Financial Advisor
Finance internship job in San Diego, CA
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you 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
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
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
2026 Private Equity Summer Analyst
Finance internship job in San Diego, CA
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Application deadline: Rolling basis
The team you'll join
StepStone's Private Equity (PE) team diligences and invests in opportunities across the private equity landscape. The team will invest directly in companies alongside other sponsors, complete LP and GP-led secondary transactions, and evaluate primary investment capabilities on behalf of StepStone's advisory and discretionary clients. Through analysis of leveraged buyout deals and funds, StepStone's PE team works across a wide array of industries and capital structures.
About the role
StepStone is looking for highly motivated undergraduate students graduating between December 2026 and June 2027 to join our Private Equity team as Summer Analysts. This internship offers an exciting opportunity to gain hands-on experience across the private equity industry. By analyzing leveraged buyout and growth investment strategies, Summer Analysts will gain a broad exposure to diverse industries and capital structures, while developing familiarity with a wide range of private equity funds and approaches.
What you'll do
As a Summer Analyst, you'll work collaboratively in a team environment to conduct due diligence, financial modeling and preparation of investment memorandums across our investment verticals: private equity fund investments, co-investments, and secondaries transactions. You'll also have the opportunity to contribute investment recommendations and present them to the Firm's Investment Committee.
Key responsibilities
Analyze and conduct diligence on co-investment opportunities and secondary transactions
Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis
Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across stages (i.e., buyout, venture capital/growth equity, distressed/credit, etc.), industries and geographies
Conduct due diligence on potential fund investments (team, strategy, performance), and synthesize findings in an investment memorandum to be presented at the Firm's Investment Committee
Speak with senior executives to gather insights regarding the style and effectiveness of target fund managers
Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors
Construct an argument around an opinion and effectively communicate that argument
What we're looking for
Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
Undergraduate student graduating anywhere from December 2026 through June 2027
GPA of 3.2 or higher
Strong proficiency in Microsoft Word, PowerPoint and Excel
Excellent written and verbal communication skills
Demonstrable analytical capabilities, including strong quantitative/modeling skills
Collaborative mindset with a proactive and team-oriented approach
Why join us?
At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in private equity.
Click here to learn more about the intern experience.
Salary: $30/hr
The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees.
Application deadline: Rolling basis
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplySummer Intern, Finance Candidate Pool - San Diego
Finance internship job in San Diego, CA
San Diego, CA, United States **Launch Your Finance Career-Join Hologic's Summer Internship Program!** Ready to kickstart your future in corporate finance, FP&A, internal audit or accounting? As a Hologic Intern, you're not just picking up a summer job-you're joining a global team of creative, driven people who genuinely care about making a difference. Our internship experience is designed to help you shine, learn from the best, and work on projects that matter.
**What you'll be up to during your 10-12 week adventure:**
+ Dive into real-world projects in one of our finance functional areas: Corporate Accounting, FP&A, Treasury, Divisional Finance, Finance Operations, or Internal Audit
+ Analyze data, solve problems, and help drive smart business decisions
+ Get hands-on with budgeting, forecasting, reporting, or auditing (depending on your placement)
+ Collaborate with teammates and learn how finance powers innovation in healthcare
+ Present your work, ideas, and recommendations to leadership (don't worry, we love questions!)
**Who we're hoping to meet:**
+ You can work full-time during the summer (May/June - August/September).
+ You're currently working on your Bachelor's degree, with at least one semester left after the internship.
+ Your major is in Accounting, Finance, or Economics.
+ You're heading into your senior year.
+ You know how to get your point across, whether you're writing or speaking.
+ You have strong organizational, problem-solving, and analytical skills.
+ You're a natural leader and make smart decisions independently.
+ You're friendly, enjoy working with others, and can build relationships easily.
**Location, pay & other important details:**
+ You can work onsite at our San Diego, CA campus. **Heads up:** intern housing, relocation, and housing stipends aren't provided, so you'll need to have your living situation and transportation sorted out.
+ Pay range: $23 - $25 per hour, based on your class standing and operational function.
+ The chance to work with a team that's genuinely invested in your growth.
