Financial Representative Trainee (Sales) - Milwaukee, WI
Finance internship job in Waukesha, WI
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 *************************.
Fair Chance Notices
Associate Financial Advisor
Finance internship job in Burlington, WI
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 196 W Chestnut St Suite B, Burlington, WI
This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $65000.00
Hiring Maximum: $69100.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Associate Financial Advisor
Finance internship job in Stoughton, WI
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 400 W Main St, Stoughton, WI
This job posting is anticipated to remain open for 30 days, from 04-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $65000.00
Hiring Maximum: $69100.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Intern - Financial Analysis - Software Support Contracts, Services
Finance internship job in Madison, WI
Intern - Financial Analysis - Software Support Contracts Workplace Type: Onsite Business Unit: SIG Responsibilities Are you innovative, engaged, professional, customer-focused and profit-driven? Are you ready to join an organization wherein you can utilize your knowledge and skills to drive company profitability and support our customers? We have a unique internship opportunity available in our Maintenance Contracts team in Huntsville, AL. Software maintenance support is a key component of the profitability of the organization. This position will prepare customer pricing and proposals for software support contracts. He/she will proactively quote upcoming renewals for our customers, working with them to ensure the proper products are actively supported. This team engages with our customers frequently, negotiating pricing and ensuring timely order finalization and collections of receivables.
Providing excellent customer service, while protecting company profitability, is vital to the success of this candidate. Candidates should also possess strong analytical skills, be a forward-thinking problem-solver, and have a high attention to detail and accuracy.
Responsibilities:
* Proactively communicate with customers to renew their existing service, create opportunities and provide renewal quotes, overcome objections and adjust pricing or configuration as needed
* Utilize Microsoft Excel, especially Pivot tables, Sum functions and Vlookups, to calculate margins, forecast future renewal revenue and review customer assets
* Track and provide status updates on all open opportunities to upper management and forecasting team
* Maintain accurate and timely information within CRM and ERP systems
* Create third party quotes and purchase requisitions as needed
* Work closely with many internal teams, including Bids & Proposals, Accounting, Project Accounting, and Financial Planning & Analysis to provide visibility into ongoing negotiations, future renewal opportunities and revenue impacts
* Uncover additional training opportunities and process improvements through day-to-day processes and act as subject matter expert for system enhancements
* Communicate with customers in a professional, concise, and effective manner
* Maintain all customer assets and Service Contracts to ensure customers receive the support they need
* Must be able to work in-office a minimum of 40% of scheduled time in accordance with Hexagon's Remote Work Policy
Education / Qualifications
* B.S. in Accounting or Finance (planned)
* Minimum GPA 3.0
* Must be able to work 20-40 hours per week for a minimum of 3 months
* Excellent oral and written communication skills
* Highly proficient in Microsoft Office Suite, especially Outlook and Excel
* Experience in Salesforce, Oracle CPQ and/or Costpoint a plus
About Hexagon
Hexagon is the global leader in enterprise software, empowering organizations to build a safer, more sustainable and efficient future. We transform complex data into actionable insights that drive smarter decisions, modernize operations and accelerate digital maturity across industries that matter most - public safety, defense, transportation, government, industrial facilities and physical security.
Hexagon (Nasdaq Stockholm: HEXA B) has approximately 24,800 employees in 50 countries and net sales of approximately 5.4bn EUR. Learn more at hexagon.com.
Why work for Hexagon?
At Hexagon, if you can see it, you can do it. Hexagon puts their trust in you so that you can bring your ideas to life. We have emerged as one of the most engaged and enabled workplaces*. We are committed to creating an environment that is truly supportive by providing the resources you need to fully support your ambitions, no matter who you are or where you are in the world.
* In the recently concluded workplace effectiveness survey by Korn Ferry, a global HR advisory firm, Hexagon, has emerged as one of the most Engaged and Enabled workplaces, when compared to similar organizations that Korn Ferry partners with.
Everyone is welcome
At Hexagon, we believe that diverse and inclusive teams are critical to the success of our people and our business. Everyone is welcome-as an inclusive workplace, we do not discriminate. In fact, we embrace differences and are fully committed to creating equal opportunities, an inclusive environment, and fairness for all.
Respect is the cornerstone of how we operate, so speak up and be yourself. You are valued here.
Apply now
Budget & Finance Intern
Finance internship job in Lake Geneva, WI
Internship Description
Budget & Finance Intern - Seasonal
Classification: Non-Exempt Hourly 2026 Season Paid Internship
Department: Administration/Budget & Finance
Performs accounting assistant functions leading to accountant functions. Also types correspondence, newsletter, Year Book and assists as requested by supervisors.
Responsibilities:
1. Maintains financial computer files.
2. Process invoices: Ensure all invoices are reviewed, approved, and processed for payment.
3. Maintain financial records: Keep accurate and up-to-date records of all financial transactions.
4. Prepare financial reports: Assist in generating monthly, quarterly, and/or annual financial reports.
5. Reconcile accounts: Regularly compare and reconcile the statements with internal records.
6. Manage accounts receivable/payable: Track incoming payments and ensure all outgoing payments are made timely.
7. Budget tracking: Monitor budgets and report any variances.
8. Assist with audits: Provide necessary documents and information during internal and external audits.
9. Data entry: enter financial data into accounting software and databases.
10. Handle expense reports: Review, approve, and process employee expense reports.
11. Manage petty cash: Handle petty cash transactions and maintain records.
12. Financial filing: Organize and maintain a filing system for financial documents.
13. Support accounting team: Provide administrative support to the accounting team as needed.
14. Types and proofreads correspondence, documents and forms.
15. Proofreads minutes and distributes to the membership.
16. Develops, types, arranges, and mails monthly newsletter based on submission of member written articles.
17. Assists Club committees as needed by researching an issue or by working on a special project.
18. Communicates member events via email.
19. Sends questionnaire to members related to demographic information, updates for annual Club Year Book.
20. Types changes to Year Book, type sets, transfers to printer, and mails final product to members.
21. Creates Club calendar and mails to members. Email and distributes to applicable Board member, Manager, or member.
22. Interacts in a positive and cooperative manner with members, Board of Directors, visitors, co-workers, and Managers.
23. Portrays a positive image for the Club by dressing appropriately for the position.
24. Maintains a safe work environment for self and others. Attends mandatory safety training sessions and adheres to Club and OSHA safety requirements.
25. Ensures confidentiality of all Club member and employee information and records.
26. Maintains appropriate levels in the areas of daily attendance, initiative and productivity.
27. Performs all other related duties as assigned.
Requirements
Qualifications:
Education: High school diploma required. Associate degree in accounting or related field preferred. Bachelors degree preferred.
Experience: Minimum of one year experience required. This minimum experience with an Bachelor Degree in accounting or related field.
Requirements:
Physical Demands: Primarily sedentary. Light to moderate lifting. Some bending, stooping, walking, pushing, pulling, crouching and reaching to gain access to files. Hearing and talking to communicate person to person or over the telephone.
Mental Demands: Accuracy and attention to detail required. Strong math competency. Ability to interact effectively with members, Board of Directors, visitors, co-workers and Managers. Computer competency with Microsoft Excel, Microsoft Word, Internet and other software as required.
Reports To: General Manager (Supervisor/Reviewer) & Budget & Finance Manager
College Financial Representative, Internship Program
Finance internship job in Janesville, WI
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.
Auto-ApplyFinancial Advisor - Rockford, IL
Finance internship job in Rockford, IL
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
Auto-ApplyEntry Level - Financial Advisor - WI, Madison (2636)
Finance internship job in Madison, WI
Skills & Experience
Education\: Bachelor's degree or equivalent skills and work experience
Licensing\: State Life & Health, SIE, Series 7, Series 66
Personal Attributes\: values-driven with a track record of success and accomplishment
Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence
Mindset\: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration\: ability to work with and learn from top performers
Work Authorization\: must be authorized to work in the United States
Training & Development
FINRA Sponsorship\: provided for required FINRA licensing
Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training
Virtual University\: access to Equitable Advisors' Virtual University for continuous learning
Mentorship\: opportunities for joint work and mentorship
Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development\: access to Leadership Development School for those with management ambition
Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations
Location\: In-office presence required
Work-Life Balance\: Flexible schedule to maximize productivity and personal time
Auto-ApplyFinancial Advisor
Finance internship job in Rockford, IL
ABOUT US:
Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have grown to 6 locations throughout Ogle and Winnebago counties. Our organization is owned by shareholders and shareholder families, some of which span back 3 generations. Our Mission is to provide comprehensive financial solutions that support the well-being of our customers and strengthen the communities we serve.
ABOUT THE ROLE:
The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to new and existing clients. This role emphasizes relationship-building and personalized guidance to help clients achieve their long-term financial goals, while supporting the community bank's mission of delivering high-touch, community-focused financial services.
Provide customized financial planning and investment advice to clients, including retirement, education, estate, and tax planning strategies.
Serve as a primary point of contact for a portfolio of clients, building trust and deepening relationships through regular communication and strategic guidance.
Assess clients' financial situations and recommend appropriate investment solutions, working within the bank's established investment philosophy and compliance standards.
Partner with internal Trust Officers, Financial Advisors, Portfolio Managers, and other departments to ensure a holistic and integrated approach to client service.
Actively develop new client relationships through networking, referrals, and community involvement, in alignment with the bank's values and growth goals.
Maintain thorough knowledge of industry regulations and financial products to ensure compliant and current advice.
Participate in team meetings, product training, and professional development opportunities to stay up-to-date on industry trends and internal offerings.
Support the Trust and Wealth Management team in delivering exceptional client experiences and contributing to department goals.
Requirements
Bachelor's degree in Finance, Business, Accounting, or a related field.
Minimum of 3 years of experience in financial advising, investment management, or wealth planning.
CFP , ChFC , or other relevant professional certification preferred.
Strong interpersonal and communication skills with a client-first approach.
Ability to interpret financial information and provide sound guidance to a diverse client base.
Familiarity with trust services and estate planning concepts is a plus.
Demonstrated commitment to ethical standards, confidentiality, and regulatory compliance.
ABOUT COMPENSATION AND BENEFITS:
We believe our employees are our greatest asset and deserve competitive pay and benefits. We regularly review our compensation and align our ranges with market data for our geography, industry, and institution size.
This is a salaried exempt position. Compensation is dependent on experience, from $90,000+.
Paid time off is available up front, including paid vacation time, paid flex (personal) time, paid wellness time, paid birthday, paid volunteer time off, and 11 paid holidays.
We partner with Blue Cross Blue Shield of Illinois to offer 2 health plans, dental insurance, and vision insurance.
The bank pays for short-term disability, long-term disability, and life insurance on your behalf. You can purchase additional life insurance for yourself, a spouse, or dependents at a group rate.
Discretionary 401k match and profit-sharing contributions are made on your behalf once you have met the eligibility requirements.
EEO STATEMENT
Stillman Bank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.
Salary Description From $90,000 per year
Financial Services Marketing Communications Intern
Finance internship job in Waterford, WI
Job Family for Posting: Marketing Apply now * Apply Now * Start applying with LinkedIn Start Please wait... About Us Innovation. Sustainability. Productivity. This is how we are Breaking New Ground in our mission to sustainably advance the noble work of farmers and builders everywhere. With a growing global population and increased demands on resources, our products are instrumental to feeding and sheltering the world.
From developing products that run on alternative power to productivity-enhancing precision tech, we are delivering solutions that benefit people - and they are possible thanks to people like you. If the opportunity to build your skills as part of a collaborative, global team excites you, you're in the right place.
Grow a Career. Build a Future!
Be part of this company at the forefront of agriculture and construction, that passionately innovates to drive customer efficiency and success. And we know innovation can't happen without collaboration. So, everything we do at CNH Industrial is about reaching new heights as one team, always delivering for the good of our customers.
Intern Program Overview
We are committed to building a strong talent pipeline by investing in early career professionals. Our internship and co-op programs provide mentorship, training, hands-on experience, and growth opportunities that empower students to explore their career paths with confidence. Through competitive wages, networking events, social and volunteer activities, professional development workshops, and housing support, we strive to deliver one of the best internship experiences-designed to develop and inspire the talent of tomorrow. Interns will work full-time hours during the summer.
Job Purpose
Join our Capital Marketing Communications team and gain hands-on experience supporting a wide range of projects that drive our business forward. As an intern, you'll assist with internal, dealer, and customer communications, contribute to marketing campaigns for our financial products (loan, lease, insurance, and Productivity Plus line of credit), and collaborate with our brand and parts business partners.
This position will be part of the North American Capital team that handles internal communications, dealer communications, finance-centric brand marketing integration and financial product marketing on behalf of Capital. You can expect stimulating projects that will be meaningful and helpful to the company and your team!
Key Responsibilities
In addition to day-to-day responsibilities, you'll take ownership of a major project to complete by the end of your internship. Past interns have led impactful initiatives such as:
* Designing a breakout workshop for the WI State FFA Convention
* Redesigning the Financial Services section of the company website
* Helping launch an internal social media platform
* Coordinating a Dealer Open House Kit project
* Supporting the rollout of an employee recognition program and D&I initiatives
* Creating a communications style guide
This is a unique opportunity to develop your skills, make meaningful contributions, and leave a lasting impact on the team.
Preferred Qualifications
Candidates must be pursuing (at minimum) a Bachelor's degree in one of the following majors or related field: Marketing, Communications, AgriBusiness, AgriMarketing, Sales, Business, Financial Services, Journalism
Pay Transparency
The annual salary for this role is USD $18.75 - $25.50 plus any applicable bonus (Actual salaries will vary and will be based on various factors, such as skill, experience and qualification for the role.)
What We Offer
We offer dynamic career opportunities across an international landscape. As an equal opportunity employer, we are committed to delivering value for all our employees and fostering a culture of respect.
At CNH, we understand that the best solutions come from the diverse experiences and skills of our people. Here, you will be empowered to grow your career, to follow your passion, and help build a better future.
Apply now
* Apply Now
* Start applying with LinkedIn
Start
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Advisor, Finance Operations (Medical Customer Rebates)
Finance internship job in Madison, WI
**_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_**
+ Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions
+ Calculation of rebates for accruals and payouts
+ Preparing audit packages and submit for approval
+ Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts
+ Provide detailed reporting for completed payouts
+ Validating GPO Admin fee data for monthly payouts
+ Own and manage any Admin Fee escalations to resolution
+ Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely
+ Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders
+ Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts
+ Maintain and enhance SOX internal control structure
+ Help support current payout and reporting requests and processes
+ Work with manager on more complicated customer and transaction activities
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred
+ Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP)
+ Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards 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:** 01/02/2026 *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
\#LI-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 (***************************************************************************************************************************
INTERN - FINANCE
Finance internship job in Rockford, IL
assists in all activities pertaining to finance goals and objectives. Responsibilities ESSENTIAL FUNCTIONS: (These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position)
* Creates an atmosphere that induces guests to make Hard Rock Rockford their choice for gaming entertainment; responsible for actively building and retaining guest relations.
* Assists in maintaining invoice filing system.
* Answers vendor inquiries.
* Prints accounts payable reports and maintains accounts payable files.
* Assists in auditing casino accounting activities.
* Prepares analysis of accounts, as required.
* Assist in ad-hoc reporting or analysis related to different business areas as requested.
* Supports operational department needs, helping to identify and implement improvement opportunities.
* Assists in monthly closings.
* Assists with special projects, as necessary.
NON-ESSENTIAL FUNCTIONS:
* Attend seminars when needed.
KNOWLEDGE OF:
* Ability to read and comprehend simple instructions, short correspondence, and memos.
* Ability to write simple correspondence.
* Good communication skills.
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
* Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
* The requirements listed below are representative of the knowledge, skill, and/or ability required.
ABILITY TO:
* Must be able to sit 90% of shift, stand 5% of shift, and walk 5% of shift.
Qualifications
EDUCATION AND /OR EXPERIENCE REQUIREMENTS:
A High school diploma or general education degree (GED). The incumbent should be enrolled in a bachelor's degree in accounting, Finance, Business, or equivalent program while completing this internship.
ADDITIONAL REQUIREMENTS: (Licenses, Certifications, Testing, etc):
* Must obtain and maintain all licenses / certifications per Federal, State, and Illinois Gaming Commission.
* Must successfully pass background check.
* Must be at least eighteen (18) years of age.
* Must be able to work holidays and weekends, as well as flexible shifts.
Additional Details
Hard Rock Casino Rockford is an equal opportunity employer and does not discriminate because of race, color, religion, sex (including gender identity, sexual orientation, or pregnancy), national origin, age, disability, or genetic information.
Any job posting or information about careers at Hard Rock Casino Rockford is from 815 Entertainment dba Hard Rock Casino Rockford and you will work for 815 Entertainment as your prospective employer. This means your application is submitted to and reviewed solely by this location, who will make any hiring decisions. If hired, 815 Entertainment dba Hard Rock Casino Rockford will be your employer and is alone responsible for any employment related matters.
Auto-ApplyInvestment Risk Analyst Intern
Finance internship job in Madison, WI
Making a Difference
The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $162 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds. Through SWIB's effective and innovative investment management, WRS remains one of the only fully funded US public pensions. The WRS consistently ranks among the 10 largest public pension funds in the U.S. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB.
Serving more than 692,000 beneficiaries of the WRS, SWIB is a mission-driven organization focused on providing a strong financial future to those who committed their careers to public service. For public employees and the 1,607 Wisconsin employers who contribute on their behalf, we are a trusted partner. Our team innovates continuously to meet the challenges of an evolving investment landscape while growing and protecting the assets of the WRS.
SWIB provides a strong, steady economic pillar for the state of Wisconsin by growing the trust funds under its management, managing risk, and optimizing costs of the long term. We are a mission-driven organization and the participants we serve are our mission. By bringing a disciplined, prudent, and innovative approach to market opportunities, SWIB has been successful in generating required returns and maintaining the trust of the beneficiaries and stakeholders of the funds we oversee.Home To Top TalentOur high-performing staff is key to what makes us a premier investment manager. SWIB is committed to investing in talented professionals to implement our robust, sophisticated investment strategies and to keep the organization at the forefront of the investment industry. We encourage innovation and offer professional development opportunities to help staff sharpen and expand their skills. Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders.
Job Description:
About the Team
Our Risk Management Division will assess, evaluate, and monitor both Investment Risk, Counterparty Risk, Liquidity Risk, and Operational Risk, and establish dashboards of key risk metrics to report to Executive Director/Chief Investment Officer (ED/CIO), Investment Committee and Supervisory Board. This division will report directly to the ED/CIO. The team is responsible, through strong collaboration, for assessing, monitoring, reporting, and evaluating risks throughout the organization.
Essential activities:
Understand the Investment Management business and develop knowledge of the investment management portfolios/strategies, investment processes and Risk management processes.
Investment Risk Intern will work on projects related to the investment risk management reporting and processes to ensure consistency and accuracy.
Intern will work to develop and update procedures and controls for the investment risk function.
Intern will work to design risk report templates and produce accurate risk reports for Investment Committee and daily investment risk.
Intern will work to on ad-hoc risk analysis projects on an ex-post and ex-ante basis.
The Ideal candidate:
Ability to work in Madison, WI for an approximate 10-week period beginning late May/early June 2026.
An advanced degree in finance, computer science, math, statistics, or related field. CFA/FRM/PRM will be a plus.
Work experience related to risk analytics or investment risk management work supporting risk systems will be a plus.
Knowledge of risk systems (including FactSet, Aladdin, Risk Manager) is desirable.
Experience in ideally gained at the multi-asset level within a buy side investment manager.
Experience in working with/understanding the various lifecycles of data management, extraction, loading, transformation to its applications in risk measurement and reporting.
Working knowledge in composing SQL queries and handling large structured and financial data sets.
Working knowledge of programming skills in Python, VBA etc. will be a plus.
Quantitative and statistical analysis skills is a plus.
Excellent verbal and written communication skills
An ability to be adaptive and thrive in a fast-paced, changing environment
Superb work ethic, attention to detail, team orientation, and commitment to excellence
Team player - ability to work independently as well as work as part of a team.
Flexible - ability to work in a rapidly changing environment and to tight deadlines.
Auto-ApplySummer 2026 - Strategic Management Internship - Rockford, IL
Finance internship job in Rockford, IL
Job Details Rockford IL Headquarters - Rockford, IL Intern $18.00 - $22.00 Hourly Negligible DayDescription
Are you ready to put your academic knowledge to work in a place that believes we're better together?
Do you want to grow alongside wise mentors, contribute meaningful work, and learn in a collaborative environment where everyone's voice is valued? If you're seeking an internship that will challenge you, support you, and invest in your future - you're in the right place.
About Our Summer Internship Opportunity
At Savant, our internships aren't about busy work - they're about building the next generation of professionals who share our passion for helping others pursue financial peace of mind.
Our Intern position is a seasonal, hands-on role designed to give you broad exposure to our industry, our people, and the way we deliver on our mission to empower clients to build ideal futures. You'll be paired with experienced professionals who believe in Collective Wisdom - sharing knowledge freely, supporting one another, and working together to find the best solutions.
Internships are available in key areas across our firm, including: wealth advisory, financial planning, retirement plan services, tax preparation, marketing, investment research, trading & operations, and compliance. Your day-to-day will vary depending on your assigned team, but you'll always have real responsibilities, real mentors, and real opportunities to learn.
During this internship, you may gain exposure in the following areas, subject to availability and scheduling constraints:
Support key strategic initiatives across the firm, including AI adoption in wealth management, M&A activities, and organic growth projects (e.g., advisor productivity, client segmentation, and process improvements)
Help maintain accuracy and consistency of information in strategic planning tools (Elate, Monday.com).
Prepare reports or presentations for executive and departmental updates.
Collaborate with cross-functional teams (Wealth, Tax, Technology, Marketing, Finance) on firm-wide initiatives.
Participate in meetings with the Strategic Management Office and gain exposure to executive-level planning and decision-making.
Assist with miscellaneous projects as requested.
Perform other duties as requested.
Internship Details
Location: This role is based at our Rockford, IL Office
In-person participation is required; reliable transportation is needed
Seasonal: June-August - orientation is the 1
st
Wednesday in June.
Full-time hours: Typical schedule of Monday-Friday, 8:00 AM - 5:00 PM
Compensation: This is a paid internship opportunity. The hourly rate for this position ranges from $18.00 - $22.00 per hour, depending on experience and department placement.
Qualifications
What We're Looking For
To thrive in our internship program, you should:
Have your high school diploma and be currently enrolled in a college program, preferably pursuing either a master's degree or a bachelor's degree in project management, business, communications, finance, financial planning, or economics (students entering their junior year and above will be prioritized)
All applicants must be within driving distance to our Rockford, IL as this position requires in-person support. We are not open to relocation for this opportunity.
Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship, this includes OPT or CPT.
Demonstrate a strong work ethic and a commitment to doing what's right - one of our core values
Bring a collaborative, team-first attitude
Communicate clearly and professionally, in writing and verbally
Be organized, detail-oriented, and comfortable managing multiple priorities
Have experience with Word, Excel, PowerPoint, and Outlook; familiarity with Elate or Monday.com is a plus
Why Choose Savant?
At Savant, our vision is to build ideal futures for our clients, our team, and the communities we serve. Our mission is to empower every client to achieve peace of mind through wise counsel, unwavering advocacy, and deep expertise.
We live our values every day - acting with integrity, striving for excellence, and putting people first. As an intern, you won't just gain technical experience - you'll build relationships with a team that believes in your potential and wants to see you succeed, now and in the future.
When you complete our internship program, you'll have:
A deeper understanding of how a purpose-driven, fee-only, independent RIA firm works
Entry-level skills to launch your career with confidence
Connections with experienced professionals invested in your long-term success
Clarity on your career direction and where your passions fit
What to Expect After You Apply
Application Window: Summer 2026 internship opportunities will remain posted on our Careers Page through October 24, 2025.
Initial Review: Once postings close, our team will review all applications.
Candidate Updates: Top candidates will begin hearing from us around November 14, 2025. Please keep an eye on your email for communication from our recruiting team.
Next Steps: Selected applicants may be asked to complete a short writing sample questionnaire before moving forward to interviews.
Let us help you take the next step toward your ideal future - apply today!
Collective Wisdom. We're Better Together.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.
Any combination of equivalent education and work experience will be considered.
Savant Capital, LLC is an Equal Opportunity Employer
Financial Advisor
Finance internship job in Pewaukee, WI
JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals.
Investment News
recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. JMG is in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison area. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure. The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team. Qualifications Required:
CFP designation (Certified Financial Planner)
CFA and/or CPA designations acceptable
Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
Proficient in basic computer skills especially Microsoft Office
Education: Bachelor's Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business Compensation: Exempt position, eligible for bonuses and full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential. This is not a sales position. Your resume and cover letter referring to this posting are required to be considered. JMG is an equal opportunity employer.
Compensation details: 100000-150000
PI994e07fc33d9-31181-38428186
Financial Analyst
Finance internship job in South Beloit, IL
Rock Energy Cooperative, located in South Beloit, IL, is seeking a talented and dedicated individual to join our team as a Financial Analyst in our Energy Services Department. This role is ideal for a highly analytical professional with strong communication skills and a passion for numbers, reporting, and process development. The successful candidate will thrive in a member-focused environment, demonstrating the ability to engage effectively with a diverse range of individuals. As part of our growing Energy Services Department, this position plays a key role in supporting our mission to deliver exceptional customer service and uphold the highest standards of professionalism. Rock Energy Cooperative provides stability for our employees. We have been serving our members since 1936.
Essential Functions:
Ensure accurate and timely bill creation, verifying that all rate calculations are correct and utility regulations are followed
Create, delegate, analyze and process a variety of reports
Review, analyze and remedy meter data across all applications
Lead accounts receivable and collection efforts
Assist members with energy conservation, rate schedule options and usage analysis
Advise, educate, and assist members with newer technologies such as smart meters, distributed generation and electric vehicles
Oversight of the consumer information system
Other tasks and duties as assigned by Energy Services Manager
Qualifications:
Bachelor's degree in Business, Finance, Mathematics or related field
Expert level knowledge in Excel and strong skills in Office 365
Experience in accounts receivable and collections
Exceptional customer service and de-escalation skills
Utility experience desired
Database experience preferred
Must have and maintain a valid driver's license
Must have reliable transportation to and from work
Reside within one hour driving distance of work location
Ability to sit, stand, push, pull, walk, stoop, bend, reach above the shoulders, and occasionally lift up to 25 lbs.
Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust and focus
Able to drive to all REC office locations and within a 25-mile radius of the South Beloit location if needed
Regular daily in-person attendance is required
Competencies:
Extreme attention to detail
Excellent verbal and written communication skills
Ability to quickly learn new software programs
Ability to learn complex processes, rules, and regulations
Ability to multi-task
Ability to navigate multiple software interfaces simultaneously
Knowledge and ability to use office equipment
Strong work ethic
Dependable
Strong customer service skills
Friendly and positive attitude
** Pre-employment drug-testing and physical required
Schedule:
This is an in-person position
Monday through Friday (excluding some holidays)
7:30 am - 4:00 pm
Work Location:
South Beloit, IL (100% In-person)
Salary:
$63-70,000 per year
Benefits:
Medical, prescription and dental benefits at a 85%/15% employee split
401K with 4% employer contribution
Employer funded pension plan
Job Type:
Full Time
Expected Hours:
40-50 per week
Company:
Rock Energy Cooperative, established in 1936, is a not-for-profit utility distributing safe and reliable electricity and natural gas to approximately 20,000 households and businesses across its nine-county service area in northern Illinois and southern Wisconsin.
We Make it Easy
Founded in 1901, MRA is a nonprofit employer association that serves more
than 4,000 employers, covering more than one million employees.
As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.
We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.
Auto-ApplyBudget & Finance Intern
Finance internship job in Lake Geneva, WI
Job DescriptionDescription:
Budget & Finance Intern - Seasonal
Classification: Non-Exempt Hourly 2026 Season Paid Internship
Department: Administration/Budget & Finance
Performs accounting assistant functions leading to accountant functions. Also types correspondence, newsletter, Year Book and assists as requested by supervisors.
Responsibilities:
1. Maintains financial computer files.
2. Process invoices: Ensure all invoices are reviewed, approved, and processed for payment.
3. Maintain financial records: Keep accurate and up-to-date records of all financial transactions.
4. Prepare financial reports: Assist in generating monthly, quarterly, and/or annual financial reports.
5. Reconcile accounts: Regularly compare and reconcile the statements with internal records.
6. Manage accounts receivable/payable: Track incoming payments and ensure all outgoing payments are made timely.
7. Budget tracking: Monitor budgets and report any variances.
8. Assist with audits: Provide necessary documents and information during internal and external audits.
9. Data entry: enter financial data into accounting software and databases.
10. Handle expense reports: Review, approve, and process employee expense reports.
11. Manage petty cash: Handle petty cash transactions and maintain records.
12. Financial filing: Organize and maintain a filing system for financial documents.
13. Support accounting team: Provide administrative support to the accounting team as needed.
14. Types and proofreads correspondence, documents and forms.
15. Proofreads minutes and distributes to the membership.
16. Develops, types, arranges, and mails monthly newsletter based on submission of member written articles.
17. Assists Club committees as needed by researching an issue or by working on a special project.
18. Communicates member events via email.
19. Sends questionnaire to members related to demographic information, updates for annual Club Year Book.
20. Types changes to Year Book, type sets, transfers to printer, and mails final product to members.
21. Creates Club calendar and mails to members. Email and distributes to applicable Board member, Manager, or member.
22. Interacts in a positive and cooperative manner with members, Board of Directors, visitors, co-workers, and Managers.
23. Portrays a positive image for the Club by dressing appropriately for the position.
24. Maintains a safe work environment for self and others. Attends mandatory safety training sessions and adheres to Club and OSHA safety requirements.
25. Ensures confidentiality of all Club member and employee information and records.
26. Maintains appropriate levels in the areas of daily attendance, initiative and productivity.
27. Performs all other related duties as assigned.
Requirements:
Qualifications:
Education: High school diploma required. Associate degree in accounting or related field preferred. Bachelors degree preferred.
Experience: Minimum of one year experience required. This minimum experience with an Bachelor Degree in accounting or related field.
Requirements:
Physical Demands: Primarily sedentary. Light to moderate lifting. Some bending, stooping, walking, pushing, pulling, crouching and reaching to gain access to files. Hearing and talking to communicate person to person or over the telephone.
Mental Demands: Accuracy and attention to detail required. Strong math competency. Ability to interact effectively with members, Board of Directors, visitors, co-workers and Managers. Computer competency with Microsoft Excel, Microsoft Word, Internet and other software as required.
Reports To: General Manager (Supervisor/Reviewer) & Budget & Finance Manager
Financial Advisor
Finance internship job in Janesville, WI
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyFixed Income Credit Intern
Finance internship job in Madison, WI
Making a Difference
The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $162 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds. Through SWIB's effective and innovative investment management, WRS remains one of the only fully funded US public pensions. The WRS consistently ranks among the 10 largest public pension funds in the U.S. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB.
Serving more than 692,000 beneficiaries of the WRS, SWIB is a mission-driven organization focused on providing a strong financial future to those who committed their careers to public service. For public employees and the 1,607 Wisconsin employers who contribute on their behalf, we are a trusted partner. Our team innovates continuously to meet the challenges of an evolving investment landscape while growing and protecting the assets of the WRS.
SWIB provides a strong, steady economic pillar for the state of Wisconsin by growing the trust funds under its management, managing risk, and optimizing costs of the long term. We are a mission-driven organization and the participants we serve are our mission. By bringing a disciplined, prudent, and innovative approach to market opportunities, SWIB has been successful in generating required returns and maintaining the trust of the beneficiaries and stakeholders of the funds we oversee.Home To Top TalentOur high-performing staff is key to what makes us a premier investment manager. SWIB is committed to investing in talented professionals to implement our robust, sophisticated investment strategies and to keep the organization at the forefront of the investment industry. We encourage innovation and offer professional development opportunities to help staff sharpen and expand their skills. Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders.
Job Description:
About the Team
The Fixed Income Strategies Group manages approximately $18 billion across the fixed income spectrum, in separate actively managed portfolios focused on rates, Structured Products, Investment Grade credit, High Yield credit, and Leveraged Loans. Each portfolio seeks income and capital appreciation using a disciplined, repeatable investment process tailored to its sector, which includes robust risk allocation and management. Within this structure, investment professionals are empowered to meaningfully influence portfolio outcomes.
The Leveraged Finance Team manages a $6.0 billion High Yield and a $3.0 billion Leveraged Loan portfolio(s), with each team member working across both. The portfolio(s) have access to a wide range of security types, including derivatives in credit, equity and rates space to pursue their return and risk targets. The team is currently seeking to add a Summer Analyst for Summer 2026.
Position Overview
SWIB is seeking a Summer Analyst to join the Fixed Income Strategies Group. This internship will provide students with the opportunity to gain hands-on exposure to credit investing across multiple fixed income sectors, with a primary focus on High Yield and Leveraged Loans. In addition, interns will participate in supplementary rotations with teams covering Structured Products (including MBS, CMBS, ABS, and CLO sectors), Investment Grade Credit, Rates, and Trading.
Interns will gain direct experience in fundamental credit analysis, financial modeling, and portfolio monitoring, while also developing an understanding of how specialized strategies across the fixed income spectrum contribute to the overall portfolio. This role is designed to provide a well-rounded introduction to institutional credit investing and prepare candidates for potential future careers in investment management.
Essential activities:
Conduct financial and credit analysis of current and prospective high-yield and leveraged loan investments, including review of company financial statements, operating performance, and industry trends.
Develop and maintain detailed financial models (e.g., cash flow projections and credit metrics) to support investment recommendations.
Participate in the investment process, including idea generation, due diligence, portfolio monitoring, and risk assessment.
Prepare written research, credit memos, and verbal presentations on investment recommendations and credit quality for senior staff.
Collaborate with Structured Products, Investment Grade, and Rates teams through supplementary rotations to broaden exposure to securitized products, corporate credit, and macro fixed income strategies.
Gain practical insights into trading strategies and execution by shadowing the trading desk.
Monitor existing portfolio holdings financial performance
Stay current on market, industry, and company-specific developments that impact creditworthiness and portfolio risk.
The Ideal candidate:
Ability to work in Madison, WI for an approximate 10-week period, beginning Summer of 2026.
Current undergraduate or graduate student pursuing a degree in Finance, Economics, Accounting, or a related field.
Strong understanding of corporate finance, accounting, and fixed income concepts.
Interest in credit markets, particularly high yield, leveraged loans, and structured products.
Excellent analytical, quantitative, and problem-solving skills with the ability to interpret complex financial data.
Proficiency with Microsoft Excel and familiarity with financial modeling; exposure to Bloomberg, Capital IQ, CreditSights, Pitchbook, or other financial tools is a plus.
Strong written and verbal communication skills; ability to clearly articulate investment views.
Highly motivated, detail-oriented, and capable of working both independently and as part of a collaborative team.
Auto-ApplyDigital Transformation & Risk Analyst Intern
Finance internship job in Waterford, WI
Job Family for Posting: Finance Apply now * Apply Now * Start applying with LinkedIn Start Please wait... About Us Innovation. Sustainability. Productivity. This is how we are Breaking New Ground in our mission to sustainably advance the noble work of farmers and builders everywhere. With a growing global population and increased demands on resources, our products are instrumental to feeding and sheltering the world.
From developing products that run on alternative power to productivity-enhancing precision tech, we are delivering solutions that benefit people - and they are possible thanks to people like you. If the opportunity to build your skills as part of a collaborative, global team excites you, you're in the right place.
Grow a Career. Build a Future!
Be part of this company at the forefront of agriculture and construction, that passionately innovates to drive customer efficiency and success. And we know innovation can't happen without collaboration. So, everything we do at CNH Industrial is about reaching new heights as one team, always delivering for the good of our customers.
Intern Program Overview
We are committed to building a strong talent pipeline by investing in early career professionals. Our internship and co-op programs provide mentorship, training, hands-on experience, and growth opportunities that empower students to explore their career paths with confidence. Through competitive wages, networking events, social and volunteer activities, professional development workshops, and housing support, we strive to deliver one of the best internship experiences-designed to develop and inspire the talent of tomorrow. Interns will work full-time hours during the summer.
Job Purpose
Join our Digital Transformation and Risk team and gain hands-on experience leveraging data, technology, and automation to improve business processes. As a Digital Transformation & Risk Analyst Intern, you'll collaborate with stakeholders across the organization to deliver insights, streamline workflows, and support innovation.
You will be working with a small team of individuals who are working on various projects with Risk Analytics and Digital Transformation. The team is varied in their backgrounds, with each bringing a unique perspective to the projects they work on. Our team works to deliver information, automation, and technology to the rest of the business, providing value from time savings, improved accuracy, and better understanding of our business data.
This intern will work side-by-side with the Digital Transformation and Risk Analytics team to aid in various technical processes involved in their projects. Past interns have worked to develop dashboards, complete data cleansing processes, build automation scripts, and make recommendations on deployment of technologies to meet business needs.
Key Responsibilities
Your responsibilities may include:
* Creating and maintaining dashboards to track key metrics and trends
* Sourcing, querying, and preparing data for projects and ad hoc use
* Building data pipelines to support reporting and analytics
* Cleansing and organizing data for data science initiatives
* Automating routine tasks to improve efficiency across departments
* Conducting ad hoc analyses to support business decisions
* Completing data modeling projects as needed
* Exploring and recommending emerging technologies to enhance business processes
Preferred Qualifications
Candidates must be pursuing (at minimum) a Bachelor's degree in one of the following majors or related field: Computer Science, Data Science, Economics, Mathematics, Statistics
Pay Transparency
The annual salary for this role is USD $18.75 - $30.00 plus any applicable bonus (Actual salaries will vary and will be based on various factors, such as skill, experience and qualification for the role.)
What We Offer
We offer dynamic career opportunities across an international landscape. As an equal opportunity employer, we are committed to delivering value for all our employees and fostering a culture of respect.
At CNH, we understand that the best solutions come from the diverse experiences and skills of our people. Here, you will be empowered to grow your career, to follow your passion, and help build a better future.
Apply now
* Apply Now
* Start applying with LinkedIn
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