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  • Financial Advisor

    Edward Jones 4.5company rating

    Finance internship job in Rancho Cucamonga, CA

    This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. 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 five 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 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five 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 five 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 $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements 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 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 5d ago
  • 2026 US Summer Internships - Finance

    Activision Blizzard 4.6company rating

    Finance internship job in Irvine, CA

    Team Name: FinanceJob Title:2026 US Summer Internships - FinanceRequisition ID:R026216Job Description: At Activision Blizzard we are dedicated to creating the most epic entertainment experiences, driven by our company values and passion, Activision Blizzard creates worlds with the focus to entertain the universe. We are looking for talented and innovative students to join our team for the 2026 summer. All interns will receive a meaningful project and an unparalleled experience. We'll provide the tools and resources you need to learn. The challenging and creative work you do throughout your internship will directly impact the team you are contributing to. As a Finance Intern, you'll gain hands-on experience driving analysis and influencing decisions that shape the world's most epic gaming and entertainment experiences at Blizzard Entertainment. Work on real projects that impact business decisions, develop your analytical and strategic skills, and collaborate cross-functionally with industry-leading professionals in a creative environment. All internships will be conducted in-person. Hosting managers will determine when and how often interns work in the office. All interns will have the option to opt into relocation services (flights, trains, or car mileage reimbursement). Additionally, all interns will be provided with a living stipend to supplement housing, utility, commuting, and miscellaneous costs. Player Profile Currently enrolled in a bachelor's or master's degree program and graduating December 2026 - July 2027 Interest in pursuing a career in business, finance, economics, accounting, or other quantitative fields Available to participate in a 12-week internship in Irvine, CA starting in late-May or mid-June Approaches problems in a clear, well-organized, and solutions-oriented manner Exhibits learning agility; has the ability to think differently, and/or grasp and apply new skills and concepts Works well with others and contributes to team tasks Able to effectively communicate problems, solutions, needs, or priorities Is engaged, seeks to learn, and is able to manage time effectively Demonstrate strong attention to detail and accuracy Build relationships and contribute to a creative, inclusive team culture Communicate effectively with diverse stakeholders Knowledge of general accounting, financial planning, and business fundamentals Proficiency in Excel and PowerPoint Financial modeling fundamentals Ability to organize and analyze complex data sets A passion for video games and the gaming industry is a plus Applicants must apply with a resume Our World Activision Blizzard, Inc., is one of the world's largest and most successful interactive entertainment companies and is at the intersection of media, technology and entertainment. We are home to some of the most beloved entertainment franchises including Call of Duty , World of Warcraft , Overwatch , Diablo , Candy Crush™ and Bubble Witch™. Our combined entertainment network delights hundreds of millions of monthly active users in 196 countries, making us the largest gaming network on the planet! Our ability to build immersive and innovative worlds is only enhanced by diverse teams working in an inclusive environment. We aspire to have a culture where everyone can thrive in order to connect and engage the world through epic entertainment. We provide a suite of benefits that promote physical, emotional and financial well-being for ‘Every World' - we've got our employees covered! The video game industry and therefore our business is fast-paced and will continue to evolve. As such, the duties and responsibilities of this role may be changed as directed by the Company at any time to promote and support our business and relationships with industry partners. We love hearing from anyone who is enthusiastic about changing the games industry. Not sure you meet all qualifications? Let us decide! Research shows that women and members of other under-represented groups tend to not apply to jobs when they think they may not meet every qualification, when, in fact, they often do! We are committed to creating a diverse and inclusive environment and strongly encourage you to apply. We are committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are a disabled individual requiring an accommodation to apply for an open position, please email your request to accommodationrequests@activisionblizzard.com. General employment questions cannot be accepted or processed here. Thank you for your interest. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity, age, marital status, veteran status, or disability status, among other characteristics. Rewards We provide a suite of benefits that promote physical, emotional and financial well-being for ‘Every World' - we've got our employees covered! Subject to eligibility requirements, the Company offers comprehensive benefits including: Medical, dental, vision, health savings account or health reimbursement account, healthcare spending accounts, dependent care spending accounts, life and AD&D insurance, disability insurance; 401(k) with Company match, tuition reimbursement, charitable donation matching; Paid holidays and vacation, paid sick time, floating holidays, compassion and bereavement leaves, parental leave; Mental health & wellbeing programs, fitness programs, free and discounted games, and a variety of other voluntary benefit programs like supplemental life & disability, legal service, ID protection, rental insurance, and others; If the Company requires that you move geographic locations for the job, then you may also be eligible for relocation assistance. Eligibility to participate in these benefits may vary for part time and temporary full-time employees and interns with the Company. You can learn more by visiting *************************************** In the U.S., the standard base pay range for this role is $20.00 - $50.00 Hourly. These values reflect the expected base pay range of new hires across all U.S. locations. Ultimately, your specific range and offer will be based on several factors, including relevant experience, performance, and work location. Your Talent Professional can share this role's range details for your local geography during the hiring process. In addition to a competitive base pay, employees in this role may be eligible for incentive compensation. Incentive compensation is not guaranteed. While we strive to provide competitive offers to successful candidates, new hire compensation is negotiable.
    $20-50 hourly Auto-Apply 60d+ ago
  • Investment - Intern

