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2026 Summer Finance Undergrad Intern
MKS Instruments Inc. 4.8
Finance internship job in Broomfield, CO
Day in Your Life at MKS:
As a Finance Intern, you will partner with Cost Accounting, Engineering, Supply Chain, Operations, and Product Management to review financial performance and provide analysis for profitability growth.
Intern/Co-op Term: This is a 3-month internship/co-op beginning in Summer 2026.
Undergraduate Intern / Co-op Program Overview:
Intern/co-op within a functional area of MKS Instruments that provides students a comprehensive and engaging experience from before your program starts to after the program ends.
Meaningful work and project assignments
Networking opportunities with peers and executives
Exposure to different divisions of the business
Understanding of MKS Instruments' commitment to inclusion and belonging
You Will Make an Impact By:
Reviewing financial performance at a product level and functional cost center level
Working with data analytics team to identify and correct issues in the source data
Analyzing PowerBI User Interfaces to assess how they meet user requirements and drive improvements
Gaining a general understanding of Business Unit financial statements and providing guidance on opportunities for improvement
Travel Requirements: Up to 0% of Travel is required
Skills You Bring:
Enrolled in a Bachelor's Degree program in Finance, Accounting or relevant majors,
Experience with financial statements
Experience with Microsoft Excel
Data analytics curiosity and skills a plus
Preferred Skills:
Oracle ERP
Hyperion
PowerBI
Physical Demands and Working Conditions:
Perform activities such as sitting, standing, or typing for extended periods of time
Regularly requires good manual dexterity and coordination
Must be able to communicate information and ideas so others will understand
Must be able to exchange accurate information
The ability to observe documents and details at close range (within a few feet of the observer) Operates in a professional office environment
Constantly operates a computer and other office productivity machinery
Noise level in the work environment is usually average
Compensation and Benefits:
Hourly Pay Range: $20.00 to $27.00 per hour. This range is a good faith estimate of the expected salary range for this position, based on a wide range of factors including qualifications, experience and training, operational and business needs and other considerations permitted by law. At MKS, it is not typical for an individual to be hired at or near the top of the range for the role.
Benefits: MKS offers a benefits package for interns/co-ops working at least 20 hours per week, including 11 paid holidays, sick time, and 15 paid vacation days accrued on a biweekly basis.
The application period for the intern/co-op position is estimated to be through the end of March 2026; however, this may be shortened or extended depending on business needs and the availability of qualified candidates
MKS is an equal opportunity employer, including disability, veteran status and all categories protected by law. Please review our EOE statements for additional details.
#LI-DNI
Globally, our policy is to recruit individuals from wide and diverse backgrounds. However, certain positions require access to controlled goods and technologies subject to the International Traffic in Arms Regulations (ITAR) or Export Administration Regulations (EAR). Applicants for these positions may need to be “U.S. persons.” “U.S. persons” are generally defined as U.S. citizens, noncitizen nationals, lawful permanent residents (or, green card holders), individuals granted asylum, and individuals admitted as refugees.
MKS Inc. and its affiliates and subsidiaries (“MKS”) is an affirmative action and equal opportunity employer: diverse candidates are encouraged to apply. We win as a team and are committed to recruiting and hiring qualified applicants regardless of race, color, national origin, sex (including pregnancy and pregnancy-related conditions), religion, age, ancestry, physical or mental disability or handicap, marital status, membership in the uniformed services, veteran status, sexual orientation, gender identity or expression, genetic information, or any other category protected by applicable law. Hiring decisions are based on merit, qualifications and business needs. We conduct background checks and drug screens, in accordance with applicable law and company policies. MKS is generally only hiring candidates who reside in states where we are registered to do business.
MKS is committed to working with and providing reasonable accommodations to qualified individuals with disabilities. If you need a reasonable accommodation during the application or interview process due to a disability, please contact us at: accommodationsat *************** .
If applying for a specific job, please include the requisition number (ex: RXXXX), the title and location of the role
$20-27 hourly Auto-Apply 2d ago
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Customer Program Analyst Intern
Ardalyst
Finance internship job in Fort Collins, CO
Specifications:
Job Title: Customer Program Analyst Intern
Department: Program Engineering
Job Type: Full Time - Hourly
Rate: $18-23 commensurate with experience and expertise
Reports to: Associate Program Engineer
Company Introduction:
Ardalyst's primary goal is to deliver cybersecurity and digital transformation solutions that help our clients protect their business and expand their competitive edge. Ardalyst is a combination of the words ardent and catalyst, as we are passionate change agents looking to uplevel our whole industry. By challenging common wisdom, sharing best practices, and looking at problems differently, the Ardalyst team helps educate public and private institutions on how best to mature workforces, processes, and technologies to thrive and succeed in a rapidly changing environment.
Job Summary:
Fit for the Role:
We are seeking a motivated Customer Program Analyst Intern to add to our dynamic team. In this role, you may be responsible for different requirements depending on what technical proficiencies you bring to the table. This may include the preparation of documents, diagrams, and code, as well as the deployment of configurations and automation. This position offers a first-hand opportunity to explore the roles and responsibilities within a small start-up company.
Fit for the Culture:
Speak your mind - Collaboration is at the heart of everything we do and our belief in diversity of people supports our goal for diversity in thought. Ardalysts (that's just what we call ourselves) come ready to contribute and find solutions.
Act with independence - If you see a problem that needs solving, give a statement in the form of “I intend to (do this)”, then, get feedback, and carry out a solution.
Do research - When faced with uncertainty, take initiative to consult official documentation and reputable online resources. Summarize your findings and share them with the team to ensure clarity and alignment.
Prototype - The best solution is the fastest, minimally viable solution done against the principles defined for the goal. Create something quick, check in often, and iterate from there.
Focus On Your Strengths - We invest in understanding the strengths and weaknesses of each employee so that you can shine at what YOU do best.
See Yourself Grow - Ardalysts have cited being encouraged to take educated risk, kick-start progress, and advance their skills as one of their favorite things about working at Ardalyst and we're determined to keep it that way.
Bootstrapper - you can create new things, not just manage existing ones. You work well individually and as a team. You don't let fear of failure get in your way and keep trying until you have a breakthrough.
Innovator - once you have something built, you can systematize it, make it repeatable, and iterate on it to create improvement.
Geek - you crave the details, can't stop learning, and love to teach others.
To help understand our culture and operating model, we recommend you read Patrick Lencioni's "The Advantage" and David Marquet's "Turn the Ship Around!"
Potential Duties/Responsibilities:
The illustration of diagrams depicting customer environment.
The completion of document-based artifacts necessary for assessments
Configuring customer M365 environments, including Azure and Intune
The automation/scripting of configurations to customer M365/Azure environments
The automation/scripting of the creation of document-based artifacts or diagrams
Utilize Scrum methodologies to assign and delegate tasks to ensure that the team's work aligns with priorities, ensuring that the team is fully deployed and not idle.
Use AI to help automate processes and create AI agents.
Requirements:
Ability to manage time effectively, prioritize tasks and proven ability to meet deadlines.
Obtain basic Microsoft and CMMC certificates within first 6 months of employment, including:
CMMC Registered Practitioner (RP)
CMMC Registered Practitioner Advanced (RPA)
Microsoft SC-900 Security, Compliance, and Identity Fundamentals
Microsoft AZ-900 Azure Fundamentals
Microsoft MS-900 M365 Fundamentals
Ability to self-study documentation, including compliance and regulatory documentation such as:
The CMMC Assessment Guide
The CMMC Scoping Guide
32 CFR Part 2002
32 CFR Part 170
Qualifications:
Highschool diploma or GED required; Bachelor's degree or 2+ years job experience preferred
Superior attention to detail.
Aptitude for learning new software and systems.
Ability to work independently or in a team environment.
Excellent communication skills, both written and oral.
Ability to work quickly and efficiently.
Benefits:
401(k) Retirement Plan
Health, Dental, Vision and Life insurance
Short Term and Long-Term Disability insurance
Monetary assistance with training and certifications
Flexible Hours
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Occasionally going up and down stairs carrying ~10lbs.
Disclaimer
Ardalyst Holdings, LLC and their operating companies are EOEs that empower employees, no matter their race, color, religion, sex, gender identity, sexual orientation, national origin, disability, veteran status, or other protected characteristic-to meet and exceed customer expectations and thrive in a collaborative and dynamic work environment.
$18-23 hourly 12d ago
Financial Advisor
Firstnational 3.8
Finance internship job in Fort Collins, CO
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Our Modern, Flexible Workplace:
We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.
Summary of the Job:
The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.
About This Role:
Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers.
Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance.
Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals.
Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships.
Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients' needs.
Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency.
Community Engagement: Actively participate in local civic organizations, fostering connections within the community.
Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities.
The Ideal Candidate for This Role:
Required Qualifications:
Bachelor's degree in Business Administration or related field or equivalent experience.
3 years of experience in the investment or financial services industry.
FINRA Series 7 and 66 (or Series 63 & 65) registrations.
State Life, Accident & Health and Variable Contract insurance licenses.
Previous successful business development activities and effective relationship management experience.
Proven sales skills, preferably in the investment industry.
Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
Ability to work collaboratively and cohesively within a team environment.
Strong knowledge of the finance industry and the local, state, national and global economy.
Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer.
Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.
Understands and contributes to intended customer experience of helpful, easy and personal.
Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.
Compensation and Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20250686
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$58k-96k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Career Headhunter
Finance internship job in Fort Collins, CO
Financial Advisor - Build an Independent Practice with Fortune-500-Level Resources
Flexible / Hybrid
Why Advisors Choose Strategic Financial Concepts
Big-Firm Muscle, Independent Mind-Set - Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships.
Uncapped Earnings - Residual income, uncapped commissions, performance bonuses, and incentive trips-no production grid that clips your upside.
Holistic Planning Platform - Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool.
Work Your Way - Set your own schedule, choose your preferred products, and craft the client experience you envision.
Collaborative Culture - Joint work, mentorship, and continual professional development fuel faster growth.
What You'll Do
Acquire & Deepen Relationships - Prospect, network, and build trust with high-potential households and business owners.
Diagnose & Design - Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies.
Implement & Monitor - Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve.
Champion Compliance - Operate at a fiduciary standard and uphold SFC's ethical culture.
Grow the Brand - Share best practices and collaborate with peers to elevate the client experience firm-wide.
What You'll Need
Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).
Experience: Proven success in financial services-or a strong, metrics-driven sales track record and desire to excel.
Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model.
Education: Bachelor's degree or equivalent professional experience.
What We Provide
Compensation & Benefits
W-2 status with 7.5 % FICA
401(k) with 6 % company match
Medical, dental, vision, life & disability insurance
National recognition programs and chairman's trips
Practice-Building Tools
End-to-end transition support and marketing concierge
CRM, financial planning, and portfolio management tech stack
In-house product specialists and advanced planning team
Freedom & Flexibility
No product quotas or commission caps
Remote, hybrid, or office options to suit your lifestyle
Clear paths to leadership and equity participation for top performers
Apply Today
Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values?
Strategic Financial Concepts - where your success is our strategy.
Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
$38k-72k yearly est. Auto-Apply 13d ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Fort Collins, CO
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$54k-94k yearly est. Auto-Apply 15d ago
Financial Representative Career Changer
Yoder District
Finance internship job in Fort Collins, CO
Benefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact-both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):Northwestern 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 policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE as one of the “World's Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business:Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men's Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:As a Financial 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:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $65,000.00 - $85,000.00 per year
$26k-39k yearly est. Auto-Apply 19d ago
Financial Representative Career Changer
Yoder District-Northwestern Mutual
Finance internship job in Fort Collins, CO
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):
Northwestern 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 - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:
As a Financial 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:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$26k-39k yearly est. 21d ago
Financial Analyst
Modern Family Law 3.7
Finance internship job in Fort Collins, CO
Job Description
Modern Family Law, a rapidly expanding national family law firm, is seeking an experienced Financial Analyst to join our team. The Financial Analyst will provide financial insights, forecasting, and data-driven recommendations to support strategic decision-making across a multi-location law firm. This role is critical to ensuring accurate financial planning, operational efficiency, and compliance. This role serves as the operational owner of the forecasting and financial analysis process, ensuring timely, accurate, and well-structured financial outputs that enable strong executive decision-making.
