Financial Advisor - Paid Training Provided
Finance Internship Job 35 miles from Greenville
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first four years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first four years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $38,500 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Finance & Accounting Analyst
Finance Internship Job 10 miles from Greenville
This role is an entry point to the finance function within American Credit Acceptance. We are interested in candidates who have professional degrees and a passion to learn how to apply technical learning and frameworks in a corporate finance environment. The role will report to one of our senior finance leaders and will gain experience throughout the different areas of finance including Accounting, Financial Planning, Data Analytics, Treasury Functions, and Capital Markets. This opportunity is located in Spartanburg, South Carolina and is an in-office role.
Focus Areas:
Accounting: create journal entries, develop account reconciliations, maintain sound internal controls, audit support, financial reporting
Financial planning: Business intelligence and monthly or long-term planning, data analysis and business area support, financial modeling, trend analysis
Data analytics: Develop visualizations and advanced analytics
Treasury functions: cash applications, accounts payable, cash management and forecasting, debt management and forecasting
Capital markets: securitization pool development and selection, coordinate documentation packages
Learn and understand the financial services business and how the finance function supports all areas of the business
Other duties as required
EDUCATION:
Graduate degree in Accounting, Finance or Data Analytics required
Will support professional certification and development: CPA, CGMA, etc.
EXPERIENCE:
Entry Level Position, on the job training will be provided
Internship in finance or accounting preferred
SKILLS:
Strong analytical skills
Proven organizational skills with the ability to prioritize and work effectively on multiple tasks in a fast-paced environment
Demonstrated track record of process improvement
Customer service, delivery, and quality focused
Strong computer literacy with experience in BI Tools (Power BI, Tableau, Power Automate), intermediate / expert Excel skills needed
Innovative problem solving, research and analytical skills
Effective written and verbal communication skills
Intern Healthcare Strategy & Finance Summer 2025 | Greenville SC
Finance Internship Job In Greenville, SC
Description & Requirements Healthcare Strategy & Finance Internship The Strategy & Finance Practice of Forvis Mazars Healthcare Consulting provides creative solutions to some of the most complex strategic and financial challenges facing providers, payers, and employers in today's transformative healthcare environment. Our core service offerings include prospective reporting capabilities, varied dynamic financial modeling offerings, deep strategic payor management and contract negotiation experience, all forms of strategic planning - from service line to ambulatory to physician alignment, value-based care clinical and strategy offerings, and merger/partnership affiliation experience. With deep and broad expertise in acute and post-acute care settings, we bring a sophisticated, reliable approach to healthcare leaders' challenging financial and strategic decisions to address the evolving healthcare industry.
How you will contribute:
* Performing research and analysis of healthcare trends and challenges issues
* Assisting in performing complex reviews, including financial and operational benchmarking and economic analysis
* Assisting in developing strategic and financial recommendations within financial, organizational, and operational frameworks
* Learning and developing new technical knowledge specific to our healthcare consulting practice and the clients we serve
* Demonstrating strong analytical capabilities, including the ability to compile and assess large datasets, while identifying potential data concerns or issues
* Understanding engagement processes and approach, including key stakeholders, data points, and project scope
* Preparing client and documentation that meets firm and professional standards
* Embracing the importance of working in a collaborative environment with diverse teams to promote creativity, innovation, and diversity of thought
* Committing to understanding dimensions of diversity and continuously buildings greater cultural awareness
* Establishing and maintaining relationships with the health care professionals practitioners in other service lines within the firm and maintaining an understanding of the breadth of firm offerings
* Delivering Forvis Mazars' commitment to an Unmatched Client Experience through timely and responsive communication with internal personnel and external clients
We are looking for people who have Forward Vision and:
* Strong technical competencies
* Ability to think critically
* Effective time management skills
* Strong oral and written communication skills
* Ability to work well with in a team setting, as well as independently
* Demonstrate a problem-solving attitude
* Think innovatively to offer creative solutions
* Willingness to take initiative
* Close attention to detail
* Ability to work under pressure, effectively prioritize, and adhere to deadlines and against deadlines
Minimum Qualifications (Required):
* Pursuing or achieved a bachelor's degree from an accredited university with a major in business, accounting, finance, or healthcare.
* Ability to multi-task and quickly shift attention among multiple projects without loss of accuracy or efficiency
* Maintaining composure and friendly professional demeanor even under stressful conditions
* Experience with Microsoft Office Suite
* Previous healthcare experiences (organizational involvement, extracurricular activities, or professional experience)
Preferred Qualifications:
* Interest in or actively pursuing a Masters of Health Administration, Masters of Business Administration, Masters of Accounting, Masters of Finance, or Masters of Public Health with a focus in Healthcare
* Knowledge of healthcare ecosystem
* Prior experience in the healthcare field including health systems, hospital, physician offices or clinics, and other facilities, or consulting
* Experience analyzing large datasets and summarizing findings
* Experience in accounting, finance, and/or business administration
* Maintaining a GPA of 3.0 or higher (in major and overall)
* Interest in pursuing a Certified Public Accounting ("CPA") license
Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
Finance Intern (Multiple Locations)
Finance Internship Job In Greenville, SC
Our purpose is to build incredible places where people can live their dreams. Those dreams are made possible for thousands each year thanks to our most important asset-our people. From humble beginnings of one visionary entrepreneur, to the 3rd largest homebuilder in America for over 70 years; learn how you can build a career of impact here at PulteGroup.
