Associate Financial Advisor
Finance internship job in Manchester, CT
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: 200 West Center Street Ste A1, Manchester, CT
This job posting is anticipated to remain open for 30 days, from 26-Nov-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: $75400.00
Hiring Maximum: $80200.00
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 Intern, FP&A
Finance internship job in Bloomfield, CT
Country:
United States of America
Otis Elevator Company is searching for highly motivated candidates interested in starting a career in Finance! This position will be based at Otis Service Center (OSC) in Bloomfield, CT.
Internships at Otis are rewarding and challenging, providing you with the opportunity to learn, grow, and develop through meaningful projects that drive our business. Our comprehensive internship program will allow you to gain hands-on experience and broaden your skills. You'll be immersed in the Otis culture where we collaborate to best serve our customers; and where we empower and inspire each other through support, autonomy and trust.
These are full-time, paid summer internships, typically ranging from 10-12 weeks, starting in May/June 2026. Throughout your internship, we provide continuous training and performance feedback to ensure you develop the necessary skills to succeed.
The OSC FP&A, Finance Operations Intern will have the opportunity to develop greater knowledge of the financial and operational drivers that impact our Manufacturing Service facility's performance and learn about how the business fits into the broader North America and global operation. You will work closely not only with members of the Finance team but also colleagues within Operations and Supply Chain.
Essential Responsibilities
• Work on deliverables ranging from financial planning and analysis and monthly reports on key performance indicators
• In-bound / Out-bound Freight analysis
• Help track and analyze direct and indirect manufacturing costs (e.g., labor, overhead and materials)
• Identify opportunities to streamline reporting processes and ensure data accuracy
• Managing ad-hoc requests from senior finance leadership
Education / Certifications
• Currently pursuing an undergraduate degree in Finance, Accounting, Economics, or other financial concentrations
Basic Qualifications
• Ability to work in a highly team-oriented and dynamic environment
• Self-motivated and able to manage several simultaneous projects and responsibilities
• Strong analytical and communication skills
• Proficiency in Microsoft Office - primarily Excel and PowerPoint
Salary Range:
The hourly range for this role is $21-22/hr. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs.
Apply today to join us and build what's next!
If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day.
Otis is the world's leading elevator and escalator manufacturing, installation, and service company. We move 2 billion people every day and maintain approximately 2.2 million customer units worldwide, the industry's largest Service portfolio.
You may recognize our products in some of the world's most famous landmarks including the Eiffel Tower, Empire State Building, Burj Khalifa and the Petronas Twin Towers! We are 69,000 people strong, including engineers, digital technology experts, sales, and functional specialists, as well as factory and field technicians, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide. We are proud to be a diverse, global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving, high-performance company.
When you join Otis, you become part of an innovative global industry leader with a resilient business model. You'll belong to a diverse, trusted, and caring community where your contributions, and the skills and capabilities you'll gain working alongside the best and brightest, keep us connected and on the cutting edge.
We provide opportunities, training, and resources, that build leadership and capabilities in Sales, Field, Engineering and Major Projects and our Employee Scholar Program is a notable point of pride, through which Otis sponsors colleagues to pursue degrees or certification programs.
Today, our focus more than ever is on people. As a global, people-powered company, we put people - passengers, customers, and colleagues - at the center of everything we do. We are guided by our values that we call our Three Absolutes - prioritizing Safety, Ethics, Quality in all that we do. If you would like to learn more about environmental, social and governance (ESG) at Otis click here.
Become a part of the Otis team and help us #Buildwhatsnext!
Otis is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at ****************.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
Auto-ApplyBusiness Insights & Analytics Leadership Development Program (BI&A LDP) Geospatial Intern
Finance internship job in Hartford, CT
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Data Analytics
**Compensation Overview**
The hourly salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual hourly rate for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$27.00 - $29.00
**Target Openings**
4
**What Is the Opportunity?**
Applications for this posting will be reviewed on a rolling basis beginning in early September. We encourage you to apply as soon as possible.
The goal of the Business Insights & Analytics Leadership Development Program's (BI&A LDP) geospatial internship is to attract and develop self-motivated individuals who are highly skilled and passionate about a career in geospatial analytics while providing a foundation for future success within the organization.
As a BI&A LDP Geospatial intern, you will be exposed to a challenging professional work experience in business insights & analytics with planned activities giving you insight into business, analytics, and the many geospatial career options at Travelers. With many company-wide events such as Intern Symposium and community outreach events, you will have the opportunity to interact and network with many levels of leadership and management. You will be expected to work together with fellow interns to develop and present solutions to relevant business and analytics topics.
Applicants must be authorized to work for ANY employer in the U.S. The company does not sponsor/support H-1B petitions, TN, or Forms I-983/STEM OPT, for this role.
Housing - The Internship program is based in Hartford, CT and St. Paul, MN. Positions are available in our Business Units and Corporate Departments. Subsidized apartments are available for students who live beyond a commutable distance from Hartford, CT or St. Paul, MN. Positions are available early June through the end of the summer.
**What Will You Do?**
+ As a Geospatial Intern within the Business Insights & Analytics Leadership Development Program, your potential will be unlocked through robust projects, planful training, helpful development resources (Peer Advisors & Mentors) and engaging with your cohort of peers.
+ You'll create, analyze, and interpret spatial data to support business needs. Intern work can range across a broad set of experiences at Travelers that develop your knowledge of geographic information science, platform technology, statistics, spatial thinking, remote sensing, location intelligence issues, and the social/physical sciences to characterize CAT events, discover relationships and trends.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Cumulative GPA of 3.0 or greater.
+ 1- 2 years of experience with GIS principles and practices in a college setting.
+ Proficiency in GIS mapping software and platforms required, ESRI ArcGIS Pro experience.
+ Proficiency in SQL Server, SQL Spatial Data Types, Python or other programming languages.
+ Familiarity with acquiring, cleaning, and modifying geospatial data.
+ Accountability: Strong track record of taking ownership and responsibility for actions and outcomes, performance, and results.
+ Analytical and Critical Thinking: Demonstrated aptitude in identifying current or future problems or opportunities, analyzing data, synthesizing and comparing information to understand issues, identifying cause/effect relationships and exploring alternative solutions to support sound decision making.
+ Change Management/Resilience: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
+ Customer Focus: Proven customer service skills with the ability to provide service excellence to internal or external clients.
+ Emotional Intelligence: Demonstrated track record of self and social awareness, empathy and balances confidence with humility.
+ Interpersonal: Excellent communication skills with the ability to actively engage with others while maintaining a positive attitude.
+ Judgment/Decision Making: Capability of exercising sound judgment, making decisions and committing to a position.
+ Leveraging Differences: Proven capacity to works with and include people from different backgrounds, experiences, cultures, races, etc. and view those differences as assets to be leveraged to accomplish business goals and objectives.
+ Relationship Management: Strong relationship management skills including the ability to seek out, build, foster and maintain productive relationships, networks or alliances to meet goals and achieve results.
+ Teamwork: Ability to work together in situations when actions are interdependent, and a team is mutually responsible to produce a result.
+ Work Ethic: Possession of a strong drive to do what it takes to get the job done; inquisitive and demonstrates a strong willingness to learn.
**What is a Must Have?**
+ Obtained or pursuing a bachelor's or master's degree in Geographic Information Systems (GIS), Computer Science, Geography required.
+ Legally authorized to work in the United States now and in the future.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Advisor, Finance Operations
Finance internship job in Hartford, CT
**_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_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_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:** 02/06/2026 *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 (***************************************************************************************************************************
College Financial Representative, Internship Program
Finance internship job in New Haven, CT
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyFinancial Analyst
Finance internship job in Enfield, CT
Please note - Sponsorship or transfer of sponsorship, including OPT/F1 Visas, is not available for this role. About us: For over three decades, Cirtec Medical has been a leading provider of manufacturing solutions for complex Class II and III medical devices. We specialize in providing comprehensive services from design and development to manufacturing and finished device assembly. Our expertise spans active implants and neuromodulation, interventional cardiology, structural heart, minimally invasive surgical systems, smart orthopedics, and precision components.
Our dedicated teams prioritize growth, innovation, and collaboration. We actively seek opportunities for improvement to enhance our support for clients. If you embrace a growth mindset and thrive on challenge, you may be a perfect fit for our team!
Position Summary:
The Financial Analyst will be a strategic thought and business partner. The successful candidate will be a hands-on, participative manager. The Financial Analyst will participate in the development of a long-term operations strategy for the manufacturing plant and will drive execution of the key elements. He/she will create, monitor, and drive the achievement of financial operational metrics across all functional areas. The Financial Analyst is a critical participant in all significant decisions within the functional area, facilitating strong analysis and problem solving, as required. The Financial Analyst is expected to drive execution of key business initiatives and outcomes. It is expected that the Financial Analyst will drive process improvements through a variety of projects and initiatives that will result in superior financial performance.
