MarshBerry is growing! We are seeking an
Investment Banking Intern
to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.
Job Details
Position Summary:
MarshBerry is currently seeking an
Investment Banking Intern
based in either our
Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA offices.
The
Investment Banking Intern
is responsible for analyzing client business data and financial documents and entering data into financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Investment Banking and Consulting Team. The Intern will also fulfill ad hoc data and research requests.
Responsibilities:
Collaborates as a member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
Analyze data from client financial statements and enter it into MarshBerry models.
Convert data from various formats into standardized format and chart of accounts.
Complete projects in desired timeframe prioritizing work and following guidelines and metrics provided to complete multiple projects simultaneously.
Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
Any other special projects, tasks or duties as assigned.
Selection Criteria
Education & Experience:
Students pursuing a Bachelor's Degree in Finance or Accounting at the Senior level.
Highly proficient with technology; Microsoft Excel, Word, PowerPoint, and Outlook.
Working knowledge of financial statements, and financial and accounting data.
Other:
Strong analytical and problem-solving skills.
Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
Exceptional organization skills and ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
Must be legally authorized to work in the United States without requiring sponsorship now or in the future.
Working at MarshBerry
Who We Are:
MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.
What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:
Crain's Best Employers in Ohio
The Nation's Best and Brightest in Wellness
North Coast 99
Top Work Places - The Plain Dealer
Weatherhead 100
West Michigan's Best and Brightest Companies to Work for
To learn more about MarshBerry, visit *******************
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
Division: Cleveland Main Minimum Years Experience: Travel Involved: Job Type: TemporaryJob Classification: InternEducation:Job Family:FinanceCompensation:Intern Non-Exempt Position Description: Provide financial services support to profit centers. Duties may include any specific accounting functions including Accounts Receivable, Accounts Payable, General Ledger, Reconciliation, and Special Services.
Reports to: Accounting Manager, Operational Finance; Accountant, Operational Finance; or Senior Accountant, Operational Finance
Essential Duties & Responsibilities:
* Assist accountant to ensure client contractual requirements are met in regard to billing and accounts receivables.
* Process accounts payable for vendor invoices and ensure accounts are up to date for assigned projects.
* Process accounts payable for subcontractor invoices, and work with accountant to ensure all applicable lien waivers are submitted and contracts and insurance requirements are in place.
* Assist with completing monthly close process, ensuring all client bills and project costs are posted or accrued if work is in place and of material value.
* Assist with all internal and external audit requests.
* Facilitate data entry processes for project specific vendor invoices and prepare multi-project invoices for distribution to central financial center for input and posting.
* Provide administrative duties as related to invoice processing (i.e. vendor setup and updates, sales and use tax reporting, collection and distribution of client tax exempt certificates).
* Help prepare Turner owner applications for payment by assisting with compiling all supporting invoice backup.
* Provide supervisor with periodic progress reports.
* Relate and apply knowledge acquired in academic setting to company setting.
* Adhere to company work hours, policies, procedures and rules governing professional staff behavior.
* Maintain professional relationships with company employees, customers and so forth.
* Prepare for and participate in conferences and other opportunities of learning afforded by company.
* Other activities, duties, and responsibilities as assigned.
The hourly pay for this position is estimated to be 20.00 USD per hour.
Intern students are eligible to enroll in medical coverage under The Turner Construction Welfare Benefits Plan with coverage effective the first of the month following the 60th day of employment.
The salary range for this position is estimated to be 20.00 - 20.00 USD annualized.
Turner Construction provides flexible benefits, including medical, dental, and vision coverage, financial benefits such as a 401(k) plan, Health Savings Account, Flexible Spending Account, wellness benefits, a voluntary legal plan, identity theft, life insurance, and short-term and long-term disability coverage.
In addition to our extensive benefits offerings, we provide paid vacation, wellness/sick time, holidays, paid parental leave, tuition reimbursement, employee referral bonuses, and end-of-year appreciation pay.
Qualifications:
* Enrolled at 4-year college or university offering accredited and credentialed degree programs, recommended majors include and not limited to Accounting or Finance, with at least 1 year of education and basic knowledge of finance or equivalent combination of education, training and/or experience
* Must be willing to work standard work week
* Demonstrated interpersonal skills including student leadership, volunteerism, or other community involvement
* Passionate and willing to learn about overall Turner Finance business strategy, culture and core values
* Assume personal and professional responsibilities for actions and activities
* Enthusiastic, proactive, and eager to tackle new projects and ideas, flexible, adaptable and with attention to detail
* Able to work independently, with some oversight, and in team environment
* Exceptional organizational skills with ability to document and manage accurate and timely information
* Professional and clear verbal and written communication skills
* Computer data entry, database and MS Office skills, intermediate to advanced MS Excel skills
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Performance of the required duties will require physical ability to climb permanent and temporary stairs, passenger use of construction personnel hoists, ability to climb ladders and negotiate work areas under construction. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to adjust focus. Performing this job requires use of hands to finger, handle, or feel objects, tools or controls, sit, talk and hear, stand, climb, balance, stoop, kneel, crouch, or crawl. Employee must occasionally lift and/or move heavy weight.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works on-site at the construction work site where the employee is exposed to moving mechanical parts; high precarious places; fumes or airborne particles; outside weather conditions and risk of electrical shock. The noise in these work environments is usually moderate to very loud.
Turner is an Equal Opportunity Employer - race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other characteristics protected by applicable law.
$34k-41k yearly est. 60d+ ago
Retirement Planner/Financial Advisor
Golden Reserve
Finance internship job in Independence, OH
Golden Reserve is looking for an experienced financial retirement planner for our locations in our region Cleveland (Independence, Sheffield Village, Pepper Pike, Akron). We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started.
Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows
(********************************************************** Seminars and Digital channels.
Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country.
We provide:
Salary
:
Retirement Planner (2-4 years of client selling experience) - $150,000, increasing to $175,000 in Year 2
Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2
Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation
Prospects
- you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads
Benefits
- Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance
We expect:
·
Conversion
: we deliver the leads - we expect you to win and convert them into clients
·
Service
: provide excellent customer service to your existing clients
·
Commitment
: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials.
Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (**********************************
You can also learn more at **********************
Requirements
Three (3) years+ of new client meeting experience
State Life and Health Insurance Licenses
FINRA Series 65 registration, or equivalent
GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter
Salary Description Starting at $175,000 base per yr plus incentives
About the Role:
Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams.
This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Akron, OH office. We are seeking a student who can start in May 2026.
The Impact You'll Make:
Support various projects from Financial Advisors (i.e. review reports and conduct research)
Prepare for client meetings and presentations
Assist with financial planning and market research
Handle admin tasks, calls and basic client questions
Contribute to branch marketing initiatives
Process paperwork and documents
Perform other duties and project support as needed
What You'll Bring to Baird:
Pursuing a bachelor's degree in finance, business or related degree preferred
Anticipated graduation date of December 2026 or later
Interest in financial services and developing a career in private wealth management
Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates
Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery
High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively
Prior experience in an office setting is preferred
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.
$73k-123k yearly est. Auto-Apply 60d+ ago
Finance Intern
Metallus
Finance internship job in Canton, OH
Joining the Metallus team means becoming part of a legacy that dates back over a century. We are an industry leader, manufacturing the cleanest steel in the world for companies in the industrial, aerospace and defense, automotive, and energy markets.
Metallus Internship Program
At Metallus, our internship program is designed to make you part of our team. You will have opportunities to grow your skills, develop as a leader, and network with our managers and leaders. Our program allows you to gain real work experience in a team environment. Metallus also supports your career readiness development through workshops with topics like resume building and interview prep.
Metallus Internship Includes:
Competitive salary
Real-world experience that provides a competitive edge upon graduation
Casual work environment
Career planning and development workshops
Organized social activities and community service events
Networking with leadership, hiring managers, and early career colleagues
Internship Assignment: Full Time - Summer 2026
You will have the opportunity to rotate thorough different departments, supporting both day-to-day activities and functional projects.
External Financial Reporting: Support the process of filing the 10-Q and related 8-K with the Security and Exchange Commission for the second quarter, including preparing financial statement tie-outs, supporting the earning release process, and providing other support on quarterly procedures as needed.
Provide support on other external reporting workstreams, such as, benefit plan financial statements and other technical accounting and reporting projects that arise
Treasury: Assist with daily cash reconciliations, monthly cash and debt reporting requirements, monthly pension compliance items, and other special projects as they arise.
Financial Planning & Analysis: Receive insight into and aid, as needed, in helping to prepare the recurring company forecast and provide support on other month-end financial analysis.
Accounting: Learn about and support the booking of journal entries, monthly account reconciliations, and the monthly consolidation process, as well as some insight into areas such as tax, accounts receivable, or accounts payable.
Internship Qualifications:
Minimum cumulative GPA of 2.5
Must have completed 30 or more credit hours by the end of the spring 2026 semester
Must be a full-time student attending an accredited two-year or four-year college/university
Preferred majors: Accounting, Finance, Business Administration, or related
The company prohibits harassment or discrimination against any employee on the basis of any status protected by law, including, but not limited to, race, religion, color, national origin, ancestry, age, disability, genetic information, gender, sex or veteran status.
$28k-41k yearly est. 60d+ ago
Financial Advisor
Lifetime Recruiting Strategies
Finance internship job in Canton, OH
Become Part of The Power to Dream Again!
Sales Managers, Financial Advisors/Insurance Advisors needed today!
If you want your piece of the American Dream, you have to take charge of your future. But you don't have to do it alone. We're here to show you how. Armed with the Power to Dreamâ„¢ you're ready to begin exploring all life has to offer. This Financial Group! is giving them the Power to Dream again. Our firm does this by empowering families and individuals with the knowledge and tools they need to make informed decisions and smart choices. They can take control of their future and achieve dreams that once seemed impossible. With this innovative business model, people can take charge of their career and build their own business. This Group uses synergistic marketing to infuse and innovate its business model. The synergistic marketing approach combines distinct marketing elements, such as relationships, compensation, technology strategies and lead generation with the concepts of autonomy, innovation and independence to create dynamic results.
Competitive compensation plus production overrides and renewals (potential to make $100,000 - $150,000+ plus commissions)
Trips/Incentives
Local office with administrative support staff
Region with unlimited income capacity
Significant marketing support
The best senior market product portfolio in the industry
Strong home office support
A proven distribution model
In-depth training
Job Requirements:
Must have 10+ years of experience in Sales and Sales Management
Financial Planning with extensive training Platform
Must have 4+ years of management experience
Experience in recruiting, training, managing and motivating a high performance sales team
Active Life /Health license for the state
Bachelor's degree preferred
Must reside in the Regions specified
Good credit history
Does this sound like your calling? Then let us show you how we can put your career in the hands of the best possible person - you…Apply Today!
· Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
Email:
lifetimers@fuse.net
http://www.lifetimerecruiting.com/
Phone:
(w) 513-753-4926
$100k-150k yearly 60d+ ago
Financial Services Field Internship
Thrivent Financial 4.4
Finance internship job in Cleveland, OH
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you.
We are seeking Field interns in various locations around the country. This internship will provide the opportunity to shadow seasoned financial advisors, participate in a robust training program with other interns, and support Thrivent's involvement through community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific programs, critical-thinking exercises, career-development best practices, marketing tactics and real-world training.
Participate in a robust orientation and training program.
Shadow financial advisors during client meetings, workshops, community events and daily work.
Learn to prepare financial plans and analyses.
Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms.
Participate in team meetings that include weekly activity updates, new trends and concepts.
Observe regional seminars and workshops.
Attend virtual seminars with corporate employees to better understand the industry and the profession.
Work with the Engagement Team to develop a strategy to integrate Thrivent's generosity programs.
Collaborate with other interns to research and present a project, based on best practices in building a financial services business.
Position Qualifications:
College junior or senior working toward a degree in business, finance, marketing or related field.
Strong technical computer aptitude and knowledge of business tools (MS Outlook, Word, Excel, PPT).
Strong analytical and problem-solving skills; oral and written communication skills.
Course Credit:
Thrivent internships are available for course credit, but must be coordinated with your school administration.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$34k-40k yearly est. Auto-Apply 60d+ ago
Consultant - Finance
First Energy 4.8
Finance internship job in Akron, OH
FirstEnergy at a Glance We are a forward-thinking electric utility powered by a diverse team of employees committed to making customers' lives brighter, the environment better and our communities stronger. FirstEnergy (NYSE: FE) is dedicated to integrity, safety, reliability and operational excellence. Headquartered in Akron, Ohio, FirstEnergy includes one of the nation's largest investor-owned electric systems, more than 24,000 miles of transmission lines that connect the Midwest and Mid-Atlantic regions, and a regulated generating fleet with a total capacity of more than 3,500 megawatts.
About the Opportunity
This is an open position with FirstEnergy Service Company, a subsidiary of FirstEnergy Corp.
We are seeking a highly skilled Finance Business Partner with exceptional communication and interpersonal skills to join our team. This role will serve as a strategic advisor and trusted partner to our functional business leaders by providing financial insights that drive both financial and operational performance, support strategic decision-making, and align financial objectives with overall business goals. This position will serve as a bridge between the business and finance departments. This position should have a deep understanding of the organization's financial position as well as a strong business acumen.
This position will report to the Manager, Financial Services and will be onsite, with candidate needing to report to one of the FirstEnergy Corporate offices (Akron, Greensburg, Reading or Holmdel). The location will be dependent upon the candidate selected.
Key Responsibilities:
* Act as the primary finance point of contact for assigned business units, building strong and collaborative relationships with stakeholders
* Translate complex financial data into clear, actionable insights for both financial and non-financial audiences
* Partner with leadership teams to develop budgets, forecasts, and long-term strategic plans
* Present findings and suggestions to senior management through reports, presentations, and meetings in a compelling and influential manner
* Understand the company's strategy in order to provide insights into how different initiatives may affect financial results
* Monitor and analyze business performance, highlighting opportunities and risks to drive improvements
* Support key investment decisions with robust financial analysis and scenario modeling
* Provide guidance on cost control and return on investment
* Collaborate with cross-functional teams to ensure financial goals are aligned with operational objectives
* Develop strong relationships with key stakeholders to ensure clear communications about support areas financials
* Ability to work independently and have self-driven motivation
Qualifications include:
* Bachelor's degree in finance, accounting, business administration, Economics or a related field is required. Advanced degrees such as CFA, CPA or MBA is preferred.
* A minimum of 10 years' relevant work experience at progressively increasing levels of responsibility and complexity is required
* Excellent analytical abilities
* Ability to work independently or as part of a team effort on assignments that may be broad in nature
* Excellent written and oral communication skills, including ability to effectively structure and present information and recommendations involving complex accounting issues
* Strong interpersonal skills to work with all levels of employees and leadership
* Desire to learn, grow and work across FirstEnergy, and deliver quality and accurate work within established deadlines
* Relevant work experience includes proven experience in finance business partnering, FP&A, or similar roles
* Strong analytical, modeling, and problem-solving abilities
* Ability to interpret complex financial data, create forecasts, and provide insights related to trends and patterns
* Capability to identify trends, assess financial performance, and make informed recommendations based on this analysis
* Possess a deep understanding of the business environment in which the organization operates, including awareness of market trends, regulatory changes, and economic factors that could impact the business
* Excellent communication skills, with the ability to simplify complex information and influence stakeholders
* Exceptional interpersonal skills; able to build trust and credibility across different functions and levels of the organization
* Proficiency in financial systems and tools (e.g., Excel, SAP, and Reporting Platforms).
* Financially minded with a proactive and collaborative approach
* Ability to juggle multiple projects and prioritize work in a dynamic environment
Benefits, Compensation & Workforce Diversity
At FirstEnergy, employees are key to our success. We depend on their talents to meet the challenges of our changing business environment. We are committed to rewarding individual and team efforts through our total rewards philosophy which includes competitive pay plus incentive compensation, a company-sponsored pension plan, 401(k) savings plan with matching employer contribution, a choice of medical, prescription drug, dental, vision, and life insurance programs, as well as skills development training with tuition reimbursement. Please visit our website at *********************** to learn more about all of our employee rewards programs. FirstEnergy proudly supports workforce diversity. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with a disability. No recruiters or agencies without a previously signed contract. Unable to sponsor or transfer H-1B visas at this time.
Safety
Safety is a core value for FirstEnergy and is essential to all of our business activities. We ensure employees have the tools, information, and processes to perform their duties in a manner that assures safety for themselves, their co-workers, our customers and the public. Our goals are to provide a safe work environment, to maintain an accident-free, injury-free workplace, and to promote and maintain public safety. To meet these goals, we dedicate ourselves to achieving world-class safety standards.
Position Classification
Exempt
FirstEnergy Human Resources Team
$77k-96k yearly est. Auto-Apply 60d+ ago
Financial Operations Intern
Union Home Mortgage Corp 4.0
Finance internship job in Strongsville, OH
Union Home Mortgage's L.E.A.D Internship Program's goal is to provide a fun, interesting, and real-world environment for our interns to Learn about the industry, be Educated by Sr. Leadership and their peers, Achieve their personal goals and Develop their skills and knowledge base. We pride ourselves in providing innovative programs for our interns in order for them to learn and grow they progress through their careers. Some of the programs we offer include: shadowing, mentoring, professional development, group projects and we even take our interns on corporate outings! Our internship program gives students a chance to meet new people, gain more experience, and learn from the best in the business! Our interns are treated like full-time Partners who work 40 hours a week during the 3-month summer program, are compensated, and based out of headquarters in Strongsville, Ohio.
Financial Operations Intern assist our Operations teams with loan production, reviewing sensitive application materials, conducting outreach to stakeholders, and making sure data is accurate in a timely manner. Financial Operations Internships are perfect for students without any formal internship experience, looking to gain valuable financial experience in a corporate work setting. Ops Interns learn how to review loan application materials, utilize financial software, perform tasks independently and collaboratively, and take ownership of their own work. Students that are interested in financial operations are put through as general operations candidates and could be considered and placed in any one of the below departments:
The Construction/Rehab Intern will work with the operations team at Union Home Mortgage to ensure the running of the Construction/Rehab team through various forms of engagement, such as work with Departmental Reports, Loan Officers, and Borrowers. This position's goal is to assist with the new home construction and completion process.
DUTIES & RESPONSIBILITIES
* Review Builders by pulling and preparing all required reports
* Maintain Builder acceptance report
* Conduct reference calls
* Prepare modification documents/conversion documents at the time of construction completion for borrower signature
* Close out construction loans and prepare documentation for boarding and shipping
* Communicate regularly with stakeholders including Operations Partners, Loan Officers, Title Agencies, Builders and Borrowers.
Servicing Intern: The Servicing Intern will gain hands-on experience across multiple areas of mortgage loan servicing. This role supports various operational functions including customer service, cash handling, document management, data entry and validation, mail processing, and communication with internal and external stakeholders. The intern may also assist with specialized servicing tasks such as property taxes, homeowners insurance, loss mitigation, escrow administration, reporting and analytics, and servicing of unique loan products.
DUTIES & RESPONSIBILITIES
The responsibilities listed below represent some of the tasks the Servicing Intern may be assigned. Additional duties may be required based on business needs.
* Provide support to the Customer Service, Servicing Oversight, Special Loans, Default teams by responding to inquiries and assisting with customer account updates.
* Assist with cash handling processes, including payment posting and reconciliation.
* Manage document filing, retrieval, and organization to ensure accurate recordkeeping.
* Perform data entry and validation to maintain integrity across servicing systems.
* Handle incoming and outgoing mail, including sorting, scanning, and distribution.
* Collaborate with cross-functional teams to support servicing operations and ensure timely resolution of issues.
* Participate in tasks related to property tax payments, insurance tracking, escrow analysis, and loss mitigation efforts.
* Support reporting and analytics initiatives by gathering and organizing servicing data.
* Assist with special loan functions and products, ensuring compliance and proper documentation.
Communicate professionally with internal partners, external vendors, third-party contacts, customers, brokers, and loan officers to facilitate servicing activities
$29k-36k yearly est. 4d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance internship job in Akron, OH
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)
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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.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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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 4d ago
SUPERVISORY FINANCIAL SPECIALIST
Department of Defense
Finance internship job in Cleveland, OH
Apply SUPERVISORY FINANCIAL SPECIALIST Department of Defense Defense Finance and Accounting Service DFAS - COMMAND CLIENT EXECUTIVE STAFF - CLEVELAND Apply Print Share * * * * Save * This job is open to * Requirements * How you will be evaluated * Required documents
* How to apply
Summary
This job announcement uses the USA Hire Assessment to evaluate applicants. For more information, visit USA Hire Assessment.
The General Schedule (GS) basic pay schedule may vary by geographic locality. To view pay rates in a specific location visit the Office of Personnel Management pay tables at *******************************************************************
Summary
This job announcement uses the USA Hire Assessment to evaluate applicants. For more information, visit USA Hire Assessment.
The General Schedule (GS) basic pay schedule may vary by geographic locality. To view pay rates in a specific location visit the Office of Personnel Management pay tables at *******************************************************************
Overview
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Accepting applications
Open & closing dates
01/09/2026 to 01/26/2026
Salary $125,776 to - $170,624 per year Pay scale & grade GS 14
Locations
1 vacancy in the following locations:
Indianapolis, IN
Limestone, ME
Rome, NY
Cleveland, OH
Show morefewer locations (1)
Columbus, OH
Remote job No Telework eligible Yes-as determined by the agency policy. Travel Required Occasional travel - You may be expected to travel for this position. Relocation expenses reimbursed Yes-You may qualify for reimbursement of relocation expenses in accordance with agency policy. Appointment type Permanent Work schedule Full-time Service Competitive
Promotion potential
None
Job family (Series)
* 0501 Financial Administration And Program
Supervisory status Yes Security clearance Secret Drug test No Position sensitivity and risk Noncritical-Sensitive (NCS)/Moderate Risk
Trust determination process
* National security
Financial disclosure No Bargaining unit status No
Announcement number ML-12858944-26 Control number 854068200
This job is open to
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Federal employees - Competitive service
Current federal employees whose agencies follow the U.S. Office of Personnel Management's hiring rules and pay scales.
Career transition (CTAP, ICTAP, RPL)
Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants.
Veterans
Veterans of the U.S. Armed Forces or a spouse, widow, widower or parent of a veteran, who may be eligible for derived preference
Military spouses
Military spouses of active duty service members or whose spouse is 100 percent disabled or died on active duty.
Clarification from the agency
This announcement is open to current, permanent DoD Federal Civilian Employees in the competitive service, eligible Defense DoD VRA employees, eligible Priority Placement Program DoD Military Spouse Preference applicants, and eligible PPP applicants, Military Spouses, Veterans Employment Opportunities Act (VEOA) and eligible Interagency Career Transition Assistance Plan applicants (ICTAP).
Duties
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* Plans, formulates and develops financial policies and procedures to enhance the validity, accuracy and integrity of finance processes.
* Manages, plans, implements, monitors, and evaluates DFAS financial management programs by providing knowledge and expertise in appropriation law, finance concepts, principles, practices, techniques and financial management systems.
* Incumbent manages major programs/projects on a broad scale as well as guide, counsel and direct functional and technical aspects of these programs/ projects at a detailed level when required.
* Conducts independent studies of complex and diversified information, and financial systems or system components.
* Demonstrates extensive experience in both written and oral communication presenting and speaking on behalf of the Agency.
* Examples include, presents briefings, writes talking papers, frequently (more than once per month) communicates with members of OUSD, SES personnel, audit partners and Customer Executives.
Requirements
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Conditions of employment
* Must be a U.S Citizen or National
* This national security position, which may require access to classified information, requires a favorable suitability review and security clearance as a condition of employment. Failure to maintain security eligibility may result in termination.
* Registered for Selective Service (males born after 12-31-1959)
* Suitable for Federal employment
* Time after Competitive Appointment: Candidates must have served 3 months after latest competitive appointment in the Federal service.
* Time in Grade Requirement - see the Qualifications field below for more details.
* Obtain/Maintain Financial Management Certification
* New employees to the Defense Finance and Accounting Service will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov.
Qualifications
One year of specialized experience equivalent in level of difficulty and responsibility to that of the next lower grade (GS-13) within the federal service, which demonstrates the ability to perform the duties of the position, is required.
Specialized experience is defined as: Conducting rigorous financial analyses and actively overseeing the fiscal performance of the assigned client portfolio. Completing critical evaluation of the financial management support provided and serving as the central point of coordination for the dissemination of work-related information to senior financial managers within the client organization. Responsible for formulating and instituting robust policies designed to ensure compliance with all applicable regulatory frameworks.
Time-in-Grade: Current or former federal employees who have held a GS position in the preceding 52 weeks, must meet the time in grade requirement. Applicant must have served 52 weeks as a GS-13 or higher grade in Federal Service.
The effective date of your SF-50 must reflect that you will meet the 52-week time in grade requirement within 30 days of the announcement closing.
You may qualify for consideration if meeting time-in grade, specialized experience, education requirement, 90 days after competitive appointment requirement, and all other qualification requirements within 30 calendar days after the closing date of the announcement, unless otherwise indicated on the announcement.
Education
Education is not substitutable for specialized experience at this grade level.
This position requires you to obtain and maintain a Level 3 Certification under the DoD Financial Management (FM) Certification Program as a condition of employment. If you are selected, you will have to obtain this certification within two (2) years of your entry on duty in the position unless you are already in a position that requires a Level 3 Certification in which case you must complete the certification within the original 2-year period. Failure to become certified within the required time-frame may be grounds for removal from the position and/or from Federal service. Information about the DoD FM Certification Program is available at: **************************************************
As a condition of employment, you may be required to serve a during which we'll evaluate whether your continued employment advances the public interest. The evaluation will consider: your performance and conduct; the needs and interests of the agency; whether your continued employment advances agency or governmental goals; and whether your continued employment advances the efficiency of the Federal service. At the end of the probationary period, your employment will be terminated unless you receive certification that your continued employment advances the public interest.
Additional information
* Moving expenses will be paid.
* The Tax Cuts and Jobs Act of 2017 makes certain reimbursements/payments taxable. For information on these changes and the Relocation Income Tax Allowance (RITA), for which some appointees are eligible, click here.
* For positions where relocation is paid (see Location block of vacancy announcement), you can learn more about relocation allowances and entitlements.
* Telework availability is limited and will only be provided on a rare case-by-case basis during situations where Agency Leadership has determined that telework serves a compelling DoD need.
* We may use this announcement to make a temporary promotion. For some positions, the temporary promotion may be made permanent without further competition.
* Selections are subject to restrictions resulting from the DoD Program for Stability of Civilian Employment.
* A one year supervisory or managerial probationary period may be required.
* We may use this announcement to fill additional vacancies within 120 days of the closing date.
* This position is exempt from the Fair Labor Standards Act.
* Travel requirement is seldom (1-24%).
* This position is not covered by a bargaining unit.
* Priority Placement Program (PPP) Military Spouse Preference (MSP) eligible candidates will receive priority consideration at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level.
* PPP Application Based Preference Eligibles (Military Reserve and National Guard technicians, Military Reserve and National Guard technicians receiving disability retirement, and Retained Grade employees) will receive priority consideration at the full performance level only.
* Pay for first time hires to the Federal Government will typically be set at step 1 salary range for their respective grade level.
* Retired Civil Service Employee: Employment of retired Federal employees receiving an annuity is subject to the requirements of the Department of Defense (DoD) policy guidance. (See DoD Instruction 1400.25, Volume 300, here.
* The Security Designation will vary and dependent upon position and may require a secret clearance or higher. Employment in this position requires a background investigation which may delay starting date. If you are selected and cannot obtain a favorable security determination within a reasonable period of time due to disclosed/undisclosed background issues, the employment offer may be withdrawn. Individuals selected are required to obtain/maintain a favorable security determination to occupy a sensitive position within the agency as a condition of employment. Failure to maintain eligibility to occupy a sensitive position may result in termination. For more information see the security section of Understanding Vacancy Announcements.
* Criminal History Inquiries- For some positions, criminal history inquiries may not take place before you receive a conditional job offer. Please see Fair Chance to Compete for Jobs Act of 2019 (dfas.mil) for more information on The Fair Chance to Compete Act, exceptions, and DFAS contact information.
Expand Hide additional information
Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.
Benefits
Help
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Review our benefits
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
How you will be evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
IMPORTANT NOTE - YOU MUST FOLLOW ALL APPLICATION INSTRUCTIONS CAREFULLY. ERRORS OR OMISSIONS MAY AFFECT YOUR RATING.
You will be evaluated based on how well you meet the qualifications listed in this vacancy announcement. Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), your responses on the application and your responses to all assessments required for this position. You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics):
* Customer Service (Clerical/Technical)
* Decision Making
* Interpersonal Skills
* Reasoning
* Teamwork
Reasonable Accommodation (RA) Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a RA in your online application. Requests for RA for the USA Hire Competency Based Assessments and appropriate supporting documentation for RA must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for RA are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments, based on your adjudication decision. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments, if you received the link after the close of the announcement. To determine if you need a RA, please review the Procedures for Requesting a Reasonable Accommodation for Online Assessments.
Benefits
Help
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Review our benefits
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
Required documents
Required Documents
Help
You must provide a complete Application Package which includes:
1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center.
2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement.
3. Other Supporting Documents.
4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here.
The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement.
1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume.
2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification.
3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities.
4. Military Spouse Preference (MSP) Eligible: Military Spouse Preference applicants, must be selected and placed at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. You must include a completed copy of the Military Spouse PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility for Military Spouse Preference. To download the checklist, select "Save" or "Save As" instead of "Open." Save the document to your device then open it as a PDF. Once the form is opened, select "Enable All Features" and the form will populate so that it can be completed. **************************************************************
5. Military Reserve (MR) and National Guard (NG) Technicians PPP Eligible: MR and NG technicians PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician preference. Click here to obtain a copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist.
6. Military Reserve (MR) and National Guard (NG) Technicians Receiving Disability Retirement PPP Eligible: MR and NG technicians receiving disability retirement PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician Disability preference. Click here to obtain a copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist.
7. Retained Grade PPP Eligible: Retained Grade PPP applicants, must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Retained Grade PPP Self-Certification Checklist to verify your eligibility for Retained Grade preference. Click here to obtain a copy of the Retained Grade PPP Self-Certification Checklist.
8. ICTAP Eligibles: A copy of the RIF separation notice and SF-50 if available.
9. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit.
10. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility.
WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/26/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant.
If you are relying on your education to meet qualification requirements:
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
How to Apply
Help
The following link will help you determine if you meet the eligibility to apply for this position:
***************************************************************************************
PLEASE NOTE: You will be considered only for those appointment eligibilities for which you select, attach supporting documentation and are found eligible.
Please read the entire announcement and all the instructions before you begin an application. To apply and be considered for this position, you must complete all required assessments, and required documentation as specified in the How to Apply and Required Documents section. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. The application process is as follows:
* Click the Apply Online button.
* Answer the questions presented in the application and attach all necessary supporting documentation.
* Click the Submit Application button prior to 11:59 PM (ET) on the announcement closing date.
* If you are required to complete any USA Hire Assessments, you will be notified after submitting your application. The notification will be provided in your application submission screen and via email. The notification will include your unique assessment access link to the USA Hire system and the completion deadline. Additionally, in USAJOBS you can click "Track this application" to return to your assessment completion notice.
* Access USA Hire using your unique assessment link. Access is granted through your USAJOBS login credentials.
* Review all instructions prior to beginning your assessments. You will have the opportunity to request a testing accommodation before beginning the assessments should you have a disability covered under the Rehabilitation Act of 1973 as amended.
* Set aside at least 3 hours to take the USA Hire assessments; however, most applicants complete the assessments in less time. If you need to stop the assessments and continue later, you can re-use your unique assessment link.
* Your responses to the USA Hire Assessments will be reused for one year (in most cases) from the date you complete an assessment. If future applications you submit require completion of the same assessments, your responses will be automatically reused.
Visit the USA Hire Applicant Resource Center for practice assessments and assessment preparation resources at ****************************************
To update your application, including supporting documentation: During the announcement open period, return to your USAJOBS account, find your application record, and click Edit my application. This option will no longer be available once the announcement has closed.
To view the announcement status or your application status: Click on this: ******************************************************** Your application status page is where you can view your application status, USA Hire assessment completion status, and review your notifications sent by the hiring agency regarding your application.
Agency contact information
HR Customer Care Center
Phone ************** Email ************************************************ Address DFAS - COMMAND CLIENT EXECUTIVE STAFF - CLEVELAND
1240 E. 9th Street
Cleveland, OH 44199
US
Next steps
The resume you submit will be used to assess your qualifications for the job and to identify the best-qualified applicants to be referred to the hiring manager for further consideration and possible interviews. We will notify you of the outcome after each of these steps is completed. After making a tentative job offer, we will conduct a suitability/security background investigation.
Fair and transparent
The Federal hiring process is set up to be fair and transparent. Please read the following guidance.
Criminal history inquiries Equal Employment Opportunity (EEO) Policy
Financial suitability New employee probationary period
Privacy Act Reasonable accommodation policy
Selective Service Signature and false statements
Social security number request
Required Documents
Help
You must provide a complete Application Package which includes:
1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center.
2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement.
3. Other Supporting Documents.
4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here.
The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement.
1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume.
2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification.
3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities.
4. Military Spouse Preference (MSP) Eligible: Military Spouse Preference applicants, must be selected and placed at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. You must include a completed copy of the Military Spouse PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility for Military Spouse Preference. To download the checklist, select "Save" or "Save As" instead of "Open." Save the document to your device then open it as a PDF. Once the form is opened, select "Enable All Features" and the form will populate so that it can be completed. **************************************************************
5. Military Reserve (MR) and National Guard (NG) Technicians PPP Eligible: MR and NG technicians PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician preference. Click here to obtain a copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist.
6. Military Reserve (MR) and National Guard (NG) Technicians Receiving Disability Retirement PPP Eligible: MR and NG technicians receiving disability retirement PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician Disability preference. Click here to obtain a copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist.
7. Retained Grade PPP Eligible: Retained Grade PPP applicants, must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Retained Grade PPP Self-Certification Checklist to verify your eligibility for Retained Grade preference. Click here to obtain a copy of the Retained Grade PPP Self-Certification Checklist.
8. ICTAP Eligibles: A copy of the RIF separation notice and SF-50 if available.
9. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit.
10. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility.
WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/26/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant.
If you are relying on your education to meet qualification requirements:
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
The best and the brightest always have choices in the accounting & finance industries.
We want you to view your time with Siegfried as an investment in your future that pays dividends along the way. The longer you stay with Siegfried the wider breadth of accounting & finance opportunities and experiences you will gain.
No two paths at Siegfried look the same.
Apply now to start working with many of the nation's largest corporations on their most important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging, and one-of-a-kind projects inside the walls of Fortune 1000 and other large companies. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more.
Our Firm is interested in hiring accounting and finance professionals - Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers.
Take advantage of Siegfried's lucrative incentive plans and competitive base salary, which are part of our Total Compensation Philosophy. Additionally, we offer comprehensive benefit plans, including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development, and more!
Professional Attributes
High energy and enthusiasm, with a strong commitment to exceeding client expectations.
Flexibility and openness to work on a variety of assignments, industries, and roles.
Ability to learn quickly, make an immediate impact, and provide value-added service to our clients.
Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, Firm leadership, & peers.
Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall.
Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.
Skills, Knowledge, and Qualifications
Undergraduate degree in accounting or finance
External auditors from large CPA firms with 2+ years of experience, including at least one busy season as a senior
Combo candidates with external audit and corporate accounting and/or finance experience at a large public corporation are also considered
CPA or progression towards, preferred
Corporate accounting and/or finance experience at a large public corporation is a plus but not required
Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards
Strong computer desktop skills required. Advanced Microsoft Excel skills (e.g., macros, pivot tables, etc.) desirable
Demonstrated career progression and job stability
Learn more about our Total Compensation Philosophy and State Specific Information.
$57k-86k yearly est. Auto-Apply 60d+ ago
Financial Planning and Analysis Consultant
Westfield Group, Insurance
Finance internship job in Westfield Center, OH
The Financial Planning & Analysis (FP&A) Consultant is responsible for delivering forward-looking financial insights and strategic support to drive performance within the Standard Lines businesses. This role is a trusted advisor to senior executives, leveraging analytics and financial modeling to influence key business decisions. You will proactively identify opportunities, assess risks, and provide actionable recommendations that influence results. The consultant plays a critical role in forecasting, budgeting, and scenario planning, enabling informed decision-making and ensures a deep understanding of business drivers, identify emerging trends, and translate operational impacts into financial outcomes.
Key Responsibilities:
* Analysis and Insights | Go beyond traditional reporting to deliver predictive and prescriptive insights that inform business strategy and operational performance.
* Data-Driven Problem Solving | Develop analytical tools and financial modeling to address complex business challenges across underwriting, pricing, distribution, claims, and expenses.
* Performance Optimization | Identify trends, opportunities, and risks to improve profitability, efficiency, and long-term sustainability.
* Scenario Planning and Forecasting | Develop dynamic models and forecasts that support strategic planning and resource allocation.
* Cross-Functional Collaboration | Partner with business units to align financial strategies with operational goals and market dynamics.
* Mentorship & Influence | Build financial acumen across the organization and act as a trusted advisor to senior executives.
Job Qualifications:
* Experience: 7+ years in Financial Analysis within the insurance industry
* Education: Bachelor's degree in Finance, Economics, Business, Actuarial Science, or related field.
* Skills: Strong analytical and problem-solving capabilities; proficiency in financial modeling, forecasting, and data visualization tools.
* Influence: Proven ability to communicate complex insights clearly and persuasively to senior executives.
* Mindset: Proactive, strategic thinker with a passion for driving business performance through data-driven decisions.
Location:
* Hybrid- defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH.
Behavioral Competencies:
* Manages ambiguity & complexity
* Business insight
* Financial acumen
* Balances stakeholders
* Collaborates
* Communicates Effectively
Technical Skills:
* Financial Planning & Analysis
* Data Analysis
* Data Modeling
* Financial Modelling
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
$61k-89k yearly est. 51d ago
Consultant Financial Planning & Analysis
Pyrovio
Finance internship job in Akron, OH
Consultant - Financial Planning & Analysis
Full-Time Financial Planning & Analysis Practice
This position is for a Consultant specializing in Financial Planning & Analysis (FP\&A) with interest and experience in FERC accounting and the Utility industry. The Consultant will work with diverse clients ranging from regional utilities to large Fortune 500 energy enterprises to design and deliver FP\&A solutions. Working in a team environment, the individual in this role will support financial planning initiatives, analyze performance, and help clients achieve compliance and operational excellence.
The primary responsibilities of this role include coordinating FP\&A activities within a client's organization; working with stakeholders to understand and map their requirements; and defining areas of improvement. You will provide value on process design and improvement initiatives, assist clients in identifying business needs and focused solutions, and realize those solutions by implementing effective FP\&A strategies aligned with FERC standards.
Responsibilities:
In general, the Consultant will perform the following job responsibilities in addition to others as required for each engagement:
Support budgeting, forecasting, and long-term planning processes ensuring accuracy, compliance, and timely deliverables.
Develop and maintain financial models and tools to support strategic and operational decision-making.
Analyze financial performance and key drivers to identify trends, risks, and opportunities.
Assist in designing and implementing scalable FP\&A processes that improve data integrity and usability.
Collaborate with client teams to translate business needs into actionable initiatives and insights.
Prepare executive-ready materials including dashboards, summaries, and recommendations for stakeholders.
Ensure compliance with FERC accounting standards and regulatory requirements across all financial planning activities.
Build and maintain strong client relationships through consistent communication and proactive problem solving.
General Consultant Qualifications:
Qualified candidates for the Consultant FP\&A position will have the following qualifications:
Bachelor's degree in Business Administration, Finance, Accounting, or related field.
Minimum of 2 years of experience in FP&A, accounting, or related financial roles.
Demonstrated knowledge of FERC accounting and Utility industry financial operations.
Strong interpersonal and communication skills, capable of working effectively in a team environment.
Ability to work effectively in a high-pressure, time-sensitive environment.
Strong analytical and problem-solving abilities, with a track record of turning data into actionable insights.
Preferred Qualifications:
Experience with financial systems and tools commonly used in the utility sector including Power Plan, OPPM, Ecosys and Unifier.
Familiarity with regulatory reporting and compliance frameworks beyond FERC.
Travel Requirements:
Remote work opportunities; with up to 25% in the office and/or travel to clients.
$61k-89k yearly est. Auto-Apply 32d ago
Corporate, M&A, Capital Markets and Finance Associate
5 Legal
Finance internship job in Cleveland, OH
Job Description
A full-service corporate law firm seeks high-qualified associates to join their Cleveland office.
Ideal candidates will have 1-3 years of corporate, capital markets, and finance transactional and counseling experience to join our Cleveland office. The ideal candidate will have experience in a wide variety of transactions, including one or more of the following areas: mergers and acquisitions and private equity transactions, representing borrowers and lenders in commercial financings or counselling clients with respect to securities reporting requirements, corporate governance matters and public and private offerings. Qualified candidates must possess excellent academic credentials and strong writing/drafting skills.
$39k-71k yearly est. 32d ago
Emergency Management & Business Continuity Intern
Northeast Ohio Regional Sewer District 4.4
Finance internship job in Cuyahoga Heights, OH
The Emergency Management intern will assist the Emergency Management and Business Continuity Program Manager with integration in Cuyahoga County Office of Emergency Management protocols and knowledge center to enhance regional flood response and mitigation efforts. The intern will further assist with risk analysis of five critical infrastructure facilities in coordination with the U.S/Ohio Department of Homeland Security. The intern will work on incident action plan coordination and development.
Responsibilities include but are not limited to:
ESSENTIAL FUNCTIONS
Threat, Hazards Identification & Risk Analysis
Assist Emergency Management & Business Continuity Program Manager with DHS level 1 Threats, Hazard Identification for all District properties
Track Security Audit items for follow up with Operation & Maintenance Management
Business Continuity Plans
Prepare Cuyahoga County Office of Emergency Management/Ohio Emergency Management Agency Business Continuity Plans for each District department.
Work with Emergency Manager to develop new Business Continuity Tabletop exercises for Sewer District Incident Management Team and facility Incident Command Teams.
Develop new Business Continuity approaches including the use of ICS form 204/205/205A/214's in each department/geographic location(s).
Emergency Response Planning
Assist Emergency Response & Business Continuity Manager in planning and execution of employee training at each Sewer District facility including onsite training for Incident Command for initial responders.
Participate in Emergency Response Safety sub-committees and provide support for updating and developing emergency response plans at all sites following exercises.
Incident Command Post Planning & Equipping
Assist Emergency Management & Business Continuity Program Manager with site-specific development of the District Incident Command Post Preparation.
Prepare and distribute Incident Command Post resources, including asset tagging and management procedures for Emergency Management Team
MINIMUM JOB REQUIREMENTS
EDUCATION
Academic Status/Standing:
Candidate must be enrolled in school or must have graduated within 24 months from the date of application.
Field of Study:
Declared Majors: Emergency Management, Fire Sciences, Occupational Health and Safety, or a related field of study
Degree Program Levels:
Any of the following degree program levels may qualify
Bachelor's Degree
Master/Doctoral Degree
OTHER REQUIREMENTS
Candidate must be able to commit to working 40 hours per week with a fixed-term assignment of 12 months with an option to extend at NEORSD's discretion. Working hours will include a combination of regular business hours, weekend and after-hour timeframes with potential holiday's.
Candidate must possess a valid driver's license with a driving record in accordance with the District's acceptable guidelines.
The District requires protective footwear (i.e., steel or composite-toed) when working in the plants, pump stations, construction sites, public rights-of-way and other posted areas. New hires are required to have protective footwear, meeting the following criteria, on the first day of employment: 1) Must be ANSI 241-1999 or ASTM F-2412/2413 (2005) certified, 2) Must have a steel or composite protective toe, 3) Must be, at a minimum, a 6" work boot or 6" hiker-style boot (Note: shoes are not permitted), 4) Must have a slip-resistant sole. It is also recommended, but not required, that footwear be waterproof and have included a shank to protect the bottom of the foot.
Pay Range: USD, Commensurate based on level of Education
Undergraduate: $19.82
Graduate: $21.85
Our Equal Employment Opportunity Statement Our Accessibility Statement
Our Employee Benefits & Wellness Programs
We offer a comprehensive employee benefits package including Health Insurance Coverage, Various Retirement Planning Options (Ohio Public Employee Retirement System and Deferred Compensation Plans), Flexible Spending Accounts, Employee Assistance Program, Free Parking at our facilities, Corporate Discounts, and more! We also have an active Health & Wellness Program that promotes a life/work balance.
NEORSD supports the use of hybrid work as a way to help attract and retain talented individuals in public service, increase worker productivity and better prepares the agency to operate during emergencies. This position may be authorized for hybrid work. hybrid eligibility will be discussed during the interview process.
DISCLAIMER: The information outlined in this job description indicates the general nature and type of work performed by employees within this classification. It is not intended to provide a comprehensive inventory of all duties, responsibilities or competencies required of employees within this classification.
$47k-56k yearly est. 2d ago
Summer 2026 Financial Analyst Associate (Controller Department Intern)
GD Information Technology
Finance internship job in Fairview Park, OH
Type of Requisition:
Regular
Clearance Level Must Currently Possess:
None
Clearance Level Must Be Able to Obtain:
None
Public Trust/Other Required:
None
Job Family:
Interns
Job Qualifications:
Skills:
Accounting, Finance, Financial Reporting and Analysis, Microsoft Office, Problem Solving
Certifications:
None
Experience:
0 + years of related experience
US Citizenship Required:
No
Job Description:
GDIT Summer Internship Program - Summer 2026 Summer Finance and Accounting Associate Internship
Sponsorship is not available for this role.
At GDIT, our people are our business. We pride ourselves on the work our innovators do to support and secure some of the most complex government, defense, and intelligence projects across the world. We wouldn't be successful without our ability to attract new talent to join our team.
What sets a GDIT internship experience apart from other organizations in the industry?
GDIT's Summer Internship Program is designed with you in mind! Our internship provides you the opportunity to be a part of a collaborative team that is helping to solve our clients' most challenging matters. Throughout GDIT's 10-week Summer Internship Program, you will have the opportunity to do the following:
Work side-by-side with GDIT professionals delivering work for clients.
Collaborate with a team of peers to research and propose solutions to a current business challenge.
Participate in a mentoring circle led by an early career champion.
Interact with GDIT leaders.
Participate in professional development.
How You'll Make this Internship Opportunity Your Own
Our Finance and Accounting Associate Internship is designed to make a direct impact on a broad variety of projects and help to co-create and deliver successful solutions to GDIT's internal and external clients. As a Finance and Accounting Associate (intern) you'll play a key part in driving company success by providing support to the GDIT Controller organization. You will be trusted to support various areas of the Controller department teams including financial reporting, technical accounting, internal controls, financial planning & analysis, and international accounting.
A Day in the Life
Performing accounting research for process and policy improvement, or problem solving
Support internal audits and assessment of internal controls.
Use modeling and analytics to understand how financial decisions impact our bottom line.
Learn how to leverage new tools and technologies.
Conduct research and analytical services related to financial data.
Assist in planning and designing financial processes.
Formulate recommendations to improve and support financial activities.
Various duties that enhance the productivity and procedures of the company
The Must-Haves
Currently enrolled in an associate's, bachelor's or master's degree program economics, finance, statistics, accounting, or related discipline from a United States-based college or university.
Excellent analytical and problem-solving skills.
Strong planning and organizational skills.
Basic understanding of Microsoft Office products (e.g., Word, PowerPoint, SharePoint, Excel, and Teams)
What You'll Need to Deliver Your Best Every Day
Strong interpersonal and written communication skills
Experience using Excel, specifically data analysis, pivot tables, VLOOKUPs, and charts
Ability to build meaningful relationships with manager and members of your team in a remote environment.
Intuitiveness with an ability to identify and solve complex problems related to rapidly changing technology.
A sense of genuine, intellectual curiosity and a nimble mindset
What you Offer as a Stand-Out Candidate
Knowledge of accounting principles, interpreting financial statements, and exposure to quantitative financial analysis.
Knowledge of project management and data analytics.
Analytical and quantitative skills: working with and synthesizing big data into actionable insights and assessing processes to identify risks and potential mitigation strategies
Comfortable using data software to conduct analyses and synthesize findings.
GDIT interns are paid and full-time (40 hours/week) for 10 consecutive weeks. Applicants should have a minimum of one semester remaining in their studies after their internship concludes. Take the first step and apply today!
Note: We receive a high volume of applications and review them on a rolling basis. We encourage you to apply as soon as possible. Our goal is to follow up with you within two weeks of your application.
The likely hourly rate for this position is between $19.55 - $26.45. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range.
Scheduled Weekly Hours:
40
Travel Required:
Less than 10%
Telecommuting Options:
Hybrid
Work Location:
USA VA Falls Church
Additional Work Locations:
Total Rewards at GDIT:
Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at
gdit.com/tc.
Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
$19.6-26.5 hourly Auto-Apply 60d+ ago
Investment Banking Senior Analyst
Brown Gibbons Lang & Company 4.0
Finance internship job in Cleveland, OH
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries.
Job Description
BGL is hiring an Investment Banking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients.
The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions.
Analyst Responsibilities:
Conducting industry research.
Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials.
Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses.
Supporting the firms' marketing and recruitment activities.
Qualifications
Analyst Qualifications:
Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market.
Successful candidates possess the following characteristics:
Bachelor's Degree required
One years' experience in an Investment Banking Analyst position
Outstanding academic record
Strong accounting and financial modeling knowledge and experience
Excellent interpersonal skills
Excellent written and verbal communication skills
Ambitious team player with commitment to excellence
Additional Information
All your information will be kept confidential according to EEO guidelines.
$77k-118k yearly est. 60d+ ago
Senior Level Finance Associate
Ice Miller 4.5
Finance internship job in Cleveland, OH
Ice Miller seeks a senior level associate to join our finance practice group in Cleveland, OH and New York City. Ideal candidates will have five (5) to eight (8) years of experience.
About the Role: Successful candidates will work with our business group across several offices, representing lenders and borrowers in varied and complex financial transactions with a particular focus on the financing of private equity acquisitions and both senior and mezzanine debt transactions. Significant prior experience with structuring, documenting, and closing financing transactions in a wide variety of industries required. The ideal candidate will have knowledge and experience with all aspects of complex financing and acquisition transactions on both the borrower and lender sides. Candidates also must have excellent written and oral communication skills, have a team-oriented mentality, and be a motivated self-starter with strong credentials.
Responsibilities:
Participate in management of all aspects of finance transactions, including negotiation, documentation, and closing
Work on sophisticated and complex finance transactions on behalf of clients in the middle-market
Work directly with clients and participate in business development activities
Delegate to and supervise the work of junior associates in the business group
Have opportunities for advancement in a collegial environment
Requirements:
J.D. from an accredited law school with strong academic credentials
At least five (5) years of experience practicing law in a law firm and in-house environment
Active law license in the state where office is located
Strong written and oral communication skills
Excellent analytical skills and business judgement
Demonstrated ability to work effectively both independently and as part of a team
Must have permanent authorization to work in the United States
What We Offer:
Competitive compensation in a collegial, mid-size firm environment
Quality benefits, including medical, dental, vision, and retirement programs
One-on-one career coaching and professional development programming
A supportive culture centered on mentorship, advancement, and innovation
The salary range for this position in New York is $315,000 to $375,000, based on experience, plus opportunities for discretionary and hours-based bonus. The salary range for this position in Cleveland is $207,000 to $235,000 based on experience, plus opportunities for discretionary and hours-based bonus.
Ice Miller LLP embraces a work environment that is collaborative, welcoming, and focused on growth. To maintain our culture, we are committed to building an inclusive workplace where talented attorneys from all backgrounds serve our clients, focus on professional development, and perform to their highest potential. Ice Miller is an Equal Opportunity Employer.
$47k-67k yearly est. Auto-Apply 12d ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Canfield, OH
Bank of America Corporation 4.7
Finance internship job in Canfield, OH
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
* Unlimited potential for financial growth.
* A strong referral base from across the business through our relationship with one in every two households.
* Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
* Robust marketing support to reach wider audiences with greater appeal.
* Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
* Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
* Believes in responsible growth and has a proven dedication to supporting the communities we serve.
* Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
* Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
* Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
* Displays confidence working in a sales role
* Builds strong client relationships through effective communication and collaboration
* Displays a proactive mindset and effective time management
* Demonstrates a results-driven mindset and prioritizes client interests
* Identifies appropriate client solutions through application of learnings and new information
* Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
* Learns and adapts to new technology or applications
* Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
How much does a finance internship earn in Kent, OH?
The average finance internship in Kent, OH earns between $24,000 and $48,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.
Average finance internship salary in Kent, OH
$34,000
What are the biggest employers of Finance Interns in Kent, OH?
The biggest employers of Finance Interns in Kent, OH are: