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  • Financial Advisor

    Capital Credit Union 4.1company rating

    Finance internship job in Green Bay, WI

    Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by being responsible for helping members plan and manage their financial goals, including investments, retirement planning, and risk management. You will work closely with members to understand their financial situation and provide them with personalized advice and strategies to help them achieve their objectives Essential Responsibilities Meet with members to understand their financial goals and objectives Analyze members' financial situation and provide personalized advice and strategies Create and implement financial plans for clients, including investment portfolios and retirement plans Monitor and review members' financial plans and make recommendations for adjustments as needed Stay up-to-date with changes in the financial industry and regulations Maintain accurate records of clients' financial information, contacts, and transactions. Have working knowledge of financial and insurance products and services, and understand products and services offered by LPL Financial Services and Capital Credit Union Effectively use databases and software programs to monitor member accounts, verify transactions, schedule reviews, and perform other functions as needed Travels between branches as necessary. Necessary Experience and Qualifications FINRA Series 7, 66, OR 63 & 65 required Life insurance license required Minimum of at least 5 years working in the field of investments In-depth investment and insurance product knowledge Strong problem-solving and decision-making skills Clean U-4 Requires a comprehensive knowledge of the correct grammar and setup used for business documents. Ability to read and interpret documents such as excel spreadsheets and business written reports. Ability to write routine reports and correspondence. Must have interpersonal skills necessary to deal effectively and efficiently with a diverse group of people in sometimes stressful situations, while maintaining a professional demeanor and atmosphere. Requires excellent communication/listening skills necessary to instruct new and existing employees and deal diplomatically and effectively with difficult situations. Must be able to closely examine documentation (including letters, memos, and reports). Requires a high degree of accuracy. Requires the ability to apply common-sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Must possess valid driver's license for travel to various branches, and also meetings, seminars, or conferences. Work Environment and Physical Requirements Office environment with moderate level of noise Frequent use of telephone, copier, computer, fax machine and other office machines Prolonged sitting or standing Frequent mental and visual concentration Minimal lifting of up to 25 pounds The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements. Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
    $73k-113k yearly est. 41d ago
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  • Finance Intern - Summer 2026

    Lakeside Foods 3.4company rating

    Finance internship job in Manitowoc, WI

    > At Lakeside Foods and our family of companies, we're committed to providing wholesome foods to enrich people's lives through food. We are a culture that pursues our vision of growth and innovation with passion, confidence, and commitment. We are strongest together - valuing collaborative contribution, transparency and new ideas to enable change and growth. We are committed to an inclusive and respectful environment that promotes a healthy work-life balance, and there's a seat at the table for you. Lakeside Foods is seeking a detail-oriented and motivated Finance Intern to join our team for the summer of 2026. This internship offers a valuable opportunity to gain hands-on experience in financial operations and accounting practices. You will support the finance department by contributing to key projects and assisting with daily tasks that ensure the accuracy and timeliness of financial information. What You'll Do: * Prepare tax schedules and profit-by-business reports * Edit grower payables and assist with fiscal close duties * Assist with Census and Annual Survey preparation * Compile sales reports and file Sales & Use tax * Process Certificates of Insurance * Manage W-9 letters, 1099 forms and new vendor information What You'll Bring: * Junior or Senior status in a 4-year degree program majoring in Finance, Accounting, or Business Administration * Strong organizational skills and attention to detail * Strong communication skills, both written and verbal * Proficiency in Microsoft Office and some familiarity with accounting software * Ability to manage multiple tasks and meet deadlines What You'll Get: * Real-world experience in finance and accounting * Mentorship and training from experienced professionals * Opportunities for job shadowing and professional development * A supportive and friendly office environment * "Dress for Your Day" dress code * Paid Internship Lakeside Foods and our family of companies welcomes people of all backgrounds and the varied ideas they bring to the workplace. Being an equal opportunity and affirmative action employer is part of our heritage and culture. We recruit, hire and promote employees based on qualifications and merit, without regard to race, religion, age, gender, disability, marital or veteran status. Lakeside Foods participates in E-Verify. Equal Opportunity Employer, including Veterans and Individuals with Disabilities Nearest Major Market: Green Bay Nearest Secondary Market: Appleton
    $34k-43k yearly est. 19d ago
  • Financial Advisor

    MBE Wealth

    Finance internship job in Sturgeon Bay, WI

    What's the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts, be detail-oriented, and professional, and have excellent written and verbal communication skills. MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate. What experience and skills do I need to be successful? Bachelor's degree in finance, business administration, or a related business field. Experience in a financial advisor or related position. Series 66 or Series 65 licensure. General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM. Excellent personal skills when dealing with clients of all ages and from all walks of life. Great Perks and Benefits: Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition: Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting. How do I join? The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Jazmine Hoile, on LinkedIn. More about MBE Wealth: MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
    $58k-109k yearly est. 33d ago
  • GPXpress Business Support Internship - Summer 2026

    Koch Industries, Inc. 4.7company rating

    Finance internship job in Green Bay, WI

    Your Job The GPXpress department within Georgia-Pacific (GP) is seeking interns to join our team this upcoming Summer 2026 (May - August) in Green Bay, WI. Our in-person internship program is designed to emphasize sales strategy and techniques and offer exposure to a variety of business functions and capabilities across Georgia-Pacific's Consumer Products business (Retail & Away-From-Home). Koch has been consistently selected as one of the top 100 Internship Programs in the U.S by WayUp. The onsite internship opportunity will be a 12-week program running from late May to mid-August 2026. Want to know what it's like to intern at Koch? Click Here! Our Team The GPXpress team is responsible for supporting our sales team by providing technical support to our customers, analyzing metrics and reports, and assisting in product sales. Our team understands the voice of the customers and has a passion for serving them. We have a diverse team and welcome diversity of thought and background and consistently seek ways to do things better and more efficiently. What You Will Do * Own a strategic project aligned with business initiatives. * Have the opportunity to explore their skills and interests while driving meaningful mutual value in addition to developing professionally. Our interns work alongside our employees to solve real problems and offer insights that benefit society through improving our products and services. In addition to being a contributor on their team, interns at Koch Companies learn about our unique Principle-Based Management culture, enjoy a variety of networking events to promote lasting career connections, and partner with interns from other disciplines on case studies, and participate in our #LifeAtKoch Challenge. These are just a few key aspects of our internship program. Who You Are (Basic Qualifications) * Enrolled in a degree or alternative program. (e.g., 2-year technical college program, certificate program, upskilling program, etc.) * Eligible for full-time employment on or before Summer 2028. * Legal authorization to work permanently in the United States for any employer without requiring a visa transfer or visa sponsorship. What Will Put You Ahead * Preferred candidates will be eligible for full-time employment on or before Summer 2027. At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here. Who We Are As a Koch company and a leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialist fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. In addition to the products we make, we operate one of the largest recycling businesses. Our more than 30,000 employees in over 150 locations are empowered to innovate every day - to make everyday products even better. At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click here for additional information.
    $36k-43k yearly est. 6d ago
  • Entry Level - Financial Advisor - WI, Green Bay (2636)

    EQH

    Finance internship job in Green Bay, WI

    Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time
    $58k-108k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance internship job in Appleton, WI

    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.
    $68k-120k yearly est. Auto-Apply 19d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance internship job in Green Bay, WI

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500Âą company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ÂąFortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 40d ago
  • Financial Advisor - Green Bay, WI and Surrounding Areas

    Thrivent Financial 4.4company rating

    Finance internship job in Green Bay, WI

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $52k-100k yearly est. Auto-Apply 60d+ ago
  • Business Solutions Intern