Key Responsibilities:
* Develop robust processes and reporting with clarity around operational activity in the month that drove the financial results.
* Own and drive the redevelopment of the standard cost process including leading the effort on labor rates, routings, and material cost through the annual standard cost roll.
* Works well with Finance peers at other sites to share best practices and help drive change, process improvements, and nimbleness.
* Enhance and/or develop reporting metrics and tools for the daily, weekly, monthly, and quarterly reporting of plant performance. Drive delivery of the financial commitments made by the Operations team.
* Ensure delivery of savings targets related to the companys key capital investments.
* Ensure that new capital investments and sourcing decisions are supported with sound financial analyses.
* Develop tools that can be leveraged going forward for future projects.
Must Have:
* Minimum of a Bachelors degree in Accounting, Finance, or similar
* A seasoned financial and manufacturing operations professional with at least 7 years of related business experience and a progressive career path in an industrial manufacturing environment, preferably in contract manufacturing and machining / molding operations
* Strong experience driving key metrics, reporting, and anticipating key issues based on forecasts, manufacturing capacity, and partnering with the Operations leadership (Plant Manager) to mitigate risk.
* Honed analytical and problem-solving skills. A strong propensity to action and problem solving through sound judgement, proactivity, and efficient organization.
* Ability to communicate analyses and performance metrics in a clear, simple and compelling manner. Strong influencer with a demonstrated successful track record for highlighting areas of opportunity and partnering with the General Manager on measurable action plans.
* Well-developed cost/managerial accounting skills, including standard cost and project cost accounting. Ability to overhaul existing standard cost system.
* Strong sensitivity to the voice of the customer, both internal and external.
* Understand how to apply Operational Excellence and Lean tools to manage a business more effectively.
* Possess strong communication skills and a personable, engaging management style.
* Have provided documented business and organizational change leadership and, ideally, have been successful doing so in more than one company.
* Strong understanding of BOMs, Routing and variances and how they interact with the ERP system. Along with the ability to communicate issues and how they should be fixed.
Anticipated salary range: $80,000-$120,000/year depending on qualifications and experience.
Cirtec Medical Corporation considers everyone for employment and hires qualified candidates without regard to age, race, religion, color, sex, sexual orientation, gender identity, national origin, ancestry, protected veteran or disability status or any factor prohibited by law. Cirtec Medical Corporation and all its related companies fully endorse equal opportunity. Cirtec Medical provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in the job application process.
We work to create a culture that is built on innovation, respect, transparency and communication, and hope you take pride in being a member of our team. It is Cirtecs goal to create an enjoyable work environment and to keep the company a great place to work. We offer a wide range of benefits, resources, and competitive compensation plans designed to support you at every stage of your career and life. Our benefits include training and career development, healthcare and well-being programs including medical, dental, vision, wellness and occupational health programs, Paid Time Off and 401(k) retirement savings with a company match.
Personal Financial Representative
Finance internship job in Hartford, CT
The Opportunity
Ready to make a lasting difference in people's lives? As a Personal Financial Representative, you'll play a key role in delivering exceptional service and trusted guidance to our members. This is an opportunity to build lasting relationships, offer thoughtful financial solutions, and support individuals as they navigate important financial decisions. By taking the time to understand each member's unique goals and circumstances, you'll provide personalized support that makes a meaningful difference, helping our members feel confident, informed, and valued every step of the way.
Location - Hartford Hospital
Hours - Fulltime
You Are
People Focused
You build trust through empathy, active listening, and clear communication. You enjoy helping others and are committed to delivering a positive experience in every interaction
Solutions Oriented
You approach each conversation with curiosity and care, identifying needs and offering tailored financial solutions that align with our members' goals
Purpose Driven
You find meaning in making a difference and thrive in a mission focused environment where your work supports financial freedom and long-term impact
Accountable & Adaptable
You take ownership of your work, embrace feedback, and adapt with confidence in a fast-paced, evolving workplace
We Are
A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights.
Key Responsibilities
Grow Membership and Deepen Relationships:
Expertly onboard new members and seamlessly handle Visa, consumer loan, and home equity loan applications
Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience
Collaborate with internal and external partners such as financial advisors, merchant services, and mortgage originators to expand service offerings to our members
Member Service:
Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members
Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction
Educate members about Credit Union products and services, helping them make informed decisions and optimize their financial well-being
Community:
Represent the Credit Union at sponsored community events to promote positive engagement
Participate in volunteer activities within the local community to support and enhance the Credit Union's presence
Support and participate in business development activities such as bank at work, lunch and learns, and financial literacy events
Education and/or Experience
While this level of expertise will generally be attained with a minimum of two years in a previous banking/customer service role and High School Diploma/GED, priority will be placed upon the demonstration of the ability to meet qualifications without an absolute focus on duration of experience, in recognition that the attainment of such qualifications may be obtained at different paces by different individuals.
Opportunities for Growth
At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you're building new skills or exploring new paths, you'll be supported every step of the way, because when you grow, we all rise together.
AEFCU is an Equal Opportunity Employer Veterans/Disabled
Auto-ApplyFinancial Advisor - Longmeadow, MA
Finance internship job in Longmeadow, MA
Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
Depth & Scope:
* Experience selling investments and providing financial plans
* Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
* Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
* Ability to partner and promote lead generation
* Manages goals, prioritizes tasks and comfortable working in a fast paced environment
* Ensures all new & existing clients are provided with a planning experience
* Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts
* Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
* Implements and executes a differentiated service model/experience for TD Wealth clients
* Meets quarterly and annual sales goals
* Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience
* Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners
* Executes in thorough manner that is compliant with regulations, policies and procedures
* Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
* Ensures all Continuing Education requirements are attained
* Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
* Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
* Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed
* Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
* Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff
* Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm
* Represents TD Wealth to the general public in a professional manner
* Is involved in the community and support TDBG charity and community initiatives
Education & Experience:
* Bachelor's degree strongly preferred
* 2+ years of providing advice, planning and investment sales
* SIE, Series 7, Series 63 required
* Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals
* Advanced understanding of wealth products and services
* Strong verbal and written communication skills
* Strong organizational and time management skills
* Ability to travel within assigned market to meet prospects, clients and partners five days a week
* Ability to commute within assigned territory
* Strong understanding of wealth management business development techniques
* Strong understanding and experience interacting with retail and small business banking clients
* Consultative sales experience required
* Demonstrated ability to establish relationships and partner effectively with other departments
* Proven ability to achieve sales goals
Customer Accountabilities:
* Understands and supports the Bank's Customer Service Strategy
* Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
* Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
* Models quality service delivery at every interaction
* Leads and contributes to the ongoing improvement of the partner / Customer experience
Employee/Team Accountabilities:
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
* Participates fully as a member of the team and contribute to a positive work environment
* May provide leadership, training, and guidance to other team members
* Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
* Actively shares information and knowledge, and proactively learn from the expertise of other
OCC Language:
* This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
* Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
* Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Continuous
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Occasional
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Occasional
* Crawling - Occasional
* Climbing - Never
* Reaching overhead - Occasional
* Reaching forward - Occasional
* Pushing - Occasional
* Pulling - Occasional
* Twisting - Occasional
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyLocal to Rocky Hill, CT_Finance Analyst(Jr. Role)
Finance internship job in Rocky Hill, CT
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
We are looking to fill a position for Financial Analyst in Rocky Hill CT.
Conduct analyses of various financial factors and financial databases of internal customer data. Interpret results, present findings and recommendations to direct supervisor. Ability to develop ad hoc processes to address efficiency gains, and translate into repeatable procedures; Interface with a local , Manila and to explain the methodology and results of the analyses, Documentation and validation of results and processes related to the analyses.
Qualifications
A Bachelor's Degree in finance is required, (or in technology, business or equivalent can be considered as well). experience in financial operations is a plus.
Experience with financial analysis or analytical tools, high level Office knowledge (excel) is required, project management and very good communication, analytical and organizational skills are plus
Additional Information
Local candidates are acceptable for this position.
Manufacturing Financial Analyst
Finance internship job in Bethany, CT
Are you looking for a new challenge? Passionate about innovation? Want to work for a global company that values integrity, teamwork, and loyalty?
At LATICRETE International, we aim to be the leading construction brand trusted globally for high-performance tile and stone installation systems and building finishing solutions. We've been in business for over 65 years, family-owned for three generations, and can be found in over 100 countries.
The Hartford Business Journal even named us one of Connecticut's top family-owned companies in 2017!
We don't just make innovative, industry-leading products. Our purpose is to improve the built world and the lives of those who build it. We strive to connect with, engage with and improve the lives of our employees, our customers, our partners, and the global communities in which we operate.
We are seeking passionate and ambitious employees who want to make a difference not just within our organization, but within their communities, our industry, and the world. If that sounds like you, then what are you waiting for? Join the family and expand your horizons!
Just some of our benefits:
Medical
Dental
Vision
401k
Tuition reimbursement
13 paid holidays in addition to paid vacation and sick time
Flexible spending
Life Insurance, AD&D and Supplemental Insurance
POSITION SUMMARY
The Manufacturing Finance Analyst plays a pivotal role in driving financial excellence within the manufacturing operations of our organization. This role supports decision-making by providing accurate financial analysis, insights, and reporting to enhance operational efficiency, control costs, and achieve strategic objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Additional duties and responsibilities may be assigned, as necessary.
Financial Analysis & Reporting - 50%
Prepare, analyze, and present financial performance reports for manufacturing operations, including cost analysis, variance analysis, and profitability studies.
Monitor and track manufacturing budgets, ensuring alignment with corporate goals.
Develop and maintain dashboards and key performance indicators (KPIs) to support real-time decision-making.
Cost Management & Optimization - 25%
Analyze production costs, identify cost-saving opportunities, and work with operations teams to implement process improvements.
Evaluate and report on inventory levels, material costs, and labor efficiency.
Support standard costing processes and provide insights on variances to forecast and plan.
Forecasting & Budgeting - 13%
Assist in the preparation of annual budgets and periodic financial forecasts for the manufacturing division.
Collaborate with cross-functional teams to ensure accurate projections of production volumes, costs, and revenues.
Cross-Functional Collaboration - 12%
Partner with plant managers, supply chain teams, and other stakeholders to provide financial insights that drive operational improvements.
Serve as a key resource in financial training for manufacturing teams to improve financial literacy across the organization.
REQUIRED SKILLS & QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Experience:
Bachelor's degree in Finance, Accounting, or related field (MBA or CPA preferred).
6+ years of experience in financial analysis, preferably within a manufacturing or industrial setting.
Specialized Skills and Experience:
Strong proficiency in financial modeling and advanced Excel skills.
Experience with ERP systems (e.g., SAP, Oracle) and data visualization tools (e.g., Power BI, Tableau).
Solid understanding of cost accounting principles and practices.
Exceptional analytical and problem-solving skills.
Strong communication and interpersonal skills, with the ability to present complex data clearly.
Ability to work collaboratively in a fast-paced, dynamic environment.
High attention to detail and a proactive approach to identifying and addressing challenges.
Travel Requirement: 0%
Physical Requirements:
Lift: Must be able to lift and/or carry a minimum of 25 pounds.
Push/Pull: Must be able to push/pull 25 pounds.
Standing: Must be able to stand at least 25% of the day.
Sitting: Must be able to sit at least 75% of the day.
Auto-ApplyFinancial Analyst
Finance internship job in New Haven, CT
Experience 10+ years of successfully managing and delivering on FP&A ( financial planning and analysis ) and reporting systems initiatives 5+ years of SAP experience Experience leading the design, build, and implementation of master data (MDM) solutions
Experience with FP&A planning tools such as Anaplan or Tagetik
Experience leading the design, build, and implementation of reporting solutions using SAP tool sets
Additional Information
Thanks & Regards
Praveen K. Paila
************
Commercial Credit Intern
Finance internship job in Jewett City, CT
The Credit Administration department is responsible for assessing the creditworthiness of individuals and businesses who apply for commercial loans, and monitoring the financial condition of existing borrowers. This full-time, paid internship will allow you to gain hands-on experience with credit administration by exposing you to a wide variety of activities in support of the commercial credit department.
PRIMARY DUTIES:
Perform any functions necessary, within scope of authority and expertise, to provide the highest level of customer service and to support, create and develop a harmonious work environment.
Assist with the solicitation of required financial information and other reporting requirements.
Prepare and organize financial credit files to include all current reports, entity documents, financial statements, tax returns, new loan closing documents and other required information.
Assist with gathering materials requested by loan review company, audit firms, federal regulators, loan officers, branch managers, underwriters, and loan originators.
Update business and commercial loan files with financial information and analyses, both in the physical file and in various software programs.
POSITION REQUIREMENTS:
Currently pursuing a bachelor's degree in a finance-related field with an anticipated graduation date between December 2026 and June 2027. Must have good analytical skills, be detail oriented, and demonstrate organizational and computer skills. Able to use various types of office equipment.
SCHEDULE:
Monday through Friday; 8am - 4pm daily (37.5 hours/week)
Daily on-site attendance required. No remote or hybrid work is permitted.
All qualified applicants will receive consideration without regard to disability status, protected veteran status, or any other characteristic protected by law.
Auto-ApplyFinancial Clearance Analyst Part Time 32 hours
Finance internship job in Bristol, CT
Job Details BHI Valley St - Bristol, CT Part Time High School 1st Shift (Days) Description
At Bristol Health, we begin each day caring today for your tomorrow. We have been an integral part of our community for the past 100 years. We are dedicated to providing the best possible care and service to our patients, residents and families. We are committed to provide compassionate, quality care at all times and to uphold our values of Communication, Accountability, Respect and Empathy (C.A.R.E.). We are Magnet and received the 2020 Press Ganey Leading Innovator award for our rapid adoption and implementation of healthcare solutions during the COVID-19 pandemic. Use your expertise, compassion, and kindness to transform the patient experience. Make a difference. Make Bristol Health your choice.
JOB SUMMARY:
Under the direction of the Manager of Pre-Service and Financial Clearance, the Financial Clearance Analyst is responsible for the financial clearance of scheduled patient authorizations, including insurance verification, and validation of medical necessity for services. Works in coordination with
provider practices and hospital departments to ensure all scheduled services are reviewed for required authorizations and cleared in advance. The Financial Clearance Analyst will also work other revenue cycle teams to ensure proper billing requirements are met and denials are proactively addressed.
ESSENTIAL JOB FUNCTIONS:
Handle authorization process and obtain pre-certification approvals prior to service.
Submit pre-authorization requests and follow up with payer to ensure timely approvals
Maintain accurate records and reports of pre-certifications request, approvals, and denials
Work assigned worklists and submit authorization information according to payer requirements
Follow up on authorization requests and coordinate with practices and departments according to established policies
Collaborate with revenue cycle team and participate in monthly meetings to review payment and denial trends
Coordinate with provider practices and hospital departments to ensure timely scheduling of patient procedures
Respond to patient and insurance inquiries and provide Good Faith Estimates when required
Perform post service reconciliations and denial follow up tasks
Act as a back-up to the Financial Counselor team, supporting Notice of Admission and Financial
Assistance activities Adhere to applicable policies and procedures, including HIPAA compliance, and state and federal regulations
Other duties as assigned
Qualifications
KNOWLEDGE / SKILLS / ABILITIES:
Ability to ensure quality and integrity of assigned tasks and meet given productivity standards
Possess a patient-centric approach to answer questions and provide information in a professional manner
Demonstrate teamwork, cooperation and collaboration within and outside the team
Skill in effective oral, written, and interpersonal communication
Skill in problem-solving in a variety of settings and translation of data into actionable steps
Ability to read, understand, interpret, and analyze payer requirements
Ability to work independently and take initiative
Excellent customer service and communication as well as interpersonal, organizational and analytical skills
Demonstrate initiative and ability to multi-task while working independently
Strong organizational skills and systems aptitude
REQUIRED EDUCATION / EXPERIENCE:
A Bachelor's degree and a minimum of (1) year of revenue cycle experience or Associates degree and a minimum of (2) years of patient access, financial clearance or financial counselor experience or High School Diploma and a minimum of (5) years of patient access, financial clearance or financial counselor experience
Experience with payer portals and requirements preferred
Familiarity with medical and insurance terminology
Knowledge of payer contracts, regulations and guidelines as well as State and Federal laws relating to billing, collections, and patient access procedures
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Business Insights & Analytics Leadership Development Program (BI&A LDP) Intern
Finance internship job in Hartford, CT
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Data Analytics
**Compensation Overview**
The hourly salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual hourly rate for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$27.00 - $29.00
**Target Openings**
45
**What Is the Opportunity?**
Applications for this posting will be reviewed on a rolling basis beginning in early September. We encourage you to apply as soon as possible.
The goal of the Business Insights & Analytics Leadership Development Program (BI&A LDP) internship is to attract and develop self-motivated individuals who are highly skilled and passionate about a career in analytics while providing a foundation for future success within the organization.