Modern Family Law offers competitive compensation, a wide range of benefits, and a culture built on family values. This role is remote, but the Financial Analyst must reside in Colorado.
Key Responsibilities:
Financial Forecasting & Analysis
Collect, validate, and consolidate monthly forecasts for 13+ locations to support firm-wide financial planning.
Analyze trends and variances; proactively identify and notify CFO of risks and opportunities.
Assist in budgeting cycles and ongoing revenue/expense analysis.
Serve as the firm's primary point of coordination for forecasting inputs from Operations, HR, Billing, and other departments, ensuring completeness and timeliness.
Data, Systems & Automation
Extract and interpret data from core systems to generate actionable insights.
Support process improvement and automation initiatives, including Power BI implementation.
Build and maintain data workflows that enhance visibility and decision-making.
Continuously enhance forecasting tools, models, and automation pipelines to reduce manual effort and increase forecasting accuracy.
Cross-Functional Collaboration
Partner with Operations, HR, Billing, and other departments to ensure accurate data inputs.
Participate in cross-departmental training and knowledge-sharing sessions.
Compliance & Reporting
Support internal controls and compliance-related tasks.
Prepare recurring and ad-hoc financial reports for leadership.
Strategic Support
Complete special projects and analyses as assigned by the CFO.
Other duties as assigned.
Requirements
As Modern Family Law operates as a remote-first firm, all employees are expected to maintain a professional home workspace with a reliable internet connection and to be available during normal business hours.
2-3 years of financial analysis experience in a mid- or large-size organization.
A Bachelor's degree is required.
Comfortable working with multiple systems and large datasets.
Ability to work extended hours during peak financial cycles or special projects.
Demonstrated ability to manage recurring financial cycles independently and ensure deadline-driven deliverables without extensive oversight.
Technical Skills and Competencies:
Technical Skills
Advanced proficiency in Microsoft Excel and familiarity with Microsoft Suite (Word, PowerPoint).
Experience with Power BI strongly preferred.
Ability to build, maintain, and troubleshoot forecasting models, templates, and data workflows.
Behavioral Competencies
Strong analytical mindset with ownership mentality.
Detail-oriented, dependable, and adaptable in a fast-paced environment.
Excellent communication skills; able to interact professionally with all levels of personnel, including management and support staff.
Ability to manage multiple priorities and work under minimal supervision.
Proactive self-starter who understands details within a larger context.
Demonstrated reliability and ability to learn new technology quickly.
Excellent client service skills; organized and able to handle multiple matters simultaneously.
Flexibility to respond quickly and positively to shifting demands and deadlines.
Benefits
Mandatory Notices for Applicants:
ADA Compliance:
Candidates must be able to perform the role with or without reasonable accommodation. Requests for accommodation should be made to the Director of People & Culture in advance.
Compensation and Benefits:
Salary Range: $90,000 - $110,000, adjusted for experience, location, and job-related factors. This range is a reasonably reliable estimate of the base salary that this individual is expected to receive. Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law.
Comprehensive benefits package includes health insurance, HSA/FSA options, short-term and long-term disability, dental and vision care, life insurance, 401(k), vacation, sick time, and access to an employee assistanceprogram. Additional voluntary benefits include accident insurance, life insurance, disability insurance, critical illness insurance, long-term care insurance, and pet insurance. Commuter and transit benefits may be available in some locations.
Modern Family Law will consider all qualified applicants with arrest or conviction records. Modern Family Law is committed to diversity and inclusion in the workplace and has zero tolerance for harassment of any kind. Individuals seeking employment at MFL are considered without regard to their race, color, religion, sex, sexual orientation, gender identity, transgender experience, national origin, age, marital status, ancestry, disability, military status (including discharge status), genetic information, or any other protected class status as set forth by local, state, and federal law.
$90k-110k yearly 27d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance internship job in Cheyenne, WY
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-115.5k yearly 31d ago
Financial Analyst
Open Door Organizational Solutions 4.5
Finance internship job in Fort Collins, CO
Analyze and gather current and historical operational and financial data, with the goal of delivering actionable recommendations for improvement to operations
Advise decision makers on the appropriate courses of action, develop appropriate communication plans and documentation.
Researching and troubleshooting problems utilizing variance analysis.
Documenting process flows and creating procedure manuals for the functions performed
Document project lifecycle documentation, including success measurements and tracking.
Develop financial modeling or other business modeling, including return on investment calculations
Contributing to the development of re-engineering methods to improve processes, reduce risks, increase controls and/or increase customer satisfaction
Sharing knowledge of processes and systems with new analysts
Interface with key executives and physician leaders, and liaise with corporate and operational departments on various operational issues
Analyze and gather current and historical operational and financial data, with the goal of delivering actionable recommendations for improvement to operations
Advise decision makers on the appropriate courses of action, develop appropriate communication plans and documentation.
Researching and troubleshooting problems utilizing variance analysis.
Documenting process flows and creating procedure manuals for the functions performed
Document project lifecycle documentation, including success measurements and tracking.
Develop financial modeling or other business modeling, including return on investment calculations
Contributing to the development of re-engineering methods to improve processes, reduce risks, increase controls and/or increase customer satisfaction
Sharing knowledge of processes and systems with new analysts
Interface with key executives and physician leaders, and liaise with corporate and operational departments on various operational issues
$44k-68k yearly est. 60d+ ago
Golf Pro Shop Seasonal Intern-The Olde Course/Cattail Creek-Part Year
City of Loveland 3.7
Finance internship job in Loveland, CO
Performs varied pro shop duties as the front-line customer service representative and cashier at Mariana Butte Golf Course, Loveland Olde Course or Cattail Creek. Must be able to work variable work hours including early mornings, late evenings, weekends and holidays. The salary range for this position is $15.16- $18.51 per hour depending on qualifications and experience. Position will remain open until filled.
A successful candidate would have an extensive background of providing excellent customer service in a fast-paced environment. This position offers the opportunity to gain experience in all aspects of operating a golf course including but not limited to, golf shop operations, cart fleet management, tournament operations, and pace of play management. In season availability of up to 40 hours/week including weekend and holidays is required.
This is a seasonal non-benefitted position working up to 40 hours a week for 6 months max!
Benefits include discounted rounds of golf and a discount in the Pro Shop!
Essential Functions:
* Coordinates with the Golf Professional and Assistant the opening and closing of the facility.
* Assists golf play activities on the course.
* Collects fees and assists with sales of pro shop merchandise.
* Assists with golf cart staging, realigning, cleaning or taking unneeded carts to cart barn.
* Picks up empty range ball baskets on driving range and empty trash containers around clubhouse.
* Enhances golf course image through quality customer service provided to all customer.
Other Job Functions:
* May be required to work at different facilities in other areas of the division.
* Duties may also include trash removal, cleaning, painting and other maintenance tasks as required.
* Performs other duties as assigned.
Qualifications:
Education:
* High School graduate or GED required.
Experience:
* 1 year previous work experience performing similar customer service duties, including high degree of public contact and customer relations in a fast-paced environment.
* Must be a minimum age of 18 at time of hire.
* Experience with computerized cash register highly desirable.
Certifications:
* Must possess a valid driver's license.
Knowledge, Skills, and Abilities:
* Must possess general working knowledge of pro shop procedures and methods.
* Requires typing at a speed that would enable a transaction or project to be completed in a timely manner.
* Communicate effectively with co-workers and the general public.
* Answer telephones and clearly communicate information.
* Deliver excellent customer service skills and be able to deal with customers diplomatically and effectively and demonstrate the skills of good judgment and patience.
* Complete fee transactions quickly and accurately. Must be able to operate menu driven computer/cash register system.
Physical Demands and Working Conditions:
* Frequent light to moderate physical effort that includes frequent standing or walking or maintaining arms and hands in the same position for repetitive tasks.
* Frequently works with light objects and light hand tools.
* Occasional exposure to routine office noise and equipment.
* Occasional exposure to hazards that are predictable or well protected against.
* Occasional exposure to heat and noise along with working outside in the elements.
This is not designed to contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.
With over 300 days of sunshine, and just 30 miles from Rocky Mountain National Park in the heart of northern Colorado, Loveland is an ideal community for anyone to call home. Known as the Sweetheart City, this vibrant cultural hub is home to nearly 500 sculptures and public art installations, the world-famous Valentine Remail Program, and picturesque views of the Rocky Mountains. The community is bustling with a thriving arts, brewery, foodie and shopping scene. Enjoy headliner concert and theatre productions, professional hockey events, endless community recreation and open space opportunities, art and sculpture shows, and several local festivals. Loveland also boasts an award-winning golf course and an inclusive library and community center. Loveland, Colorado has EVERYTHING YOU LOVE!
In 2020, Loveland was the only Colorado City to win the Governor's Award for Downtown Excellence, is the top residential recycling City in the state for 4 consecutive years and has been ranked as one of the top places to live, work and raise a family in the U.S. and as one of the Most Idyllic Picturesque towns in America.
Apply today to join more than 800 employees who work to meet the core values of: Accountability & Integrity, Transparency & Honoring the Public Trust, Collaboration, Innovation, Safety, Excellent Service with Courtesy and Kindness. The City of Loveland is a diverse and welcoming community organization and our employees enjoy a competitive benefits program, various opportunities for growth and development, and an exceptional work-life balance.
A vibrant community, surrounded by natural beauty, where you belong!
Non Benefit Eligible Benefits Package Includes:
* Retirement - 457 employee funded plan
* Medical Leave - Up to 48 hours accrued. Accrue 1 hour of leave per 30 hours worked
Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions.
City of Loveland s are designed to describe the general nature and level of work necessary to perform well in the job; they are not intended to provide an exhaustive list of responsibilities, skills, and qualifications. City of Loveland job descriptions may be updated periodically, and additional activities, duties or responsibilities may be assigned by management as deemed appropriate.
The City of Loveland provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, genetic information, age, or any other status protected under federal, state, and/or local law.
The City of Loveland will begin participating in E-Verify. In accordance with E-Verify requirements, upon your date of hire the City of Loveland will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. E-Verify Notice of Participation. Learn more about your right to work. Visit E-Verify.gov for more information.
A driving record and background check, including a criminal sex offender search, will be obtained pre-employment.
$15.2-18.5 hourly 7d ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Fort Collins, CO
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$54k-94k yearly est. Auto-Apply 13d ago
Financial Representative Entry Level
Yoder District-Northwestern Mutual
Finance internship job in Fort Collins, CO
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):
Northwestern 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 - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:
As a Financial 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:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$26k-39k yearly est. 28d ago
Financial Analyst
Firstnational 3.8
Finance internship job in Fort Collins, CO
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
The Analyst II, Finance is responsible for accounting, performing financial reporting, and completing analysis of assigned business units. This role will partner with business unit managers and the finance team to prepare and review operating budgets, forecasts, monthly financials, and performance analysis. This may include, but is not limited to monthly journal entries, reconciliations, income and expense analysis, loan and deposit review, business unit and regulatory reporting, and ad-hoc analysis requests. This position is part of the Business Segment Finance team. As part of the Business Segment Finance team, this position will work closely with the business line managers and be actively involved in day-to-day finance activities and other ad hoc analysis projects focused on driving profitability and focused on actioning data.
