Financial Representative Trainee (Sales) - Des Moines, IA
Careers Mutual of Omaha
Finance internship job in Iowa
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
Fair Chance Notices
$36k-75k yearly 60d+ ago
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Banking Intern
SNB Career 4.2
Finance internship job in Sioux City, IA
Are you looking to explore what a career in banking and finance could look like?
At Security National Bank, if there is one belief we hold together as a team, it's that
everything matters
. From the words we say, to the way we dress, to the decisions we make and the actions we take - every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life's interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we'd like you to advance your career with us at SNB.
In this internship, you will learn how different departments work together, from Retail Banking and Operations to Wealth Management and more. You will be tasked with the opportunity to own a project that will make a strategic business impact to the Bank. You will collaborate with bank representatives exploring a variety of departments while learning what different departments do and how they all work together.
If you are interested in preparing yourself for a professional career, not just a job, an internship with Security National Bank may be the right fit for you.
**Applications are reviewed on a rolling basis, so it is highly encouraged to apply soon**
JOB DESCRIPTION:
Support day-to-day operations with administrative tasks as needed.
Learn and apply company policies and procedures in a professional setting.
Take initiative to learn and grow within the internship program.
Develop skills in communication, teamwork, and problem-solving through hands-on experience.
Collaborate with team members on various tasks to meet project deadlines.
Represent the bank in a positive, courteous, friendly and professional manner at all times, including in-person contact, as well as telephone, email and other methods of communication.
Take initiative and action to respond, resolve and follow up on all issues in a timely manner.
Participate in meetings and contribute ideas and suggestions.
Required for this position: Customer service skills, collaborate while being adaptable, attention to detail, organizational skills, ability to work under deadlines, independent thinking and research, self-motivation, oral and written communication skills
EDUCATION AND EXPERIENCE:
Currently enrolled in a 4 year college or university pursuing a bachelor's degree with an expected graduation date in the next 6-12 months.
Demonstrated leadership ability and interest in Finance through academics, extra-curricular activities, or professional/volunteer work
Possess strong collaboration skills with ability to work independently.
Accuracy and meticulous attention to detail required
Excellent oral, written, and interpersonal communication skills
Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel
Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed
Team-oriented and the ability to work collaboratively across all levels of the organization
Service-oriented, polite, and respectful
Advanced problem-solving and analytical skills
Ability to take direction and instruction and follow through independently until project completion
HOURS:
Regular business hours.
BENEFITS:
We offer a benefit package to our employees including paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.
ABOUT SECURITY NATIONAL BANK:
Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis - and emerge as the region's most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what's right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.
Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.
LEARN MORE:
https://www.snbonline.com/about/employment-opportunities
LOCATIONS:
Sioux City, IA Akron, IA Mapleton, IA Moville, IA Dakota Dunes, SD Sioux Falls, SD
$41k-57k yearly est. 22d ago
Finance & Accounting Intern
Flexsteel 4.4
Finance internship job in Dubuque, IA
PRIMARY FUNCTION:
Flexsteel Industries, Inc. is looking for a driven, self-motivated and curious candidate to join the team as a Finance & Accounting Intern. In this role you will have the opportunity to assist with a variety of assignments in the areas of Finance and Accounting. This will include but not be limited to analyzing data, supporting the financial close process, preparing and reviewing financial reports and gaining an understanding of how Accounting and Finance interact with and support the operations of the day-to-day business. While having visibility of the Finance and Accounting leadership as you develop your skills.
MAJOR DUTIES AND RESPONSIBLITIES:
Gain an understanding of the financial close process and support the team in multiple capacities.
Learn to prepare and analyze complex reports, utilizing reporting tools such as excel, analyst and SAP.
Prepare and review monthly account reconciliations.
Participate in the preparation and compilation of financial forecasts.
Provide support and maintain multiple cost accounting deliverables
Complete accounting and finance projects, as assigned by supervisor.
Supporting the internal Sarbanes-Oxley audit and annual external audit.
$29k-33k yearly est. 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance internship job in Bettendorf, IA
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 21d ago
Financial Advisor
Firstnational 3.8
Finance internship job in Council Bluffs, IA
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.
Openings in multiple locations across the FNBO Footprint. ***
Omaha, Nebraska
Fort Collins, Colorado
DeKalb, Illinois
Sugar Grove, Illinois
Council Bluffs, Iowa
Plano, Texas
About This Role:
Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers.
Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance.
Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals.
Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships.
Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients' needs.
Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency.
Community Engagement: Actively participate in local civic organizations, fostering connections within the community.
Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities.
The Ideal Candidate for This Role:
Required Qualifications:
Bachelor's degree in Business Administration or related field or equivalent experience.
3 years of experience in the investment or financial services industry.
FINRA Series 7 and 66 (or Series 63 & 65) registrations.
State Life, Accident & Health and Variable Contract insurance licenses.
Previous successful business development activities and effective relationship management experience.
Proven sales skills, preferably in the investment industry.
Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
Ability to work collaboratively and cohesively within a team environment.
Strong knowledge of the finance industry and the local, state, national and global economy.
Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer.
Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.
Understands and contributes to intended customer experience of helpful, easy and personal.
Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Compensation and Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20250197
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$55k-94k yearly est. Auto-Apply 60d+ ago
Rotational Banking Internship (Summer 2026)
Bank Iowa 4.3
Finance internship job in West Des Moines, IA
What You'll Be Doing
The Bank Iowa Rotational Internship provides a comprehensive introduction to the banking industry with an emphasis on banking operations and client experience across core banking functions: Ag & Commercial Relationship Management, Retail Banking, and Mortgage Lending. Job shadows with different functional areas of our corporate team round out this rotational experience. This internship is ideal for students who are inexperienced with the banking industry but wish to gain experience and explore banking as a potential career path.
As a Bank Rotational Intern with Bank Iowa, you will have planned rotations with key areas across our Retail Banking and Lending Divisions. You will attend our teller training program where you will learn the fundamentals of our core banking system, bank policies, procedures, and regulations in order to perform teller transactions. Your rotation with our Personal Bankers will provide an understanding of our personal banking products, services and how we deliver superior client experience. Your rotation with our Loan Assistants & Relationship Managers will provide you an overview of our loan origination process and business development culture.
As an intern you will
Work in one of our 22 communities.
Interact with Senior Leadership.
Participate in hands-on retail and credit analysis training.
Develop business acumen.
Complete projects and work assignments as directed in assigned areas.
Interact, work and respond effectively with internal and external business clients.
Core Responsibilities
Delivers friendly, superior client experience through timely and accurate processing of accounts and transactions. Answers client questions and provides account information either in person or on the phone.
Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into appropriate records.
Cashes checks and processes withdrawals; pays out money after verification of identity and client balances and issues computer-generated receipts.
Counts currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to other bank locations or the Federal Reserve Bank.
Balances currency, coin, and checks in cash drawers at ends of shifts, and calculates daily transactions using computers, calculators, or adding machines. Reports discrepancies to leader.
Works closely with Relationship Managers to learn the complete loan origination process, including our business development culture, credit analysis, underwriting, and decisioning through loan funding.
Participates in business development meeting with prospective and existing client calls.
Participates in loan committee meetings to obtain a further understanding credit analysis.
Supports Loan Assistants by preparing various loan documents.
Works closely with bank staff to gain knowledge of the bank's processes, polices, and regulations.
Completes a wide variety of data input, word processing, copying, correspondence, reports, scanning, filing, etc.
Perform any other related duties as required or assigned.
General Responsibilities
Understands and complies with banking regulations by following bank policies and procedures. Stays abreast of relevant regulations, current industry matters, and any changes implemented internally to ensure compliance.
Requirements
Skills/Experience You'll Need
Currently enrolled at an accredited 2-year junior college or 4-year college/university as a sophomore, junior or senior.
Demonstrated leadership skills through participation in school and community activities.
Prior cash handling/client experience preferred but not required.
Ability to exhibit our values; Think Big, Be People-Centered, Enable Great Things, and Bring your Best.
Strong verbal and written communication skills.
Hours of Work & Travel
Full-time hours throughout intern program (10-12 weeks) during the Summer 2025.
Days and hours of operation vary with each Bank Iowa location.
Occasional travel between bank locations throughout internship.
Our People-Centered Culture
At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth. Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities.
At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you.
Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
$34k-47k yearly est. 60d+ ago
Financial Representative Entry Level
Funk Group-Northwestern Mutual
Finance internship job in Waverly, IA
Job DescriptionBenefits:
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Funk Group: Northwestern Mutual, our mission is clear: to create the most financially secure communities in all of America, one person, one family, and one business at a time. We believe that true success goes beyond financial security, which is why we are also deeply committed to making a positive impact in the local community. Our office is passionate about supporting and giving back to a variety of charitable organizations that are making a difference right here in the Cedar Valley. From our annual volunteer work with the Northeast Iowa Food Bank to supporting causes like Alexs Lemonade Stand, Retrieving Freedom, Cedar Valley Angels, Junior Achievement, and Habitat for Humanity, we believe in the power of community-driven initiatives.
We also partner with Hy-Vee for events like Alexs Lemonade Stand and are proud to support local organizations such as House of Hope, the Boys and Girls Club, Americans For Independent Living (AFIL), and Ledar Valley. As a Financial Representative with the Funk Group, youll not only have the opportunity to build a rewarding and impactful career, but youll also be part of a team that makes a difference in the lives of others, both financially and through community involvement.
Our thriving office is located: 3839 Ansborough Avenue, Waterloo, IA 50701
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Mark Funk - Managing Director:
How long with NM? 26 years
Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.
Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.
Nick Jans - Wealth Management Advisor:
How long with NM? 2 years as an intern and 11.5 years full-time
Prior Experience? Studied Business at UNI and worked at Scheels.
Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors.
Eric Sikkema - Wealth Management Advisor:
How long with NM? 12.5 years with Northwestern Mutual
Prior Experience? Worked for a golf course before joining Northwestern Mutual.
Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing.
Owen Ward - Certified Financial Planner:
How long with NM? 7 years
Prior Experience? Started his career right out of college.
Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes.
Ally Dana - Development Director:
How long with NM? Almost 10 years!
Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation.
Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling.
Matthew Henson - Financial Advisor:
How long with NM? Matthew has been with NM for 6 years.
Prior Experience? Matthew was a youth leader at a church in Waverly for five years. He also started his own basketball camp and worked in various labor jobs, including landscaping, flipping houses, painting, and security.
Passionate About? Matthew is passionate about personal development, playing and coaching basketball, working out, and spending time with family and friends.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$23k-42k yearly est. 28d ago
Financial Advisor
New York Life Iowa Office
Finance internship job in Ankeny, IA
Do you consider yourself to have excellent sales experience, an entrepreneurial mindset and be a great “people person?” If so, you've landed on the perfect career opportunity for you at New York Life.
Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office.
This career position includes:
Running a client-based practice of your own with the backing and support of a Fortune 100 company.
Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+.
Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs.
Promoting customized ways for clients to achieve their long-term financial goals.
Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
Networking and prospecting new clients to maximize your client-based practice.
Qualities New York Life looks for include:
Direct experience in the financial services business (securities licenses required).
Sales experience.
Entrepreneurial mindset with desire for continuous learning.
Strong communication skills - excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper.
Strong business acumen and professional business demeanor.
Eagerness to network, ability to develop relationships and sincere desire to help others.
Desire to engage your community and leverage personal networks/contacts.
It's your career and you deserve control of your growth.
New York Life helps set you up in every way to have a successful career but you're in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company's career paths. At New York Life, you receive the benefits of:
Ongoing access to local managers, team member collaboration and being paired with a seasoned agent for mentorship.
Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to career success both financially and in growth within the company.
Support from corporate development managers and product consultants to assist you.
Access to state-of-the-art marketing support.
Compensation:
Commission-based compensation dependent on agent sales performance. The more you sell, the more you get. Agent compensation is not guaranteed. Average range is from $90,000 - $150,000 for the first year. Benefits include medical, dental, vision, a 401(k) and pension.
Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. And live in the state of Iowa.
About New York Life:
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.
$40k-78k yearly est. Auto-Apply 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance internship job in Des Moines, IA
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 44d ago
Financial Advisor- Waterloo, IA
Lincoln Savings Bank 4.0
Finance internship job in Des Moines, IA
Job Duties and Responsibilities:
Aid customers in financial investment and asset management.
Handles the insurance related issues of the clients to assist them in making comprehensive plans in future investments.
Meet with clients to understand their future investment plans and document them.
Develop personal relationships with clients.
Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients.
Discuss potential opportunities and risks related to a particular investment with clients.
Recommends strategies that the clients can use in achieving their financial goals and objectives.
Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan.
Answer all investment related plans of the clients verbally and provide them with written documents for future reference.
This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank.
Necessary Skills and Attributes:
Bachelor's degree in Accounting, Finance, Business Administration or related field
Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred
Strong customer service and communication (written and verbal) skills
Ability to listen, understand and give advice
Ability to work individually and with a team
Series 7, 63, 65/66 or ability to get them within first 90 days
Life & Health Insurance license or ability to get it within first 90 days
Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
$61k-93k yearly est. Auto-Apply 60d+ ago
Seasonal Farm Internship - Midwest Organic Center
Rodale Institute 3.7
Finance internship job in Marion, IA
The Seasonal Farm Intern will assist in implementing farm activities that enable all research, education, communication, development, and production projects. The seasonal worker will work directly with the Farm Manager and Research Director in a wide range of farm, landscaping, and research activities including but not limited to greenhouse works, establishing research plots, irrigation, mowing, hand weeding, collecting and processing soil and plant samples, and recording applicable data based on project requirements.
Desired Qualifications:
High School Diploma (required)
Experience in manual labor, agriculture, or landscaping
Experience collecting/recording research data
Ability to maintain organized activity logs
Positive, motivated, professional attitude
Attention to detail and ability to accurately record data
Ability to collect soil and plant samples
Flexible schedule as farm work can be unpredictable
Works well in both a teamwork-oriented environment and alone
Able and willing to work in any weather
Essential Duties & Responsibilities:
Coordinate with Farm Manager and Research Director to execute day-to-day tasks
Maintain a clean, organized work area
Maintain, organize, and clean the equipment and storage areas
Conduct field and greenhouse activities (establishing research plots, cultivating, planting, harvesting, weeding, watering, seeding, dead-heading, spraying, pruning, trellising, soil and plant sampling)
Assist with livestock handling and maintaining livestock infrastructure
Assist in planting and maintaining pollinator habitats
Mowing, trimming fence lines, and any other landscaping tasks as requested.