As one of America's largest, most respected homebuilders, our career possibilities are expansive. Whether you're passionate about sales, marketing, construction, procurement, or land development, PulteGroup has the perfect place for you to thrive. We're building more than houses; we're crafting careers and homes where you belong.
An internship with PulteGroup Inc. offers a unique opportunity to expand your horizons in an exciting industry, gain hands-on experience, and build a strong foundation to support your long-term career goals. During your internship you can expect to gain a holistic understanding of the homebuilding industry by participating in rotational shadowing opportunities of various functions and departments. Then, in your daily work, you'll work with our experienced professionals in your designated function and contribute to meaningful projects. We also will invest in you and your continued development through centralized training and development opportunities throughout the summer. Lastly, you'll get to showcase your experience and ideas by closing your internship with a capstone presentation with your local Division leadership team.
Primary Job Responsibilities
Finance:
* Embark on a financial journey where you'll acquire critical reporting literacy that are crucial to the success and feasibility of all the moving components of the complex homebuilding business.
* Step into the shoes of a land acquisition professional and learn about the world of financial analytics and how to help serve in an advisor role for business decisions and opportunities.
* Work alongside the team that's the "financial bridge" that connects various departments, partnering with sales and field construction teams to make sure our fiscal dream a reality. Your financial capability will be the glue that holds it all together.
Management Responsibilities
* Not applicable
Scope
* Decision Impact: Individual
* Department Responsibility: None
* Budgetary Responsibility: No
* Direct Reports: No
* Indirect Reports: No
* Physical Requirements: n/a
Required Education/Experience
* High School diploma, GED, or equivalent education required.
* Must be at least 18-years of age.
* Must have authorization to work in the United States.
* Our various Operations Internships are ideal for candidates pursuing a number of degrees including Business Administration, Finance, Construction Management, Engineering, Project Management, Marketing, Communication, Finance, Architecture, or similar degree.
* Must be enrolled as an undergraduate or graduate student at the time of application or must have graduated the semester immediately preceding the start of the internship.
* Minimum of sophomore status preferred.
* Minimum cumulative GPA of 2.5 at time of application or graduation preferred.
Required Knowledge/Skillsets
* Curious and coachable, personable, and patient, action-oriented and accountable.
* Motivated and enthusiastic about doing great work.
* Professional verbal and written communication skills.
* Strong tech-savvy competency; experience with Excel and Microsoft Teams specifically.
* Strong organization skills, self-motivation, and learning agility to learn and adapt quickly in a fast-paced environment.
* Bias for action and desire to make a meaningful difference alongside our current teammates.
* Strong interest in the homebuilding, real estate, and/or construction industry as a preferred career field.
* Added plus are students who are involved in extracurricular activities outside of their curriculum responsibilities (i.e., student organizations, leadership roles, student athletes, NAHB student competition, etc).
2025 Summer Internship Blueprint: In your 2025 internship role you will work alongside our experienced professionals and mirror that team's schedule and flexibility models. Please read each role's description and discuss with your hiring team to best understand the team's expectations.
* Application Dates: October 1, 2024 - March 14, 2025
* Internship Dates: May 19, 2025 - August 8, 2025 (12 weeks)
* Schedule may be adjusted based on individual student need.
* 40 hours per week; schedule depends on the internship position and its requirements.
* Compensation: $20/hour (Pay varies on position and location.)
* Benefits: Temporary employees are eligible to participate in the Company's 401(k) Plan.
* Format: Our operations internships are primarily in-person in one of our 29 Division Offices and/or in our up-and-coming development communities.
* Each intern will have the opportunity to shadow all the various functions that go into the homebuilding process. This will give you a holistic view and appreciation for the homebuilding industry and, who knows, may even spark an interest in an area you didn't know existed!
* Internship may include a capstone presentation or final project.
Available Internship Locations:
Arizona (Scottsdale)
California (Mission Viejo, Pleasanton)
Colorado (Denver)
Florida (Bonita Springs, Jacksonville, Orlando, Riverview, West Palm Beach)
Georgia (Alpharetta, Savannah)
Illinois (Schaumburg)
Indiana (Indianapolis)
Kentucky (Louisville)
Massachusetts (Westborough)
Michigan (Troy)
Minnesota (Eden Prairie)
Nevada (Las Vegas)
New Jersey (Bridgewater)
New Mexico (Albuquerque)
North Carolina (Charlotte, Raleigh)
Ohio (Cleveland, Columbus)
South Carolina (Charleston, Greenville, Hilton Head, Myrtle Beach)
Tennessee (Brentwood)
Texas (Austin, Dallas, Houston, San Antonio)
Utah (Salt Lake City)
Virginia (Fairfax)
Washington (Bellevue)
PulteGroup, Inc. and its affiliates do not accept unsolicited resumes from individual recruiters or third party recruiting agencies (collectively, "Recruiters") in response to job postings. If Recruiters nevertheless submit one or more unsolicited resumes to any employee at PulteGroup, Inc. or its affiliates without a valid written agreement in place for this position, it will be deemed the sole property of PulteGroup, Inc. and its affiliates. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We will provide a reasonable accommodation to a qualified applicant with a disability that will enable the individual to have an equal opportunity to participate in the application process and to be considered for a job.
This Organization Participates in e-Verify
Pulte Homes of Minnesota is an equal employment opportunity/affirmative action employer.
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Finance Internship
Finance Internship Job In Greenville, SC
JOB\_DESCRIPTION.SHARE.HTML CAROUSEL\_PARAGRAPH JOB\_DESCRIPTION.SHARE.HTML * Greenville, South Carolina * Finance * 11380 mail\_outlineGet future jobs matching this search or ** Job Description** **Responsibilities** The Finance intern will learn the financial metrics the company utilizes to budget, forecast and analyze the business. This includes creating, maintaining and documenting reports and financial data in addition to conducting analysis of the financials, monthly expenses and modeling Pro-Forma's of current communities and new acquisitions. This is all while learning the broader business strategy, participating in cross-functional projects involving other interns and business leaders. **This position is full-time during summer 2025 internship program** .
**The stuff you will do:**
* Work closely with internal business leaders to learn the homebuilding industry, the Meritage business model and an assigned functional area such as construction, land, marketing, operations, purchasing, finance, human resources, etc.
* Learn our core values and why they drive everything we do
* Translate classroom experience into practical application during the internship
* Participate in cross-functional projects involving other interns and business leaders centered around current business challenges
* Present real world business recommendations to senior leadership that can help drive our strategy
* Write a paper focusing on the experience or another assigned topic
Meritage Homes does not provide Visa sponsorship.
#earlycareer
#LI-SD1
**Qualifications**
**Need to be awesome at:**
* Operating with integrity
* Always assuming positive intent and bringing passion to work
* Having a desire to “win” and get stuff done
* Fostering an inclusive environment
* Asking questions, seeking to understand and making recommendations to improve
* Wanting to always innovate, think of new ideas and solve for bigger problems
* Being relentless in the pursuit of excellence; will never “settle”
* Actively enrolled in a degree program from a regionally accredited university or college
**Preferred:**
* Experience working in a team environment on cross team or functional projects
* Experience dealing with ambiguity
* Experience in a leadership capacity or role and influencing peers
**Examples of Relevant College Coursework/Majors:**
* Business Administration
* Civil Engineering
* Construction Management
* Finance
* Marketing
* Real Estate
* Supply Chain Management
* Human Resources
* Operations
* Project Management
**Overview**
From the homes we build to the careers we offer, we believe in quality. Meritage Homes is the ENERGY STAR Partner of The Year in Sustained Excellence for being a leader in protecting the environment and advancing energy efficiency in homebuilding. We are looking for candidates who are excited about furthering their careers, as well as being a part of an organization that helps people live happier, healthier lives. With over 100,000 homes built, Meritage Homes is looking for professionals who are self-starters and want to help our organization grow by providing new and innovative ideas.
When joining Meritage Homes, you and your career can benefit in several ways, including:
* A work environment that encourages creativity and innovative ideas from every level
* An organization that lives by its core values everyday
* Team atmosphere where every individual is considered a vital asset
* State of the art technology to provide an optimal working environment
* A competitive pay structure
* Strong benefits
* Flexibility in work-life integration
* Team-oriented environment where all individuals play an integral role in the company
* Opportunity to further your career in a growing national organization
* Maintain a competitive drive to be the best
Financial Steering Intern (Summer 2025)
Finance Internship Job 10 miles from Greenville
Job Description new Financial Planning Spartanburg, SC 27.11.2024 URL of this page was copied to paste buffer **Financial Steering Intern (Summer 2025)** A good student experience is never hands-off. We are dedicated to fostering a dynamic learning environment where students actively engage in practical experiences throughout their time with us. From the beginning, students are entrusted with specific responsibilities, ensuring they play a significant role in their learning journey. As valued team members, students are also encouraged to share and implement their own ideas, enhancing both their personal growth and the collective success of the team.
**The qualified co-op should expect to contribute & improve in the following functions:**
* **Analyze historical financial data to identify trends, bring transparency, and ultimately identify measures for improvement and cost reduction.**
* **Create automated reporting tools in Power BI or similar systems to continuously track and bring transparency to key General Ledger budget categories as well as headcount, which can be used across the Body Shop and even shared to other areas of the plant.**
* **Create forecast and target templates to prepare for the next inner-year forecast activity in the Body Shop and prepare for next year's target setting.**
**Projects:**
* **Create Power BI reports to quickly show and report the financial trends in the Body Shop and provide the ability to quickly respond to negative trends.**
* **Create Power BI reports or optimization to track headcount needs in a consistent manner across the Body Shop.**
* **Work with other steering functions in the plant to identify common ways to report and steer the financials.**
**Qualifications:**
* **Focus on financial business, business related or production control discipline.**
* **Good communication skills.**
* **Enhanced computer skills (MS Office Applications) with the willingness to learn new systems such as Power BI.**
* **Strong analytical skills and ability to manage large amounts of data including creating** **reports to provide trends and transparency.**
* Possess a minimum cumulative GPA of 3.0 (not just in major)
* Have enrolled student status at an accredited four-year college or university in the United States.
* Completed at least 30 credit hours at time of application.
* Ability to work full-time on-site (40 hours / week).
* Transfer students must have a GPA from current university.
* MUST ATTACH A COPY OF UNOFFICIAL TRANSCRIPT.
* Complete and pass a substance abuse test before the work term.
* THE WORK TERM DATES ARE**: May 19th- August8th, 2025.**
Financial Steering Intern (Summer 2025) 20241127 Automotive Spartanburg, SC United States Legal entity: BMW Manufacturing Co., LLC Location: Spartanburg, SC Job field: Financial Planning Job ID: 147775 Publication date: 27.11.2024 Internship FullTime
2025 Summer Finance Intern
Finance Internship Job 16 miles from Greenville
The College Internship Program at Yanfeng provides you with real world projects via full-time work through the summer break with hands-on, career-specific experience (from May through the beginning of August). The program connects Yanfeng interns across the US and Canada developing skills through technical training and career coaching.
You will be assigned a buddy anda mentor, who will make sure you feel at home and will support your development. Additionally interns are engaged in networking and educational activities throughout their internship to gainexposure to senior level management and to learn more about Yanfeng, our values, culture and career opportunities.
Examples of Internship Opportunities within our Finance function:
* FP&A Intern
* Accounting Intern
* Tax Intern
* Operations Finance Intern
* Business Systems Intern
Qualifications:
* Current student enrolled in an accredited college/university pursuing a bachelor's degree with a concentration in Finance, Accounting, or similar field
* 3.00 GPA or higher
* Prior internship(s), work experience, and/orextracurricular activities preferred
* Highly motivated, positive attitude andgoal orientated
* US Sponsorship not available for this position
Required Competencies:
* Analytical skills
* Communication skills
* Leadership ability
* Strong initiative
* Strong interest in automotive manufacturing industry
College Financial Representative, Internship Program
Finance Internship Job In Greenville, SC
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Financial Advisor
Finance Internship Job In Greenville, SC
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.
We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
We hire experienced professionals who understand the industry and provide effective advice.
We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation.
PRIMARY RESPONSIBILITIES:
Provide distinctive service to clients and prospects , in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients.
Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports.
Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.
Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans.
Approve loans under approved authority limits.
Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility.
Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products.
Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning.
Participate in developmental and training activities as well as projects as directed by management.
Meet all the client's financial needs , both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
Assist other team members as needed to ensure delivery of distinctive service.
Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
College degree is preferred - finance or business-related field.
10 years' experience in banking/financial services.
Knowledge of consumer and commercial banking products.
Strong knowledge base relative to consumer and commercial loan documents.
Knowledge of compliance and federal banking regulations.
Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:
Excellent interpersonal skills, including verbal and written communication skills.
Effective analytical and mathematical reasoning skills with a strong attention to detail.
Ability to work independently and prioritize daily tasks.
Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
Flexibility and ability to multi-task.
Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: EXEMPT
DATE: 06.09.2015
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
Campus - Mortgage Finance Summer Intern
Finance Internship Job In Greenville, SC
**Campus - Mortgage Finance Summer Intern** Job Category **Internships** Market Location **SC - Greenville area** Location **SC - Greenville** **Join us for the summer and apply your schoolwork to real-life business situations with a growing industry leader.**
The **NVR** **Mortgage Summer Internship** program will provide you with hands on experience in all aspects of the mortgage process, providing you a chance to gain some hands on experience in the daily operations of NVR Mortgage. You'll receive practical experience in processing, closing, underwriting, customer communication and negotiation while learning about the regulatory process that governs the mortgage industry. You will gain valuable experience, embrace key responsibilities, and be compensated for it; And it's interesting to note that many of our past summer interns are now full-time employees.
**Primary Responsibilities**
* Work alongside mortgage professionals as they pre-qualify prospective home buyers and negotiate competitive financing options
* Learn how to guide customers from initial application to their settlement date in a highly competitive marketplace
* Gain experience in processing and obtaining mortgage approval and conducting mortgage closings
* Learn about the homebuilding industry that NVR Mortgage supports
* Spend time with sales and production teams to experience the hard work and management skills that come together to deliver a customer's dream home
**Qualifications**
* Current enrollment in college degree program (scheduled to graduate within 12 months of the internship is preferred)
* Highly driven & self-motivated with leadership experience
* Strong communication skills
* Current Driver's License
* Students from all degree majors are welcome
**About NVR:**
As the parent company of **Ryan Homes**, **NVHomes** and **Heartland Homes**, NVR is a Top 5 US homebuilder and Fortune 500 company that has been helping families build their happily ever after since 1948. All of our roles at NVR, whether you are in the field or in the office, allow you to make a major impact in the lives of those who are looking to achieve home ownership. Our management team is tenured and talented (nearly 80% of them promoted from within), so you will have mentors who share their knowledge, provide career guidance and encourage your success.
View more about our exceptional culture and comprehensive benefits at
We are an Equal Opportunity Employer.
Drug Testing and Credit Check are required.
Applicants must be legally entitled to work in the United States, as NVR does not provide visa sponsorships.
Financial Advisor
Finance Internship Job In Greenville, SC
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.
* We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
* We hire experienced professionals who understand the industry and provide effective advice.
* We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation.
PRIMARY RESPONSIBILITIES:
* Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
* Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients.
* Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
* Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports.
* Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.
* Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
* Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans.
* Approve loans under approved authority limits.
* Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility.
* Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
* Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products.
* Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
* Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
* Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
* Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning.
* Participate in developmental and training activities as well as projects as directed by management.
* Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
* Assist other team members as needed to ensure delivery of distinctive service.
* Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
* College degree is preferred - finance or business-related field.
* 10 years' experience in banking/financial services.
* Knowledge of consumer and commercial banking products.
* Strong knowledge base relative to consumer and commercial loan documents.
* Knowledge of compliance and federal banking regulations.
* Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:
* Excellent interpersonal skills, including verbal and written communication skills.
* Effective analytical and mathematical reasoning skills with a strong attention to detail.
* Ability to work independently and prioritize daily tasks.
* Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
* Flexibility and ability to multi-task.
* Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
* The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: EXEMPT
DATE: 06.09.2015
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
Finance & Accounting
Finance Internship Job In Greenville, SC
Why GLS? Purpose: Access to affordable, reliable transportation is essential to leading productive work and personal lives, caring well for oneself, one's family, and the needs of others. Through advanced analytics and technology, we can more accurately predict credit risk and provide more people with an affordable auto financing option for their next vehicle. That's what GLS has done for over 10 years, helping more than half a million families meet and improve their transportation needs.
People: Join a culture of over 1,000 employees who
Care Deeply
and
Think Boldly
, driving innovation in an adaptive and positive culture that celebrates successes. We empower and reward individuals and teams who make direct, positive impacts to the business and each other, who take pride in their work and are ever-raising the bar.
Growth: Recognized by Inc 5000 as one of the fastest-growing private companies in America. Join GLS to grow with us!
Benefits: GLS offers the below great benefits for your amazing work!o Competitive base pay and performance bonuses, dependent on roleo Medical, dental, vision, telemedicine, supplemental insurance benefits, long-term and short-term disabilityo 401K with employer match and 100% immediate vestingo Paid Time Off (PTO) and paid company holidays to help you balance work and personal lifeo Paid Volunteer Time Off (VTO) Annuallyo Tuition Reimbursement o Parental Leave o Business casual work environment
***This posting is to enter our campus recruiting and entry-level process for position offers being made for May 2025***
What does it mean to be in Finance and Accounting at GLS?All of the Finance and Accounting groups are important to the success of GLS with critical roles such as building cost forecasts, setting accounting and tax policy, explaining variances to budget, optimizing tax strategies, building business plans, reporting financial results to the Board of Directors and other key stakeholders, and ensuring the soundness of financial information to senior management and the capital markets in which GLS participates. The financial accountants and specialists will join small and close-knit groups that are building and refining these functions at GLS, with the ability to gain exposure to senior management and make an immediate impact.The day-to-day activities will vary based on the group but could include the following:
Partner with management in the operating departments to build business plans and detailed cost forecasts for new initiatives, and reflect those plans in the corporate financial model
Work with the Treasury group to understand complicated cash transactions and accurately reflect them in the financial accounting system across multiple accounts and entities
Estimate current year federal taxable income starting from GAAP accounting results, and maintain models to allocate the income to each state and to each individual GLS LLC member
What should you already know to be successful in this role?
