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Financial Analyst (Healthcare Reimbursement)
Comrise 4.3
Finance internship job in Nashville, TN
Duration: 6 months
Pay Rate: $41-43/hour on W2
Hours: M-F 8am to 5pm
Works with the Financial Services team to support the reimbursement staff in the areas of Medicare DSH claimed on the Filed Cost Reports.
They will also prepare the S-10 Charity/Uninsured and Bad Debt Analysis for the cost report filings.
Major Responsibilities:
Medicare DSH Reimbursement
Accumulate Medicaid eligible days for the Disproportionate Share Reimbursement Calculation on the Filed Cost Report
Assist in supporting all DSH Audits
Completing Appeal Package for DSH related appeals
Performing Medicaid eligibility rematches as needed on a hospital by hospital basis.
Compile all documentation to support the DSH related protest calculations on the filed cost report.
Worksheet S-10:
Complete S-10 Charity/Uninsured Analysis for the filed cost report based upon the current regulations, by performing the steps in the Access model as required
Complete the Bad Debt GL Reconciliation between S-10 and the hospital's general ledger
Assist with supporting all S-10 audits
Compile the 1115 waiver protest days for the states in which this protest applies
Cost Report Simplification
Assist the Financial Services team with supporting the Dodeca tools used by the reimbursement stafff
Compile the CR statistics Dodeca tool for each hospital
Performs other duties as assigned
Requirements:
Bachelor's degree in finance, accounting, or related field
5 years of experience in healthcare reimbursement, demonstrating a working understanding of Medicare regulations and reimbursement principles
Highly proficient in Microsoft Office (strong analytical skills using Excel and Access - using tables, queries, and forms) with the ability to efficiently process and interpret significant amount of patient related data
Knowledge of patient accounting systems
Must have an expert command of Microsoft Office (tables, queries, and forms) and the ability to interpret large volumes of patient-related data.
Must have strong knowledge of Medicare third-party billing, reimbursement, and regulatory compliance.
Welcome to Vaco - an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings. Since 2002, we have expanded to more than 40 locations, and we have no plans of slowing down anytime soon. We are seeking big thinkers to lead us into the future and explore the career of a lifetime.
+ Ranked the #1 Best Staffing Firm to Work for in North America by Staffing Industry Analysts (Category: 500+ Employees)
+ An Inc. 5000 fastest growing private company in America every year since 2007
**A Day in the Life**
Your CFO client just called. Her VP of Accounting just gave notice, or maybe she needs an experienced treasury manager with a strong regulatory background.
The Senior Director is a strategic business thinker and team builder. Someone who is highly competitive with a servant leader's heart. Leading through individual production, the Senior Director is the beacon of success by identifying market trends, attracting, and retaining top performing talent, developing high performing teams, coaching, counseling, and teaching.
**Duties and Responsibilities**
+ Lead, mentor, and develop a team of sales and recruitment professionals, ensuring they meet their weekly and monthly sales and recruitment targets.
+ Set the standard for the team with pace and intensity of personal production.
+ Foster a collaborative and high-performance culture by encouraging teamwork.
+ Collaborate with business stakeholders, including other teams and leaders, to support the fulfillment of open job orders across the organization.
+ Ensure that the team is using technology effectively to log all activities, track job orders, and maintain comprehensive records for business development.
+ Analyze team performance and identify trends or issues that could affect team output or client satisfaction.
+ Collaborate with clients to understand their needs and ensure that recruitment efforts are aligned with their hiring goals.
+ Encourage a culture of continuous learning and improvement, staying up-to-date with industry trends, recruitment strategies, and business development techniques.
+ Implement and share best practices across the team to drive consistent performance and results.
**'Best Place to Work' Perks**
+ True base salary and uncapped compensation package that surpasses industry standards.
+ Annual, FIVE STAR **vacations** (we call it "Vatopia") for meeting top tier performance goals.
+ **World class training** where Vaconians learn and exchange ideas.
+ **Flexible PTO** to take time off that fits your needs and supports your well-being **.**
+ Technology packages that include smart phone coverage, up-to-date equipment, and top tier online resources.
+ **Comprehensive** benefits including medical, dental, vision, 401k, fertility, pet insurance, life insurance, disability and more!
**Desired Competencies and Skills:**
+ **Ensures Accountability** ‐ holds self and others accountable to meet commitments.
