Associate Financial Advisor
Finance internship job in Stoughton, WI
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 400 W Main St, Stoughton, WI
This job posting is anticipated to remain open for 30 days, from 04-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $65000.00
Hiring Maximum: $69100.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Finance Internship (Summer 2026)
Finance internship job in Whitewater, WI
MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success.
Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level)
Program Overview
Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain:
Hands-on experience in financial analysis, reporting, and business operations.
Mentorship and guidance from experienced industry leaders.
A professional network across functions and facilities.
Career-ready technical and professional skills.
When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered.
What You'll Do
As a Finance Intern, you will:
Assist with financial planning, budgeting, and forecasting activities.
Support monthly and quarterly reporting by preparing data and analysis.
Conduct variance analysis to compare actuals against forecasts.
Partner with business units to understand financial drivers and performance.
Complete a capstone intern project and present results to leadership.
Qualifications
We're seeking motivated students who are ready to learn, grow, and contribute:
Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field).
Minimum 3.0 cumulative GPA (on a 4.0 scale).
Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus.
Strong analytical, problem-solving, and communication skills.
Collaborative mindset with a willingness to take initiative.
Ability to work on-site at one of our locations for the duration of the program.
Compensation & Benefits
Competitive hourly pay.
Skill development through hands-on learning.
Structured mentorship and feedback.
Networking opportunities with peers and professionals.
Experience presenting to leadership at program completion.
Intern - Financial Analysis - Software Support Contracts, Services
Finance internship job in Madison, WI
Intern - Financial Analysis - Software Support Contracts Workplace Type: Onsite Business Unit: SIG Responsibilities Are you innovative, engaged, professional, customer-focused and profit-driven? Are you ready to join an organization wherein you can utilize your knowledge and skills to drive company profitability and support our customers? We have a unique internship opportunity available in our Maintenance Contracts team in Huntsville, AL. Software maintenance support is a key component of the profitability of the organization. This position will prepare customer pricing and proposals for software support contracts. He/she will proactively quote upcoming renewals for our customers, working with them to ensure the proper products are actively supported. This team engages with our customers frequently, negotiating pricing and ensuring timely order finalization and collections of receivables.
Providing excellent customer service, while protecting company profitability, is vital to the success of this candidate. Candidates should also possess strong analytical skills, be a forward-thinking problem-solver, and have a high attention to detail and accuracy.
Responsibilities:
* Proactively communicate with customers to renew their existing service, create opportunities and provide renewal quotes, overcome objections and adjust pricing or configuration as needed
* Utilize Microsoft Excel, especially Pivot tables, Sum functions and Vlookups, to calculate margins, forecast future renewal revenue and review customer assets
* Track and provide status updates on all open opportunities to upper management and forecasting team
* Maintain accurate and timely information within CRM and ERP systems
* Create third party quotes and purchase requisitions as needed
* Work closely with many internal teams, including Bids & Proposals, Accounting, Project Accounting, and Financial Planning & Analysis to provide visibility into ongoing negotiations, future renewal opportunities and revenue impacts
* Uncover additional training opportunities and process improvements through day-to-day processes and act as subject matter expert for system enhancements
* Communicate with customers in a professional, concise, and effective manner
* Maintain all customer assets and Service Contracts to ensure customers receive the support they need
* Must be able to work in-office a minimum of 40% of scheduled time in accordance with Hexagon's Remote Work Policy
Education / Qualifications
* B.S. in Accounting or Finance (planned)
* Minimum GPA 3.0
* Must be able to work 20-40 hours per week for a minimum of 3 months
* Excellent oral and written communication skills
* Highly proficient in Microsoft Office Suite, especially Outlook and Excel
* Experience in Salesforce, Oracle CPQ and/or Costpoint a plus
About Hexagon
Hexagon is the global leader in enterprise software, empowering organizations to build a safer, more sustainable and efficient future. We transform complex data into actionable insights that drive smarter decisions, modernize operations and accelerate digital maturity across industries that matter most - public safety, defense, transportation, government, industrial facilities and physical security.
Hexagon (Nasdaq Stockholm: HEXA B) has approximately 24,800 employees in 50 countries and net sales of approximately 5.4bn EUR. Learn more at hexagon.com.
Why work for Hexagon?
At Hexagon, if you can see it, you can do it. Hexagon puts their trust in you so that you can bring your ideas to life. We have emerged as one of the most engaged and enabled workplaces*. We are committed to creating an environment that is truly supportive by providing the resources you need to fully support your ambitions, no matter who you are or where you are in the world.
* In the recently concluded workplace effectiveness survey by Korn Ferry, a global HR advisory firm, Hexagon, has emerged as one of the most Engaged and Enabled workplaces, when compared to similar organizations that Korn Ferry partners with.
Everyone is welcome
At Hexagon, we believe that diverse and inclusive teams are critical to the success of our people and our business. Everyone is welcome-as an inclusive workplace, we do not discriminate. In fact, we embrace differences and are fully committed to creating equal opportunities, an inclusive environment, and fairness for all.
Respect is the cornerstone of how we operate, so speak up and be yourself. You are valued here.
Apply now
Financial Advisor
Finance internship job in Middleton, WI
Job DescriptionWe are representing a Wisconsin-based financial planning firm wanting to add a Financial Advisor within the state of Wisconsin. The company is based in Madison, but you can be located anywhere in the state of Wisconsin. You will play a critical role in expanding our client base by prospecting, presenting, and closing new business centered around investment and retirement solutions. You'll also help service and retain existing client relationships, delivering customized financial strategies that reflect our commitment to long-term wealth management and client success.
What Sets Us Apart:
We are a culture-first firm: independence, collaboration, and personal accountability drive our success.
Advisors receive weekly coaching and development support to enhance both their sales and planning capabilities.
You'll work with a high-performing, client-centric team and have the systems and infrastructure to support your growth.
Your Primary Focus:
Drive new client acquisition through prospecting, networking, and proactive outreach.
Sell financial securities products including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs.
Lead discovery meetings and deliver compelling investment solutions based on a thorough understanding of client goals.
Build and maintain trusted, long-term client relationships through effective communication and ongoing service.
What We're Looking For:
Minimum 5 years of experience as a fully licensed, production-oriented Financial Advisor
Active FINRA Series 7 and 66 licenses (required)
Proven track record in securities sales and client acquisition
Strong knowledge of investment vehicles, retirement planning, and holistic financial planning
Bachelor's degree or higher
Proactively build your own book of business through sales-driven outreach and relationship-building
Develop personalized financial plans across retirement, investment management, estate strategies, and more
Stay current with industry trends, compliance requirements, and market movements
Use financial planning tools to support client recommendations and investment tracking
Collaborate with internal teams and leadership to continuously improve the client experience
We take pride in helping clients who've worked hard to achieve their financial goals. Our team is built on mutual respect, high standards, and shared success. If you are driven, coachable, and thrive in a high-trust, entrepreneurial culture, we want to meet you.
Compensation & Benefits:
Competitive base plus performance-based bonuses
Full benefits package including:
401(k) with match
Medical, dental, vision, and life insurance
Paid time off and parental leave
Relocation assistance
Flexible work schedule
Entry Level - Financial Advisor - WI, Madison (2636)
Finance internship job in Madison, WI
Skills & Experience
Education\: Bachelor's degree or equivalent skills and work experience
Licensing\: State Life & Health, SIE, Series 7, Series 66
Personal Attributes\: values-driven with a track record of success and accomplishment
Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence
Mindset\: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration\: ability to work with and learn from top performers
Work Authorization\: must be authorized to work in the United States
Training & Development
FINRA Sponsorship\: provided for required FINRA licensing
Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training
Virtual University\: access to Equitable Advisors' Virtual University for continuous learning
Mentorship\: opportunities for joint work and mentorship
Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development\: access to Leadership Development School for those with management ambition
Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations
Location\: In-office presence required
Work-Life Balance\: Flexible schedule to maximize productivity and personal time
Auto-ApplyEntry Level - Financial Advisor - WI, Madison (2636)
Finance internship job in Madison, WI
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
* Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
* Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
* Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
* Location: In-office presence required
* Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
* Education: Bachelor's degree or equivalent skills and work experience
* Licensing: State Life & Health, SIE, Series 7, Series 66
* Personal Attributes: values-driven with a track record of success and accomplishment
* Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
* Mindset: entrepreneurial spirit with a desire to positively impact others' lives
* Collaboration: ability to work with and learn from top performers
* Work Authorization: must be authorized to work in the United States
Training & Development
* FINRA Sponsorship: provided for required FINRA licensing
* Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
* Virtual University: access to Equitable Advisors' Virtual University for continuous learning
* Mentorship: opportunities for joint work and mentorship
* Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
* Leadership Development: access to Leadership Development School for those with management ambition
* Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
* Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
* Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
* Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
* Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Athletic Leadership Internship
Finance internship job in Madison, WI
Are you in a leadership position but aren't quite sure how to take your team to the next level? The Everlight Solar Athletic Leadership Internship highlights what makes great leaders great…and also where struggling teams are falling short. Built with the need for strong future leaders in mind, the Everlight Solar Sports Leadership Internship is the perfect opportunity to hone your skills as a leader through gaining a solid understanding of sales and sales leadership and truly become a master of captaining your team.
This is a paid Internship with robust academic requirements and rigorous education that provides students an opportunity to achieve critical learning outcomes while receiving equal and full pay, alongside our industry leading sales team.
Fundamental principles include:
Developing strong problem-solving skills via shadowing top company reps and actively attending company training sessions.
Acquiring key interpersonal (soft) skills such as effective non-verbal and para-verbal communication, negotiation, closing the sale and overcoming customer objections.
Understanding business leadership practices such as market analysis, KPI reporting, technology trends and interpreting gathered data to make informed business decisions.
Creating a network of industry professionals not only to serve as mentors but also to develop opportunities for continuing in the workforce post-graduation.
Personal development via participation in company book reviews, practicing mental discipline and striving to perform better tomorrow than today.
Prerequisites and Requirements
Currently enrolled within a relevant accredited undergraduate or graduate program.
Minimum of one or more years of coursework towards a Bachelor's Degree in relevant program.
Proficient with iOS and mobile software programs.
Excellent interpersonal, organizational, written, and verbal communication skills.
Capability of memorizing and comprehension of industry-critical information.
Self-Starter and flexibility to work varied hours.
Ability to locate for the extent of the internship
Legally authorized to be employed in the United States.
Benefits:
Highest earning potential in residential sales
Defined, merit-based career path
Advancement to management based on performance
Incentives program includes: iPhone 15, Apple Watch, AirPods, and more
$60,000-$150,000/ year
Everlight Solar is proudly an Equal Opportunity Employer. We value diversity of all types and are excited to work with talented individuals from a wide range of backgrounds. Everlight is committed to inclusion and we invite people of any race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, nationality or sex, age groups (18+), and levels of education to apply. Authorized to work in the US and background check required.
Investment Risk Analyst Intern
Finance internship job in Madison, WI
OUR AGENCY Make a Difference SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System (WRS) and other separately managed funds. With about $156 billion in total assets under management, SWIB has been recognized by the investment industry for its teamwork and innovation that helps make it a premier asset manager. Sophisticated investment management strategies, forward-looking technologies, and strong internal asset management make SWIB a leading investment organization.
For public employees in Wisconsin, SWIB is a unique and valuable partner. Investing for the financial security of more than 691,000 individuals - and for the 1,607 Wisconsin employers who contribute on behalf of their employees - SWIB's strong management of the WRS has helped fuel one of only a few fully funded public pension funds in the country. SWIB's long-term investment returns meet the challenges of a constantly evolving investment landscape while helping grow and protect the assets of the WRS, which is consistently among the top 10 largest public pension funds in the U.S.
We are a mission driven organization and the participants we serve are our mission. By bringing a disciplined, prudent, and innovative approach to market opportunities, SWIB has been successful in generating reasonable returns and maintaining the trust of the beneficiaries and stakeholders of the funds we oversee.
Real World Experience
This is your opportunity to gain professional experience working for one of the nation's top public pension fund investment organizations. We are looking for a dynamic, energetic intern who is eager to be a part of our dedicated team. SWIB's intern program offers an opportunity for you to put your skills to use while at the same time to learn new skills in a professional environment. Our internship program is designed to provide meaningful work through hands-on, authentic, professional experiences.
About the Team
Our Risk Management Division will assess, evaluate, and monitor both Investment Risk, Counterparty Risk, Liquidity Risk, and Operational Risk, and establish dashboards of key risk metrics to report to Executive Director/Chief Investment Officer (ED/CIO), Investment Committee and Supervisory Board. This division will report directly to the ED/CIO. The team is responsible, through strong collaboration, for assessing, monitoring, reporting, and evaluating risks throughout the organization.
Essential activities:
* Understand the Investment Management business and develop knowledge of the investment management portfolios/strategies, investment processes and Risk management processes.
* Investment Risk Intern will work on projects related to the investment risk management reporting and processes to ensure consistency and accuracy.
* Intern will work to develop and update procedures and controls for the investment risk function.
* Intern will work to design risk report templates and produce accurate risk reports for Investment Committee and daily investment risk.
* Intern will work to on ad-hoc risk analysis projects on an ex-post and ex-ante basis.
The Ideal candidate:
* Ability to work in Madison, WI for an approximate 10-week period beginning late May/early June 2025.
* An advanced degree in finance, computer science, math, statistics, or related field. CFA/FRM/PRM will be a plus.
* Work experience related to risk analytics or investment risk management work supporting risk systems will be a plus.
* Knowledge of risk systems (including FactSet, Aladdin, Risk Manager) is desirable.
* Experience in ideally gained at the multi-asset level within a buy side investment manager.
* Experience in working with/understanding the various lifecycles of data management, extraction, loading, transformation to its applications in risk measurement and reporting.
* Working knowledge in composing SQL queries and handling large structured and financial data sets.
* Working knowledge of programming skills in Python, VBA etc. will be a plus.
* Quantitative and statistical analysis skills is a plus.
* Excellent verbal and written communication skills
* An ability to be adaptive and thrive in a fast-paced, changing environment
* Superb work ethic, attention to detail, team orientation, and commitment to excellence
* Team player - ability to work independently as well as work as part of a team.
* Flexible - ability to work in a rapidly changing environment and to tight deadlines.
Join HIGHER PERFORMERS
Home to Top Talent
SWIB's professionals shape sophisticated investment management strategies, by driving progressive technologies, and by delivering strong internal asset management results. SWIB's internal team invests approximately 50% percent of its assets under management in house. As a result, Institutional Investor recognizes SWIB as "home to top talent in American public investing."
"The organization has earned a reputation for investment excellence in part by running much of its portfolio successfully in-house versus outsourcing to Wall Street" - Institutional Investor.
Investment Risk Analyst Intern
Finance internship job in Madison, WI
Making a Difference
The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $162 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds. Through SWIB's effective and innovative investment management, WRS remains one of the only fully funded US public pensions. The WRS consistently ranks among the 10 largest public pension funds in the U.S. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB.
Serving more than 692,000 beneficiaries of the WRS, SWIB is a mission-driven organization focused on providing a strong financial future to those who committed their careers to public service. For public employees and the 1,607 Wisconsin employers who contribute on their behalf, we are a trusted partner. Our team innovates continuously to meet the challenges of an evolving investment landscape while growing and protecting the assets of the WRS.
SWIB provides a strong, steady economic pillar for the state of Wisconsin by growing the trust funds under its management, managing risk, and optimizing costs of the long term. We are a mission-driven organization and the participants we serve are our mission. By bringing a disciplined, prudent, and innovative approach to market opportunities, SWIB has been successful in generating required returns and maintaining the trust of the beneficiaries and stakeholders of the funds we oversee.Home To Top TalentOur high-performing staff is key to what makes us a premier investment manager. SWIB is committed to investing in talented professionals to implement our robust, sophisticated investment strategies and to keep the organization at the forefront of the investment industry. We encourage innovation and offer professional development opportunities to help staff sharpen and expand their skills. Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders.
Job Description:
About the Team
Our Risk Management Division will assess, evaluate, and monitor both Investment Risk, Counterparty Risk, Liquidity Risk, and Operational Risk, and establish dashboards of key risk metrics to report to Executive Director/Chief Investment Officer (ED/CIO), Investment Committee and Supervisory Board. This division will report directly to the ED/CIO. The team is responsible, through strong collaboration, for assessing, monitoring, reporting, and evaluating risks throughout the organization.
Essential activities:
Understand the Investment Management business and develop knowledge of the investment management portfolios/strategies, investment processes and Risk management processes.
Investment Risk Intern will work on projects related to the investment risk management reporting and processes to ensure consistency and accuracy.
Intern will work to develop and update procedures and controls for the investment risk function.
Intern will work to design risk report templates and produce accurate risk reports for Investment Committee and daily investment risk.
Intern will work to on ad-hoc risk analysis projects on an ex-post and ex-ante basis.
The Ideal candidate:
Ability to work in Madison, WI for an approximate 10-week period beginning late May/early June 2026.
An advanced degree in finance, computer science, math, statistics, or related field. CFA/FRM/PRM will be a plus.
Work experience related to risk analytics or investment risk management work supporting risk systems will be a plus.
Knowledge of risk systems (including FactSet, Aladdin, Risk Manager) is desirable.
Experience in ideally gained at the multi-asset level within a buy side investment manager.
Experience in working with/understanding the various lifecycles of data management, extraction, loading, transformation to its applications in risk measurement and reporting.
Working knowledge in composing SQL queries and handling large structured and financial data sets.
Working knowledge of programming skills in Python, VBA etc. will be a plus.
Quantitative and statistical analysis skills is a plus.
Excellent verbal and written communication skills
An ability to be adaptive and thrive in a fast-paced, changing environment
Superb work ethic, attention to detail, team orientation, and commitment to excellence
Team player - ability to work independently as well as work as part of a team.
Flexible - ability to work in a rapidly changing environment and to tight deadlines.
Auto-ApplyAdvisor, Finance Operations (Medical Customer Rebates)
Finance internship job in Madison, WI
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions
+ Calculation of rebates for accruals and payouts
+ Preparing audit packages and submit for approval
+ Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts
+ Provide detailed reporting for completed payouts
+ Validating GPO Admin fee data for monthly payouts
+ Own and manage any Admin Fee escalations to resolution
+ Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely
+ Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders
+ Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts
+ Maintain and enhance SOX internal control structure
+ Help support current payout and reporting requests and processes
+ Work with manager on more complicated customer and transaction activities
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred
+ Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP)
+ Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP 1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Advisor
Finance internship job in Watertown, WI
Application Deadline:
01/30/2026
Address:
205 N 2nd Street
Job Family Group:
Wealth Sales & Service
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners.
Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Implements a relationship management plan in collaboration with the lead relationship manager.
Determines client needs and provides solutions though the sales of managed products and services.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance and addresses any issues.
Designs and produces regular and ad-hoc reports, and dashboards.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
Provides input into the planning and implementation of operational programs.
Executes work to deliver timely, accurate, and efficient service.
Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.
Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Supports the development and promotion of a business/group program.
Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.
Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.
Implements a relationship management plan in collaboration with the lead relationship manager.
Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.
Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Identifies and recommends ways to enhance the client experience.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
Life and Health Insurance Producer's License.
Completed LTC Continuing Education Requirements.
Strong working knowledge of financial industry.
In-depth experience working with managed products and providing fee-based advice.
In-depth understanding of deposit and loan (including mortgage) products and banking services.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary:
$51,800.00 - $95,900.00
Pay Type:
Salaried & Commission
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyFinancial Advisor
Finance internship job in Janesville, WI
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyFinancial Solutions Advisor Registration Candidate - Sun Prairie Financial Center
Finance internship job in Madison, WI
Madison, Wisconsin **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*****************************************************************************************************************************************************
**Job Description:**
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 an 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.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
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 your immediate termination.
_This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law._
**We'll help you:**
+ Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
+ Get training and one-on-one coaching from Academy managers who are invested in your success.
+ Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
+ Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
+ Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications**
+ Aptitude in obtaining required industry licenses.
+ Must be self-disciplined in managing time and capacity.
+ Experience in cultivating client relationships, accessing needs and recommending solutions.
+ Success creating strong peer relationships through effective communication and collaboration.
+ Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
+ Executes multiple tasks simultaneously.
+ Learns and adapts to new technology or applications.
**Desired Qualifications**
+ Currently holds FINRA Securities Industry Essentials (SIE)
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
**Skills**
+ Client Experience Branding
+ Client Solutions Advisory
+ Investment Management
+ Pipeline Management
+ Referral Management
+ Client Management
+ Customer and Client Focus
+ Portfolio Management
+ Prospecting
+ Referral Identification
+ Business Acumen
+ Executive Presence
+ Oral Communications
+ Risk Management
**_Weekly Schedule: Monday thru Friday, with rotating Saturdays required_**
**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.
Financial Clearance Specialist (40 hours per week) # 3368
Finance internship job in Reedsburg, WI
Job DescriptionSalary:
Monday - Friday
8AM-4:30PM
40 hours per week!
The Financial Clearance Specialist (FCS) is responsible for the collection of RAMC estimated patient liabilities and outstanding account balances by way of personal contact, phone calls, and written correspondence. He/she is always maintaining the positive public relation image of Reedsburg Area Medical Center, Inc. and its clinics.
Education and Training Required:
High school graduate or equivalent.
Experience:
Previous medical collections/credit experience, desired or other relative experience considered.
Special Knowledge, Skills and Abilities:
Computer skills.
Good verbal/written communication skills.
Ability to greet employees/visitors in a courteous and respectful manner with positive interpersonal skills.
Ability to work with minimum direct supervision.
Benefits:
RAMC offers an extensive benefits package to meet the needs of our employees and families.
We are committed to fostering a supportive and balanced work environment that encourages professional growth and personal well-being. Our focus on employee health and satisfaction is a cornerstone of our success.
Financial Analyst
Finance internship job in South Beloit, IL
Rock Energy Cooperative, located in South Beloit, IL, is seeking a talented and dedicated individual to join our team as a Financial Analyst in our Energy Services Department. This role is ideal for a highly analytical professional with strong communication skills and a passion for numbers, reporting, and process development. The successful candidate will thrive in a member-focused environment, demonstrating the ability to engage effectively with a diverse range of individuals. As part of our growing Energy Services Department, this position plays a key role in supporting our mission to deliver exceptional customer service and uphold the highest standards of professionalism. Rock Energy Cooperative provides stability for our employees. We have been serving our members since 1936.
Essential Functions:
Ensure accurate and timely bill creation, verifying that all rate calculations are correct and utility regulations are followed
Create, delegate, analyze and process a variety of reports
Review, analyze and remedy meter data across all applications
Lead accounts receivable and collection efforts
Assist members with energy conservation, rate schedule options and usage analysis
Advise, educate, and assist members with newer technologies such as smart meters, distributed generation and electric vehicles
Oversight of the consumer information system
Other tasks and duties as assigned by Energy Services Manager
Qualifications:
Bachelor's degree in Business, Finance, Mathematics or related field
Expert level knowledge in Excel and strong skills in Office 365
Experience in accounts receivable and collections
Exceptional customer service and de-escalation skills
Utility experience desired
Database experience preferred
Must have and maintain a valid driver's license
Must have reliable transportation to and from work
Reside within one hour driving distance of work location
Ability to sit, stand, push, pull, walk, stoop, bend, reach above the shoulders, and occasionally lift up to 25 lbs.
Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust and focus
Able to drive to all REC office locations and within a 25-mile radius of the South Beloit location if needed
Regular daily in-person attendance is required
Competencies:
Extreme attention to detail
Excellent verbal and written communication skills
Ability to quickly learn new software programs
Ability to learn complex processes, rules, and regulations
Ability to multi-task
Ability to navigate multiple software interfaces simultaneously
Knowledge and ability to use office equipment
Strong work ethic
Dependable
Strong customer service skills
Friendly and positive attitude
** Pre-employment drug-testing and physical required
Schedule:
This is an in-person position
Monday through Friday (excluding some holidays)
7:30 am - 4:00 pm
Work Location:
South Beloit, IL (100% In-person)
Salary:
$63-70,000 per year
Benefits:
Medical, prescription and dental benefits at a 85%/15% employee split
401K with 4% employer contribution
Employer funded pension plan
Job Type:
Full Time
Expected Hours:
40-50 per week
Company:
Rock Energy Cooperative, established in 1936, is a not-for-profit utility distributing safe and reliable electricity and natural gas to approximately 20,000 households and businesses across its nine-county service area in northern Illinois and southern Wisconsin.
We Make it Easy
Founded in 1901, MRA is a nonprofit employer association that serves more
than 4,000 employers, covering more than one million employees.
As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.
We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.
Auto-ApplyFinancial Professional - Retirement Benefits Group - WI, Madison (3632)
Finance internship job in Madison, WI
**Join Equitable Advisors\: A Pathway to Possibilities and Positive Impact**
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
Client Engagement\: Cultivate and expand your network within established markets
Products and Services Consultation\: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation\: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance\: Flexible schedule to maximize productivity and personal time
Location\: Working outside the office in local schools and municipalities
Skills & Experience
Education\: Bachelor's degree or equivalent skills and work experience
Licensing\: State Life & Health, SIE, Series 7, Series 66
Personal Attributes\: values-driven with a track record of success and accomplishment
Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence
Mindset\: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration\: ability to work with and learn from top performers
Work Authorization\: must be authorized to work in the United States
Training & Development
FINRA Sponsorship\: provided for required FINRA licensing
Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training
Virtual University\: access to Equitable Advisors' Virtual University for continuous learning
Mentorship\: opportunities for joint work and mentorship
Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development\: access to Leadership Development School for those with management ambition
Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Base Salary\: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus\: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)
Auto-ApplyBusiness Value-Creation Internship
Finance internship job in Madison, WI
Looking for a way to get an edge on your competition? The Everlight Solar Business Value-Creation Internship is geared toward individuals interested in understanding the fundamentals of business development and scalability. Now more than ever, employers need individuals who can think critically, confidently take massive action, and add value to the company in everything they do.
In order to create an environment of education and learning retention, this internship utilizes innovative didactic methods, placing candidates in a real-world sales position alongside rigorous academic learning and assignments which are implemented by the mentor through daily meetings, daily filmed feedback in group training-sessions, and weekly academic/positional outcome reviews and collaborative planning. The student's multi-disciplinary learning will cover relevant areas of marketing, business, psychology, neuroscience, and the social sciences. Emphasis will be placed on real-world application of learning. The Internship will provide exposure and involvement with the clean energy industry, state programs and federal initiatives. The Internship is a temporary assignment that will be completed over a continuous 12 to 16 week period with options for extended assignments for select candidates displaying exceptional aptitude and mastery of critical objectives.
This is a paid Internship with robust academic requirements and rigorous education that provides students an opportunity to achieve critical learning outcomes while receiving equal and full pay, alongside our industry leading sales team.
The Business Value-Creation Internship centers on these core objectives:
Networking with industry professionals
Developing key interpersonal (soft) skills such as effective non-verbal and para-verbal communication, negotiation, closing the sale and overcoming customer objections.
Acquiring strong problem-solving skills via 1-on-1 training with top company reps and actively attending company training sessions.
Establishing a firm understanding of business practices such as market analysis, KPI reporting, technology trends and interpreting gathered data to make informed business decisions.
Personal development via participation in company book reviews, practicing mental discipline and striving to perform better tomorrow than today.
Prerequisites and Requirements
Currently enrolled within a relevant accredited undergraduate or graduate program.
Minimum of one or more years of coursework towards a Bachelor's Degree in relevant program.
Proficient with iOS and mobile software programs.
Excellent interpersonal, organizational, written, and verbal communication skills.
Capability of memorizing and comprehension of industry-critical information.
Self-Starter and flexibility to work varied hours.
Ability to locate for the extent of the internship
Legally authorized to be employed in the United States.
Benefits:
Highest earning potential in residential sales
Defined, merit-based career path
Advancement to management based on performance
Incentives program includes: iPhone 15, Apple Watch, AirPods, and more
$60,000-$150,000/ year
Everlight Solar is proudly an Equal Opportunity Employer. We value diversity of all types and are excited to work with talented individuals from a wide range of backgrounds. Everlight is committed to inclusion and we invite people of any race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, nationality or sex, age groups (18+), and levels of education to apply. Authorized to work in the US and background check required.
College Financial Representative, Internship Program
Finance internship job in Janesville, WI
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyFinancial Solutions Advisor Registration Candidate - Sun Prairie Financial Center
Finance internship job in Madison, WI
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 an 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.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
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 your immediate termination.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
We'll help you:
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
* Aptitude in obtaining required industry licenses.
* Must be self-disciplined in managing time and capacity.
* Experience in cultivating client relationships, accessing needs and recommending solutions.
* Success creating strong peer relationships through effective communication and collaboration.
* Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
* Executes multiple tasks simultaneously.
* Learns and adapts to new technology or applications.
Desired Qualifications
* Currently holds FINRA Securities Industry Essentials (SIE)
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Skills
* Client Experience Branding
* Client Solutions Advisory
* Investment Management
* Pipeline Management
* Referral Management
* Client Management
* Customer and Client Focus
* Portfolio Management
* Prospecting
* Referral Identification
* Business Acumen
* Executive Presence
* Oral Communications
* Risk Management
Weekly Schedule: Monday thru Friday, with rotating Saturdays required
Shift:
1st shift (United States of America)
Hours Per Week:
40
Fixed Income Credit Intern
Finance internship job in Madison, WI
Making a Difference
The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $162 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds. Through SWIB's effective and innovative investment management, WRS remains one of the only fully funded US public pensions. The WRS consistently ranks among the 10 largest public pension funds in the U.S. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB.
Serving more than 692,000 beneficiaries of the WRS, SWIB is a mission-driven organization focused on providing a strong financial future to those who committed their careers to public service. For public employees and the 1,607 Wisconsin employers who contribute on their behalf, we are a trusted partner. Our team innovates continuously to meet the challenges of an evolving investment landscape while growing and protecting the assets of the WRS.
SWIB provides a strong, steady economic pillar for the state of Wisconsin by growing the trust funds under its management, managing risk, and optimizing costs of the long term. We are a mission-driven organization and the participants we serve are our mission. By bringing a disciplined, prudent, and innovative approach to market opportunities, SWIB has been successful in generating required returns and maintaining the trust of the beneficiaries and stakeholders of the funds we oversee.Home To Top TalentOur high-performing staff is key to what makes us a premier investment manager. SWIB is committed to investing in talented professionals to implement our robust, sophisticated investment strategies and to keep the organization at the forefront of the investment industry. We encourage innovation and offer professional development opportunities to help staff sharpen and expand their skills. Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders.
Job Description:
About the Team
The Fixed Income Strategies Group manages approximately $18 billion across the fixed income spectrum, in separate actively managed portfolios focused on rates, Structured Products, Investment Grade credit, High Yield credit, and Leveraged Loans. Each portfolio seeks income and capital appreciation using a disciplined, repeatable investment process tailored to its sector, which includes robust risk allocation and management. Within this structure, investment professionals are empowered to meaningfully influence portfolio outcomes.
The Leveraged Finance Team manages a $6.0 billion High Yield and a $3.0 billion Leveraged Loan portfolio(s), with each team member working across both. The portfolio(s) have access to a wide range of security types, including derivatives in credit, equity and rates space to pursue their return and risk targets. The team is currently seeking to add a Summer Analyst for Summer 2026.
Position Overview
SWIB is seeking a Summer Analyst to join the Fixed Income Strategies Group. This internship will provide students with the opportunity to gain hands-on exposure to credit investing across multiple fixed income sectors, with a primary focus on High Yield and Leveraged Loans. In addition, interns will participate in supplementary rotations with teams covering Structured Products (including MBS, CMBS, ABS, and CLO sectors), Investment Grade Credit, Rates, and Trading.
Interns will gain direct experience in fundamental credit analysis, financial modeling, and portfolio monitoring, while also developing an understanding of how specialized strategies across the fixed income spectrum contribute to the overall portfolio. This role is designed to provide a well-rounded introduction to institutional credit investing and prepare candidates for potential future careers in investment management.
Essential activities:
Conduct financial and credit analysis of current and prospective high-yield and leveraged loan investments, including review of company financial statements, operating performance, and industry trends.
Develop and maintain detailed financial models (e.g., cash flow projections and credit metrics) to support investment recommendations.
Participate in the investment process, including idea generation, due diligence, portfolio monitoring, and risk assessment.
Prepare written research, credit memos, and verbal presentations on investment recommendations and credit quality for senior staff.
Collaborate with Structured Products, Investment Grade, and Rates teams through supplementary rotations to broaden exposure to securitized products, corporate credit, and macro fixed income strategies.
Gain practical insights into trading strategies and execution by shadowing the trading desk.
Monitor existing portfolio holdings financial performance
Stay current on market, industry, and company-specific developments that impact creditworthiness and portfolio risk.
The Ideal candidate:
Ability to work in Madison, WI for an approximate 10-week period, beginning Summer of 2026.
Current undergraduate or graduate student pursuing a degree in Finance, Economics, Accounting, or a related field.
Strong understanding of corporate finance, accounting, and fixed income concepts.
Interest in credit markets, particularly high yield, leveraged loans, and structured products.
Excellent analytical, quantitative, and problem-solving skills with the ability to interpret complex financial data.
Proficiency with Microsoft Excel and familiarity with financial modeling; exposure to Bloomberg, Capital IQ, CreditSights, Pitchbook, or other financial tools is a plus.
Strong written and verbal communication skills; ability to clearly articulate investment views.
Highly motivated, detail-oriented, and capable of working both independently and as part of a collaborative team.
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