    ITW 4.5company rating

    Finance internship job in Appleton, WI

    We are seeking a motivated and detail-oriented Business Solutions Intern to join our team and support our Dynamics 365 Finance and Operations (D365 F&O) ERP environment. This role will be focused on assisting the Business Solutions team with initial support for functional processes, troubleshooting, documentation, and user assistance. The intern will gain hands-on experience with enterprise resource planning (ERP) systems and exposure to core business processes across finance, supply chain, and operations. Key Responsibilities Provide first-line support for users by logging, categorizing, and resolving basic functional issues in Dynamics 365 Finance and Operations. Document common user issues, resolutions, and process enhancements for knowledge sharing. Assist with testing configurations, updates, and new features within D365 F&O. Support end-users in navigating workflows and functional processes such as procurement, finance, inventory, and master data management. Collaborate with the Business Solutions team to identify recurring problems and recommend process improvements. Participate in creating training materials, quick reference guides, and user documentation. Shadow team members to learn how core ERP processes support business objectives. Assist with data validation, reporting, and system monitoring tasks as assigned. Qualifications Current student pursuing a degree in Information Systems, Business Administration, Supply Chain Management, Finance, or related field. Strong analytical and problem-solving skills with a detail-oriented mindset. Interest in ERP systems, business processes, and technology solutions. Proficiency in Microsoft Office tools (Excel, Word, PowerPoint). Excellent communication skills and the ability to work collaboratively with diverse teams. Prior coursework, exposure, or interest in Dynamics 365 or other ERP platforms is a plus. What You'll Gain Hands-on experience supporting an enterprise ERP environment. An understanding of core financial, supply chain, and operational processes. Exposure to system testing, troubleshooting, and change management practices. Mentorship and guidance from experienced professionals in ERP and business systems. Real-world experience that prepares you for roles in business analysis, ERP consulting, or systems support. Company Description Comprised of a market-leading portfolio of best-in-class brands, the businesses of ITW Welding work together to provide premium performance delivered through a breadth of solutions encompassing welding, cutting, consumables, and accessories. ITW Welding North America represents Miller Electric Welding Equipment, Safety & Accessories, Hobart Filler Metals, and Bernard / Tregaskiss MIG Guns. Miller Electric Mfg. LLC, is headquartered in Appleton, Wisconsin, and wholly owned by Illinois Tool Works (NYSE: ITW). The company maintains its industry leadership by setting the standard for reliability, quality and responsiveness. Our tagline, “The Power of Blue ,” is inspired by the blue color of Miller equipment. The company began with an innovation that responded to customer needs, growing from a one-man operation in 1929, to the world's largest manufacturer of arc welding products. Miller keeps the tradition alive by focusing on its top priority: people. Additional Information ITW Welding is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status, age, or any other characteristic protected by law. ITW is an equal opportunity employer. We value our colleagues' unique perspectives, experiences and ideas and create workplaces where everyone can develop their careers and perform to their full potential. As an equal employment opportunity employer, ITW is committed to equal employment opportunity and fair treatment for employees, beginning with the hiring process and continuing through all aspects of the employment relationship. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender identity, sexual orientation, religion, national origin, age, disability, protected Veteran status or any other characteristic protected by applicable federal, state, or local laws.
    $31k-37k yearly est. Auto-Apply 60d+ ago
  • Corporate Financial Accounting - Masters Intern

    Hoffmaster 4.4company rating

    Finance internship job in Oshkosh, WI

    We are seeking a highly motivated MBA Finance Intern to support a strategic supply chain optimization project. The intern will analyze freight expenses, inventory constraints, and customer impact to develop a refreshable Business Intelligence (BI) model that optimizes shipping distance and warehouse utilization. This role will provide hands-on experience in financial modeling, data analytics, and strategic decision-making within a dynamic corporate environment. Key Responsibilities Develop a BI model with automated data sources to evaluate shipping cost optimization, considering factors such as freight expenses, customer order consolidation, and warehouse capacity. Conduct financial analysis to assess the trade-offs between freight savings and additional costs related to inventory, space, and handling. Work cross-functionally with Supply Chain, Finance, and Operations teams to align cost-saving strategies with business goals. Identify customer-specific actions needed to transition orders to the most cost-effective warehouse while considering constraints like product specifications, customer approvals, and site production capacity. Analyze the impact of warehouse optimization on customer experience, order patterns, and lead times to recommend a balanced approach. Present findings and strategic recommendations to senior leadership for implementation. Preferred Qualifications Currently pursuing an MBA with a focus on Finance Strong proficiency in financial modeling, data analysis, and business intelligence tools (Power BI, Tableau, or similar). Experience with SQL, Excel, or Python for data extraction and analysis is a plus. Excellent problem-solving skills with the ability to quantify trade-offs and propose data-driven solutions. Strong communication and presentation skills to effectively convey insights to stakeholders. Ability to work independently and collaboratively in a fast-paced environment. Hoffmaster's internship program is designed to provide students practical, hands-on experience in a professional environment, bridging the gap between the knowledge gained in school and it's real-world application in actual work settings. The benefits of our Internship Program include: Skill Development and Learning Experience- Interns are given meaningful projects that add value to the organization, allow them to use their skills in a real-world environment, and develop valuable soft skills. Career Exploration- Explore different jobs and industries to make informed career path decisions. Networking Opportunities- Build professional networks by interacting with colleagues, managers and other professionals in their field. Resume Enhancement- Demonstrate to future employers practical skills and exposure to real-world challenges. Talent Pipeline- Allows Hoffmaster to target up and coming talent. Many of our past interns have been offered full time roles upon graduation or have stayed on part time through the school year. Fresh Perspectives- Interns are encourages to bring their fresh ideas, innovative thinking and perspectives to the organization. Knowledge Transfer- Interns have the chance to learn from experienced professionals and gain industry-specific insights. School Credit- Because Hoffmaster focuses on providing meaningful projects to interns, our internships will satisfy most schools internship requirements. Full time employment- Internships and projects are designed to last 10 weeks over the summer. Hours will be Monday - Friday 8 am - 4:30 pm #LI-JP1
    $30k-36k yearly est. 60d+ ago
  • Management Internship

    Menard 4.2company rating

    Finance internship job in Green Bay, WI

    Part-Time Make BIG Money at Menards! Extra $3 per hour on Sat/Sun Store Discount Profit Sharing Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! Flexible Scheduling Dental Plan On-the-job training Start building an exciting and rewarding career in retail with a growing company as a Management Intern with Menards! Immediate openings available! Our Management Internship is a paid, hands-on training program designed to develop and prepare you for the world of Retail Management. As you progress through the 12-week Management Internship program, your General Management team, Department Managers, and Store Team Members will work alongside you to develop your understanding of our business and help prepare you to take on a management role in the near future! This is a paid part-time position that will have the opportunity to develop stronger organizational, Communication and time management skills as well as the opportunity to gain hands-on management experience. Apply today! We are hiring immediately and are excited to talk to you about the great opportunities available with Menards!
    $28k-35k yearly est. 25d ago
  • Finance & Analytics Analyst (Adv SQL & Excel Required)

    Molina Healthcare 4.4company rating

    Finance internship job in Green Bay, WI

    Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions. **Job Duties** 1. Extracts and compiles information from large data sets from various systems to identify and analyze outliers. 2. Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers. 3. Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes. 4. Implements and uses analytics software and systems to support department goals. 5. Tracks trends related to various feeds, with focus on membership, revenue, and commissions. 6. Identify any deficiencies within the process, strategize and design improvements where possible. **Job Qualifications** **REQUIRED EDUCATION:** Associate's degree or equivalent combination of education and experience **REQUIRED EXPERIENCE:** + 1-3 years related experience + Proficiency in MS SQL queries and database development. + Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots). + Intermediate proficiency with complex SQL queries, and stored procedures. + Strong critical thinking and attention to detail. + Ability to effectively communicate with technical and non-technical stakeholders. + Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines **PREFERRED EDUCATION:** Bachelor's degree or equivalent combination of education and experience **PREFERRED EXPERIENCE:** 2 - 4 years related experience **PHYSICAL DEMANDS:** Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing. Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V. Pay Range: $80,168 - $128,519 / ANNUAL *Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
    $80.2k-128.5k yearly 38d ago
  • Internship International Private Bank - Nordics/NCE

    Deutsche Bank 4.9company rating

    Finance internship job in Luxemburg, WI

    Job Full/Part-Time: Full-time Regular/Temporary: Temporary Listed: 2026-01-22
    $65k-95k yearly est. 4d ago
  • Intern - Asset Management