Minimum of bachelor's degree in Finance, Financial Management, Accounting, Mathematics, or a related field required
Basic knowledge of accounting and financial concepts required
Strong analytical, problem solving, data gathering, and analysis skills required
Strong Excel skills required; basic knowledge least one computer coding language (VBA, SQL) preferred
High level of intellectual curiosity required including the inclination and ability to understand the drivers of financial results and the overall financial picture of the organization at a high-level
High level of professional maturity; verbal and written communication skills necessary to interact with senior management required
Strong drive, ambition, and self-motivation; ‘self-starter' with the ability to independently resolve day-today issues
Excellent organizational skills with high attention to detail
Team player that can adapt in a fast paced and changing environment
Commitment to exemplifying the organizational core values and key competencies
Employment Requirements:
This is an exempt level position whereby business need will dictate the exact work schedule which should be expected to vary at times. Generally, the days and hours of work are Monday through Friday, 8:30am-5:30pm
Regular, predictable attendance is required, including in excess of 40 hours per week as business demands dictate
Evening and weekend work may be required as job duties demand
The position does not require travel
Significant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterity
Remain in a stationary position up to 100% of the workday
Significant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterity
Remain in a stationary position up to 100% of the workday
2023 California Applicant Privacy NoticeGLS participates in the E-Verify program to confirm the employment eligibility of all newly hired employees Please visit *************** for information about our great company and other amazing opportunities
Applicants have rights under Federal Employment LawsFamily and Medical Leave Act (FMLA) Equal Employment Opportunity (EEO) Employee Polygraph Protection Act (EPPA)
Experienced Financial Advisor
Finance Internship Job In Greenville, SC
Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Additionally, through our CPA Advantage program we thrive by fostering mutually beneficial relationships between financial professionals and CPAs.
Responsibilities:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy.
Answering client questions about financial strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Resilience and humility.
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Implementing financial strategies or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
Requirements:
Bachelor's degree in business, finance, or related field.
3+ years of sales experience.
Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus).
Life and health license.
Valid drivers license.
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.
Experience providing quality financial advice.
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)3
Financial Advisor
Finance Internship Job In Greenville, SC
**Atria Wealth Solutions** **Financial Advisor** **Financial Institution - Greenville, SC - Full Time** Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. * Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and TFA.
* Cultivates strong working relationships and builds trust among Credit Union staff and members along with other key local people in the Credit Union's community, i.e. attends/participates in staff meetings and other Credit Union staff functions, conducts periodic huddles with designated branches, etc.
* Implements the key individual elements of yearly marketing plans in daily work efforts. Consistently generates a minimum of 15-20 appointments per week with members through proactive outreach and successful marketing efforts in alignment with established outreach and productivity goals.
* Follows the sales process and procedures as established through the TFA program.
* Follows the established securities and insurance compliance guidelines, and strictly adheres to all Credit Union, TFA and broker-dealer policies where appropriate.
* Follows established policies and procedures of ethical market conduct. Conducts business according to high standards of honesty, fairness, and integrity and renders service to members which, in the same circumstances, we would demand for ourselves.
* Follows the established guidelines for maintaining client files in accordance with broker-dealer practices and FINRA requirements.
* Meets or exceeds the minimum budgeted GDC and/or new assets invested goals established for the position on a monthly as well as yearly basis as defined by the Minimum Production Guidelines (MPGs) and incentive plan.
* Meets or exceeds the minimum stated expectations as defined in the MPGs for the position.
* Attends and completes all required training and informational meetings scheduled by management and broker-dealer.
* Completes and submits weekly activity reports promptly to management as well as all other ad hoc reports as requested.
* Fully utilizes the broker-dealer CRM and processing system for all business-related activity documentation.
* Assists with other tasks and projects as assigned.
* Must have excellent communication skills in English, both verbal and written
* Must have consistent record of meeting / exceeding compliance inspections and keeping high overall business integrity standards, including a Clean U-4
* Must have advanced skills with MS Office, including Excel, Word, PowerPoint, and Outlook
* Must have the ability to deliver services and make presentations through remote technologies such as WebEx, conference calling and delivering documents through DocuSign.
* Must have the ability to work with people at different job levels ranging from senior managers to front line employees.
* Must have a history of progressively more successful sales success as determined by growth in both GDC and placing assets under management.
* Must obtain Life/Health insurance licenses within 90 days of employment.
* Must be able to effectively implement / leverage technology and all other available investment tools and resources to provide member-clients with an exceptional experience on a consistent basis.
* Must have the ability to understand all business processes within the credit union.
* Must be detail oriented, with excellent time management and organizational skills.
* Must be able to work in a general office environment.
* Must be flexible and able to shift resources and priorities as required.
* Must be able to complete all assignments with minimal supervision.
* Must place all trades within compliance guidelines and not subject the Credit Union to potential trade related losses.
* Familiarity with investor programs required.
* Should possess a strong commitment to providing excellent service to Truliant members.
* Associate/Bachelor's Degree preferred, or equivalent combination of education/experience from which comparable knowledge and abilities have been acquired.
* 3-5 years financial services sales experience required.
* Must hold the following FINRA Registrations in good standing: Series 63, 65 or 66 and Series 7
* LUTCF, CLU, ChFC, CRPC, or CFP designation or working towards the completion of one of these programs preferred.
* No-cost employee Medical, dental, vision coverage.
* Prescription benefits (including mail order)
* Paid holidays and Paid Time Off (PTO)
* 401(k) plan with contribution matching
* Retirement/pension plan
* Paid community involvement volunteer hours
* Paid group life Insurance
* Teammate loan discounts
* Tuition reimbursement
* Short and long-term disability
* Health & Wellness program
* Teledoc (physician video conferencing)
* Onsite fitness facilities or health club reimbursement
* Employee Assistance Program (EAP)
* Medical flexible spending account
* Dependent care flexible spending account
FINANCIAL SOLUTIONS ADVISOR
Finance Internship Job In Greenville, SC
Job DescriptionFINANCIAL SOLUTIONS ADVISORPart Time Greenville, SC, USRequisition ID: 1062ApplySalary Range:17.27 (USD) Hourly Onwards
The Financial Solutions Advisor is the first point of contact for walk-in members. They will provide a warm greeting, assist members with financial transactions and with opening a wide variety of products and services. Advise as to how best utilize credit union products and services in order to meet personal financial goals and provide the highest quality member service. To do this they will be required to have a complete knowledge of all credit union products and services.
Major Duties and Responsibilities
Provide financial transactions for members in a efficient, accurate and professional manner; includes member daily needs such as cashing checks, withdrawing funds, loan payments and other similar transaction types.
Open various new accounts, process necessary information and educate the customers as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
Assist members by answering loan related questions, identify member needs and cross sell related loan services, take applications and otherwise assist with the loan origination process.
Assist members by answering all deposit related questions, identify member needs and cross sell related deposit products and services, and otherwise assist with the account servicing process.
Assist with wide variety of customer services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist members with checkbooks, process credit card/loan applications for member, manages outgoing wires, solve fraud issues, notary, close accounts, etc.
Use every member contact as an opportunity to advise member about additional services or programs that might benefit them.
Set up auto transfers and sign up members for ACH transfers and wires.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge and SkillsExperience
Two to five years of similar or related experience, including time spent in preparatory positions.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
ADA RequirementsPhysical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.
Financial representative
Finance Internship Job In Greenville, SC
Contract type: Full-time Industry: Financial Services Date published: 11-01-2024 **About the role** Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. **About Modern Woodmen of America**
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
* Our representatives provide financial guidance and products to help members protect their families and their futures.
* Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
* Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
**About you**
* Show integrity and character.
* Demonstrate leadership skills.
* Team-oriented.
* Focus on results/success driven.
* Can or have overcome adversity.
* Grow by helping others.
* Show volunteer spirit in the community.
* Look for self-improvement opportunities.
* Enjoy building long-term relationships.
* Credible, trustworthy and honest.
**Education and training**
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
**Qualifications**
* Passion for bettering members' financial lives.
* Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
* Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
**Benefits and perks**
* Paid medical and dental insurance.
* 401(k) retirement plan with company match.
* Noncontributory pension plan.
* Group term life insurance.
* Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Finance Intern - Oconee, SC (Summer 2025)
Finance Internship Job 55 miles from Greenville
What You Will Do * Prepare month end journal entries * Assist in daily, weekly and monthly financial reporting * Assist in creating work instructions for the Finance Team * Assist in bi-weekly payroll processes * Improve inventory control documentation including cycle count adherence, root cause identification and action plans
* Continuous improvement special projects in a real world manufacturing setting.
How You Will Do It
* Utilizing Accounting Software (i.e. SAP, OneStream, Excel)
* Partnering with supply chain to ensure cycle counting is completed including follow-up for adjustments outside of tolerance and improve receipt accuracy and timeliness.
* Implementing weekly monitoring of adherence to cycle count policies.
* Participating in month-end close activities and analysis/reporting of results.
* Working with the Plant Finance Team identify process gaps or inefficiency and implement improvement.
What We Look For
* Currently enrolled as a full-time student at an accredited U.S. college or university
* Pursuing an undergraduate degree in Accounting or Finance.
* U.S. citizen or legal right to work in the U.S.
* Duration: Summer 2025. Up to 40 hours per week. Part-time during the school year may be available.
* Working Arrangements: Hybrid internship - must have a quiet workspace away from interruptions, with the option to work in the office. Be able to maintain regular contact with the supervisor/team via virtual methods.
* PLEASE NOTE that applicants must be authorized to work for any employer in the US without the need for sponsorship, now or in the future.
What We Do Here
Our fully integrated plant in West Union, South Carolina produces all the parts
that go into batteries used in cars, boats, and heavy-duty trucks. We began operations in 1985 and now employ more than 300 people and operate seven days per week. We are actively involved in our local community and give back through The Salvation Army, March of Dimes, back-to-school drives and the Oconee County Animal Shelter.
What you get:
* Global market strength and worldwide market share leadership
* HQ location earns LEED certification for sustainability plus a full-service cafeteria and workout facility
* Clarios has been recogizned as one of 2024's Most Ethical Companies by Ethisphere. This prestigious recognition marks the second consecutive year Clarios has received this distinction.
Who we are:
Clarios is the creator behind the world's most recognizable car battery brands. We are the car battery found in most new vehicles including leading brands such as Ford, General Motors, Toyota, Honda, and Nissan. Our 16,000 employees develop, manufacture, and distribute batteries for virtually every type of vehicle. We recover, recycle, and reuse up to 99% of our battery materials, leading sustainability practices in our industry. Clarios, formerly Johnson Controls Battery Group, is currently a Brookfield portfolio company. Learn more about us at ****************
We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please apply. Diversity of experience and skills combined with passion is key to challenging the status quo. Therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process by emailing Special.Accommodations@Clarios.com. We are an Equal Opportunity Employer and value diversity in our teams in terms of work experience, area of expertise, gender, ethnicity, and all other characteristics protected by laws in the countries where we operate. For more information on our commitment to sustainability, diversity, and equal opportunity, please read our latest report. We want you to know your rights because EEO is the law.
A Note to Job Applicants: please be aware of scams being perpetrated through the Internet and social media platforms. Clarios will never require a job applicant to pay money as part of the application or hiring process.
To all recruitment agencies: Clarios does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Clarios employees or any other company location. Clarios is not responsible for any fees related to unsolicited resumes/CVs.
Financial Solutions Advisor - Consumer Investments - Greenville Market
Finance Internship Job In Greenville, SC
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**Required Qualifications:**
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
**Desired Qualifications:**
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
**Skills:**
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (****************************************************************** .
To view the "EEO is the Law" Supplement, CLICK HERE (******************************************************************************************************* .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Personal Financial Advisor (PFA) I-Greenville, SC
Finance Internship Job In Greenville, SC
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**Work Location:**
États-Unis d'Amérique**Hours:**
40**Pay Details:**
$31.25 - $31.25 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon candidate's skills and experience, job-related knowledge, licensure and certifications, geographic location, and other specific business and organizational needs. As TD puts career development at the forefront of our colleague experience, it is not typical for an individual to be hired at or near the top of the range for their role.
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:**
Gestion de patrimoine TD**Job Description:**
The Personal Financial Advisor (PFA) I works from a centralized hub with clients in the Mass Affluent (MA) segment to attract and retain clients by addressing their wealth management needs. The PFA I meets remotely with prospects and clients to understand their long-term financial goals, objectives and risk tolerance by analyzing their financial information including but not limited to their income, assets and liabilities. The PFA I recommends personalized investment and insurance solutions to meet the client's objectives. The PFA I will be part of a sales desk team responsible for developing and maintaining TD Wealth's client base from several sources including Retail Store referrals from stores without Financial Advisors, digital prospects, marketing lead lists & accounts transitioned from a field Financial Advisors to the central desk.
The PFA I possesses broad knowledge and the ability inform and educate clients on the financial markets and market conditions. As a fiduciary the PFA I puts the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning and when conducting annual reviews to determine if there have been changes in their financial status or goals. The PFA I will be part of a team that collectively is responsible for all aspects of maintaining client relationships by providing on-going advice, planning and day to day account servicing.
**Depth & Scope:**
* Analyzes client's financial information to determine appropriate investment and insurance strategies and products
* Builds a client base by acquiring new clients on an ongoing basis
* Maintains existing client base keeping client information up to date
* Retains a book of business through relationship management and periodic updates to client's financial plan as needed
* Meets quarterly and annual sales goals
* Proficient in Fin-Tech software to effectively track client engagement and provide advice
* Ensures all new clients receive the complete on-boarding experience, which includes:
+ A thorough client discovery leading to a truly exceptional client experience
+ Completion of a financial needs analysis to provide goals-based advice
+ Completion of all requisite client onboarding documents
* Effectively implements 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 a central sales and planning point of contact for TD Mass Affluent clients, without a local FA relationship, who have a Wealth need; service all aspects of the client's relationship and submits appropriate referrals to all relevant partners, including local field FAs
* Anticipates client's needs and suggests the most appropriate Wealth solutions
* Executes in a 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 clients 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
* 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
* Be involved in the community and support TDBG charity and community initiatives
**Education & Experience:**
* Bachelor's degree preferred
* Valid and active Series S65 is required, or obtained within allotted time period
* Candidates without a valid & active Series 65 must possess 2+ years of work experience relatable to the role
* A valid and active Life & Health insurance license is required, or obtained within allotted time period
* Understanding wealth management business development techniques, products, services and overall industry
* Understanding and experience with retail and small business banking and experience interacting with Mass Affluent and HNW clients
* Consultative sales experience preferred
* Ability to establish relationships and partner effectively with other departments
**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 act
Financial Advisor
Finance Internship Job In Greenville, SC
Becoming a Financial Advisor
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