Finance internship jobs in Lake Magdalene, FL - 183 jobs

LCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services. Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. LCG's team of 100+ professionals work in conjunction with business owners, financial institutions, and active investors to assist them with the changes that occur during all phases of their business or personal lifecycle. Our clients rely on us as their trusted advisors, and we take that responsibility very seriously. LCG Advisors is seeking Analyst Interns to join our Tampa, FL office in the Summer of 2026. This internship offers a unique opportunity to gain exposure to a variety of financial advisory services within a dynamic, client-focused environment. Interns will have the opportunity to learn from experienced professionals and gain hands-on experience in one or more of LCG's divisions, such as: Transaction Advisory Services Business Valuation Investment Banking Strategic Financial Consulting Primary Responsibilities: Responsibilities will vary depending on the assigned division but may include: Supporting buy-side and sell-side financial due diligence engagements for private equity firms, family offices, lenders, and corporations. Assisting with financial statement analysis, data organization, and preparation of client deliverables. Conducting valuation analyses, market research, and industry benchmarking. Preparing, formatting, and maintaining financial models and presentation materials. Assisting senior team members in updating templates, refining internal processes, and maintaining systems such as Salesforce. Participating in internal and client meetings to observe and understand the advisory process. Contributing to a collaborative team environment through professional communication and initiative. Qualifications & Experience: Pursuing MS and/or MBA, or Bachelor's in Finance/Accounting degree in the Tampa Bay Region. Strong academic record with a 3.0 GPA or above. Previous private equity, investment banking, or consulting/transaction advisory experience preferred. Intermediate knowledge of MS Excel, MS PowerPoint and MS Word. Familiarity with Salesforce is a plus. Strong analytical skills with a willingness to learn new things. Resourcefulness, intellectual curiosity, enthusiasm, and a genuine interest in pursuing a career in transaction advisory services. A significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management Excellent verbal and written communication skills. Highly organized, with the initiative and ability to multitask and work with limited supervision as a member of a team. Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN. The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can be found between the ranges noted below in the posting, and an actual offer can vary based upon on role, hiring location, and qualifications. For additional information on LCG's total rewards, visit our website at ********************************* LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

About the job Headquartered in St. Petersburg, Florida, the Dynasty Financial Partners team powers the back and middle office of independent financial advisors within the wealth management industry. Summer Analysts will be assigned to support one or two of Dynasty's business units: Transitions, Relationship Management, Talent/HR, Legal/Compliance, Marketing/PR, Operations, Investments, Technology or Finance. Dynasty Financial Partners works exclusively with a select group of truly independent RIAs to help them better serve their clients and grow their business and enterprise value. We are a premier WealthTech platform for independent financial advisors giving them the freedom, flexibility, and control to better serve their clients. We enhance our Network firms' enterprise value and accelerate growth through our proprietary core service model that provides complete middle and back-office support. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business as well as M&A support to firms looking to grow inorganically or to plan for succession. Dynasty Summer Analyst Program * Duration of program: June 1st - August 7th * Exact responsibilities will vary based on business unit assignment * Business unit assignments will be based on a combination of interview feedback, business needs, and the individual candidate skills/interests * Summer Analysts will report to the Chief of Staff, as well as the head of the business units to which they are assigned Requirements Successful candidates will have the following: * Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint. * Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment. * Excellent communication skills, ability to work with clients closely and effectively. * Detail-oriented and thorough in completing projects/tasks * Intellectual curiosity and critical thinking skills * Self-starter, must have the initiative and ability to complete tasks with minimal supervision At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued. EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. 2026 Operations Summer Analyst About MUFG Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's 10 largest financial institutions according to S&P Global. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. At MUFG, we strive to create an inclusive environment, where everyone's perspective is valued. About Operations: Our Operations for the Americas (Ops) group play a major role in MUFG's mission to become the world's most trusted financial group. Nearly 1,000 colleagues are embedded in every business to support the bank's internal functions. The Operations team is one of the most multifaceted groups within the organization, with variable teams working on an extensive array of projects and engagement for the Bank. As an Operations Summer Analyst, you could have the opportunity to reconcile business transactions, track cash flow, provide services for special commodities and supply chain finance deals , manage loans, or plan/execute/monitor initiatives and projects on a global basis. Join an Operations team where opportunities and internships can turn into full time work in Commercial Loans, Trade Services, Payments, Enterprise Services, Transformation, Regulatory & Governance, or Global Project Solutions. Come learn with us and shape your future! Please see our placements below to learn about some of the different groups you could be a part of this year. About the Internship Valuable Work Experience: Our 10-week summer program provides rising seniors and first year graduate students with hands-on experience and on-the-job learning within a high-paced banking environment. Summer Analysts work on projects and team assignments to build skills and technical expertise in the financial arena. Networking Opportunities : MUFG's Summer Analysts come from a wide variety of schools and backgrounds and are encouraged to collaborate with colleagues and senior leaders firmwide. Summer Analysts can meet and get to know our senior management as they broaden their understanding of the bank and its Operations and Technology functions. Engaging Summer Program : Summer Analysts participate in various summer program activities that offer professional development and business exposure. Our program also offers guided mentorship throughout the summer through an assigned program mentor. Explore Potential Roles and Functions : See first-hand what you thought you may want for a career is truly your passion. You'll not just watch the work, you'll participate. What a wonderful way to validate what you want to do for your next step. Qualifications: GPA of 3.0 or above is preferred Must be graduating in Winter 2026 or Spring 2027 from an accredited college or university. Undergraduate students preferred MUFG will not hire individuals for internships or entry-level positions whose work eligibility is based on their F-1 or other student visa status Must be authorized to work in the United States on a permanent basis and would not require visa sponsorship now, or in the future Eager to use computer skills and strong proficiency in Excel to research solutions to client problems through resolution Exposure to process design/improvement, and/or change management disciplines and experience driving/supporting change initiatives is preferred Strong analytical and research skills Detail orientated Strong verbal and written communications skills Locations. Please apply for the appropriate job posting for each location: Tampa, FL Tempe, AZ Please see below for Placement Groups Summer Internship Roles may include, but are not limited to: Commercial Loans: Member Commercial Loans: Agency Commercial Loans: Middle Office Enterprise Services: Internal Control Unit & Commercial Card Operations Enterprise Services: Productivity Enablers Payments: Data Analyst Payments: Payment, Capital Markets Risk, and Control Team Analyst Global Product Solutions: Deposits Global Product Solutions: Supply Chain Finance Analyst Trade Services: Business Solutions Team Transformation, Regulation and Governance Please see below for Placement Groups Summer Internship Roles Include: Commercial Loan Analyst: Member Individuals in the Corporate & Commercial Loan Reconciliation job function focus on accurate and timely reconciliation of commercial and corporate loans in the system of record. Responsibilities may include reconciling general ledger accounts; balancing bank-controlled demand deposit accounts (DDA); conducting monthly certification of general ledger balances in our system; of record monitoring and reporting on exceptions; and distributing exceptions to commercial loan processing teams. Commercial Loan Analyst: Agency Individuals in the Syndicated Loan Servicing focus on tracking and managing syndicated lending transactions, with the bank as serving as either an administrative agent managing information and cash flow between borrowers and lender banks or a lender in a syndicated transaction or a bilateral deal lending directly to a borrower. Responsibilities may include generating invoices, syndicate activity notifications, reconciling general ledgers; supporting the streamlining and automation of loan settlement and servicing; preparing, reviewing, and managing loan documentation; and processing and closing loans. Commercial Loan Analyst: Middle Office The Corporate Banking Middle Office Analyst is broadly responsible for coordinating complex syndicated and bi-lateral credit lines, and letter of credit transactions for the Corporate Bank's lines of business. The Team works closely with the Relationship and Portfolio Managers, ensuring all required documents, reference data, and critical information are reviewed for operational feasibility, optimal execution mechanics, regulatory requirements and mitigation of operational risk. The team partners with various internal counterparties included but limited to Debt Capital Markets, Portfolio/Relationship Management, Loan and Agency Services, Finance, Legal and Trade Services. Enterprise Services: Internal Control Unit & Commercial Card Operations An internship within the Internal Control Unit offers a robust foundation of all of MUFG's Operations as we provide oversight of all business lines. Through meaningful work assignments, mentorship, and exposure to the operational backbone of MUFG Bank, interns will gain valuable insights and skills that extend well beyond the duration of the program. You will gain exposure to the daily operations related to general ledger reconciliations, commercial card settlements and accounting, and key process improvement initiatives for both teams. This role combines analytical work, practical application of regulatory standards such as GAAP principles, and interaction with multiple departments, making it an ideal steppingstone for a career in finance, audit, compliance, or operations management. Enterprise Services Analyst: Productivity Enablers Working with the Productivity Enablers team will provide the intern with the opportunity to gain experience in process discovery, data-driven analysis, and workflow optimization. They will also be exposed to how to bridge productivity and connectivity by standardizing tools and processes, leveraging analytics, and enabling near real-time insights-all core to the mission of operational efficiency and effectiveness. The project would include Discovery & Learning: Gaining an understanding of how the team operates and how their tools are used to support analysis. Analysis: Evaluate the effectiveness of a specific operational process by working directly with an operations / production team-to identify gaps or inefficiencies, gain hands-on understanding and cross-functional exposure. Process Improvement Plan: Recommend actionable enhancements to the selected process and develop a project plan. Implementation: Collaborating with Prod Enablers/Service Cloud Support, Business Intelligence, IT, and Governance teams to implement workflow improvements aligned with the operations digitization efforts. Payment Analyst: Data Analyst Data analysis in Operations will identify trends and opportunities for improvement within the Payment Operations organization. They will assist with process flows and help streamline existing processes to be more effective. Our summer interns will help monitor deliverables and projects related to risk and bank initiatives. This opportunity will be a valuable experience for any student pursuing a career in the financial services industry. Payments: Payment, Capital Markets Risk, and Control Team Analyst In this role, the Analyst will have the opportunity to interact with colleagues within Americas Risk Management and the Lines of Business and Products Owners while rotating through activities in their assigned area of a given risk discipline. With the goal of learning the components of the MUFG Risk Framework and how it is implemented within the Bank to effectively assess, monitor, and control risk. This includes risk and control reporting, risk awareness execution, control uplift, and issue management Trade Finance Summer Analyst: Business Solutions Team This Summer Analyst position will provide an excellent opportunity to gain exposure to developing Business Analyst and Project Management skills, along with Trade Finance Product knowledge. They will assist in facilitating Business Analyst and Project Management activities for bank operations driven initiatives supported by the Business Solutions Team. Some of the project management responsibilities will include task creation, scheduling, resource management, progress monitoring, defect management and management reporting. Business analyst activities include business requirement gathering, operations workflow analysis, test planning, creation, scheduling, and execution. This opportunity will be a valuable experience for any student pursuing a career in the financial services industry. Operations Risk and Control Governance Analyst In this role, the Analyst will have the opportunity to interact with colleagues within Americas Risk Management and the Lines of Business and Products Owners while rotating through activities in their assigned area of a given risk discipline. With the goal of learning the components of the MUFG Risk Framework and how it is implemented within the Bank to effectively assess, monitor, and control risk. Assist the team in pulling data for reporting, documenting the processes the team is taking on, and assist with RCSA QA work, issue management, and metrics. Global Project Services: Deposits In this role, the Analyst will have the opportunity to gain knowledge in all aspects of the GPS Deposit Support role. They will have the opportunity to work with colleagues in the Transaction Banking division. The Business Analyst will assist with tasks for ongoing projects, which may include business requirement gathering and testing. They will also assist the team in pulling data to troubleshoot issues, using the Business Objects application. This is a great opportunity to learn about various products and services offered at MUFG. Global Project Services: Supply Chain Finance Trade Analyst This position will immerse the candidate in our Supply Chain Finance business and help gain an end-to-end understanding of our SCF business. They would work closely with the various business units and gain in-depth knowledge of our business strategy, bank applications, product services, and process improvement initiatives. This candidate would also directly support current application testing needs, including coordination with IT and project documentation. They would also support the operations department with real time analysis, troubleshooting, and support coordination of any production issues, including root cause documentation. This is an excellent opportunity to gain valuable experience in this rapidly evolving aspect of the financial services industry. Transformation, Regulation and Governance This position will be divided ~50% between 2 key initiatives in the Governance department: Technical Writer and Governance Analyst. Acting as a Technical Writer, the intern is responsible for developing, revising, and maintaining procedure documentation. This position works with the business units and cross-functional teams to write clear and concise technical documentation that aligns with business practices, and conforms to all legal, regulatory and company standards. Acting as a Governance Analyst, they will work independently to solve data automation within the OGC report. This role will work with business intelligence and data analytics team and Governance subject matter experts to analyze, validate, interpret, and utilize data for consumption by business stakeholders to understand the business data needs and drive business process improvements. The typical base pay range for this role is $30per hour depending on job-related knowledge, skills, experience and location. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! Our Core Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to banking operations, strategies, and career opportunities. Interns will collaborate with seasoned professionals within our banking teams, gaining hands-on exposure to operational processes, client engagement, and business initiatives that drive success and community impact. Throughout the program, we prioritize your professional growth, equipping you with the skills and knowledge needed to advance your career. You'll develop a deep understanding of our brand voice and digital culture while engaging in professional development, analytical training, and networking. Key program components include: * Onboarding Week: Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our banking business. * Hands-On Experience: Work alongside high-performing teams, participating in daily activities to build analytical and creative skills, and gain insight into critical banking processes. * Mentorship & Support: Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally. * Speaker Series: Hear from senior leaders about industry trends in banking, and how to maximize your internship experience. * Networking Opportunities: Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives. In This Role, You Will: * Participate in internship program activities, including workshops, training sessions, and special projects. * Conduct market research and analysis to identify client needs and recommend tailored banking solutions. * Assist with data analytics, due diligence on banking platforms, and document reviews to support client engagement and outreach. * Collaborate with product managers, analysts/specialists, and team leaders to contribute to real-time consumer and business initiatives. * Support activities to enhance user engagement and promote banking services through various channels. * Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment. Qualifications and Education Requirements: * Education: 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor's degree in Business Management, Project Management, Information Systems, or a related field; Rising Senior graduating in 2027. * Skills: Proficient in Microsoft Excel, PowerPoint, and Word; strong analytical and creative mindset, and eagerness to learn. * Attributes: Detail-oriented, proactive, and able to work effectively under pressure. Training Requirements: * Complete mandatory new hire compliance training and New Employee Orientation. Physical Demands: * Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This internship provides a unique opportunity to immerse yourself in Core Banking, build a professional network, and develop skills that will propel your career forward. Join us to make a meaningful impact while gaining invaluable experience! WORK ENVIRONMENT This position is onsite in an office environment 5 days a week: 40 hours a week. Equal Opportunity Employer, including disabled/veterans.

Financial Advisor - Tampa, FL Empower Lives. Build Your Future. Thrive in Tampa. Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Tampa, FL, as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity. At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success. What You'll Do: Partner with clients to develop personalized financial strategies and long-term plans. Offer guidance on investments, retirement, insurance, and wealth protection. Build lasting relationships and grow your client base through trust and results. What Makes Us Different: Entrepreneurial Freedom - Be in business for yourself , but never by yourself . Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice. Custom Solutions - Offer a full suite of financial products tailored to individual client needs. Compensation & Benefits: Commission-Based Role - Unlimited earning potential based on your effort and success. Performance-Based Rewards - Your income reflects the value you bring. Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans. Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies). Ongoing Development - Coaching, mentorship, and advancement opportunities. Schedule: Full-Time | Monday-Friday This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially. Responsibilities Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analyses Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications 215 License Needed Series Mass Mutual Company Series 7,6 and SIE preferred Must be in the Miami, FL area Sales Experience Needed Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analysis Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Upside Earning Potential Compensation $65,000 - $100,000+ About Coastal Wealth At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future. Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life. What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.

Are you passionate about finance and eager to make a real impact? Join us as a Financial Advisor at New York Life, where you'll leverage your analytical prowess and exceptional listening skills to guide clients toward financial stability and growth. This role offers a unique chance to craft a distinguished practice within a supportive environment that values your success. You'll be part of a team that prioritizes client interests, backed by our 170 years of industry success and top financial strength ratings. We're looking for individuals skilled in financial analysis, mutual funds, and estate planning. If you're ready to use your communication skills and attention to detail to help clients achieve their dreams, we encourage you to apply. Let's build a strong financial future together, for you and your clients. Analyze clients' financial situations to create tailored strategies that align with their goals effectively. Develop personalized investment portfolios based on clients' specific preferences and requirements. Promote a variety of financial products and services to expand the client base successfully. Cultivate a team-oriented environment and actively seek opportunities for professional development. Customize financial plans according to the client's life stages, professional qualifications, and long-term aspirations. Offer well-informed investment guidance and educate clients on different available options. Recommend appropriate insurance products such as life insurance, annuities, and long-term care insurance to clients. Progress to higher roles as you advance your career within the company. Gain expertise in the financial industry by obtaining certifications from The American College. Wealth Management, Retirement Planning, Business Solutions, and Estate Conservation. Participate in diverse learning experiences, including in-person, virtual, and online training sessions, to enhance skills and knowledge. Holding or being willing to obtain a FINRA Series 6, Series 7 & 63/66 license is highly desirable for this position in Tampa, FL, US. Possessing 2-15 Health & Life Insurance Licenses is a mandatory requirement. Understanding the duties of a Financial Advisor or Consultant is a fundamental aspect of this role. Proficiency in Microsoft Office, financial planning software, Google Suite, CRM systems, and related applications is essential. Exceptional customer service skills are a must, including effective communication, interpersonal abilities, and math proficiency. A degree in business administration, finance, or a related field is a prerequisite for applicants. Commitment to assisting individuals with their financial needs is a key attribute sought. Adherence to ethical practices is of utmost importance in this role. Demonstrating a success-oriented and positive attitude is crucial for success. Showing enthusiasm for the work is highly valued by our team in Tampa, FL, US. Ability to handle pressure in a constructive manner is a necessary skill. Setting long-term goals is vital for growth and development. Being open to guidance and feedback is crucial for continuous improvement. Striving to achieve excellence in all tasks is an expectation in this position.

Take Your Next Step to Success! Work for a Company That Cares About Your Success! We'll Provide the Training and Support to be Successful! and a very nice compensation and benefits package. You will be joining the Most Dynamic “New Financial Firm in the Midwest.” Your Success is Important! A Leadership Team With Over 100 Years of Combined Experience in Helping Producers Significantly Grow Their Practice. Positions available across the region. Proactively reach out to potential customers and offer customized financial strategies. Build relationships with your clients to understand their financial goals and help ensure that they reach them. Build on your current sales skills and financial product knowledge with continued training, coaching, and corporate support. Proactively recommend financial solutions to clients from our wide range of insurance and financial products. This program offers: Extensive client and practice management software platform Strong internal referral system Training/transition allowance Strong payout grid Base compensation plus Additional bonus opportunities and incentive programs Competitive benefits package This firm is very supportive of you and your business and the management team is very hands on. They are committed to their financial professionals and are seeking individuals who are driven, have the desire to build their business, and put their clients' needs first. This is an excellent opportunity to work with a program that wants you to succeed and gives you the tools to do so. So please reply ASAP! Email: recruiterchic@gmail.com Apply online to www.lifetimerecruiting.com “Your Success is Our Future Together” 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

2B+ Independent RIA Dynamic and fast growing 2B+ AUM Wealth Management Firm serving high net worth clientele seeks a Financial Advisor to partner with the Founder in supporting the growth of the Tampa market. Highlights Receive support in closing new business directly from the Founding Partner Extensive marketing budget that drives a continuous stream of warm leads and prospects Significant and above market payouts in perpetuity for self-sourced and firm generated leads Potential for a path to partnership Strong culture of teamwork, work life balance and personal and professional growth Requirements Deeply rooted in the community with local COIs Proven business development skills from an external network required

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Junior Financial Advisor - Client-Focused & Growth-Oriented Tampa, FL Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL Series 65 license (required) If you post this job on a job board, please do not use company name or salary. Experience level: Associate Experience required: 9 Years Education level: All education level Job function: Finance Industry: Financial Services Compensation: $51,000 - $60,000 Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No End Client : Sandy Morris Financial Recruiter Note: Please ensure that all candidates submitted for this role are thoroughly vetted and fully committed to moving forward in the process. Verify that each candidate holds the required active licenses before submission. We will be conducting a phone screening with every candidate submitted. Any discrepancies found in the provided details will result in immediate rejection. Additionally, only local candidates will be considered for this position. Thank you for your support and partnership Full Time: Monday-Friday, 8:30am-4:30pm Were seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leadsno cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities Build relationships with existing clients and help manage their financial portfolios Close new business from warm inbound leadsno hunting or cold outreach Learn and implement the firms financial planning process and client service model Present and manage index annuity and insurance-based investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial planning software Collaborate with senior advisors and support staff to ensure seamless client experiences Stay current on market trends, product offerings, and regulatory updates Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient, organized, and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached Top Skills for Success Financial planning and client service Investment product knowledge (annuities, retirement strategies) Time management and follow-through Team collaboration and adaptability Sales closing and consultative communication Benefits Package 2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees

Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank. * Learn about our treasury management process. * Assist Retail and Lending with analysis of new market. * Assist in identifying opportunities for sales in new market. Required Skills: * Excellent verbal and written communications skills. * Proficiency in Microsoft Office product suite. * Detail oriented and organized. * Ability to work independently or in a team setting. Problem solving skills. * Displays a high level of confidentiality. Required Experience: * High school diploma or GED. * Enrollment in a 2 or 4-year degree program. * Enrollment in a 4-year college or university with a concentration in Economics, Finance or Business preferred.

Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development *This role requires biligual Spanish* Are you a highly motivated and customer-centric individual with a passion for sales and making a positive impact? Do you thrive in a fast-paced environment where your hard work is recognized and rewarded? Look no further! Jenn Rossmiller State Farm is seeking a Sales Representative to join our dynamic and successful team. About Us: At Jenn Rossmiller State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 20 years. Our commitment to providing exceptional customer service and comprehensive insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have access to an extensive range of insurance and financial products, allowing us to offer tailored solutions to our valued clients. About Jenn Rossmiller Local State Farm agent in Riverview, Florida Providing Life Insurance in Tampa Offering Auto Insurance in Brandon Helping with Home Insurance Assisting with Florida Business Insurance Offering Health Insurance Providing Renters and Condo Insurance Helping with Boat and Motorcycle Insurance Kid- & pet-friendly office! Graduate of the University of South Carolina Mother to an energetic daughter! Married to a SUPER AWESOME STATE FARM AGENT! Role and Responsibilities: As a Sales Representative at Jenn Rossmiller State Farm, you will play a vital role in helping our customers protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Consultative Selling: Conducting comprehensive consultations with customers to identify their coverage needs and presenting suitable solutions in a clear and understandable manner. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Licensing Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office Health benefits HOURS 8:30-5:00

Working Title: FINANCIAL EXAMINER/ANALYST II - 43004519 Pay Plan: Career Service 43004519 Salary: $59,000.00 - $62,000.00 (Plus $644.76 CAD) Total Compensation Estimator Tool * OPEN COMPETITIVE EMPLOYMENT OPPORTUNITY* CLASS TITLE: FINANCIAL EXAMINER/ ANALYST II DIVISION: CONSUMER FINANCE BUREAU: ENFORCEMENT CITY: TAMPA COUNTY: HILLSBOROUGH SPECIAL NOTES: Four (4) years of professional examination and/or regulatory work experience relating to financial institutions, financial services companies, insurance companies, securities dealers or investment advisers, mortgage brokers or lenders, or money services businesses is required. A postsecondary degree may be used as an alternative for the years of experience on a year-for-year basis. Preferences: * A bachelor's degree from an accredited college or university with major course of study in accounting, finance, economics, business, insurance, or risk management. * A master's degree from an accredited college or university with a major in finance, business administration, economics, accounting, insurance or risk management or a Certified Fraud Examiner (CFE); Certified Anti-Money Laundering Specialist (CAMS); and/or a Certified Public Accountant (CPA) designation. * One (1) or more years of recent professional experience in analyzing, investigating, examining, or auditing financial data within the consumer finance, banking, insurance, or securities industry, supervision of consumer finance industry personnel or regulations of consumer finance industry or similar experience in another financial services industry subject to complex review, including similar experience within federal, state, or local government. This position requires approximately 25-50% frequent/overnight travel and a valid Driver's License. This position requires a security background check, including fingerprint as a condition of employment. The anticipated annual salary range shall be from $59,000 to $62,000. The starting salary shall be commensurate with the selected candidate's competencies and qualifications. This position may include the addition of a Competitive Area Differential (CAD) of $53.73 monthly/$644.76 annually (Tampa), if applicable. Employees of the Department of Financial Services are paid on a monthly pay cycle. Responses to qualifying questions must be clearly supported by the state application and any omission, falsification, or misrepresentation in the answering of the qualifying questions will be cause for immediate elimination from the selection process. All applicants seeking employment with the OFR are subject to mandatory background checks conducted through the DFS, Bureau of Human Resource Management in accordance with the requirements of chapter 435, Florida Statutes, and reviews by OFR. Applicants may be disqualified for employment based on the information that may be obtained through research and/or OFR's review process. No applicant may begin employment until the background screening results are received, reviewed for any disqualifying offenses, and approved by the Agency. Background screening shall include, but not be limited to, fingerprinting for State and Federal criminal records checks through the Florida Department of Law Enforcement (FDLE) and Federal Bureau of Investigation (FBI) and may include local criminal history checks through local law enforcement agencies. Minimum Qualifications for this position include the following REQUIRED ENTRY LEVEL KNOWLEDGE, SKILLS AND ABILITIES: 1. Knowledge of mathematics. 2. Knowledge of auditing principles. 3. Knowledge of the methods of compiling, analyzing, and presenting data. 4. Knowledge of the techniques utilized in conducting examinations or investigations of financial services companies. 5. Ability to review, analyze, and evaluate data. 6. Ability to examine financial records. 7. Ability to conduct research. 8. Ability to write and prepare reports. 9. Ability to understand and apply laws, rules, regulations, policies and procedures. 10. Ability to probe and obtain critical facts. 11. Ability to utilize problem-solving techniques. 12. Ability to communicate effectively, both verbally and in writing. 13. Ability to establish and maintain effective working relationships with others. 14. Ability to recognize the validity, authenticity, and propriety of operating records. 15. Ability to work independently. 16. Ability to effectively use computer hardware and software. OTHER KSAs (Incumbent may learn on job): * Effectively utilize OFR's database system, REAL BRIEF DESCRIPTION OF DUTIES: 1. Utilize standard exam procedures and methods in the performance and compilation of detailed examinations of financial and related institutions in three or more of the following financial fields regulated by OFR to ensure that all of the provisions of the State statutes and regulations pertaining to the conduct of their activities are complied with: Chapter 494 - Mortgage Brokering and Lending Act Chapter 516 - Consumer Finance Act Chapter 520 - Retail Installment Sales Act Chapter 537 - Title Loan Act Chapter 559 - Commercial and Consumer Collection Practices Act Chapter 560 - Money Services Businesses Act 2. Responsible for preparing and submitting preliminary examination and complaint investigation reports, documentation, and work papers for reviews of the statutes under the purview of OFR. 3. Responsible for preparing and submitting final examination reports, work papers, and documentation. 4. Responsible for reviewing and evaluating institutions' responses to examinations reports and recommending disposition of the file. Responsible for the investigation of written complaints against companies in the financial fields detailed above and submission of a written complaint investigation report. Perform other related duties as required. If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended, or deemed ineligible depending upon the date of your retirement. The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act. VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement. Location:

Company: S.S. White Technologies Inc Location: 8300 Sheen Drive, St. Petersburg, FL 33709 Job Type: Full\-time, Regular Business Hours: 8:00 AM \- 4:30 PM, Monday \- Friday Experience Level: 3+ Years of Experience Number of Openings: 1 Responsibilities: Perform all financial functions associated with assigned Corporate Balance Sheet accounts, including month end closing, estimate and budgetary processes Reconcile and analyze assigned balance sheet accounts Perform certain expense allocations to divisions Prepare year\-end audit support Provide financial and accounting guidance and support to various Corporate departments as needed Perform variance analyses and prepare other ad hoc analyses as requested Assist with special projects Qualifications: Minimum educational level: Bachelor's degree in Accounting or Finance, CPA is a plus 3+ years of experience in a corporate environment Great sense of urgency and the ability to manage multiple deadlines and priorities Great attention to detail Ethical and responsible Benefits: A positive and family\-oriented culture Medical insurance, dental insurance and Long\-Term\-Disability insurance with company co\-payment; Life insurance paid 100% by the company; Vision insurance. 401 (k) plan with company matching. Work visa sponsorship. Who are we? Our Company, S.S. White Technologies Inc., is an internationally renowned manufacturer of aerospace, automotive and orthopedic surgical tools. Founded in 1844, we are one of the oldest manufacturing companies in the United States. Our Company's products are displayed in Smithsonian. S.S. White products are used in 98% of aircraft flying today, numerous surgical instruments, cutting edge industrial applications, millions of automobiles, on the space station and have even gone to the moon!We are a privately\-owned global company with manufacturing facilities in the US, UK, and India. Today, under the leadership of our President\/CEO Rahul Shukla, S.S. White is known as the number one technological leader in the world for flexible shaft products.For more information about our Company and our culture: Coverage about Mr. Rahul Shukla, Fun things at S.S. White. Our Team: We have a reputation for being an innovative, honest and progressive company that deeply cares for its employees. At S.S. White, we believe that our success is a testament to the commitment and excellence of our team. We are a group of hard\-working, honest, ethical and fun\-loving people. We believe in working hard and playing hard. Are you the person we are looking for? Apart from the superb professional qualifications and the outstanding achievements, we are looking for fun\-loving people with interesting hobbies. If you think you fit this profile, please write to an email. Tell us why we should hire you. Tell us something interesting about you that is relatively unique, something that shows us you are fun and interesting and an original thinker. S.S. White is an EEOC compliant employer "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"636310722","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Work Experience","uitype":2,"value":"4\-5 years"},{"field Label":"Industry","uitype":2,"value":"Manufacturing\/Engineering"},{"field Label":"Educational Degree","uitype":1,"value":"Bachelor's Degree"},{"field Label":"City","uitype":1,"value":"Saint Petersburg"},{"field Label":"State\/Province","uitype":1,"value":"Florida"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"33709"}],"header Name":"Financial Analyst","widget Id":"3**********0072311","is JobBoard":"false","user Id":"3**********9763001","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":false,"job Id":"3**********1047031","FontSize":"15","location":"Saint Petersburg","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do"}

About the Role The Financial Analyst analyzes and interprets financial and operating data for business planning and operations management. This position is accountable for providing accurate and timely pre-defined financial reports and detailed analysis on business performance. This role is critical for functional departmental objectives to be met such as forecasting accuracy, functional organizational goals, additional internal metrics, and more, requiring close interaction with functional business leaders. Reports to Senior Vice President of Financial Planning and Analysis Pay Classification Full time, Exempt Responsibilities Provide analytical support and review to management, including P&L projections/forecasts, budgeting, and/or account analysis related to specific areas of the business Deliver financial reports for forecasting, trending, and narrative results analysis for management Utilize best practice models to analyze large amounts of data and share insights Develop and distribute standard and ad-hoc monthly reporting Assist with the development, preparation, and presentation of short and long-range financial plans Assist with complex modeling in various areas of the business as needed Minimum Qualifications EDUCATION Bachelor's degree in finance, accounting, economics or related field EXPERIENCE 0-2 years' experience in finance, accounting, or related field Excel experience preferred SKILLS Good communication skills, able to multi-task, manage shifting priorities and problem solve Self-starter with ability to take initiative, seek information, and work independently Benefits Healthcare, Dental, and Vision Benefits Employer Paid Life Insurance and Disability Insurance EAP - Employee Assistance Program Pet Insurance 401(k) Plan with Employer Matching Competitive Bonus Structure Home Office Reimbursement Certification Reimbursement Personalized Career Coaching Generous Paid Time Off Paid Office Closure December 25-January 1 Vacation Bonus Summer Hours About A-LIGN A-LIGN is the leading provider of high-quality, efficient cybersecurity compliance programs. Combining experienced auditors and audit management technology, A-LIGN provides the widest breadth and depth of services including SOC 2, ISO 27001, HITRUST, FedRAMP, and PCI. A-LIGN is the number one issuer of SOC 2 and HITRUST and a top three FedRAMP assessor. To learn more, visit a-lign.com Come Work for A-LIGN! Apply online today at A-LIGN.com and learn about life at A-LIGN by following us on LinkedIn. A-LIGN is an Equal Opportunity Employer. Minorities, women, disabled, and veterans encouraged to apply!

*Healthcare Financial Analyst (Accounts Receivables) Experience Required* Prosper Infusion is looking for experienced and motivated Healthcare Financial Analyst (AR) to join our dynamic team! The Healthcare Financial Analyst (AR) is responsible for a broad range of billing processes related to paid and unpaid claims. Responsible for contract analysis, reimbursement, denial management, appeals and resolving billing-related issues with insurance companies or other responsible party for services rendered. Commercial, Medicare, FL Medicaid, and Home Infusion billing experience preferred. Major Responsibilities: Ensures daily accomplishments work towards company goals for cash collections and A/R over 90 days, Ready to Bill under 14 days, weekly and month-end close processes, and other departmental goals as outlined. Strong skills and knowledge in collections and timely follow ups with insurance companies for positive outcome is highly recommended. Processes unpaid claims quickly to ensure proper handling by branch and billing personnel; makes necessary demographic changes to reduce rejections of submitted electronic and paper claims. Identifies patterns of non-compliance by branch staff in completing patient registration, supporting billing documentation, and delivery tickets. If applicable, submit secondary billing in a timely manner with appropriate supporting documentation per payer-specific guidelines to ensure expected revenue is allowed. Works within specified deadlines and stressful situations. Works overtime when necessary to meet department goals and objectives. Performs other tasks or special projects as assigned. Education/Experience: High School Diploma or equivalent (GED) required. College degree preferred in accounting or business. Excellent interpersonal, communication and organizational skills required. Ability to prioritize, problem solve, and multitask is required. A minimum of 1-2 years' experience in Home Infusion Pharmacy billing and collections, with a working knowledge of managed care, commercial insurance, and Medicare reimbursement preferred.

Job DescriptionLaunch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nations largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. Were proud of the impact fraternalism makes. Its what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmens education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or youre just getting started, youll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

About the role: As a Financial Analyst at our dynamic organization, you'll play a key role in providing analytical support to a specific functional area, department, or division. Your responsibilities will include developing and maintaining reporting for your assigned area, preparing and analyzing ad hoc operational performance reports, and recommending appropriate courses of action. We're seeking a motivated individual passionate about accounting and financial reporting, eager to excel in our fast-paced, dynamic environment. This role sits on a newly centralized Operational Goaling team within Compensation, Payroll & Goaling, consolidating goaling across Sales and Product Management (PM) and supporting incentive compensation analytics. What you'll do: * Generate and analyze monthly, quarterly, and annual reports, ensuring accurate financial information based on business unit requirements. * Maintain reporting and dashboards using Power BI and Excel; pull and validate data from internal systems/BI to support goaling and performance reporting. * Process SPIFF incentive compensation for business (in partnership with Compensation/Payroll and aligned to goaling). * Collaborate cross-functionally to meet ad hoc needs of the business and finance organization. * Respond to ad-hoc information requests from internal customers and others as assigned. * Translate financial information effectively to colleagues with various skillsets and departments. * Communicate clearly with executive stakeholders on goals, performance vs. goals, and compensation impacts. * Evaluate the financial impact of implemented initiatives across business units and within the finance organization. * Provide ad hoc deliverables for internal and external audit. * Own operational goaling across Sales and PM: validate inputs, load monthly goals on a quarterly schedule, analyze exceptions impacting incentive compensation, communicate updates, and standardize processes. * Maintain punctuality and attendance standards in our professional office environment. * Be open to occasional non-standard work hours or overtime as required. * Perform additional duties as assigned. What we're looking for: * 1 - 2 years' experience necessary. * Open to new graduates in Finance/Accounting; internship/co‑op experience welcome. * Bachelor's Degree required. * Finance or Accounting preferred; other business disciplines considered with relevant finance experience. * Intermediate Excel skills (e.g., PivotTables, VLOOKUP/XLOOKUP; strong attention to detail and data accuracy) required. * Experience with Power BI (building and/or maintaining reports/dashboards) strongly preferred. * SAP Cloud knowledge a plus, but not required. * Comfort working with large datasets across multiple systems; ERP experience (e.g., SAP) a plus. * Ability to execute instructions and request clarification when needed. * Basic clerical and data entry skills. * Proficiency in performing basic mathematical calculations. * Clear communication skills for conveying necessary information. * Comfortable communicating with executive stakeholders; maintains discretion with compensation-related topics. * Commitment to maintaining social, ethical, and organizational standards in conducting business activities. * Ability to build effective working relationships. * Quick learner of new systems and technology. * Basic level proficiency in using relevant computer system applications. Working Conditions: * Professional, office environment. * Hybrid work model: 3 days in office, 2 days remote Key Skills At TD SYNNEX, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact. What's In It For You? * Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle. * Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses. * Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program. * Diversity, Equity & Inclusion: It's not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities. * Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program. * Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives. Don't meet every single requirement? Apply anyway. At TD SYNNEX, we're proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you're excited about working for our company and believe you're a good fit for this role, we encourage you to apply. You may be exactly the person we're looking for! We are an equal opportunity employer and committed to building a team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law. TD SYNNEX is an E-Verify company

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! Our Marketing Communications Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to marketing and communications within banking operations. Interns will collaborate with team members across our MarCom team. You'll develop a deep understanding of our brand voice and digital culture while engaging in professional development, analytical training, and networking. Key program components include: * Onboarding Week: Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our marketing and communications business. * Hands-On Experience: Work alongside high-performing teams, participating in daily activities to build analytical and creative skills, and gain insight into critical marketing and communications processes. * Mentorship & Support: Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally. * Speaker Series: Hear from senior leaders about industry trends in banking marketing and communications, and how to maximize your internship experience. * Networking Opportunities: Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives. In This Role, You Will: * Participate in internship program activities, including workshops, training sessions, and special projects. * Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment. Populate and Organize the Digital Asset Manager (DAM) - main project. * Move assets from our PhotoShelter system to the DAM within Optimizely. Training will be provided. * Add meta data and tags in Optimizely to help with the development of the new website (to be launched in November 2025). Training will be provided. * For this project, the intern will work with the project leader for this effort. (This individual does not exist today - we'll be hiring in first quarter.) Content Development * Develop content that would be applied to various marketing channels (social media, website article, email, etc.) Special Event / Photography Shoot / Etc. * As scheduled, intern would travel to location of event / shoot for onsite experience and support. In-person MarCom Team meeting (July) * To attend all team, in person meeting. Weekly Schedule (We'll have a weekly schedule so they know where they will be going / traveling.) * A session in Jacksonville with our Communications Team. * A session in Columbia with our Social Media / Content Team. Qualifications and Education Requirements: * Education: 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor's degree in Marketing, Communications, Business Management, Information Systems, or a related field; Rising Senior graduating in 2027. * Skills: Proficient in Microsoft Excel, PowerPoint, and Word; strong analytical and creative mindset, and eagerness to learn. * Attributes: Detail-oriented, proactive, and able to work effectively under pressure. Training Requirements: * Complete mandatory new hire compliance training and New Employee Orientation. Physical Demands: * Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. * Must be willing and flexible to travel. This internship provides a unique opportunity to immerse yourself in Marketing and Communications within Banking, build a professional network, and develop skills for your future career. Join us to make a meaningful impact while gaining invaluable experience! WORK ENVIRONMENT This position is a hybrid work environment 5 days a week: 40 hours a week In accordance with Colorado law: Colorado pay for this position is anticipated to be between $31,943.00 - $47,915.00 , actual offers to be determined based on applicant's skills, experience and education. While the anticipated deadline for the job posting is 02-06-2026, we encourage you to submit your application as we may still consider qualified candidates beyond this date. Benefits | SouthState Careers Equal Opportunity Employer, including disabled/veterans.