+ **Attracts Top Talent** ‐ attracts and selects the best talent to meet current and future business needs.
+ **Manages Conflict** - handles conflict situations effectively, with a minimum of noise.
+ **Customer Focus** ‐ builds strong customer relationships and delivers customer‐centric solutions.
+ **Instills Trust** ‐ gains the confidence and trust of others through honesty, integrity and authenticity.
+ **Drives Results** ‐ consistently achieves results, even under tough circumstances
+ **Resilient** ‐ rebounds from setbacks and adversity when facing difficult situations.
+ **Action Oriented** ‐ takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
+ **Communicates Effectively** ‐ develops and delivers multi‐mode communications that convey a clear understanding of the unique needs of different audiences.
+ **Decision Quality** ‐ makes good and timely decisions that keep the team moving forward.
+ **Drives Engagement** ‐ creates a climate where people are motivated to do their best to help the organization achieve its objectives.
**Qualifications:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
**Education/Experience:**
+ Bachelor's Degree required. CPA, CFA, MBA or other professional designation a plus.
+ Minimum 5 years' selling accounting/financial permanent placement or direct-hire recruiting services.
+ Background in audit, tax, and/or public accounting a plus.
+ Proven success achieving and/or exceeding performance goals.
+ Strong desire to lead while remaining hands-on in business development and/or recruitment.
**Technical Skills:**
+ Must have working knowledge of MS Office Suite
+ Experience with Bullhorn preferred.
**Basic Skills:**
+ Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven.
**Travel** :
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. An applicant may also be eligible to participate in certain incentive compensation programs based on achieving certain performance targets set forth each year and subject to the incentive compensation plan's terms and conditions. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.
Salary Range for this role:
$55,000-$165,000 USD
Vaco, LLC ("we," "our," or "Vaco") respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents. This Notice and Privacy Policy for California Residents applies solely to those who reside in the State of California ("consumers" or "you"). For additional details, click here (************************************ .
California residents may also access Vaco's HR Notice at Collection for California Applicants and Employees (***************************************************************************************************************** .
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
$55k-165k yearly 60d+ ago
Financial Audit Interns
JFF 4.4
Finance internship job in Nashville, TN
Jobs for Humanity is collaborating with Upwardly Global and with Unclassified to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: Unclassified Job Description:
Financial Audit Intern
Summer 2025: June 2 - August 8
About Our Program
The Comptroller of the Treasury's Audit Internship Program is a 10-week paid educational and experiential learning opportunity offering undergraduate students a chance to witness and participate in the audit operations of the office. Interns will spend the summer building skills through their assignment to an active audit, audit-specific training, and professional development training. Interns will also have opportunities to build relationships with each other through shared experiences, such as touring the State Capitol and the Tennessee State Museum.
Intern responsibilities may include learning to examine and review records, reports, financial statements, and management practices for state and local government entities and other organizations receiving public funds. Interns may have the opportunity to evaluate the following: fairness of financial statement presentation, the adequacy of internal controls, the efficiency and effectiveness of an entity's operations and systems, and compliance with laws, regulations, contracts, and grant agreements.
Location
Financial audit internship opportunities are based out of Nashville, Tennessee. Depending on the audit assignment, interns may have the opportunity for limited travel during the summer. Typical travel opportunities are in the Nashville area; however, some may allow for travel to other parts of Tennessee.
Who We're Looking For
We are looking for rising juniors, seniors, or graduate accounting students who are interested in applying what they've learned in the classroom to governmental auditing. To be considered for the internship program, candidates should have successfully completed at least 6 hours of Accounting coursework. Successful interns are those who are adaptable, able to think critically, work well both individually and as part of a team, and are willing to learn and grow. Candidates should exhibit interpersonal and communication skills to communicate tactfully with auditees, coworkers, and others. Interns are expected to apply their classroom accounting knowledge to meaningful audit work.
About Our Office
The Office of the Tennessee Comptroller of the Treasury is responsible for the audit of state and local governmental entities and participates in the general financial and administrative management and oversight of state government. In the Comptroller's Office, we strive to deliver on our mission to make government work better. Through dedicated hard work and commitment, every Comptroller's Office employee accepts personal responsibility to accomplish our mission and uphold it.
Compensation
Interns are paid $24 per hour via a third-party company. This position may require in-state day travel to audit sites. Audit-related travel will be reimbursed.
Equal Opportunity Employer
Pursuant to the Comptroller of the Treasury's Workplace Discrimination and Harassment policy, the Office is firmly committed to the principle of fair and equal employment opportunities for its citizens and strives to protect the rights and opportunities of all people to seek, obtain, and hold employment without being subjected to illegal discrimination and harassment in the workplace. It is the Comptroller's policy to provide an environment free of discrimination and harassment of an individual because of that person's race, color, national origin, age (40 and over), sex, sexual orientation, transgender and gender identity status, pregnancy, religion, creed, disability, veteran's status, or any other category protected by state and/or federal civil rights laws.
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$24 hourly 14h ago
Financial Audit Interns
Jobs for Humanity
Finance internship job in Nashville, TN
Company DescriptionJobs for Humanity is collaborating with Upwardly Global and with Unclassified to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: Unclassified
Job Description:
Financial Audit Intern
Summer 2025: June 2 - August 8
About Our Program
The Comptroller of the Treasury's Audit Internship Program is a 10-week paid educational and experiential learning opportunity offering undergraduate students a chance to witness and participate in the audit operations of the office. Interns will spend the summer building skills through their assignment to an active audit, audit-specific training, and professional development training. Interns will also have opportunities to build relationships with each other through shared experiences, such as touring the State Capitol and the Tennessee State Museum.
Intern responsibilities may include learning to examine and review records, reports, financial statements, and management practices for state and local government entities and other organizations receiving public funds. Interns may have the opportunity to evaluate the following: fairness of financial statement presentation, the adequacy of internal controls, the efficiency and effectiveness of an entity's operations and systems, and compliance with laws, regulations, contracts, and grant agreements.
Location
Financial audit internship opportunities are based out of Nashville, Tennessee. Depending on the audit assignment, interns may have the opportunity for limited travel during the summer. Typical travel opportunities are in the Nashville area; however, some may allow for travel to other parts of Tennessee.
Who We're Looking For
We are looking for rising juniors, seniors, or graduate accounting students who are interested in applying what they've learned in the classroom to governmental auditing. To be considered for the internship program, candidates should have successfully completed at least 6 hours of Accounting coursework. Successful interns are those who are adaptable, able to think critically, work well both individually and as part of a team, and are willing to learn and grow. Candidates should exhibit interpersonal and communication skills to communicate tactfully with auditees, coworkers, and others. Interns are expected to apply their classroom accounting knowledge to meaningful audit work.
About Our Office
The Office of the Tennessee Comptroller of the Treasury is responsible for the audit of state and local governmental entities and participates in the general financial and administrative management and oversight of state government. In the Comptroller's Office, we strive to deliver on our mission to make government work better. Through dedicated hard work and commitment, every Comptroller's Office employee accepts personal responsibility to accomplish our mission and uphold it.
Compensation
Interns are paid $24 per hour via a third-party company. This position may require in-state day travel to audit sites. Audit-related travel will be reimbursed.
Equal Opportunity Employer
Pursuant to the Comptroller of the Treasury's Workplace Discrimination and Harassment policy, the Office is firmly committed to the principle of fair and equal employment opportunities for its citizens and strives to protect the rights and opportunities of all people to seek, obtain, and hold employment without being subjected to illegal discrimination and harassment in the workplace. It is the Comptroller's policy to provide an environment free of discrimination and harassment of an individual because of that person's race, color, national origin, age (40 and over), sex, sexual orientation, transgender and gender identity status, pregnancy, religion, creed, disability, veteran's status, or any other category protected by state and/or federal civil rights laws.
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$24 hourly 60d+ ago
Intern, Care Management
Mhctn
Finance internship job in Nashville, TN
Ranked one of Tennessee's top places to work, MHC is a rare and special place where outstanding company culture is intentional. Where clients and associates are treated the same, as equals.
Mental Health Cooperative, Inc. (MHC) was formed in 1993 to serve individuals with severe and persistent mental illness. Since then, we have expanded our services to children and adolescents with severe emotional disorders across Middle and East Tennessee.
Our sole purpose is to support and treat those challenged with serious mental illness and poverty. Although based out of Nashville, we serve several communities across middle and East Tennessee with satellite offices in Antioch, Gallatin, Dickson, Columbia, Cleveland, Murfreesboro, Clarksville, Cookeville, Chattanooga, and Memphis.
If you are interested in joining a team that is caring, collaborative, innovative and energizing this might be a great place for you!
Bachelor's Level Internship Opportunities:
This internship is for Bachelor's level students. Opportunities will include shadowing various providers for Psych Evals, medication management appointments, and therapy sessions and, provide low level of care management care. Additional learning opportunities may be available in various MHC locations throughout Middle Tennessee.
Internships for undergraduate level interns are comprised of case management and social service delivery for a wide range of ages. You will be observing and shadowing clinical providers along with providing low level care to clients on a walk-in basis, and assisting in some of the specialized departments such as Emergency Psychiatric Services, Healthy Transitions, First Episode Psychosis Initiative, and Medication Assisted Treatment.
$48k-102k yearly est. Auto-Apply 60d+ ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Finance internship job in Nashville, TN
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$63k-87k yearly est. Auto-Apply 12d ago
Associate Financial Advisor
Robert W. Baird & Co.Orporated 4.7
Finance internship job in Nashville, TN
About the Role:
The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.
The Impact You'll Make:
Review, research and analyze data to create customized, annual financial plans for clients.
Deliver the financial plan to clients in partnership with the Financial Advisor/Team.
Connect with next generation clients through planning.
Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts.
Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects.
Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point.
Document, follow up, and support the closing of opportunities identified from the financial planning process.
Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios.
Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
Operate within the team's client service and wealth management strategy to ensure high quality client service.
Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities.
Performs other duties and special projects as necessary.
What You'll Bring to Baird:
Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.
Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CPA, CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
Minimum of three years of investment experience in a client facing role.
Excellent presentation skills, very strong interpersonal and written communication skills.
Proven self-starter, highly motivated, with the ability to work independently.
#LI-PWM5
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$63k-100k yearly est. Auto-Apply 10d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance internship job in Nashville, TN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 5d ago
Financial Advisor
Pinnacle Bank 3.5
Finance internship job in Nashville, TN
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.
We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
We hire experienced professionals who understand the industry and provide effective advice.
We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation.
PRIMARY RESPONSIBILITIES:
Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients.
Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.
Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports.
Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.
Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.
Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans.
Approve loans under approved authority limits.
Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility.
Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's.
Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products.
Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning.
Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department.
Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members.
Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning.
Participate in developmental and training activities as well as projects as directed by management.
Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
Assist other team members as needed to ensure delivery of distinctive service.
Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
College degree is preferred - finance or business-related field.
10 years' experience in banking/financial services.
Knowledge of consumer and commercial banking products.
Strong knowledge base relative to consumer and commercial loan documents.
Knowledge of compliance and federal banking regulations.
Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:
Excellent interpersonal skills, including verbal and written communication skills.
Effective analytical and mathematical reasoning skills with a strong attention to detail.
Ability to work independently and prioritize daily tasks.
Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
Flexibility and ability to multi-task.
Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: EXEMPT
DATE: 06.09.2015
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
$56k-107k yearly est. Auto-Apply 60d+ ago
Financial Advisor - West End
Wilson Bank & Trust 4.0
Finance internship job in Nashville, TN
Financial Advisor The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission.
REQUIRED QUALIFICATIONS:
Bachelor's degree
5 years of financial planning and/or investment advisory experience
Active Series 7 and 66 licenses
Current Life & Health Insurance Licenses
Clean U-4 and U-5 history
Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred
Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services
Experience with servicing high net worth clients
Proficiency with Microsoft Office Suite
Excellent verbal, written, presentation, and interpersonal communication skills
Experience with relationship management and business development with exceptional follow-up skills
Attention to detail, critical thinker and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations
Maintain confidentiality discretion
Ability to interact with customers and employees in a friendly and professional manner
Ability to effectively work in collaboration with others to achieve business objectives
Participate in outside community activities as required working extended hours as needed
Willing to grow and be challenged
$50k-88k yearly est. 60d+ ago
Financial Advisor - Nashville, TN
Corebridge Financial
Finance internship job in Nashville, TN
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$43k-87k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Peachtree Planning 3.5
Finance internship job in Brentwood, TN
Job Description
At Peachtree Planning, financial balance is more than a concept; it is the foundation of how we serve clients and support our advisors. Our mission is to help individuals, families, and closely held businesses build lasting financial confidence. If you're driven, value autonomy in your career, and are passionate about helping others succeed, a financial professional position with our team may be the right next step.
Compensation:
$60,000 - $100,000 yearly
Responsibilities:
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Build and maintain relationships through outreach, networking, and community engagement
Support the development of personalized financial strategies based on individual client situations
Learn to present appropriate planning solutions, including protection and investments, to help clients meet long-term goals
Work closely with your team and learn from experienced advisors through collaboration
Stay up to date on financial concepts, industry tools, and planning best practices.
Maintain a strong commitment to professionalism, ethical standards, and compliance guidelines
Qualifications:
Valid FINRA Series 7 & 63/66 preferred but not required
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
A required Bachelor's degree in business administration, finance, or similarly related field
Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
What We're Looking For
1+ years of experience in financial services or sales (preferred).
A strong understanding of financial planning, investment principles, and client service.
Excellent communication, relationship-building, and analytical skills.
Comfortable with tools such as Microsoft Office, Google Suite, and CRM platforms.
Preferred Licenses (or willingness to obtain):
Life & Health Insurance License
Series 7
Series 66
Compensation & Benefits
Contracted Financial Reps are paid a salary (subject to validation based on production) plus additional incentive compensation, creating unlimited earnings potential. Additional subsidies are available during your first 4 contract years while you build clientele, recurring fees, and renewal income.
Up to $5000 of activity-based bonuses are also available during your first 60 days of Pre-contract activity.
401(k) + Matching
Dental, Vision & Health Insurance
Paid Training & Professional Development
Referral Program
Life Insurance
Retirement Plan
Compensation Package:
Commission pay
Experience:
Financial concepts: 1 year (Preferred)
Location:
Brentwood, TN 37027 (On-site position)
Why Peachtree?
Proven success through mentorship and coaching
Ability to create a flexible schedule
Part of a National Network for support and development
A mission that aligns with helping others reach financial freedom
About Company
Our History
A Firm With Deep Roots:
Nearly 40 years ago, Purple Heart recipient and proud University of Georgia alum Bob Mathis took a courageous leap of faith to pursue his version of the American dream, and he started a business - and thus, Peachtree Planning was born. Over the last 4 decades, Bob's vision and the firm's success have been stewarded by multiple generations of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients.
To learn more about the firm, please visit **************************
$60k-100k yearly 26d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance internship job in Nashville, TN
**_What Financial Planning & Analysis 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.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**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:** 1/21/2026 *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.
_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 (***************************************************************************************************************************
We do Consulting DifferentlyThe BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of transaction advisory assignments. Articulating findings and recommendations around the key financial and business issues in a transaction and key value drivers are critical components for this position. The ideal candidate will have skills in the following areas:
Financial Statement Review and Reconciliations
Quality of Earnings
Quality of Net Working Capital
Business and Transactional Performance
Responsibilities
Support the day-to-day activities of BRG's Corporate Finance - Transaction Advisory client service teams executing on buy and sell side diligence engagements.
Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement.
Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to quality of earnings, financial trend analysis, working capital trending, and benchmark, financial statement review, and business plan assessments.
Demonstrate the ability to work in a team environment; collaborate with TA and BRG experts, professionals from other firms and client contacts to achieve engagement objectives.
Lead the preparation of reports, written analyses, presentations, and other client deliverables.
Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development.
Demonstrate the highest degree of professionalism, ethics, quality, and integrity.
Assist in identifying issues for purchase price adjustments and potential deal structuring insights.
Basic Qualifications
Bachelors or Masters degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field (MBA or CPA is a plus);
1 to 3 years of prior work experience; ideally in a consulting or professional services environment;
Interest and knowledge in the Healthcare Financial industry;
Strong data analysis skills and problem solving abilities;
Desire and ability to manage processes and other staff;
Strong written and oral communication skills and a demonstrated ability to interact with senior management;
Ability to work independently on smaller transactions; and
Willingness to travel up to 40% when/if needed
Preferred Skills:
Proficient in Microsoft Word, Excel, PowerPoint;
Experience with Big Data analysis, Data Visualization, and/or Business intelligence tools;
Ability to manage multiple tasks and prioritize changing work demands;
Ability to understand legal documents and complex agreements;
Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.); and/or
Experience and depth of knowledge of industry players, key industry drivers, and current trends.
Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship. Salary Range: $65,000 to $110,000 per year.
About BRG
BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead.
At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe.
Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world.
At BRG, we don't just show you what's possible. We're built to help you make it happen.
BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.
$65k-110k yearly Auto-Apply 60d+ ago
Accounting and Finance Consulting - Senior Associate, Strategic Finance and FP&A, Advanced Decision Modeling (Boston/Hybrid)
RSM 4.4
Finance internship job in Nashville, TN
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a company's life cycle via in-depth consulting and financial modeling.
The ideal Senior Associate candidate has 2+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered. Advanced financial modeling experience is required for any candidate to be considered.
Responsibilities:
* Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations and divestitures
* Interpret data and propose strategies based on future risk trends, market and industry influences, Evaluate current and historical financial data
* Study economic and business trends
* Be current with business and economic issues relevant to the client's business.
* Utilize technology and tools to provide innovative high value services
* Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge
Qualifications:
* Expert at developing and explaining fully integrated 3-Statement financial models in Microsoft Excel
* Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event
* Proficiency and experience creating board level and management ready presentations in Power Point highlighting key Client deliverables, findings, and solutions
* Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches
* Strong fundamental valuation skills including exceptional understanding of both the income and market approaches
* Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of related work experience involving financial analysis
* Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&A team
* Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx
* Willingness to travel up to 25% to meet client needs
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $69,800 - $132,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$69.8k-132k yearly Easy Apply 24d ago
Financial Advisor - Nashville
Thrivent Financial 4.4
Finance internship job in Nashville, TN
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$41k-79k yearly est. Auto-Apply 60d+ ago
Consultant, Healthcare Finance & Strategy
Forvis, LLP
Finance internship job in Nashville, TN
Description & Requirements The Strategy & Finance Healthcare Consulting team empowers healthcare leaders to deliver quality care, invest in growth, and address workforce challenges-all while meeting the unique needs of their communities. In a rapidly evolving landscape, the team brings deep expertise across the care continuum to guide strategic and financial planning. Their practical, data-driven approach helps organizations navigate regulatory shifts, payment reform, and operational complexity with confidence and clarity.
What You Will Do:
* Guide the strategic vision and direction of healthcare organizations to drive profitability and sustainable growth.
* Conduct preliminary research and analyze existing data to understand key issues and inform decision-making.
* Identify, assess, and recommend solutions across a broad range of strategic and operational engagements.
* Perform comprehensive performance assessments, including financial, operational, and clinical benchmarking, as well as economic analysis.
* Evaluate strategic recommendations within financial, organizational, and operational frameworks to ensure feasibility and successful implementation.
* Continuously learn and develop technical expertise relevant to our consulting practice and the healthcare clients we serve.
* Collaborate effectively both independently and within team environments.
* Build and maintain relationships with healthcare professionals across service lines to stay informed about the firm's offerings and support coordinated business development efforts.
* Support engagement teams on both client-facing and internal projects, including client and engagement management, data analysis, solution implementation, and delivery of results.
Minimum Qualifications:
* Bachelor's or Master's Degree in a Business or Healthcare discipline
* Intermediate to Advanced skill sets in Microsoft Office products (Word, Excel and PowerPoint)
Preferred Qualifications:
* 1+ year(s) of relevant experience in the healthcare industry
* MBA, MHA, MPH, or MPA
#LI-BHAM, #LI-ATL, #LI-IND, #LI-CLTSP, #LI-GVNC, #LI-RAL, #LI-CIN, #LI-NASH, #LI-RICH, #LI-TYS
#LI-CH2
$51k-78k yearly est. 4d ago
Personal Finance Consultant
The Strickland Group 3.7
Finance internship job in Nashville, TN
Join Our Dynamic Insurance Team - Unlock Your Potential!
Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential.
NOW HIRING:
✅ Licensed Life & Health Agents
✅ Unlicensed Individuals (We'll guide you through the licensing process!)
We're looking for our next leaders-those who want to build a career or an impactful part-time income stream.
Is This You?
✔ Willing to work hard and commit for long-term success?
✔ Ready to invest in yourself and your business?
✔ Self-motivated and disciplined, even when no one is watching?
✔ Coachable and eager to learn?
✔ Interested in a business that is both recession- and pandemic-proof?
If you answered YES to any of these, keep reading!
Why Choose Us?
💼 Work from anywhere - full-time or part-time, set your own schedule.
💰 Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month.
📈 No cold calling - You'll only assist individuals who have already requested help.
❌ No sales quotas, no pressure, no pushy tactics.
🧑 🏫 World-class training & mentorship - Learn directly from top agents.
🎯 Daily pay from the insurance carriers you work with.
🎁 Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary
🏆 Ownership opportunities - Build your own agency (if desired).
🏥 Health insurance available for qualified agents.
🚀 This is your chance to take back control, build a rewarding career, and create real financial freedom.
👉 Apply today and start your journey in financial services!
(
Results may vary. Your success depends on effort, skill, and commitment to training and sales systems.
)
$47k-75k yearly est. Auto-Apply 60d+ ago
Resident Management Intern
4Rahlp1 American Homes 4 Rent, L.P
Finance internship job in Nashville, TN
Since 2012, we've grown to become one of the leading single-family rental companies and homebuilders in the country, recently recognized as a top employer by Fortune and Great Place To Work . At AMH, our goal is to simplify the experience of leasing a home through professional management and maintenance support, so our residents can focus on what really matters to them, wherever they are in life.
AMH's Internship Program provides a comprehensive range of opportunities for professional, leadership, and personal development, supporting interns' career growth. As a Resident Management Intern, you will have the opportunity to connect with peers, participate in Executive-led professional development sessions, and acquire invaluable industry-specific experience. The program provides hands-on experience in the innovative Single Family Rental REIT industry, enabling you to gain a comprehensive understanding of this groundbreaking field. By the end of the program, interns will have gained valuable skills and knowledge that will be beneficial in their future careers.
Internship Learning Objectives/Task Goals:
Work closely with the District & Resident Management team to attain knowledge in understanding the full spectrum of responsibilities and day-to-day tasks involved with property management.
Gain knowledge of marketing strategies, budget management, and understanding customer service.
Learn and participate in field operations visiting homes, reviewing marketing processes and field quality.
Become familiar with AMH applications and operational techniques through trainings and apply as needed.
Work with property management team to assist with sales process from start to finish, overcoming objections, providing solutions, building relationships, and creating excitement.
Assist with ensuring our properties meet the Company's standards by communicating maintenance and upkeep needs to the property's maintenance team members.
Learn and apply the customer experience which includes responding quickly and courteously to resident's concerns and questions, taking prompt action to solve problems, and conveying requests to the appropriate individual(s).
Work on special cross-functional projects that require building relationships and partnering with other groups and business partners to reach goals.
Provide support by assisting team with completing various financial, administrative, and other reports as needed.
Participate and support in community relations initiatives.
Attend weekly/bi-weekly team meetings.
Perform other duties and work on miscellaneous projects as requested.
Minimum Education/Skills/Experience/Credentials:
Enrolled in/graduated from a university degree program preferred.
Ability to maintain confidentiality of all aspects of job responsibilities.
Carries out all responsibilities in an honest, ethical, and professional manner.
Intermediate proficiency in MS Office Suite, including MS Excel.
Ability to meet tight deadlines and effectively prioritize and manage multiple concurrent projects.
Strong work ethic and a positive attitude; dependable, require minimal supervision.
Excellent communication skills, both verbal and written.
Results-driven achiever with exemplary planning and organizational skills, along with a high degree of detail orientation.
Robust assessment, analytical, critical thinking, and problem-solving skills.
This is a paid internship, however AMH does not provide housing, relocation, or transportation assistance.
Availability to commit to 40 hours per week from June 8th to August 14th, Summer of 2026.
AMH is an equal opportunity employer.
AMH conducts pre-employment background screening.
Compensation
The anticipated pay range/scale for this position is $22.00 hourly. Actual starting base pay within this range will depend on factors including geographic location, education, training, skills, and relevant experience.
CA Privacy Notice: To learn more about what information we collect when you apply for a job, and how we use that information, please see our CA Job Applicant Privacy Notice found at *************************************
#LI-DNP
$22 hourly Auto-Apply 39d ago
Financial Advisor
First Command Financial Services 4.7
Finance internship job in Mount Juliet, TN
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-AS1
How much does a finance internship earn in Nashville, TN?
The average finance internship in Nashville, TN earns between $25,000 and $47,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.
Average finance internship salary in Nashville, TN
$34,000
What are the biggest employers of Finance Interns in Nashville, TN?
The biggest employers of Finance Interns in Nashville, TN are: