Finance internship jobs in Greenburgh, NY - 581 jobs

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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

As we seek to become the most successful investment team in the world, we empower Traders to bring investment ideas to life. Our Traders identify opportunities in major financial markets around the world and take calculated risks. We succeed together in a team environment that facilitates close collaboration between Traders, Quantitative Researchers, and Technologists. As an intern, you'll get to challenge the impossible in trading through a structured program that will allow you to collaborate and connect with senior team members and our CEO Ken Griffin. In addition, you'll get the opportunity to network and socialize with peers at iconic venues. Your Objectives: * Develop in-depth knowledge of a financial market * Apply advanced statistical techniques to trading * Constantly learn and adapt trading approaches * Innovate by using one of the industry's most powerful trading platforms Your Skills & Talents: * Bachelor's, master's or PhD in applied math, engineering, statistical modeling, calculus, computer science, physics or related disciplines required * Ability to think about the world systematically and quantitatively, as well as the ability to deal with uncertainty in a rigorous and statistical approach * Interest in applying technology and/or quantitative skills to solve complex trading problems * Passion for the markets and a desire to seize investment opportunities * Experience with programming, scripting, and/or statistical software strongly preferred Opportunities available in Greenwich, New York, Miami. In accordance with applicable law, the base salary range for this role is $3,500 to $4,000 per week. In addition, the employee who fills this role will be eligible to participate in a discretionary incentive compensation program, as well as a wide array of benefit programs, such as medical and life insurance, retirement and tax-free savings plans, and access to other healthcare programs. About Citadel Citadel is one of the world's leading alternative investment managers. We manage capital on behalf of many of the world's preeminent private, public and nonprofit institutions. We seek the highest and best use of investor capital in order to deliver market leading results and contribute to broader economic growth. For over 30 years, Citadel has cultivated a culture of learning and collaboration among some of the most talented and accomplished investment professionals, researchers and engineers in the world. Our colleagues are empowered to test their ideas and develop commercial solutions that accelerate their growth and drive real impact.

Internal Audit Summer Analyst Role: The foundation of our Internal Audit Summer Internship is: - Solid on-the-job training - Exposure to the full business audit cycle While working and learning alongside our experienced technical professionals, Summer Interns are given various responsibilities relating to the daily functions within the U.S. Internal Audit division of RBC, as well as exposure to the technological systems and networks utilized by our firm. Throughout the program, Summer Interns obtain: Hands-on experience working alongside experienced business professionals Exposure to different business lines including Capital Markets, Wealth Management and functions including AML and Compliance An understanding of internal controls and risks within the different areas of firms business lines Summer Interns have the opportunity to gain exposure to Internal Audit, working alongside experienced professionals while gaining a deeper understanding in: Identifying business processes and controls to evaluate risks and compensating controls U.S regulatory standards and compliance framework pertaining to U.S. businesses Governance and management of business audit processes Requirements Each candidate will be evaluated on their individual merit; however, it is a definite asset to possess the following qualifications: Proven interest in financial markets History of academic excellence Strong analytical, interpersonal, and writing skills Preferably pursuing a degree in Accounting, Finance, Mathematics, or Economics Proficiency with computer applications such as MS Outlook, Word, and Excel Graduation date of Spring 2027 (or earlier) We seek competitive individuals who possess the energy, enthusiasm and capacity to work in a fast-paced and dynamic environment. Successful candidates are selected based on their level of interest in RBC, general market knowledge, academic excellence, and strong communication skills. Candidates need to be confident in their personal capabilities, but willing to learn and do what it takes to complete a task. Job Skills Additional Job Details Address: GOLDMAN SACHS TOWER, 30 HUDSON STREET:JERSEY CITY City: Jersey City Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: INTERNAL AUDIT Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2026-01-23 Application Deadline: 2026-02-27 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

CHEERS! Founded in 1981, Deutsch Family Wine and Spirits markets quality wines produced by prestigious families from major wine regions of the world. With our headquarters in Stamford, CT, DFWS is the 4th largest wine company with one of the fastest growing spirits portfolios. With our family values and unique culture, DFWS was recognized as one of the Top Workplaces in the U.S. from 2022-2025. Deutsch Family Wine & Spirits currently seeks a Finance Intern to join our Finance Internship Program for the Summer of 2026. This program will provide students with the opportunity to gain real-world experience, gain a comprehensive understanding of the various functions within our business and prepare students with the kind of experience needed to have a rewarding career. The Finance Intern will typically support one or more experienced Finance teams in performance of assignments and spending time shadowing actual operations. The Intern will also be presented with a unique assignment that will challenge them to think strategically and interface and collaborate with other cross functional partners. The intern will be expected to make a final presentation to the Finance Leadership Team at the end of the summer. Qualifications: Finance or Business Management major entering his/her senior year of college with strong GPA. Basic understanding of finance and accounting principles. Intermediate excel experience required (i.e. working knowledge of pivot tables, V-look ups, etc.). Project management skills: strong work ethic and ability to meet project deadlines. Analytical skills: ability to gather and analyze data and develop insights. Excellent written and verbal communication skills. Self-motivated individual with the desire to learn. Responsibilities: Expand your skills in overall financial management with full exposure to the P&L. Completing both short-term assignments given to support the day-to-day business as well as one summer long strategic project that will be formally presented at the end of the internship. Work in teams and with colleagues in a professional manner. Expectations: The intern will be expected to work no more than 40 hours per week and will be compensated on an hourly basis. This is a hybrid role, and the intern will be expected to work out of our Stamford, CT office 2-3 times per week on average. We Value Diversity At DFWS, we believe that our differences are our strengths. We embrace and celebrate the diversity of our team members, our customers, and our communities. We strive to create a work environment that fosters inclusion, respect, and collaboration. We are constantly learning and growing from our diverse perspectives and experiences. Inclusion and diversity are not just goals for us, but the core of all we do. We welcome and consider applications from all qualified candidates as we foster a culture of inclusion that provides fair and equal opportunities for all. About Deutsch Family Wine & Spirits Initially called W.J. Deutsch & Sons Ltd., the company was founded in 1981 by Chairman Bill Deutsch to market quality wines produced by prestigious families from major wine regions of the world. In 2009, it announced the expansion of the award-winning company to include a Spirits Portfolio. Today the company is renowned for its brand-building prowess and its ability to meet the needs of the modern consumer. Bill's son Peter Deutsch is CEO; thus two generations of the Deutsch family work side by side in their continuous quest to build strong brands and relationships throughout the wine and spirits industry. The portfolio includes award-winning wines from Australia: [ yellow tail ]; [ yellow tail ] Pure Bright; California: Josh Cellars, Josh Cellars Reserve, The Calling; France: Cave de Lugny, Fleurs de Prairie, Hob Nob Vineyards, Sauvion et Fils; Italy: Barone Fini, Villa Pozzi; New Zealand: The Crossings; Portugal: Quinta Do Vale Meao; Argentina: Clos de los Siete; and award-winning spirits: Redemption Whiskey, Bib & Tucker Bourbon, Masterson's Rye, Luksusowa Vodka, Gray Whale Gin and Cantera Negra Tequila. Learn more about Deutsch Family Wine & Spirits at *********************

Work Format: Full-Time, Onsite Coach USA, a leading provider of transportation services and mobility solutions across North America, invites motivated students to join our paid Summer 2026 Internship Program, running from May 20, 2026, through August 7, 2026. This 12-week experience connects classroom learning with real-world business operations through meaningful projects, mentorship, and professional development opportunities in a collaborative environment. Role Summary The Finance Intern will support the Finance team with key analytical and reporting activities that drive operational and financial decision-making. This role offers exposure to core finance functions, including general ledger management, expense and revenue analysis, and process efficiency initiatives. The intern will gain hands-on experience while contributing to continuous improvement efforts across the organization. Key Responsibilities * Conduct general ledger account analysis and reconciliation to ensure accuracy and compliance * Prepare expense and revenue reports, providing actionable insights by supplier, area of spend, customer, or revenue stream * Support the development and implementation of process efficiency and internal control improvements * Assist in preparing and presenting financial performance summaries for leadership review * Collaborate with cross-functional teams to gather data and support budgeting and forecasting activities Skills/Qualifications * Pursuing a bachelor's or master's degree in Finance, Accounting, Economics, or Business Administration * Strong analytical and Excel skills with attention to detail * Ability to work effectively both independently and as part of a collaborative team * Clear communication and problem-solving abilities * Team-oriented, reliable, and eager to learn Compensation $18.00/hr. - $23.00/hr. Work Authorization Applicants must be authorized to work in the U.S. Coach USA does not provide visa sponsorship for internships. Coach USA is an Equal Employment Opportunity employer. In compliance with Federal and State equal employment opportunity laws, qualified applicants are considered for all positions without regard to race, color, religion, national origin, sex (including gender identity, sexual orientation, and pregnancy), age, genetic information, disability, veteran status, or any other protected class.

Launch Your Career with a World-Class Summer Experience Are you ready to accelerate your growth, expand your skillset, and make a real impact at one of the world's premier financial institutions? Join Morgan Stanley's Wealth Management Summer Analyst Program-a 10-week, high-impact experience designed to provide broad exposure to the Wealth Management Home Office and develop future leaders. Program Overview: Summer Analysts join one of many dynamic teams at the heart of Wealth Management's innovation-shaping product strategy, investment solutions, digital platforms, and research that empower Financial Advisors and clients. Before joining your placement team, you'll complete a week-long training program designed to build technical skills, business knowledge, and professional connections. From day one, you'll experience Morgan Stanley's collaborative culture and take on meaningful work similar to that of a Full-Time Analyst. Placements are based in either the New York Metro area or our Wealth Management Headquarters in Purchase, NY, depending on your team's location-giving you exposure to the center of strategic decision-making in Wealth Management. Responsibilities: Responsibilities vary by group, offering exposure to multiple facets of Wealth Management. You will collaborate with your team and the broader division to create tailored solutions for clients. Potential Home Office roles include (but are not limited to): * Product Development & Management * Investment Research & Due Diligence * Analytics & Data * Field Services * Financial Wellness * Marketing * Business Development * Strategy * Portfolio Construction * Sales Engagement * Digital Strategy * Risk & Administration Qualifications: Analysts who succeed here embrace diverse assignments and create impact everywhere. We're looking for candidates who are excited to broaden their horizons-those who thrive on variety, adapt quickly, and see every placement as a chance to grow and make an impact. Additional requirements include: * Pursuing an undergraduate degree with an expected graduation date between December 2027 and June 2028 * Minimum 3.5 GPA * Basic knowledge and strong interest in finance * Analytical, results-driven, and able to multi-task * Team player with a positive attitude * Strong oral and written communication skills * Legally authorized to work in the U.S. without requiring sponsorship, now or in the future, for employment visa status Application Process & Deadlines: In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by March 13, 2026 at 11:55 PM EST and HireVues completed by March 15, 2026 at 11:55 PM EST to be considered. Expected base pay rate for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Key Message for Candidates: This program is designed for individuals who are flexible, curious, and eager to learn across multiple disciplines. Preferences are noted, business needs drive placements. Candidates should embrace the opportunity to gain diverse experiences that will prepare them for the Wealth Management Full-Time Rotational Program and future leadership roles. Job Level Summer Analyst Program Summer Analyst

The White Label Firm, Inc. (2015) is a sales, marketing and promotions Company with locations in NYC, NJ and soon TX and FL. We handle campaigns for clients who range from the telecom, utility, non profit, security and financial sector. We are currently looking to fill Entry Level positions in: Sales and Marketing Public Relations Sales Training Account Management Team Leadership and Management We believe in opportunity for growth and rapid advancement regional and national travel opportunities . A very positive work environment individually tailored mentoring programs. Requirements: Strong interpersonal skills A drive for Leadership A student Mentality and a growth mindset we would love to speak with you about joining our professional team! We believe our business can only grow based on the caliber of the people on our team. We hold a strong emphasis on training our leaders of tomorrow and believe in values of teamwork, positivity and an impossible is nothing attitude. Rather your looking for a career change or new to the workforce, we have a place for you. Additional Information All your information will be kept confidential according to EEO guidelines.

Introduction AI, Hybrid Cloud, Quantum - IBM does more than just innovate and create these technologies; our purpose is to be the catalyst that makes the world better. We are helping all industries, from cybersecurity and supply chain to farming and the arts, to solve difficult problems through the power of technology. Known as the "knowledge behind the numbers," Financial Analysts are considered to be trusted business advisors, working within IBM's business units and geographies, as well as in a myriad of specialized corporate functions. IBM's finance organization is instrumental in driving innovative improvements to global financial processes while providing measurable value to the business. Your role and responsibilities The IBM Finance & Operations organization is a values-driven team responsible for driving enterprise performance and transformation. We are the financial stewards of the enterprise, delivering IBM's financial strategy, developing new business models, and helping IBMers work smarter. Throughout your career in IBM Finance & Operations, you could potentially perform assignments in a range of functions including accounting, financial planning, pricing, audit, business controls, tax, treasury, business development (acquisitions & divestitures), and global financing. We are currently seeking candidates for summer internships in one of our operating units or in a specialized corporate function. Specific roles and responsibilities will vary with the individual position; however, in each of these roles, candidates are assigned to complex, highly visible projects and will have the opportunity to interact with and learn from senior management. As a trusted advisor, you will have the opportunity to demonstrate business judgment, leadership, creativity, decision making skills, and integrity. Interns who achieve outstanding performance during their summer assignment may be considered for full time positions in our Finance Leadership Development Program. We are looking for candidates who are ready to be leaders and determined to achieve long-term success at IBM. If you have strong interpersonal and leadership skills, communicate with impact, collaborate globally and embrace challenge, we invite you to apply. Candidates must have the ability to work in the US without current or future need for sponsorship. Required education High School Diploma/GED Preferred education Bachelor's Degree Required technical and professional expertise * Currently enrolled in an MBA degree program at an Accredited College * Strong background in Microsoft Excel * Adept in technology and use of AI * Experience in statistical and quantitative analysis and predictive models * Proven Leadership * Excellent oral and written communication skills Preferred technical and professional experience * Bachelor's Degree in Finance, Accounting or related field * Enrolled in MBA Program * Prior relevant work experience ABOUT BUSINESS UNIT The IBM Finance organization is responsible for driving enterprise performance and transformation. We are the financial stewards of IBM, delivering IBM's financial strategy, developing new business models, and mitigating enterprise risk. Do you have a passion for creating business value? Join our team in accounting, financial planning, pricing, business controls, tax, treasury, business development (acquisitions & divestitures), and global financing. YOUR LIFE @ IBM In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better. Being an IBMer means you'll be able to learn and develop yourself and your career, you'll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background. Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do. Are you ready to be an IBMer? ABOUT IBM IBM's greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world. Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we're also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business. At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it's time for you to join us on our journey to being a responsible technology innovator and a force for good in the world. IBM is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status. OTHER RELEVANT JOB DETAILS Supplemental 1 employees may be eligible for up to 8 paid holidays, minimum of 56 hours paid sick time and the IBM Employee Stock Purchase Plan. IBM offers paid family medical leave and disability benefits to eligible employees where required by applicable law. This position was posted on the date cited in the key job details section and is anticipated to remain posted for 15 days from this date or less if not needed to fill the role. We consider qualified applicants with criminal histories, consistent with applicable law. IBM will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

At the New York Power Authority, you will be empowered to think big, do good, and transform the energy industry. We are a collaborative team of over 2,400 energy technologists, IT specialists, business experts, hydro engineers, and diverse professionals leading the energy revolution. With state-of-the-art technology, advanced research and development, a modernized infrastructure, and a focus on environmental, social and governance (ESG), we provide New Yorkers with low-cost, clean, reliable power - and we are well on the way to becoming the first end-to-end digital utility in the country. This position offers the selected candidate the opportunity to gain hands-on experience with NYPA's Financial Planning & Analysis (FP&A) and Financial Planning Systems teams. The role supports financial analysis across all departments and sites, helping senior and executive leadership make informed decisions through economic, competitive, and cost-benefit evaluations. This role will also provide candidates with the opportunity to gain hands-on experience with SAP Analytics Cloud (SAC), learning how to effectively leverage the tool while supporting future system integrations. Our paid 10-week Summer Developmental Internship program runs from June 2 - August 7, 2026. As an Intern, you will receive professional development, on-the job experience in the energy industry, exposure to executives, and networking opportunities to help build a solid foundation for your future career. Applications will close on February 15, 2026. If you are passionate about our mission - to lead the transition to a carbon-free, economically vibrant New York through customer partnerships, innovative energy solutions, community engagement and the responsible supply of affordable, clean, and reliable electricity, we are looking for you! #LI-KM1 Responsibilities * Participate in department-specific projects, analysis, research methods and learn project management skills * Support team in developing business solutions that contribute to NYPA's VISION2030 strategic goals * Research industry trends and emerging technologies to contribute to the continuous improvement of our programs * Other projects as assigned; will vary based on focus area Knowledge, Skills and Abilities * Proficiency in Microsoft Office programs, especially Excel, PowerPoint, Outlook * Excellent verbal and written communication skills * Strong organizational skills and ability to multi-task with competing priorities * Ability to work both independently and collaborate as part of a team * Provide positive customer service for internal and external stakeholders Education, Experience and Certifications Enrollment in an associate's, undergraduate or graduate program at a college or university is required. Recent graduates are not eligible for our Developmental Internship program. Must be legally eligible to work in the United States for the duration of the internship from June 2 - August 7 Physical Requirements The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The hourly rate for this position is based on the level of education at the time the intern program begins: LEVEL HOURLY RATE Sophomore $17.50 Junior $21.50 Senior (or May 2027 graduate) $21.50 Current graduate/law student $24.50 The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law. NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov. Nearest Major Market: White Plains Nearest Secondary Market: New York City Job Segment: Corporate Finance, Summer Internship, R&D, Intern, Finance, Entry Level, Research

Job DescriptionSalary: What is the role and what will be my responsibilities? As a Financial Representative Intern, you will be given the opportunity to run your own financial-advising practice, with the help of experienced advisors. Through strategic business networking, you will build an extensive professional network and build your own clientele. Introduce individuals, families, and businesses, to Northwestern Mutual's unique planning process to create customized financial plans designed to bring long-term financial security to your clients Obtain the required financial licenses with provided study courses and exams paid for by the internship. How will I be provided guidance and support? The program and its directors will provide formal training prior to the official start of the internship. Training and support will also be provided throughout the program by seasoned financial advisors including weekly development workshops Prior to the internship start date, all accepted applicants will be granted access to the study materials to prepare them to pass their Life, Accident, and Health (17-55) Exam to allow them to discuss risk management products by the time the internship begins. Interns will be taught professional networking, wealth management strategies, how to interact with clients, and sales skills We will work together to create a flexible work schedule around your classes and daily activities (sports, clubs, etc.) that will allow you, as an intern, to balance both school and this program Why Northwestern Mutual? Northwestern Mutual is 1 of the largest financial services companies in the country with a strong reputation including, AAA financial strength rating, $244 billion in Wealth Management, and #1 provider of Life Insurance Northwestern Mutual's unique planning process backed by our quality and quantity of products/services allows us to deliver comprehensive financial plans Gain hands-on client-facing experience in the financial industry As a Financial Representative in our Paramus Branch, you will have the opportunity to join a young and rapidly growing firm that leads to a multitude of career opportunities post-graduation Our business model and culture allows for athletes, naturally competitive, and high-performing individuals to thrive and succeed in growing their business Compensation: Weekly stipend Bonuses available Commission based on product sales (unlimited earning capacity) Important Talking Points: Relationship building Impact, income, independence/interdependence Internship mirrors full-time advisor role Opportunities to be sponsored for your SIE, Series 6, and Series 63 exam Year-round program Eligibility: Junior and Senior part/full-time students Location: Our office is located in Paramus, New Jersey. Interns are expected to be in person.

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.

Job Description These are the fun damental components of the job: Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance Conduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments; offering strategic recommendations for improvement Advise on plan design, compliance challenges, and corrective strategies (including failed testing) Review and evaluate fund line-ups and performance against benchmarks Assist with client onboarding, education sessions, and finalist presentations Collaborate with internal teams on reporting, plan operations, and participant services Serve as the primary consultant for institutional clients, providing guidance on retirement plan design, investment selection, and compliance. Stay informed about regulatory changes and industry trends to provide proactive advice. Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust. Other fun ctions of the job: Seek to cross sell business from existing Lawley divisions Expand and grow in your role when supporting miscellaneous duties as requested Skills / traits that we value for this role: 5+ years of sales and business development experience Must possess the following licenses: Series 6 and Series 65 license OR Series 7 and Series 66 license, Life and Health License; Open to continuing education Experienced in conducting group and individual employee education meetings Bachelor's Degree preferred Microsoft Office experience and skills are a must; Salesforce experience preferred Ability to work well independently and on a team Incredible attention to detail and organizational skills Positive attitude, even in a fast-paced environment A passion to make customers and coworkers feel important and valued Capability to work quickly and efficiently Methodical, yet swift decision-making skills Precise verbal and written communication skills, even under time constraints A bit about Lawley! We are not a call center environment We achieve success by building genuine relationships together, with our teams and clients We are a family owned insurance broker (70+ years!) We are deeply committed to the communities we serve and love to get involved We work hard and play hard!!! Why Lawley? Competitive salary and referral bonuses! Expansive Benefits (Medical, Dental, Vision-and SO many more) Unsupervised PTO AND a generous holiday schedule - available 1st day! Company 401K contribution received starting Day 1 (for participants 21+ years old) Educational support, career development, and growth opportunities Job Security (we've never had a lay-off, even during the pandemic) Flexibility, including hybrid schedules! Business hours 8am-4:30pm with networking/events after hours as needed. Comfortable, family-oriented culture, with an emphasis on work life balance Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities) Fulfilling opportunities that align with your career path and our business needs Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant's experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $84,613.20 to $141,022.00 PLUS commissions.

Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world's leading providers of legacy reinsurance solutions. They work with the world's leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re's roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re's leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re. Be a part of our 10-week Internship Program, where you will have the opportunity to apply knowledge gained through your college courses. Becoming an Investments Intern is a great way to enhance your business acumen and gain insight into our industry. Interns are placed into meaningful roles that have an immediate and integral impact on the business. The internship will be based in our Jersey City, NJ office and will run from June 1 2026, through August 7 2026. You must be available for all 10 weeks of the program. What You Will Do: Support the calculation of cashflows, risk metrics, and other analytics for structured and other investment assets. Assist in developing quantitative tools and models to evaluate new and existing investment opportunities. Collaborate with Investment Managers and internal teams to support investment recommendations and portfolio strategies. Participate in due diligence on potential asset acquisitions and assist in developing related asset strategies. Support onboarding of new reinsurance deals and asset managers, including portfolio setup and data validation. Provide operational support for portfolios, including reconciliations and transaction monitoring. Assist in preparing compliance and performance reports to ensure adherence to investment guidelines. Review and maintain data quality across investment systems, researching and resolving discrepancies as needed. Help prepare presentation materials summarizing investment performance, risk, and strategy for senior management. Contribute to automated reporting processes that track portfolio positions, activity, risk, and compliance. Help develop and enhance automated dashboards and data tools for investment analysis and reporting. What You Will Have: Rising senior pursuing a bachelor's or master's degree in finance, economics, computer science or investments. A willingness to work towards CFA designation is preferred. Relevant work experience for master's candidates. Proficiency in Python and SQL is required. Strong analytical capabilities. Advanced Excel skills are required. Familiarity with more sophisticated data science techniques (SQL, R, Python, MatLab) and experience with Bloomberg is a plus. Very strong written, verbal, and interpersonal communications skills to clearly articulate sophisticated concepts, ideas and processes. Presence and credibility to present effectively to key senior management. Applicants must be authorized to work for any employer in the U.S. We are unable to consider applicants who will now or in the future require sponsorship for an employment visa. The standard benefits listed below are offered to full-time employees. At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone-regardless of background, race, religion, sexual orientation or gender identity-feels valued and respected is a foundation of our culture. We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law. To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes. Check us out on YouTube: About Fortitude Re (youtube.com) By submitting your application, you agree that Fortitude Re may collect your personal data for recruiting purposes.

Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office Bank of America: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Merrill: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products, services and solutions for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description & Program Overview: Bank of America provides comprehensive wealth management solutions to affluent and high-net-worth clients through Merrill and Private Bank teams. Our Wealth Management Summer Analyst Program is designed to offer candidates the opportunity to work in various positions within our Chief Investment Office, Investment Solutions Group, and Merrill Home Office. As part of the Merrill organization, the Chief Investment Office and Investment Solutions Groups strive to provide world-class investment strategies, platforms, solutions and support for clients across all wealth management lines of business (including Merrill and the Private Bank). Through a highly integrated and effective Investment Process, they provide solutions across all product platforms and asset classes - multi-asset, equity, fixed income and alternative investments including structured products - through a comprehensive due diligence and oversight process for client portfolios. They also coordinate the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting our client-focused investing approach. Merrill Home Office functions are critical to ensuring the wealth management strategies, tools, and processes are aligned to support our field operations in their pursuit of client acquisition and retention. Our structured 10-week internship provides extensive on the job training, in addition to educational speaker events, coaching and mentorship throughout. Interns will be placed on a specific team within the Chief Investment Office, Investment Solutions Group, or Merrill Home Office such as: * Chief Investment Office * Investment Strategy and Thought Leadership * Asset Allocation * Due Diligence * Portfolio Management & Strategy (Fixed Income, Equity & Multi-Asset) * Sustainable & Impact Investing * Investment Solutions Group * Alternative Investments * Investment Products & Platforms * Personal Retirement Product Management * Wealth Management Specialists * Merrill Home Office * Merrill Chief Operating Office Organization Qualifications: Required * Bachelors or Bachelors direct to Masters degree program student with a graduation date between November 2027 and August 2028 * Demonstrated record of achievement, such as extracurricular activities or leadership roles * Finance knowledge * Excellent verbal and written communication skills * Analytical and critical thinking skills * Ability to work effectively within a team * Ability to think independently * Ability to work collaboratively * Strong time management skills and attention to detail Desired * 3.2 minimum GPA preferred * Technical skills such as Excel and PowerPoint * Major or minor of studies in a field of Quantitative Finance, Financial Engineering, or a related technical field that blends advanced quantitative methods with finance and economics is a plus * Experience managing and analyzing large data sets using data science tools such as artificial intelligence and machine learning * Knowledge of coding and programming skills, including but not limited to Bloomberg, FactSet, Python, R, or equivalent Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st Shift

If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc. You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you: The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork and accountability. Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind Follow a well-defined career path that integrates education with mentorship and teaming opportunities Transparency, honesty, and clarity as the fundamental ingredients of partnership A culture of innovation that embraces growth and the changes that come with it Flexibility to design the life you want, backed by the security of a large, established company like ours How will you build your practice? You will… Establish networks and cultivate referrals Develop and maintain long-term relationships with clients Provide financial solutions through fact gathering and needs analysis Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? A strong relationship-builder who takes a client-first approach A proven networker and marketer (alt: “connector of people”) A dedicated worker: independent, self-motivated and goal oriented

Job Description Associate Financial Advisor - Munn & Associates Schedule: Monday-Thursday 9:00 AM-5:00 PM, Friday 9:00 AM-4:00 PM Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Munn & Associates, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor (AFA) to join our team. This role blends client service responsibilities with the opportunity to gradually build your own book of business. Responsibilities: Client Relationship Management: Manage assigned clients while building your own book. Provide exceptional service, address clients' financial needs, and collaborate to understand their goals and objectives. Meeting Preparation and Follow-Up: Prepare for client meetings, ensuring all necessary documentation is organized and complete. Conduct diligent follow-up to address any outstanding questions or action items. Financial Planning and Investment Support: Assist the advisory team in developing comprehensive financial plans. Provide well-researched recommendations aligned with client objectives. Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed on market trends and investment opportunities to provide guidance to clients. Deepening Client Relationships: Proactively engage with clients to deepen relationships, understand evolving needs, and introduce additional services where appropriate. Qualifications: Minimum 5 years of experience in the financial services industry. Fully licensed: Series 7, Series 66, Life & Health (candidates not fully licensed will have 6 months to complete). Experience with Salesforce CRM and MoneyGuide a plus. Strong interpersonal and communication skills. Detail-oriented, highly organized, and capable of managing multiple priorities simultaneously. Service-oriented mindset, comfortable managing clients while gradually growing a book of business. Compensation & Benefits: Compensation range: $90,000 - $150,000, Exempt, depending on experience and production. Health insurance: 90% of employee premiums covered; 30% of dependents' premiums covered. 401(k) plan with 4% match (eligible after 6 months). PTO and seven holidays consistent with standard bank schedule. Work Environment: Hybrid model with minimum 2 days/week in-office (Mon & Thu) Schedule: Monday-Thursday 9:00 AM-5:00 PM, Friday 9:00 AM-4:00 PM Collaborative team culture focused on professional growth, client service, and succession planning. How to Apply: If you meet the qualifications and are ready to grow your career in a supportive and client-focused environment, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to the success of our advisory practice. Join us at Munn & Associates in providing exceptional financial guidance while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new Associate Financial Advisor to our team! Equal opportunity Employer Munn & Associates is an equal opportunity employer and welcomes applicants from all backgrounds.

Hours: 40 Pay Details: $78,520 - $117,520 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a planning experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for TD Wealth clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Strong understanding of wealth management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish relationships and partner effectively with other departments Proven ability to achieve sales goals Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Continuous International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Never Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Leadership-Track Financial Advisor / Team Leader Compensation: Base salary + overrides + production + long-term upside Experience Level: 4-8+ years in financial services / insurance / advisory The Opportunity This is not a traditional financial advisor role. Our client is looking for an experienced advisor who wants to build, lead, and grow a team, not just manage a personal book forever. This role is designed for someone who sees themselves as a future leader-someone who wants ownership, influence, and the ability to build a business within a business. You will step into a leadership track where you continue producing while recruiting, developing, and leading advisors under you. Over time, this role evolves into a true senior leadership position with overrides, autonomy, and long-term earnings leverage. What You'll Do Build and lead your own team of financial advisors Recruit, interview, hire, and develop advisors under your leadership Continue personal production while growing team production Leverage firm-provided recruiting support, LinkedIn outreach, and warm meetings Network actively and develop your own pipeline of prospective advisors and clients Mentor, coach, and guide team members toward growth and performance Operate your own mini-practice with autonomy over how your team is built and run Maintain visibility and leadership presence (NJ-based preferred, not office-dependent) Who This Role Is For This role is ideal for someone who: Has 4-8+ years of experience in financial services, insurance, or advisory work Is a solid producer but feels capped or boxed in by traditional firm structures Has an entrepreneurial mindset and wants to build something bigger than themselves Is interested in leadership, mentorship, and long-term business growth May have some management experience-or a strong desire to step into leadership Wants flexibility, autonomy, and a more sustainable path than high-pressure comp grids This is not a fit for: Brand-new advisors Advisors who only want to manage their own book Advisors seeking a pure salary role without business-building responsibility Compensation & Structure This role is customizable based on experience and fit. Leadership-Track Compensation Options: Base Salary to Start (designed to phase out after ~3 years) Junior leadership option: Monthly draw + additional compensation Overrides on advisors you recruit and lead Ongoing personal production income Long-term upside tied to team growth Benefits: Health benefits (company pays ~2/3 of premiums) Firm-supported recruiting and business development resources For Advisors With Existing Books Forgivable note / upfront transition compensation available Based on assets and production brought over Example: upfront payment provided, forgiven through production during transition period Why This Is Different No inherited downline - every advisor under you is your hire Freedom to build your team your way Option to operate under your own DBA Titles aligned with leadership and growth (Team Leader / Division Leader / District Agent) Sustainable model focused on long-term success-not unrealistic production hurdles The Bottom Line If you're an experienced advisor who wants to lead, build, and grow, rather than grind endlessly for marginal comp increases, this is a rare opportunity to step into a leadership role with real upside and support. If you're ready to think bigger than just your own book, we should talk.