    WEC Energy Group 4.7company rating

    Finance internship job in Green Bay, WI

    WPS, a subsidiary of WEC Energy Group, is seeking an Intern - Asset Management in our Green Bay, Wisconsin location. This internship is full-time during the Summer of 2026 with the potential to work part-time during the academic year. The hourly rate for this internship is $20.30 with paid company holidays. About Us WEC Energy Group is one of the nation's largest electric generation and distribution and natural gas delivery holding companies serving 4.7 million customers across the Midwest. We are committed to providing clean, reliable, and affordable energy in an environmentally sustainable manner. Customers are the heart of our business, and we work every day to help grow and support communities where we provide vital energy services. As a Fortune 500 company, we value and develop our employees who are making a difference in a mission that matters. We don't just offer a job; we provide fulfilling careers where safety and well-being are paramount. Join our team and experience first-hand our commitment to your success. We offer competitive pay and benefits to recognize your hard work and dedication. If you're talented, energetic and ready for a career with a future, we want you on our team. We are powered by a diverse and inclusive workforce fueled by the pride in what we do. If you're driven by the passion to change lives, this is the place for you. Job Summary We employ students for summer and year-round opportunities to help design creative cost effective systems and equipment that keep the energy flowing to our customers in a safe and reliable manner. WEC Energy Group offers a variety of opportunities for students seeking hands-on experience that are currently enrolled in a four-year degree program. Students work with experienced members of these functional teams. The Fleet Department is in charge of ordering new equipment and maintaining the equipment. This position supports both the acquisition team and the maintenance team. As part of the fleet team you will interact regularly with many different departments within the organization. Job Responsibilities * Analyzing and reporting on key Fleet Statistics * Assisting with process efficiencies for Fleet Capital and Maintenance Team * Analyze fleet data standards * Support staff on projects, data entry and analysis * Build working knowledge within their field through exposure to a variety of daily tasks, and projects. As a Asset Management Intern you will learn: * Technical expertise * Interpersonal and communication skills * Project management skills * Working knowledge of Interfacing with GPS Systems, SAP, Fleet Management Software (ARI), Microsoft Office Systems (Excel, Word, Office) Minimum Qualifications * High School Diploma, GED, or HSED * Current pursuit of a Bachelor's degree or higher in Business, Analytics, Statistics, Mathematics, Engineering, Construction Management or related discipline with a graduation date after June 2026. * Minimum GPA of 2.8 End Date: 03/13/2026 Pay Range Minimum: $20.30 Pay Range Maximum: $23.43 The pay range reflects the minimum and maximum for the position at the time of posting and may be modified in the future. The starting salary/pay within the pay range will be based on several factors, as applicable, but not limited to, relevant education, qualifications, certifications, experience, skills, geographic location, shift, travel requirements, collective bargaining agreements, and business and organizational needs. At WEC Energy Group, it is not typical for an individual to be hired at or near the top of the range for their role. WEC Energy Group benefits We reserve the right to modify the application deadline or discontinue accepting applications for any position if deemed necessary. Applications will be reviewed on a rolling basis, with interviews commencing after submission for qualified candidates. Learn more at Careers WEC Energy Group will only employ those who are legally authorized to work in the United States. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire. WEC Energy Group and its subsidiaries are Equal Opportunity Employers. As a result, all qualified applicants will receive equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. The Company also complies with all applicable federal, state and local laws that require it to take affirmative action. EEO/AA policies and statements Location: Green Bay, WI, US, 54307-9001 Company: Wisconsin Public Service (WPS) Req ID: 6153
    $20.3-23.4 hourly 11d ago
  • Associate Chancellor for Finance and Strategy

    University of Wisconsin Stout 4.0company rating

    Finance internship job in Oshkosh, WI

    Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title:Associate Chancellor for Finance and StrategyJob Category:LimitedEmployment Type:RegularJob Profile:Chief Financial Officer (Inst) Job Duties: The University of Wisconsin-Oshkosh (UWO) invites applications and nominations for an Associate Chancellor for Finance and Strategy. This position will join a new Chancellor and a dedicated community to further the mission of the University. The Associate Chancellor will also lead an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals, conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities, develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals, and foster a culture of collaboration and teamwork across the university community. With a more than 150-year history, UWO is a university of higher education in the highly respected Universities of Wisconsin, deeply connected with partners throughout its home region. UWO embraces the ideals of the Wisconsin Idea, one of the longest and most fundamental traditions that links the constellation of 13 universities forming the Universities of Wisconsin. UWO serves over 12,000 students, including undergraduate, graduate, and doctoral students, and approximately 5,000 high school learners throughout Wisconsin pursuing UWO college credits. The university is driven by a dedicated workforce of more than 1,200 employees and is a recognized leader in sustainability, health care, education, business partnerships, and regional economic development. Deeply committed to access, affordability, and academic excellence, UW Oshkosh plays a central role in the educational and economic vitality of the Fox Valley region. The Associate Chancellor for Finance and Strategy is a critical leadership role that integrates the responsibilities of chief financial officer and chief strategy officer. Reporting directly to the Chancellor and serving as a key member of the senior leadership team, this executive will oversee institution-wide financial operations and play a key role in strategic planning initiatives to ensure long-term fiscal sustainability and alignment with the mission. In a dynamic environment shaped by statewide funding constraints, demographic shifts, and evolving expectations for regional public universities, the Associate Chancellor will guide UW Oshkosh in developing new revenue models, streamlining operations to optimize costs, and advancing the university's strategic goals in alignment with the Universities of Wisconsin. The Associate Chancellor will be responsible for fostering a culture of evidence-based planning and informed decision-making. With a strong commitment to the mission of public higher education, inclusive excellence, and shared governance, the Associate Chancellor will serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation, and collaborating with Cabinet members, Deans, shared governance, and Universities of Wisconsin leaders to ensure strategic coherence. The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player. Key Job Responsibilities: Performance Management Develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals. Foster a culture of evidence-based planning and informed decision-making. Revenue Enhancement & Cost Containment Identify and develop diversified revenue sources, including grants, international recruitment, auxiliary enterprises, partnerships, public-private ventures, and other entrepreneurial opportunities. Evaluate academic and administrative units for cost-effectiveness, ROI, and strategic fit. Support initiatives to modernize business operations and deploy technology to reduce administrative burden and improve financial decision-making. Direct capital planning and infrastructure investments in alignment with the institution's mission and fiscal responsibility. Financial Stewardship and Planning Lead all financial functions, including budgeting, forecasting, accounting, procurement, investments, and financial reporting. Develop and implement multi-year financial models to support institutional priorities and ensure long-term fiscal stability. Manage a $250 million operating budget. Oversee cash flow, liquidity management, and reserves, optimizing financial resources to support strategic objectives. Collaborative Leadership Collaborate with Executive Council and Cabinet members, Deans, shared governance, and System leaders to ensure strategic coherence. Represent UW Oshkosh on System-level working groups related to finance and strategy, advocating for institutional needs while supporting system-wide initiatives. Strategy Development and Execution Support an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals. Serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation. Conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities. Department: Office of the Chancellor Compensation: $200,000-$213,000 Qualifications The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player. Required Qualifications: Graduate degree in finance, strategic management, business administration, public policy, higher education leadership, or a closely related field. A minimum of 10 years of progressively responsible experience in financial management and/or strategic planning in a highly complex organization. Demonstrated success leading cross-functional teams and institutional change in complex, regulated settings. Strong financial modeling and data analytics capabilities. Deep commitment to the mission of public higher education and shared governance. Preferred Qualifications: Doctoral/terminal degree in a related field. Experience within an institution or system of higher education or a similarly complex non-profit organization. Familiarity with Wisconsin state budgeting, capital project approval, and procurement procedures. Strong communication skills, with the ability to convey complex financial and strategic concepts to varied audiences. How to Apply: Review of applications will begin immediately and will continue until the position is filled. Please submit your CV and cover letter as soon as possible using the following external link: ******************************************************************************** Nominations or inquiries can be directed to the search team below: Steve Leo, Managing Director Brian Bustin, Senior Associate DSG | Storbeck **************** Legal Notices: Reasonable Accommodations UWO provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact ****************** or ************. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability. Confidentiality of Applicant Materials UWO is a State agency and subject to Wisconsin's Open Records Law. UWO will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request. CBC & Reference Check Policy All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment. Work Authorization Unless otherwise indicated in the job posting, the University of Wisconsin Oshkosh does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. UW Oshkosh is not an e-verify employer; therefore, STEM extensions are not options for work authorization. Annual Security and Fire Safety Report (Clery Act) For the UWO Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see ************************** or call UWO Police Department, at ************** for a paper copy. UW is an Equal Opportunity Employer Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.
    $43k-54k yearly est. Auto-Apply 60d+ ago
  • Intern - Process Mining - Financial Sector (f/m/d)

    Deutsche Borse Group

    Finance internship job in Luxemburg, WI

    Your career at Deutsche Börse Group Your area of work As part of the Business Intelligence team, you will support the design and delivery of data solutions on the Celonis Business Process Mining Platform. Your work will contribute to process insights and automation across Clearstream's operational landscape, enabling data-driven decision-making and continuous process optimization. In this internship, you will gain hands-on experience in bridging technical data engineering with business process understanding. You will assist in ensuring data integrity, actionable analytics, and improvements through process mining, working closely with analysts and engineers. This role offers the opportunity to develop analytical skills, such as process diagnostics, KPI development, and dashboarding, while contributing to a culture of innovation and operational excellence. Your responsibilities * Support Data Pipeline Development - Assist in building scalable data pipelines for Celonis process mining across financial services functions. * Work on Process Mining Models - Help develop and optimize models tailored to financial workflows using Celonis * Enable Data Integration - Contribute to integrating live data streams and learn about technologies like Apache Kafka and Celonis connectors * Assist in Automation - Support the design and implementation of automated responses using Celonis Action Flows * Collaborate with Teams - Work with analysts and subject matter experts to understand business requirements and translate them into data models and KPIs * Ensure Data Quality - Learn best practices for data validation and monitoring to maintain data integrity * Optimize Performance - Gain exposure to tuning Celonis queries and dashboards for real-time analytics * Documentation & Knowledge Sharing - Help maintain clear documentation and assist in training sessions for stakeholders Your profile * You are enrolled in a Bachelor's or Master's Degree programme in Computer Science, Data Engineering, Business or a related recognized institution and can provide an internship agreement, OR have graduated with a Bachelor's Degree or similar for no more than 6 months * Basic experience with Process Mining Tools like Celonis or process mining concepts (e.g., through coursework, projects or prior internships) would be a strong asset * Willingness to learn business processes and Process Mining standards * Strong analytical and problem-solving mindset with attention to detail * Good communication skills and ability to work in a collaborative, international environment * Proficient in written and spoken English
    $29k-39k yearly est. 18d ago
  • Engineering Leadership Development Internship Program - Summer 2026

    Pentair, Plc 4.5company rating

    Finance internship job in Manitowoc, WI

    Ignite your Career Journey with Pentair's Leadership Development Internship Program! Are you ready to dive into a world of innovation and hands-on learning? Pentair invites ambitious and forward-thinking students to apply to join our summer internship program. What Awaits You Embark on a 12-week experience where innovation, creativity and professionalism prosper. As an intern at Pentair, you will be provided with an immersive and collaborative career development experience guided by Pentair leaders who are invested in your growth. Make a Difference Each intern will be assigned to a real-world, strategic business project that you will be immersed in for the summer. Your work will directly help Pentair achieve our mission of a more sustainable future. Interns will present their project objectives, processes, and overall results and impact to leadership at the internship program's end. Professional Cohort Development As a Pentair intern, you will participate in a formal mentorship program, one-on-one coffee chats with Pentair leaders, weekly sessions with Business Unit Presidents and much more! Network with industry leaders, enhance your skills through workshops and gain insights from cohort events to fuel your career aspirations. About Pentair At Pentair, we believe the health of our world depends on reliable access to clean water. We design, manufacture, and deliver a comprehensive range of smart, sustainable water solutions to homes, business, and industries around the world. Whether it is improving, moving, or enjoying water, we help manage the world's most precious resource. Pentair Will: * Offer meaningful work and provide exposure to different facets of engineering allowing you to develop invaluable skills and industry knowledge * Provide the opportunity to partner closely with hard-working, smart, innovative engineers in Product Engineering, including New Product Development. * Provide on the job training and mentoring in Pentair's proven best practices * Pay competitively * Offer a variety of professional development, social, and volunteer events to help you make valuable connections throughout the summer months * Provide the opportunity to deliver a professional presentation of your key learnings to the Pentair leadership team with the potential for a full-time position upon graduation Minimum Qualifications: * Be currently pursuing a Bachelor's Degree in Chemical Engineering, Electrical Engineering, Computer Science Engineering, Data Science, AI Machine Learning or Mechanical Engineering from an accredited university * Be currently enrolled as a junior (Preferred Graduation Date: Spring 2027) * Be willing to work during the summer in one of our Internship locations (New Brighton - MN, White Bear Lake - MN, Hanover Park - IL, North Aurora - IL, Apex - NC, Sanford - NC, Bishop Woods - WI, Delavan - WI, Manitowoc - WI). * Have a strong interest in pursuing the Pentair's Engineering Leadership Development Program which requires annual relocation/working in locations throughout the United States upon graduation * Be proficient in Microsoft Word, Excel, and PowerPoint * Must be legally authorized to work in the United States without sponsorship now or in the future Key Information: * 12-week internship program (late May - early August, 2026) * This position pays an hourly rate of $32.00 / hour. Interns work approximately 40-hours each week during the internship. * Financial support may be offered to those relocating for Pentair's Summer 2026 Internship Program. Posting End Date: March 1st, 2026 Pentair is an Equal Opportunity Employer Equal Opportunity Employer Pentair is an Equal Opportunity Employer. With our expanding global presence, cross-cultural insight and competence are essential for our ongoing success. We believe that a diverse workforce contributes different perspectives and creative ideas that enable us to continue to improve every day.
    $32 hourly Auto-Apply 41d ago
  • Product Analyst Intern - Summer 2026

    Jewelers Mutual 3.8company rating

    Finance internship job in Neenah, WI

    The Product Analyst Intern will assist in a wide variety of projects supporting our Product teams. This individual will work alongside product analysts and regulatory compliance analysts, learn about insurance, data analytics, finance and accounting, regulatory compliance, and the jewelry industry, providing experience that will help prepare them for a career in any of these areas after graduation. WHY Jewelers Mutual: Since 1913 we've been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we're financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry's most trusted advisor by investing in our people, adopting new technologies, and striving for excellence. We're dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people. Here, you'll: Move fast and embrace change Always look for better ways Grow, thrive, and help shape what's next Join us and be part of a culture where you can make an impact while building your future. What you'll do: Document Review & Consolidation: Review and update existing materials, ensuring consistency and accessibility across all documents. Data Integrity: Maintain data accuracy by identifying and resolving inconsistencies in databases, focusing on improving data quality and reliability. Data Analysis & Reporting: Analyze operational data to identify trends, generate insights, and provide recommendations that drive process improvement and efficiency. Process Improvement Support: Assist with the refinement of onboarding procedures and the maintenance of internal systems to ensure smooth operations and updated records. General Administrative Support: Provide administrative and operational support across a variety of tasks and projects, ensuring smooth workflow and timely completion of assignments. Learn about the insurance industry through job shadowing and ride-along opportunities Assist with technology upgrades To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. What you'll bring: Currently pursuing a Bachelor's degree in Finance, Data Science, Analytics, Actuarial Science, or similar field. Will be junior or senior standing at the time of the internship. Must be able to work full-time in Neenah, WI during the summer and potential opportunity to extend internship to work part-time during the school year. Eagerness to learn and adapt in a fast-paced environment. Proficient in Microsoft Excel and Word Excellent organizational skills with attention to detail Ability to work independently and manage multiple projects simultaneously Must exhibit strong verbal and written communication skills Embraces change, leads by example, maintains a positive work environment and ongoing learning culture What We Offer You: Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning. Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes Great Place to Work Certified: Join a team recognized for an environment of innovation and growth. Accessibility and Accommodations We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting *************************.
    $39k-49k yearly est. 60d+ ago
  • Financial Associates II - CLTS

    Winnebago County, Wi 4.4company rating

    Finance internship job in Oshkosh, WI

    For a description, visit PDF: ************ winnebagocountywi. gov/sites/default/files/HumanResources/Jobs/Financial%20Associate%20II%20-%20CLTS%20-%2012. 26. 25. pdf
    $36k-47k yearly est. 31d ago
  • Pricing Analyst Intern

    Oshkosh Corporation 4.7company rating

    Finance internship job in Oshkosh, WI

    **About Oshkosh Defense, an Oshkosh company** **Oshkosh Defense stands behind those who dedicate their lives to protecting others. As an industry-leading tactical vehicle manufacturer, every day we strive to meet or exceed our customers' ever-changing needs with next generation defense technologies and advanced systems. We operate with unparalleled commitment to those who depend on our products and services worldwide to perform their missions.** **JOB SUMMARY** Assist and support the Finance Department within Oshkosh Defense. **ESSENTIAL DUTIES AND RESPONSIBILITIES** These duties are not meant to be all-inclusive and other duties may be assigned. + Work with purchasing, manufacturing, engineering, integrated logistics systems and other functional areas to develop cost estimates for proposals and quotations + Work with contracts (both domestic and international) to develop full understanding of customer requirements for the product and/or service being quoted + Create a complete, accurate, and timely cost /price proposal for submittal to customers + Analyze and relay the financial/business impact of a proposal internally to the finance team + Take on and resolve special projects as assigned by the pricing manager **MINIMUM QUALIFICATIONS** + Student working towards a Bachelor's degree in Finance, Economics, Statistics or related field throughout the entire duration of the internship + Graduation date on or after December 2027. + This is a **YEAR-ROUND** opportunity. Individual must be willing to travel or relocate to Oshkosh, WI for full duration or part of the internship. + Must be willing to work full-time hours during summers and breaks, and part time hours (around 20 hours per week) during the school year. **PREFERRED QUALIFICATIONS** + Proficient in Microsoft Office Suite, especially Excel + Strong communication, interpersonal, and organizational skills + Excellent analytical and critical thinking skills + Cumulative GPA of 3.0 or above **Pay Range:** $18.00 - $37.00 The above pay range reflects the minimum and maximum target pay for the position across all U.S. locations. Within this range, individual pay is determined by various factors, including the scope and responsibilities of the role, the candidate's experience, education and skills, as well as the equity of pay among team members in similar positions. Beyond offering a competitive total rewards package, we prioritize a people-first culture and offer various opportunities to support team member growth and success. Oshkosh is committed to working with and offering reasonable accommodation to job applicants with disabilities. If you need assistance or an accommodation due to disability for any part of the employment process, please contact us at ******************************************. Oshkosh Corporation is a merit-based Equal Opportunity Employer. Job opportunities are open for application to all qualified individuals and selection decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other protected characteristic. To the extent that information is provided or collected regarding categories as provided by law it will in no way affect the decision regarding an employment application. Oshkosh Corporation will not discharge or in any manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with Oshkosh Corporation's legal duty to furnish information. Certain positions with Oshkosh Corporation require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, lawful permanent resident, or an individual who has been admitted as a refugee or granted asylum.
    $18-37 hourly 47d ago

Learn more about finance internship jobs

How much does a finance internship earn in Green Bay, WI?

The average finance internship in Green Bay, WI earns between $26,000 and $44,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Green Bay, WI

$34,000
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