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Finance internship jobs in Davenport, IA

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  • Financial Advisor Successor

    New York Life Iowa Office

    Finance internship job in Bettendorf, IA

    Must live in Bettendorf, Iowa or surrounding community We are seeking a motivated, community-minded professional in the Bettendorf, Iowa or surrounding region to step into a successor role for an established book of business within the insurance and financial advising field. This is a unique, long-term career opportunity for someone who wants to grow into a leadership and ownership position while serving a loyal, well-maintained client base. As a successor advisor, you will work closely with the existing advisor to ensure a smooth, relationship-focused transition over time. This role is ideal for someone who is passionate about helping individuals and families protect their assets, plan for retirement, and make sound financial decisions. Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office. This career position includes: Running a client-based practice of your own with the backing and support of a Fortune 100 company. Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+. Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs. Promoting customized ways for clients to achieve their long-term financial goals. Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security. Networking and prospecting new clients to maximize your client-based practice. Qualities New York Life looks for include: Located in Bettendorf, Iowa or nearby community. Experience in insurance, financial adivising, or related fields. Sales experience Active insurance licenses (or willingness to obtain) FINRA securities licensing - Series 6/63, 7/66 (or willingness to obtain) Entrepreneurial mindset with desire for continuous learning. Strong communication skills - excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper. Strong business acumen and professional business demeanor. Eagerness to network, ability to develop relationships and sincere desire to help others. Desire to engage your community and leverage personal networks/contacts. It's your career and you deserve control of your growth. New York Life helps set you up in every way to have a successful career but you're in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company's career paths. At New York Life, you receive the benefits of: Ongoing access to local managers, team member collaboration and being paired with a seasoned agent for mentorship. Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to career success both financially and in growth within the company. Support from corporate development managers and product consultants to assist you. Access to state-of-the-art marketing support. Compensation: Commission-based compensation dependent on agent sales performance. The more you sell, the more you get. Agent compensation is not guaranteed. Average range is from $90,000 - $150,000 for the first year. Benefits include medical, dental, vision, a 401(k) and pension. Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. And live in the state of Iowa. About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.
    $90k-150k yearly Auto-Apply 26d ago
  • Finance Internship (Summer 2026)

    MacLean-Fogg 4.3company rating

    Finance internship job in Sterling, IL

    MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success. Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level) Program Overview Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain: Hands-on experience in financial analysis, reporting, and business operations. Mentorship and guidance from experienced industry leaders. A professional network across functions and facilities. Career-ready technical and professional skills. When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered. What You'll Do As a Finance Intern, you will: Assist with financial planning, budgeting, and forecasting activities. Support monthly and quarterly reporting by preparing data and analysis. Conduct variance analysis to compare actuals against forecasts. Partner with business units to understand financial drivers and performance. Complete a capstone intern project and present results to leadership. Qualifications We're seeking motivated students who are ready to learn, grow, and contribute: Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field). Minimum 3.0 cumulative GPA (on a 4.0 scale). Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus. Strong analytical, problem-solving, and communication skills. Collaborative mindset with a willingness to take initiative. Ability to work on-site at one of our locations for the duration of the program. Compensation & Benefits Competitive hourly pay. Skill development through hands-on learning. Structured mentorship and feedback. Networking opportunities with peers and professionals. Experience presenting to leadership at program completion.
    $18-25 hourly 60d+ ago
  • Financial Advisor - Moline, IL

    Country Financial 4.4company rating

    Finance internship job in Moline, IL

    We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
    $60k-97k yearly est. Auto-Apply 60d+ ago
  • Financial Specialist Intern

    Bayer Crop Science 4.5company rating

    Finance internship job in Muscatine, IA

    At Bayer we're visionaries, driven to solve the world's toughest challenges and striving for a world where 'Health for all Hunger for none' is no longer a dream, but a real possibility. We're doing it with energy, curiosity and sheer dedication, always learning from unique perspectives of those around us, expanding our thinking, growing our capabilities and redefining ‘impossible'. There are so many reasons to join us. If you're hungry to build a varied and meaningful career in a community of brilliant and diverse minds to make a real difference, there's only one choice. Financial Specialist Intern YOUR TASKS AND RESPONSIBILITIES The primary responsibilities of this role are to: Develop annual operating budget for the site; Develop annual product cost rollups for product cost standards, accountable for accuracy, timeliness, and error resolution; Analyze cost center spending and value flow (assessments) for consistency with the operational plan; Develop periodic cost estimates; Accountable for account reconciliation and communicating significant impacts; Collaborate with site leadership and operation teams to ensure drivers of financial impacts are understood; Collaborate with project managers to ensure compliance with Capital versus Expense guidelines; Conduct analysis and explain changes in individual product standards; Develop monthly and quarterly forecasts for Crop Protection sites working with functional leaders; Analyze and communicate actual performance against budget and forecast; Develop analysis and provide written feedback to site controller for variation against budget and against forecast. WHO YOU ARE Bayer seeks an incumbent who possesses the following: Required Qualifications: Currently pursuing a Bachelors or Graduate Degree in Ag Business, Finance, Accounting, or related field; Excellent ability to interact and communicate effectively at all levels and with individuals from various parts of the organization; Motivated, self-starting individual with proven ability prioritize multiple projects and work effectively in a team environment; Proficiency with Microsoft Office, particularly Excel; Ability to commute daily to and from work location in Muscatine, IA; Willingness to work in a chemical manufacturing environment. Employees can expect to be paid a salary of approximately between $20.00 to $56.80. Additional compensation may include a bonus or commission (if relevant). Additional benefits include health care, vision, dental, retirement, PTO, sick leave, etc.. This salary (or salary range) is merely an estimate and may vary based on an applicant's location, market data/ranges, an applicant's skills and prior relevant experience, certain degrees and certifications, and other relevant factors. YOUR APPLICATION Bayer offers a wide variety of competitive compensation and benefits programs. If you meet the requirements of this unique opportunity, and want to impact our mission Science for a better life, we encourage you to apply now. Be part of something bigger. Be you. Be Bayer. To all recruitment agencies: Bayer does not accept unsolicited third party resumes. Bayer is an Equal Opportunity Employer/Disabled/Veterans Bayer is committed to providing access and reasonable accommodations in its application process for individuals with disabilities and encourages applicants with disabilities to request any needed accommodation(s) using the contact information below. Bayer is an E-Verify Employer. Location: United States : Iowa : Muscatine Division: Crop Science Reference Code: 849767 Contact Us Email: hrop_*************
    $28k-35k yearly est. Easy Apply 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance internship job in Bettendorf, IA

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
    $52k-93k yearly est. Auto-Apply 60d+ ago
  • FINANCIAL ADVISOR

    Direct Staffing

    Finance internship job in Davenport, IA

    We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by our Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. Other: 11. Attend and participate in our meetings, virtual and face to face, as scheduled. 12. Other duties as assigned. Job Requirements: 1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63/65 and/or 66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred. CANDIDATE DETAILS 5+ to 7 years experience Minimum Education - Bachelor's Degree SKILLS AND CERTIFICATIONS Must have Series 7 Must have previous production background Selling Securities Selling Insurance F2F client meetings banking channel experience IDEAL CANDIDATE Team player who is motivated to work with two other Advisors within this setting. We have an FA going on maternity leave, so we can use the additional support covering a current book of business and expect some will be given to the incoming candidate. IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Open to bakcground and companies. Banking background could be helpful. WHY WE'RE A GREAT COMPANY Great benefits, great support, admin support, support of the market their members, great client base, and solid track of production success by all previous advisors. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
    $43k-84k yearly est. 20h ago
  • Investment Intern

