Finance internship jobs in New Haven, CT

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Financial Advisor
Edward Jones 4.5
Finance internship job in Stamford, CT
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 1d ago
Intern, Investor Center - CT
Fidelity 4.2
Finance internship job in West Hartford, CT
Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center! The 10-week Fidelity Intern Program ( we lovingly call it our FIDTERN Program ) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. Where you spend your summer internship can be a big decision and takes a lot of dedication - we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… Find Your Purpose - as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. Never a Dull Moment - Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events - everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. Note: Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment. The Expertise We're Looking For Undergraduate students in your junior year of college Interest in investing and wealth management Experience in customer service, retail, sales or banking Leadership experience and involvement in student organizations The Purpose of Your Role As Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity. The Skills You Bring Your professional demeanor & collaborative problem-solving skills Basic understanding of the current market, economy and economic trends Ability to promote customer loyalty while providing an extraordinary customer experience The Value You Deliver As one of the first points of contacts in the branch: You assist financial professionals with providing a full range of investment products and services You collaborate with team members to bring a fresh perspective to help solve business challenges You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry By identifying new opportunities for enhancements, you help think about our business and our customers in a different way Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer. PI26INT Certifications:Category:Administration Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$77k-109k yearly est. 60d+ ago
Finance intern
CIRI
Finance internship job in Bridgeport, CT
Job DescriptionDescription: Description: CIRI is seeking a motivated intern to support its finance department. Duties may include bookkeeping, data entry, filing, and Microsoft Excel spreadsheet management. Qualifications: · Currently pursuing a degree in finance, accounting, or a related field. · Experienced with bookkeeping and Microsoft Excel Detail-oriented with good organizational skills Strong communication and interpersonal skills. Ability to work with diverse populations in a culturally sensitive manner. Location: CIRI's Bridgeport headquarters Duration and Schedule: This is an unpaid internship position requiring a commitment of 10-15 hours per week for a duration of 4 months or one semester. The schedule is flexible and can be tailored to accommodate the intern's academic requirements. Requirements:
$36k-53k yearly est. 19d ago
2026 Intern - Finance
Nassau 3.4
Finance internship job in Hartford, CT
Nassau's 10-week, summer internship program in our Hartford, CT office prepares college students for careers on the cutting edge of insurance and asset management. We have multiple opportunities to learn more about a specific field or functional area while gaining valuable hands-on work experience. The program allows Nassau to build relationships with the top talent of the future. Our Finance Internship Program offers students the opportunity to gain hands-on experience in a dynamic corporate environment. Interns will work alongside finance professionals to support key functions such as financial analysis, forecasting, and reporting. This program is designed to provide exposure to real-world business challenges, enhance technical and analytical skills, and develop a strong understanding of financial operations within the organization. Internships are available in the following finance departments: Financial Planning and Analysis, Internal Audit, Investment Accounting, and Treasury. Principal Duties and Responsibilities by Department Financial Planning & Analysis Support quarterly FP&A reporting, including preparing presentations and summarizing results versus plan for senior leadership Assist in preparing and analyzing quarterly reforecasts, gaining exposure to GAAP, statutory financial planning, and core business concepts in Life, Annuity, and Asset Management Help communicate financial results to provide insights into key business drivers and support informed decision-making Contribute to process improvement initiatives by documenting workflows, identifying efficiency opportunities, and supporting a strong control environment Learn to utilize financial systems and tools (Excel, PeopleSoft, reporting platforms) to extract, analyze, and interpret data Collaborate on ad hoc projects, providing research, analysis, and administrative support as needed Assist with expense management reporting, including compiling and analyzing data for monthly and quarterly reviews Support accounts payable activities, such as invoice tracking, coding, and reconciliation Internal Audit Opportunity to assist with a range of duties across Nassau Internal Audit department Gain exposure to the auditing profession and learn about day-to-day responsibilities of Internal Audit Build understanding of risks and controls and how to identify risk points within a process Learn about and support controls and audit procedures (nature, timing and extent), and assist with special projects Gain exposure to internal audit testing over processes and controls across various areas of the company (i.e. Actuarial, Finance, IT, Investments and Operations) and build new relationships through interactions with the various areas Exposure to documenting workpapers and concluding on testing within audit software Performs other duties as assigned Investment Accounting Opportunity to assist with a range of duties across Nassau corporate finance and accounting and/or work within targeted functions Build understanding of finance systems, including general ledger, sub-ledger, planning and reporting systems; expand use of excel spreadsheets/pivot tables for accounting work Gain exposure to corporate accounting and financial reporting including insurance company GAAP and Statutory analysis and reporting Exposure to quarterly financial close cycle, general ledger journal entries, and account reconciliation Learn about and support strategic planning, treasury and bank processes, controls and audit procedures, and special projects Assist with expense accounting, accounts payable activity and pay cycles, and allocations Interact with other areas of the company in finance role and build new relationships Performs other duties as assigned Treasury Work on key treasury and investment activities with a focus on liquidity management, reporting, and treasury systems and technology Build an understanding of corporate liquidity needs and asset structures via preparation of forecast models Help with investment planning through liquidity positioning and work closely with other finance and investment teams Assist with the development, enhancement, and validation of financial models for capital and risk management Support model documentation, testing, and governance, ensuring accuracy and compliance with standards Communicate findings clearly and support discussions on process improvements Knowledge, Skills and Abilities Applicants should be pursuing a degree in Accounting, Finance, or related fields Excellent communication and interpersonal skills Strong technology skills and use of various applications/software (Excel, Access, Word, PowerPoint, Peoplesoft, Visio, MS Office, MS Access) Team player with the ability to work independently in fast-paced dynamic environmentâ¯ Knowledge of insurance and financial markets a plus Detail-oriented and solid decision-making skills Ability to identify and evaluate potential issues and/or improvement opportunities (accounting, reporting, reconciliation, etc.) Compensation Nassau maintains a holistic compensation philosophy focused on competitive base salaries, performance driven incentives, and unique professional development opportunities. The combination of compensation, benefits, and an entrepreneurial culture along with related experiences is key to recruiting and retaining talent. Our compensation system is designed to reward performance, support development and job growth, and compensate individuals relative to their contribution to our organization. The base pay for this role is: $23/hr. Visit our Careers page and apply online at ******************** Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau was founded in 2015 and has grown to $1.6 billion in total adjusted capital, $25.6 billion in assets under management, and 361,000 policies and contracts as of September 30, 2025. As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs. Nassau provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
$23 hourly 19d ago
Intern-Finance
Bigelow Tea 4.5
Finance internship job in Fairfield, CT
Finance Department Intern - Summer 2026 Director Finance Corporate Control, Finance Objective: To work with all groups in the Corporate Finance team with a view to gaining an insight into how the Accounting and Finance functions support the organization. The objective of this internship is for the student to develop a practical understanding of how Accounting, Treasury, FP&A, and transactional finance functions support the operational and strategic goals of the business. The intern will partner with cross-functional teams including Supply Chain, Operations, and Corporate Finance leadership to develop analytical, technical, and business skills through hands-on assignments. Area of Focus/Project Details: Treasury & Cash Management Support Work directly with the Treasurer to understand daily cash management processes, liquidity management, debt obligations, and banking relationships. Accounts Receivable & Deduction Review (with Supply Chain Coordination) Collaborate with the AR Manager and Supply Chain team to evaluate customer deductions, pricing discrepancies, and freight claims common in manufacturing operations. Assist in root-cause analysis of recurring deduction issues and help develop process improvement recommendations. Support resolution efforts, documentation, and follow-up with customers as needed. Audit Support (Corporate Controller & Staff Accountant) Assist the Corporate Controller and Accountant in compiling audit schedules, retrieving supporting documentation, and preparing reconciliations. Accounts Payable & Invoice Resolution Support the AP team in researching invoice variances and assisting with 3-way match issues common to manufacturing (PO, receipt, invoice). Partner with Purchasing or Operations when necessary to clear outstanding items and improve invoice processing timeliness. Financial Planning & Analysis (FP&A) Support - FY27 Budget Develop insights into cost drivers unique to manufacturing-such as material costs, labor efficiency, overhead allocation, and volume forecasting. Fixed Asset Reconciliation & Year-End Support Support preparation for year-end close activities by helping verify accuracy and completeness of fixed asset records. Educational Requirements Pursuing a bachelor's degree in accounting, Finance, Business Administration, or a related field. Entering junior or senior year at an accredited college or university. Required Skills & Qualifications Strong working knowledge of Microsoft Office Suite, particularly Excel (pivot tables, lookups, data analysis), PowerPoint, and Word. Strong analytical and problem-solving skills. Ability to work collaboratively with multiple stakeholders across finance, supply chain, and operations. Strong organizational skills with attention to detail and accuracy. Preferred Skills Experience or coursework in database design, data analysis, or financial systems preferred. Familiarity with ERP systems (SAP, Oracle, JD Edwards, etc.) is a plus. Interest in manufacturing operations, cost accounting, and business process improvement. Timing of internship (start and end date) Start date: June 2026 End date: August 2026
$38k-45k yearly est. 25d ago
Franklin Templeton Investment Solutions (FTIS) - Undergrad Intern
Franklin Templeton 4.8
Finance internship job in Stamford, CT
At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! 2026 Undergraduate Summer Intern - Job Posting Department Title: Undergrad Intern - Marketing & Communications (Franklin Templeton Investment Solutions - FTIS) Position Summary: The FTIS Marketing team develops and executes marketing strategies for Franklin Templeton Investment Solutions (FTIS), Franklin Templeton's multi-asset investment team. FTIS delivers customized, multi-asset solutions by leveraging Franklin Templeton's global capabilities and expertise from over 18 specialized investment teams, giving clients access to a broad range of strategies across public and private markets. Our marketing team leads thought leadership, client proposals, messaging, and digital marketing channels such as web, social media, and email to support FTIS' objectives. This internship provides a hands-on opportunity to gain experience in digital marketing within a leading global asset management firm. The intern will work alongside experienced marketing professionals and gain exposure to cross-functional collaboration with investment, digital, and communications teams. You will have the opportunity to: • Contribute to real-world projects across web, social media, and email platforms. • Learn how financial content is developed, distributed, and measured for impact. • Be part of an innovative, fast-paced team that helps shape the digital presence of Franklin Templeton Investment Solutions. Team Culture: Our team is collaborative, creative, and strategic. We value curiosity, initiative, and teamwork. The environment is supportive and fast-moving, with open communication and shared goals. We partner with colleagues across marketing, investment, and communications to deliver cohesive, high-quality materials that strengthen FTIS profile and engagement with clients. An intern in this department can expect to learn: • How marketing initiatives are planned, executed, and analyzed. • The fundamentals of social media management and content optimization. • How to use digital analytics to measure engagement and performance. • The process of developing and maintaining marketing materials and web content. • How large organizations collaborate across functions to achieve marketing goals. Key Responsibilities Can Include: • Assisting with content creation, scheduling, and reporting for social media channels. • Supporting updates and improvements to web pages and email campaigns. • Helping to organize and maintain marketing assets and report on analytics dashboards. • Researching industry trends and best practices in digital marketing. • Collaborating with team members to support ongoing strategic initiatives. Ideal Qualifications: • Working toward a bachelor's degree in Marketing, Communications, Business, or a related field. • Strong written and verbal communication skills. • Interest in finance, investing, or digital media. • Experience with Microsoft Office and familiarity with digital or social media platforms. • Detail-oriented, organized, and eager to learn. • Ability to work independently and collaboratively within a team environment. Ready to make moves? Apply today! Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered. Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests. This is a full-time internship where students will work approximately 40 (dependent on state/location) hours per week and earn competitive hourly pay of $30 (dependent on location and function) USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
$30 hourly Auto-Apply 17d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance internship job in New Haven, CT
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 24d ago
Financial Analyst Summer Intern 2026
IBM 4.7
Finance internship job in Armonk, NY
**Introduction** AI, Hybrid Cloud, Quantum - IBM does more than just innovate and create these technologies; our purpose is to be the catalyst that makes the world better. We are helping all industries, from cybersecurity and supply chain to farming and the arts, to solve difficult problems through the power of technology. Known as the "knowledge behind the numbers," Financial Analysts are considered to be trusted business advisors, working within IBM's business units and geographies, as well as in a myriad of specialized corporate functions. IBM's finance organization is instrumental in driving innovative improvements to global financial processes while providing measurable value to the business. **Your role and responsibilities** The IBM Finance Organization is responsible for driving enterprise performance and efficiency. We are the financial stewards of the enterprise delivering IBM's financial strategy with consistency, integrity and transparency. We are currently seeking to fill summer intern positions for a range of functions such as accounting, tax, financial planning, pricing, business controls, treasury, business development and global financing. Specific roles and responsibilities will vary by position, however, in each role, candidates will be assigned to highly visible projects and have the opportunity to interact with and learn from senior managers. Are you eager to learn from others? Are you open to new ideas? Do you enjoy collaborating globally, using data analytics to provide actionable insights and have a passion to drive innovation? Then we ask you: are you ready to join the company that has become essential to the world, driven by that same passion? Candidates must have the ability to work in the US without current or future need for sponsorship. **Required technical and professional expertise** * Enrolled in a Finance/Accounting or closely related degree program * Excellent oral and written communication skills * Strong background in Microsoft Excel * Adept in technology and use of AI * Proven Leadership **Preferred technical and professional experience** * Finance or Business Bachelor's Degree (Rising Senior preferred) IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
$56k-74k yearly est. 47d ago
Risk & Financial Analyst
Limra and Loma 3.7
Finance internship job in Windsor, CT
About Us: Recognized as the trusted source for industry knowledge, LIMRA AND LOMA provides research, training, development, and networking solutions to financial services companies. In a rapidly changing marketplace, companies rely on us for our industry insight, practical solutions, and unwavering commitment to their success. Why Join Us: Leading life insurance and financial services organizations around the world rely on our membership to make bottom-line decisions with greater confidence. They turn to us for: Research: Catalysts for new ideas, industry benchmarking, and strategic planning. Learning & Development: Programs to assess, train, and increase productivity, and develop future corporate leaders. Networking: Connections with industry leaders and peers through study groups, committees, and conferences. Are you looking to join an organization whose mission is to advance the financial services industry by empowering our members with knowledge, insights, connections and solutions? If so, LIMRA and LOMA, the world's largest association of life insurance and financial services companies, which represents 1,100 member companies in 71 countries, including most of the world's largest life insurance and retirement companies is the organization for you! The Big Picture: Provides organizational support, financial oversight, and risk management guidance to division head, CVP, and Director to facilitate effective business decision-making and drive operational success. Operates with a high degree of autonomy, applying critical thinking and sound judgment to manage complex tasks and competing priorities. Serves as a facilitator between the division, sales team, and key internal functional areas such as Legal and Accounting to ensure adherence to policies and procedures while balancing customer needs and supporting the efficient delivery of services. We ask that team members be onsite in Windsor, CT 2-3 days weekly What will you be doing? Financial & Sales Reporting Prepare the annual budget including, but not limited to, revenue, expense & timing, in conjunction with appropriate sales and ops team members Review monthly reports for division at department level and provide analysis to division head and other stakeholders on monthly, quarterly and annual variances and trends Evaluate, update, modify and correct allocation of revenue and expenses Evaluate and properly reconcile sales reporting and revenue recognition tied to business contracts Produce monthly revenue reports of progress against goals at a product and country level Prepare weekly enrollment reports against goals at a country level Utilize Salesforce.com to monitor pipeline data for forecasting and planning purposes Report travel expenses against budget by person on a monthly basis to help the team manage their expenses within budget Develop ad hoc reports, as requested Manage expenses within the annual budget, providing expense savings suggestions where possible Support incentive plan and commission structure development and implementation Work with outside accounting firm to effectively monitor and manage the financial processes of our foreign entity Evaluate all budget variances and prepare management comments for the international departments Produce reports, analyses, pro forma, financial projections that support division financial management and management presentation requirements Administrative Processes Coordinate monthly and quarterly contractor payments with Accounting Process and approve expenses for reimbursement to staff and contractors, reviewing expense reports for adherence to policy, both inside and outside the reporting system Utilize internal accounts payable system for department expenses, monitor for expense issues Request invoices per contract terms Manage the commission process from sale to payment Proofread proposals for accuracy Validate pricing in proposals using internal pricing guidelines Risk Management Create contracts starting from proforma templates for contractors, vendors and customers ranging from standard to custom/complex Respond to inquiries regarding contract clauses Work with the sales team and customers directly to overcome contract language challenges Ensure contracts are accurate and meet required legal standards Act as liaison with internal counsel and teams for contract review, approval, and exceptions Maintain contract records and report on status Monitor in-force contract status and act on expiring contracts accordingly Work with outside legal firms as needed for specialty topics such as copyrights, foreign laws, and intellectual property Proofread and review legal documents with exceptional attention to detail and reading comprehension to ensure accuracy, consistency, and adherence to legal and organizational standards Demonstrate strong reading and analytical skills to interpret complex legal language and identify potential risks or discrepancies Overall Division Support Support an environment of continuous improvement by regularly evaluating processes, making recommendations for efficiencies, and implementing process change Cross train with others in department to improve coverage Qualifications: Education/Experience Have a bachelor's degree or comparable work experience in business, legal or accounting Experience with financial and sales reporting, including a minimum of 2-4 years of experience in preparing revenue and expense budgets and commissions Preferred experience in procurement or contracting, including familiarity with reviewing and drafting legal agreements such as MSA's, SOW's, NDA's, ICA's, and SA's in a corporate or legal environment International business experience a plus Salesforce.com experience preferred Skills/Knowledge Strong analytical and critical thinking skills; able to assess complex information and make sound decisions, even in ambiguous situations Proven ability to work autonomously with minimal supervision, demonstrating initiative and accountability Excellent verbal and written skills. Ability to communicate effectively and professionally with a diverse range of internal and external customers; strong interpersonal skills Exceptional editing and proofreading skills Outstanding attention to detail and accuracy in work product a must Exceptional organizational and time management skills to manage multiple projects simultaneously Knowledge of the Microsoft Office Suite with advanced level skill in Microsoft Excel Comfortable interacting and coordinating with various internal and external constituencies Requires less than 5% of time traveling Who we are: Companies come to us because no other organization is in a better position to help them understand their customers, markets, distribution channels, and competitors. Leading life insurance and financial services organizations around the world rely on their membership for one simple reason - they can make bottom-line decisions with greater confidence. We believe that greatness is built from the inside out. It is created by individuals who share common goals, and who support and rely on one another to achieve them. Our core values (Integrity, Customer Focus, Adaptability, Respect and Excellence) guide us in how we treat, respond to and interact with our Customers, and one another. We do our best to support our employees in making the most of their lives both inside and outside of work. We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
$101k-155k yearly est. 59d ago
Personal Financial Representative
American Eagle Financial Credit Union Incorporated 4.5
Finance internship job in North Haven, CT
The Opportunity Ready to make a lasting difference in people's lives? As a Personal Financial Representative, you'll play a key role in delivering exceptional service and trusted guidance to our members. This is an opportunity to build lasting relationships, offer thoughtful financial solutions, and support individuals as they navigate important financial decisions. By taking the time to understand each member's unique goals and circumstances, you'll provide personalized support that makes a meaningful difference, helping our members feel confident, informed, and valued every step of the way. Location - North Haven Hours - Fulltime You Are People Focused You build trust through empathy, active listening, and clear communication. You enjoy helping others and are committed to delivering a positive experience in every interaction Solutions Oriented You approach each conversation with curiosity and care, identifying needs and offering tailored financial solutions that align with our members' goals Purpose Driven You find meaning in making a difference and thrive in a mission focused environment where your work supports financial freedom and long-term impact Accountable & Adaptable You take ownership of your work, embrace feedback, and adapt with confidence in a fast-paced, evolving workplace We Are A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights. Key Responsibilities Grow Membership and Deepen Relationships: Expertly onboard new members and seamlessly handle Visa, consumer loan, and home equity loan applications Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience Collaborate with internal and external partners such as financial advisors, merchant services, and mortgage originators to expand service offerings to our members Member Service: Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction Educate members about Credit Union products and services, helping them make informed decisions and optimize their financial well-being Community: Represent the Credit Union at sponsored community events to promote positive engagement Participate in volunteer activities within the local community to support and enhance the Credit Union's presence Support and participate in business development activities such as bank at work, lunch and learns, and financial literacy events Education and/or Experience While this level of expertise will generally be attained with a minimum of two years in a previous banking/customer service role and High School Diploma/GED, priority will be placed upon the demonstration of the ability to meet qualifications without an absolute focus on duration of experience, in recognition that the attainment of such qualifications may be obtained at different paces by different individuals. Opportunities for Growth At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you're building new skills or exploring new paths, you'll be supported every step of the way, because when you grow, we all rise together. AEFCU is an Equal Opportunity Employer Veterans/Disabled
$31k-39k yearly est. Auto-Apply 23d ago
Financial Representative
NYC 4.4
Finance internship job in Norwalk, CT
Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on: - Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits Responsibilities: - Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives. - Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments. - Create a referral based practice to build your clientele. Financial Representative Benefits: Northwestern Mutual is committed to offering a comprehensive benefit program: - Top-Ranked Training Program - Competitive Benefits Package - Leadership Opportunities - Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) - Personalized Mentorship from Top Advisors and Industry Leaders - Unlimited Earning Potential Qualifications Preferred Qualifications: - Bachelor's degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.
$34k-73k yearly est. 60d+ ago
Financial Analyst
Mindlance 4.6
Finance internship job in New Haven, CT
Experience 10+ years of successfully managing and delivering on FP&A ( financial planning and analysis ) and reporting systems initiatives 5+ years of SAP experience Experience leading the design, build, and implementation of master data (MDM) solutions Experience with FP&A planning tools such as Anaplan or Tagetik Experience leading the design, build, and implementation of reporting solutions using SAP tool sets Additional Information Thanks & Regards Praveen K. Paila ************
$65k-87k yearly est. 1h ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance internship job in Hartford, CT
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 12d ago
Local to Rocky Hill, CT_Finance Analyst(Jr. Role)
360 It Professionals 3.6
Finance internship job in Rocky Hill, CT
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement. Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile. Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us. We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change. Job Description We are looking to fill a position for Financial Analyst in Rocky Hill CT. Conduct analyses of various financial factors and financial databases of internal customer data. Interpret results, present findings and recommendations to direct supervisor. Ability to develop ad hoc processes to address efficiency gains, and translate into repeatable procedures; Interface with a local , Manila and to explain the methodology and results of the analyses, Documentation and validation of results and processes related to the analyses. Qualifications A Bachelor's Degree in finance is required, (or in technology, business or equivalent can be considered as well). experience in financial operations is a plus. Experience with financial analysis or analytical tools, high level Office knowledge (excel) is required, project management and very good communication, analytical and organizational skills are plus Additional Information Local candidates are acceptable for this position.
$68k-102k yearly est. 1h ago
Finance intern
CIRI
Finance internship job in Bridgeport, CT
Internship Description Description: CIRI is seeking a motivated intern to support its finance department. Duties may include bookkeeping, data entry, filing, and Microsoft Excel spreadsheet management. Qualifications: · Currently pursuing a degree in finance, accounting, or a related field. · Experienced with bookkeeping and Microsoft Excel Detail-oriented with good organizational skills Strong communication and interpersonal skills. Ability to work with diverse populations in a culturally sensitive manner. Location: CIRI's Bridgeport headquarters Duration and Schedule: This is an unpaid internship position requiring a commitment of 10-15 hours per week for a duration of 4 months or one semester. The schedule is flexible and can be tailored to accommodate the intern's academic requirements.
$36k-53k yearly est. 17d ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in New Haven, CT
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$68k-115k yearly est. Auto-Apply 20d ago
Financial Analyst Summer Intern 2026
IBM Corporation 4.7
Finance internship job in Armonk, NY
Introduction AI, Hybrid Cloud, Quantum - IBM does more than just innovate and create these technologies; our purpose is to be the catalyst that makes the world better. We are helping all industries, from cybersecurity and supply chain to farming and the arts, to solve difficult problems through the power of technology. Known as the "knowledge behind the numbers," Financial Analysts are considered to be trusted business advisors, working within IBM's business units and geographies, as well as in a myriad of specialized corporate functions. IBM's finance organization is instrumental in driving innovative improvements to global financial processes while providing measurable value to the business. Your role and responsibilities The IBM Finance Organization is responsible for driving enterprise performance and efficiency. We are the financial stewards of the enterprise delivering IBM's financial strategy with consistency, integrity and transparency. We are currently seeking to fill summer intern positions for a range of functions such as accounting, tax, financial planning, pricing, business controls, treasury, business development and global financing. Specific roles and responsibilities will vary by position, however, in each role, candidates will be assigned to highly visible projects and have the opportunity to interact with and learn from senior managers. Are you eager to learn from others? Are you open to new ideas? Do you enjoy collaborating globally, using data analytics to provide actionable insights and have a passion to drive innovation? Then we ask you: are you ready to join the company that has become essential to the world, driven by that same passion? Candidates must have the ability to work in the US without current or future need for sponsorship. Required education High School Diploma/GED Preferred education Bachelor's Degree Required technical and professional expertise * Enrolled in a Finance/Accounting or closely related degree program * Excellent oral and written communication skills * Strong background in Microsoft Excel * Adept in technology and use of AI * Proven Leadership Preferred technical and professional experience * Finance or Business Bachelor's Degree (Rising Senior preferred) ABOUT BUSINESS UNIT The IBM Finance organization is responsible for driving enterprise performance and transformation. We are the financial stewards of IBM, delivering IBM's financial strategy, developing new business models, and mitigating enterprise risk. Do you have a passion for creating business value? Join our team in accounting, financial planning, pricing, business controls, tax, treasury, business development (acquisitions & divestitures), and global financing. YOUR LIFE @ IBM In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better. Being an IBMer means you'll be able to learn and develop yourself and your career, you'll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background. Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do. Are you ready to be an IBMer? ABOUT IBM IBM's greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world. Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we're also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business. At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it's time for you to join us on our journey to being a responsible technology innovator and a force for good in the world. IBM is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status. OTHER RELEVANT JOB DETAILS IBM will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
$56k-74k yearly est. 7d ago
Financial Representative
Nyc 4.4
Finance internship job in Norwalk, CT
Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on: - Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits Responsibilities: - Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives. - Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments. - Create a referral based practice to build your clientele. Financial Representative Benefits: Northwestern Mutual is committed to offering a comprehensive benefit program: - Top-Ranked Training Program - Competitive Benefits Package - Leadership Opportunities - Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) - Personalized Mentorship from Top Advisors and Industry Leaders - Unlimited Earning Potential Qualifications Preferred Qualifications: - Bachelor's degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.
$34k-73k yearly est. 1h ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance internship job in Hartford, CT
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 19d ago
Financial Analyst II
Mindlance 4.6
Finance internship job in Ridgefield, CT
General Responsibilities: This person will assist the Associate Director of Sales Operations and CHC Controller . This person will be responsible for Ad Hoc analysis and data gathering that will be utilized to maximize the efficient use of funds. The Finance Operations Analyst will be responsible for drafting monthly spend reports to ensure P&Ls are within budget. This role will be repsonsible for identifing trade spend gaps and working to resolve outstanding issues the Sales Managers and Brand teams. Education And Experience Requirements: 3-5 years of experience in a similar position; experience with finance operations preferred. Bachelor's Degree Required, CPA or MBA a plus Finance/Accounting Experience in Pharma/CPG and income statement analysis Advanced Microsoft Office skills, ability to work with lookups and pivot tables Experience in Trade Promotion management and/or Sales Planning is desired. Ability to communicate effectively across various levels and departments within the CHC organization. Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus. Must be analytical thinker and a problem solver. Must be able to work in ambiguity. Specific Responsibilities: Ensure the data integrity between SAP and the Cognos Sales Planning system (Sales and Spend) Prepare monthly analysis of shipment vs. consumption for key items/accounts. Analyze financial performance against key business metrics Analyze annual and monthly Trade investment and Sales budgets Maintenance to Cognos (via interaction with IT & Sales) to ensure reports run without issue & are accurate Provide financial summary input to key presentations and business review Qualifications Education And Experience Requirements: 3-5 years of experience in a similar position; experience with finance operations preferred. Bachelor's Degree Required, CPA or MBA a plus Finance/Accounting Experience in Pharma/CPG and income statement analysis Advanced Microsoft Office skills, ability to work with lookups and pivot tables Experience in Trade Promotion management and/or Sales Planning is desired. Ability to communicate effectively across various levels and departments within the CHC organization. Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus. Must be analytical thinker and a problem solver. Must be able to work in ambiguity.
$65k-87k yearly est. 1h ago

Learn more about finance internship jobs

How much does a finance internship earn in New Haven, CT?

The average finance internship in New Haven, CT earns between $30,000 and $62,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in New Haven, CT

$43,000

$30,00010%

$43,000Median

$62,00090%

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