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  • Financial Advisor

    Edward Jones 4.5company rating

    Finance internship job in Oak Ridge, NC

    This job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 2d ago
  • Finance Intern

    Aspida Financial Services

    Finance internship job in Durham, NC

    Internship Description : Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we're in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit ************** or follow them on LinkedIn. Who We Are: Sometimes, a group of people come together and create something amazing. They don't let egos get in the way. They don't settle for the status quo, and they don't complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That's the culture, the moxie, and the story of Aspida. Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that's why we're doing things differently than everyone else in our industry. We're dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers. What We Are Looking For: This position is will be within a certain area of the finance team from Tax, Strategy, Controllership, or FP&A. As a broader part of the finance department, this position will have the ability to gain exposure to other functions and high impact projects. This role is required to be onsite 3 days a week at our Durham, NC headquarters. What You Will Do: Budgeting and Forecasting Support Help in the preparation and review of budgets and forecasts. Support variance analysis by comparing actuals vs. budgeted numbers. Account Reconciliation Assist in reconciling bank statements, accounts payable/receivable, and general ledger entries. Identify discrepancies and report findings to senior finance staff. Financial Reporting Help prepare monthly, quarterly, and annual financial reports. Support the team in ensuring accuracy and compliance with company policies. Invoice Processing & Expense Tracking Assist with reviewing and processing vendor invoices and employee expense reports. Ensure documentation accuracy and compliance with internal policies. Market and Competitor Research Conduct basic financial research on market trends, competitors, or investment opportunities. Summarize findings and present to supervisors or team leads. ERP/Finance System Data Entry Enter and maintain data in financial software or enterprise resource planning (ERP) systems like SAP, Oracle, or QuickBooks. Ad Hoc Projects Assist with special projects such as cost-saving initiatives, financial modeling, or data cleanup efforts. What We Provide: Hourly Full-Time hours 9-week summer program What We Believe: At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items. Requirements What We Require: Working towards a Bachelor's degree in Finance or Accounting Analytical, problem solving and organizational skills. Proficiency in Microsoft Word, Excel and Access applications. Clear and concise verbal and written communication skills.
    $33k-48k yearly est. 60d+ ago
  • Summer Intern - Brand Finance - North America

    Kontoor Brands, Inc.

    Finance internship job in Greensboro, NC

    Who We Are: Kontoor Brands is a portfolio of three of the world's most iconic lifestyle, outdoor and workwear brands: Wrangler, Lee and Helly Hansen. Kontoor Brands is a purpose-led organization focused on leveraging its global platform, strategic sourcing model and best-in-class supply chain to drive brand growth and deliver long- term value for its stakeholders. Job Posting: Kontoor Brands Summer Internship Program 2026 | Program Overview Level up your fashion-industry experience with the teams behind Wrangler and Lee jeans, Kontoor Brands! We design, manufacture and distribute superior high-quality products that look good, fit right, and are crafted with respect to our planet to give people around the world the freedom and confidence to express themselves. Above all, our people are our business. Purpose is in our Genes. People are our thread. With a presence in over 60 countries and a legacy that dates back over 200 years, our massive global community is all about integrity, teamwork, performance, and entrepreneurship. We're on the hunt for inclusive, creative, and down-to-earth forward-thinkers passionate about meaningful and purposeful apparel. Belonging starts with Influencers and Advocates. Become a Kontoor Brands Champion. Kontoor Brands' Summer Intern Program is packed with projects, networking socials, cross-functional learning, and the chance to connect with industry trailblazers like our Executive Leadership Team. Previous interns have taken on projects as subject matter experts and social architects to engineer solutions through social media, Go-To-Market strategies, and denim designs. Participants can also take advantage of opportunities to explore interests in Social Issues, Sustainability, Career Fairs, Community Outreach and more. This is a 10-week, full-time paid internship. Start your journey with us and take your career to the next level! Apply to join the common thread and gain so much more! Program Overview: * 10-week term * Full-time paid internship * Must be local or willing to relocate to Greensboro, NC Find Your Fit at Kontoor if you are: * Currently enrolled in an accredited undergraduate program at a College/University and able to receive a paid internship * Eligible to work in the US without restrictions * A demonstrated leader through school, extracurricular activities and/or community involvement * Exceptional at taking on challenges and using your particular set of skills to create solutions * A self-starter, ability to work with others in a team environment, with a passion for helping others * Knowledgeable of Microsoft Office (Excel, Word, PowerPoint, Teams, etc.) Full-time roles are up for grabs when the program concludes. Opportunities are based on performance and business needs. Don't miss out on this amazing experience and jumpstart your career with Kontoor Brands. Project Role: NAM Finance Intern Contribute to the success of Kontoor's financial objectives by supporting the North America & Mexico brand FP&A team in enhancing its reporting, analytics capabilities, and driving projects to completion. Candidates must possess strong financial acumen and technological skills, along with the ability to think critically. The NAM Finance Intern will be partnered with brand FP&A, accounting, corporate FP&A and other finance groups to support business needs across the region. The role will provide opportunities for learning and collaboration with multiple stakeholders and key constituents. The primary responsibilities of the NAM Finance Intern will be to support the NAM brand FP&A team on financial activities including report building, financial analysis, process documentation, and project work. Some specific projects/activities may include: * Run weekly sales and other reporting * Leverage technology skills to create and modify reports in Power BI and AFO * Support the reconciliation of key financial statements and analysis * Develop consistent Global reporting that can be leveraged across regions * Create documentation and training materials around specific financial processes * Take ownership of certain projects and drive them to completion, ensuring accurate and insightful work product(s) Skills for Success: * Currently majoring in finance, accounting, economics or another related field * Proficiency in Microsoft Office, particularly Microsoft Excel * Inquisitive nature; eagerness to learn and contribute * Strong computer and technology skills * Understanding of financial statements including Profit & Loss, Balance Sheet and Cash Flow * Self-starter; ability to work independently and trouble shoot problems * Professional demeanor; strong interpersonal, leadership, problem solving, communication, and time management skills Location Requirements: * Greensboro, North Carolina Why Kontoor Brands? At Kontoor, we offer a comprehensive benefit package to fit your lifestyle. Our benefits are crafted with the same care as our products. When our employees are healthy, secure, and well, they bring their best selves to work. Kontoor Brands supports you with a competitive benefits program that provides choice and flexibility to meet your and your family's needs - now and in the future. We offer resources to support your physical, emotional, social, and financial wellbeing, plus benefits like discounts on our apparel. Kontoor Brands also provides four weeks of Paid Parental Leave to eligible employees who are new parents, Flexible Fridays, and Tuition Reimbursement. We are proud to offer a workplace culture centered on equitable opportunities and a sense of belonging for all team members. Here we have a global workforce of high-performing teams that both unlocks our individual uniqueness and harnesses our collaborative talents.
    $33k-48k yearly est. Auto-Apply 7d ago
  • Commercial Finance Intern - North America

    Align Technology 4.9company rating

    Finance internship job in Morrisville, NC

    Job DescriptionDescriptionAbout The Role This internship is ideal for current college students eager to gain hands-on experience in finance within a dynamic commercial environment. As a Finance Intern, you will support the North America Commercial Finance team, primarily partnering with the sales organization. You'll work across key financial processes and projects, analyze data to deliver actionable insights, assist with financial modeling, and enhance reporting capabilities. This role offers an excellent opportunity to build foundational finance skills while contributing to the success of the business. What You Will Do Join and play an integral role on the North America Commercial Finance team. Conduct financial analysis and modeling to support strategic business initiatives. Monitor financial performance of programs, projects, and products; identify trends and areas for improvement. Assist with month-end close activities and forecasting cycles, including reconciliations and reporting. Collaborate with cross-functional teams (sales, marketing, analytics, operations) to gather data and ensure accuracy in financial forecasts and reports. Prepare and present financial reports and insights to management. What We're Looking For Education: Currently pursuing a bachelor's or master's degree in finance, Accounting, Economics, or a related field. Experience: Prior internship or coursework in financial analysis, accounting, or business preferred. Skills: Strong analytical and problem-solving abilities. Proficiency in Excel (pivot tables, formulas) and general financial concepts. Familiarity with ERP systems (SAP) and exposure to data visualization tools (Power BI) is a plus. Communication: Ability to clearly present findings and collaborate effectively across teams. Teamwork: Comfortable working independently and within a team environment. Qualifications Technical: Advanced Excel skills; familiarity with ERP systems; exposure to data visualization tools. Soft Skills: Attention to detail, time management, strong communication, and a willingness to learn. Nice to Haves: Positive attitude, self-starter mindset, and ability to thrive in a fast-paced environment. ..
    $36k-50k yearly est. 3d ago
  • Intern - Mid-Atlantic Commercial Banking

    First Horizon Bank 3.9company rating

    Finance internship job in Winston-Salem, NC

    **Internship Program Duration** : 10 Weeks - June 1, 2026 - August 7, 2026 **Pay** : $20 Our 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. You will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at First Horizon. Work schedule and number of hours worked per week (minimum: 15 - 25 hours) are flexible, within normal business hours. **The Intern will learn and assist with the day-to-day duties of the Commercial Lending line of business, including:** · Participate in sales and prospect planning · Assist with various lending and underwriting processes · Learn the roles and responsibilities within the Commercial Loan Process · Learn basics of Commercial Banking by reviewing materials and participating in client calls and deal team discussions · Introduction to Financial Statement Spreading · Learn the fundamentals of credit analysis (Five C's of Credit) · Exposure to Risk Rating methodology · Assist in updating credit files in the loan origination system · Perform industry research to assess prospective and existing borrowers · Review monthly, quarterly, and annual financial statements for trends and/or changes in risk profile · Exposure to various team members across the Mid-Atlantic footprint **Qualifications** · Full-time undergraduate student with anticipated graduation date between December 2026 and June 2027 · GPA of 2.75 or above · Strong interest in business and finance, though no specific major or field is required · Resourcefulness, team-oriented, enthusiastic · Entrepreneurial spirit · Demonstrated leadership and self-development (work or campus) · Ability to interface and network with people at all levels of an organization · Strong communication and collaboration skills · Strategic and critical thinking skills **Computer and Office Equipment Skills** Microsoft Office Suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $73k-102k yearly est. 6d ago
  • Financial Advisor

    Pinnacle Financial 4.1company rating

    Finance internship job in Winston-Salem, NC

    At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. * Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. * Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. * Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. * Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. * Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. * Approve loans under approved authority limits. * Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. * Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. * Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. * Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. * Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. * Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. * Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. * Participate in developmental and training activities as well as projects as directed by management. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * College degree is preferred - finance or business-related field. * 10 years' experience in banking/financial services. * Knowledge of consumer and commercial banking products. * Strong knowledge base relative to consumer and commercial loan documents. * Knowledge of compliance and federal banking regulations. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with a strong attention to detail. * Ability to work independently and prioritize daily tasks. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Flexibility and ability to multi-task. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
    $68k-130k yearly est. 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance internship job in Cary, NC

    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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $69k-123k yearly est. Auto-Apply 20d ago
  • Experienced Financial Advisor

    Stone Press Financial Group

    Finance internship job in Winston-Salem, NC

    Job Description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Additionally, through our CPA Advantage program we thrive by fostering mutually beneficial relationships between financial professionals and CPAs. Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy. Answering client questions about financial strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Resilience and humility. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial strategies or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Requirements: Bachelor's degree in business, finance, or related field. 3+ years of sales experience. Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus). Life and health license. Valid drivers license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Experience providing quality financial advice. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124) Powered by JazzHR 3pee48NJHf
    $58k-114k yearly est. 9d ago
  • Entry-Level Financial Advisor - Training Provided

    Stone Press FG

    Finance internship job in Winston-Salem, NC

    Job Description Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $80,000+ OTE Responsibilities: Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Create customized financial plans suitable for each client based on potential life changes and changing financial needs Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: Exemplary communication skills, math skills, relationship skills, and customer service skills are vital A Bachelor's degree in business administration, finance, or a related field is required Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Bachelor's Degree a must, sales experience and/or financial internships a plus. A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. You are personable and caring, with a natural ability to connect and communicate with others. Enthusiastic, high energy, and positive attitude. Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. Must have excellent communication and interpersonal skills. Quick learner who is comfortable in a fast-paced, dynamic environment. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
    $80k yearly 25d ago
  • Financial Advisor - Allegacy Federal Credit Union

    Atria Wealth Solutions

    Finance internship job in Winston-Salem, NC

    Credit Union Financial Advisor - Allegacy Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Allegacy Federal Credit Union in Winston-Salem, NC would allow you to join the Investment Program at Allegacy Federal 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 Allegacy Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members 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 Allegacy Federal Credit Union for financial solutions. This position will offer: * The ability to service an existing book of business upon hire [IF APPLICABLE] * The ability to build a strong client base with the credit union's exceptional referral system * Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals [IF APPLICABLE] * The opportunity to find new clients via the credit union's member 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 credit union'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 Allegacy Federal 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, Allegacy Federal Credit Union. Tracking # 1-05026674 Pay Range:$45,000 - $75,000 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.
    $45k-75k yearly 6d ago
  • Financial Analyst

    North Star Staffing Solutions

    Finance internship job in Greensboro, NC

    North Star Staffing Solutions, Inc. As one of the most experienced staffing firms in Denver Colorado, North Star Staffing Solutions prides itself on exceptional services and relationships we've built over the years. Our dedication to satisfying our clients' needs is driven by a passionate team of dedicated staff with over 10 years of experience. We have continued to provide the recruiting and staffing expertise our clients expect and they have acknowledged over and over again that our services are integral to their success. Our mission is to bring great people and great organizations together. This is the foundation that has made us who we are today. We understand the changing dynamics of today's workplaces and the landscape of the economy. Our talented staff is from the area and therefore understands the people, the culture, and the various backgrounds of our candidates. This is what puts us one step ahead when it comes to selecting the right fit for your organization. Job Description The Financial Analyst will provide detailed analysis to the Sales team regarding region performance, customer order forecast support, and various ad-hoc reporting needs. Prepare monthly and periodic reporting Support the monthly forecasting process driving continuous improvement to reduce variances Manage the monthly forecast process of various accounts Develop financial models and complete special projects and analysis as requested Develop trend analysis to determine the effectiveness of Sales compensation programs Collaborate with key business partners (Finance, Sales, HR) to improve the Sales compensations program effectiveness Collect financial and other data from numerous sources and translate into concise reports for senior leadership Responsible for the development and implementation of all Sales Compensation Programs (Commission, Bonus, and other Sales Incentive Plans) Provide monthly expense data to Sales Leadership for review and analysis Develop and analyze budgets that allocate current resources and estimate future financial requirements Review sales transactions for consistency with policies and procedures. Qualifications Bachelor's degree (Finance or Accounting preferred). Financial analysis experience in a manufacturing/auditing environment is preferred but not required. 3-5 years of experience in financial analysis. Robust attention to detail and ability to comprehend/interpret difficult data and communicate it in a simple way across functional groups. Strong attention to detail, highly organized Experience with leading process improvements Solid written, verbal, presentation communication skills. Ability to multi-task critical projects at the same time while reprioritizing. Advanced problem solving and analytical skills Progressive skills in MS Office package (Excel, Word, Access, and PowerPoint). Expertise in SQL is a plus. Aspiration to work in a fast-paced environment, while managing multiple competing priorities. Additional Information All your information will be kept confidential according to EEO guidelines
    $50k-76k yearly est. 60d+ ago
  • Financial Analyst

    Mindlance 4.6company rating

    Finance internship job in Burlington, NC

    Contract employee to provide short-term assistance in Corporate Financial Planning and Analysis department. Responsibilities will include accounts payable related functions (coding of invoices and payment research), report generation and duties related to the accounting month-end close. Additional Information Pushkaraj Hachibatti | Mindlance, Inc. | Office- ************
    $53k-70k yearly est. 16h ago
  • Senior Living Management Intern

    LCS Senior Living

    Finance internship job in Chapel Hill, NC

    About the program The Senior Living Management internship will be a full-time (40 hours/week) opportunity for 12 weeks from May to August. The Senior Living Management Intern is responsible for assisting the Executive Director and Administrator in the overall administration of the community. They will also handle special projects for the Executive Director and Senior Leadership team members at the community. Experience is Everything. At LCS, experience is everything. We provide you the opportunity to use your talents in a progressive, growing organization that makes a positive difference in the lives of the seniors we serve. If you are seeking an organization that gives back, you'll love working here. Our principles and hospitality promises define our company culture. LCS employees can be found participating in volunteer activities, getting involved in our committees or collaborating with team members in our innovative workspace. You'll find several opportunities to grow as a professional, serve the community, and enhance the lives of seniors. What You'll Do: * Attend and participate in department head meetings, care plan meetings, daily health center "stand up" meetings, board meetings, and other resident meetings as requested by the Executive Director. * Make weekly environmental rounds (plant, kitchen, environmental services). * Assist Administrator in preparing for yearly fire-safety and resident care survey inspections in the Health Center and Assisted Living areas. * Conduct audits on a variety of Health Center documentation, including resident charts, MARs, TARs, pain assessments, etc. * Attend interviews, counseling sessions, trainings and other personnel meetings. * Attend marketing events as requested by the Executive Director. * Prepare monthly financial variance reports for the Executive Director. * Complete a variety of projects as prescribed by the Executive Director. What We're Looking For: * Currently enrolled in a college or university program * Strong communication, problem solving, and collaboration skills * Eagerness to learn and contribute to a mission-driven organization * Ability to work full-time (40 hours/week) throughout the 12-week program Why join us? * Hands-on experience in a professional environment * Mentorship and exposure to senior leadership * Opportunities for networking and career development * Meaningful project work that makes an impact * Competitive hourly rate: $22/hour Our Commitment LCS creates living experiences that enhance the lives of seniors. You'll see this commitment in our people. They're talented, dedicated professionals who truly care about residents, with each conducting his or her work with integrity, honesty and transparency according to the principles of LCS. We strive to help every community succeed-strengthening available resources, establishing proven practices that lead to long-term growth and value for those living in, working for and affiliated with the community. Check us out on our website: ************************* A POST-OFFER BACKGROUND CHECK, INCLUDING REFERENCES IS REQUIRED. LCS IS AN EQUAL OPPROTUNITY EMPLOYER.
    $22 hourly Auto-Apply 60d ago
  • Intern - Service Delivery Analyst

    Labcorp 4.5company rating

    Finance internship job in Durham, NC

    At Labcorp, we believe in the power of science to change lives. We are nearly 70,000 people across 100 countries who are harnessing science for human good. Our work combines unparalleled diagnostic laboratories, drug development capabilities and commercial innovations. Together, we fuel scientific breakthroughs and deliver more than 160 million medical test results that help guide treatment decisions, accelerate patient care and change lives. Join us in our pursuit of answers. Labcorp 2026 Global Internship Program Exciting Internship Opportunity - Service Delivery Analyst Intern in Durham, North Carolina! Join Labcorp's 2026 Global Internship Program and take the first step toward a meaningful career in healthcare innovation! We're looking for motivated students to be part of a dynamic 12-week paid internship where you'll work on impactful projects and gain real-world experience, all while supporting our mission to improve health and improve lives. Internship 2026 Dates: May 18, 2026 - August 7, 2026 About the Program: As a Labcorp intern, you'll be immersed in hands-on work that complements your academic background. In addition to your project work, you'll gain valuable exposure to Labcorp's global business, culture, and leadership through: Enterprise-wide learning experiences that introduce you to key business functions across Labcorp Leadership exposure and visibility, including direct interaction with senior leaders An immersive, in-person intern event June 2-4, 2026 designed to connect you with peers and deepen your understanding of our mission Senior leader speaker sessions offering insights into strategy, innovation, and career growth Continuous opportunities to connect and grow, from intern cohort communication channels and LinkedIn Learning resources to professional development sessions and storytelling opportunities that highlight your internship journey Connection to Labcorp's inclusive culture through engagement with our employee resource groups (ERGs) and values-driven community initiatives Dedicated mentoring connections to guide your growth, provide career advice, and support your internship journey Internship Details Duration: 12 weeks, full-time Dates of Internship: May 14, 2026 - August 7, 2026 Location: Durham, North Carolina Hours: Monday-Friday, 40/hrs week Eligibility: Preferred candidates are rising juniors and seniors (Dec 2026 through June 2028 graduation) who are currently enrolled in a relevant degree program; however, all current students pursuing related studies are encouraged to apply. Why Labcorp? In 2025, we welcomed over 300 interns across our global offices. As part of the 2026 cohort, you'll join a diverse community of future leaders working to shape the future of diagnostics, biopharmaceutical lab services, corporate functions, and healthcare delivery. Ready to make a difference? Apply now to launch your career and create real impact for patients worldwide. #FutureofLabcorp About the Team: The Business Relationship Manager and Business Analyst team and Service Delivery Teams provides a range of services to Biopharma Laboratory Services to deliver projects. The team covers the full delivery process of clinical projects from Requirements, User Acceptance Testing and full delivery of projects to production and then provides maintenance and support of the various applications. Internship Assignment Summary: Assist the various Teams in tracking project delivery information, financial information, assist with capturing Business ROI projections, assist with Monthly Metrics across Business Units. Build skills and knowledge in all areas of the Delivery process to gain a better understanding of functions Demonstrate Microsoft Office skillset with Powerpoint presentations, Graphs, etc. Education/Qualifications/Skills: Working towards bachelor's degree in microbiology, chemistry, biochemistry, biology or Medical Laboratory Science (Preferred), or other bioscience related majors Preferred December 2025 or May 2026 graduates Demonstrated ability to work effectively in fast paced high-volume environment and while prioritizing and manage multiple tasks Basic computer knowledge and data entry skills; experience with Microsoft Office applications preferred Strong communication skills; both written and verbal High level of attention to detail This position is not eligible for visa sponsorship Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please click here. Labcorp is proud to be an Equal Opportunity Employer: Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. We encourage all to apply If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site or contact us at Labcorp Accessibility. For more information about how we collect and store your personal data, please see our Privacy Statement.
    $27k-41k yearly est. Auto-Apply 13d ago
  • Financial Analyst

    Computech Corporation 4.3company rating

    Finance internship job in Winston-Salem, NC

    Required Job Skills & Years of Experience for Each: 1. Advanced computer skills experience with Microsoft applications (1-3 yrs) 2. Proven success in analytical and organizational skills coupled with an attention to detail (1-3 yrs) 3. Proven success working well with minimal supervision (1-3 yrs) 4. Proven ability to clearly and concisely communicate with internal and external personnel (1-3 yrs) • Team player with ability to work through others on team • Drive self-development and continuous learning through coaching and feedback • Apply knowledge of key customer financial indicators to evaluate alternative courses of action Additional Job Description: The Finance Customer Management Coordinator contributes to the success of PBC by driving cash flow and managing relationships with internal and external PBC customers. Required to identify, analyze and solve customer concerns in a timely and effective manner. Review product detail and cost on our invoices, compare those to the receiving detail in a customer portal, identify and track their findings. Understand and follow documentation with the A/R system and PBC workflow tool and partner with others to identify and recommend root cause resolution. Possess strong analytical and Microsoft Excel skills to resolve large sets of data. Demonstrate initiative for expanding own skill set and knowledge of business Additional Information Must have Bachelors,Excel,SAP,Accounting Experience.
    $51k-76k yearly est. 16h ago
  • Treasury and Finance Analyst

    Kayser-Roth Corporation 4.5company rating

    Finance internship job in Greensboro, NC

    🌟 Now Hiring: Analyst - Treasury & Finance Operations 🏢 Department: Finance | Reports To: Controller Are you a detail-oriented finance professional looking to grow your career in Treasury and Finance Operations? Join Kayser-Roth Corporation, a leader in apparel manufacturing, and become a key part of a team that values accuracy, collaboration, and innovation. 💼 About the Role We're looking for an Analyst - Treasury & Finance Operations to support our Finance team with daily cash management, forecasting, and reporting. You'll play a vital role in managing cash flow, reconciling accounts, maintaining loan schedules, and partnering across departments to ensure financial accuracy and efficiency. This position also supports our Accounts Receivable function, ensuring timely processing and reconciliation of customer payments and related transactions. 🔑 What You'll Do Manage and post daily cash activity in SAP. Perform monthly bank reconciliations and resolve discrepancies. Monitor activity with third-party factoring partners and ensure proper reconciliations. Track and reconcile loan balances, interest, and credit facilities. Prepare short- and long-term cash flow forecasts and analyze trends. Create and maintain cash flow reports and dashboards for leadership. Partner with internal teams to improve processes and drive automation. Required Skills 🎓 What We're Looking For Bachelor's degree in Finance, Accounting, or related field. 2+ years of experience in treasury, accounting, or financial operations. Proficiency in Microsoft Excel and SAP ERP systems. Strong analytical and organizational skills. Excellent communication and problem-solving abilities. Experience with cash flow forecasting and financial reporting. 💡 Why You'll Love Working Here At Kayser-Roth, you'll be part of a collaborative and innovative Finance team that values accuracy, teamwork, and growth. We offer a supportive environment with opportunities to expand your skills and contribute to meaningful financial initiatives.
    $49k-64k yearly est. 54d ago
  • Commercial Finance Intern - North America

    Align Technology 4.9company rating

    Finance internship job in Morrisville, NC

    Job DescriptionDescriptionThis internship is ideal for current college students eager to gain hands-on experience in finance within a dynamic commercial environment. As a Finance Intern, you will support the North America Commercial Finance team, primarily partnering with the sales organization. You'll work across key financial processes and projects, analyze data to deliver actionable insights, assist with financial modeling, and enhance reporting capabilities. This role offers an excellent opportunity to build foundational finance skills while contributing to the success of the business. Join and play an integral role on the North America Commercial Finance team. Conduct financial analysis and modeling to support strategic business initiatives. Monitor financial performance of programs, projects, and products; identify trends and areas for improvement. Assist with month-end close activities and forecasting cycles, including reconciliations and reporting. Collaborate with cross-functional teams (sales, marketing, analytics, operations) to gather data and ensure accuracy in financial forecasts and reports. Prepare and present financial reports and insights to management. Education: Currently pursuing a bachelor's or master's degree in finance, Accounting, Economics, or a related field. Experience: Prior internship or coursework in financial analysis, accounting, or business preferred. Skills: Strong analytical and problem-solving abilities. Proficiency in Excel (pivot tables, formulas) and general financial concepts. Familiarity with ERP systems (SAP) and exposure to data visualization tools (Power BI) is a plus. Communication: Ability to clearly present findings and collaborate effectively across teams. Teamwork: Comfortable working independently and within a team environment. Technical: Advanced Excel skills; familiarity with ERP systems; exposure to data visualization tools. Soft Skills: Attention to detail, time management, strong communication, and a willingness to learn. Nice to Haves: Positive attitude, self-starter mindset, and ability to thrive in a fast-paced environment. ..
    $36k-50k yearly est. 3d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance internship job in Durham, NC

    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.
    $500 weekly Auto-Apply 20d ago
  • Intern - Mid-Atlantic Commercial Banking

    First Horizon Corp 3.9company rating

    Finance internship job in Winston-Salem, NC

    Internship Program Duration: 10 Weeks - June 1, 2026 - August 7, 2026 Pay: $20 Our 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. You will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at First Horizon. Work schedule and number of hours worked per week (minimum: 15 - 25 hours) are flexible, within normal business hours. The Intern will learn and assist with the day-to-day duties of the Commercial Lending line of business, including: * Participate in sales and prospect planning * Assist with various lending and underwriting processes * Learn the roles and responsibilities within the Commercial Loan Process * Learn basics of Commercial Banking by reviewing materials and participating in client calls and deal team discussions * Introduction to Financial Statement Spreading * Learn the fundamentals of credit analysis (Five C's of Credit) * Exposure to Risk Rating methodology * Assist in updating credit files in the loan origination system * Perform industry research to assess prospective and existing borrowers * Review monthly, quarterly, and annual financial statements for trends and/or changes in risk profile * Exposure to various team members across the Mid-Atlantic footprint Qualifications * Full-time undergraduate student with anticipated graduation date between December 2026 and June 2027 * GPA of 2.75 or above * Strong interest in business and finance, though no specific major or field is required * Resourcefulness, team-oriented, enthusiastic * Entrepreneurial spirit * Demonstrated leadership and self-development (work or campus) * Ability to interface and network with people at all levels of an organization * Strong communication and collaboration skills * Strategic and critical thinking skills Computer and Office Equipment Skills Microsoft Office Suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $20 hourly 6d ago
  • Hedging Analyst Intern

    Aspida Financial Services

    Finance internship job in Durham, NC

    Internship Description : Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we're in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit ************** or follow them on LinkedIn. Who We Are: Sometimes, a group of people come together and create something amazing. They don't let egos get in the way. They don't settle for the status quo, and they don't complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That's the culture, the moxie, and the story of Aspida. Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that's why we're doing things differently than everyone else in our industry. We're dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers. What We Are Looking For: This internship offers a hands-on opportunity to contribute to our hedging program while working alongside quants, analysts, and developers. You'll help assess market risk and develop innovative solutions to mitigate it. We're looking for someone who thrives in a fast-paced environment, is eager to learn, and wants to apply technical skills to real-world financial challenges. This role is ideal for candidates pursuing advanced degrees in financial engineering, mathematics, statistics or related technical fields who want to explore the intersection of programming, analytics, and market risk mitigation. What You Will Do: Assist in the development and refinement of hedging models, primarily focused on equity derivatives, with exposure to other asset classes. Analyze market trends and communicate insights that inform strategy. Support the team by optimizing processes related to hedging and risk utilizing artificial intelligence when appropriate. Support back-testing of strategies to enhance pricing and valuation frameworks. Build practical experience in a fast-moving environment, sharpening your programming and analytical skills through meaningful contributions. What We Provide: Hourly Full-Time hours 9-week summer program What We Believe: At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items. Requirements What We Require: Working towards a Master's or Bachelor's degree in Mathematics, Actuarial Science, Economics, Computer Science, or related technical field Proficiency in SQL, R, Python or other programming language is required. Analytical and problem-solving skills Clear and concise verbal and written communication skills Self-starter with a willingness to learn
    $30k-44k yearly est. 60d+ ago

Learn more about finance internship jobs

How much does a finance internship earn in Elon, NC?

The average finance internship in Elon, NC earns between $28,000 and $57,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Elon, NC

$40,000
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