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  • Financial Analyst

    Kellymitchell Group 4.5company rating

    Finance internship job in Saint Louis, MO

    Our client is seeking a Financial Analyst to join their team! This position is located in St. Louis, Missouri. Assists with projecting future financial needs and collaborates with budget manager and other management personnel to prepare long-term financial plans, and other budget and financial reports Makes recommendations to improve the company's fiscal efficiency based on the interpretation and organization of financial information Presents budget analysis and recommendations to upper-level management at the beginning of each budgetary cycle Develops, organizes, and maintains files, documents, and materials relating to budgetary practices according to the company's policies Desired Skills/Experience: Completed bachelor's degree in accounting, finance, business or related field or equivalent experience 5+ years of financial analysis or related experience is required Proficient in accounting software (Essbase, SAP, etc.) and Microsoft Office Suite or related software Benefits: Medical, Dental, & Vision Insurance Plans Employee-Owned Profit Sharing (ESOP) 401K offered The approximate pay range for this position starting at $75,000 - 85,000. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
    $75k-85k yearly 1d ago
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  • Finance and Investment Intern

    Missouri Synod

    Finance internship job in Saint Louis, MO

    LCMS Foundation The LCMS Foundation Mission The Foundation has four primary purposes: Providing planned giving services to LCMS members for the benefit of all ministries of the Synod. Providing investment management services for ministry funds and endowments held by congregations and other LCMS ministries and institutions. Providing training to others in the LCMS on how to do charitable gift planning. Receiving non-cash gifts, like land and securities, on behalf of any LCMS organization, so that they can convert those gifts into liquid assets. When the Foundation does its job well, both donors and ministries are blessed. Specifically, donors are assisted in using their God-given spirit of generosity to make the most effective gifts to ministries and their families. While ministries are blessed through the creation of long-term funding sources, as well as by having the Foundation as a trusted steward to invest and grow those sources. Department Profile The LCMS Foundation's mission is to Link Christians with Giving Opportunities. It does so by focusing on the areas of planning giving, trust, and investment management. Reporting Relationships Reports to the Senior Vice President Finance/Administration. Essential Job Functions Learn about the Foundation's investment program and financial operations. Review and analyze financial statements. Research topics as assigned and report to senior management. Perform analytical projects as assigned, including revenue and expense analysis, peer comparison, trend analysis, and industry research. Understand the Foundation's organization and learn how investment models is shaped by the need to encourage and support planned giving. Interact with Accounting, Investment, and Trust Administration team. Education and Experience Applicants should be Business, Finance, Economics or Accounting majors. Competencies (Knowledge, Skills and Abilities) Proficient in Microsoft Office applications, especially excel. Strong work ethic and willingness to learn. Successful completion of coursework in Finance, Economics, and Business. Strong written and verbal communication skills. Good analytical skills. Supervisory Responsibility None
    $29k-40k yearly est. 18d ago
  • Financial Advisor

    Cornerstone Consulting Group 3.7company rating

    Finance internship job in Saint Charles, MO

    We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. QUALIFICATIONS 1. 's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. of three (3) of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions. 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63/65 and/or 66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred.
    $150k yearly 60d+ ago
  • Summer Intern - Finance Transformation

    Reinsurance Group of America 4.7company rating

    Finance internship job in Chesterfield, MO

    You desire impactful work. You're RGA ready RGA is a purpose-driven organization working to solve today's challenges through innovation and collaboration. A Fortune 200 Company and listed among its World's Most Admired Companies, we're the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all. Supports definition, delivery and enablement of comprehensive digital transformation roadmap for Finance, supporting strategic development and implementation of next-generation proof-of-concept solutions, shares ideas and supports process excellence for advanced dashboard architectures, intelligent reporting platforms, and sophisticated automation ecosystems. The role will support collaboration across Finance to foster a culture and environment of excellence and innovation as well as support project management, enablement and change adoption and communication needs. Responsibilities: * Serves as support to Vice President, Strategic Solutions to prepare high-impact strategic analysis, due diligence for major finance initiatives, and prepares insights that inform critical business decisions and long-term strategic planning across Finance * Supports enablement of strategic vision for developing best-in-class automated processes and breakthrough prototype solutions that deliver transformational end-to-end implementations with measurable business impact * Supports efforts to adopt and integrate cutting-edge technologies, including automation, generative AI, machine learning and data analytics, to optimize decision-making processes and operational efficiency * Shares insights on initiative prioritization and encourages collaboration with groups across the organization, including change management coordination * Develops strong working relationships with RGA corporate partners (i.e., IT, Global Valuation, Global Tax, Accounting, Investments, Risk, etc) and external advisors * Performs ad-hoc analysis, as directed, to support Finance Strategy and assist in special projects and committees * Assists in preparing project plans, communication of project status, tooling, and best practices to the Global Finance business partners Requirements: * Must be enrolled as a full-time student at the Junior, Senior or Graduate level pursuing a degree in Finance, Computer Science (or similar computer programming designation), Economics, Accounting, or related degree program at an accredited university * Strong knowledge of Python and SQL with the ability to produce complex coding * Solid verbal and written communication skills are necessary * Technology savvy, programming, and process improvement/automation skills * MS Office (Excel, Word, Access, and PowerPoint) * Demonstrates investigative, analytical, and problem-solving skills * Strong understanding of current and emerging technologies * Strong oral and written communication skills and willingness to build strategic acumen * Ability to work well in an environment with multiple concurrent projects and reprioritize as business demands change * Knowledge of software (i.e. Snowflake, Python, Financial Data Warehouse, Domino, etc) What you can expect from RGA: * Gain valuable knowledge from and experience with diverse, caring colleagues around the world. * Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought. * Join the bright and creative minds of RGA, and experience vast, endless career potential. We're excited to get to know you and connect your unique skills with our global opportunities. To create a modern and seamless experience, we use artificial intelligence (AI) in parts of our preliminary screening process. This technology helps us personalize job recommendations, automate interview scheduling, evaluate candidates based solely on experience-without considering name, gender, or other personal details-and provide real-time answers through our chatbot. AI is used only during early screening and never makes hiring decisions. Your RGA recruiter will work closely with you every step of the way to ensure the process feels personal, thoughtful, and focused on you.
    $33k-37k yearly est. 5d ago
  • Administrative Internship Program - 2026 Festival Season

    Opera Theatre of Saint Louis 3.7company rating

    Finance internship job in Saint Louis, MO

    Want to learn what it takes to run a world class opera festival? Opera Theatre of Saint Louis is looking for motivated individuals to join our Administrative Internship Program for the 2026 Festival Season, featuring The Pirates of Penzance, The Light in the Piazza, A Streetcar Named Desire, and Romeo & Juliet. OTSL Interns support day-to-day operations, contribute to meaningful projects, and gain real-world skills in arts administration. You'll collaborate with professionals across departments, attend company events, recitals, rehearsals, performances, and build valuable connections in the arts industry. The program also includes educational sessions specifically for the interns, designed to further the professional growth of the program participants. Opera Theatre is known as a center for training young professionals in all aspects of opera. OTSL's Administrative Internship Program offers direct, on-the-job experience for those interested in careers in arts administration and management. Past interns have gone on to enjoy careers at Opera Theatre, the Metropolitan Opera, The John F. Kennedy Center for the Performing Arts, the St. Louis Art Museum, the American Repertory Theater, San Diego Symphony, and other arts organizations across the country. We're seeking organized, curious, and enthusiastic individuals who want to grow their skills and learn how creativity meets administration in a professional setting. No opera experience required - just a great attitude and a love for the arts! We are committed to fostering a diverse, equitable, and inclusive environment and strongly encourage individuals from all backgrounds, including people of color, members of the LGBTQ+ community, women, individuals with disabilities, and others who have been historically excluded to apply. We welcome and value the unique perspectives and experiences that all candidates bring to our team! Internship Guidelines If interested, applicants can and are encouraged to apply for more than one position! Applicants must be 18+ and authorized to work in the U.S. (some positions may have additional requirements as detailed) All internships are paid hourly at the rate of $15.00 an hour, and overtime at 1.5x for any hours over 40 per week. Dates and hours for each position vary, but most are from late April/early May - early July. Hours may include some nights and weekends (see individual position descriptions). Limited shared housing available. A basic familiarity with opera and classical music is a great help, however it is not required! Note: While the majority of our interns are college students or recent college graduates, this is not required. Any qualified applicants will be considered! INTERN POSITIONS AVAILABLE: Artistic Administration Intern Patron Services Intern Events Intern Education Intern Finance Intern Graphic Design Intern Press & Communications Intern TO APPLY: Applicants will be required to submit: Their contact information 2 references - names and contact information Resume (as a PDF) Brief personal statement, of no more than 250 words, that communicates why you are interested in the internship, and what unique skills and/or experience you will bring to the role. Some positions ask for additional work samples or writing samples Application and Selection Timeline: Application Period: December 2025 - March 2026 Interviews and Selection: February - March 2026 POSITION DESCRIPTIONS Artistic Administration Intern Dates of Employment: Late April - Early July 2026 Supervisor: Associate Director of Artistic Operations Works closely with: Director of Artistic Administration; Company Manager; Artistic Assistant Hours: Approximately 30-40 hours per week The Artistic Administration Intern is an essential support member of the Artistic department during the Festival Season, providing administrative support in the areas of artistic planning and artist services to the team and Opera Theatre's singers, directors, designers, and music staff. Responsibilities include, but are not limited to, assisting with logistics such as housing and transportation, scheduling, coordinating auditions, and music library cataloguing. The Artistic Administration Intern must be able to interact with artists and patrons in a variety of settings and have strong organizational and communication skills. They should have a basic knowledge of Microsoft Office Suite and an ability to work independently in a fast-paced environment. An interest in classical music and an ability to read music is preferred but not required. This position requires that the candidate have their own car (company mileage is reimbursed) and be able to work some evenings and weekends. Candidates must be able to move equipment and supplies weighing up to 35 lbs. Patron Services Intern Dates of Employment: Early May - Early July 2026 Supervisor: Senior Manager of Donor Engagement Works closely with: Director of Development & Campaign Strategy; Deputy Director of Development, Individual Giving; Data Assistant; Hours: Approximately 35-40 hours per week The Patron Services Intern will gain first-hand patron interaction and Tessitura database experience by leading welcome efforts for special guests during Opera Theatre's Festival Season. Special guests include out-of-town patrons, supporters, artists, press, and industry colleagues. Responsibilities include gathering and tracking visitor data from various departments, coordinating the preparation and volunteer-led delivery of welcome baskets, preparing and circulating a daily 'scope list' of special guests and visitors, serving as a concierge to welcome and support season guests, and assisting with the coordination of seasonal volunteer activities. This is a detail-oriented position that requires excellent organization and communication skills. Strong candidates are self-motivated, balance multiple responsibilities effectively, and interact positively with artists, donors, volunteers, board members, and staff in a range of professional and social situations. Availability for night and weekend performances is required. Basic knowledge of Excel preferred. An interest in opera and classical music is helpful but not required. Events Intern Dates of Employment: Early May - Early July 2026 Supervisor: Deputy Director of Development, Institutional Giving & Events Works closely with: Director of Development & Campaign Strategy; Senior Manager of Donor Engagement; Events Coordinator; Data Assistant Hours: Approximately 35-40 hours per week The Events Intern assists with Opera Theatre's Festival Season donor events, including 20-30 dinners and receptions for patrons, as well as a gala benefit (pending start date). This position requires a self-motivated individual, comfortable interacting with a range of personalities including donors, volunteers, and staff in both professional and social situations. Work hours are based on the events scheduled each week, including evenings and weekends. Most events take place in the evening, outdoors under an event tent in the David W. Mesker Festival Gardens. A general workday may look like office work in the afternoon followed by an event in the evening. On non-event days, the Events Intern will work in the office. The Events Intern will be trained in Tessitura (Opera Theatre's development and box office software) and Asana (Opera Theatre's project management app). Success in this position looks like creating a warm and welcoming experience for event guests, well-maintained guest records and the timely delivery of event materials, and clear communication with Development team members. Education Intern Dates of Employment: Early May - late June, 2026 Supervisor:Senior Manager of Education & Engagement Works closely with:?Director of Education & Engagement; Teaching Artist Coordinator Hours:Approximately 30-40 hours per week The Education Intern will perform administrative duties that support the education department's season activities for young people and adults. This individual will work collaboratively with staff, volunteers, artists, students, teachers, and constituents, assisting with programming including the Bayer Fund Artists-in-Training program, SIng Out! Camp for High School Vocalists, Opera Explorers, Art Sings Teachers' Workshop, Docent Presentations, and other seasonal activities. The ideal candidate should have completed or be currently pursuing a degree in music, theater, arts management, and/or education. Extraordinary attention to detail, ability to manage multiple projects simultaneously, strong people skills, and excellent oral and written skills are required. Previous experience in coordinating and/or implementing programs is helpful, and proficiency in Microsoft Office Suite is necessary. Knowledge of singing and opera repertoire is preferred but not required. Finance Intern Dates of Employment: Mid-May - Early July 2026 Supervisor: Senior Accountant Works closely with: Director of Administration & Finance; Controller; Payroll & Benefits Administrator; Accounting Clerk Hours: Approximately 35-40 hours per week The Finance Intern is an essential member of OTSL's Administration & Finance department, working directly with the Controller and the Accounting Manager to support the organization's financial operations. Responsibilities include assisting with cash management and tracking across the Festival Season, working in the company's accounting software, collaborating on data entry projects, maintaining financial records, and other administrative projects. This position will be trained in the Abila MIP accounting software and will work with several members of the Administration & Finance department on projects across the length of the internship. This position will be wonderful experience for a quick learner who is detail-oriented and organized; who seeks professional mentorship; and who can work independently. This position requires a working knowledge of Microsoft Word & Excel, and availability some evenings and weekends during late May/June. Graphic Design Intern Dates of Employment: Late March - Early July 2026 Supervisor: Graphic Design & Brand Manager Works closely with: Director of Marketing & Public Relations; Social Media & Content Strategy Manager; Communications Manager; Web & E-marketing Manager Hours: Approximately 35-40 hours per week (varies) The Graphic Design Intern will play a crucial role in branding and marketing Opera Theatre's 2025 Festival Season, collaborating with seasoned professionals to translate concepts into visually compelling designs using Adobe Creative Suite and contributing to diverse projects across digital and print platforms. Tasks may include but are not limited to creating direct mail collateral, digital and print advertising, education camp collateral, social media visuals, and editing production and event photography. This intern will also participate in the final stages of designing and packaging Opera Theatre's annual 160+ page program book, which is distributed for free to audiences throughout the season. Additionally, this role provides the unique opportunity to work under the mentorship of a full-time Graphic Designer and Brand Manager. In conjunction with other Marketing & PR colleagues, the intern may also contribute to event planning and staffing. This internship offers a rich learning experience in a dynamic creative environment. Applicants should be aspiring creatives with previous design experience. Experience using Adobe Photoshop, Illustrator, and InDesign strongly preferred. The successful applicant will also show a high level of timeliness and organization. This position will be a wonderful experience for a quick learner who seeks professional mentorship and can work independently on several projects at once.? The Graphic Design Intern must have their own transportation (company mileage is reimbursed) and must be willing to work some evenings and weekends. In addition to your resume, please submit a PDF or link (if applicable) to any previous design samples or a current portfolio. Press & Communications Intern Dates of Employment: Late April - July 3, 2026 Supervisor(s): Director of Marketing & PR Works closely with: Communications Manager, Web & E-Marketing Manager, Company Manager, Artistic Scheduler, Box Office Staff Hours: Approximately 35-40 hours per week The Press & Communications Intern plays an important role in supporting Opera Theatre's press and storytelling efforts during the Festival Season. Duties include but are not limited to copywriting and proofreading marketing collateral, creating blog content for OTSL's website, monitoring stories surrounding OTSL's Festival Season, staffing the theater's press desk prior to performances, maintaining the company's press archives, helping coordinate media interviews, distributing artist media alerts, sending weekly press updates to OTSL staff, and helping to ensure that positive press coverage is published across OTSL's email, app, and social channels. The Press & Communications Intern will be an exceptional writer and proofreader who possesses extremely high attention to detail and a working knowledge of Microsoft Word. The successful applicant will have a team player attitude, be a quick learner who can work independently on several projects at once in a fast-paced environment, and enjoys meeting and talking to new people. Experience/interest in classical music is a plus, but not required. The Press & Communications Intern must be willing to work evenings and weekends as needed. Due to the nature of press activities around a performing arts festival, this internship requires the flexibility to accommodate many evening and weekend hours with an ever-evolving weekly schedule. We ask applicants to take this into consideration when applying - one example of a possible weekly schedule is below: Mon: 9 a.m. - 5 p.m. Tue: 9 a.m. - 5 p.m. Wed: 1-5 p.m., 6-8 p.m. Thu: 1-5 p.m., 6-8 p.m. Fri: 9 a.m. - 5 p.m. Sat: 6-8 p.m. In addition to your resume, please submit at least one professional or academic writing sample (PDF or link). About Opera Theatre of Saint Louis Opera Theatre of Saint Louis (OTSL) is a nationally recognized nonprofit organization known for innovative productions featuring outstanding young artists. The company offers a festival opera season each spring which attracts ticket buyers from zip codes throughout the metropolitan area, as well as visitors from nearly 50 states and multiple countries. As of 2025, OTSL has presented 45 world premieres, which may be the highest percentage of new work in the repertory of any American company. In addition to the spring Festival Season, OTSL operates year-round education and community programs serving nearly 17,000 local children and adults. Opera Theatre of Saint Louis has a year-round artistic and administrative staff of approximately 45, which grows to nearly 500 during the Festival Season. Several hundred volunteer members of the Opera Theatre Guild provide support for all aspects of Opera Theatre's work and advocate for the company throughout the greater St. Louis community. The company's annual budget size is approximately $12 million; contributed revenue represents more than 50% of budget. At Opera Theatre of Saint Louis, we value equity, diversity, and mutual respect. We strongly encourage people of color, LGBTQ+ individuals, women, people with disabilities, and others who have been historically excluded to apply. Our goal is to be a diverse workforce that is representative of our community. We are committed to creating an inclusive environment for all employees. OTSL will not discriminate against employees or applicants on the basis of race, color, religion or belief; national, social, or ethnic origin; age; sex, sexual orientation, gender identity and/or expression; physical, mental, or sensory disability; family or parental status; genetic information or characteristics; protected veteran status; or any other protected class under federal, state, or local law. OTSL will not tolerate discrimination or harassment based on any of these characteristics. If you need assistance or accommodation in completing an application, interviewing, or otherwise participating in the employee selection process, please contact ************** or **********************.
    $15 hourly 49d ago
  • Financial Analyst - School of Public Health

    Washington University In St. Louis 4.2company rating

    Finance internship job in Saint Louis, MO

    Scheduled Hours 37.5 Responsible for the financial operations of a set of departments including 1) financial reporting and analysis, budgeting and forecasting 2) compliance with University, Federal, International, and other requirements, regulations and policies, 3) transaction approval and oversight 4) Internal Controls 5) Liaison and resource for department directors and managers regarding budget and financial issues Job Description Primary Duties & Responsibilities: Reporting and Analysis * Prepare financial reporting packages for area directors and department managers, analyzing and highlighting significant budget and year over year variances. * Serve as primary contact for area directors and department managers, providing requested information, resolving issues and providing guidance and direction of the financial impact of new initiatives. * Hold quarterly meetings with area directors and department managers to discuss issues/initiatives in their areas with budgetary impacts. * Work with area personnel to prioritize expenditures and identify opportunities for savings to meet unanticipated needs without exceeding their annual budget. * Work with Accounting Services' school accountant on quarterly Core report variance explanations (year-to-year actuals and budget-to-actuals) per the Core report schedule. * Determine reporting needs and create customized user reports for departments that are tailored to their specific operational needs. Remain current in new applications to ensure effective and efficient delivery of information. * Analyze income and expenses, make investigations, assemble data and prepare projections and reports for planning and decision making. Process journal entries and budget adjustments for restricted and unrestricted accounts as necessary. Incorporate data and ideas in formal and/or informal reports, providing recommendations for problem issue resolution as appropriate. Budgeting and Forecasting * Provide assistance and support to area directors and department managers in developing their annual departmental budgets. Ensure departmental budgets adhere to the School's parameters and recommendations for the School-wide annual budget and resolve any discrepancies or deviations from the established recommendations. * Prepare the budget reporting package for submission to leadership team. Provide summarized and detailed reports on historical, current and projected activity and footnote significant variances. * Manage entry and balancing of the departments' budgets in the School's budget workbook and also manage submission and balancing of the departments' budgets into the University's Reporting and Planning System. * Ensure the current budget in the Administrative Information System is updated once the departments' budgets are approved by the Dean. 25% Financial Operations. * Provide day-to-day oversight of financial transactions for assigned departments. Research discrepancies and deviations from University or School policies and communicate with key department personnel. * Approve unrestricted and restricted non-payroll financial transactions for assigned departments. * Provide training to department personnel on University and School systems, policies and procedures. * Perform document processing functions as needed. 25% Other responsibilities may include some or all of the following: * Managing Restricted Funds - maintain records, reporting and budgeting for restricted funds including gifts, endowments, scholarships, grants and contracts. * Revenue and Other Account Reconciliations. * Salary Budgeting, Reporting and Analysis. * Compile 1098T information. * Tuition Analysis and Forecasting. * Work with University Central Finance Operations including but not limited to: School Accounting, Financial Aid, Alumni and Development, Gift Accounting, Payroll and Human Resources, Tax, Accounts Payable. Performs other duties as assigned. Working Conditions: Job Location/Working Conditions * Normal office environment Physical Effort * Typically sitting at a desk or table Equipment * Office equipment The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all job duties performed by the personnel so classified. Management reserves the right to revise or amend duties at any time. Required Qualifications Education: Bachelor's degree - Accounting Certifications/Professional Licenses: No specific certification/professional license is required for this position. Work Experience: Professional Accounting (3 Years) Skills: Not Applicable Driver's License: A driver's license is not required for this position. More About This Job WashU seeks highly motivated individuals who are able to perform duties in a manner consistent with our core mission and guiding principles. Preferred Qualifications Education: M.B.A. - Master of Business Administration Certifications/Professional Licenses: Certified Public Accountant (CPA) - American Institute of Certified Public Accountants , Certified Public Accountant (CPA) - Illinois Department of Financial and Professional Regulation, Certified Public Accountant (CPA) - Missouri Division of Professional Registration Work Experience: Relevant Experience (5 Years) Skills: Accounting, Analytical Thinking, Communication, Confidentiality, Critical Thinking, Customer Service, Deadline Management, Exercises Judgment, Financial Budgeting, Financial Reporting Systems, Fund Accounting, Group Presentations, Group Problem Solving, Interpersonal Communication, Organizing, Personal Initiative, Prioritization, Project Administration, Self Motivation, Working Independently, Work Relationships Grade G11 Salary Range $53,100.00 - $90,600.00 / Annually The salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one's qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget. Questions For frequently asked questions about the application process, please refer to our External Applicant FAQ. Accommodation If you are unable to use our online application system and would like an accommodation, please email **************************** or call the dedicated accommodation inquiry number at ************ and leave a voicemail with the nature of your request. All qualified individuals must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. Pre-Employment Screening All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening. Benefits Statement Personal * Up to 22 days of vacation, 10 recognized holidays, and sick time. * Competitive health insurance packages with priority appointments and lower copays/coinsurance. * Take advantage of our free Metro transit U-Pass for eligible employees. * WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%. Wellness * Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more! Family * We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We've got you covered. * WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us. For policies, detailed benefits, and eligibility, please visit: ****************************** EEO Statement Washington University in St. Louis is committed to the principles and practices of equal employment opportunity and especially encourages applications by those from underrepresented groups. It is the University's policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information. Washington University is dedicated to building a community of individuals who are committed to contributing to an inclusive environment - fostering respect for all and welcoming individuals from diverse backgrounds, experiences and perspectives. Individuals with a commitment to these values are encouraged to apply.
    $53.1k-90.6k yearly Auto-Apply 19d ago
  • Financial Addvisor

    Newyorklife 3.8company rating

    Finance internship job in Creve Coeur, MO

    Join our team While many firms have faltered during the financial crisis, New York Life Insurance Company is standing strong. In fact, we're growing. We are seeking talented, dedicated, and highly-motivated people to join our team of professionals every day. If you've never considered a career in insurance and financial sales, that's okay. The majority of New York Life Agents arrived with diverse career backgrounds including Education, Coaching, Athletics, Military, Finance, Banking, Mortgage, and Real Estate. We provide the training, the experience and the marketing support services to help you establish your business and stand behind your efforts. There has never been a better time than now. Fortune Magazine named us the 64th largest company in the United States according to the Fortune 500 list based on 2009 revenue 1 and we received the highest financial strength ratings from the life insurance industry's independent rating agencies.2 This is all during one of the worst economies since the Great Depression. What we offer you Our financial representatives receive comprehensive professional training, have access to state-of-the-art technology tools and resources, and enjoy substantial benefits and the potential to earn significant income. We make a substantial investment in our field force. Our standards are high. We are looking for people with a great drive to succeed, the passion to make a difference, and the desire to love what they do.
    $46k-86k yearly est. 60d+ ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance internship job in Saint Louis, MO

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 21d ago
  • Entry Level Financial Representative

    Banderman Wealth Management

    Finance internship job in Union, MO

    Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127. Follow this link to learn more about our office: *********************************************************************** A Glance at Northwestern MutualNorthwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. About the Role:As a Financial Specialist/Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Experience: Previous experience in financial services, insurance or business development is not required. Our team members come from a diverse array of career backgrounds including: Nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Meet our local leaders: Matt Banderman - Managing Director What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence. Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts twelve Million Dollar Roundtable qualifications, ranking among the world's top advisors. Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development. Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals. Tom Simon - Financial Advisor Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar! Passions: Building his own team, winning charity golf tourneys, and being a dad. Secret Weapon: A knack for leading with vision and commitment to growth. Time with our team: 12+ years. Alan Metzger - Financial Advisor Background: Accountant with 16 years in construction before joining Northwestern Mutual. Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball. Time with our Team: 10 years as a Financial Advisor, with 25 years as a client. Claudia Zimny - Recruiter Background: Business Management graduate from UMSL, with recruiting experience since 2023. Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis. Time with our Team: Joined in 2024. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
    $29k-51k yearly est. 60d+ ago
  • Strategic Planner Intern - MBA Leadership Program - Class of 2027

    Emerson 4.5company rating

    Finance internship job in Saint Louis, MO

    Emerson is a global leader in automation technology and software. Through our deep domain expertise and legacy of flawless execution, Emerson helps customers in critical industries like life sciences, energy, power and renewables, chemical and advanced factory automation operate more sustainably while improving productivity, energy security and reliability. With global operations and a comprehensive portfolio of software and technology, we are helping companies implement digital transformation to measurably improve their operations, conserve valuable resources and enhance their safety. MBA Leadership Program - Strategic Planner Internship Based at Emerson's global headquarters in St. Louis, Missouri, our 10-week Strategic Planner internship is an opportunity to work closely with senior executives and cross-functional teams to drive enterprise-wide initiatives that influence the direction of Emerson's global operations. This role is ideal for individuals who are passionate about solving complex business problems, thrive in a fast-paced environment, and are eager to make a measurable impact. In addition to project work, interns will participate in leadership development sessions featuring Emerson's executive team. The program also includes organized social events to help interns connect with peers and explore the St. Louis area. Our internship program serves as a pipeline to Emerson's full-time MBA Leadership Program, a four-year, two-rotation experience designed to develop the next generation of senior leaders. In the program, you will receive: Challenging work opportunities to grow and develop as a future Emerson leader Strategic role opportunities in a wide range of functions and locations Experience working with global teams with opportunity for international assignments Ongoing executive mentorship and networking opportunities with top Emerson leaders Development focused on professional and personal skills through thoughtfully designed workshops In This Role, Your Responsibilities Will Be: Analyze strategic positions of Emerson peers and competitors Identify strategic partners and evaluate potential mergers, acquisitions, and divestitures Prepare strategy presentations for Emerson executives and the Emerson Board of Directors Support leadership in annual strategic planning exercises and conferences Perform internal consulting engagements to improve the performance of Emerson's business units and world area organizations For This Role, You Will Need: Are working towards the completion of an MBA A bachelor's degree in engineering, supply chain, operations, science, business, or a related field You have 1-3 years' relevant experience Who You Are You have demonstrated leadership potential. You are ambitious to take on complex and challenging problems. You possess a curiosity to learn and build your network. You acquire data from multiple and diverse sources when solving problems. You anticipate future trends and implications accurately. You effectively communicate in various settings: one-on-one, small and large groups, or among diverse styles and position levels Our Commitment to Our People At Emerson, we are motivated by a spirit of collaboration that helps our diverse, multicultural teams across the world drive innovation that makes the world healthier, safer, smarter, and more sustainable. And we want you to join us in our bold aspiration. We have built an engaged community of inquisitive, dedicated people who thrive knowing they are welcomed, trusted, celebrated, and empowered to solve the world's most complex problems - for our customers, our communities, and the planet. You'll contribute to this vital work while further developing your skills through our award-winning employee development programs. We are a proud corporate citizen in every city where we operate and are committed to our people, our communities, and the world at large. We take this responsibility seriously and strive to make a positive impact through every endeavor. At Emerson, you'll see firsthand that our people are at the center of everything we do. So, let's go. Let's think differently. Learn, collaborate, and grow. Seek opportunity. Push boundaries. Be empowered to make things better. Speed up to break through. Let's go, together. Ready to shape the future of Emerson? Apply today and take the first step toward becoming a global leader.
    $34k-43k yearly est. Auto-Apply 60d+ ago
  • Trust & Family Office Financial Advisor Associate

    Parkside Financial Bank & Trust 3.8company rating

    Finance internship job in Clayton, MO

    In 2007, four different, but complementary, professionals gathered to discuss a shared vision-assemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business, designed specifically to serve the needs of discerning families and privately held businesses. Parkside offers a uniquely fresh perspective on banking, commercial lending, trust and family office services. Our interactive partnership between our clients and our team drives success, builds legacies, and transforms businesses. This is what makes ours An Uncommon Partnership . With offices in St. Louis, Missouri and Denver, Colorado, our dedicated team has grown our bank division to $1 billion in assets and our Trust & Family Office assets under management to approximately $3.6 billion. Voted a Top Workplace in St. Louis for five years running, we are proud to build a growing team of Smart, Likeable, Entrepreneurial and Dependable employees. Join Parkside as we help our clients achieve financial success. Experience a rewarding career with robust benefits and professional growth opportunities, within a community of colleagues and friends. Parkside is searching for a highly motivated and experienced individual to join our existing practice as Team-Based Financial Advisor Associate within our Trust & Family Office division. This position requires a Bachelor's degree along with a professional designation (e.g. CPA, CFP , CFA , or similar) and a minimum of 5 years of experience in the financial industry, including at least 3 years of direct client advisory experience. RESPONSIBILITIES Work with a senior advisor on an existing team to develop new relationships, expand existing relationships, and retain current clientele Collaborate with team members to ensure the highest level of service on all clients Provide comprehensive wealth advisory services to a diverse clientele where Parkside is engaged as an advisor, trustee, or both at the same time Collaborate with in-house specialists experienced in estate planning, retirement planning, tax, and insurance to achieve client goals Evaluate financial portfolios, goals, objectives, and cash-flow needs, and mitigate risk for a tailored approach Prepare and deliver comprehensive aggregated account information encompassing all client assets Collaborate with analysts to prepare and present detailed client reviews Conduct client reviews and manage resulting action items in a timely manner Use internal tools and by working closely with client's other advisors to mitigate income and estate taxes Ability to analyze a balance sheet to identify risks and opportunities Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth Other projects as assigned by advisor QUALIFICATIONS Minimum of 5 years working experience in wealth management with 3 years direct client advisory experience Bachelor's degree required - accounting, economics, finance or business preferred Certification such as CFP , CFA , CPA, J.D., or similar Experience growing and establishing client relationships and assets Advanced Excel and writing skills Detail oriented and highly organized Able to multi-task and prioritize to meet deadlines Able to work as an integral part of a team High professional standards and sound judgement Able to focus on key priorities and thrive in a complex and ever-changing environment Strong work ethic and stable under pressure Willingness to learn and contribute to company's financial growth and profitability EMPLOYEE BENEFITS Parkside is proud to offer competitive benefits for all our employees, including: Competitive salary with bonus Medical, dental, and vision insurance 401k Plan + Employer Match Employee Stock Options Paid 4 Week Sabbatical Program with every 5 years of employment, including $5,000 for travel 12-week Paid Maternity Leave Tuition Reimbursement Employee charitable giving support Company-paid parking & more Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment 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. We are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications. All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.
    $41k-80k yearly est. 21d ago
  • Supplier Auditor - Procurement Financial Analysis (Associate or Experienced)

    Jeppesen 4.8company rating

    Finance internship job in Hazelwood, MO

    Company: The Boeing Company The Boeing Company is seeking a Supplier Auditor - Procurement Financial Analysis (Associate or Experienced) based out of Hazelwood, MO. Our team is open to a broad range of experience levels including Level 2 and Level 3 Specialists to find the best fit for the position. Auditors partner closely with Cost Analysts and support Supplier Management in developing and arriving at a fair and reasonable Rates position in negotiation objective based on Facts and Data. The audit of the Termination Settlement Proposal requires an in-depth knowledge of Federal Acquisition Regulation (FAR) 31, 49 & 52. Our objective is to determine if the costs are allocable, reasonable, and allowable per the FAR. The ability to analyze the costs within the FAR and Cost Accounting Standards (CAS) guidance is crucial to success in Supplier Audit. The ideal candidate for this role will have strong analytical skills, attention to detail and have the ability to work independently, while managing multiple projects simultaneously. Position Responsibilities: Conduct Comprehensive Audits: Lead audits focusing on Rates & Factors, Contract Terminations, ensuring compliance with government regulations and evaluating key areas such as new business rates, contract terminations, and accounting systems Educate and Collaborate: Act as a trusted advisor to suppliers, guiding them through audit findings while building strong relationships with CFOs, executives, and suppliers to foster a collaborative environment Analyze Financial Data: Dive into supplier financial data to identify trends in total cost of goods sold, develop competitive rates, and ensure fair pricing practices Conducts supplier audits, complex analysis to evaluate supplier financial book of record to identify how suppliers have developed their rates and factors Conducts research, preparation, data validity, review, approval, and reconciliation of complex financial statements and reports to ensure compliance with FAR, Generally Accepted Accounting Principles (GAAP), and CAS Prepares strategies and leads price negotiations with suppliers Performs risk and opportunity analysis. Ensures compliance with company policies and procedures and regulatory agency requirements Conducts market trend data and parametric models Basic Qualifications (Required Skills/Experience): Bachelor's Degree or higher in Accounting, Finance, or related field (e.g. Business Econ, Mathematics, etc.) 1+ years of related work experience Experience with cost accounting, rate development, and/or financial analysis Preferred Qualifications (Desired Skills/Experience): 3+ years of related work experience or an equivalent combination of education and experience Experience working directly with suppliers in an auditing capacity Drug Free Workplace: Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies. Pay & Benefits: At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities. The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements. Pay is based upon candidate experience and qualifications, as well as market and business considerations. Summary Pay Range (Associate, Level 2): $73,950 - $100,050 Summary Pay Range (Experienced, Level 3): $ 90,950 - $123,050 Language Requirements: Not Applicable Education: Bachelor's Degree or Equivalent Relocation: Relocation assistance is not a negotiable benefit for this position. Export Control Requirement: This is not an Export Control position. Safety Sensitive: This is not a Safety Sensitive Position. Security Clearance: This position does not require a Security Clearance. Visa Sponsorship: Employer will not sponsor applicants for employment visa status. Contingent Upon Award Program This position is not contingent upon program award Shift: Shift 1 (United States of America) Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud - Recruitment Fraud Warning Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law. EEO is the law Boeing EEO Policy Request an Accommodation Applicant Privacy Boeing Participates in E - Verify E-Verify (English) E-Verify (Spanish) Right to Work Statement Right to Work (English) Right to Work (Spanish)
    $91k-123.1k yearly Auto-Apply 16d ago
  • Securities and Corporate Finance Associate

    5 Legal

    Finance internship job in Saint Louis, MO

    Job Description Top AmLaw 100 national law firm seeks an associate to join their Securities and Corporate Finance Practice Group in any of their Phoenix, St. Louis, Kansas City, or Denver. Interested candidates must possess a high level of academic achievement, solid law firm experience, and well-developed problem-solving, writing, and communication skills. Experience advising public companies on capital markets, SEC disclosure, and corporate governance matters is required. Candidates should have 3+ years of experience in the work described above. Relocation support is available for highly qualified candidates.
    $39k-71k yearly est. 28d ago
  • Producing Financial Advisor

    Rockstar 4.5company rating

    Finance internship job in Saint Louis, MO

    Rockstar is recruiting for a fast-growing, client-focused retirement planning firm that specializes in guiding pre-retirees and retirees through a proven, consultative process. The client is dedicated to delivering exceptional financial advice, building long-term relationships, and maintaining the highest standards of professionalism and ethics. This is an opportunity to join a team that values measurable results, ongoing professional development, and a client-first approach. Mission of the Role The Producing Financial Advisor's mission is to guide qualified pre-retirees and retirees through the firm's retirement solutions process, converting prospects into loyal clients while maintaining the highest standards of professionalism, ethics, and care. The advisor is expected to master the Vision-Verify-Delivery system, communicate complex strategies in simple terms, and deliver measurable results that grow the firm's assets under management. Outcomes Expected 1. Consistent Production Results: Within the first six months, the advisor should close between 25%-35% of qualified appointments, with an average case size of approximately $500,000. Advisors will begin with about six new leads per week, achieving a 70% appointment show rate and maintaining consistent follow-up to drive conversions. By month six, production should average $2 million to $3 million in new assets per month. 2. Pipeline Development and Client Growth: Advisors are expected to build and manage a pipeline that steadily produces four to six new clients per month. By the end of the six-month ramp, the advisor should have personally brought in roughly 25 to 30 new clients totaling over $14 million in new assets. 3. Mastery of the Sales Process: Advisors must demonstrate clear mastery of the Vision-Verify-Delivery process-beginning with authentic discovery, identifying client goals, designing custom income and protection strategies, and closing with clarity and confidence. The advisor must use CRM notes, follow-up tasks, and tracking metrics to ensure complete accountability in every client relationship. 4. Training and Professional Development: Advisors are required to participate in three structured training sessions per week. These sessions cover advanced sales psychology, retirement income and insurance strategies, case study reviews, and role-play exercises. Active participation, contribution, and progress are non-negotiable expectations. 5. Client Experience and Relationship Management: Every new client must experience the firm's standard-organized, proactive, and relationship-driven. Advisors are accountable for maintaining a minimum 90% satisfaction score in client feedback, ensuring every relationship is well-documented, communicated, and transitioned smoothly to the service team. 6. CRM and Compliance Accuracy: Advisors must maintain perfect documentation within Wealthbox CRM, logging all meeting notes, next steps, and client updates within 24 hours of interaction. Compliance protocols and ethical standards must be observed at all times. Key Performance Indicators (KPIs) - Appointment show rate: 70% minimum - Closing rate: 25%-35% - Average case size: $500,000 - Monthly new clients: 4-6 - Monthly new assets closed: $2 million-$3 million - Training attendance: 3 sessions per week, full participation - CRM accuracy: 100% of meetings documented within 24 hours - Client satisfaction: 90% positive or higher Compensation Structure - Phase 1 (First 6 Months): Base salary + production bonus during ramp period to stabilize income and build pipeline. - Phase 2 (After 6 Months): Transition to commission-based structure tied directly to new business revenue, assets under management, and planning fees. Top producers typically earn $150,000-$300,000+ annually based on performance.
    $36k-61k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    First Bank 4.6company rating

    Finance internship job in Saint Louis, MO

    About this Role Performs duties to support the personal production goals and customer service objectives for all assigned Branches and/or book of business in the greater south county area of metropolitan St. Louis. In addition, the role of the financial advisor is to establish value-added relationships with clients and prospects, to understand their financial needs, and to offer solutions for those needs. In this Role You Will * Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products, with an emphasis on Advisory solutions. * Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. * Build strong relationships with customers of the institution, profile and execute on new business, effectively work an existing book of business, assess customer needs and recommend the right combination of products and solutions by consistently using the prescribed sales process. * Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. * Complete all required compliance, regulatory and subject matter training and attend various organizational required meetings. * Achieve sales and revenue goals and meet certain professional growth and development goal * Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events. * Participate in execution of local marketing development plan. * Responsible for maintaining existing client relationships and following up with clients to manage future investment needs. Qualifications, Competencies and Skills Financial advisors must be able to meet basic client investment needs, including: * Growing and protecting assets * Funding for a secure retirement * Funding for child's or grand child's educations * Growth above inflation and taxes * Protection of assets from unexpected / large scale healthcare expense * Protection of assets from estate taxes QUALIFICATIONS/EXPERIENCE * FINRA Series Securities Industry Essentials Examination, 7, 63 registrations required; IAR (65/66 or appropriate designation) * Life, Health - Variable Licenses * Three years financial services sales - service experience preferred * Strong people, sales, and relationship skills * Proven oral and written communication skills * Self-starter eager to develop and expand knowledge Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $64,480.00
    $64.5k yearly 3d ago
  • Entry Level - Financial Advisor - MO, St. Louis (5206)

    EQH

    Finance internship job in Saint Louis, MO

    Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time
    $35k-70k yearly est. Auto-Apply 60d+ ago
  • Personal Lines Risk Advisor

    Powers Insurance and Risk Management

    Finance internship job in Saint Louis, MO

    Job Description Personal Lines Risk Advisor Reports To: COO, Personal Practice Leader Essential Functions: Generates leads, develops new accounts, and manages existing personal insurance accounts to ensure client satisfaction and maintain competitiveness in the personal lines marketplace. Position Summary Requires an enthusiastic, proactive individual with excellent communication skills, a strong relationship mindset, and the drive to grow and maintain a personal lines book of business. Must be a self-starter who enjoys helping clients protect what matters most and is motivated to consistently improve and grow. Duties/Activities Coordinates with Personal Lines Manager and/or Sales Leader to identify target markets and develop offerings that keep Powers competitive in the personal lines space Actively generates new leads and accounts through referrals, networking, community engagement, and digital outreach Follows up on all leads and referrals promptly and professionally Evaluates prospect needs and educates them on the value and scope of available coverage options Assists Personal Lines Marketer with quoting and placing new personal insurance accounts Positively represents Powers Insurance and the insurance profession in the community Stays current with industry trends and product offerings through training and continuing education Embraces a growth mindset-receptive to coaching, feedback, and skill-building Maintains thorough records of client activity and communications in the agency management system Participates fully in team and sales training programs as requested New Business Gathers all necessary personal risk details to create a comprehensive and accurate new business submission Works with Personal Lines Marketer to prepare applications, quote details, and supporting documents Reviews carrier quotes for accuracy and alignment with client needs Collaborates with Personal Lines Marketer and/or Account Manager to finalize and personalize proposal documents Presents coverage proposals to prospects in a clear, consultative, and professional manner Closes the sale by finalizing coverage, confirming premium payment method, and instructing team to finalize signatures and issue the corresponding policies Actively participates in networking/prospecting activities, including building regular referral partners Submits signed documents and binding confirmation to Account Manager Ensures delivery of policy documents to clients in a timely manner, when appropriate Renewal Business Reviews upcoming renewals with Account Manager to determine client contact strategy Obtains updated risk information to facilitate accurate renewal quotes Discusses coverage changes, updated risk exposures, and available policy enhancements with Account Manager Helps ensure client understanding and retention by maintaining proactive communication throughout the renewal process Builds and maintains strong client relationships throughout the policy lifecycle Miscellaneous Assists in collecting premiums (initial, earned, or audit) as needed; ultimate responsibility for uncollected agency bill premiums fall on the Producer Identifies opportunities for process improvement that benefit clients and agency operations Maintains strong collaboration and communication with Account Managers Performs additional duties and special projects as assigned Knowledge, Skills and Ability Requirements Self-starter, aggressive, detailed with follow-through. Experience in the insurance field preferred, but not required. Minimum 2 years' sales experience. Competent computer skills, particularly Microsoft Office products including Word, Excel, and Outlook, and the ability to master the agency management system. P&C Broker license required within 90 days. Disclaimer The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job. Associate must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. All employees must also demonstrate positive personal and interpersonal behavior and attitude with customers and employees in order to ensure a high level of expertise in supervision and general management. Compliance The associate has the responsibility to acquire and maintain the required knowledge of industry regulations and licenses and those regulations and policies inherent to position requirements.
    $35k-70k yearly est. 60d+ ago
  • Financial Advisor

    Compass Retirement Solutions

    Finance internship job in Saint Louis, MO

    Job DescriptionSalary: Base Salary + Commission About Us Compass Retirement Solutions is a growing financial firm dedicated to helping retirees and pre-retirees protect and grow their wealth. We provide qualified leads, marketing support, and a proven system to help advisors close business and maximize their earnings. What Were Looking For We are seeking a goal-oriented Financial Advisor who can turn qualified company leads into clients while also being motivated to generate their own business. The ideal candidate will be a strong closer with a 30%+ conversion rate on company leads and a hunger for personal growth. What Youll Do Work with pre-qualified leads provided by the companyno cold calling required. Convert at least 30% of company-generated leads into clients. Build relationships through consultations, educational events, and strategic follow-ups. Generate additional business through referrals and warm lead calls. Utilize our CRM and sales systems to track client interactions and maximize conversions. Stay up to date on industry trends, tax strategies, and financial solutions to deliver the best client outcomes. Compensation & Support Base salary + commissions (six-figure earning potential). Company-provided leads and marketing support to keep your pipeline full. Access to proven sales systems to improve closing ratios. Dedicated operations and marketing teams to help you focus on selling. Bonuses and incentives for top performers. Who You Are A licensed financial professional (Series 65 preferred or willing to obtain). A proven closer with experience in financial services, insurance, or investments. Competitive, driven, and hungry to succeed. A strong communicator who builds trust and credibility with clients. Self-motivated with the ability to balance company leads and self-generated business. Coachable and willing to follow a structured sales process. Why Join Us? Warm, pre-qualified leads providedno cold prospecting. A structured sales process with proven results. A supportive team environment focused on helping you succeed. Earning potential of $100,000 $300,000+ based on performance. Career growth opportunities within a fast-growing firm. If youre a driven financial professional who thrives on closing deals and wants the best of both worldsqualified leads and the freedom to grow your own book of businesswe want to hear from you!
    $35k-70k yearly est. 14d ago
  • Financial Advisor Entry Level

    Greater Heartland Financial Group-Prudential Advisors

    Finance internship job in Saint Louis, MO

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join Greater Heartland Financial Group Prudential Advisors - Career Changer Opportunity About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry. About LPL Financial: LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients. About Greater Heartland Financial Group Prudential Advisors At Greater Heartland Financial Group - Prudential Advisors, were dedicated to making lives better by solving the financial challenges of our changing world. Recognized by Investment News as the 2024 Employer of Choice for Advisors, Prudential fosters a supportive, growth-focused environment where professionals from all backgrounds can thrive. For over 150 years, weve led the way in expanding access to investing, insurance, and retirement security, guided by our values of trust, customer focus, respect, and integrity. Our team also takes pride in giving back, raising funds each year for Childrens Harbor, a nonprofit supporting seriously ill children and their families. Join an award-winning firm, honored with Prudentials 2023 Firm Trophy, and start building a career that makes a lasting impact. Our growing offices are located: 12312 Olive Blvd., Suite 300, St. Louis, MO 63141 8000 S. Chester St. Suite 325, Centennial, CO 80112 About the Role: Are you seeking a career change and passionate about helping others secure their financial futures? As a Financial Advisor with Prudential, we provide comprehensive training, mentorship, and the resources to succeed in a thriving industry. This role is ideal for individuals with a driven spirit, a strong desire to help others, and the drive to grow personally and professionally. No prior experience or licenses are required to apply! We will guide you through obtaining the necessary licenses and certifications. As a Financial Advisor, youll have the opportunity to work with clients to provide personalized financial plans, covering areas such as retirement, insurance, and education planning. While most workdays are based in the office, we offer some flexibility to support hybrid arrangements, allowing you to balance productivity with occasional alternative work settings as needed. With the backing of Prudential and LPL Financial, you'll have access to robust tools and resources to build your practice and support your career growth. Top Reasons Career Changers Could Thrive Here: Commitment to Success: Our structured training program ensures that you gain the knowledge and skills necessary to excel in the financial services industry. Unmatched Support: With mentorship from experienced professionals, you'll receive guidance every step of the way. Personal and Professional Growth: We focus on developing your career with continuous learning and advancement opportunities, allowing you to build a lasting, successful practice. Making an Impact: Help clients achieve their financial goals while securing a better future for themselves and their families. Our Differentiators: Open Architecture System: We offer a fiduciary approach with no proprietary product requirements, giving you the autonomy to choose the best solutions for your clients. Growth Opportunities: Whether you choose to buy a book of business or build your own practice, we offer rare opportunities for long-term career success. FREE Leads: Gain access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you. Advanced Technology: Benefit from cutting-edge tools and software designed to streamline your business operations and deliver an exceptional client experience. Meet our team: Eric Baumert, Regional Director: Eric Baumert is Regional Director for Greater Heartland Financial Group, where he supports advisors in scaling their businesses and achieving long-term success. With a background in retirement and employee benefits, he focuses on practice growth, marketing, and advisor development. A graduate of the University of NebraskaLincoln, Eric lives in Wahoo with his wife, Kelsey, and their three children. He enjoys golf, family time, and cheering for the Huskers. Michael Alexander, Managing Director: Michael Alexander is Managing Director for Greater Heartland Financial Group, leading teams across Missouri, Kansas, Arkansas, and Nebraska. Since joining Prudential in 2001, he has earned multiple conference qualifications and guided his firm to three Citation Awards and the 2023 Presidents Trophy. With nearly 25 years in the industry, hes known for his leadership and involvement with NAIFA, FINSECA, and MDRTs Center for Field Leadership. Michael lives in St. Charles, Missouri, with his wife, Kira, and their twins. He enjoys hunting, fishing, golfing, and cheering on the Kansas City Chiefs. Elizabeth Walker-Sadler, Director of Business Development: Elizabeth Walker-Sadler is a strategic leader with over 20 years of experience helping advisors grow meaningful, purpose-driven practices. Before joining Greater Heartland Financial Group, she served as Vice President at Ameritas Investment Company, leading national advisor acquisition and regional expansion. Her career also includes leadership roles at Transamerica and T. Rowe Price. Known for her relationship-first approach, Elizabeth specializes in advisor transitions, succession strategy, and business development. Mark Koski, Regional Director: Mark Koski is Regional Director for Greater Heartland Financial Group, where he leads the Investment and Financial Planning pillar. Joining Prudential in 2013, he built a successful advisory career, earning MDRT status and multiple conference qualifications before stepping into leadership. Under his direction, the firms financial planning revenue has increased tenfold and earned the 2023 Presidents Trophy. Mark lives in Lake St. Louis, Missouri, with his wife, Kayleigh, and enjoys sports and outdoor activities. Adam Maddox, Associate Managing Director: Adam Maddox is Associate Managing Director for Greater Heartland Financial Group, where he coaches advisors on growth, branding, client engagement, and succession planning. A graduate of the University of Central Missouri and former baseball player, Adam brings teamwork and leadership to every advisor partnership. He lives in Prairie Village, Kansas, with his wife, their two children, and their dog. Outside of work, he enjoys golfing and Kansas City sports. Our Ideal Candidate: Youre passionate about making a difference in people's lives and dedicated to helping clients meet their financial goals. You possess an driven mindset and are eager to learn. No prior financial licenses? No problem! Well help you obtain the necessary certifications to succeed in this role. Youre ready to take ownership of your career, learn new skills, and build a meaningful practice. Qualifications: No prior financial licenses requiredtraining and support provided. A strong desire to help others and build relationships. Excellent communication skills and the ability to work well in a team environment. An driven spirit with the drive to achieve success. Position Benefits and Compensation: Competitive compensation with potential for performance-based bonuses. 401(k) with matching contributions. Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals. Medical, dental, and vision benefits, along with healthcare reimbursement accounts. Life insurance, accident insurance, and disability income coverage. Mutual fund investment plans and business development programs. Apply Today to Start Your Career as a Financial Advisor with Prudential! Flexible work from home options available.
    $35k-70k yearly est. 13d ago
  • Aspiring Financial Advisors/Wealth Managers

    Accounting Career Consultants

    Finance internship job in Saint Louis, MO

    Why is This a Great Opportunity? This is an exceptional opportunity to launch a long-term career in wealth management by working directly with an experienced Financial Advisor. You'll gain mentorship, training, and hands-on experience in financial planning, investment strategies, and client relationship management - with the potential to build and eventually lead your own practice. Job Description: The Wealth Management Associate Program is designed to prepare motivated professionals for a career as a Financial Advisor. Working closely with a senior advisor, you'll support client service, portfolio development, and financial planning efforts while learning the fundamentals of the wealth management business. Key Responsibilities: • Provide direct client support and respond to service requests. • Assist in preparing client meetings and maintain up-to-date client information. • Support financial planning and investment analysis using industry tools. • Develop and recommend investment product solutions tailored to client goals. • Participate in client meetings and help manage ongoing relationships. • Learn the operations, compliance, and business development aspects of financial advising. Qualifications: • Bachelor's degree in Finance, Business, or related field. • Strong communication, technology, and organizational skills. • Ability to pass FINRA SIE, Series 7, and 66 exams within six months of hire. • Self-motivated with a strong desire to learn and grow in financial services. • Team-oriented with attention to detail and a positive attitude. • Commitment to earning the CFP designation within three years. #ACCNOR
    $35k-70k yearly est. 60d+ ago

Learn more about finance internship jobs

How much does a finance internship earn in Florissant, MO?

The average finance internship in Florissant, MO earns between $26,000 and $46,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Florissant, MO

$34,000
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