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Financial Advisor
Edward Jones 4.5
Finance internship job in Greendale, WI
This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 4d ago

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Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha 4.7
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
$36k-75k yearly 2d ago
Financial Advisor
Edward Jones 4.5
Finance internship job in Lombard, IL
This job posting is anticipated to remain open for 30 days, from 17-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 4d ago
Wardrobe Hospitality Leadership Internship
Six Flags Great America & Hurricane Harbor 4.1
Finance internship job in Gurnee, IL
As a Team Six Shop Leadership intern, your job will be to oversee the operation of the Team Six shop where you will be managing inventory and handling transactions. Other job functions include training the Team Six shop team member, monitoring the daily operation of the location, and providing an enhanced team member experience for the park. Responsibilities: Greet team members with a friendly demeanor Upkeep of shop appearance Knowledge of what uniforms each department requires for a team member to purchase. Routinely check locker rooms to assure that the proper count of available units is accurate Assisting in washing and drying Maintenance and Food & Beverage PPE items. Complete all inventory control functions including monitoring inventory levels and ordering product as necessary. Assist in the completion of all department paperwork Team Member development through on the job training as well as follow up training in all job responsibilities. Ability to be able to multi-task and complete all tasks in a timely manner. Assist in developing and promoting a high morale, positive, and effective work environment Coaches, counsels, and evaluate team members as necessary Issue corrective action to team members for attendance, over/shorts or performance as necessary. Coordinate break times in adherence to Six Flags policies Maintain and ensure all opening and closing checklists are completed as directed Adheres to park attendance policy as stated in the Team Member Handbook Responsible for enforcing all Park and Department policies Assist in the Retail locations as needed Provide feedback and ideas for improvement to upper management. Reports all pertinent information to Full-time leadership Follows delegated tasks as assigned by Full-time leadership Qualifications: Minimum Age: 18 Available to work flexible hours including nights, weekends, and holidays Must be willing to work outdoors in various weather conditions Must be professional, self-motivated, the ability to multi-task and have an enthusiastic attitude Must have strong teamwork skills and the ability to work with others Must have computer proficiency with Microsoft Office with emphasis on Microsoft Excel and must have the ability to understand and navigate databases Must be highly organized and detail oriented with a professional attitude Must be able to stand/walk for up to 6 hours at a time.
$29k-36k yearly est. Auto-Apply 10d ago
Client Advisor Intern
Expert Institute 3.7
Finance internship job in Milwaukee, WI
Expert Institute is the nation's leading expert consulting and insights platform, empowering law firms with expert witness recruiting, litigation research, medical insights, and comprehensive due diligence. Since 2010, we have partnered with over 5,000 law firms nationwide, providing strategic support through our proprietary SaaS platform, Expert iQ. Job Description About the Internship Our January-May Research Advisory Internship offers hands-on exposure to litigation support, expert witness strategy, and client service within a fast-paced, technology-driven environment. Interns work closely with our Client Advisory team to support active attorney engagements, ensure timely delivery of our services, and strengthen client relationships through direct communication. Key Responsibilities Conduct multiple phone calls to attorney clients to confirm receipt of Expert Institute deliverables and surface any outstanding needs Ensure client success through timely follow up on product delivery and completion Track project progress in Expert iQ and help maintain accurate client records Proactively identify missing information or potential issues and escalate to Client Advisors Build rapport with attorney-clients through clear, professional communication Qualifications Pursuing a Bachelor's degree (BA or BS) Available to work in person in Milwaukee ~15-20 hours per week Confident phone communication skills and professional presence Exceptional attention to detail and strong organizational abilities Analytical thinker with problem-solving initiative Strong written and verbal communication skills Ability to manage multiple tasks in a deadline-driven environment Interest in legal services, research, or professional consulting preferred Additional Information Opportunity to be hired full time following completion of the internship and graduation All your information will be kept confidential according to EEO guidelines.
$34k-67k yearly est. 1d ago
Internship - PWM Investment Solutions Support (Year-Round)
Robert W. Baird & Co.Orporated 4.7
Finance internship job in Milwaukee, WI
About the Role: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. As an intern, you'll learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients' investment needs. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May 2026. The Impact You'll Make: Support and maintain applications used for Managed Product offerings (e.g,. Envestnet) Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use Assess book of business efficiencies to assist field consultants in preparing for branch office visits Maintain and update content on the firm's intranet site (BairdWeb), ensuring accuracy and relevance Perform additional duties and assist with ad hoc projects as assigned What You'll Bring to Baird: Pursuing a bachelor's degree in finance, economics, business or related degree preferred Anticipated graduation date of May 2027 or later Strong written and verbal communication skills Ability to work in a team environment and manage priorities to meet specific deadlines Exceptional organizational and time management skills with a high attention to detail Strong client service critical thinking and troubleshooting skills About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$60k-84k yearly est. Auto-Apply 60d+ ago
Summer Intern, Finance and Accounting
Betanxt Inc.
Finance internship job in Brookfield, WI
About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a detail-oriented and analytical Summer Finance and Accounting Intern to join our team. This opportunity offers hands-on experience in financial planning, budgeting & forecasting, and accounting processes within a dynamic corporate environment. You'll work closely with experienced professionals to analyze financial data, assist with forecast preparation, and support initiatives that ensure accuracy and compliance. This role will help develop strong quantitative, organizational, and problem-solving skills while gaining exposure to real-world financial operations and strategic decision-making. Duties and Responsibilities of the Intern, Finance and Accounting Support the management and tracking of financial transactions, and forecasts that align with critical business objectives Assist in preparing, analyzing, and reconciling financial management reports Collaborate with internal stakeholders to ensure accurate and timely financial data collection and reporting Help identify potential financial risks, assist in creating mitigation plans, and contribute to resolving issues efficiently Participate in the forecasting process, including data gathering, variance analysis, and reporting Learn and apply financial management tools and software (such as Excel, NetSuite and NSPB) in a professional setting Assist in preparing presentations and updates tailored to various audiences, including leadership and cross-functional teams Skills and Experience of the Intern, Finance and Accounting Currently pursuing a degree in Finance, Accounting, Business, or a related field Self-starter with an open mind to exploring new ideas and solutions in financial management Proven analytical, quantitative, and problem-solving skills Solid understanding of financial management software (e.g., Excel, NetSuite) and basic accounting principles Above-average organizational, interpersonal, and communication skills Ability to multi-task, stay calm under ambiguity, and thrive in a fast-paced environment Detail-oriented with a commitment to accuracy and confidentiality Details: Pay for this position with be $25/hour The intern will be located in our Brookfield, WI office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026 Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US
$25 hourly Auto-Apply 15d ago
Summer Intern, Finance and Accounting
Betanxt
Finance internship job in Brookfield, WI
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a detail-oriented and analytical Summer Finance and Accounting Intern to join our team. This opportunity offers hands-on experience in financial planning, budgeting & forecasting, and accounting processes within a dynamic corporate environment. You'll work closely with experienced professionals to analyze financial data, assist with forecast preparation, and support initiatives that ensure accuracy and compliance. This role will help develop strong quantitative, organizational, and problem-solving skills while gaining exposure to real-world financial operations and strategic decision-making. Duties and Responsibilities of the Intern, Finance and Accounting * Support the management and tracking of financial transactions, and forecasts that align with critical business objectives * Assist in preparing, analyzing, and reconciling financial management reports * Collaborate with internal stakeholders to ensure accurate and timely financial data collection and reporting * Help identify potential financial risks, assist in creating mitigation plans, and contribute to resolving issues efficiently * Participate in the forecasting process, including data gathering, variance analysis, and reporting * Learn and apply financial management tools and software (such as Excel, NetSuite and NSPB) in a professional setting * Assist in preparing presentations and updates tailored to various audiences, including leadership and cross-functional teams Skills and Experience of the Intern, Finance and Accounting * Currently pursuing a degree in Finance, Accounting, Business, or a related field * Self-starter with an open mind to exploring new ideas and solutions in financial management * Proven analytical, quantitative, and problem-solving skills * Solid understanding of financial management software (e.g., Excel, NetSuite) and basic accounting principles * Above-average organizational, interpersonal, and communication skills * Ability to multi-task, stay calm under ambiguity, and thrive in a fast-paced environment * Detail-oriented with a commitment to accuracy and confidentiality Details: * Pay for this position with be $25/hour * The intern will be located in our Brookfield, WI office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered * The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026 * Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US
$25 hourly 15d ago
Finance Internship (Summer 2026)
MacLean-Fogg 4.3
Finance internship job in Mundelein, IL
MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success. Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level) Program Overview Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain: Hands-on experience in financial analysis, reporting, and business operations. Mentorship and guidance from experienced industry leaders. A professional network across functions and facilities. Career-ready technical and professional skills. When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered. What You'll Do As a Finance Intern, you will: Assist with financial planning, budgeting, and forecasting activities. Support monthly and quarterly reporting by preparing data and analysis. Conduct variance analysis to compare actuals against forecasts. Partner with business units to understand financial drivers and performance. Complete a capstone intern project and present results to leadership. Qualifications We're seeking motivated students who are ready to learn, grow, and contribute: Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field). Minimum 3.0 cumulative GPA (on a 4.0 scale). Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus. Strong analytical, problem-solving, and communication skills. Collaborative mindset with a willingness to take initiative. Ability to work on-site at one of our locations for the duration of the program. Compensation & Benefits Competitive hourly pay. Skill development through hands-on learning. Structured mentorship and feedback. Networking opportunities with peers and professionals. Experience presenting to leadership at program completion.
$18-25 hourly 60d+ ago
Accounting & Financial Analyst Intern
Twin Disc, Incorporated 4.3
Finance internship job in Milwaukee, WI
Job DescriptionTWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status. Powered by JazzHR 6pfkeNLrww
$39k-47k yearly est. 21d ago
Budget & Finance Intern
Lake Geneva Country Club 3.5
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
$32k-41k yearly est. 26d ago
Financial Analyst Intern
Baxter 4.2
Finance internship job in Deerfield, IL
This is where your work makes a difference. At Baxter, we believe every person-regardless of who they are or where they are from-deserves a chance to live a healthy life. It was our founding belief in 1931 and continues to be our guiding principle. We are redefining healthcare delivery to make a greater impact today, tomorrow, and beyond. Our Baxter colleagues are united by our Mission to Save and Sustain Lives. Together, our community is driven by a culture of courage, trust, and collaboration. Every individual is empowered to take ownership and make a meaningful impact. We strive for efficient and effective operations, and we hold each other accountable for delivering exceptional results. Here, you will find more than just a job-you will find purpose and pride. Your Role at Baxter The Financial Analyst Intern position provides aspiring, financially oriented business students a range of outstanding experiences in corporate accounting and finance. In this role, whether you are tracking critical performance metrics, collaborating cross-functionally with other teams, or forecasting the future landscape of the business, our leaders will use your work to drive the strategic decisions of the company. While you'll be expected to have a keen attention to detail in month-end reporting and ad-hoc modeling, you'll also be challenged to think creatively to improve processes and handle big picture projects. Additionally, you'll receive structured training and guided mentorship from appointed teammates. What You'll Be Doing: * Analysis of monthly and quarterly financial results and business drivers; preparation of critical financial reporting * Ownership of budgeting, forecasting, and long-range planning processes * Enablement of internal decision-making and investment prioritization via financial models and analytics * Responsible for reconciliation of balance sheet accounts, preparation of month-end close journal entries, and review of account trending * Contribution to ad hoc projects and specialized team functions What You'll Bring: * Actively pursuing a bachelor's or master's degree in Finance/Accounting or related field of study. Minimum GPA of 3.0 required * Excellent communication and interpersonal skills * Ability to adapt quickly in a complex, team-oriented environment * Detail and results oriented * Analytical skills with ability to contribute to accounting processes, financial analysis, and reporting * Robust technical proficiencies (e.g. Excel, PowerPoint), finance and accounting knowledge, and business acumen * Capable of handling several projects/tasks at once * Ability to work in a team-oriented environment. * Detail Oriented. * Technical and financial knowledge including, internal control requirements and accounting principles as well as understanding of relevant business environment. Baxter is committed to supporting the needs for flexibility in the workplace. We do so through our flexible workplace policy which includes a required minimum number of days a week onsite. This policy provides the benefits of connecting and collaborating in-person in support of our Mission. The flexible workplace policy is subject to local laws and legal requirements. At its discretion, Baxter may decide to adjust, suspend, or discontinue as business needs change. We understand compensation is an important factor as you consider the next step in your career. At Baxter, we are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. The estimated base salary for this position is $52,000 to $54,080 annually. The estimated range is meant to reflect an anticipated salary range for the position. We may pay more or less than of the anticipated range based upon market data and other factors, all of which are subject to change. Individual pay is based on upon location, skills and expertise, experience, and other relevant factors. This position may also be eligible for discretionary bonuses. For questions about this, our pay philosophy, and available benefits, please speak to the recruiter if you decide to apply and are selected for an interview. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. US Benefits at Baxter (except for Puerto Rico) This is where your well-being matters. Baxter offers comprehensive compensation and benefits packages for eligible roles. Our health and well-being benefits include medical and dental coverage that start on day one, as well as insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance. Financial and retirement benefits include the Employee Stock Purchase Plan (ESPP), with the ability to purchase company stock at a discount, and the 401(k) Retirement Savings Plan (RSP), with options for employee contributions and company matching. We also offer Flexible Spending Accounts, educational assistance programs, and time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave. Additional benefits include commuting benefits, the Employee Discount Program, the Employee Assistance Program (EAP), and childcare benefits. Join us and enjoy the competitive compensation and benefits we offer to our employees. For additional information regarding Baxter US Benefits, please speak with your recruiter or visit our Benefits site: Benefits | Baxter Equal Employment Opportunity Baxter is an equal opportunity employer. Baxter evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic. Know Your Rights: Workplace Discrimination is Illegal Reasonable Accommodations Baxter is committed to working with and providing reasonable accommodations to individuals with disabilities globally. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information. Recruitment Fraud Notice Baxter has discovered incidents of employment scams, where fraudulent parties pose as Baxter employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice.
$52k-54.1k yearly 47d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance internship job in Milwaukee, 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.
$500 weekly Auto-Apply 27d ago
Financial Representative - State Farm Agent Team Member
State Farm Agent 4.4
Finance internship job in Bartlett, IL
Benefits: 401(k) Paid time off State Farm Insurance Agent located in Bartlett, IL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Michelle Twitchell - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus commission/bonus Profit sharing Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Ability to make presentations to potential customers Must be available to work the following schedule: Weekdays 9:00AM - 5:00PM If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $45,000.00 - $80,000.00 per year Do you want a career and not just a job? We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. About Our Agency Our office is located in Bartlett, Illinois. I have been a State Farm agent since 1984. I am a proud graduate of Millikin. We currently have 8 team members at our agency. We have 91 years of combined insurance experience in our office. Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, Crystal Excellence Award, National Quality Award, Silver Scroll, Golden Triangle, and Bronze Tablet Additional languages spoken: Spanish If you want a career, not a job, then we encourage you to apply. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$45k-80k yearly Auto-Apply 60d+ ago
Financial Advisor - Carol Stream, IL
Country Financial 4.4
Finance internship job in Carol Stream, 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.
$63k-103k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Edward Jones 4.5
Finance internship job in Mount Pleasant, WI
This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 4d ago
Retail Leadership Internship
Six Flags Great America & Hurricane Harbor 4.1
Finance internship job in Gurnee, IL
Overview:undefined Responsibilities: As a Retail Leadership intern, your job is to oversee all operational and personnel aspects of your assigned location. Other job functions include providing quality Guest Service, a well-maintained shop appearance, and training team members in their job responsibilities. Qualifications: Maintain Guest First Service standards within their assigned locations Team Member development through on the job training as well as follow up training on daily tasks. Assigning daily tasks to team members. Follow and enforce all POS handling procedures, execute all returns, exchanges, and voids on POS Assist in developing and promoting a high morale, positive, and effective work environment Responsible for enforcing all Park and Department policies Coaches, counsels, and evaluate team members as necessary Issue corrective action to team members for attendance, over/shorts or performance as necessary. Complete all inventory control functions including verifying receivers, ticketing, damages, and transfers Maintain stockrooms and cash wraps in an organized manner and in compliance with all safety standards and regulations Ensure all store displays and focal presentations are clean and well stocked Coordinate break times in adherence to Six Flags policies Adhere to park attendance policy as stated in the Team Member Handbook Assist in the completion of all department paperwork Maintain and ensure all opening and closing checklists are completed as directed Assist with the execution of unit loss prevention measures Comply with all Safety and Fire responsibilities, policies, and procedures Promotes and maintains a clean and safe work environment Reports all pertinent information to Full-time leadership Follows delegated tasks as assigned by Area supervisor and Full-time leadership
$29k-36k yearly est. Auto-Apply 10d ago
Finance Internship (Summer 2026)
MacLean-Fogg 4.3
Finance internship job in Whitewater, WI
MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success. Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level) Program Overview Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain: Hands-on experience in financial analysis, reporting, and business operations. Mentorship and guidance from experienced industry leaders. A professional network across functions and facilities. Career-ready technical and professional skills. When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered. What You'll Do As a Finance Intern, you will: Assist with financial planning, budgeting, and forecasting activities. Support monthly and quarterly reporting by preparing data and analysis. Conduct variance analysis to compare actuals against forecasts. Partner with business units to understand financial drivers and performance. Complete a capstone intern project and present results to leadership. Qualifications We're seeking motivated students who are ready to learn, grow, and contribute: Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field). Minimum 3.0 cumulative GPA (on a 4.0 scale). Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus. Strong analytical, problem-solving, and communication skills. Collaborative mindset with a willingness to take initiative. Ability to work on-site at one of our locations for the duration of the program. Compensation & Benefits Competitive hourly pay. Skill development through hands-on learning. Structured mentorship and feedback. Networking opportunities with peers and professionals. Experience presenting to leadership at program completion.
$18-25 hourly 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance internship job in Vernon Hills, IL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 27d ago
Accounting & Financial Analyst Intern
Twin Discorporated
Finance internship job in Milwaukee, WI
TWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status.
$28k-42k yearly est. Auto-Apply 21d ago

Learn more about finance internship jobs

How much does a finance internship earn in Kenosha, WI?

The average finance internship in Kenosha, WI earns between $26,000 and $45,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Kenosha, WI

$34,000

$26,00010%

$34,000Median

$45,00090%

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Finance internship jobs in Kenosha, WI - 339 jobs

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Learn more about finance internship jobs

How much does a finance internship earn in Kenosha, WI?