About This Role:
The successful candidate is a self-starter who can design, plan, and execute on preparing reports ensuring accurate, timely, and actionable financial reporting. Additional responsibilities and accountabilities include:
Develop and maintain competency within the bank's financial systems to facilitate segment and business unit specific reporting and analysis
Demonstrates a proven track record in retrieving data from multiple sources and able to effectively utilize/analyze this data and display it in a meaningful way to management.
Develop, prepare, and improve financial reporting to assist in the ongoing management and evaluation of the business
Ensure accurate and timely completion of monthly reporting, supporting processes and variance analysis
Perform processes and reporting that include vendor payments, T&E processing, GL account reconciliation, and journal entries
Work with business unit managers for analysis of business and business products, preparation of forecasts and budgets
Demonstrates adaptability in adjusting analysis, reporting, and forecasting to accommodate the changing business dynamics/products
Demonstrates ability to work with cross-functional teams to complete tasks and improve efficiencies
Continuously identify opportunities for increased efficiency/accuracy
Identify other areas to leverage information
The Ideal Candidate for This Role:
Required:
Bachelor's degree, preferably in Finance, or equivalent experience
1-3 years of financial analyst experience
1-3 years budget/forecasting experience
Ability to work in large and medium sized project teams, as self-directed contributor with a proven track record of being detail orientated, innovative, creative, and strategic
Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance in alignment with departmental/divisional policy
Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. Complete compliance training and adhere to internal procedures and controls, as required
Proficiency with Microsoft Office Products (Excel, Word, PowerPoint), and Adobe required
Desired:
Analytical experience and/or aptitude
Ability to work with large amounts of data highly desired
Interest in financial services and commercial banking
Experience with PowerBI, Business Objects, Access or other reporting tools.
Key Skills:
Complex Excel models/calculations and Excel add-ins
Budgeting/Forecasting
Strong aptitude for accounting and financial statement analysis
Independent research and problem-solving skills
Detail oriented with good organizational skills
Strong verbal and oral communication skills
Ability to collaborate across departments
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work in a hybrid capacity, balancing in-person collaboration three (3) days a week with remote flexibility two (2) days a week. As part of our team, you'll experience the energy and relationship-building of face-to-face collaboration while still enjoying the flexibility of remote workdays. We provide the tools and technology to ensure seamless transitions between work environments, supporting your productivity wherever you are. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251766
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$62k-102.4k yearly Auto-Apply 15d ago
Entry-Level Financial Advisor
Career Headhunter
Finance internship job in Greeley, CO
Entry-Level Financial Advisor - Remote / Hybrid
Launch Your Career with Fortune-500-Level Support
Uncapped Earnings - Base draw plus commission, residual income, and performance bonuses.
Big-Firm Resources - National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
Mentorship & Training - Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
Flexibility & Autonomy - Remote or hybrid schedule that supports work-life balance.
Comprehensive Benefits - 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.
What You'll Do
Generate & Qualify Leads - Prospect by phone, email, social media, and networking events; screen for fit.
Build Relationships - Nurture prospects, request referrals, and coordinate meetings with senior advisors.
Support Clients - Address questions, surface needs, and introduce insurance and investment solutions.
Joint Work & Learning - Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
Expand Our Reach - Cultivate channel partners (business owners, associations, community groups).
What You'll Bring
Education: Bachelor's in Business, Marketing, or similar (or equivalent experience).
Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
Licensing: Life & Health license preferred-or commitment to obtain quickly (firm-sponsored).
We Provide
Compensation & Benefits
W-2 with 7.5 % FICA
401(k) with 6 % match
Medical, dental, vision, life & disability coverage
National recognition programs and chairman's trips
Career Launch Package
Licensing fees and study materials paid
Structured 90-day ramp with dedicated mentor
Marketing leads, digital tools, and administrative support
Clear pathway to Senior Advisor, Recruiting, or Leadership tracks
Your Next Step
Ready to turn ambition into a rewarding advisory career?
Strategic Financial Concepts - Your success starts here.
Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
$38k-72k yearly est. Auto-Apply 13d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance internship job in Cheyenne, WY
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 45d ago
Financial Representative Entry Level
Yoder District
Finance internship job in Cheyenne, WY
Benefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact-both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):Northwestern 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 policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE as one of the “World's Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business:Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men's Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:As a Financial 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:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $65,000.00 - $85,000.00 per year
$24k-38k yearly est. Auto-Apply 5d ago
Financial Advisor
Career Headhunter
Finance internship job in Boulder, CO
Financial Advisor - Build an Independent Practice with Fortune-500-Level Resources
Flexible / Hybrid
Why Advisors Choose Strategic Financial Concepts
Big-Firm Muscle, Independent Mind-Set - Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships.
Uncapped Earnings - Residual income, uncapped commissions, performance bonuses, and incentive trips-no production grid that clips your upside.
Holistic Planning Platform - Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool.
Work Your Way - Set your own schedule, choose your preferred products, and craft the client experience you envision.
Collaborative Culture - Joint work, mentorship, and continual professional development fuel faster growth.
What You'll Do
Acquire & Deepen Relationships - Prospect, network, and build trust with high-potential households and business owners.
Diagnose & Design - Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies.
Implement & Monitor - Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve.
Champion Compliance - Operate at a fiduciary standard and uphold SFC's ethical culture.
Grow the Brand - Share best practices and collaborate with peers to elevate the client experience firm-wide.
What You'll Need
Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).
Experience: Proven success in financial services-or a strong, metrics-driven sales track record and desire to excel.
Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model.
Education: Bachelor's degree or equivalent professional experience.
What We Provide
Compensation & Benefits
W-2 status with 7.5 % FICA
401(k) with 6 % company match
Medical, dental, vision, life & disability insurance
National recognition programs and chairman's trips
Practice-Building Tools
End-to-end transition support and marketing concierge
CRM, financial planning, and portfolio management tech stack
In-house product specialists and advanced planning team
Freedom & Flexibility
No product quotas or commission caps
Remote, hybrid, or office options to suit your lifestyle
Clear paths to leadership and equity participation for top performers
Apply Today
Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values?
Strategic Financial Concepts - where your success is our strategy.
Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
$37k-71k yearly est. Auto-Apply 13d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance internship job in Cheyenne, WY
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**Responsibilities**
+ Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies
+ Learns the Cardinal systems to track and validate the calculations of supplier rebates
+ Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly
+ Assist vendors and internal sourcing teams with any disputes/inquiries
+ Assist internal cash team with payment application details for vendor payments
+ Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy
**_Qualifications_**
+ 3-6 years of experience, preferred
+ Bachelor's degree in related field, preferred, or equivalent work experience, preferred
+ Proficient in Microsoft Office Suite (e.g. Excel)
+ Experience with SAP or similar ERP systems
+ Experience with contracts and agreements
+ Strong organizational skills
+ Strong communication skills
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500 - $96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 36d ago
Financial Representative Entry Level
Yoder District-Northwestern Mutual
Finance internship job in Cheyenne, WY
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.
Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.
We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.
Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
Expansion across Jackson, WY.
A Glance at Northwestern Mutual (NM):
Northwestern 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 - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Haley Stevens - Chief Operating Officer:
How long with NM? Joined Northwestern Mutual 7 years ago.
Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Bailey Bergstrom - Director of Recruitment and Selection:
How long with NM? Been with Northwestern Mutual for 2 years.
Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 29 years.
Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Cory Schroeder - Managing Partner, Wealth Management Advisor:
How long with NM? Been with Northwestern Mutual for 5 years.
Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
How long with NM? Been with Northwestern Mutual for a year and a half.
Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
How long with NM? Been with Northwestern Mutual for 19 years.
Prior Experience? Began his career with NM as an intern while attending Colorado State University.
Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
About the Financial Representative Role:
As a Financial 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:
Education: A bachelor's degree is preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
How much does a finance internship earn in Fort Collins, CO?
The average finance internship in Fort Collins, CO earns between $29,000 and $48,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.
Average finance internship salary in Fort Collins, CO
$37,000
What are the biggest employers of Finance Interns in Fort Collins, CO?
The biggest employers of Finance Interns in Fort Collins, CO are: