Finance internship jobs in Erie, PA - 3,387 jobs

MFA is currently searching for a Financial Analyst to work in the Asset Management Department in our New York office. The primary function of this position is to provide analytical support to asset managers who oversee commercial properties in New York and Washington, DC. The position will report to the Director, Asset Management. Responsibilities Financial Modeling: Prepare and maintain property cash flow models in Argus Enterprise to support budgeting, valuation and investment decision making. Prepare and maintain investment models in Excel to calculate investment returns and cash flow waterfalls. Budgeting: Participate in the annual budgeting process. Review materials prepared by operating partners and property managers. Prepare summary schedules. Help prepare asset management plans for presentation to senior management. Leasing: Gather and analyze market data to understand each property's position in the market. Support asset managers to ensure properties are competitively priced relative to their competitive set. Prepare net effective rent calculations to evaluate leasing proposals. Valuation: Gather and organize materials used to support property valuations. Interface with third-party appraisers and brokers, respond to questions. Lender Reporting: Assist with requests related to lender reporting, such as preparing cash flow projections to ensure compliance with DSCR and LTV covenants. Argus Administration: Manage Argus user access, organize property models and scenarios; oversee annual software renewals. Tax Certiorari: Gather information for tax certiorari attorneys to assist with real estate tax appeals. Property Inspections and market tours: Periodically accompany asset managers on site visits to develop relationships with the property management & leasing teams, evaluate the condition of the property, housekeeping and grounds and tour competitive assets. Dispositions: Assist asset managers with dispositions. Gather and organize property information; help prepare materials for pitchbooks and deal rooms; help evaluate purchase offers. Attend industry events to learn about innovative technologies, market trends, etc. Process Improvement: Identify areas for improvement in processes that involve data collection, manipulation, report automation and analysis across various asset management platforms (NavigatorCRE, Prophia, Chatham Debt Manager, and emerging AI tools). Qualifications One to three years' experience working for a commercial real estate company, institutional real estate investor or financial institution, focused on commercial real estate. Ability to read and understand key real estate agreements, including leases, management and leasing agreements, and partnership agreements. Strong analytical skills. The ability to gather, organize and clearly summarize information. Bachelor's degree in real estate, business administration, finance, accounting, economics from an accredited institution. Experience with multi-tenant office buildings. Strong proficiency with Microsoft Excel and Argus Enterprise. Familiarity with data visualization tools including Power BI and Tableau. Ability to communicate clearly and concisely both orally and in writing. Independent and self-motivated, but able to function well in a collaborative, collegial environment. Well organized with attention to detail. Solid employment references. Willingness and ability to travel, as necessary.

Mid-Level Associate - Structured Finance Experience Required: 2-6+ years Compensation: 235,000-420,000 Bar Admission: Must be admitted or eligible for admission in New York About the Role: An AmLaw 100 firm is seeking a highly motivated and skilled Associate with 2-6+ years of experience to join their team focusing on Structured Finance, Asset-Backed Lending, and Private Securities Offerings. This role involves advising on complex financial transactions, drafting and negotiating key documents, and ensuring compliance with regulatory requirements. The position offers exposure to a wide range of capital markets transactions, including CLO, ABS, and CMBS structures. Key Responsibilities: Advise on private securities offerings, Securitization, and/or Structured Lending transactions. Draft and negotiate transaction documents such as credit agreements, indentures, and offering memoranda. Manage due diligence and closing processes for complex financing deals. Ensure compliance with applicable laws and regulations throughout transactions. Support structuring and execution of CLO, ABS, and/or CMBS transactions (experience in these areas is a plus). Qualifications: J.D. degree from an accredited law school with strong academic credentials. 2-6+ years of experience in Private Securities Offerings, Securitization, or Bank Lending (including Syndicated and Asset-Backed Lending). Strong drafting, negotiation, and analytical skills with ability to manage multiple projects. Prior experience at a reputable law firm required; CLO/ABS/CMBS experience is a plus. Ability to thrive in a fast-paced, client-focused environment. Why Join? Work with one of the most respected structured finance teams in the country. Exposure to cutting-edge transactions and high-profile clients. Competitive compensation and benefits package. Clear path for career growth and advancement. Ready to Apply? If you're ready to take the next step in your career and join a team working on some of the most sophisticated transactions in the market, submit your application today!

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.

Primary Office Location:4220 William Penn Highway. Monroeville, Pennsylvania. 15146.Join our team. Make a difference - for us and for your future. Virtual Financial Advisor Business Unit:WM - FNIS Reports to:Director of Sales and Service Position Overview: The Virtual Financial Advisor (VFA) is responsible for transitioning clients with lower total invested assets from advisors' books of business to own rep code. The VFA will work to further develop the relationship by learning a client's individual financial needs and supplying appropriate investment products and services. This position is responsible for all functions of Investment Services for assigned accounts. The VFA should be client centric and enjoy developing mutually beneficial relationships with a wide variety of clients. Most client interaction will be virtual. Primary Responsibilities: Act as main contact in a sales and service capacity for phone assigned clients, ensuring a heightened level of customer service. Maintaining superior and courteous service to promote broker dealer relationship and expand wallet share within customer relationships. Collect and analyze information regarding the client risk tolerance, long- and short-term goals, income, assets, investments, and debts; determine which products best meet the client needs and circumstances. Advise the client regarding the advantages, risks, and disadvantages of different investment opportunities. Execute book of business transactions. Prepare and complete paperwork as needed. Enter trades for clients. Prepare client illustrations, managed portfolios, reports, etc. for sales presentations and appointments. Operate within Broker Dealer Compliance guidelines. Maintain client files. Follow Broker Dealer standards to enter and keep client communication notes current in Broker Dealer operating platform and FNBIS CRM system. Develop and maintain deep product knowledge. Contact various product partners to obtain specific information regarding investments, annuity contracts and advisory accounts. Complete, process and perform appropriate follow up for all documentation required for new business and account servicing. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level BA or BS preferred Must be comfortable working in an online environment Demonstrated sales and client discovery process Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: FINRA Registration Series 7, 63 & 65 or Series 7 & 66 Life & Health Insurance License Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Are you seeking a challenging intern experience in a dynamic organization and employee-centered culture? Are you interested in working for a growing financial institution where your performance may be recognized? Would you like to join a company that is dedicated to making a noteworthy impact in our community? If you answered "yes" to one or more of these questions, do not miss an opportunity to consider joining our team at FHLB Cincinnati. General Summary: FHLB Cincinnati is looking for an Enterprise Risk Analyst Intern to join our team. The Enterprise Risk Analyst Intern provides financial, economic, and risk management analyses utilizing financial modeling software programs, advanced Excel tools, and other sophisticated reporting programs in support of the FHLB's financial and credit risk management. Principal Duties and Responsibilities: Researches, develops, and implements analyses and projects related to all aspects of risk analysis, assessment, and reporting, with primary focus on model and credit risk. Assists in the evaluation, development, implementation and maintenance of new or enhanced processes and reports. Performs other routine office duties and special projects as assigned by management. Qualifications: Knowledge at a level normally acquired through completion of a Bachelor's Degree in business with coursework in finance, accounting, and economics. One year in a Master's Degree program in Economics, Applied Mathematics, Statistics, or Business Administration with concentration in finance, economics, or quantitative analysis is desirable. Proficiency in use of personal computer, including advanced skills utilizing Excel. Proficiency with business intelligence software (e.g., Tableau) and/or statistical software (e.g., R, Stata, Python) is preferred. Exposure to the financial services industry and financial modeling practices and systems is preferred. Familiarity with general risk management, internal audit, and/or compliance practices is preferred. Understanding of relevant Generally Accepted Accounting Principles, especially those related to financial institutions, mortgage securities, and derivatives. High degree of initiative and independence to produce effective and timely work, including development of the position's responsibilities. Effective verbal and written communication skills including interpersonal skills necessary in order to interact effectively with internal contacts. Working Conditions: Normal hybrid office environment with flexibility. Apply NowShare Save Job

A well-established and rapidly growing insurance brokerage is seeking an Employee Benefits Underwriter / Financial Analyst to support the analysis and placement of group medical, dental, life, and ancillary coverages. This role is ideal for someone with a strong analytical background who thrives in a collaborative and fast-paced client service environment. Prior experience in employee benefits underwriting or analytics is preferred. The Job: Analyze client healthcare and benefits plan performance data Conduct plan modeling and forecasting to support client renewals and marketing Build and evaluate financial exhibits and benchmark reports for employer groups Assist in developing alternative funding strategies and plan design recommendations Prepare and present client-ready deliverables, including renewal strategies and market comparisons Collaborate with account managers, producers, and carrier partners to meet client needs The Company: National Scope: A top-tier brokerage platform with expansive market access and in-house expertise Client-Centered Mission: Known for delivering tailored solutions and long-term client relationships Growth & Development: Opportunities to expand your knowledge, gain exposure to diverse markets, and grow your career Entrepreneurial Spirit: Fast-paced, acquisition-driven environment where innovation is encouraged Comprehensive Benefits: Competitive salary, full benefits package, and advancement potential within a rapidly scaling firm If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.

We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day. Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes. The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one. In this role you will: Support the execution of live transactions and client mandates Prepare presentation materials for clients and prospects Research various industries, companies and market trends Analyze financial statements and corporate SEC filings Manage internal proprietary databases to support internal and client decision making Assist in executing transactions, including due diligence and coordinating with external parties and client teams Other duties and projects as assigned Your impact: In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets. Contributors to your success: Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and Strong interpersonal, verbal, and written communication skills Self-starter mentality with superior work ethic and the ability to learn new concepts quickly Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy Superior analytical and technical capabilities Advanced proficiency in Microsoft Excel and PowerPoint Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.) Previous experience in credit or financial statement analysis The ability to work with large amounts of data and understand causal relationships Willingness to obtain, or have obtained, FINRA registration (Series 79) About Chatham Financial: Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visitchathamfinancial.com. Chatham Financial is an equal opportunity employer.

💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time) 🎯 Perfect for Recent Grads! Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry! ⚠️ Contract Position - 3 months duration 📋 What You'll Do: Review and approve money movement transactions 💸 Provide world-class customer service 🌟 Work with Morgan Stanley branch associates Apply risk policies to prevent fraud 🔒 Stay current on SEC/FINRA compliance rules 📚 🎓 What We're Looking For: Recent college graduates or equivalent experience Basic experience with Microsoft Suite 💻 Strong communication and interpersonal skills 🗣️ Attention to detail and organizational skills 📊 Ability to learn new systems quickly ⚡ 🌟 Why This Role? Fast-paced, high-quality work environment Team collaboration with critical thinking Exposure to compliance and risk management Technology and project experience Excellent entry point into finance career! 💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨

Overview (Hybrid In Cincinnati - 2-3 Days onsite per week) The Financial Analyst supports financial planning, forecasting, and analytical efforts to help drive informed business decisions. This role partners with business leaders to evaluate performance, identify trends, and provide actionable financial insights that support strategic and operational initiatives. Key Responsibilities Analyze financial results and trends to support management decision-making Support budgeting, forecasting, and long-range planning processes Provide financial analysis and scenario support to evaluate alternatives and assess potential outcomes Develop and maintain financial models to support planning and operational analysis Partner with cross-functional teams to translate financial and operational data into actionable insights Prepare recurring and ad-hoc management reports and presentations Assist with special projects and analytical initiatives as needed Preferred Experience & Background 2+ years of experience in FP&A, finance, or analytical roles Bachelor's degree in Finance, Accounting, or a related field Strong analytical, problem-solving, and organizational skills Ability to clearly communicate financial insights to finance and non-finance stakeholders Advanced Excel skills; experience with financial systems or BI tools preferred What We Offer Competitive salary and benefits Opportunities for professional growth and advancement Collaborative, supportive work environment Strong focus on work-life balance

Preparation of various general ledger journal entries. Prepare monthly reconciliations for accounts receivable. Prepare monthly or quarterly reconciliations for various other balance sheet accounts. Completion of cash collection schedules for all business written. Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts. Assist in the calculation and reporting of liability treaty reinsurance amounts. Process Concur payments for various Reinsurers. Prepare Ad-hoc reports in excel as needed. Prepare other reconciliations as assigned. Providing additional support with special projects or Audit requests. Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work. Requirements: Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required. Minimum of one year experience in accounting/finance or related field. Strong verbal and written communication skills. Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness. Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously. Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).

Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success. Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years. Our offices have onsite fully equipped state of the art gyms for employees at zero cost. Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few. We have been consistently rated a "Fastest Growing Company" by Inc. Magazine. Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024. Granite was recently named One of Forbes Best Employers for Diversity. Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more. If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you. EOE/M/F/Vets/Disabled General Summary of Position: We're looking for a talented sales intern to work alongside our sales professionals who will focus on new business development by selling our voice and data telecommunication products and services to C-level and Director level decision makers. If you are a highly driven, self-motivated individual, with a positive attitude, and competitive spirit, then Granite will provide you an exciting and lucrative career opportunity. You will get the training, support and environment needed to succeed. You will be the driving force for securing new customers and new business regionally for Granite across North America. Duties and Responsibilities: Assisting team members with administrative tasks Learning and incorporating sales skills from and into their own sales environment Learning the products we sell and understand Granite as a company Producing and/or editing written reports for team members Prospecting new clients via cold calling Gain knowledge of using CRM- Salesforce Participating in independent sales tasks and strategies Participating in a sales intern role play competition #LI-ND1 #LI-N1

Intern - Logistics Analyst Job ID: 554165594 Lightpath is one of the largest competitive local exchange carriers in the tri-state area. Weown and operate our infrastructure "from the ground up" by deploying over 20,000 route miles connecting 13,500 on-net/LIT buildings. With a strong portfolio of cutting edge solutions for Internet, WAN, Voice, SD-WAN, Security & Cloud services, we enable Enterprise customers of all sizes the ability to react to new challenges while developing best practices for the future. With Lightpath's continued focus on network excellence and a "customer first" service commitment, we are building a workforce of the best talent that will meet the needs of our customers and reflect the diverse communities we serve. We're looking for interns who are eager to learn, contribute, and grow in a collaborative environment. As an intern, you'll have the opportunity to: Work closely with team members on meaningful projects that drive results. Collaborate across departments, gaining exposure to different areas of the business. Explore and apply AI tools and technologiesas part of project work and problem-solving. Be an active part of a supportive, team-oriented culture. Contribute fresh ideas and take ownership of tasks that make an impact. Job Summary We are seeking a motivated Logistics Analyst Intern to support our Logistics team. The intern will assist in building reports, analyzing warehouse operations, and enhancing supply chain functions. This position offers an excellent opportunity to gain practical experience in logistics and supply chain management within a fast-paced telecommunications environment. Responsibilities Assist in collecting, organizing, and analyzing logistics and supply chain data. Support the development of reports to monitor warehouse performance and inventory levels. Help identify process improvement opportunities within warehouse and supply chain operations. Collaborate with team members to support ongoing projects and initiatives. Gather insights to help optimize supply chain efficiency and effectiveness. Qualifications Eligible candidates should be entering their senior year of an undergraduate program or be recent graduates of an undergraduate or master's program. Candidates must be local to one of our office locations. Bethpage NY, NYC, Golden CO, Wakefield MA, White Plains NY. Currently pursuing or recently completed a degree in Logistics, Supply Chain Management, Business Administration, Data Analytics, or related field. Strong analytical and problem-solving skills. Proficiency in Microsoft Excel and data visualization tools such as Tableau or Power BI. Experience with creating dashboards and visual reports to communicate data insights effectively. Knowledge of data analysis tools (e.g., SQL, Python, R) is a plus. Excellent communication and teamwork skills. Detail-oriented with the ability to work independently. Lightpath is an Equal Opportunity Employer committed to recruiting, hiring and promoting qualified people of all backgrounds regardless of gender, race, color, creed, national origin, religion, age, marital status, pregnancy, physical or mental disability, sexual orientation, gender identity, military or veteran status, or any other basis protected by federal, state, or local law. Lightpath collects personal information about its applicants for employment that may include personal identifiers, professional or employment related information, photos, education information and/or protected classifications under federal and state law. This information is collected for employment purposes, including identification, work authorization, FCRA-compliant background screening, human resource administration and compliance with federal, state and local law. This position is identified as being performed in/or reporting to company operations in New York State. The pay range at the time of posting in the specified locations is $18.00 - $20.00/hour. Pay ranges are supplied in compliance with New York State law. Pay is competitive and based on a number of job-related factors, including skills and experience.

The Pennsylvania Department of Transportation is excited to announce its search for enthusiastic college students to participate in the 2026 Summer Employment Program! This unique internship opportunity allows students to engage in a variety of projects across multiple disciplines, including communications, data management and analytics, fiscal management, engineering, planning and research, archaeology, and much more. The program is thoughtfully designed to enhance your professional development, enabling you to apply your academic knowledge to real-world challenges while working alongside passionate teams dedicated to maintaining and improving Pennsylvania's transportation infrastructure. If you are eager to expand your skills, gain valuable experience, and contribute to meaningful initiatives, we encourage you to submit your application today! DESCRIPTION OF WORK This internship will play a crucial role in enhancing business and data analytics efforts, while also providing valuable support for project management activities. Interns will be tasked with the preparation and coordination of presentation materials, including slides and speaking notes, for the Deputy Secretary and Chief Engineer. Additionally, responsibilities will extend to updating SharePoint sites, aiding in the management of performance metric systems, and contributing to the Maintenance-IQ platform. Interns will also have the opportunity to engage in a variety of projects that span across the entire Deputate, thereby gaining comprehensive exposure to the operational dynamics of the organization. Work Schedule and Additional Information: Full-time internship that will run from May 2026 through August 2026 Work hours are 8:00 AM to 4:00 PM, Monday - Friday, with a 30-minute lunch. Telework: You may have the opportunity to work from home (telework) part-time up to 3 days per week. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the headquarters office in Harrisburg. The ability to telework is subject to change at any time. Additional details may be provided during the interview. You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices. REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY QUALIFICATIONS Internship Requirements: Must be currently enrolled or intending to enroll FULL-TIME or PART-TIME in a two-year degree, bachelor's degree, or advanced program for the fall semester. Acceptable major of Business, Business Analytics, Data Analytics, Project Management, or a closely related major. Must be a Pennsylvania resident or currently enrolled at a Pennsylvania college or university. In good academic standing (as defined by a GPA of 2.0 or higher) Must be at least 18 years of age Additional Requirements: You must be able to perform essential job functions. If you do not meet these requirements but are still interested in a summer position with PennDOT, please see the Student Summer Worker job posting to explore additional job opportunities. For example, if you intend to enroll in college for the first time in the Fall, you may be eligible for a Student Summer Worker position in DOT's Summer Employment Program! How to Apply: Resumes, cover letters, and similar documents will not be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education). If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable. Your application must be submitted by the posting closing date . Late applications and other required materials will not be accepted. Failure to comply with the above application requirements may eliminate you from consideration for this position. Veterans: Pennsylvania law (51 Pa. C.S. *7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to ************************************************ and click on Veterans. Telecommunications Relay Service (TRS): 711 (hearing and speech disabilities or other individuals). If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date. The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.

Internship HBKS Wealth Advisors, a regional, independent personal financial planning and wealth management firm, is seeking an Intern for its Retirement Plan Services Group. This position will be based out of our Fort Myers, Florida office. This individual will work as part of a national practice that provides advice and consulting to the firm's corporate client sponsoring qualified retirement plan such as 401(k)s. The Retirement Plan Services Group currently advises on approximately 250 retirement plan sponsors representing thousands of participants and over $500 million in retirement plan assets. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is one of the nation's largest accounting and business consulting firms. Long-term, significant opportunities for professional advancement and promotions within HBKS Wealth Advisors exists for talented team members. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Intern. DESCRIPTION Typically, full time however HBKS understands that students may need to attend classes during their internship and will provide a flexible schedule if needed. At HBKS, the firm's internship program is designed to provide a valuable and challenging "hands-on" learning experience, to develop an understanding of the firm, the wealth advisory profession, and to enhance the intern's formal education. You will accomplish this by: Working with the retirement plan services team on a range of administrative tasks. Assisting with case analysis for new perspective client opportunities. Working with various tools and databases that the firm subscribes to help identify prospective clients in the various markets where HBK/HBKS has a presence. Helping to produce quarterly reports for the firm's retirement plan services clients. Performing other tasks as delegated. REQUIREMENTS & QUALIFICATIONS Must be Junior or Senior status majoring in finance, accounting, statistics, or economics Must currently be enrolled (accredited school) and be in good academic standing Actively pursuing or interested in pursuing CFP Must possess excellent computer, communication, and interpersonal skills Must be team player Must pass an employment background check Must have the ability to work at least 20 hours per week, but this opportunity can be up to 40 for those who desire such Upon successful completion of the internship, students may be presented with a verbal offer for a second internship (juniors), or with a full-time offer of employment (seniors) followed by a formal written offer letter. HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Erie Federal Credit Union in Erie, PA would allow you to join Erie Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Erie Federal Credit Union supports the local community and you will be joining 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 Erie Federal Credit Union for financial solutions. This position will offer: The ability to service an existing book of business upon hire 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 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 TruStage, 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, Erie Federal Credit Union. Tracking # 1-05026674 Pay Range:40000 - 60000 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.

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

Financial Advisor - VC is responsible for the development of new business on the financial services platform and maintaining relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances. The Financial Advisor- VC will also discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status. Essential Functions • Develop new business on the financial services platform • Retain existing business • Initiate contacts for developing and closing new business • Conduct securities buying and selling • Develop and meet with prospects to explain Northwest's investment services • Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status • Maintain an ongoing relationship with existing customers to retain and develop business • Develop a high community profile • Utilize Northwest office network for referrals and prospects • Ensure mailing lists are maintained and participating in marketing initiatives and campaigns • Conduct educational meetings as required • Communicate on the development of new business accounts • Administer certain client accounts as required • Assist with setting personal goals and targets • Meet and/or exceed annual production guidelines • Cultivate potential referrals from existing clients, Retail Offices, Northwest's departments and centers of influence in the community • Complete financial profiles and accurately analyze customer needs and prepare proposals • Recommend products and services accordingly, taking into account all available alternatives • Perform presentations, meetings, and seminars with prospects • Finalize new agreements and all supporting new account documentation with customers • Cross-sell other Northwest products and services • Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis • Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives) • Provide required reporting on a timely basis • Monitor client accounts on an ongoing basis • Review customer account transactions daily • Coordinate customer documentation and agreements • Schedule client meetings on a periodic basis • Conduct regular investment/relationship reviews as required to retail client relationship, and securities buying and selling as directed by client (licensed representatives) • Complete timely buying and selling (licensed representatives) • Oversee/schedule client distributions / bill payments • Review financial / investment markets daily • Ensure total document and data integrity • Develop a high community profile • Initiate and author client correspondence • Assure accurate information passed to Operations • Oversee system coding on individual accounts • Adhere to stated fee schedules • Minimize nonstandard fee schedules Additional Essential Functions • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency • Work as part of a team • Work with on-site equipment Additional Responsibilities • Assist with setting personal goals and targets • Recommend improvements to sales and procedures • Recommend new marketing initiatives / potential new business opportunities • Recommend additions to product and services offerings • Complete special projects as they are assigned Safety and Health for Supervisors without Direct Reports • Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program • Consistently and fairly enforce safe work practices • Ensure that each employee knows what to do in the event of an emergency QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's Degree Finance / related degree preferred Work Experience 6 - 8 years relevant experience General Employee Knowledge, Skills, and Abilities • Ability to establish effective working relationships among team members and participate in solving problems and making decisions • Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written • Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information • Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information • Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Ability to analyze financial data Knowledge of mutual funds, stocks and bonds Knowledge of investment markets, general economic fundamentals and available products and services Knowledge of Custodian Accounts Knowledge in Investments, IRA's and Estates Knowledge of Fiduciary, ERISA and brokerage account types Knowledge of Employee Benefits Licenses and Certifications Series 7 In relevant states Upon Hire And Life/Acc/Health in relevant states Upon Hire And Series 63 In relevant states Upon Hire And Series 65 In relevant states Upon Hire Or Series 66 In relevant states Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Job Description The Office of Advancement supports the donor community by aligning charitable interests with opportunities at Chautauqua Institution. The Donor Relations team provides behind-the-scenes support for events, celebrations, and programs. There are multiple events each day. Last-minute changes are part of the daily work routine. About Your Compensation Compensation for this position starts at $16.00/Hour, and with demonstrated experience and qualifications, candidates may earn up to $17.50/Hour. About Your Work Day Donor Relations Greet and assist visitors to the Office of Advancement, handle phone calls, direct inquiries, and provide information as needed. Assist with preparation, set-up, execution, and take-down of events. Greet and assist with check-in of guests to events. Utilize a golf cart to transport guests and staff. Assist with invitations and RSVPs for events. Hand-deliver invitations, gifts, and other correspondence to various locations within the Institution's grounds. Communications and Marketing Assist with writing and placing recognition articles in The Chautauquan Daily newspaper, including editing copy and organizing digital files. Assist with writing content for digest newsletters that summarize events. Assist with office mailings and correspondence, maintaining a high standard of professionalism and attention to detail. Data Management Efficiently and accurately manage multiple event RSVPs through phone and email communication. Utilize Raiser's Edge software to input, update, and meticulously track event information. About Your Schedule While you will confirm your final schedule with management at the time of an interview and offer of employment, you should generally anticipate the following schedule options for this position: The typical work schedule is Monday- Friday, 9:00 am- 5:00 pm; however, there are some evening events which would require a flexible schedule. About Referral Program Chautauqua Institution's Referral Bonus Program is a talent solution to recruit, develop, and retain a diverse workforce that encompasses all the skills and experience necessary to deliver on our goals and objectives. Chautauqua Institution will provide a $500 referral bonus (less taxes) for active employees referring a new candidate who is hired and remains employed for at least 90-days from the first physical date of work. In the case of seasonal positions working less than 6-months, the new candidate must remain actively employed for at least 30-days from the first physical date of work and until the closing date of the season. The closing date of the season is the last Sunday in August. About Living on the Grounds No employer-provided housing is available for this position. Applicants should plan to secure independent housing or reside within a commutable distance. About Chautauqua Institution Chautauqua Institution is a not-for-profit global convener of dialogue on the most significant issues of the day through engagement across four pillars of the arts, education, religion, and recreation. The Chautauqua community is located on the shores of Chautauqua Lake in southwestern New York State and comes alive each summer with a unique mix of visual and performing arts, lectures, interfaith worship/programs, and recreational activities. Chautauqua Institution owns and operates Chautauqua Hotel Company, a comprehensive hotel, food & beverage, conferencing, and events organization. Discovering Your Chautauqua Experience There are countless ways that our talent will engage with our mission, vision, and diverse communities, and you are invited to immerse yourself in our programming as a gateway to this experience. Employees will receive a traditional Chautauqua gate pass, free of cost, which provides access to many of our programs at the Amphitheater. Our Commitment to IDEA Chautauqua Institution values Inclusion, Diversity, Equity, and Accessibility (IDEA) as a priority in our strategic plan, 150 Forward. One of our five core values is “The dignity and contributions of all people.” We are committed to creating conditions where everyone can engage as complete and valued participants in the Chautauqua experience. The Institution is an equal opportunity employer committed to equitable and inclusive hiring practices. Applicants and employees will not be discriminated against based on any status protected under federal, state, or local law. We especially welcome applications from those who can demonstrate experience, engagement, and professional expertise in IDEA. Joining Our Talent Community Join our talent community online at CHQ.org/employment. You are encouraged to learn more about Chautauqua Institution at CHQ.org and view the 150 Forward Strategic Plan at 150fwd.CHQ.org.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management , you will be based in Philadelphia, PA. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. + Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. + Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. + Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management **Competencies** Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. **Work Experience** Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.