White Plains Office. **
**Pay range:** The base hourly range for this position in New York and Illinois for undergraduates is $25.00-$35.00 an hour. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer.
**Benefits offered:** Paid time off, and Holidays.
**Apply with just a few clicks:** ad code **91279**
We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
RWE Clean Energy is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG).
Financial Planning & Analysis Summer Intern
Finance internship job in Washington, NY
Link Logistics Real Estate (“Link”) is a leading operator of last-mile logistics real estate. Established by Blackstone in 2019, the company connects consumption, technology, and the supply chain across its portfolio, which spans more than half a billion square feet. With more than 5 percent of U.S. GDP flowing through our spaces, we leverage our scale, proprietary data and insights, and foundational focus on sustainability to drive success for our customers' businesses and deliver value for our stakeholders. Link Logistics strives to be the most equitable and inclusive industrial real estate company in the business. We put our people, customers, and communities first and find ways to make a conscious, positive impact where we live and work, prioritizing diversity, equity and inclusion (DEI) across our workforce to deliver an optimal employee experience. Every day, we work to reinvent and lead our industry forward by thinking bigger and challenging the status quo.
Because we believe that good business must be synonymous with doing good, strong environmental, social and governance practices are foundational to our identity as a firm. These practices include setting ambitious goals to combat climate change, partnering with local nonprofits, and prioritizing internal diversity, equity, and inclusion efforts.
Link's 10-week paid summer internship program helps students gain valuable experience and develop business skills while learning the basics of logistics real estate. We offer internships in over 15 departments including Capital Markets, Construction, Development, Financial Planning & Analysis, Investments, IT, Asset Management, Property Management, Sustainability and more.
Link is looking for actively enrolled juniors (rising seniors) who would be interested in a real estate internship on our FP&A team in this upcoming summer. Summer interns will have the opportunity to become exposed to several markets and properties across the industrial spectrum and can expect to have close interaction with the broader accounting team.
WHAT YOU WILL BRING:
Operate in a time sensitive and critical output environment therefore attention to detail and ability to perform under pressure is critical.
Work closely with the teams across the organization to ensure cross-unit collaboration and to support the asset management, property management and leasing efforts and understand financial output of key assumptions
Refine existing forecasting processes and models
Communicate findings and conclusions of analyses through Excel, PowerPoint charts, Power BI dashboards and brief write-ups.
Understand and master a multitude of financial systems and processes to provide support and training as needed
Develop analytics and other ad hoc reporting that provide important insights to the efficiency of functional areas and spend.
QUALIFICATIONS:
Current junior (rising senior) undergraduate student at an accredited four-year institution
Pursuing a degree in accounting, finance, real estate, economics, mathematics, or related field
Strong interest in commercial real estate asset management and investment (no formal experience )
Basic understanding of real estate investment and financing processes including, but not limited to, market analysis, financial analysis, property valuation and capital markets
Exceptional knowledge of MS Word, PowerPoint, and Excel
Ability to prioritize and multi-task in a fast-paced environment
Excellent organizational skills and attention to detail
Excellent analytical and problem-solving skills
Excellent oral and written communication skills since interaction with senior level management will be
Must be actively enrolled for consideration of internship
$30/hour represents the presently anticipated base compensation pay range for this position at Link. Actual pay may vary based on various factors, including but not limited to location and experience.
EEO Statement
The Company is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email ************************.
Auto-ApplyFinancial Analyst Summer Intern 2026
Finance internship job in Armonk, NY
**Introduction** AI, Hybrid Cloud, Quantum - IBM does more than just innovate and create these technologies; our purpose is to be the catalyst that makes the world better. We are helping all industries, from cybersecurity and supply chain to farming and the arts, to solve difficult problems through the power of technology.
Known as the "knowledge behind the numbers," Financial Analysts are considered to be trusted business advisors, working within IBM's business units and geographies, as well as in a myriad of specialized corporate functions. IBM's finance organization is instrumental in driving innovative improvements to global financial processes while providing measurable value to the business.
**Your role and responsibilities**
The IBM Finance Organization is responsible for driving enterprise performance and efficiency. We are the financial stewards of the enterprise delivering IBM's financial strategy with consistency, integrity and transparency.
We are currently seeking to fill summer intern positions for a range of functions such as accounting, tax, financial planning, pricing, business controls, treasury, business development and global financing.
Specific roles and responsibilities will vary by position, however, in each role, candidates will be assigned to highly visible projects and have the opportunity to interact with and learn from senior managers.
Are you eager to learn from others? Are you open to new ideas? Do you enjoy collaborating globally, using data analytics to provide actionable insights and have a passion to drive innovation? Then we ask you: are you ready to join the company that has become essential to the world, driven by that same passion?
Candidates must have the ability to work in the US without current or future need for sponsorship.
**Required technical and professional expertise**
* Enrolled in a Finance/Accounting or closely related degree program
* Excellent oral and written communication skills
* Strong background in Microsoft Excel
* Adept in technology and use of AI
* Proven Leadership
**Preferred technical and professional experience**
* Finance or Business Bachelor's Degree (Rising Senior preferred)
IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
College Financial Representative, Internship Program
Finance internship job in New Haven, CT
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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyAssociate Financial Advisor
Finance internship job in Greenwich, CT
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an ambitious, relationship-focused Associate Financial Advisor to grow with us.
We're offering more than just a job - this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As our Associate Financial Advisor, you'll assist the firm's founding partners in managing relationships with top-tier clients in a "second-chair" advisory role - gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen.
In addition, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly.
Key Responsibilities
* Manage and deepen relationships within an assigned client book of business, delivering holistic financial advice in line with Ameriprise's standards.
* Collaborate with the lead advisor in a second-chair capacity to serve complex client relationships and support ongoing financial planning, review meetings, and implementation.
* Onboard and build new client relationships that come through the firm's inorganic growth strategy (practice acquisitions).
* Prepare and deliver client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
* Proactively identify planning opportunities and coordinate implementation.
* Maintain accurate and timely client records in CRM and planning systems.
* Uphold a white-glove service experience in every client interaction.
What We're Looking For
* 2-5 years of experience in financial planning or advisory services.
* Series 7 & 66 (or ability to obtain promptly); CFP preferred but not required.
* Strong interpersonal skills with the ability to build rapport and trust with clients.
* A team-first attitude and a growth mindset - you see opportunity where others see obstacles.
* Comfortable with both the technical and relational sides of financial advising.
* Ambition to become a lead advisor and grow your own book of business within our ecosystem.
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Auto-ApplyFinancial Analyst II
Finance internship job in Ridgefield, CT
General Responsibilities: This person will assist the Associate Director of Sales Operations and CHC Controller . This person will be responsible for Ad Hoc analysis and data gathering that will be utilized to maximize the efficient use of funds. The Finance Operations Analyst will be responsible for drafting monthly spend reports to ensure P&Ls are within budget. This role will be repsonsible for identifing trade spend gaps and working to resolve outstanding issues the Sales Managers and Brand teams.
Education And Experience Requirements:
3-5 years of experience in a similar position; experience with finance operations preferred.
Bachelor's Degree Required, CPA or MBA a plus
Finance/Accounting Experience in Pharma/CPG and income statement analysis
Advanced Microsoft Office skills, ability to work with lookups and pivot tables
Experience in Trade Promotion management and/or Sales Planning is desired.
Ability to communicate effectively across various levels and departments within the CHC organization.
Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus.
Must be analytical thinker and a problem solver. Must be able to work in ambiguity.
Specific Responsibilities:
Ensure the data integrity between SAP and the Cognos Sales Planning system (Sales and Spend)
Prepare monthly analysis of shipment vs. consumption for key items/accounts.
Analyze financial performance against key business metrics
Analyze annual and monthly Trade investment and Sales budgets
Maintenance to Cognos (via interaction with IT & Sales) to ensure reports run without issue & are accurate
Provide financial summary input to key presentations and business review
Qualifications
Education And Experience Requirements:
3-5 years of experience in a similar position; experience with finance operations preferred.
Bachelor's Degree Required, CPA or MBA a plus
Finance/Accounting Experience in Pharma/CPG and income statement analysis
Advanced Microsoft Office skills, ability to work with lookups and pivot tables
Experience in Trade Promotion management and/or Sales Planning is desired.
Ability to communicate effectively across various levels and departments within the CHC organization.
Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus.
Must be analytical thinker and a problem solver. Must be able to work in ambiguity.
Manufacturing Financial Analyst
Finance internship job in Bethany, CT
Are you looking for a new challenge? Passionate about innovation? Want to work for a global company that values integrity, teamwork, and loyalty?
At LATICRETE International, we aim to be the leading construction brand trusted globally for high-performance tile and stone installation systems and building finishing solutions. We've been in business for over 65 years, family-owned for three generations, and can be found in over 100 countries.
The Hartford Business Journal even named us one of Connecticut's top family-owned companies in 2017!
We don't just make innovative, industry-leading products. Our purpose is to improve the built world and the lives of those who build it. We strive to connect with, engage with and improve the lives of our employees, our customers, our partners, and the global communities in which we operate.
We are seeking passionate and ambitious employees who want to make a difference not just within our organization, but within their communities, our industry, and the world. If that sounds like you, then what are you waiting for? Join the family and expand your horizons!
Just some of our benefits:
Medical
Dental
Vision
401k
Tuition reimbursement
13 paid holidays in addition to paid vacation and sick time
Flexible spending
Life Insurance, AD&D and Supplemental Insurance
POSITION SUMMARY
The Manufacturing Finance Analyst plays a pivotal role in driving financial excellence within the manufacturing operations of our organization. This role supports decision-making by providing accurate financial analysis, insights, and reporting to enhance operational efficiency, control costs, and achieve strategic objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Additional duties and responsibilities may be assigned, as necessary.
Financial Analysis & Reporting - 50%
Prepare, analyze, and present financial performance reports for manufacturing operations, including cost analysis, variance analysis, and profitability studies.
Monitor and track manufacturing budgets, ensuring alignment with corporate goals.
Develop and maintain dashboards and key performance indicators (KPIs) to support real-time decision-making.
Cost Management & Optimization - 25%
Analyze production costs, identify cost-saving opportunities, and work with operations teams to implement process improvements.
Evaluate and report on inventory levels, material costs, and labor efficiency.
Support standard costing processes and provide insights on variances to forecast and plan.
Forecasting & Budgeting - 13%
Assist in the preparation of annual budgets and periodic financial forecasts for the manufacturing division.
Collaborate with cross-functional teams to ensure accurate projections of production volumes, costs, and revenues.
Cross-Functional Collaboration - 12%
Partner with plant managers, supply chain teams, and other stakeholders to provide financial insights that drive operational improvements.
Serve as a key resource in financial training for manufacturing teams to improve financial literacy across the organization.
REQUIRED SKILLS & QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Experience:
Bachelor's degree in Finance, Accounting, or related field (MBA or CPA preferred).
6+ years of experience in financial analysis, preferably within a manufacturing or industrial setting.
Specialized Skills and Experience:
Strong proficiency in financial modeling and advanced Excel skills.
Experience with ERP systems (e.g., SAP, Oracle) and data visualization tools (e.g., Power BI, Tableau).
Solid understanding of cost accounting principles and practices.
Exceptional analytical and problem-solving skills.
Strong communication and interpersonal skills, with the ability to present complex data clearly.
Ability to work collaboratively in a fast-paced, dynamic environment.
High attention to detail and a proactive approach to identifying and addressing challenges.
Travel Requirement: 0%
Physical Requirements:
Lift: Must be able to lift and/or carry a minimum of 25 pounds.
Push/Pull: Must be able to push/pull 25 pounds.
Standing: Must be able to stand at least 25% of the day.
Sitting: Must be able to sit at least 75% of the day.
Auto-ApplyDefense & Government Analyst SkillBridge Intern
Finance internship job in White Plains, NY
This internship provides a unique opportunity for a transitioning service member to gain hands-on exposure to commercial aviation operations and supporting U.S. military airlift missions. Working alongside the Atlas Defense & Government team, the intern will assist with the coordination, compliance, and execution of AMC (Air Mobility Command) missions while learning how commercial carriers integrate with U.S. Government transportation programs.
Responsibilities
Under the supervision of the Defense & Government Programs leadership team, the intern will:
Assist with AMC Mission Preparation and Compliance.
Support daily tracking, coding, and verification of AMC missions to ensure all flights are optimized, accurately planned, flown, and paid.
Participate in planning discussions to align aircraft ferry operations with mission and contract requirements.
Help Manage CAT-A (Less-Than-Planeload) Operations and assist in coordinating requirements as well as liaising with partner agents DSV and DHL for both Atlas and Polar to ensure smooth and timely execution.
Collaborate with internal departments (Operations, Charter, Finance, Compliance) to support data collection, reporting, and issue resolutions related to AMC missions.
Help gather and analyze aircraft performance data, mobility value points, and mission reimbursement information to support entitlement tracking and reporting.
Contribute to process improvement initiatives within the AMC team to streamline communication, enhance reporting accuracy and optimization opportunities.
Learning Outcomes à By the end of the internship, the participant will,
Gain firsthand experience in U.S. Government airlift contracting, structure and mechanics of the CRAF program, and broader military mission management.
Understand the operational flow between commercial aviation departments and supporting military contracts.
Develop working knowledge of aviation scheduling systems, performance metrics, and compliance standards.
Strengthen project coordination, communication, and analytical skills in a global logistics environment.
Qualifications
Currently serving service member approved for participation in the DoD SkillBridge program.
Strong communication and organizational skills.
Analytical thinker with proficiency in Microsoft Excel, Outlook, and PowerPoint.
Interest in aviation operations, government contracting, or logistics.
Ability to work independently and as part of a fast-paced, cross-functional team.
Financial offer within the stated range will be based on multiple factors to include but not limited to location, relevant experience/level and skillset.
The Company is an Equal Opportunity Employer. It is our policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, citizenship, place of birth, age, disability, protected veteran status, gender identity or any other characteristic or status protected by applicable in accordance with federal, state and local laws.
If you'd like more information about your EEO rights as an applicant under the law, please download the available EEO is the Law document at ******************************************
To view our Pay Transparency Statement, please click here: Pay Transparency Statement
“Know Your Rights: Workplace Discrimination is Illegal” Poster
The "EEO Is The Law" Poster
Auto-ApplyFinancial Clearance Analyst Part Time 32 hours
Finance internship job in Bristol, CT
Job Details BHI Valley St - Bristol, CT Part Time High School 1st Shift (Days) Description
At Bristol Health, we begin each day caring today for your tomorrow. We have been an integral part of our community for the past 100 years. We are dedicated to providing the best possible care and service to our patients, residents and families. We are committed to provide compassionate, quality care at all times and to uphold our values of Communication, Accountability, Respect and Empathy (C.A.R.E.). We are Magnet and received the 2020 Press Ganey Leading Innovator award for our rapid adoption and implementation of healthcare solutions during the COVID-19 pandemic. Use your expertise, compassion, and kindness to transform the patient experience. Make a difference. Make Bristol Health your choice.
JOB SUMMARY:
Under the direction of the Manager of Pre-Service and Financial Clearance, the Financial Clearance Analyst is responsible for the financial clearance of scheduled patient authorizations, including insurance verification, and validation of medical necessity for services. Works in coordination with
provider practices and hospital departments to ensure all scheduled services are reviewed for required authorizations and cleared in advance. The Financial Clearance Analyst will also work other revenue cycle teams to ensure proper billing requirements are met and denials are proactively addressed.
ESSENTIAL JOB FUNCTIONS:
Handle authorization process and obtain pre-certification approvals prior to service.
Submit pre-authorization requests and follow up with payer to ensure timely approvals
Maintain accurate records and reports of pre-certifications request, approvals, and denials
Work assigned worklists and submit authorization information according to payer requirements
Follow up on authorization requests and coordinate with practices and departments according to established policies
Collaborate with revenue cycle team and participate in monthly meetings to review payment and denial trends
Coordinate with provider practices and hospital departments to ensure timely scheduling of patient procedures
Respond to patient and insurance inquiries and provide Good Faith Estimates when required
Perform post service reconciliations and denial follow up tasks
Act as a back-up to the Financial Counselor team, supporting Notice of Admission and Financial
Assistance activities Adhere to applicable policies and procedures, including HIPAA compliance, and state and federal regulations
Other duties as assigned
Qualifications
KNOWLEDGE / SKILLS / ABILITIES:
Ability to ensure quality and integrity of assigned tasks and meet given productivity standards
Possess a patient-centric approach to answer questions and provide information in a professional manner
Demonstrate teamwork, cooperation and collaboration within and outside the team
Skill in effective oral, written, and interpersonal communication
Skill in problem-solving in a variety of settings and translation of data into actionable steps
Ability to read, understand, interpret, and analyze payer requirements
Ability to work independently and take initiative
Excellent customer service and communication as well as interpersonal, organizational and analytical skills
Demonstrate initiative and ability to multi-task while working independently
Strong organizational skills and systems aptitude
REQUIRED EDUCATION / EXPERIENCE:
A Bachelor's degree and a minimum of (1) year of revenue cycle experience or Associates degree and a minimum of (2) years of patient access, financial clearance or financial counselor experience or High School Diploma and a minimum of (5) years of patient access, financial clearance or financial counselor experience
Experience with payer portals and requirements preferred
Familiarity with medical and insurance terminology
Knowledge of payer contracts, regulations and guidelines as well as State and Federal laws relating to billing, collections, and patient access procedures
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
2026 Intern Conversion: Financial Analyst - Armonk NY
Finance internship job in Armonk, NY
Introduction As you have witnessed this summer, at IBM we have an amazing opportunity to transform the world with cognitive technology. By using the vast amounts of information available today to identify new patterns and make new discoveries, we are helping cities become smarter, hospitals transform patient care, financial institutions minimize risk, and pharmaceuticals find cures for rare diseases. Join the forward-thinking teams at IBM solving some of the world's most complex problems - there is no better place to grow your career!
Your role and responsibilities
This position is for intern to full time conversions for starts January 2026 and later. By applying to this position, you are applying to the same role for which you were a co-op or intern at IBM in 2025.
Required education
Bachelor's Degree
Preferred education
Bachelor's Degree
Required technical and professional expertise
Successful completion of a 2025 IBM Co-op or Internship
ABOUT BUSINESS UNIT
The IBM Finance organization is responsible for driving enterprise performance and transformation. We are the financial stewards of IBM, delivering IBM's financial strategy, developing new business models, and mitigating enterprise risk. Do you have a passion for creating business value? Join our team in accounting, financial planning, pricing, business controls, tax, treasury, business development (acquisitions & divestitures), and global financing.
YOUR LIFE @ IBM
In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.
Being an IBMer means you'll be able to learn and develop yourself and your career, you'll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.
Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.
Are you ready to be an IBMer?
ABOUT IBM
IBM's greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.
Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we're also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business.
At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it's time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.
IBM is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
OTHER RELEVANT JOB DETAILS
IBM will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
College Financial Representative, Internship Program
Finance internship job in Poughkeepsie, NY
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
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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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.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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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.
Auto-ApplyDefense & Government Analyst SkillBridge Intern
Finance internship job in White Plains, NY
This internship provides a unique opportunity for a transitioning service member to gain hands-on exposure to commercial aviation operations and supporting U.S. military airlift missions. Working alongside the Atlas Defense & Government team, the intern will assist with the coordination, compliance, and execution of AMC (Air Mobility Command) missions while learning how commercial carriers integrate with U.S. Government transportation programs.
Responsibilities
Under the supervision of the Defense & Government Programs leadership team, the intern will:
* Assist with AMC Mission Preparation and Compliance.
* Support daily tracking, coding, and verification of AMC missions to ensure all flights are optimized, accurately planned, flown, and paid.
* Participate in planning discussions to align aircraft ferry operations with mission and contract requirements.
* Help Manage CAT-A (Less-Than-Planeload) Operations and assist in coordinating requirements as well as liaising with partner agents DSV and DHL for both Atlas and Polar to ensure smooth and timely execution.
* Collaborate with internal departments (Operations, Charter, Finance, Compliance) to support data collection, reporting, and issue resolutions related to AMC missions.
* Help gather and analyze aircraft performance data, mobility value points, and mission reimbursement information to support entitlement tracking and reporting.
* Contribute to process improvement initiatives within the AMC team to streamline communication, enhance reporting accuracy and optimization opportunities.
Learning Outcomes à By the end of the internship, the participant will,
* Gain firsthand experience in U.S. Government airlift contracting, structure and mechanics of the CRAF program, and broader military mission management.
* Understand the operational flow between commercial aviation departments and supporting military contracts.
* Develop working knowledge of aviation scheduling systems, performance metrics, and compliance standards.
* Strengthen project coordination, communication, and analytical skills in a global logistics environment.
Qualifications
* Currently serving service member approved for participation in the DoD SkillBridge program.
* Strong communication and organizational skills.
* Analytical thinker with proficiency in Microsoft Excel, Outlook, and PowerPoint.
* Interest in aviation operations, government contracting, or logistics.
* Ability to work independently and as part of a fast-paced, cross-functional team.
Financial offer within the stated range will be based on multiple factors to include but not limited to location, relevant experience/level and skillset.
The Company is an Equal Opportunity Employer. It is our policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, citizenship, place of birth, age, disability, protected veteran status, gender identity or any other characteristic or status protected by applicable in accordance with federal, state and local laws.
If you'd like more information about your EEO rights as an applicant under the law, please download the available EEO is the Law document at ******************************************
To view our Pay Transparency Statement, please click here: Pay Transparency Statement
"Know Your Rights: Workplace Discrimination is Illegal" Poster
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