    Home Office Careers

    Finance internship job in Rock Island, IL

    Investment Internship Are you a driven and ambitious student pursuing a degree in Finance, Economics, or Accounting? Modern Woodmen of America is offering an incredible opportunity to join our investment team as an intern for the summer of 2026. You will gain firsthand experience while collaborating with seasoned portfolio managers, analyzing financial markets, and contributing to the development of innovative investment strategies. This internship will not only enhance your data analytics and research skills but also provide you with invaluable insights into the world of finance. Modern Woodmen of America is the nation's third largest fraternal benefit society with assets over $18B. Fraternal benefit societies are unique membership organizations with peculiar names that pair the “member owned” characteristic of a mutual insurance company with the “social mission” characteristic of a service organization. They unite individuals with common bonds, provide a variety of life insurance and investment products, and form one of the nation's most effective volunteer networks. Responsibilities: Evaluate current financial markets, trends, and the overall economic landscape to make recommendations to the Investment department. Follow and maintain relevant market information to prepare written/oral reports. Perform fundamental company-specific analysis from both a quantitative and a qualitative standpoint. Assist with development and implementation of enhanced Bloomberg reporting and analysis. Design criteria and parameters for research analysis on market trends, strategies, industries, sectors, geography, and other topics. What we need: Pursuing a bachelor's degree in finance, economics or accounting or master's degree in finance. Strong data analytics skills. Strong research skills. Excellent interpersonal, written, and verbal communication skills. Experience with Microsoft Office and other computer-based programs. What we offer: Internship program information: Modern Woodmen's summer internships are ideal for current college students interested in exploring the financial services industry. The program offers an opportunity for students to gain real-life work experience related to their studies while connecting with a mentor in their field. Pay: The hourly pay for this position is $25.00. Work Arrangements: This is a full-time, 11-week office-focused summer internship position: 37.5 hours per week (7.5 hours per day), Monday- Friday, with flexible start time between 7:00AM-9:00AM. Office focused positions work on-site due to the nature of the work and have limited remote days. Anticipated internship duration: late May-mid August. Stability: Modern Woodmen has been Modern Since 1883SM and exists for our members. We make long-term decisions that provide stability for our employees, financial representatives, and members. Respect for Personal Time: We offer vacation, flexible start time between 7:00AM and 9:00AM, and paid holidays. Great Culture: We build strong working relationships across our organization through collaborative work and volunteer opportunities. A Beautiful Office: Enjoy a beautiful view! Our home office, located in downtown Rock Island, IL, has a lovely plaza overlooking the Mississippi River. On-site café: Our employees can purchase a variety of breakfast, lunch, and beverage options at Café 1883. A Thriving Local Community: Not from the Quad Cities and hesitant to consider relocation? Give it some thought. The Quad Cities offers an idyllic Midwestern lifestyle along the mighty Mississippi and consistently ranks at the top of the list for quality of life and cost of living. It is home to more than our share of artists, festivals, and fun in every season. Internship Benefits: Paid vacation Paid holidays Modern Woodmen is an equal opportunity employer. Modern Woodmen is committed to providing a respectful environment where each person's diverse opinions, attitudes, attributes, and feelings are respected.
    $25 hourly 60d+ ago
  • Financial Advisor - DuTrac Community Credit Union

    LPL Financial 4.7company rating

    Finance internship job in Davenport, IA

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union in Davenport, IA would allow you to join the Investment Program at DuTrac Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at DuTrac Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to DuTrac Credit Union for financial solutions. This position will offer: The ability to take over an existing book of business. The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with DuTrac Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, DuTrac Credit Union. Tracking # 1-05026674 Pay Range:50000 - 72000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
    $39k-63k yearly est. Auto-Apply 5d ago
  • Team Based Financial Advisor - Mississippi Valley Associates

    Thrivent Financial 4.4company rating

    Finance internship job in De Witt, IA

    Team-Sponsored Launch Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude. By joining an existing team, you can leverage the diverse skill sets of experienced financial advisors to serve more clients and accelerate the growth of your business. In this role, support and joint fieldwork opportunities will come directly from experienced financial advisors. The Team-Sponsored Launch position provides some stability of income and the ability to focus on learning and development rather than production. This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial advisor within three months to three years. Licensing and Training Candidates in the Team- Sponsored Launch model will obtain the necessary licenses over the course of eight to 13 weeks (varies due to individual situations). These licenses include: Resident state Life, Health and Annuity Securities Industry Essentials Series 6/63 or 7/66 (7/63 and 65). After completing licensing, participants may enroll in a comprehensive training program lasting up to eight weeks. What you can expect After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years. During this period, typical activities include: Meeting with potential clients to build genuine, long-term relationships based on shared values and goals. Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement. Building a strong personal network through local nonprofits, churches, and businesses for future growth. Developing skills and best practices to be a successful financial advisor. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent, and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent Financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Compensation and Benefits Team-Sponsored Launch candidates receive stable income through individual and team sales commissions, and incentive pay structures. Candidates will also be eligible for Thrivent's industry-leading benefits: Medical, dental and vision insurance. Disability, accidental death and dismemberment insurance. 401(k) and pension opportunities. Access to unique tools to engage clients in their community to make a real impact. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or v eteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $39k-75k yearly est. Auto-Apply 60d+ ago
  • Financial Representative State Farm Agent Team Member

    Gregg Hancock-State Farm Agent

    Finance internship job in Bettendorf, IA

    Job DescriptionBenefits: Simple IRA Matching Opportunity for advancement Paid time off ROLE DESCRIPTION: As a Financial Representative State Farm Agent Team Member with Gregg Hancock - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. Join the Gregg Hancock State Farm Agency team as a Financial Representative and make a positive impact on the lives of others while transforming your own life - personally, professionally, and financially. As a Financial Representative, you will work with clients to develop and implement comprehensive insurance and financial plans, helping them understand their current financial situation, plan for the future, and provide the necessary tools and support to achieve their goals. While extensive training and mentorship will be provided, we also value your expertise and encourage you to take ownership of your role. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Build personal and trusted relationships with clients by connecting with them on a deeper level. Develop and implement insurance and financial plans to help clients achieve their financial goals. Benefit from the backing of State Farm, a renowned industry leader with over 20,000 Agents nationwide. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be financial service licensed. Proven experience working as a financial services representative. Ability to connect with people and establish strong relationships. Interest in financial planning. Driven and committed to succeeding. Desire to earn more based on hard work. Passion for helping people make informed insurance and financial decisions. Ready to achieve personal and professional fulfillment. BENEFITS: Competitive commission-based compensation with bonuses. Control over your earnings at any stage of your career. Retirement package. Life insurance. Growth potential/Opportunity for advancement within my office PREFERRED QUALIFICATIONS: Background and work experience in financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military, or community influence. Bachelor's degree from a four-year college or university. Strong interpersonal skills, grit, motivation, and self-starter mentality. ABOUT STATE FARM: At State Farm, we believe that everyone deserves financial security and peace of mind. Our team of Financial Representatives is committed to helping clients achieve their financial goals and make informed decisions about their future. With a rich history in the industry, State Farm is a trusted and respected name in the insurance and financial services sector. Join our team and be a part of our legacy of providing exceptional service and support to our clients. Together, we can make a difference in people's lives and ensure a brighter financial future for all.
    $24k-44k yearly est. 2d ago
  • Financial Aid Representative - Virtual

    Midwest Technical Institute 3.7company rating

    Finance internship job in Moline, IL

    Financial Aid Representative Midwest Technical Institute, an established career college with campuses throughout the Midwest and Mississippi Delta region, is seeking a full time, Virtual Financial Aid Representative. Candidates MUST reside in the State of Illinois to be considered. REPORTS TO: Director of Financial Aid GOAL: To assist a student through the financial aid process in awarding Title IV Funding and speaking to them about payment obligations prior to enrollment at Midwest Technical Institute/Delta Technical College and support them in their ongoing educational progress. QUALIFICATIONs: * Must have a minimum of a High School Diploma or Equivalent. * Excellent computer skills in a Microsoft Windows environment. * Have a professional attitude and manner that reflects the high standards of MTI/DTC and a desire to shape futures. * Strong customer service skills. * Outstanding interpersonal skills including the ability to communicate effectively over the phone. * Ability to communicate and interact effectively with students, parents, staff and faculty. * Have strong organizational skills and detail oriented. * Ability to work in a fast-paced environment * Ability to multi-task and succeed with strict guidelines. * Ability to follow policies and procedures set forth by the Midwest Technical Institute/Delta Technical College's FA Office and Department of Education. * Ability to accept constructive criticism. RESPONSIBILITIES: * Adheres to all State, Federal, and Accrediting standards and regulations, consistent with the highest ethical standards. * Adhere to approved policies and procedures in the conduct of all work related activities. * Conduct all financial aid duties in an ethical and professional manner and in keeping with organizational policies and procedures as well as relevant accreditation requirements. * Attend Open Houses, Graduation Ceremonies, monthly program and staff meetings, staff training, and other required functions. * Speak with prospective and active students and provide assistance in completing the FAFSA and other major forms relating to Title IV Funding. * Supply follow-up communication via phone, mail and email regarding student's financial aid awards. * Follow up with students that miss scheduled appointments to facilitate rescheduling. * Maintaining financial aid records. * Collect relevant documentation to assist in the awarding of Title IV Funding * Keep up to date on Department of Education's policies, procedures, updates, and changes. * Responsible for providing information to the Financial Aid Operations Manager relating to current trends, potential issues and other pertinent information. Payment and Compensation: Competitive wage and compensation packages offered. Midwest Technical Institute is an Equal Opportunity Employer. IND1 Job Type: Full-time Pay: $45,000.00 - $55,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Health savings account * Life insurance * Paid time off * Vision insurance Work Location: Remote
    $45k-55k yearly 19d ago
  • Financial Analyst

    Lincoln Electric Holdings Inc. 4.6company rating

    Finance internship job in Bettendorf, IA

    Lincoln Electric is the world leader in the engineering, design, and manufacturing of advanced arc welding solutions, automated joining, assembly and cutting systems, plasma and oxy-fuel cutting equipment, and has a leading global position in brazing and soldering alloys. Lincoln is recognized as the Welding Expert for its leading materials science, software development, automation engineering, and application expertise, which advance customers' fabrication capabilities to help them build a better world. Headquartered in Cleveland, Ohio, Lincoln Electric is a $4.2B publicly traded company (NASDAQ:LECO) with over 12,000 employees around the world, with operations in 71 manufacturing and automation system integration locations across 21 countries and maintains a worldwide network of distributors and sales offices serving customers in over 160 countries. Location: Bettendorf Req ID: 27859 Pay Range: $65,300 - $92,300 Target Bonus: 8% Summary Lincoln Electric has an outstanding opportunity for a Financial Analyst at our Bettendorf, Iowa Automation site. The Financial Analyst plays a key role in the business activities of the site including all areas related to financial reporting, budgeting and forecasting, and supporting the accounting functions provided by the Lincoln Electric Automation (LEA) Shared Services Center (SSC) as well as maintaining a strong internal control structure. The person in the position must have a proven financial and accounting background to ensure compliance with all the rules and regulations issued by Federal, State and local government. This position has contact with the Finance Manager, Sr. Finance Manager, Local Site Departments (Operations, Project Management, etc.), and Management as well as various corporate departments, customers, and vendors. In addition to competitive pay, Lincoln Electric offers an annual bonus plan, tuition reimbursement, medical/dental/vision, 401(k) with company match, paid time off and many more outstanding benefits! What You Will Do As a Financial Analyst, you will support the US Automation business platform development and implementation, including reporting and tools (i.e. Salesforce, Smartsheet, Epicor, HFM, RPA, SAP BW, etc.) Specific responsibilities include: * Prepare analysis and support to ensure proper project accounting treatment of revenue recognition on both a percentage-of-completion and completed contract basis: including the reporting of job costing, Work In Process reporting, and labor and overhead reporting. * Support the resolution of accounting issues, customer collections, vendor payments, non-routine transactions, invoicing, and other items as required. * Collect, prepare and evaluate analysis to support recommendations to Management and LEA Finance to reduce operating costs and increase efficiency. * Support the budgeting, forecasting, pricing, capital investments, inventory management, and departmental cost activities as well as ad hoc analyses. * Apply an understanding of the financial reporting, general ledger and departmental structures for the Bettendorf site in alignment with all other LEA sites. * Support accurate and timely monthly, quarterly and year end close reporting. * Interface with other departments to verify transaction reporting data and issues. * Perform special projects as needed or directed by management, operations and finance management. * Work in coordination with management and SSC to maintain proper accounting methods, policies and principles in accordance with GAAP, Corporate Reporting Standards, and Internal Controls * Support internal and external audit requests, as needed. * Position is hybrid - 3-4 days per week on site at Bettendorf facility. Education & Experience Requirements * Bachelor's Degree in Accounting or Finance * Previous Internship or Co'op experience; 1 - 3+ years' industry experience strongly preferred. * Excellent communication, organization, and follow-up skills * Excellent computer skills (Intermediate/Advanced Excel required) * Demonstrated proficiency with accounting and reporting systems * High attention to detail and accuracy Lincoln Electric is an Equal Opportunity Employer. We are committed to promoting equal employment opportunity for applicants, without regard to their race, color, national origin, religion, sex (including pregnancy, childbirth, or related medical conditions, including, but not limited to, lactation), sexual orientation, gender identity, age, veteran status, disability, genetic information, and any other category protected by federal, state, or local law. Nearest Major Market: Davenport Nearest Secondary Market: Moline Job Segment: Project Manager, SAP, Welding, ERP, Fabrication, Technology, Manufacturing
    $65.3k-92.3k yearly 23d ago
  • Financial Analyst

    Staffworthy

    Finance internship job in Davenport, IA

    BOUNTY DESCRIPTION Industry: Manufacturing & Production Job Category: Finance / Accounting - Analyst Employer Description Our company, a Fortune 500 company, is a leading provider of aluminum sheet, plate and extrusions, as well as innovative architectural products, that advance the automotive, aerospace, commercial transportation, industrial and building and construction markets. Building on more than a century of innovation, the company helps to transform the way we fly, drive, and build. We are proud that 77% of our employees are happy working for the company and would recommend it as a great place to work and that 80% of our employees would recommend their managers to others. We live our core values and commit to delivering sustainable value to our customers, our employees, our communities and our shareholders. At our company, we: Act With Integrity. We lead with respect, honesty, transparency and accountability. Safeguard our Future. We protect and improve the health and safety of our employees, communities and environment. Grow Stronger Together. We cultivate an inclusive and diverse culture that advocates for equity. Earn Customer Loyalty. We build customer partnerships through best-in-class products and service. Drive Operational Excellence. We pursue continuous improvement through innovation, agility, people development and collaboration. Create Value. We achieve success by generating and growing value for our shareholders. This position is subject to Export Control LawThis position requires access to controlled technology, as defined in the Export Administration Regulations (15 C.F.R. §730, et seq.) and/or the International Traffic in Arms Regulations (ITAR). Authorizations from the relevant government agency may be required to meet export control compliance requirements. Equal Employment Opportunity StatementOur company is an equal opportunity employer that is committed to inclusion and diversity. We take action to ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Job DescriptionOur company, headquartered in Pittsburgh, Pennsylvania, is a leading provider of aluminum sheet, plate and extrusions, as well as innovative architectural products, that advance the ground transportation, aerospace, industrial, packaging and building and construction markets. In 2020, the businesses of the company reported annual revenue of $5.7 billion. Through the ingenuity of our people and cutting-edge advanced manufacturing techniques, we make products that meet quality, efficiency and delivery objectives to achieve customer success and shareholder value. We have an immediate opening for a Financial Analyst who will be responsible for (but not limited to) the following: Provide financial analysis of Davenport Works administrative and manufacturing costs to all levels of plant management, marketing and sales departments, operating departments, and staff departments Provide financial analysis on product costing and customer profitability to plant management and marketing and sales departments Apply analytical skills to interpret financial results and determine issues critical to Davenport Works and the business units success Work with and provide financial support to manufacturing and support departments Support and participate in monthly closing activities, account reconciliations, inventory accounting transactions, inter-company accounting, fixed assets accounting Support and participate in physical inventories, self-assessed audits and compliance testing, annual audits Develop and analyze burden budgets and standard costs Provide monthly financial forecasts and participate in the annual planning processes. Qualifications Basic Qualifications: Bachelors degree in accounting or finance from an accredited institution Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. This position is subject to the International Traffic in Arms Regulations (ITAR) which requires U.S. person status. ITAR defines U.S. person as an U.S. Citizen, U.S. Permanent Resident (Green Card Holder) Political Asylee, or Refugee Preferred Qualifications: Masters Degree MBA, CPA/CMA2 or more years of experience in a Finance or Accounting role, highly preferred in a manufacturing environment Experience with standard costing systems and budgets Advanced Microsoft Excel skills (such as: Pivot Tables, Sum IFs, VLOOKUP) Experience with Enterprise Business Systems (such as Oracle or SAP) Experience with database query tools such as Microsoft Access, Oracle Discovery, Hyperion, Essbase, Smartview and/or other related programs Security Clearance Required: No Visa Candidate Considered: No Full-time Benefits - Full Relocation Assistance Available - No Commission Compensation - No Bonus Eligible - No Overtime Eligible - No Interview Travel Reimbursed - No CANDIDATE DETAILS 5+ to 7 years experience Seniority Level - Associate Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Never
    $47k-68k yearly est. 60d+ ago
  • Financial Analyst - Financial Services

    Robert Half 4.5company rating

    Finance internship job in Moline, IL

    Hot Opportunity Alert! Are you ready to take your career to the next level? We're on the hunt for a Senior Financial Analyst who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking). Why Make the Leap? Incredible Culture: Small family-like environment where ideas are heard, people are valued, and you're not just a number. Endless Opportunity: Be part of a growing, game-changing team where your contributions matter. No "cookie-cutter" days here-your insight will shape projects, reporting, and profitability across the organization. ️ Innovative Team Collaboration: Work with approachable leadership and a dynamic team that's building something extraordinary. Career Growth Awaits: If you have a vision, they'll empower you to act on it. Develop with a company that's willing to innovate and invest. The Role Highlights: ✔️ Be the bridge for financial intelligence-help turn data into actionable insights. ✔️ Dive into analytics-heavy initiatives-profitability, forecasting, budgeting, and month-end processes. ✔️ Collaborate with product and channel managers to refine decision-making tools. ✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results. ✔️ Not just "doing" the work but enhancing and molding the organization's path forward. Remote Flexibility: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. Candidate must be within a reasonable commute to HQ. Why Now? This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you're gainfully employed but looking for somewhere to grow, collaborate, and make an impact-this is it. Let's discover some mutual possibilities Requirements - Candidate must possess at least 3 years of experience in the financial services industry as a Financial Analyst or similar role. - Proficiency in executing Month End Close procedures is essential. - Experience with Accounts Provisioning is required. - Demonstrable skills in Budgeting and Forecasting are necessary. - Must be able to produce Ad Hoc Reporting as per business requirements. - Knowledge of SQL is a significant advantage. - Familiarity with Power BI, Microsoft Power BI, or Power Business Intelligence is highly desirable. - Strong Data Analysis skills are crucial for this role. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
    $43k-64k yearly est. 60d+ ago
  • Federal Tax Services Intern - Winter 2027

    RSM 4.4company rating

    Finance internship job in Davenport, IA

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Examples of the candidate's responsibilities include: Working on a team that focuses on a wide range of tax specialty areas including accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations Completing tax planning and research Preparing federal and state & local tax returns Understanding tax regulations and accounting pronouncements Basic Qualifications: 90 credit hours completed Working towards B.A. / B.S. degree or equivalent from accredited university Accounting Major Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations A minimum 3.0 GPA is preferred Preferred Qualifications: Excellent written and verbal communication skills Strong computer skills, including proficiency in Microsoft Excel Ability to work effectively on a team Ability to work and multitask in a fast-paced environment At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $29 - $34 per hour
    $29-34 hourly Auto-Apply 60d+ ago
  • Financial Analyst (On-Site)

    Kent Worldwide 4.7company rating

    Finance internship job in Muscatine, IA

    Looking to join a U.S. Best Managed Company? KENT Worldwide™ has an exciting opportunity to join our team as a Financial Analyst. This role is a key contributor within our Finance team, responsible for delivering insightful reporting and analysis, supporting budgeting and forecasting processes, and helping drive data-informed decision-making across the organization. As part of KENT Worldwide™, you'll be joining a company committed to innovation, sustainability, and quality, feeding progress in the markets we serve. This position is designed and intended to be performed in Muscatine, IA PRIMARY DUTIES & RESPONSIBILITIES: Report and analyze monthly financial performance with focus on Gross Profit & EBITDA Analyze product line margins and profitability to determine optimum product mix Compare and analyze actual results with budget and forecasts Perform financial budgeting, forecasting, and operational metrics tracking Develop and enhance BI reporting Analyze and initiate KPIs for the business Prepare content for ongoing leadership reviews Support process changes/improvements, system implementations Perform variance analysis, identify trends, and make recommendations for improvements Lead cross functional projects Assist with monthly journal entry and financial close process, as needed Support senior leadership and complete special projects as needed EDUCATION, EXPERIENCE AND/OR QUALIFICATIONS: BA/BS in Finance, Accounting or other related field MBA preferred Minimum of 4-6 years of experience performing a similar role Strong financial acumen & analytical skills Results oriented, with strong initiative, and ability to work independently Excellent communication skills with ability to convey complex financial concepts to non-financial stakeholders Strong Excel, PivotTable, Data visualization/PowerPoint and Power BI skills TRAVEL: Occasional travel for plant visits, meetings, company events as well as participating in physical inventories. Up to 10%
    $52k-71k yearly est. 60d+ ago
  • MESH (Mental, Emotional and Social Health) Coordinator Seasonal Summer Girl Scout Camp - Internship

    Girl Scouts of Eastern Ia and Western Il 3.5company rating

    Finance internship job in New Liberty, IA

    Job Description INTERNSHIP OPPORTUNITIES AVAILABLE IF INTERESTED The MESH Coordinator is responsible for the mental, emotional, and social health of campers. This role involves fostering a supportive, inclusive and nurturing camp environment by providing guidance, education and interventions related to mental health and well-being. The MESH Coordinator collaborates closely with camp leadership, counselors and staff to promote resilience, manage challenges and ensure that everyone at camp feels valued and supported. . Are you passionate about shaping young girls lives? Do you love helping others?! Do you want to make the world a better place? If you are looking for a role where you can make a difference, work as part of a team, and be outdoors we want you to join us! Camp runs from June 13 through August 2, 2024.
    $22k-27k yearly est. 13d ago
  • Financial Advisor

    Direct Staffing

    Finance internship job in Davenport, IA

    We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by our Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. Other: 11. Attend and participate in our meetings, virtual and face to face, as scheduled. 12. Other duties as assigned. Job Requirements: 1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63/65 and/or 66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred. CANDIDATE DETAILS 5+ to 7 years experience Minimum Education - Bachelor's Degree SKILLS AND CERTIFICATIONS Must have Series 7 Must have previous production background Selling Securities Selling Insurance F2F client meetings banking channel experience IDEAL CANDIDATE Team player who is motivated to work with two other Advisors within this setting. We have an FA going on maternity leave, so we can use the additional support covering a current book of business and expect some will be given to the incoming candidate. IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Open to bakcground and companies. Banking background could be helpful. WHY WE'RE A GREAT COMPANY Great benefits, great support, admin support, support of the market their members, great client base, and solid track of production success by all previous advisors. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
    $43k-84k yearly est. 60d+ ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance internship job in Bettendorf, IA

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

    Midwest Technical Institute 3.7company rating

    Finance internship job in Moline, IL

    We are seeking an organized and personable Financial Aid Representative to join our team at our Moline, IL Campus. The Financial Aid Representative plays a critical role in supporting prospective and current students as they navigate the financial aid process. This position is responsible for providing clear, accurate, and personalized guidance on funding options, eligibility requirements, and application procedures. Success in this role requires excellent communication skills, strong attention to compliance and detail, a student-centered approach, and a solid understanding of financial aid regulations. Key Responsibilities 1. Student Support & Communication * Serve as the primary point of contact for students seeking information about financial aid, including grants, loans, scholarships, and payment plans. * Communicate clearly and compassionately with students via phone, email, text, and virtual meetings. * Explain complex financial aid processes in an accessible and supportive manner. * Guide students through FAFSA completion and verification processes, ensuring required documentation is submitted accurately and in a timely manner. 2. Financial Aid Processing * Review and assess financial aid applications to determine eligibility based on federal, state, and institutional guidelines. * Package financial aid awards and communicate details to students clearly and promptly. * Ensure timely processing of all documents and updates in the student information system and financial aid software. * Monitor student records for changes in eligibility, enrollment status, or compliance requirements. 3. Compliance & Regulatory Adherence * Maintain current knowledge of Title IV regulations, institutional policies, and federal/state financial aid guidelines. * Ensure all activities are conducted in accordance with FERPA, DOE standards, and internal audit requirements. * Safeguard student financial data and handle sensitive information with confidentiality and integrity. 4. Collaboration & Team Support * Partner with admissions, student accounts, and academic teams to support a seamless enrollment and financial aid experience. * Participate in team meetings, training sessions, and compliance workshops. * Share feedback with leadership on process improvements, student trends, or recurring concerns. 5. Other Duties as Assigned * Assist with special projects, audits, and departmental goals as needed. * Demonstrate flexibility and a proactive mindset in supporting the overall success of the Financial Aid department and the institution. 6. Exhibit Core Values All employees are expected to consistently exhibit Midwest Technical Institute's core values in their daily interactions and work performance. These values are central to our success and culture, and we expect every team member to embody them. i. Positive Attitude ii. Respect iii. Initiative iv. Dedication v. Excellence Qualifications: Education & Experience ● High School Diploma or Equivalent required ● 2 Years of related work experience required ● Previous work in a financial aid office or related department is a plus. Skills & Competencies: ● Ability to solve problems effectively and efficiently. ● Reliable with strong attendance, punctuality, and follow-through. ● Excellent verbal and written communication skills. ● Customer focused mindset with a professional and friendly demeanor. ● Self-starter who can stay motivated and work well on their own. ● Well-organized and able to manage time and tasks effectively. ● Proficiency with CRM systems, student information systems, and Microsoft Office software. Working Conditions: ● Infrequent Travel to campuses for off-site training - Less than 5% ● Full-Time role with a standard 40-hour workweek, occasional overtime can be required. Compensation & Benefits: ● Salary - $40,000 - $50,000 ● Benefits - o Comprehensive health, dental and vision insurance. o Paid Time Off and Holiday Pay. o 401K Retirement Plan with employer match. o Professional Development Opportunities o Access to wellness programs and resources. ● Other Perks - Possibility of remote work, Professional Development. IND1 Job Type: Full-time Pay: $40,000.00 - $50,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Health savings account * Life insurance * Paid time off * Vision insurance Work Location: In person
    $40k-50k yearly 31d ago

Learn more about finance internship jobs

How much does a finance internship earn in Davenport, IA?

The average finance internship in Davenport, IA earns between $23,000 and $39,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Davenport, IA

$30,000

What are the biggest employers of Finance Interns in Davenport, IA?

The biggest employers of Finance Interns in Davenport, IA are:
  1. Northwestern Mutual
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