Finance internship jobs in Meridian, ID - 311 jobs
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Accounting & Finance Analyst
LHH 4.3
Finance internship job in Portland, OR
Title: Accounting & Finance Analyst
Compensation: $80-110K base salary
Employer paid healthcare benefits
401k match
Paid holidays & PTO
Free onsite parking
Hours/Schedule: Typical business hours M-F. 45-50 hours during initial transition expected
Team Description: Finance & Accounting group of ~30 across GL, AP, AR, and Payroll. This role reports to the Financial Operations Manager and partners closely with the CFO, Controller, and project‑focused financial team.
This job in a nutshell: We're supporting a long‑established construction services organization undergoing modernization and process changes following a recent ownership transition. This role plays a key part in helping the company understand project performance, strengthen forecasting accuracy, and improve financial visibility across operations.
You'll analyze project financials, partner with cross‑functional leaders, and contribute to ongoing improvements in reporting, budgeting, and cost management.\
What You'll Do:
Review financial performance across a portfolio of active construction projects, including budgets, actual costs, burn rates, and forecast updates.
Build, maintain, and monitor budgets at both the project level and the broader organizational level.
Identify and explain cost variances for project managers and operational leaders.
Assist with modeling scenarios, supporting planning activities, and contributing to monthly P&L analysis and projections.
Recommend and support improvements to financial workflows, reporting tools, and data accuracy.
Partner with project managers, estimators, accounting teams, and operations staff to translate financial data into clear insights.
We're Looking For:
3-5+ years of finance or accounting experience; exposure to project-based work a plus
Construction industry experience strongly preferred
Comfortable presenting financial information to non-finance stakeholders
Excel proficiency (pivot tables, VLOOKUPs, and advanced formulas)
ERP Experience with Sage 300 is a plus
Background Screenings:
This role requires a pre-employment background screening including drug test (cannabis included). Role is subject to ongoing random drug screenings.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
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$80k-110k yearly 2d ago
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Financial Analyst
Washington County, or 4.3
Finance internship job in Hillsboro, OR
Current Washington County Employees: Please apply through the employee portal to be considered for this opportunity.
Job Type:
Regular
Pay Range:
$88,233.12 - $107,224.92 Salary
Department:
Land Use and Transportation
FLSA Exemption Status:
Exempt
About the Opportunity:
Land Use and Transportation (LUT) has a full time Financial Analyst opening in our Capital Project Services Division. The position will report to one of two Sr. Financial Analysts in the department.
Ideal Candidate
The ideal candidate has a background in finance, project cost accounting with business expertise to coordinate LUT's best interests and the capital program budget. They are collaborative and are willing to receive feedback and advice from peers and supervisors. They have the ability to analyze a situation and problem solve. In addition, the candidate needs to demonstrate critical thinking skills, attention to detail, and decision making abilities.
To learn more about the Financial Analyst role, essential duties, knowledge, skills, and abilities, click here: careers/cowashingtonor/classspecs/1250553
Minimum Qualifications
A Bachelor's Degree in finance, accounting, economics, statistics, or a related field; AND two (2) years of progressively responsible professional experience performing budgetary or financial analysis, or auditing; OR
An Associate's Degree in finance, accounting, economics, statistics, or a related field; AND four (4) years of progressively responsible professional experience performing budgetary or financial analysis, or auditing; OR
Six (6) years of progressively responsible professional experience performing budgetary or financial analysis, or auditing, of which at least four (4) years of experience must be in the public sector.
Please be clear and specific in the applicable sections of the employment application about how your background is relevant. This information must also be consistent with your supplemental question responses.Please note:Answers to the supplemental questions are typically evaluatedseparatelyfrom your application
Supplemental Information
Apply Today: We ask that you complete and submit an online application, which will be used to screen for minimum qualifications (MQs) and to determine starting pay in accordance with the provision of the Oregon Equal Pay Law
MQ Review:HR will screen applications for minimum qualifications after the posting closes.
SME Review: Applications for candidates that meet minimum qualifications will be forwarded to a panel of subject matter experts (SME) who will review and score the responses to your supplemental questions and other application materials. This process may take up to 2 weeks.
Panel Interview(s):Our goal is to schedule panel interviews with candidates that meet the minimum qualifications andpass the SME reviewas soon as possible.
Please note:
candidates that are successful in the evaluation process may have their applications referred for additional vacancies in the same classification.
Our commitment to you
Washington County is an equal opportunity employer committed to using a merit-based system in which recruiting, selecting, and advancing employees is based on knowledge, skills, and abilities. Our organization embraces innovation, collaboration, and work-life harmony. We promote employee development and offer an award-winning benefits and wellness program as well as an opportunity to serve and support our vibrant community
.
Veterans' Preference
If you are a Veteran and would like to be considered for a Veterans' preference for this recruitment, please review the instructions using this link:Veterans' Preference Points.
Accommodation under the Americans with Disabilities Act
Reasonable accommodation is available to anyone whose specific disability prevents them from completing this application or participating in the selection process for this recruitment. To obtain confidential assistance please contact Human Resources , or e-mail: at least 48 hours before any step in the recruitment and selection process for which you feel you need accommodation.
Status of Your Application
You will be advised by e-mail of your status at each step in the application process, from initial application to final employment disposition. Please note that Washington County communicates with all candidates via email.
Questions Regarding This Recruitment?
Contact Brighton Bohnenkamp, Talent Acquisition Business Partner
Questions?
Recruiter:
Brighton Bohnenkamp
Email Address:
$88.2k-107.2k yearly 5d ago
Financial Advisor
Washington Trust Bank 4.7
Finance internship job in Meridian, ID
Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have nearly $8 billion in assets under administration which includes more than $1 billion in Investment Services, our retail brokerage and insurance group. We pride ourselves in attracting, developing and rewarding employees at all levels. We strive to lead by example and act with integrity, honesty and ethics. As a community-minded bank, we draw a great sense of accomplishment helping our employees participate in community and neighborhood initiatives.
The purpose of this position is to produce fee income from the sale of various investment and insurance products & services to Bank customers.
Essential Functions
Policies & Procedures: The Financial Advisor will maintain a working knowledge of sales-related policies and procedures to assure that his/her business conduct complies with all applicable securities regulations and safe and sound banking practices.
Product Knowledge: The Financial Advisor will maintain a high level of knowledge about the investment and insurance products and services offered through WTB. This will be achieved through on-going participation in formal and informal education programs.
Customer Service: The Financial Advisor will acquire adequate knowledge of each customer and his/her financial goals and circumstances in order to make suitable recommendations concerning investment and insurance products and services.
Employee Programs: The Financial Advisor will participate in regular training programs with employees of WTB and/or its affiliates. These programs will emphasize (1) product knowledge (2) prospect identification (3) referral procedures and (4) regulatory compliance issues, and other areas of interest. The Financial Advisor will support approved referral programs to assist employees in making qualified referrals.
Other Business Development Programs: The Financial Advisor will use proven methods to develop investment and insurance business including general issue and product- related seminars, statement stuffers, direct mail, networking (CPAs, Attorneys, etc.) and other methodology to generate potential investment clientele.
Perform compliance and risk management duties as required or assigned.
Other duties as assigned.
Regular, reliable attendance is required.
Requirements
Requires five or more years of experience in the brokerage and/or insurance industry (education and/or sales experience may substitute)
Sales: Financial Advisor should have proven history of achieving gross production in sales of at least $300,000 per year for the immediately preceding three years
Requires qualification as a registered representative. (General Securities Representative, Series 7, Series 63 license, as well as Life, Health & Disability license)
Series 65/66 license preferred.
The Certified Financial Planner (CFP) designation or other professional designations are desirable.
Good interpersonal and communication skills.
Ability to analyze financial goals and develop/implement a suitable trust or investment program under pressure.
Compensation:
Base salary of $52,000 plus a percentage of gross commissions depending on incentive plan factors.
The compensation represents the base compensation for this position located in Meridian, ID. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$64k-85k yearly est. 3d ago
Financial Advisor
First Tech Federal Credit Union 4.5
Finance internship job in Eagle, ID
The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the member's unique needs and risk tolerance. This position also sells financial products and services to members through outbound and inbound calls from all categories of member groups. In addition, the Financial Advisor creates, updates, and implements comprehensive financial plans for members and regularly reviews members' accounts.
Here's what you can expect from the job and what you need to be successful:
Job duties:
Assist members and prospects with information, products offered and procedures to implement an investment program
Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services
Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique needs of the Experience Center
Keep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc.
Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures
Essential skills:
Minimum Education: High School Diploma, with CFP designation preferred
Minimum of 5 years' experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate
Experience working in a bank or credit union environment preferred
Exceptional interpersonal skills to engage with internal and external business partners
Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion
Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies
Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency
Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
Ability to assess individual client needs and foster strong relationships
Proficiency with basic to complex mathematical calculations
Working knowledge of Microsoft Office Suite and financial planning software
Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred
Certification/License: Series 7, 63, 65/66 FINRA licenses, Life & Disability Insurance license required; CFP preferred
Clean U-4
Location: Boise Experience Center - Eagle, ID 83616
Target Compensation in Idaho: $36,000 Base + Monthly Incentive Pay (based on current production)
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position
#FT123 #LI-MG
Registered Address: 47 E Riverside Dr. Eagle, ID 83616
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
$36k yearly Auto-Apply 60d+ ago
Financial Advisor - Meridian, ID
Country Financial 4.4
Finance internship job in Meridian, ID
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$67k-100k yearly est. Auto-Apply 60d+ ago
Senior Financial Management Analyst
City of Eugene, or 4.3
Finance internship job in Eugene, OR
PUBLIC WORKS ADMINISTRATION IS LOOKING TO HIRE! Application Deadline: Friday, January 23, 2026, at 5 p.m. P.S.T. Accepting Online Applications Only Information on How to Apply Your Mission As a Senior Financial Analyst for Public Works Administration, you will provide sound financial analysis and recommendations to Public Works management staff and special project teams. You will have an opportunity to learn a wide range of public infrastructure programs as you research operation and capital financial issues.
Key responsibilities will include:
* Assisting with the development and monitoring of the Public Works Department operating and capital budgets;
* Forecasting revenue and expenses for operations and capital funds;
* Analyzing and updating full cost rate models;
* Performing financial and policy analysis on a range of key public infrastructure issues.
The Ideal Candidate
We are looking for someone who:
* Has a proven track record in financial modeling, forecasting, budgeting and reporting;
* Can effectively communicate complex information to various audiences;
* Is committed to promoting a respectful and healthy workplace;
* Has a proven ability to manage multiple financial projects simultaneously, meeting deadlines while ensuring accurate outputs.
* Is experienced in working closely with other teams to gather data and provide financial insights that support their functions.
A Day in the Life of a PW Financial Analyst
As a member of the Public Works Administration finance team, your day will involve a blend of financial analysis, collaboration with various program managers, creating reports, and working towards your professional development goals. A typical week could look like:
* Providing professional consulting support on developing, implementing and monitoring PW's operating budgets.
* Using your investigative mind to discover discrepancies in different reports in order to process necessary adjustments in the financial system.
* Update fund forecasts and present findings to key staff.
* Respond to questions from a member of the department financial team for clarification on an assignment.
* Attend team meetings, work independently on projects and grow your career with the City through 1:1 development time.
Public Works
Public Works is dedicated to building a diverse and healthy workplace, one where employees feel a sense of belonging, and are valued for their contributions and the perspectives they bring. We strive for Public Works to have a personality that celebrates our accomplishments, encourages learning and growth, and promotes the wellbeing of all our employees.
This position is eligible for flexible work hours and we offer family-friendly benefits to all our employees:
* Retirement Plans
* Medical, Dental and Vision Coverage
* Paid Time Off
* Opportunities to work on City-wide initiatives
* Employee Assistance Program
* Flexible spending accounts for transportation, childcare and healthcare
Classification: Management Analyst, Senior
Department/Division: Public Works Department / Administration Division
Salary Range: $44.83 - $60.52 / hourly; $93,248.40 - $125,881.60 / annually
The City of Eugene determines starting pay within the range based on relevant education and experience as provided by the applicant in their application materials. This process is consistent with the Oregon Equal Pay Act (OEPA). You can learn more about our process at our How to Apply page.
Location: 99 W 10th Ave, Eugene, OR
Benefits: Please click the Benefits Tab to view the City of Eugene's competitive package options.
Work Schedule: The City of Eugene is shifting to a work environment of primarily in the office work to foster collaboration and connection. New employees must work on site full time for the duration of their probationary period (typically 12 months). Following the probationary period employees may utilize a flexible working environment one day a week per the Alternative Work Policy.Capital and Operating Budgets:
You will be an integral part of the finance team in developing, implementing and monitoring Public Work's operating and capital budgets. This will include becoming efficient in financial, grant and project accounting systems, analyzing cost and revenue trends and projections, analyzing and recording financial transactions, and preparing a variety of financial management reports tailored to different audiences. Additionally, you will be responsible for completing the annual revenue projections and fund balancing tasks for many of our management funds.
Public Works has several funds which need to set full cost rates on an annual or biennium cycle and you will become an expert in several of these rate models. You'll perform the annual updates and present key findings to department leadership.
You will lead program managers through the full cycle of budgeting for the Public Works Administration division and provide financial analysis and recommendations to the division's management team.
After you become trained in the City's operating and capital processes, you will serve as a trainer to newer members of our Public Works finance team. Your assistance to our financial analysts throughout the department will help to maintain our department financial strength, accuracy and trust with our department leadership team.
Financial and Policy Analysis:
You will have the opportunity to work with wide range of program managers on projects that can include providing professional financial analysis and forecasting. In addition, policy analysis may also be needed. This will require extensive research to identify impacts, potential solutions and provide recommendations. Even the best financial analysis can be under-utilized if it's not communicated in the right form for the audience. An important part of your work will include preparing complex reports that highlight your main recommendations clearly and succinctly for different audiences (and being ready to also explain the details as needed).
Public Works Administration Team
Everyone needs a team, and as part of Public Works Administration, you will be a part of developing and implementing goals and objectives for the division.
You may supervise professional and paraprofessional finance support staff; which includes the full range of supervisory duties, such as hiring, coaching, terminating, planning, prioritizing, coordinating, supervising, and reviewing the work of other employees.
This posting wouldn't be complete without acknowledging you may participate in other related duties as assigned.Studies have shown that women and people of color are less likely to apply for jobs unless they believe they are able to perform every task in the job description. We are most interested in finding the best candidate for the job, and that candidate may be one who comes with relevant transferrable skills from a variety of sources and experiences.
The City will consider any equivalent combination of knowledge, skills, education, and experience to meet minimum qualifications. If you are interested in applying, we encourage you to think broadly about your background and skill set for the role.
A typical way to obtain the knowledge and abilities would be:
Experience:
Five years of increasingly responsible experience in finance, operations, administration, or budgeting, preferably in municipal government. Including one year of supervisory or program management experience.
Education:
Equivalent to a bachelor's degree from an accredited college or university with major course work in finance, public policy, business, or a related field.
Additional qualifying professional experience may substitute for the educational requirement.
License or Certification:
A valid Oregon driver's license is preferred, but not required to work within this position.
The Ideal Candidate will have the following knowledge, skills and abilities.
Knowledge of:
* Principles and best practices of municipal financial management, public infrastructure revenue management (user fees, general rate setting), and public policy analysis.
* Statistical, forecasting, and other quantitative methods, research methods, economic principles and financial and operational analysis techniques.
* Complex organizational and management practices as applied to the analysis and evaluation of programs, policies and operational needs.
* Federal, State, and local laws and regulations related to the financial management of City government and public works services, knowledge of Oregon's legislative process, familiarity with State Local Budget Law, familiarity with Generally Accepted Accounting Principles.
* Current social, political, economic trends affecting local government.
* Principles, methods, and procedures for managing contracts.
* Principles of supervision, training, and performance evaluation or professional program/ project leadership.
Ability to:
* Construct and analyze complex spreadsheets for rate setting and revenue forecasting and other financial applications.
* Provide project leadership, coordinate staff assignments, evaluate the progress and work products of other project team members, and generally ensure the successful and timely completion of projects.
* Develop new and/or review existing department business operations, policies and procedures; make appropriate recommendations for improvements or innovations and implement approved recommendations.
* Establish and maintain cooperative working relationships with outside agency staff, members of the general public, elected officials, and other city employees.
* Effectively administer a variety of program responsibilities.
* Work well with all levels of officials, City staff, other agency staff, and the general public.
* Identify and respond to public, external agency, City policy board and departmental management issues and concerns.
* Communicate well, both orally, and in writing, and make effective presentations.
Skilled in:
* Facilitation, negotiation, and meeting skills.
* Intermediate to advanced level Excel and database management skills.
* Strong verbal and writing skills, particularly in relaying technical and financial information to non-technical and non-financial personnel.
What to Expect from our Selection Process: Applicants are screened based upon their relevant knowledge, abilities, skills, experience, and training. The selection process varies according to the position and can include such things as screening of supplemental questionnaires, written or skill tests, ability or fitness tests, interviews, and assessment processes. In addition, background investigations and records checks may be required. Some positions also require applicants to have a psychological evaluation and/or physical examination and a drug test prior to employment. Marijuana use is evaluated consistent with current state law regulations. PLEASE NOTE: Once the posting closes, the process can take 4-6 weeks to complete.
Diversity, Equity, and Inclusion: The City of Eugene is committed to a respectful work environment. We value the cultural, educational, and life experiences of each employee. We believe that a diverse workforce enables us to deliver culturally responsive services to all members of our community. As part of our commitment to diversity, equity, and inclusion we desire to welcome, respect, and create a sense of belonging for a wide range of identities and experiences in our workforce. Women, people with disabilities, and persons of color are strongly encouraged to apply.
The City of Eugene complies with the Americans with Disabilities Act of 1990. Any applicant with a qualified disability under the Americans with Disabilities Act may request accommodation by contacting an employment coordinator at **************.
In compliance with the Immigration Reform and Control Act of 1986, the City of Eugene will request all eligible candidates who accept employment with the City to provide documentation to prove they are eligible for employment in the United States.
$93.2k-125.9k yearly 15d ago
Financial Planning & Analysis (FP&A) Intern (Co-Op) - December 2025 - June 2026
PCC Talent Acquisition Portal
Finance internship job in Lake Oswego, OR
This is your chance to gain invaluable on-the-job experience while getting an introduction to our collaborative and exciting culture.
Essential Duties and Responsibilities
Assignments will include exposure to capital assets, management reporting, direct interaction with international locations, use of Oracle Cloud EPM and various other tasks to support department operations.
The students will:
• Apply principles learned in school to hands-on situations
• Work within specifications provided to meet project goals and objectives in a timely and accurate manner
• Identify and recommend process improvements for specified projects
• Attend training sessions and other appropriate educational opportunities
• Perform or review systems analysis, testing and documentation for existing processes
• Take ownership and responsibility for identified projects
• Participate with peers, project team members and other departments on a regular basis
• Prepare and distribute weekly Division reporting
Qualifications
• Current student pursuing a bachelor's degree in finance/accounting or related fields
• Demonstrated results-driven leadership
• Critical problem analysis, decision making and analytical abilities
• Strong interpersonal skills with excellent written and verbal communication skills
• Integrity
• Prefer GPA of 2.8 or above
$29k-37k yearly est. 51d ago
2026 Forestry Finance Internship - Emerging Talent Summer Experience Program
JPMC
Finance internship job in Portland, OR
Become an integral part of our JPMorganChase team! Each day will be unique - bring a positive attitude, entrepreneurial spirit and get ready to roll up your sleeves. This position is an essential part of the team.
As a Timberland Finance Intern within Campbell Global, you will work closely with our Portfolio Management and Strategic Solutions groups and will assist in building financial models to evaluate timberland investments, as well as support our client relations activities. You will be expected to be available to work full time, starting from early June 2026 and for a period of up to 9 weeks.
Job responsibilities:
Assist in the development and maintenance of detailed financial models for acquisitions, dispositions, and ongoing management.
Analyze and interpret timberland asset and market data to assess investment opportunities.
Conduct sensitivity and scenario analyses to evaluate the impact of various assumptions and outcomes.
Support the client relations team in the preparation of quarterly reports, presentation materials, and ad hoc analyses.
Participate in client meetings and calls, capturing key points and aiding in follow-up communication.
Assist in resolving client queries and concerns in a timely and professional manner.
Required qualifications, capabilities, and skills:
Currently pursuing or recently completed a Bachelor's or Master's degree in Finance, Economics, Accountancy or related field.
Ability to address complex issues through analytics.
Strong proficiency in Microsoft Excel and financial modeling.
Broad knowledge of finance and investment topics relevant to investing in timberland and advising institutional investor clients
Strong interpersonal communication and team skills.
Ability to effectively communicate complex concepts and results verbally, graphically and in writing.
Preferred qualifications, capabilities, and skills:
Experience with accounting and taxation.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
$29k-37k yearly est. Auto-Apply 60d+ ago
Financial Advisor
First Command Financial Services, Inc. 4.7
Finance internship job in Mountain Home, ID
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
* 3 out of 4 of our Financial Advisors are veterans or military spouses.
* With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
* They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
* They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
* They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
* They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
* They coach military families on how to build a comprehensive financial plan that includes:
* Savings/banking
* Investments/wealth management
* Insurance/risk management
What we offer:
* We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
* We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
* You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
* Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
* As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
* At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
* There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
* We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
* Set your own schedule to manage work-life balance.
* Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
* Military experience or affiliation
* Bachelor's degree
* Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
#LI-AM4
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
$68k-108k yearly est. 15d ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Coeur dAlene, ID
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.
$59k-100k yearly est. Auto-Apply 14d ago
Intern - Manufacturing Leadership (Summer 2026)
Plexus 4.7
Finance internship job in Nampa, ID
About us: At Plexus, our vision is to help create the products that build a better world. Driven by a passion for excellence, we partner with leading Aerospace/Defense, Healthcare/Life Sciences and Industrial companies to design, manufacture and service some of the world's most transformative products, including advanced surgical systems, diagnostic instruments, healthcare imaging equipment, mission critical aerospace systems, and electric vehicle (EV) charging solutions. Visit Plexus.com to learn more about our unwavering commitment to our vision.
When we invest in our people, we invest in building a better world.
With a vision rooted in the wellbeing and inclusive engagement of our team members, our customers, their end users and our communities, people are the heart of what we do and who we are. It is our values that unite us and guide us in everything that we do, including how we operate, behave and interact to foster a workplace where every team member feels valued and empowered to contribute their best.
Our values include: Growing our People, Building Belonging, Innovating Responsibly, Delivering Excellence and Creating Customer Success.
As a team member, you will engage in impactful work through global collaboration and the use of emerging technologies, join an inclusive culture where every team member is valued and working toward a greater purpose, and be empowered to reach your full potential through various development programs designed to accelerate your growth.
Plexus offers a comprehensive benefits package designed to support team members' wellbeing, including medical, dental, and vision insurance, paid time off, retirement savings, and opportunities for professional development. We also prioritize work-life balance and offer a variety of perks to enhance the team member experience. For more information, visit our US benefits website at usbenefits.plexus.com. Our commitment to pay range transparency fosters an equitable workplace, where everyone can feel valued. This is an internship position (Non-Exempt Salary); the hourly range is stated below. The rate offered within this range will be based upon the geographic location, work experience, education, licensure requirements and/or skill level. Hourly Rate:
$23 - $25/hr.
Purpose Statement: The Manufacturing Leadership Internship is looking for someone who is interested in manufacturing site people leadership and has a passion for development to help grow our team!
RESPONSIBILITIES
Support execution of production schedules based on financial forecasts, customer commitments, and capacity analysis.
Utilize factory resource reviews to assure sufficient human and equipment resources exist to meet customer and site business objectives.
Assure that product and process quality is compliant to internal, industry and customer quality standards.
Drive production KPIs at their assigned area
Implement and utilize lean manufacturing principles.
Communicate with production associates, production leads, operations managers, on a routine basis to ensure that production goals are being met.
Lead teams with a focus on development.
MINIMUM QUALIFICATIONS
Student working towards a Bachelor's degree in Operations Management, Supply Chain, Engineering, Business Administration or related field for the entire duration of internship.
Knowledge of lean and six sigma concepts
PREFERRED QUALIFICATIONS
Junior level status
GPA: 3.0 or higher is preferred
Excellent analytical, problem solving, and organizational skills
Strong communication skills
This document does not represent a contract of employment and is not intended to capture every possible assignment the incumbent could be asked to perform.
We are pleased to provide reasonable accommodations to individuals with disabilities or special requirements. If you need an application accommodation, please contact us by email at *****************. Please include your contact information and clearly describe how we can help you. This email is for accommodation requests only and cannot be used to inquire about the status of applications.
We are an Equal Opportunity Employer (EOE) and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Some offers of employment are contingent upon successfully passing a drug screen and/or background check.
$23-25 hourly Auto-Apply 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance internship job in Boise, ID
**_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_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience 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:** 02/13/2026 *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
\#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 (***************************************************************************************************************************
$67.5k-96.3k yearly 38d ago
Wayfinder Brand Management Intern
Bishs RV Inc.
Finance internship job in Meridian, ID
Job Description
About Bish's RV & Wayfinder RV: Bish's RV is a nationally recognized RV dealership with a mission to help families build memories and experience the joy of the outdoors. Our private label brand, Wayfinder RV, is built to empower more people to find their path to adventure with affordable RVs designed by campers for campers. We're a fast-moving, creative, and collaborative team that believes in having fun while driving results.
Internship Overview:
We're looking for a Brand Management Intern to join our marketing team and support the growth of Wayfinder RV. You'll gain hands-on experience with real digital campaigns and get an inside look at what it takes to manage and grow a brand in a competitive market. If you're a driven, detail-oriented student with a passion for marketing and a love of the outdoors, we want to meet you.
Key Responsibilities:
Assist with day-to-day execution of digital marketing campaigns
Create and schedule content for social media platforms (Instagram, Facebook, TikTok, YouTube)
Assist with copywriting and strategy for various marketing campaigns
Monitor campaign performance and compile basic analytics reports
Collaborate with the team to improve user experience and update product content
Bring new, creative ideas to help grow the Wayfinder RV brand
Qualifications:
Required:
Currently pursuing a degree in Marketing, Business, Communications, or a related field
Strong written and verbal communication skills
Familiarity with social media platforms
A creative mindset and an interest in storytelling and brand building
Comfort working in a fast-moving, project-driven environment
Comfortable working in a collaborative, in-office environment
Curiosity and hunger to improve your skills
Ability to pass a background and drug test
Preferred:
Experience using HubSpot, Google Analytics, Google Ads, Meta Ads, and/or Google Search Console
Interest in RVing, the outdoors, or travel
This role is not a fit if you are slow-moving, disengaged, or uninterested in creative work.
Pay & Credit:
Hours: 40 hours per week
Opportunity for overtime on an as-needed project basis
Target Pay: $18 per hour
We will work with your college to have this internship count for college credit
Expected Results:
By the end of this internship, you will have:
A real portfolio of videos, graphics, and campaigns you helped create
Experience managing content across social platforms and YouTube
Exposure to analytics, performance tracking, and brand growth strategy
Played a measurable role in growing a national RV brand
Internship Details:
Start Date: May 4, 2026
End Date: August 28, 2026
Location: Meridian, ID (on-site)
Compensation: Paid internship (hourly)
Schedule: Full-time 40 hours per week (flexible based on student schedule)
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Bish's RV honors our military service members, veterans, and their family members by being a military friendly workplace. Many of the positions within our organization are transferable from previous military occupations.
Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions.
**Job Duties**
1. Extracts and compiles information from large data sets from various systems to identify and analyze outliers.
2. Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers.
3. Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes.
4. Implements and uses analytics software and systems to support department goals.
5. Tracks trends related to various feeds, with focus on membership, revenue, and commissions.
6. Identify any deficiencies within the process, strategize and design improvements where possible.
**Job Qualifications**
**REQUIRED EDUCATION:**
Associate's degree or equivalent combination of education and experience
**REQUIRED EXPERIENCE:**
+ 1-3 years related experience
+ Proficiency in MS SQL queries and database development.
+ Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots).
+ Intermediate proficiency with complex SQL queries, and stored procedures.
+ Strong critical thinking and attention to detail.
+ Ability to effectively communicate with technical and non-technical stakeholders.
+ Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines
**PREFERRED EDUCATION:**
Bachelor's degree or equivalent combination of education and experience
**PREFERRED EXPERIENCE:**
2 - 4 years related experience
**PHYSICAL DEMANDS:**
Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
Pay Range: $80,168 - $128,519 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
$80.2k-128.5k yearly 34d ago
Financial Analyst (FP&A) Intern Summer 2026
Ralliant
Finance internship job in Beaverton, OR
Hybrid **Summer 2026 FinanceInternship** Tektronix is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Our work accelerates technological breakthroughs that are revolutionizing culture and industry worldwide. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow.
**Internship Description**
The Tektronix Financial Analyst Intern role is an outstanding opportunity to apply your education and showcase your skills. This role is ideal for students passionate about corporate finance and eager to understand how financial strategies drive business decisions in a global technology company. We utilize the internship program as our primary funnel for full-time employment and have a strong track record of hiring interns. At Tektronix, we offer a robust rotational program for our Finance team, and the internship experience is designed to reflect this as much as possible. Interns are often given projects that span cross-functional areas such as Commercial Sales, Manufacturing, Product Development, and Service. Interns will be exposed to diverse projects across multiple functions, requiring adaptability and a willingness to learn. We value curiosity-interns are encouraged to ask questions and challenge assumptions to drive better outcomes. Internship projects are based on real business issues and often include interaction with senior leadership. Beyond the assigned project experience, we offer our interns a well-defined training program, and social and volunteer events during the summer.
Past Examples of High-Value Intern Projects
+ Obtaining and consolidating external data to analyze and communicate target market share.
+ Conducting regression analysis on external data to determine correlation with company sales and developing a market proxy model.
+ Creating a KPI dashboard using Power BI for commercial sales leaders to better understand sales activity.
+ Deep dive problem solving analysis on maintenance and repair expenses in our Beaverton manufacturing facility.
+ All internship projects conclude with presentation of your work to the CFO and other senior leaders.
**Qualifications**
+ Motivated and driven with a high degree of professionalism.
+ Works effectively within a team environment.
+ Strong analytical, presentation, and communication skills.
+ Ability to clearly and concisely communicate complex financial concepts to both technical and non-technical audiences.
+ Growth mindset with a drive for continuous improvement.
+ Ability to quickly learn new tools, adapt to changing priorities, and thrive in a dynamic business environment.
+ Comfortable seeking clarification, asking thoughtful questions, and engaging with senior leaders to deepen understanding.
+ Proficiency in Excel (pivot tables, VLOOKUP) and Power BI.
+ Pursuing a bachelor's degree in business, Economics, Finance, or other applicable focus areas.
**Ralliant Corporation Overview**
Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.
**About Tektronix**
Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow!
We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.
Nampa, Idaho **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
+ Recommends banking and investments strategies that align with client financial goals and needs
+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
+ Mitigates and controls risk as part of daily activities
+ Identifies and engages potential new clients through referrals or financial center clientele
+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
**_Schedule - Monday thru Friday, with rotating Saturdays_**
**Required Qualifications**
+ Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
+ Sets and accomplishes goals, achieving whatever you put your mind to.
+ Builds and nurtures strong relationships.
+ Collaborates effectively with others to get things done.
+ Communicates effectively and confidently and is comfortable engaging all clients.
+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
+ Likes to learn, adapts to new information and seeks the right solutions for clients.
+ Efficiently manages your time and capacity.
+ Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for
**Desired Qualifications**
+ Bilingual Proficiency - Spanish/English
+ Strong computer skills with an ability to multitask in a demanding environment.
+ At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Obtained your insurance licenses.
**Skills:**
+ Account Management
+ Advisory
+ Client Experience Branding
+ Customer and Client Focus
+ Oral Communications
+ Active Listening
+ Attention to Detail
+ Client Solutions Advisory
+ Issue Management
+ Pipeline Management
+ Causation Analysis
+ Client Management
+ Policies, Procedures, and Guidelines
+ Risk Management
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$48k-69k yearly est. 41d ago
Client Financial Analyst
Opus Corporation 4.6
Finance internship job in Beaverton, OR
at Opus Agency
Title: Client Financial AnalystGroup: Client Services Delivery OperationsTeam: Pricing and Financial OperationsReports to: Sr. Director, Finance OperationsLocation: Beaverton, OREmployment Type: Full-Time, Salary, ExemptTravel: 10% - 20% WHO WE ARE OPUS AGENCY Opus Agency is a future-forward full-service global event agency with over 400 team members in the United States, London, Sydney, Singapore, and New Zealand. Our portfolio of clients includes world-shaping brands such as Amazon, Google, Microsoft, Salesforce, ServiceNow, and many others. As we look ahead to 2026 and beyond, our profound opportunity is to shape the future of events in an increasingly AI-infused world. In an era where digital interactions often dominate, the authenticity of real-world connections will become paramount. Events will emerge as the #1 priority for CMOs, driving brand success and fostering deep, meaningful relationships with audiences. Our Client Services Delivery team plays a critical role in this vision, partnering with world-shaping brands like Microsoft, Google, and Salesforce, as well as an ever-expanding roster of category creators and fast-growing global brands. With these clients, we don't just respond to change; we shape it by pulling the future forward and leading them into a new era of event marketing. As a Client Financial Analyst, you will be at the forefront of this mission, driving innovative and impactful strategies that align with this events-driven vision for the future. WHAT WE ARE LOOKING FOR The Client Financial Analyst is responsible for managing and implementing strategic financial processes and procedures for client programs, driving financial infrastructure organization, and closely interfacing with agency teams for the success of each client program and event. This role also owns and drives client event budgets while working with various stakeholders, internal and external, who are involved with the program. YOU SHOULD HAVE
2 years minimum related experience
Preferred Bachelor's degree in either Accounting or Finance
Strong financial management and operational skills
Advanced Proficiency in excel
Excellent written and verbal communication skills
Demonstrates effective negotiation techniques
Strong analysis and judgment skills
Accept changes with short notice and tolerate frequent interruptions.
Demonstrated experience working independently and as part of a team.
Prioritize, manage multiple projects, and effectively perform within tight time constraints.
Successfully perform in high stress, fast-paced environment.
Excellent judgment and decisiveness, high integrity, enthusiasm, diplomacy, and tact.
Familiarity with Concur, Intacct, Salesforce preferred but not required.
ESSENTIAL RESPONSIBILITIES
Financial budget accountability to client and department on management of assigned programs
Create budgets for new programs and clients
Analyze data, financial data and non-financial data, and succinctly present results to colleagues and clients
Interface with project leads and account executives to launch new clients
Create, establish, and help implement financial best practices, streamlined efficiencies and program enhancements
Drive growth of existing clients through solid delivery and performance
Increased efficiencies gained through experience and expertise
Coordination, preparation, and compilation of data / information for clients
Maintain and expand industry knowledge, financial and event management, by attending educational workshops or classes; reviewing related publications; establishing networks
Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers
Conceptualize and help implement strategic enhancements of client programs
Other duties may be assigned to meet business needs
SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities Other Skills and Abilities LANGUAGE SKILLS
Ability to read, analyze, and interpret technical procedures and contracts. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from group of managers, clients, and customers. Ability to understand and interpret budgets and financial reports. Ability to explain basic financial matters to others.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to create, monitor, and understand budgets, debits, credits etc.
COMPTENCIES
Adaptability/Flexibility
Detail Orientation/Quality Focus
Interpersonal Communication
Ethics, Integrity, Values
Time Management
Analytical Skills
Solutions oriented and creative problem solver
What You Can Expect in Return
Full time position
Opportunities for growth and development
Health & Dental Insurance (choice of plans)
100% Employer paid short-term disability and life insurance
Opportunity to elect additional life insurance and LTD insurance at employee expense
Paid parental leave
Opportunity to contribute pre-tax dollars to flexible spending accounts
401(K) with employer match
Flexibility in work schedules
Generous time off
HOW WE'LL TAKE CARE OF YOU Our job titles may span more than one career level. The starting salary for this role is between $63,000 and $75,000. Our salary ranges are based on third-party national average market compensation analysis. The actual salary is dependent upon many factors, such as: training, transferable skills, work experience, business needs, and market demands. The salary range is subject to change and may be modified in the future.
NOT SURE IF YOU SHOULD APPLY? Studies show that those identifying as under-represented individuals might have talked themselves out of applying at this point. Don't worry about checking every single box. At Opus Agency, we are dedicated to building a versatile, inclusive team with a variety of backgrounds and a growth mindset - so if you're excited about this role, but your past experience doesn't align perfectly with every single item listed in this , we encourage you to apply. You may just be the right candidate for this role, or we may have other roles that better align with your skillset. PHYSICAL REQUIREMENTS: Individuals will be required to sit for the majority of the day and may be required to stand as needed. May require ability to ambulate primarily on a level surface for periodic periods throughout the day. Individuals may be required to travel via airplane, train, taxi, car and/or other means of transportation, as needed. The is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice. OTHER DUTIES AND ACKNOWLEDGEMENT
The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee/ candidate a general sense of the responsibilities and expectations of the position. Duties, responsibilities, and activities may change at any time with or without notice. This does not create an employment contract, implied or otherwise, other than an "at will" relationship. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Opus Agency does not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business need. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$63k-75k yearly Auto-Apply 60d+ ago
Financial Analyst
Stahlbush Island Farms 4.1
Finance internship job in Corvallis, OR
Job DescriptionAre you passionate about finance and ready to make a meaningful impact in the Food industry? Stahlbush is seeking a dynamic Finance professional to join our Finance team, driving financial planning and analysis. Additional Information: This role will observe a 5 day in office model and be based in Corvallis, OR.
Responsibilities
Assist in financial planning and forecasting to predict current and future performance, providing actionable insights
Provide financial insights into COGS drivers, margin performance, and help in identifying opportunities for cost reduction and margin improvement
Support the budgeting and forecasting process by preparing monthly forecasts and contributing to annual budget planning
Prepare and review monthly management reporting packages with budget-to-actual analysis, including variance commentary to identify trends and discrepancies
Collaborate with cross-functional teams (Operations, Sales, Accounting, etc.) to gather necessary data and help ensure alignment with financial targets
Conduct financial analysis of product lines or segments, including pricing, product mix, and production variance, providing actionable insights to management
Enhance financial tools and reporting processes using Excel, Power BI, and ERP systems, ensuring greater efficiency, accuracy and automation (where applicable)
Collaborate with the accounting team to ensure accurate financial data is reflected in reports and forecasts, contributing to month-end closing processes (need based)
Support financial aspects of strategic initiatives, including evaluating capital projects or new business ventures (e.g., new product lines or market entry)
Assist in developing financial tools and reports, helping improve accuracy and timeliness of key financial data (inventory, costing, AR/AP, etc.)
Provide ad-hoc reporting support for special projects, new product lines, or market expansion initiatives
Contribute to cross-functional projects, offering financial analysis support as needed
Perform GM breakdowns and analysis (RM, labor, overheads, etc.) to identify variances and cost-saving opportunities
Assist in building and maintaining cash flow projections and developing financial scenario models to evaluate business performance
Assist in working capital optimization by supporting inventory management, AR/AP, and cash flow analysis
Calculate and analyze key financial ratios (e.g., inventory turnover, cost per unit, margin analysis)
Support financial model creation and provide assistance in long-term financial projections (e.g., 5-year models)
Contribute to month-end close process, including providing backup for financial data and variance explanations as needed.
This position has been identified as holding responsibility for food safety and quality of the company. This responsibility extends over all shifts.
During absence, the following position serves as coverage to this position: VP of Strategic Planning and Analysis
Professional Knowledge
Advanced understanding of Financial Planning & Analysis concepts, principles, and practices.
Excellent ability to interpret financial statements
Excellent understanding of Accounting and Financial systems
Excellent knowledge of Microsoft Office Suite and Microsoft Dynamics SL. Experience in SQL access for data
Able to identify improved methods of performing database management, and analysis
Strong analytical and problem-solving skills with excellent attention to detail
Intellectual curiosity and desire to learn about business
Minimum Qualifications
3-5+ years of progressive experience in FP&A, business finance, or operations finance
Prior experience in the food, ag, manufacturing, or CPG industry strongly preferred
Solid understanding of cost accounting, inventory flow, and financial KPIs
Advanced Excel skills required; proficiency in ERP systems, Macros and Power BI or similar tools a plus
Strong analytical, communication, and business partnering skills
Master's degree in Finance, Accounting, Economics, or a related field (CPA a plus)
Comfortable working in a lean, hands-on environment with broad responsibilities
The statements made in any and all of the position postings are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Stahlbush Island Farms, Inc is an equal opportunity employer, focused on the employment and advancement of all applicants and colleagues for employment and promotion without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Stahlbush Island Farms is an equal opportunity employer, program auxiliary aids and services are available upon request to individuals with disabilities.
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$52k-71k yearly est. 15d ago
Financial Analyst - Ambulatory Clinics
Bingham Memorial Hospital 4.7
Finance internship job in Blackfoot, ID
Job Title: Financial Analyst - Ambulatory Clinics Department: Finance Reports To: Chief Financial Officer
About Ambulatory Clinic Operations at Bingham Healthcare
Bingham Healthcare's ambulatory clinics play a critical role in delivering high-quality, accessible care to the communities we serve. Across our hospitals, skilled nursing facility, and outpatient clinics, our providers and clinic teams work every day to ensure patients receive timely, compassionate, and effective care close to home.
Behind that care is a complex operational and financial ecosystem that includes provider productivity, staffing models, scheduling, payer mix, contracts, and clinic workflows all interact to determine both clinical access and long-term sustainability. Financial insight is not just about reporting results; it is about understanding how operational decisions impact performance and how financial data can guide better decisions.
The Financial Analyst of Ambulatory Clinics plays a vital role in this ecosystem. This position partners closely with clinic leadership, operations, providers, and executive leadership to translate financial data into meaningful, actionable insight that supports strong clinic operations, provider success, and fulfillment of Bingham Healthcare's mission.
If you are passionate about healthcare, enjoy connecting numbers to real-world operations, and want your work to directly support patient care and community health, this role offers the opportunity to be part of something bigger than yourself.
Purpose of the Job
The Financial Analyst of Ambulatory Clinic supports the financial and operational performance of Bingham Healthcare's outpatient clinics by serving as a key connector between accounting, operations, and clinical leadership. This role extends beyond accounting to analyze provider productivity, cost structures, and operational drivers, helping leaders understand
why
financial results occur and
how
operational changes may improve performance.
The analyst provides clear, accurate, and actionable financial insights that support provider contract execution, budgeting and forecasting, productivity management, and strategic decision-making, ensuring ambulatory clinics remain financially sustainable while continuing to meet the needs of our patients and community.
Key Responsibilities
Prepare, review, and interpret monthly financial and operational reports for ambulatory clinic operations, translating financial results into operational insight.
Analyze general ledger activity and cost accounting data to understand ambulatory clinic cost structures and operational drivers.
Prepare and analyze monthly work RVUs (wRVUs) for provider productivity monitoring, benchmarking, and contract execution.
Partner with ambulatory clinic leadership and operations to assess how staffing models, workflows, scheduling, and provider behavior impact financial performance.
Assist with annual budgeting, forecasting, and long-range financial planning for ambulatory clinic operations.
Conduct variance analysis comparing actual results to budget, forecast, and prior periods, with a focus on identifying operational root causes.
Develop financial models and ad hoc analyses to support operational decisions, strategic initiatives, and provider-related projects.
Maintain and support cost accounting systems and tools used for ambulatory clinic performance analysis.
Support month-end close activities related to ambulatory clinic financials, provider reporting, and cost accounting.
Participate in special projects, cross-functional initiatives, and other duties as assigned that support organizational financial performance, access to care, and organizational sustainability.
Required Education and Experience
Education: Bachelor's degree in a business-related field, preferably Accounting, Finance, or Healthcare Administration.
Experience: Minimum of two (2) years of experience in ambulatory clinic operations, clinic management, or other healthcare operational environment.
Experience working directly with provider productivity, clinic workflows, or operational decision-making is strongly preferred.
Required Skills, Knowledge, and Abilities
Strong foundational accounting knowledge, including understanding of debits and credits, general ledger structure, and financial statements.
Demonstrated ability to analyze provider productivity using RVUs, including benchmarking, trend analysis, and performance reporting.
Strong operational mindset with the ability to connect financial results to real-world ambulatory clinic operations.
Advanced Microsoft Excel skills, including financial modeling, data analysis, and reporting.
Ability to read, analyze, and interpret complex financial and operational data and present findings clearly to both financial and non-financial audiences.
Strong analytical and problem-solving skills, including the ability to recognize issues, gather data, establish facts, and draw sound conclusions.
Mathematical and statistical skills, including the application of percentages, ratios, probability, and basic statistical analysis.
Strong written and verbal communication skills, with the ability to prepare reports and respond effectively to questions from leadership, providers, and operational teams.
High attention to detail while managing multiple projects, deadlines, and recurring monthly deliverables.
Ability to work independently, prioritize effectively, and collaborate across departments in a team-based environment
Why Join Bingham Healthcare
At Bingham Healthcare, your work directly supports patient care, provider success, and the health of our community. This role offers the opportunity to partner with leaders, influence real decisions, and see the tangible impact of your analysis on ambulatory clinic operations and patient access.
We value collaboration, integrity, and service, and we are committed to creating an environment where professionals can grow, contribute meaningfully, and take pride in the work they do. If you're looking for a role where financial expertise meets purpose-driven healthcare, we invite you to consider joining our team.
$46k-60k yearly est. Auto-Apply 14d ago
Financial Advisor - Tualatin, OR
Country Financial 4.4
Finance internship job in Tualatin, OR
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
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How much does a finance internship earn in Meridian, ID?
The average finance internship in Meridian, ID earns between $22,000 and $36,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.