    Niterra North America

    Finance internship job in Irvine, CA

    About Us: Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society. Academic Skills/Knowledge/Experience: Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome. Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities). Strong analytica and research skills, with the ability to gather and synthesize data into clear insights. Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction. Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance. Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs. Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales. Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable. Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged. Responsibilities Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members. Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities. Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively. Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues. Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making. Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation. Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture. Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions. Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning. Fulfill any additional tasks or responsibilities required to ensure team success.
    $62k-112k yearly est. Auto-Apply 30d ago
  • Investment - Intern

    Niterra

    Finance internship job in Irvine, CA

    About Us: Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society. Academic Skills/Knowledge/Experience: * Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome. * Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities). * Strong analytica and research skills, with the ability to gather and synthesize data into clear insights. * Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction. * Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance. * Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs. * Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales. * Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting * Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable. Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged. Responsibilities * Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members. * Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities. * Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively. * Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues. * Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making. * Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation. * Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture. * Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions. * Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning. * Fulfill any additional tasks or responsibilities required to ensure team success.
    $62k-112k yearly est. 31d ago
  • Financial Analyst Intern

    Fortive Corporation 4.1company rating

    Finance internship job in Irvine, CA

    The Advanced Sterilization Products (ASP), **_Global Leadership Development Program (GLDP) Internship,_** is a 10-week internship program designed for you to gain foundational business knowledge through hands-on, meaningful experiences. During the program, you will gain hands-on experience and learn various aspects of our global business. As a GLDP Intern you will lead a 10-week project to make an immediate, long-lasting impact on the business. The project will allow you to build on your technical and interpersonal skills by providing you with significant responsibility as well as exposure to experienced business leaders, mentors, and subject matter experts. This role will be primarily based on site at our headquarters in Irvine, CA. We recruit for the best candidates who have demonstrated leadership and have desire to grow in a high-energy, collaborative environment. You will learn how the Fortive Business System is used to shape strategy, focus execution, align our people, and create value for patients and customers around the world. Come join our winning team and support us in our mission to protect patients during their most critical moments! We are seeking a highly analytical Finance Intern to join us for Summer 2026! The ideal candidate will have: + Excellent data and analytical skills. + Experience using data to investigate problems and determine solutions. + Familiarity with BI tools such as Incorta, Tableau or Power BI. Comfortable using Microsoft excel. + Familiarity with company financial statements such as P&L, balance sheet, cash flow statement. + Excellent communication and interpersonal skills. + Curiosity to understand ASP's business and how business activities connect to company financial performance. **Qualifications:** + Currently pursuing a Bachelor's degree, graduating December 2026 or later. + GPA: 3.5 of 4.0 (preferred) + Finance, Business, or Accounting major preferred + Able to work in Irvine, CA for the summer **Fortive Corporation Overview** Fortive's essential technology makes the world safer and more productive. We accelerate transformation in high-impact fields like workplace safety, build environments, and healthcare. We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in healthcare sterilization, industrial safety, predictive maintenance, and other mission-critical solutions. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to advanced technologies that help providers focus on exceptional patient care. We are a diverse team 10,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact. At Fortive, we believe in you. We believe in your potential-your ability to learn, grow, and make a difference. At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone. At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating. Fortive: For you, for us, for growth. **About Advanced Sterilization Products** ASP is a leading global provider of innovative sterilization and disinfection solutions, and a pioneer of low-temperature hydrogen peroxide sterilization technology.ASP's mission is to protect patients during their most critical moments. We support healthcare facilities in the fight to protect patients against hospital acquired infections, which are a leading cause of morbidity and mortality. ASP's products, which are sold globally, include the STERRAD system for sterilizing instruments and the EVOTECH and ENDOCLENS systems for endoscope reprocessing and cleaning. We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com. **Pay Range** The salary range for this position (in local currency) is 41,600.00 - 83,200.00 The salary range for this position (in local currency) is 41,600.00 - 83,200.00 We are an Equal Opportunity Employer Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.
    $42k-52k yearly est. 36d ago
  • Summer Analyst - Investments

    Healthpeak Properties 4.2company rating

    Finance internship job in Irvine, CA

    RESPONSIBILITIES Healthpeak's Summer Analyst Program offers ambitious undergraduate students a unique opportunity to gain hands-on experience within our Investments team. Over the course of 10 weeks, analysts will develop a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a wide range of institutional real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management. Summer Analysts will be fully integrated into the Investments team and will work alongside senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors. Responsibilities include, but are not limited to: Assisting in the evaluation and execution of new investment opportunities, including acquisitions, dispositions, developments, redevelopments, and structured transactions (e.g., joint ventures, preferred equity, real estate debt) Performing underwriting and cash flow analysis across a variety of deal types Building and refining financial models in Excel and Argus Supporting due diligence efforts and market research initiatives Preparing materials for internal investment committee meetings and presentations to senior leadership, including the Board of Directors Collaborating cross-functionally with asset management, development, legal, and finance teams Contributing to strategic special projects and portfolio reviews POSITION REQUIREMENTS A target start in June 2026, which will seek to align with candidates' academic calendar Current Juniors, graduating between December 2026 and June 2027, currently pursuing a Bachelor's degree from an accredited college or university Preferred majors include Business, Real Estate, Finance, Economics, Accounting, Mathematics or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) with an emphasis on knowledge and experience with Excel Strong written and oral communication skills, interpersonal skills, and ability to work with others Ability to manage multiple priorities in a fast-paced, dynamic environment Ability to travel to various property tours across the country Paid Internship - Non-Exempt - $30/hour
    $30 hourly Auto-Apply 60d+ ago
  • Business Purpose Lending Operations Intern

    Redwood Trust Inc. 3.7company rating

    Finance internship job in Irvine, CA

    We are seeking a Business Purpose Lending (BPL) Operations intern who will play a crucial role in supporting various teams within the Business Purpose Lending division. This internship offers a unique opportunity to gain hands-on experience in multiple aspects of real estate lending operations, including underwriting, loan management, asset management, and bridge lending. Under the direct supervision of the SVP of Term or Bridge Lending, you will assist with administrative tasks, project coordination, and data analysis across different teams. Responsibilities & Duties Assist in underwriting and closing efforts for commercial debt financing transactions backed by single-family rentals and multi-family rental portfolios. Support loan operations staff in processing loan applications, coordinating with borrowers, and managing loan documentation. Collaborate with bridge lending team on various projects related to short-term financing, acquisitions, and fix/flip projects. Conduct cash flow analysis, underwriting, due diligence, valuation reviews and credit analysis. Assist in the preparation of investment committee memorandums. Prepare market data research summaries. Conduct data analysis, financial modeling, and report preparation to support decision-making processes. Communicate effectively with internal teams, borrowers, lenders, third-party vendors, and other stakeholders. Maintain accurate records, update databases, and ensure compliance with internal policies and procedures. Required Experience, Skills, & Competencies Education and Background: Current undergraduates (rising junior and seniors) pursuing a degree in Finance, Economics, Real Estate, or a related field. Technical Skills: Proficiency with Microsoft Excel; financial modelling skills is a plus. Strong analytical and organizational skills. Previous experience or coursework in commercial lending, real estate finance, or related fields preferred. Core Competencies Intellectual curiosity and a passion for financial markets. Strong attention to detail and organizational skills. Excellent verbal and written communication. Collaborative mindset with a willingness to learn and contribute to team goals. Professionalism and adaptability in a fast-paced environment. Other Requirements Available for full-time participation during the summer program (June-August 2026). In-office presence required 4 to 5 days a week depending on location and project needs. A reasonable estimate of the total compensation range for this role is $27/hr. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $27 hourly Auto-Apply 39d ago
  • Intern - Financial Analyst

    Beyond Holding Us, LLC

    Finance internship job in Irvine, CA

    Financial Analyst Intern Duration: 1-6 months (Specific dates to be agreed upon with the selected candidate) We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment. Responsibilities - Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives. - Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies. - Support the development of financial models for forecasting and budgeting purposes. - Analyze industry trends to identify potential investment opportunities or financial risks. - Contribute to the preparation of detailed reports and presentations for investors. Qualifications - Previous experience in finance, particularly within the real estate sector, is highly desirable. - Involvement in student union or leadership experience in campus organizations. - Legal work status in the United States (U.S. citizens and Green Card holders preferred). - Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling. - Excellent organizational, communication, and presentation skills. Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.
    $35k-50k yearly est. 60d+ ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance internship job in Ontario, CA

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

    The J.R. Simplot Company 4.7company rating

    Finance internship job in Ontario, CA

    The J.R. Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho. We are a true farm-to-table company with an integrated portfolio including food processing and food brands, phosphate mining, fertilizer manufacturing, farming, ranching and cattle production, and other enterprises related to agriculture. Summary This Simplot Grower Solutions' position provides customer service to growers through the sale of crop nutrition, crop protection, seed, specialty, technology, and other agronomic products and consultative services. The position is led under the general direction of the Market Manager, who provides support and leadership to all Crop Advisors within specifically recognized agronomic geographies to achieve the Company's financial goals and operational objectives. What's In It For You? This internship opportunity is designed to provide a realistic job preview and lay the solid foundation necessary for future employment as a Simplot Crop Advisor. This is your chance to learn firsthand about agronomic issues that impact yields and profitability and how to best serve the grower's needs in their particular growing area. Key Responsibilities Soil sampling, plant sampling, product testing, product applications, and field scouting in production agriculture areas. Assisting crop advisors with seed and crop care activities to also include computer input of fertilizer application tracking, scouting reports and other spreadsheets as needed. Developing thorough knowledge and understanding of our computer programs, product deliveries, inventory tracking, and safety requirements. Typical Education Currently enrolled in an accredited university and completed at least freshman year Major in Agriculture, Agribusiness, Agronomy, Crop Science or other related major. Relevant Experience Valid driver's license A farm background or farm experience is helpful but not required. Job Requisition ID: 24153 Travel Required: Up to 25% Location(s): SGS Retail - Ontario Country: United States **The J.R. Simplot Company is proud to be an Equal Opportunity Employer and will consider all qualified applicants for employment without regard to race, color, religion, national origin, ancestry, age, sex, gender, gender identity, gender expression, genetic information, physical or mental disability, medical condition, sexual orientation, military or veteran status, marital status, or any other protected status. **
    $39k-51k yearly est. 35d ago
  • Analyst - Financial

    NBS 4.5company rating

    Finance internship job in Temecula, CA

    Job Title: Analyst - Financial Classification: Full Time, Exempt Salary Range: $65,000 - $100,000 NBS has standard office hours of Monday through Friday 8 a.m. - 5 p.m. PST with the option to work a Compressed Work Week (9/80) schedule. Summary: NBS is currently seeking an Analyst - Financial in our District Management Consulting Group. This position will assist in the administration of Special Financing Districts including data management, financial analyses, calculation of taxes and assessments, and client services. Essential functions: Data Collection and Analysis: Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis. Conduct data validation and ensure the accuracy and completeness of data before analysis. Review and manage large datasets, ensuring consistency and integrity throughout the process. Effectively evaluate and interpret financial, accounting, and legal data. Perform regular audits to ensure data integrity and implement corrective actions when necessary. Report Generation and Presentation: Compile findings into clear, well-organized reports and presentations for senior team members and clients. Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs. Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations. Review and cross-check reports to ensure consistency and quality across all deliverables. Client Support: Develop and maintain professional relationships with clients and their assigned representatives. Provide timely data-driven responses to management and client inquiries during project phases. Assist in client meetings, offering insights or explanations regarding data findings and conclusions. Collaborate with senior team members to ensure client deliverables are met and align with project objectives. Project Coordination and Management: Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met. Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency. Identify potential risks, or issues, and escalate them to senior team members for resolution. Knowledge/Skills/Abilities: Ability to learn how to analyze and interpret statutes and regulatory codes. Establish and maintain effective client relationships. Possess excellent organization skills and time management skills. Advanced proficiency in Microsoft Office, specifically Excel. Ability to analyze complex sets of data within various program platforms. Excellent written and verbal communication skills. Ability to identify and escalate issues beyond the current level of expertise. Must display attention to detail and to be meticulous and accurate in handling large data sets. Ability to adjust and manage competing priorities. Education may vary; a degree in business, public administration, finance, or IT is preferred. NBS Benefits: We offer a full line of benefits including the following: Employee Stock Ownership Program - 100% Employee Owned 401k Plan with a generous employer match Medical and Dental Insurance coverage is paid in full for the employee. Paid Vacation, Sick, Holidays, and Volunteer time. Life insurance covering the employee in the sum of $100,000, is paid in full by NBS. Short- and long-term disability insurance for the employee is paid in full by NBS. About NBS: NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST , to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.
    $65k-100k yearly 60d+ ago
  • Personal Financial Rep I,II,III (Murrieta Hot Springs)

    Cal Coast Credit Union 4.1company rating

    Finance internship job in Murrieta, CA

    California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300
    $27k-34k yearly est. Auto-Apply 11d ago
  • Financial Representative

    National Life Group-Northern California Agency

    Finance internship job in Irvine, CA

    Job Description Financial Representative - Bilingual in English and Chinese is a plus Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options. • Full benefits package: health, dental, vision, 401(k), pension, life insurance. • Training stipend and performance-based bonuses. • Company-sponsored travel and professional development programs. •Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Participate in structured coaching and mentorship programs. Offer solutions in insurance, asset accumulation, and retirement planning. Leverage company-provided marketing tools and industry resources. Develop client relationships and provide tailored financial strategies. Follow a leadership advancement track with career growth opportunities. Qualifications: Must be authorized to work in the US. Demonstrated leadership or a proven track record of success. Self-motivated, coachable, and driven to succeed. Excellent communication and relationship-building abilities. No prior experience in finance is required-comprehensive training is provided. Bilingual in English and Chinese is a plus About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 176 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
    $28k-46k yearly est. 20d ago
  • Financial Analyst I - Cost/Schedule

    Esri 4.4company rating

    Finance internship job in Redlands, CA

    Apply your cost and schedule management skills within our Professional Services division. The people you will support work across many industries, including governments (federal, state, regional, and local communities), NGO groups, private consultancies, environmental engineering, commercial, and others. The team you will work with are collaborative and forward leaning. They are problem solvers, listeners, facilitators, guides, and trusted advisors to thousands of ArcGIS users making a difference. We will benefit from the experience of working together to support the business operations of the division. Responsibilities Develop, implement, and maintain budgets for assigned programs Establish work breakdown structure (WBS), coordinate required budgeting detail, establish and track management reserve, support monthly performance assessment, and perform variance analysis Monitor all aspects of program cost and schedule control Assist with the development of estimate at completion (EAC) exercises Support schedule tracking functions including monitoring major milestone performance, updating scheduling tools, and analyzing variances Maintain and implement existing processes to successfully manage subcontract activity Participate with the project team as financial advisor to ensure early identification of problem areas on assigned programs; help identify corrective action plans Participate in the monthly revenue recognition process Requirements 1+ years of professional experience in a similar position, supporting similar responsibilities Excellent written and verbal communication, attention to detail, and organizational skills Ability to collaborate in a cross-functional team environment and effectively interact with all departments and levels of staff Ability to develop, implement, and maintain budgets for assigned programs US citizenship and willingness and ability to maintain a US Security Clearance Bachelor's in business administration, finance, accounting, or related field Recommended Qualifications Experience working on financial data for services work Experience in pricing within services or products #LI-AN1 #LI-Onsite
    $63k-87k yearly est. Auto-Apply 60d+ ago
  • Personal Financial Rep I,II,III (Murrieta Hot Springs)

    California Coast Credit 3.8company rating

    Finance internship job in Murrieta, CA

    California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300
    $27k-35k yearly est. Auto-Apply 11d ago
  • Finance Council Advisor

    La Sierra University 4.3company rating

    Finance internship job in Riverside, CA

    Job Description: Ability to meet quarterly or as deemed necessary throughout the academic year in what are generally open-ended discussions involving students, staff, faculty and administrators. Presentations/Reports/Assignments for meetings to include: Student Surveys New Initiative Testing Research and review of specific items Review student documents General knowledge of all students' functions as they relate to Financial Administration, Bursar, Student Financial Services, and Accounts & Loans. Assist Financial Administration to better understand the needs of students and how to best help them. Job Requirements: Must currently be a registered student at La Sierra University Able to communicate both written and orally. Able to analyze, critique, and provide feedback. Wage: $25/hour
    $25 hourly 60d+ ago
  • Financial Analyst Intern

    Fortive 4.1company rating

    Finance internship job in Irvine, CA

    The Advanced Sterilization Products (ASP), Global Leadership Development Program (GLDP) Internship, is a 10-week internship program designed for you to gain foundational business knowledge through hands-on, meaningful experiences. During the program, you will gain hands-on experience and learn various aspects of our global business. As a GLDP Intern you will lead a 10-week project to make an immediate, long-lasting impact on the business. The project will allow you to build on your technical and interpersonal skills by providing you with significant responsibility as well as exposure to experienced business leaders, mentors, and subject matter experts. This role will be primarily based on site at our headquarters in Irvine, CA. We recruit for the best candidates who have demonstrated leadership and have desire to grow in a high-energy, collaborative environment. You will learn how the Fortive Business System is used to shape strategy, focus execution, align our people, and create value for patients and customers around the world. Come join our winning team and support us in our mission to protect patients during their most critical moments! We are seeking a highly analytical Finance Intern to join us for Summer 2026! The ideal candidate will have: Excellent data and analytical skills. Experience using data to investigate problems and determine solutions. Familiarity with BI tools such as Incorta, Tableau or Power BI. Comfortable using Microsoft excel. Familiarity with company financial statements such as P&L, balance sheet, cash flow statement. Excellent communication and interpersonal skills. Curiosity to understand ASP's business and how business activities connect to company financial performance. Qualifications: Currently pursuing a Bachelor's degree, graduating December 2026 or later. GPA: 3.5 of 4.0 (preferred) Finance, Business, or Accounting major preferred Able to work in Irvine, CA for the summer
    $42k-52k yearly est. Auto-Apply 36d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance internship job in Ontario, CA

    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.
    $500 weekly Auto-Apply 22d ago
  • Financial Analyst II - Cost/Schedule

    Esri 4.4company rating

    Finance internship job in Redlands, CA

    Apply your cost and schedule management skills within our Professional Services division. The people you will support work across many industries, including governments (federal, state, regional, and local communities), NGO groups, private consultancies, environmental engineering, commercial, and others. The team you will work with are collaborative and forward leaning. They are problem solvers, listeners, facilitators, guides, and trusted advisors to thousands of ArcGIS users making a difference. We will benefit from the experience of working together to support the business operations of the division. Responsibilities Develop, implement, and maintain budgets for assigned programs Establish work breakdown structure (WBS), coordinate required budgeting detail, establish and track management reserve, support monthly performance assessment, and perform variance analysis Monitor all aspects of program cost and schedule control Assist with the development of estimate at completion (EAC) exercises Support schedule tracking functions including monitoring major milestone performance, updating scheduling tools, and analyzing variances Maintain and implement existing processes to successfully manage subcontract activity Participate with the project team as financial advisor to ensure early identification of problem areas on assigned programs; help identify corrective action plans Participate in the monthly revenue recognition process Interpret contracts for invoicing requirements and develop invoice detailed backup Run necessary Kantata and SAP reports; prepare and process monthly sales orders and invoices as assigned in SAP Coordinate the review and approval of invoices with project managers Work directly with Customer Service, Contracts, project administration, and management to resolve invoicing and payment issues Requirements 2+ years of professional experience in a similar position, supporting similar responsibilities Professional experience providing financial controls support Ability to use and customize complex financial models, as well as familiarity with financial concepts, practices, and procedures Excellent written and verbal communication, attention to detail, and organizational skills Ability to collaborate in a cross-functional team environment and effectively interact with all departments and levels of staff Ability to develop, implement, and maintain budgets for assigned programs Bachelor's in business administration, finance, accounting, or related field Recommended Qualifications Prior SAP Project System experience Prior Kantata PSA experience Past Microsoft Project or other standard scheduling application experience preferred Master's in business administration, finance, accounting, or related field #LI-AN1 #LI-Onsite
    $63k-87k yearly est. Auto-Apply 60d+ ago
  • Personal Financial Rep I,II,III (Menifee)

    California Coast Credit 3.8company rating

    Finance internship job in Menifee, CA

    California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required. o PFR I: 1 year experience in a financial institution or other related field o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300
    $27k-35k yearly est. Auto-Apply 59d ago

Learn more about finance internship jobs

How much does a finance internship earn in Hemet, CA?

The average finance internship in Hemet, CA earns between $29,000 and $58,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Hemet, CA

$41,000
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