+ Networking, mentorship, and skill-building opportunities-all designed to help you thrive.
**Take your internship to the next level at Hologic!**
On top of hands-on experience in your field, our College Relations team will hook you up with opportunities to learn about the company, meet leaders, and build the skills you'll need to launch your career. Consider this your backstage pass to the future of healthcare innovation.
**_Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans._**
\#LI-EK1
Finance/Accounting intern
Finance internship job in San Diego, CA
Job Description
La Jolla LASIK Institute
Business/Accountant/Finance Intern
Un-paid Internship
La Jolla LASIK Institute - La Jolla, California
Un-paid Internship
Description
HELP US TAKE LA JOLLA LASIK INSTITUTE TO THE NEXT LEVEL!
Our interns have participated in the Academic Internship Program (AIP) and received credit for their internship through UCSD.
"As CEO of La Jolla LASIK Institute, I am looking for a talented and experienced finance intern to learn to manage and lead a finance team. The successful individual in this critical position will learn how to be responsible for the oversight, administration and hands on running of an overall finance team. Learning from the bookkeeper and CEO, the decisions you learn to make and effectiveness you demonstrate will be a vital factor in any future company's performance. As we significantly grow our LASIK practice during the next few years, financial reporting and decision-making will have a big impact on the company's overall success,” Angela Nahl, MD, CEO
At La Jolla LASIK Institute, we are committed to our core values:
World Class Results
Personalized Care
Professionalism
Sincerity
These values are alive at our company and we live them every day while pursuing our purpose of “We don't just improve vision. We make dreams come true.”
For the ideal candidate looking for something special and who can answer "yes" to all of the following questions, this is the opportunity for you.
• Do you love numbers and metrics?
• Do you live by the expression “Say what you are going to do and do what you've said?”
• Can you balance listening and understanding with the need to be firm?
• Are you comfortable and confident in a high-profile role within the organization?
• Is it more important for others to respect you than to necessarily be your friend?
• Do you hate office politics as much as we do?
• Are you seeking an atmosphere of open and direct communication, clear and mutually established priorities and expectations, and a culture of performance and accountability?
• Are you professional and results driven?
• Are you committed to win?
• Do you exceed people's expectations on a regular basis?
• Do you have a passion to succeed?
• Do you want to make a big mark on the success of our company that can clearly be seen by everyone?
• Do you want to work at a company that is driven to reshape its industry?
If you answered "yes" to these questions, we want to meet you!
Our Company:
La Jolla LASIK Institute is a successful locally-owned and privately-funded eye institute. With a highly personalized and medically world-class system of patient care, La Jolla LASIK Institute makes dreams come true for people frustrated with the limitations of glasses and contact lenses. While many LASIK companies have gone out of business or are struggling mightily, La Jolla LASIK continues to grow and is positioned to continue to more than double revenues again this year.
The Position:
La Jolla LASIK Institute is seeking a business and finance intern. This position will be hands-on in all financial and business reporting aspects of our company. The business and finance intern will be expected to be a useful voice in business and financial planning. As the company grows, the intern will have the opportunity to learn and grow into more responsibility.
Learn to take on the following Responsibilities:
Develop, create, and track daily, weekly, monthly, quarterly and yearly key performance indicators.
Ensure all electronic and paper filing systems are current and well organized.
Create a new budgeting process that also tracks actual expenses.
Analyze current software, recommend any changes and implement recommendations.
Work with bookkeeper to ensure accuracy of financial statements.
Complete special projects and additional duties as required.
The ideal candidate will be able to make and implement many of the above decisions on his/her own once competency has been demonstrated to senior management.
Assist clinic with administrative tasks, eg. organizing patient ledgers
At La Jolla LASIK Institute, your values, abilities, and demonstrable track record of success are more important than direct experience. The ideal candidate will fit the following criteria:
Major in Accounting, Economics, Management Science, Mathematics, or Statistics preferred.
Strong ability in Excel
Experience with Quickbooks a plus but not required
Previous experience in accounting
Great communication skills
Excellent analytic skills and strong attention to detail.
Strong computer skills, specifically with GSuite programs
Location:
La Jolla, California
ID:
844406
Employer:
La Jolla LASIK Institute
Posting Date:
September 14th, 2018
Expiration Date:
September 14th 2019
Division:
Ophthalmology, Optometry, Health Care, Medicine
Organization Description:
La Jolla LASIK Institute
Desired Major(s):
Economics, Mathematics, Math-Computer Science, Business Analytics, Management Science, Applied Mathematics, Rady MBA, Master Business Analytics, Master Finance, Leadership of Healthcare Organizations, Data Science and Engineering, Master Business Administration, Master of Finance, Graduate Students, Grad student, Applied Math, Data Science
Desired Minor(s):
Accounting, Business, Management Science, Math-Computer Science, Mathematics (Applied), Economics, Mathematics Education, Mathematics
Job Function:
Administrative, Consulting, Engineering, Entrepreneurship, Financial Services, Healthcare, Management Information Systems, Management/Administration, Marketing/Sales, Operations/Logistics, Public Relations/Advertising, Writing/Editing
Duration:
1 year minimum
Approximate Hours Per Week:
10
Desired Start Date:
October 10th, 2018
Salary Level:
Unpaid
Contact Information
Apply through hiring portal only.
Phone calls and emails are not accepted.
Additional Documents
Cover Letter, Unofficial Transcript, Other Documents
Documents Required
Cover Letter, Unofficial Transcript, Other Documents
Requested Document Notes
cover letter, transcript, resume, and a joke
Travel Percentage
No Travel
Important Dates
Posted On:
September 14th, 2018
Application Deadline
September 14th, 2019
Apply through hiring portal only.
Phone calls and emails are not accepted.
Finance & Accounting Intern
Finance internship job in San Diego, CA
Job Title:
Intern, Finance and Accounting
Reports to:
Senior Director, Finance and Accounting
, LLC
Tang Capital Management, LLC (Tang Capital) is an investment firm with offices in San Diego and New York.
Position Summary
The Finance & Accounting Intern is responsible for supporting the Finance and Accounting team with a variety of projects, data entry, financial reporting, and month-end close responsibilities. This role provides the opportunity to gain hands-on experience in accounting, financial analysis, and investment operations, with direct exposure to Tang Capital's real estate tax lien certificates investment portfolio and broader asset portfolio.
Essential Duties and Responsibilities
Assist with the month-end close process, including preparing journal entries and reconciliations under supervision
Create and maintain financial models to support portfolio and transaction analysis
Support preparation of internal financial statements and related schedules
Research accounting guidance and assist in determining appropriate treatment of transactions
Help account for public and private capital transactions
Manage and track cash flow between internal entities
Assist with treasury activities, including monitoring cash movements and maintaining records
Support annual financial statement audits and other compliance requests
Collaborate with internal teams on ad hoc projects and reporting requests
Demonstrate proficiency with Microsoft Excel and contribute to data organization and reporting
Execute other duties as assigned
Qualifications
Actively pursuing a Bachelor's Degree in Accounting, Finance, or related field with intent to obtain CPA license
Minimum 3.5 GPA preferred
Strong academic foundation with coursework in accounting and/or finance
Highly organized with strong attention to detail and accuracy
Proficiency in Microsoft Excel; familiarity with Word, PowerPoint, and Access a plus
Excellent written and verbal communication skills
Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines
Willingness to learn and adapt in a fast-paced environment
Interest in pursuing a career in accounting, finance, or investment management
Rotational Banking Intern - San Diego, CA
Finance internship job in San Diego, CA
California Bank & Trust's Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are currently looking for our next class of Rotational Banking Interns. This 8-week full-time is available for current college students.
California Bank & Trust's Summer Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy.
Each intern will rotate through various departments, allowing students to gain experience in several areas of banking and explore different career alternatives and choices. Duties include but are not limited to: conducting industry research, preparing client prospect lists, assisting with credit presentations, and observing the process of spreading financial statements and underwriting loans.
The internship experience also includes several networking events with executives and other managers around the Bank, professional development and training sessions, case studies, overviews of various areas of the Bank, and social events.
The combination of hands-on assignments, programmed trainings, and events provides each intern with a well-rounded summer experience.
Former interns have gained exposure to areas such as:
Commercial Banking
Finance
Real Estate
Minimum Qualifications:
Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter).
Interests in business and banking/finance
Broad application of general business practices
Ability to meet deadlines, possess creative thinking and solve problems
Self-confidence and willingness to make recommendations
Intermediate knowledge of Windows and the Microsoft Office Suite Products
Effective customer service and communication skills
Local California candidates preferred
Please apply no later than October 31st to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout late October and early November.
This position is eligible to earn a base rate of $20/hr.
College Financial Representative, Internship Program
Finance internship job in San Diego, CA
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.
Auto-ApplyWealth Advisor Associate Intern
Finance internship job in San Diego, CA
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team ! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor's degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP!
As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You're articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as Wealth Advisor Associate Intern:
Work with a high-performing & growth-oriented team of advisors
Provide technical and financial support to the advisor team
Contribute to research projects
Create client presentation materials
Be exposed to ongoing client service, sales presentations, and new client onboarding
Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions
What You Bring as Wealth Advisor Associate Intern:
Self-starter with a proactive approach to asking questions and problem-solving
Basic knowledge base across investments, economics, accounting, and financial planning
A desire to learn more about the wealth management industry
Excellent attention to detail, multi-tasking, and time management skills
Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
Outstanding ability to communicate, present, and influence your team
Requirements :
Graduation date in the Spring of 2027
Able to commit 15-29 hours a week throughout your Senior year
Start date in May 2026
Job Type : Part-time, hourly, non-exempt
Location : This position is based out of our office in San Diego. This is an in-office position.
Salary : $22/hour
Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!
Auto-ApplyAnalyst - Financial
Finance internship job in Temecula, CA
Job Title: Analyst - Financial
Classification: Full Time, Exempt
Salary Range: $65,000 - $100,000
NBS has standard office hours of Monday through Friday 8 a.m. - 5 p.m. PST with the option to work a Compressed Work Week (9/80) schedule.
Summary:
NBS is currently seeking an Analyst - Financial in our District Management Consulting Group. This position will assist in the administration of Special Financing Districts including data management, financial analyses, calculation of taxes and assessments, and client services.
Essential functions:
Data Collection and Analysis: Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis. Conduct data validation and ensure the accuracy and completeness of data before analysis. Review and manage large datasets, ensuring consistency and integrity throughout the process. Effectively evaluate and interpret financial, accounting, and legal data. Perform regular audits to ensure data integrity and implement corrective actions when necessary.
Report Generation and Presentation: Compile findings into clear, well-organized reports and presentations for senior team members and clients. Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs. Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations. Review and cross-check reports to ensure consistency and quality across all deliverables.
Client Support: Develop and maintain professional relationships with clients and their assigned representatives. Provide timely data-driven responses to management and client inquiries during project phases. Assist in client meetings, offering insights or explanations regarding data findings and conclusions. Collaborate with senior team members to ensure client deliverables are met and align with project objectives.
Project Coordination and Management: Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met. Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency. Identify potential risks, or issues, and escalate them to senior team members for resolution.
Knowledge/Skills/Abilities:
Ability to learn how to analyze and interpret statutes and regulatory codes.
Establish and maintain effective client relationships.
Possess excellent organization skills and time management skills.
Advanced proficiency in Microsoft Office, specifically Excel.
Ability to analyze complex sets of data within various program platforms.
Excellent written and verbal communication skills.
Ability to identify and escalate issues beyond the current level of expertise.
Must display attention to detail and to be meticulous and accurate in handling large data sets.
Ability to adjust and manage competing priorities.
Education may vary; a degree in business, public administration, finance, or IT is preferred.
NBS Benefits:
We offer a full line of benefits including the following:
Employee Stock Ownership Program - 100% Employee Owned
401k Plan with a generous employer match
Medical and Dental Insurance coverage is paid in full for the employee.
Paid Vacation, Sick, Holidays, and Volunteer time.
Life insurance covering the employee in the sum of $100,000, is paid in full by NBS.
Short- and long-term disability insurance for the employee is paid in full by NBS.
About NBS:
NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST , to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.
Financial Analyst - Mid
Finance internship job in San Diego, CA
We are seeking a detail-oriented and proactive Mid-Level Budget Analyst to join our finance team. In this role, you will support budgeting, forecasting, financial planning, and variance analysis for departmental and organizational budgets. You will collaborate with internal stakeholders to provide financial insights and ensure fiscal responsibility in alignment with strategic goals.
Experience Description:
Assist in the preparation, formulation, and justification of multi-year budget estimates for acquisition and sustainment programs in accordance with DoD financial guidance.
Monitor and track the execution of funds across various appropriations (RDT&E, Procurement, O&M, etc.)
Conduct analysis and reconciliation of financial data to support program managers, IPT leads, and financial leadership.
Support budget exhibits, Program Objective Memorandum (POM) submissions, and Congressional budget justifications.
Prepare financial reports, obligation/expenditure benchmarks, and ad hoc data calls.
Track and update spend plans, monitor burn rates, and provide recommendations for reprogramming actions or adjustments.
Utilize tools such as Navy ERP
Requirements:
3 years' experience support Navy with financial management
Secret clearance or ability to obtain clearance
Education:
Bachelor's degree in any discipline
Benefits:
Health insurance (Medical, Dental, Vision)
401(k)
Paid time off
Life Insurance
Personal Financial Rep I,II,III (Murrieta Madison)
Finance internship job in Murrieta, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
• This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
• Processes consumer and real estate loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Addresses difficult member situations and resolves in a positive manner.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting.
ENVIRONMENTAL CONDITIONS
• Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range (Hourly):
Personal Financial Rep l:
$19.7490 - $24.6863
Personal Financial Rep ll:
$21.5468 - $26.9339
Personal Financial Rep lll:
$23.9440 - $29.9300
Auto-ApplyFinancial Representative
Finance internship job in San Diego, CA
Job Description
Financial Sales Advisor - Newport Beach, CA
Who We Are:
Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services.
If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.
You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.
Who we are seeking:
Ideally, 1-2+ years of sales or business development experience
Local natural market & strong prospecting ability (cold calling, networking, etc.)
History of success (can be in sales, sports, education, etc)
Energized by mentorship & collaboration
Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:
Licensure: CA Life & Health, SIE, Series 7 & Series 66
*Licensing will need to be obtained*
Responsibilities:
Build and maintain strong relationships with clients to understand their financial needs and objectives
Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies
Stay up-to-date on market trends, economic conditions, and investment products
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Compensation & Perks:
Supplemental Salary, Commissions, Bonuses & Rewards programs
Vast array of broker/dealer & investment advisory platforms
Dedicated transition support & firm leadership opportunities
Product specialists support & Practice management coaches
Flexible scheduling, company-paid luncheons/events
Expected Pay: $55,000.00 - $75,000.00 per year
Benefits:
Flexible schedule
Professional development assistance
Referral program
Compensation package:
Bonus opportunities
Commission pay
Weekly schedule:
Monday to Friday
Work setting:
In-person
Office
Personal Financial Rep I,II,III (Murrieta Madison)
Finance internship job in Murrieta, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
• This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
• Processes consumer and real estate loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Addresses difficult member situations and resolves in a positive manner.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting.
ENVIRONMENTAL CONDITIONS
• Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range (Hourly):
Personal Financial Rep l:
$19.7490 - $24.6863
Personal Financial Rep ll:
$21.5468 - $26.9339
Personal Financial Rep lll:
$23.9440 - $29.9300
Auto-Apply2026 Marketing and Communications Summer Analyst
Finance internship job in San Diego, CA
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Application deadline: December 12, 2025
About the role
StepStone is seeking a highly motivated, detail-oriented and creative intern to join our global Marketing & Communications team for an 10-week paid summer internship in our La Jolla, CA office. This is a unique opportunity to contribute to a dynamic, global team while gaining valuable, hands-on experience in a rapidly growing company. We are looking for a team-player who can get things done and multi-task.
What you'll do
In this internship, you will achieve a broad and inside view of a growing private markets firm and expand your research, writing, communications and people skills in a fast-paced, real-world setting. You will help research, develop, write and track key Communications initiatives including research papers, podcasts, PR, social media and more.
Key responsibilities
* Maintain thought leadership forward look calendar
* Update management report with abstracts for whitepapers
* Conduct market research on peers and relevant third-party publications
* Review whitepapers-format/language
* Help draft email campaigns, podcast summaries, social media
* Assist in maintaining and supporting marketing platforms (Seismic, Salesforce, SharePoint)
* Support the review of firm branded materials, including updating PowerPoint decks rebranding slides and correcting formatting errors
* Coordinate meetings and conference calls
What we're looking for
* Graduate from university in December 2026 or Spring 2027
* Pursuing a degree in communications, marketing or related field
* Must be able to work in person in La Jolla office 3x/week
* Excellent written communications skills
* Willing to learn/ask questions, demonstrate attention to detail
* Promote a positive, team-oriented attitude
* Possess the ability to work independently with minimal supervision
* Manage time effectively, follow up on relevant issues
* Understanding of Microsoft Office suite
* Willing to learn and grow
* Professional verbal and written communication skills
Why join us?
At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in marketing space in Private Markets.
Click here to learn more about the intern experience.
Salary: $30 / hour
The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees.
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplySummer Intern, Finance Candidate Pool - San Diego
Finance internship job in San Diego, CA
Launch Your Finance Career-Join Hologic's Summer Internship Program!
Ready to kickstart your future in corporate finance, FP&A, internal audit or accounting? As a Hologic Intern, you're not just picking up a summer job-you're joining a global team of creative, driven people who genuinely care about making a difference. Our internship experience is designed to help you shine, learn from the best, and work on projects that matter.
What you'll be up to during your 10-12 week adventure:
Dive into real-world projects in one of our finance functional areas: Corporate Accounting, FP&A, Treasury, Divisional Finance, Finance Operations, or Internal Audit
Analyze data, solve problems, and help drive smart business decisions
Get hands-on with budgeting, forecasting, reporting, or auditing (depending on your placement)
Collaborate with teammates and learn how finance powers innovation in healthcare
Present your work, ideas, and recommendations to leadership (don't worry, we love questions!)
Who we're hoping to meet:
You can work full-time during the summer (May/June - August/September).
You're currently working on your Bachelor's degree, with at least one semester left after the internship.
Your major is in Accounting, Finance, or Economics.
You're heading into your senior year.
You know how to get your point across, whether you're writing or speaking.
You have strong organizational, problem-solving, and analytical skills.
You're a natural leader and make smart decisions independently.
You're friendly, enjoy working with others, and can build relationships easily.
Location, pay & other important details:
You can work onsite at our San Diego, CA campus. Heads up: intern housing, relocation, and housing stipends aren't provided, so you'll need to have your living situation and transportation sorted out.
Pay range: $23 - $25 per hour, based on your class standing and operational function.
The chance to work with a team that's genuinely invested in your growth.
Networking, mentorship, and skill-building opportunities-all designed to help you thrive.
Take your internship to the next level at Hologic!
On top of hands-on experience in your field, our College Relations team will hook you up with opportunities to learn about the company, meet leaders, and build the skills you'll need to launch your career. Consider this your backstage pass to the future of healthcare innovation.
Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans.
#LI-EK1
Auto-ApplyFinancial Analyst - Mid
Finance internship job in San Diego, CA
Job Description
We are seeking a detail-oriented and proactive Mid-Level Budget Analyst to join our finance team. In this role, you will support budgeting, forecasting, financial planning, and variance analysis for departmental and organizational budgets. You will collaborate with internal stakeholders to provide financial insights and ensure fiscal responsibility in alignment with strategic goals.
Experience Description:
Assist in the preparation, formulation, and justification of multi-year budget estimates for acquisition and sustainment programs in accordance with DoD financial guidance.
Monitor and track the execution of funds across various appropriations (RDT&E, Procurement, O&M, etc.)
Conduct analysis and reconciliation of financial data to support program managers, IPT leads, and financial leadership.
Support budget exhibits, Program Objective Memorandum (POM) submissions, and Congressional budget justifications.
Prepare financial reports, obligation/expenditure benchmarks, and ad hoc data calls.
Track and update spend plans, monitor burn rates, and provide recommendations for reprogramming actions or adjustments.
Utilize tools such as Navy ERP
Requirements:
3 years' experience support Navy with financial management
Secret clearance or ability to obtain clearance
Education:
Bachelor's degree in any discipline
Benefits:
Health insurance (Medical, Dental, Vision)
401(k)
Paid time off
Life Insurance
Personal Financial Rep I,II (El Cajon)
Finance internship job in El Cajon, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
• This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
• Processes consumer and real estate loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Addresses difficult member situations and resolves in a positive manner.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service
• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting.
ENVIRONMENTAL CONDITIONS
• Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range (Hourly):
Personal Financial Rep l:
$19.7490 - $24.6863
Personal Financial Rep ll:
$21.5468 - $26.9339
Auto-ApplyPersonal Financial Rep I,II,III (Encinitas)
Finance internship job in San Diego, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
• This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE:
• Meets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
• Processes consumer and real estate loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Addresses difficult member situations and resolves in a positive manner.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is required.
o PFR I: 1 year experience in a financial institution or other related field
o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service
o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting.
ENVIRONMENTAL CONDITIONS
• Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range (Hourly):
Personal Financial Rep l:
$19.7490 - $24.6863
Personal Financial Rep ll:
$21.5468 - $26.9339
Personal Financial Rep lll:
$23.9440 - $29.9300
Auto-Apply2026 Marketing and Communications Summer Analyst
Finance internship job in San Diego, CA
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Application deadline: December 12, 2025
About the role
StepStone is seeking a highly motivated, detail-oriented and creative intern to join our global Marketing & Communications team for an 10-week paid summer internship in our La Jolla, CA office. This is a unique opportunity to contribute to a dynamic, global team while gaining valuable, hands-on experience in a rapidly growing company. We are looking for a team-player who can get things done and multi-task.
What you'll do
In this internship, you will achieve a broad and inside view of a growing private markets firm and expand your research, writing, communications and people skills in a fast-paced, real-world setting. You will help research, develop, write and track key Communications initiatives including research papers, podcasts, PR, social media and more.
Key responsibilities
Maintain thought leadership forward look calendar
Update management report with abstracts for whitepapers
Conduct market research on peers and relevant third-party publications
Review whitepapers-format/language
Help draft email campaigns, podcast summaries, social media
Assist in maintaining and supporting marketing platforms (Seismic, Salesforce, SharePoint)
Support the review of firm branded materials, including updating PowerPoint decks rebranding slides and correcting formatting errors
Coordinate meetings and conference calls
What we're looking for
Graduate from university in December 2026 or Spring 2027
Pursuing a degree in communications, marketing or related field
Must be able to work in person in La Jolla office 3x/week
Excellent written communications skills
Willing to learn/ask questions, demonstrate attention to detail
Promote a positive, team-oriented attitude
Possess the ability to work independently with minimal supervision
Manage time effectively, follow up on relevant issues
Understanding of Microsoft Office suite
Willing to learn and grow
Professional verbal and written communication skills
Why join us?
At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in marketing space in Private Markets.
Click here to learn more about the intern experience.
Salary: $30 / hour
The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees.
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplyPersonal Financial Rep I,II,III (Menifee)
Finance internship job in Menifee, CA
Job Description
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
• This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE:
• Meets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
• Processes consumer and real estate loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Addresses difficult member situations and resolves in a positive manner.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is required.
o PFR I: 1 year experience in a financial institution or other related field
o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service
o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting.
ENVIRONMENTAL CONDITIONS
• Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range (Hourly):
Personal Financial Rep l:
$19.7490 - $24.6863
Personal Financial Rep ll:
$21.5468 - $26.9339
Personal Financial Rep lll:
$23.9440 - $29.9300