Company Summary Statement As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. PPL's companies are also addressing challenges head-on by investing in new infrastructure and technology that is creating a smarter, more reliable and resilient energy grid. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve. PPL is a positive force in the cities and towns where we do business, providing support for programs and organizations that empower the success of future generations by helping to build and maintain strong, diverse communities today.
Overview
Why Choose PPL for your Internship?
At PPL, we invest in the next generation of technology leaders through a hands-on internship program in a collaborative, innovative environment. We're seeking a detail-oriented and motivated intern to join our IT Planning & Budgeting team, supporting financial planning, analysis, and reporting for IT capital and operational projects to ensure accuracy and transparency.
Our Finance Business Partners act as strategic advisors to the IT and Innovation business units to meet our financial and strategic objectives, report on financial results, build quarterly forecasts and perform ad hoc analyses. For the summer you will support the team in contributing to month-close deliverables by consolidating financial data in excel, building out comparative and trending analyses, work cross functionally to understand business drivers and articulate findings to IT leadership.
Responsibilities
What You'll Do
* Assist with ad hoc budget research to support planning and forecasting activities
* Perform variance analysis to identify and explain differences between actuals and budget
* Gather and organize financial data from multiple sources for reporting and analysis
* Support the preparation of presentations and summaries for Technology leadership
* Collaborate with cross-functional teams, including IT, Accounting and Finance, to validate data and assumptions
* Help maintain accuracy and integrity of financial models and planning tools
What You'll Learn
* Exposure to IT financial governance processes in a corporate environment.
* Experience working with cross-functional teams and financial systems.
* Mentorship from experienced professionals in finance and IT.
* Opportunity to contribute to meaningful projects that impact business decisions.
Qualifications
Required Qualifications
* Currently pursuing a bachelor's or master's degree in Accounting, Finance, or a related field.
* Minimum 3.00 GPA
* Strong analytical and problem-solving skills
* Excellent attention to detail
Preferred Qualifications
* Proficiency in Microsoft Excel
* Familiarity with financial systems or ERP tools is a plus.
$40k-45k yearly est. Auto-Apply 7d ago
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Summer 2026 Wealth Management Intern
Captrust 3.6
Finance internship job in Allentown, PA
WHO are we looking for?
CAPTRUST is offering a paid
Internship
in our Allentown, PA office that will provide exposure to the inner workings of a fast-paced wealth management and retirement plan advisory firm. This role will be supervised by experienced CAPTRUST Financial Advisors.
Hours: Monday through Thursday 8:30am-5pm & Fridays 9am to 3pm on site in Allentown, PA. This is not a remote or hybrid role.
CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. We require a minimum of 30 hours per week to fulfill the need of the internship. Completing an internship may lead to, but does not guarantee, future full-time employment. Apply today, primary responsibilities may include the following, among others:
Responsibilities
A private wealth case study will be provided in the first week of the program. The interns are required to present the findings/results to the FA Team in the final week
An institutional research project will be required to present the findings to the FA Team in the final week
Learn key professional presentation and relationship building skills
Assist on special projects (internal projects/client specific)
Help team prepare for client meetings
Attend client meetings in a support role
Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning
Support business development activities such as prospecting initiatives, research for potential COIs, creating and analyzing client reports for presentation, and providing client service when needed
Assist in the preparation and review of fee and expense benchmarking analysis and reports for qualified retirement plans
Contribute to new research, project initiatives and ad hoc projects within required deadlines
Learn and develop qualified and non-qualified retirement plan knowledge and skills
Work closely with financial advisors, client service, and peers
Qualifications
Minimum Qualifications:
Actively pursuing Undergraduate/Graduate degree; rising Junior or First-Semester Senior
All School of Business Majors (Accounting, Finance, Economics, Financial Planning or Taxation preferred)
Significant interest in the workings of wealth management and retirement plans
Desired Qualifications/Skills:
Strong critical thinker and self-starter
High-level proficiency in Word, Excel, PowerPoint, Outlook
Excellent communication and writing skills
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
WHERE will you be working?
600 Hamilton St #900 | Allentown, PA 18101
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #internship
This position will remain open until filled.
$65k-128k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Vista Wealth Solutions
Finance internship job in Allentown, PA
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise the clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses.
Build and maintain long-term client relationships based on trust and expertise.
Leverage Vista Wealth Solution's robust network of specialists, including tax, estate planning, business development, and wealth management teams.
Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients.
Maintain all necessary licenses and adhere to compliance standards.
2+ years of experience as a financial advisor, wealth manager, or related role.
Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain).
Strong relationship-building, communication, and analytical skills.
Commitment to ethical, client-centered advice.
$55k-101k yearly est. 60d+ ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance internship job in Allentown, PA
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 34d ago
Financial Analyst
Scandinavian Tobacco Group 4.3
Finance internship job in Bethlehem, PA
If you are currently working in STG, please click on Emloyee Login to apply to our internal positions Apply now 11/3/25 Bethlehem, Pennsylvania, 18015, Financial Analyst The Financial Analyst in Bethlehem, Pennsylvania, will be supporting the North America Online Retail Division. Primary focus will be on analysis and reporting of monthly results, forecasting and budgeting, and general financial analysis to support the online and retail business. The Financial Analyst must have solid knowledge of finance and accounting, preferably with experience related to retail/Ecommerce sales, consumer products, manufacturing and exposure to product pricing and costing. This position reports to the Head of Finance Business Partnering Commercial. The North America Online Retail Business is a segment of Scandinavian Tobacco Group ("STG" or the "Group").
What can you expect as a Financial Analyst at STG NA Online & Retail/Bethlehem Shared Services?
Compiling and reviewing financial results/performance at various levels (Business units, Division, Channels, etc.)
Business planning, budgeting and forecasting
Providing analysis and insight, linking financial information to business strategies
Strong ability to analyze large data sets and summarize appropriately for leadership.
Contributing to key decision making by modeling business cases
Acting as a financial advisor - offering general financial support to commercial decision makers
Undertaking project-based work for specific strategies / business initiatives
Conduct and analyze audits of retail performance; develop analyses/reports to evaluate business unit, brand, and item profitability
Identify business risks and opportunities through analysis and by asking the right questions
Drive simplification of Finance processes, and foster a culture of sharing best practices
Support the preparation of KPI's and financial analysis used for Senior Leadership reviews
Work with Sales and Marketing departments to support pricing and profitability
Perform ad-hoc reporting and analysis as assigned
Your areas of knowledge and expertise (that matter the most for this role):
Bachelor's Degree in Finance or Accounting
3-5 years of financial experience
Excellent PC skills and experience using financial systems (Microsoft Dynamics AX and SAP a plus) as well as Excel and PowerPoint
Strong analytical skills and attention to detail
High business acumen, ability to measure and articulate value
Strong communication and relationship management skills
Demonstrated ability to perform in an environment emphasizing teamwork to meet deliverables
Demonstrated capacity to effectively manage multiple and frequently changing priorities
We value our employees and in addition to our competitive salaries, we offer a competitive benefit package to our talented team members including:
Comprehensive Health Care, Vision & Dental Plan
Flexible Spending Account
Disability Plans
Basic & Supplemental Life Insurance
Additional Supplemental Benefits
Paid Vacation, Paid Time Off (PTO) days, Holidays
401(k) Retirement Saving Plan including a generous Company match
Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit *****************
* Please be informed that this Direct Search is conducted exclusively by the Scandinavian Tobacco Group. We do not accept applications from agencies, and we will not provide compensation for unsolicited CVs.
If you are currently working in STG, please click on Emloyee Login to apply to our internal positions
Apply now
$60k-102k yearly est. 42d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Finance internship job in Allentown, PA
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.
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
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
$53k-86k yearly est. 36d ago
Financial Representative
National Financial Network-Guardian 4.3
Finance internship job in Allentown, PA
Job DescriptionFinancial Representative National Financial Network - NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network ] is looking for individuals like you to join our team as a Financial Representative.
As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.
· Desire to help others achieve their goals and dreams through cultivating long-term relationships.
· Ambitious, entrepreneurial, and looking for career growth and development.
What you'll be doing… · Work with clients to understand their goals, concerns, and current financial information.
Analyze information to create a plan with appropriate strategies, products and services.
· Develop and maintain a base of clients who value your input and guidance.
· Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years.
What we provide… · Development and training-locally, virtually and nationally-to support you as you build your practice with us.
· Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
· Mentorship and joint-work opportunities.
· A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.
· Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Please visit the following to learn more about us…www.
NatFin.
Net Agency of The Guardian Life Insurance Company of America, New York, NY.
The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.
$33k-52k yearly est. 30d ago
Financial Analyst
Heidelberg Materials Us, Inc. 4.5
Finance internship job in Allentown, PA
**Financial/Business Analyst** **About Us** Heidelberg Materials is one of the world's largest suppliers of building materials. Heidelberg Materials North America operates over 450 locations across the U.S. and Canada with approximately 9,000 employees.
**What You'll Be Doing**
+ Analyze financial data and assist in developing presentations that support strategic business decisions Develop and maintain reports, dashboards, and forecasting models
+ Collaborate with cross-functional teams to identify cost-saving opportunities
+ Monitor key performance indicators and recommend improvements
+ Support budgeting and strategic planning processes
**What Are We Looking For**
+ Strong analytical and problem-solving skills with attention to detail
+ Ability to interpret complex data and communicate findings clearly
+ Proficiency in financial modeling and data visualization tools
+ Collaborative mindset with excellent interpersonal and communication skills
+ Adaptability to manage multiple priorities in a dynamic environment
**Work Environment**
This role operates in a professional office setting with occasional visits to plant or operational sites. Standard business hours apply, with flexibility for project deadlines.
**What We Offer**
+ Competitive base salary and participation in our annual incentive plan
+ 401(k) retirement savings plan with an automatic company contribution as well as matching contributions
+ Highly competitive benefits programs, including:
+ Medical, Dental, and Vision along with Prescription Drug Benefits
+ Health Savings Account (HSA), Health Reimbursement Account (HRA) and Flexible Spending Account (FSA)
+ AD&D, Short- and Long-Term Disability Coverage as well as Basic Life Insurance
+ Paid Bonding Leave, 15 days of Paid Vacation, 40 hours of Paid Sick Leave and 10 Paid Holidays
Equal Opportunity Employer - Minority / Female / Veteran / Disabled
**Req ID** JR10012103
**Minimum Pay Rate:** 77,180.00
**Maximum Pay Rate:** 102,900.00
As part of our hiring process, we may use AI-assisted tools to support the screening and evaluation of candidate applications and interviews. These tools help streamline the initial assessment, but all decisions about candidate advancement are made by human recruiters and hiring managers. While technology supports early steps, every interview will be handled by experienced recruiters and hiring managers to provide a personal touch.
$60k-87k yearly est. 12d ago
Financial Analyst
Heidelberg Materials
Finance internship job in Allentown, PA
Line of Business: OtherPay Range: $77,180.00 - $102,899.99
Financial/Business Analyst
About Us Heidelberg Materials is one of the world's largest suppliers of building materials. Heidelberg Materials North America operates over 450 locations across the U.S. and Canada with approximately 9,000 employees.
What You'll Be Doing
Analyze financial data and assist in developing presentations that support strategic business decisions Develop and maintain reports, dashboards, and forecasting models
Collaborate with cross-functional teams to identify cost-saving opportunities
Monitor key performance indicators and recommend improvements
Support budgeting and strategic planning processes
What Are We Looking For
Strong analytical and problem-solving skills with attention to detail
Ability to interpret complex data and communicate findings clearly
Proficiency in financial modeling and data visualization tools
Collaborative mindset with excellent interpersonal and communication skills
Adaptability to manage multiple priorities in a dynamic environment
Work Environment
This role operates in a professional office setting with occasional visits to plant or operational sites. Standard business hours apply, with flexibility for project deadlines.
What We Offer
Competitive base salary and participation in our annual incentive plan
401(k) retirement savings plan with an automatic company contribution as well as matching contributions
Highly competitive benefits programs, including:
Medical, Dental, and Vision along with Prescription Drug Benefits
Health Savings Account (HSA), Health Reimbursement Account (HRA) and Flexible Spending Account (FSA)
AD&D, Short- and Long-Term Disability Coverage as well as Basic Life Insurance
Paid Bonding Leave, 15 days of Paid Vacation, 40 hours of Paid Sick Leave and 10 Paid Holidays
Equal Opportunity Employer - Minority / Female / Veteran / Disabled
$77.2k-102.9k yearly Auto-Apply 12d ago
Automotive Finance and Insurance Professional
Toyota of Stroudsburg
Finance internship job in East Stroudsburg, PA
If you are career-focused and ready to join an organization that values its customers and employees, we want to talk to you!
We offer:
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Life Insurance
Continuous Training Support
Responsibilities of an Automotive Finance and Insurance Professional:
Generates finance product sales penetration.
Generates per unit finance department gross profit.
Generates region leading levels of customer satisfaction.
Generates and maintains a high performance sales focused environment.
Provides customers with thorough explanation of aftermarket products and extended warranties.
Converts cash deals to finance.
Establishes and maintains good working relationships with several finance sources, including the manufacturer.
Processes finance and lease deals accurately and fairly through financial sources to secure approval including offsite deliveries.
Conducts business in an ethical and professional manner.
Processes all federal, state, and dealer paperwork related to vehicle transaction.
Understands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments.
Provides customers with complete explanation of manufacturer, dealership service procedures, and policies.
Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income.
Responsible for all financial transactions including: cash, checks, and money orders.
Requirements
Must have Notary or be willing to complete within first 30 days of employment
Two to three years of finance experience required.
Minimum high school diploma or GED equivalent required.
Excellent communication and customer service skills.
Professional appearance and work ethic.
Self-motivation.
Ability to work within a fast-paced environment.
Valid driver's license and sales license.
Job Type: Full-time
Salary: $15,080.00 - $184,774.02 per year
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Supplemental pay types:
Commission pay
Experience:
Dealership experience: 1 year (Preferred)
Finance & Insurance: 1 year (Preferred)
Work Location: In person
$44k-79k yearly est. Auto-Apply 38d ago
Financial Analyst
MSR Technology Group
Finance internship job in Allentown, PA
Job DescriptionAs a Financial Analyst, you will be responsible to support the plant controller annual budget and monthly forecasting processes • Support Finance Manager in month-end closing and year end (e. g.
costing and inventory related transactions, analysis of variations, fix costs, balance sheet items) • Prepare and analyze cost center reports and discuss with department managers with a special focus on logistics costs • Prepare inventory reserve analysis and process all inventory-related journal entries at month-end • Adapt to conflicting deadlines and priorities established by company demands • Perform other duties/assignments as directed by the Plant Controller Skills Required • Knowledgeable in SAP • Experience in Excel • Ability to work in high pressure and deadline-driven environment Experience Required • Minimum 2 - 3 years' experience in Controlling, Finance, Accounting, or similar discipline Experience Preferred • Experience with SAP FIRE transactions • Experience with PowerBi Education Required • Bachelor's degree in Accounting, Finance, or similar discipline Education Preferred • Master's Degree
$56k-87k yearly est. 17d ago
Sales Financial Analyst
Phillips Pet Food 4.4
Finance internship job in Easton, PA
Location: On-site based in Easton, PA | Employment Type: Full-Time | Department: Finance About the RoleWe are seeking a highly analytical and detail-oriented Strategic Sales Financial Analyst to serve as a key business partner to executive leadership. In this role, you will deliver strategic financial insights that drive sales growth, cost efficiency, margin optimization, and ROI across customer segments and channels. You'll collect, analyze, and report data trends to improve sales productivity and inform critical business decisions.
Core Responsibilities
Financial Modeling & Strategic Analysis
Develop and maintain multi-scenario financial models to support strategic initiatives, customer contract negotiations, and prescriptive analytics, including “next best action” recommendations for sales leads.
Build and maintain P&Ls to track performance of key customers and vendors.
Analyze customer profitability to inform decisions on retention, pricing, or discontinuation.
Provide ROI analysis for sales programs and initiatives.
Sales Performance & Reporting
Present weekly sales results and variance analysis to Sales Leadership.
Collect, evaluate, and produce sales data for management and sales teams on a regular basis and upon request.
Aggregate and verify accuracy of input from sales leads to adjust output as needed.
Evaluate performance against quotas for vendors and sales teams and communicate findings to stakeholders.
Budgeting & Forecasting
Lead the annual sales budget process, aligning forecasting methodologies across departments.
Integrate operational assumptions into corporate planning and ensure consistency in reporting.
Data Management & Automation
Coordinate with IT to automate reporting processes and improve data accessibility.
Provide sales comparison data for acquisitions and strategic planning.
Other Duties
Perform additional responsibilities as assigned to support business objectives.
Core Competencies
Strong mathematical and statistical background.
Ability to interpret complex data and translate into actionable insights.
Comfort working with incomplete information and ambiguity.
Highly organized, detail-oriented, and able to manage aggressive deadlines.
Excellent verbal and written communication skills.
Creative problem-solving with ability to prioritize independently.
Strong quantitative and analytical skills.
Energetic, enthusiastic, and collaborative team player.
Position Requirements
Bachelor's degree in Math, Statistics, Finance, or related field (advanced degree preferred).
Minimum 5 years of experience in finance, forecasting, or a related analytical role, preferably in distribution.
Experience in customer P&L management and profitability analysis.
Advanced Excel skills (macros, pivot tables, VLOOKUP, financial modeling).
Familiarity with data sources and reporting tools such as Microsoft SQL, Power BI.
Proficiency in Microsoft Suite; AS400 experience preferred.
Programming knowledge (SAS, VBA, MATLAB, MINITAB, C++) is a plus.
Why Join Us?You'll play a critical role in shaping financial strategy and driving growth. If you thrive in a fast-paced environment and love turning data into actionable insights, we want to hear from you!
👉 Apply Today and help us transform data into decisions that matter.
Why Join Us?
Opportunity to influence strategic decisions and shape financial performance.
Collaborative, high-impact role with exposure to senior leadership.
Corporate office environment
Pet-Friendly Culture: Bring your furry friends to work and enjoy a pet-loving environment.
Employee Discounts: Exclusive discounts on pet products and supplies.
Comprehensive Benefits: Medical, dental, vision, and 401(k) with company match.
Work-Life Balance: Paid time off, holidays, and flexible scheduling options.
Career Growth: Opportunities for advancement and professional development.
Community Impact: Join a company that supports local shelters and pet welfare initiatives.
About Phillips Pet Food & Supplies
Phillips Pet Food & Supplies is a leading pet product distributor dedicated to delivering quality products and exceptional service to pet retailers nationwide. We pride ourselves on fostering a collaborative, innovative, and pet-friendly culture where employees can thrive and make an impact.
INDPPFS
$59k-94k yearly est. 1d ago
Associate Financial Consultant - Lantern Financial Group
Thrivent Financial for Lutherans 4.4
Finance internship job in Boyertown, PA
Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
Lantern Financial Group is an independent financial services practice of Thrivent in Montgomeryville and Boyertown, PA. We are growing and adding an Associate Financial Consultant to our team. We are committed to turning financial complexity into clarity and confidence through an integrated, team-based approach. We guide clients along their financial journey, illuminating their path toward a purpose-filled life while helping to create a sense of reassurance that they are secure in their financial future. This is a full-time role that requires you to be in the office 5 days per week.
Job Description
As an Associate Financial Consultant, you'll be a resource for our financial advisors and provide support to the clients of Lantern Financial Group including:
* Client relationship building: develop long term, trust-based relationships by listening to client's priorities and financial goals.
* Financial planning: create personalized and actionable financial plans that blend advice with products and services.
* Goal-oriented guidance: help clients navigate financial complexities and life transitions to achieve goals.
* Operations: participate and contribute to providing exceptional client experience that meets highest of standards and regulatory requirements.
* Business development: partner with practice in building new client relationships and sources of revenue through implementation of an integrated marketing strategy.
You will be employed/contracted by Lantern Financial Group.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Our ideal candidate is:
* Independence and drive
* Purpose-driven motivation
* Planning/Organizing
* Analytical Thinker
* Client Focus
* Communication and Coaching Ability
* Interpersonal Skills
* Teamwork and Collaboration
* Adaptability/Flexibility
Requirements
* Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
* 2+ years with Thrivent or equivalent work experience required
* Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor. Must be willing to complete appropriate state training to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative.
* Demonstrated customer service orientation/experience, 2+ years preferred
* Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
* Ability to maintain integrity of sensitive/confidential information
* Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial
* Previous administrative/secretarial experience desired
External/Internal Dependencies
* Must be able to work with all roles of the sponsoring financial advisor
* Must be able to represent the organization in work with external clients
* Must be able to cultivate and maintain relationships with outside organizations
Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Company Summary Statement As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. PPL's companies are also addressing challenges head-on by investing in new infrastructure and technology that is creating a smarter, more reliable and resilient energy grid. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve. PPL is a positive force in the cities and towns where we do business, providing support for programs and organizations that empower the success of future generations by helping to build and maintain strong, diverse communities today. Overview
Why Choose PPL for your Internship?
At PPL, we invest in the next generation of technology leaders through a hands-on internship program in a collaborative, innovative environment. We're seeking a detail-oriented and motivated intern to join our IT Planning & Budgeting team, supporting financial planning, analysis, and reporting for IT capital and operational projects to ensure accuracy and transparency.
Our Finance Business Partners act as strategic advisors to the IT and Innovation business units to meet our financial and strategic objectives, report on financial results, build quarterly forecasts and perform ad hoc analyses. For the summer you will support the team in contributing to month-close deliverables by consolidating financial data in excel, building out comparative and trending analyses, work cross functionally to understand business drivers and articulate findings to IT leadership.
Qualifications
Required Qualifications
Currently pursuing a bachelor's or master's degree in Accounting, Finance, or a related field.
Minimum 3.00 GPA
Strong analytical and problem-solving skills
Excellent attention to detail
Preferred Qualifications
Proficiency in Microsoft Excel
Familiarity with financial systems or ERP tools is a plus.
Responsibilities
What You'll Do
Assist with ad hoc budget research to support planning and forecasting activities
Perform variance analysis to identify and explain differences between actuals and budget
Gather and organize financial data from multiple sources for reporting and analysis
Support the preparation of presentations and summaries for Technology leadership
Collaborate with cross-functional teams, including IT, Accounting and Finance, to validate data and assumptions
Help maintain accuracy and integrity of financial models and planning tools
What You'll Learn
Exposure to IT financial governance processes in a corporate environment.
Experience working with cross-functional teams and financial systems.
Mentorship from experienced professionals in finance and IT.
Opportunity to contribute to meaningful projects that impact business decisions.
$40k-45k yearly est. Auto-Apply 4d ago
Financial Advisor
Edward Jones 4.5
Finance internship job in Milford, PA
This job posting is anticipated to remain open for 30 days, from 05-Jan-2026. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
+ Salary for the first five years as you begin to build your practice²
+ A firm-provided branch office in the community
+ Branch office support to help lighten the load so you can focus on your clients
+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
**You can also expect...**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Compensation:**
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation (*********************************************************************************
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
**Skills/Requirements**
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
**What characteristics would make you a successful financial advisor?**
+ An interest in financial services/markets and how they work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can you see yourself...**
+ Learning to be a financial advisor through our comprehensive training program?
+ Delivering personalized investment and financial solutions to your clients?
+ Taking ownership of your business's growth and success?
+ Meeting professional and personal objectives as they relate to building your practice?
+ Working in and positively impacting your local community?
**Skills/Requirements**
**Candidates should have at least one of the four qualifications bullets listed below:**
+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
+ FINRA registrations required within three months. State insurance licenses will be required.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
\#LI-USFATA
$45k-100k yearly 34d ago
Financial Advisor
Vista Wealth Solutions
Finance internship job in Allentown, PA
Job Description
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise the clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Compensation:
$70,000
Responsibilities:
Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Design customized financial plans suitable for each client based on potential life changes and changing financial needs
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses.
Build and maintain long-term client relationships based on trust and expertise.
Leverage Vista Wealth Solution's robust network of specialists, including tax, estate planning, business development, and wealth management teams.
Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients.
Maintain all necessary licenses and adhere to compliance standards.
Qualifications:
Requires a Bachelor's degree in finance, business administration, or related field
Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
Superior customer service skills, math skills, relationship skills, and communication skills are preferred
2+ years of experience as a financial advisor, wealth manager, or related role.
Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain).
Strong relationship-building, communication, and analytical skills.
Commitment to ethical, client-centered advice.
About Company
Pivotal life events often happen unexpectedly. We take great pride in having helped our neighbors, friends, families, and business owners make sound decisions about being financially prepared for the unforeseen. We prioritize the needs of clients and firmly believe that conducting business ethically fosters long-lasting relationships with the communities we serve.
Since 1886, Vista Wealth Solutions has been guided by a tradition of excellence rooted in the core principles of our creed. Our vision is to be the most trusted and respected insurance and wealth management firm for clients, partners, associates, and the community. Our mission is to create extraordinary opportunities so that dreams can become realities because what matters most to you matters most to us.
$70k yearly 27d ago
Merrill Experienced Financial Advisor
Bank of America 4.7
Finance internship job in Allentown, PA
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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**:**
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.
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
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$53k-86k yearly est. 60d+ ago
Automotive Finance and Insurance Professional
Toyota of Stroudsburg
Finance internship job in East Stroudsburg, PA
Accelerate Your Career as an Automotive Finance & Insurance Pro!
Join Toyota of Stroudsburg's Winning Team!
Are you an experienced Automotive Finance & Insurance Professional looking for a rewarding opportunity with a company that values its people, its customers, and its community? If you're ready to fast-track your career, we want to talk to YOU!
At Toyota of Stroudsburg, we're redefining what it means to be part of an innovative, supportive, and driven team. Here, you'll thrive in a culture rooted in respect, integrity, and passion for excellence while enjoying top-notch benefits and earning potential that puts you in the driver's seat.
Why Choose Toyota of Stroudsburg?
Unmatched Earning Potential: Your hard work will be rewarded!
Comprehensive Benefits Package:
Health, dental, and vision insurance.
Company-paid disability insurance and life insurance.
Supplemental insurance options.
Wellness Perks: Gym reimbursement to keep you feeling your best.
Continuous Growth: Ongoing training and support to help you excel.
What Makes Us Stand Out?
We live by our Core Values, creating an inclusive, high-performance environment where employees love what they do:
Honesty: Trust is our foundation - we do what's right every time.
Helping Others: Empathy and teamwork are at the heart of who we are.
Excellence: We're not just good; we're committed to being the BEST.
Community Impact: We give back to the community that supports us.
Your Role as a Finance & Insurance Pro:
You'll drive success by ensuring top-tier customer satisfaction and delivering seamless financial solutions. Responsibilities include:
Building customer trust by explaining aftermarket products and extended warranties in a clear, professional manner.
Developing and maintaining relationships with finance sources to secure the best deals.
Handling all federal, state, and dealer paperwork with accuracy.
Guiding customers through manufacturer and dealership policies for a stress-free experience.
Creating a sales-driven, performance-oriented environment while maintaining the highest ethical standards.
What You Bring to the Table:
Experience: 3-5 years in F&I at an automotive dealership. We will teach the right candidate!
Education: High school diploma or GED required.
Skills: Exceptional communication, customer service, and professionalism.
Drive: Self-motivated with a "can-do" attitude and ability to excel in a fast-paced environment.
Licenses: Valid driver's and sales licenses required.
Ready to Join the Best? Apply Today!
At Toyota of Stroudsburg, we're more than just a dealership - we're a community that thrives on growth, excellence, and making a difference. Don't settle for ordinary when extraordinary is just one application away!
We are an equal employment opportunity employer that does not discriminate on the basis of race, color, religion/creed, sex, disability, marital status, age, pregnancy, national origin, ancestry, sexual orientation, genetic information, possession of a General Education Development Certificate as compared to a high school diploma, veteran status, or any other characteristic protected by the applicable federal, state or local laws.
Company Summary Statement As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. PPL's companies are also addressing challenges head-on by investing in new infrastructure and technology that is creating a smarter, more reliable and resilient energy grid. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve. PPL is a positive force in the cities and towns where we do business, providing support for programs and organizations that empower the success of future generations by helping to build and maintain strong, diverse communities today. Overview
Why Choose PPL for your Internship?
At PPL, we invest in the next generation of technology leaders through a hands-on internship program in a collaborative, innovative environment. We're seeking a detail-oriented and motivated intern to join our IT Planning & Budgeting team, supporting financial planning, analysis, and reporting for IT capital and operational projects to ensure accuracy and transparency.
Our Finance Business Partners act as strategic advisors to the IT and Innovation business units to meet our financial and strategic objectives, report on financial results, build quarterly forecasts and perform ad hoc analyses. For the summer you will support the team in contributing to month-close deliverables by consolidating financial data in excel, building out comparative and trending analyses, work cross functionally to understand business drivers and articulate findings to IT leadership.
Qualifications
Required Qualifications
Currently pursuing a bachelor's or master's degree in Accounting, Finance, or a related field.
Minimum 3.00 GPA
Strong analytical and problem-solving skills
Excellent attention to detail
Preferred Qualifications
Proficiency in Microsoft Excel
Familiarity with financial systems or ERP tools is a plus.
Responsibilities
What You'll Do
Assist with ad hoc budget research to support planning and forecasting activities
Perform variance analysis to identify and explain differences between actuals and budget
Gather and organize financial data from multiple sources for reporting and analysis
Support the preparation of presentations and summaries for Technology leadership
Collaborate with cross-functional teams, including IT, Accounting and Finance, to validate data and assumptions
Help maintain accuracy and integrity of financial models and planning tools
What You'll Learn
Exposure to IT financial governance processes in a corporate environment.
Experience working with cross-functional teams and financial systems.
Mentorship from experienced professionals in finance and IT.
Opportunity to contribute to meaningful projects that impact business decisions.
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment.
The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role.
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 your position requires SAFE Act registration, you will be 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.
Required Qualifications:
Demonstrates willingness to complete required industry licensing
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
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MD - Easton - 36 N Washington St - Easton (MD4716), US - MD - Salisbury - 1145 S Salisbury Blvd - Salisbury South (MD4724), US - MD - Salisbury - 300 Tilghman Rd - Salisbury Shoppers World (MD4723) Pay and benefits information Pay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
How much does a finance internship earn in Lehigh, PA?
The average finance internship in Lehigh, PA earns between $29,000 and $62,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.