As a BI&A LDP intern, business intelligence, you will be exposed to a challenging professional work experience in business insights & analytics community with planned activities giving you insight into business, analytics, and the many data career options at Travelers. With many company-wide events such as Intern Symposium and community outreach events, you will have the opportunity to interact and network with many levels of leadership and management. You will be expected to work together with fellow interns to develop and present solutions to relevant business and analytics topics.
Applicants must be authorized to work for ANY employer in the U.S. The company does not sponsor/support H-1B petitions, TN, or Forms I-983/STEM OPT, for this role.
Housing - The Internship program is based in Hartford, CT and St. Paul, MN. Positions are available in our Business Units and Corporate Departments. Subsidized apartments are available for students who live beyond a commutable distance from Hartford, CT or St. Paul, MN. Positions are available early June through the end of the summer.
**What Will You Do?**
+ You'll utilize Travelers largest competitive edge - its data, in drawing meaningful business insights to enhance our business results. This community works within traditional areas of business insights & analytics and emerging capabilities within artificial intelligence, big data, and social media/consumer/text analytics. Our interns work with key stakeholders in our business to identify challenges and create actionable solutions using a blend of business and technical skills. Be prepared to work with relational databases, reporting systems, discovery tools, or pilot new proofs of concept.
+ Your internship could be placed in one of following different areas: business insights delivery, data engineering, decision science, data management, business performance analytics or agile roles.
+ This role works with business customers to determine how location intelligence data and analytic solutions can be leveraged to provide business insights for business strategies, capabilities, and processes.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Cumulative GPA of 3.0 or greater.
+ Related internship/data work experience.
+ SQL experience strongly preferred, experience with dashboarding, scorecard, or reporting tools a plus.
+ Python and/or SAS literacy.
+ Competencies:
+ Accountability: Strong track record of taking ownership and responsibility for actions and outcomes, performance, and results.
+ Analytical and Critical Thinking: Demonstrated aptitude in identifying current or future problems or opportunities, analyzing data, synthesizing and comparing information to understand issues, identifying cause/effect relationships and exploring alternative solutions to support sound decision making.
+ Change Management/Resilience: Ability to remain energized and focused in the face of ambiguity, change or strenuous demands.
+ Customer Focus: Proven customer service skills with the ability to provide service excellence to internal or external clients.
+ Emotional Intelligence: Demonstrated track record of self and social awareness, empathy and balances confidence with humility.
+ Interpersonal: Excellent communication skills with the ability to actively engage with others while maintaining a positive attitude.
+ Judgment/Decision Making: Capability of exercising sound judgment, making decisions and committing to a position.
+ Leveraging Differences: Proven capacity to works with and include people from different backgrounds, experiences, cultures, races, etc. and view those differences as assets to be leveraged to accomplish business goals and objectives.
+ Relationship Management: Strong relationship management skills including the ability to seek out, build, foster and maintain productive relationships, networks or alliances to meet goals and achieve results.
+ Teamwork: Ability to work together in situations when actions are interdependent, and a team is mutually responsible to produce a result.
+ Work Ethic: Possession of a strong drive to do what it takes to get the job done; inquisitive and demonstrates a strong willingness to learn.
**What is a Must Have?**
+ Obtained or pursuing a STEM (Science, Technology, Engineering or Math) bachelor's or master's degree required.
+ Legally authorized to work in the United States now and in the future.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Advisor, Finance Operations (Medical Customer Rebates)
Finance internship job in Hartford, CT
**_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 New Haven, CT
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyFinancial Advisor - Longmeadow, MA
Finance internship job in Longmeadow, MA
Longmeadow, Massachusetts, United States of America **Hours:** 40 **Pay Details:** $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
TD Wealth
**Job Description:**
The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
**Depth & Scope:**
+ Experience selling investments and providing financial plans
+ Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
+ Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
+ Ability to partner and promote lead generation
+ Manages goals, prioritizes tasks and comfortable working in a fast paced environment
+ Ensures all new & existing clients are provided with a planning experience
+ Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts
+ Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
+ Implements and executes a differentiated service model/experience for TD Wealth clients
+ Meets quarterly and annual sales goals
+ Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience
+ Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners
+ Executes in thorough manner that is compliant with regulations, policies and procedures
+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
+ Ensures all Continuing Education requirements are attained
+ Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
+ Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
+ Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed
+ Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
+ Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff
+ Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm
+ Represents TD Wealth to the general public in a professional manner
+ Is involved in the community and support TDBG charity and community initiatives
**Education & Experience:**
+ Bachelor's degree strongly preferred
+ 2+ years of providing advice, planning and investment sales
+ SIE, Series 7, Series 63 required
+ Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals
+ Advanced understanding of wealth products and services
+ Strong verbal and written communication skills
+ Strong organizational and time management skills
+ Ability to travel within assigned market to meet prospects, clients and partners five days a week
+ Ability to commute within assigned territory
+ Strong understanding of wealth management business development techniques
+ Strong understanding and experience interacting with retail and small business banking clients
+ Consultative sales experience required
+ Demonstrated ability to establish relationships and partner effectively with other departments
+ Proven ability to achieve sales goals
**Customer Accountabilities:**
+ Understands and supports the Bank's Customer Service Strategy
+ Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
+ Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
+ Models quality service delivery at every interaction
+ Leads and contributes to the ongoing improvement of the partner / Customer experience
**Employee/Team Accountabilities:**
+ Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
+ Participates fully as a member of the team and contribute to a positive work environment
+ May provide leadership, training, and guidance to other team members
+ Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
+ Actively shares information and knowledge, and proactively learn from the expertise of other
**OCC Language:**
+ This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
+ Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
+ Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Continuous
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Occasional
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Occasional
+ Crawling - Occasional
+ Climbing - Never
+ Reaching overhead - Occasional
+ Reaching forward - Occasional
+ Pushing - Occasional
+ Pulling - Occasional
+ Twisting - Occasional
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Local to Rocky Hill, CT_Finance Analyst(Jr. Role)
Finance internship job in Rocky Hill, CT
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
We are looking to fill a position for Financial Analyst in Rocky Hill CT.
Conduct analyses of various financial factors and financial databases of internal customer data. Interpret results, present findings and recommendations to direct supervisor. Ability to develop ad hoc processes to address efficiency gains, and translate into repeatable procedures; Interface with a local , Manila and to explain the methodology and results of the analyses, Documentation and validation of results and processes related to the analyses.
Qualifications
A Bachelor's Degree in finance is required, (or in technology, business or equivalent can be considered as well). experience in financial operations is a plus.
Experience with financial analysis or analytical tools, high level Office knowledge (excel) is required, project management and very good communication, analytical and organizational skills are plus
Additional Information
Local candidates are acceptable for this position.
Personal Financial Representative
Finance internship job in North Haven, CT
The Opportunity
Ready to make a lasting difference in people's lives? As a Personal Financial Representative, you'll play a key role in delivering exceptional service and trusted guidance to our members. This is an opportunity to build lasting relationships, offer thoughtful financial solutions, and support individuals as they navigate important financial decisions. By taking the time to understand each member's unique goals and circumstances, you'll provide personalized support that makes a meaningful difference, helping our members feel confident, informed, and valued every step of the way.
Location - North Haven
Hours - Fulltime
You Are
People Focused
You build trust through empathy, active listening, and clear communication. You enjoy helping others and are committed to delivering a positive experience in every interaction
Solutions Oriented
You approach each conversation with curiosity and care, identifying needs and offering tailored financial solutions that align with our members' goals
Purpose Driven
You find meaning in making a difference and thrive in a mission focused environment where your work supports financial freedom and long-term impact
Accountable & Adaptable
You take ownership of your work, embrace feedback, and adapt with confidence in a fast-paced, evolving workplace
We Are
A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights.
Key Responsibilities
Grow Membership and Deepen Relationships:
Expertly onboard new members and seamlessly handle Visa, consumer loan, and home equity loan applications
Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience
Collaborate with internal and external partners such as financial advisors, merchant services, and mortgage originators to expand service offerings to our members
Member Service:
Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members
Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction
Educate members about Credit Union products and services, helping them make informed decisions and optimize their financial well-being
Community:
Represent the Credit Union at sponsored community events to promote positive engagement
Participate in volunteer activities within the local community to support and enhance the Credit Union's presence
Support and participate in business development activities such as bank at work, lunch and learns, and financial literacy events
Education and/or Experience
While this level of expertise will generally be attained with a minimum of two years in a previous banking/customer service role and High School Diploma/GED, priority will be placed upon the demonstration of the ability to meet qualifications without an absolute focus on duration of experience, in recognition that the attainment of such qualifications may be obtained at different paces by different individuals.
Opportunities for Growth
At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you're building new skills or exploring new paths, you'll be supported every step of the way, because when you grow, we all rise together.
AEFCU is an Equal Opportunity Employer Veterans/Disabled
Auto-ApplyFinancial Advisor
Finance internship job in New Haven, CT
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-Apply