Must be comfortable utilizing hand tools and operating landscaping equipment such as mowers and weed whackers
Assist Farm Manager and Research Director in execution of research plans
Assist in event setup and clean ups
Other duties and tasks as assigned by the research director and farm manager
Schedule:
The timeframe for this 2026 internship is May - November
Flexible to accommodate 20-40 hours per week
Weekly schedule to be determined at time of hire
Other Expectations:
Individuals must be committed to the farm's success, and in turn, the farm will be committed to the individual's success.
To be trustful and respectful to all staff and visitors.
All qualified applicants will receive consideration for employment without regard to race, color, religious creed, ancestry, national origin, age, sex, sexual orientation, sexual identity or handicap.
$26k-33k yearly est. Auto-Apply 50d ago
Financial Advisor
Direct Staffing
Finance internship job in Davenport, IA
We are seeking a local professional to join our team as an additional Financial Advisor.
Job Responsibilities:
Serve Your Clients:
1. Cultivate strong relationships with members by consistently using the prescribed sales process.
2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.
3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.
4. Present a professional image in all interactions both personally and professionally.
Run Your Office:
5. Consistently and effectively utilize all tools, technology, and resources as prescribed by our Brokerage Services, Inc., and the Credit Union.
6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.
Grow Your Business:
8. Meet or exceed individual production goals - with an appropriate product mix.
9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.
10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.
Other:
11. Attend and participate in our meetings, virtual and face to face, as scheduled.
12. Other duties as assigned.
Job Requirements:
1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.
2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least
3. Demonstrated ability to effectively build business relationships with diverse clients.
4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate
audience.
5. Life/Health License(s)
6. Series 7, 63/65 and/or 66 Licenses.
7. LUTCF, CLU, ChFC or CFP designation preferred.
CANDIDATE DETAILS
5+ to 7 years experience
Minimum Education - Bachelor's Degree
SKILLS AND CERTIFICATIONS
Must have Series 7
Must have previous production background
Selling Securities
Selling Insurance
F2F client meetings
banking channel experience
IDEAL CANDIDATE
Team player who is motivated to work with two other Advisors within this setting. We have an FA going on maternity leave, so we can use the additional support covering a current book of business and expect some will be given to the incoming candidate.
IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Open to bakcground and companies. Banking background could be helpful.
WHY WE'RE A GREAT COMPANY
Great benefits, great support, admin support, support of the market their members, great client base, and solid track of production success by all previous advisors.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
$43k-84k yearly est. 60d+ ago
Assurance Intern - Busy Season 2027
Eide Bailly 4.4
Finance internship job in Des Moines, IA
Basics * Season: Busy season 2027 * Positions: Assurance Intern * Status: Full-time * Work arrangement: In-person * Application Deadline: Rolling; final deadline 2/25 11:59 p.m. * Interview Dates: March 2-3 Who We Are Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive.
Why You'll Love Working Here
* You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one.
* You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed.
* You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career.
* You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work.
* You'll have fun. Yes, we're accountants and business advisors - but we also like to celebrate, connect, and have a good time. Office events, volunteer opportunities, and casual team activities are all part of the experience.
Typical Day in the Life
A typical day in the life of an Assurance Intern with Eide Bailly might include the following:
* Attend a client engagement meeting to determine timelines and goals of an audit.
* Research business trends in order to assist the team with professionally representing the company and potentially apply this knowledge to the client's solutions.
* Prepare accounting-related reports through a paperless environment.
* Attend a technical training on Knowledge Coach (auditing software).
Who You Are
* You are inquisitive and enjoy learning about various client business processes and traveling to different locations to help clients (10-40% travel may be required in audit intern the role).
* You like the challenge of working on audit engagements and helping clients succeed.
* You are a multi-tasking master, and there has never been a deadline you could not meet.
* You have interest in a variety of industries.
* You hold yourself to the highest professional standards and maintain strict client confidentiality.
* In addition to all of this, you are working toward a Bachelor's degree in Accounting and are on track to sit for your CPA license.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Eide Bailly LLP offers a competitive salary and a comprehensive benefits package.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
What to Expect Next
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
#LI-CD1
$35k-43k yearly est. Auto-Apply 6d ago
Organizational Change Management (OCM) Intern
Maximus 4.3
Finance internship job in Des Moines, IA
Description & Requirements The OCM Intern will assist the CDIO organization in implementing change management strategies that help employees adapt to organizational changes. This internship is designed for individuals eager to learn about structured change methodologies and gain hands-on experience in supporting enterprise transformation initiatives. You will work closely with experienced practitioners and project teams to contribute to communication, training, and stakeholder engagement activities.
Additionally, the selected intern will gain knowledge of general business principles, corporate organizational structure and government process improvement. Throughout the summer, you will have the opportunity to meet, interact, and collaborate among various project teams, consultants, senior management, executives and peers. Guidance and training on operations standards and protocols will be provided by the Manager.
BENEFITS / COMPENSATION:
Hourly pay range is competitive and commensurate with education and experience. Interns are eligible for benefits. All computer equipment and access to digital systems will be provided to the hired candidate. Students may also complete the internship for academic credit, subject to the qualifications of their academic program.
PROGRAM DETAILS:
This position requires a commitment of 40 full-time hours per week, with availability during usual business hours (8AM-6PM ET), for the duration of a 10-week summer program: starting Tuesday, May 26th and ending Friday, August 7th, 2026
Essential Duties and Responsibilities:
- Provide data analysis support to project and operations management.
- Perform routine administrative functions.
- Assist in special projects across various operational departments.
- Work on assignments that are moderately difficult and escalate issues to management.
- Assist with ad-hoc reporting.
Key Responsibilities
• Support Change Initiatives: Assist in applying change management frameworks and tools under the guidance of senior team members.
• Impact & Readiness Analysis: Help gather data for impact assessments and readiness evaluations.
• Communications & Training: Contribute to drafting communication materials and preparing training content; assist in scheduling and coordinating sessions.
• Documentation & Reporting: Maintain organized records of change activities and help prepare progress reports.
• Collaboration: Participate in team meetings and support project managers with administrative tasks related to change management.
• Research & Best Practices: Explore industry trends and share insights to improve processes.
Minimum Requirements
- Currently enrolled in an accredited college or university and pursuing a college degree in a related field.
- Must have completed a minimum of 2 years of coursework.
- Skilled in standard computer applications and platforms such as Outlook and MS Office Suite, PowerPoint, and Excel.
- Demonstrated ability to juggle multiple priorities with superior attention to detail.
- Ability to perform comfortably in a fast-paced, deadline-oriented work environment.
- Strong interpersonal communication, teamwork, and customer service skills.
Currently pursuing a bachelor's or master's degree in business, Organizational Development, Communications, Psychology, or related field.
Strong written and verbal communication skills.
Detail-oriented with good organizational abilities.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Also preferred:
Interest in change management principles (e.g., Prosci, ADKAR).
Familiarity with HR technologies or enterprise systems is a plus.
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************.
Minimum Salary
$
21.32
Maximum Salary
$
31.27
$32k-60k yearly est. Easy Apply 6d ago
Budget and Finance Specialist II
Iowa State University 4.6
Finance internship job in Iowa
Position Title:Budget and Finance Specialist IIJob Group:Professional & ScientificRequired Minimum Qualifications:Bachelor's degree and 2 years of related experience Preferred Qualifications:Bachelor's or master's degree in business, accounting, MIS, or related field
Experience with multi-fund accounting and budget development, particularly in higher education.
Experience with computerized financial systems.
Experience with financial management, analysis, and reporting.
Previous experience with Workday.Job Description:
Summary
Information Technology Services (ITS) is seeking qualified candidates for a Budget and Finance Specialist II position. Under general supervision from the Budget and Finance Specialist IV, this position will assist in the fiscal management of the department. Department services include enterprise business and student information systems, research technology, security, voice, network services, data center operations, audiovisual experience, and endpoint technology.
It is essential for the candidate to readily assume responsibility, use independent judgment, take initiative, and coordinate a variety of activities. The candidate will need to retain a broad knowledge base of the unit's policies and procedures, use computer applications/software (e.g. Microsoft Excel) to generate and produce budgeting reports and interact with a diverse constituency of individuals.
Additionally, this position will be responsible for:
developing financial reports and projections
assisting in developing annual departmental budgets and tracking adjustments
collecting and analyzing data
approving departmental financial transactions
managing and advising on multiple funding sources including general funds, student technology fees, fee for service, cost recovery, and grants.
The successful candidate will have excellent communication skills, strong organizational skills, analytical and mathematical skills, an understanding of accounting principles, the ability to make independent judgment, great attention to detail, and the ability to interact with a diverse group of individuals.
This position offers the opportunity for hybrid work but does require the employee to reside in the state of Iowa on or before the start of employment.
Candidates must be legally authorized to work in the U.S. on an ongoing basis without sponsorship. Immigration sponsorship is not available for this position.
Level Guidelines
• Intermediate-level position with solid professional and/or technical skills working under general supervision to achieve goals
• Applies broad, working knowledge of the principles of the field to moderately complex, difficult, and varied problems and issues
• Exercises judgment within defined procedures and practices to determine appropriate action and resolve problems
• Responds to a broad range of inquiries and requests
• May provide training and/or direction to lower-level staff
• May lead projects of moderate scope and complexity
• Provides guidance to students
Appointment Type:RegularNumber of Months Employed Per Year:12 Month Work PeriodTime Type:Full time Pay Grade:PS808Application Instructions:
To apply for this position, please click on “Apply” and complete the Employment Application. Please be prepared to enter or attach the following:
1) Resume/Curriculum Vitae
2) Letter of Application/Cover Letter
Applications will be accepted until the position is filled. Please Note: To receive full consideration, applications should be received by February 1, 2026.
If you have questions regarding this application process, please email ********************** or call ************ or Toll Free: **************.
Why Choose ISU?
Iowa State Employees enjoy comprehensive health and work-life benefits, including medical and dental; as well as:
• Retirement benefits including defined benefit and defined contribution plans
• Generous vacation, holiday and sick time and leave plans
• Onsite childcare (Ames, Iowa)
• Life insurance and long-term disability
• Flexible Spending Accounts
• Various voluntary benefits and discounts
• Employee Assistance Program
• Wellbeing program
Original Posting Date:January 22, 2026Posting Close Date:Job Requisition Number:R18491
$27k-39k yearly est. Auto-Apply 6d ago
Financial Advisor - Omega (Iowa State)
Gamma Phi Beta 3.4
Finance internship job in Iowa
Application Deadline: Open until filled While local candidates are preferred, remote candidates may be considered for this volunteer position. Purpose A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. She uses her experience, leadership and coaching skills to help collegiate officers in the Financial department develop as sisters and leaders.
Responsibilities
Mentor and coach Financial department officers by leading educational conversations that prepare them to embrace the roles and responsibilities of leadership and develop Gamma Phi Beta's member competencies.
Encourage and reinforce chapter, Financial department and officer success on a consistent basis by reading monthly officer reports and following up to determine best solutions and praise accomplishments.
Advise the financial vice president(FVP) and the chapter on the annual creation of the chapter budget. Ensure the budget is entered into OmegaFi and submitted to Beta Base before the end of the academic year.
Ensure no member has a past due balance by reviewing the OmegaFi Outstanding Balances Report on a monthly basis. Follow up with the FVP to hold members accountable to their financial commitment to the Sorority.
Review the OmegaFi Budget Variance Report monthly, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP.
Promote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt and adhering to all International Gamma Phi Beta Policies and Procedures.
Meet regularly with the FVP to build a relationship, establish expectations, review progress on goals and hold her accountable to her responsibilities, and also serve as a resource to the FVP and Financial department officers through ongoing communication.
Contribute to and foster open communication throughout the chapter, facilitate conflict resolution and coach collegiate members to do the same.
Hold the FVP and her department accountable to setting and working toward goals that promote improved chapter operations or culture and completing the Financial department expectations as outlined in Order of the Crescent.
Complete ongoing training and development, review the Financial department officer and advisor resources and attend Financial department officer and advisor training.
Represent the financial interests of the chapter by serving as an active member of the chapter's advisory board and ex-officio member of the affiliated house corporation (AHC).
Collaborate with assigned finance supervisor to ensure healthy chapter financial operations and address finance-specific challenges as they arise.
Expectations
This role requires five to 15 hours per week on average.
Travel: Volunteers in this role will be expected to travel up to two days per year.
Learn and utilize Beta Base (chapter reporting system) and OmegaFi (financial management platform) for assigned chapter.
Complete all Fidelity volunteer online lessons and OmegaFi training.
Conduct training conversations with chapter advisor and finance supervisor within six weeks of appointment.
Attend all advisory board meetings, retreats and calls.
Attend financial department meetings, and, as requested by the chapter advisor, chapter business meetings, executive council meetings, executive council hearings, AHC meetings, nominating committee meetings and chapter officer retreats.
Respond to all communication within 48 hours.
Be in good standing by paying international alumnae dues or being a Life Loyal member.
Preferred Competencies and Experiences
Self-awareness of strengths, challenges and motivation for volunteering
Effective, clear and timely written and verbal communication
Desire to mentor and coach collegiate women
Knowledge of financial best practices
Knowledge of Gamma Phi Beta policies, procedures and plans
Ability to lead educational conversations with collegians that promote competency development in Gamma Phi Beta's member competencies
$42k-43k yearly est. Auto-Apply 60d+ ago
Finance Internship (Summer 2026)
MacLean-Fogg 4.3
Finance internship job in Maquoketa, IA
MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success.
Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level)
Program Overview
Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain:
Hands-on experience in financial analysis, reporting, and business operations.
Mentorship and guidance from experienced industry leaders.
A professional network across functions and facilities.
Career-ready technical and professional skills.
When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered.
What You'll Do
As a Finance Intern, you will:
Assist with financial planning, budgeting, and forecasting activities.
Support monthly and quarterly reporting by preparing data and analysis.
Conduct variance analysis to compare actuals against forecasts.
Partner with business units to understand financial drivers and performance.
Complete a capstone intern project and present results to leadership.
Qualifications
We're seeking motivated students who are ready to learn, grow, and contribute:
Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field).
Minimum 3.0 cumulative GPA (on a 4.0 scale).
Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus.
Strong analytical, problem-solving, and communication skills.
Collaborative mindset with a willingness to take initiative.
Ability to work on-site at one of our locations for the duration of the program.
Compensation & Benefits
Competitive hourly pay.
Skill development through hands-on learning.
Structured mentorship and feedback.
Networking opportunities with peers and professionals.
Experience presenting to leadership at program completion.
$18-25 hourly 60d+ ago
Specialty Finance Intern
Dover Food Retail
Finance internship job in Keosauqua, IA
Dover Food Retail (DFR) is a leading manufacturer of Display Cases, Specialty Products, Refrigeration Systems, Power Systems and Comprehensive Services; and leading our industry by Innovating What's Next in glass doors and intelligent merchandising technologies that keep food safe under brands such as HillPhoenix and Anthony.
DFR is part of the Refrigeration and Food Equipment segment of the Dover Corporation (NYSE: DOV). Dover is a diversified global manufacturer with annual revenues in excess of $7 billion.
DFR is built on creativity and customer-centric innovation delivered by people invigorated by a strong sense of responsibility to help our customers win in their marketplaces. The relationships we build with our customers are as important to our success as the products we manufacture. This collaborative environment delivers FRESH THINKING, reassuring our customers that they choose the best when they choose to work with the people of Dover Food Retail.
Job Title: Specialty Finance Intern
Location: Keosauqua, IA
Duration: 10 -12 weeks, Summer 2026
Department: Finance
Reports To: Finance Manager, Analyst, or Department Lead
Dover Food Retail (DFR) is a leading manufacturer of Display Cases, Specialty Products, Refrigeration Systems, Power Systems and Comprehensive Services; and leading our industry by Innovating What's Next in glass doors and intelligent merchandising technologies that keep food safe under brands such as HillPhoenix and Anthony.
DFR is part of the Refrigeration and Food Equipment segment of the Dover Corporation (NYSE: DOV). Dover is a diversified global manufacturer with annual revenues in excess of $7 billion.
DFR is built on creativity and customer-centric innovation delivered by people invigorated by a strong sense of responsibility to help our customers win in their marketplaces. The relationships we build with our customers are as important to our success as the products we manufacture. This collaborative environment delivers FRESH THINKING, reassuring our customers that they choose the best when they choose to work with the people of Dover Food Retail.
Job Summary:
We are seeking a highly motivated and detail-oriented Finance Intern to join our team for the summer. This internship offers a hands-on opportunity to gain practical experience in financial analysis, budgeting, reporting, and other key finance functions within a dynamic business environment. This function will assist the analytical engine of the company to provide insights and support ‘optimal' business decision making. The intern will support the Finance team in day-to-day operations and contribute to special projects.
Key Responsibilities:
Assist in preparing and analyzing financial reports, statements, and forecasts.
Support budgeting and financial planning processes.
Conduct financial research and data analysis to identify trends and variances.
Help maintain and improve internal financial models and dashboards.
Participate in monthly/quarterly close processes and audit support activities.
Collaborate with various departments to gather and organize financial information.
Monitor, track & calculate key financial metrics including sales growth, earnings growth, operating margin, working capital percent, free cash flow, capex, days sales outstanding, inventory turns & day purchases outstanding
Present findings and insights to team members and leadership as needed.
Qualifications:
Current enrollment in a Bachelor's or Master's program in Finance, Accounting, Economics, Business, or a related field.
Completion of at least 1 year of college coursework.
Strong analytical and quantitative skills.
Proficiency in Microsoft Excel
Attention to detail with strong organizational and time management abilities.
Effective written and verbal communication skills.
Ability to handle sensitive financial data with integrity and confidentiality.
Preferred Qualifications (Optional):
Previous internship or academic project experience in finance or accounting.
Familiarity with financial statements and key finance concepts.
Experience with financial software or tools (e.g., SAP, Power BI)
What You'll Gain:
Real-world experience in finance operations and analysis.
Exposure to financial planning tools and decision-making processes.
Mentorship and networking opportunities within the organization.
Development of key technical and professional skills.
The backbone behind our collection of outstanding businesses is a team of dedicated employees who protect and enhance our valued reputation for quality and delivering what we promise. It's our values that define Dover to all of our key audiences: our shareholders, customers, prospective employees and especially to ourselves.
These values must be expressed in our work and embody our actions, as they form the basis by which we do our jobs, make decisions and measure our performance. It's our unwavering commitment to maintaining our values that defines who we are as a Company.
• Collaborative Entrepreneurial Spirit
• Winning Through Customers
• Respects and Values People
• Expectations for Results
• High Ethical Standards, Openness, and Trust
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.
Dover Food Retail is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.
Work Arrangement : Onsite
Pay Range: $ - $ [per hour / annually]
[Bonus Eligible: This position is eligible to earn a discretionary bonus based on performance metrics and other criteria outlined in our applicable bonus plan.]
[Commission Eligible: This position is eligible to earn commissions based on performance metrics and other criteria outlined in our applicable commissions plan.]
[Other Compensation: This position is eligible to earn other compensation in the form of [XX], as governed by applicable plan documents and policies.]
We consider several job-related, non-discriminatory factors when determining the pay rate for a position, including, but not limited to, the position's responsibilities, a candidate's work experience, a candidate's education/training, the position's location, and the key skills needed for the position. Pay is one of the Total Rewards that we provide to compensate and recognize employees for their work.
[Internal Note - Only use the following benefits paragraph for positions being offered a full benefits package. For positions not being offered a full benefits package, consult with Dover HR Operations and Dover Legal on the proper benefits information to post] Benefits: Benefits for this position include: a 401(k) savings plan with employer contributions; medical, dental and vision insurance; wellness programs; health savings account, health care and dependent care flexible spending accounts; company paid short-term disability and long-term disability; company paid employee basic life and AD&D insurance; supplemental employee and dependent life insurance; optional accident, hospital indemnity and critical illness insurance; adoption, surrogacy, and fertility benefits and assistance; commuter benefits; parental, military, jury duty, and bereavement leaves of absence; paid time off, including [[XX] paid holidays per calendar year,] [paid vacation days beginning at [XX] hours annually,] [[XX] paid sick leave hours annually or as provided under state and local paid sick leave laws,] [paid time off beginning at [XX] hours annually]; [insert Corporate or OpCo specific benefits e.g., tuition assistance;] ;business travel services; employee discounts; and an employee assistance program that includes company paid counseling sessions and legal services. Eligibility for benefits is governed by applicable plan documents and policies.
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.
Dover Food Retail is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.
Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact *********************** for assistance with an accommodation. Kindly specify Job Requisition Number / Job Title and Location in response.
Job Function : Intern
$26k-34k yearly est. 57d ago
Financial Advisor
Bank of Montreal
Finance internship job in Urbandale, IA
Application Deadline:
03/30/2026
Address:
8300 Douglas Ave.
Job Family Group:
Wealth Sales & Service
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners.
Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Implements a relationship management plan in collaboration with the lead relationship manager.
Determines client needs and provides solutions though the sales of managed products and services.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance and addresses any issues.
Designs and produces regular and ad-hoc reports, and dashboards.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
Provides input into the planning and implementation of operational programs.
Executes work to deliver timely, accurate, and efficient service.
Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.
Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Supports the development and promotion of a business/group program.
Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.
Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.
Implements a relationship management plan in collaboration with the lead relationship manager.
Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.
Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Identifies and recommends ways to enhance the client experience.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
Life and Health Insurance Producer's License.
Completed LTC Continuing Education Requirements.
Strong working knowledge of financial industry.
In-depth experience working with managed products and providing fee-based advice.
In-depth understanding of deposit and loan (including mortgage) products and banking services.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary:
$51,800.00 - $95,900.00
Pay Type:
Salaried & Commission
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$51.8k-95.9k yearly Auto-Apply 60d+ ago
Wealth Management Intern
Greenstate Credit Union 3.9
Finance internship job in North Liberty, IA
GREENSTATE INTERNSHIPS: GreenState Credit Union's internship opportunity will immerse you into GreenState's fun and fast paced environment! As a valuable member of our team, you will provide direct support to your assigned team by owning the outcome for a variety of projects. We want your internship to be educational, meaningful, and exciting! As an intern, you will gain a better understanding of the roles in your department and be well prepared for work in the financial industry in the future. You will also have opportunities to work with GreenState members, other departments, and staff.
The Wealth Management Intern will focus on several areas during the internship program including: Attending meetings, supporting Financial Advisors, Trust Officers, and Administrative Associates, maintaining the call calendar, communicating with members and clients, reviewing accounts, and assisting with various projects including Guided Wealth Portfolio, Financial Planning, Grow Our Own, and Marketing.
This is a paid, on-site internship lasting 12 weeks, with an hourly wage of $15hr. The program runs from May 19th through August 7th.
We will start outreach to internship candidates in January 2026.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Essential Duties and Responsibilities
Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Assists with planning, coordination and execution of department events as directed by the appropriate staff member. Provides a variety of administrative and clerical support regarding respective departmental and organizational projects and tasks. Interacts with both internal and external GreenState parties including, but not limited to, fellow employees, department leaders, members, and vendors in the pursuit of departmental and organizational objectives. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Performs any other duties as may be required to meet Credit Union objectives. This job description does not list all the job duties. Intern may be asked to perform other duties by the staff or supervisor. Intern will be evaluated on performance of the projects listed as well as interaction with employees and clients. Work hours and project specifics will be negotiated with each candidate.
Job Requirements/Expectations
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Must be a current student in good academic standing. Enthusiasm about knowledge acquisition and learning. Good oral communication skills and the ability to produce written communication. Ability to follow oral and written instructions. Good telephone manners and techniques. Ability to use and understand written material. Ability to work with minimal direction and exercise sound judgment. Ability to perform basic math calculations. Strong analytical, oral, and written communication skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Must be an undergraduate student entering their junior or senior year, prior to the commencement of the internship. Must be bondable.
Reporting Relationship
Reports to Department Leaders as assigned.
Supervisory Responsibilities
This position is not responsible for the supervision of others.
Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID