Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales
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.
$72k-108k yearly est. 7d ago
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Financial Analyst
LHH 4.3
Finance internship job in Canby, OR
We're looking for a detail-oriented individual who thrives in a dynamic environment and enjoys working collaboratively. This role involves supporting key business functions and contributing to overall organizational success.
Responsibilities
Assist with reviewing and interpreting data to help guide decision-making.
Prepare corporate and project budgets including reviewing monthly variance analysis.
Support process improvement projects to automate and reduce task times.
Contribute to planning and monitoring activities to ensure objectives are met.
Develop and maintain tools or processes that support long-term goals.
Identify opportunities to improve workflows and enhance efficiency.
Partner with various teams to provide insights and ensure alignment with company priorities.
Requirements
Bachelor's degree in finance, business or related fields
3-5+ years of experience in a role involving analysis and planning.
Strong problem-solving skills and ability to work independently.
Comfortable using Excel, Power BI, and other analytical tools
Excellent communication skills for working with diverse stakeholders
$51k-73k yearly est. 1d ago
Financial Analyst
Net2Source (N2S
Finance internship job in Beaverton, OR
Title: Finance Analyst 2
Duration: 8+ months contract
Payrate: $42/hr on w2
Who You will work with
We are seeking a Finance Analyst who will partner with the Product Merchandising organization to
drive sustainable and profitable growth for a segment of the business through the product creation
lifecycle. We need someone to partner with both Finance partners (Revenue and Margin Finance)
and cross-functional partners (Product Management, Development, and Merchandising).
WHO WE ARE LOOKING FOR
We need a self-starter who can deliver results in ambiguous situations using strategic and financial
insights, both written and visual, to help influence cross-functional partners. The candidate needs to
have strong attention to detail and the ability to translate financial metrics across a wide range of
cross-functional audiences. We are also seeking a team player who is curious to learn and driven to
develop their skillset.
Requirements for the role include:
● Bachelor's degree or higher in Finance, Accounting, Business or a closely related field. MBA
a plus.
● Advanced level proficiency in Microsoft Excel and PowerPoint.
● Demonstrated ability to complete quantitative and qualitative analysis and to run financial
models.
● Proven experience in effectively supporting and working with senior leadership.
● 2-4 years' experience in financial analysis, financial/strategic planning, accounting and/or
budgeting preferred.
What will you work on:
First and foremost, you will be the main finance partner for the Product Creation teams and have a
seat at the table with leadership for a segment of the business. In addition:
● You will partner with our Product Teams to translate strategic margin targets into seasonal
margin plans while ensuring alignment with leadership.
● You will proactively identify the financial implications of product decisions and articulate
solutions that meet the needs of business partners.
● You will work across the broader Margin Planning team to help drive projects that improve
overall margins.
● You will track margin attainment each season and work with the product teams on scenario
plans to improve margin.
● You will provide ad hoc margin analysis to the team and be a strategic business partner to
influence price, cost and demand.
$42 hourly 4d ago
Financial Advisor - Clackamas, OR
Country Financial 4.4
Finance internship job in Oregon
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and orfinancial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$60k-90k yearly est. Auto-Apply 60d+ ago
Finance Analyst Intern 1- Kiewit Bridge and Marine District
Kiewit 4.6
Finance internship job in Portland, OR
Job Level: Internship Home District/Group: Kiewit Bridge Marine District Department: Operational Finance Market: Transportation Employment Type: Full Time Temporary Are you interested in helping be responsible for the business management of projects ranging from $1 million to $4 billion? How about taking part in key forecasting and accounting practices? If this is something that interests you, Kiewit is looking for individuals who can make a profound impact on our company culture every day!
The Finance Analyst Intern role is focused on supporting a project in accounting and finance related functions. Each project at Kiewit is run like a small business, with the Financial Analyst Intern concentrated on critical tasks such as cost control, payroll, accounts payable/receivable, human capital management, and compliance. This position will become skilled executing processes and utilizing tools related to different types of cost and revenue components such as labor, construction equipment, materials, and subcontracts. The Finance Analyst Intern will be an integral part of the month end close out process, and assist with preparing a financial reporting package for project management.
At Kiewit, the scale of our operations is huge. Our construction and engineering projects span across the United States, Canada and Mexico, improving and connecting communities with every initiative. We depend on our high-performing operations support professionals - they're the glue that holds multiple areas of the business together and the catalysts that make things happen. We hire only the most driven people and we offer them diverse career opportunities, strong leadership and mentorship, rewarding, collaborative work, and responsibility they won't find just anywhere. We're always pushing new limits. You can too.
District Overview
Kiewit's Bridge & Marine District, headquartered in Vancouver, Washington, operates with heavy civil, marine, and industrial capabilities across North America. We are a leader in technical and traditional bridges, bridge like structures, marine structures, and dredge work. Kiewit Bridge & Marine is also the foremost constructor of floating bridges across the United States. If you want to build iconic bridges, this is the district for you!
Location
One of the many things that makes Kiewit's culture unique is that we go where the work is, which exposes your career to abundant opportunities. We relocate our teams based on the work that is available, combined with the development plans, skill sets and career goals of each team member. This means your Kiewit adventure is custom designed to meet our shared needs. Job assignment location will be determined closer to your start date.
Responsibilities
* Recognizes the importance of being a team player by adapting to project needs and helping in other areas as needed
* Fosters relationships with the Operations team and shows a willingness to learn about the work
* Understands the payroll and HR process workflow, and masters the systems used to properly hire, transfer, terminate, and pay all employees
* Comprehends how goods are purchased, invoices are received and paid, and maintains purchasing workflow internal controls
* Demonstrates understanding of the accounts payable process workflow and is able troubleshoot payment or vendor issues
* Understands intercompany and client billing process workflow, importance of timely and accurate billing documentation, and the effects of timeliness on cash management
* Ensures that all cost and cost adjustments are reviewed for accuracy to meet company standards and accounting rules
* Reviews costs, quantity claiming, budget structure and exception reports and makes appropriate corrections to ensure accurate reporting for management
* Identifies, adjusts, and reviews forecast and budget issues with the cost report to confirm proper recognition of cost and revenue
* Displays first-rate customer service skills - maintains a positive attitude and always willing to offer a helping hand to other team members
* Maintains highly organized work environment, understands importance of time management, and communicates in a clear, concise and effective manner
* Follows the Corporate Compliance Program and works in conjunction with the compliance department to implement all EEO and labor laws at the project level
Qualifications
* Pursuing Bachelor's degree in Accounting, Finance, Economics, Statistics, Business Management, and/or equivalent degree
* Minimum GPA of 3.0 or above
* Ability to relocate anywhere in the country
* Working knowledge of Microsoft Excel, Word and Outlook
* Travel and/or relocation may be required for this position (up to 50%)
* Experience working with Pivot Tables, V-Look Ups, and other key excel functions is preferred
* Effective communication (both oral and written), organization and interpersonal skills.
* Good attention to detail with the ability to recognize discrepancies
* Positive attitude, eagerness to learn, and passionate for continuous improvement
* Must be able to freely access all parts of a construction site in wide-ranging climates and environments
* Ability to work independently, as well as part of a team.
* Ability to work in the United States without sponsorship, both now and in the future
* Must have a valid Driver's License
Other Requirements:
* Regular, reliable attendance
* Work productively and meet deadlines timely
* Communicate and interact effectively and professionally with supervisors, employees, and others individually or in a team environment
* Perform work safely and effectively. Understand and follow oral and written instructions, including warning signs, equipment use, and other policies.
* Work during normal operating hours to organize and complete work within given deadlines. Work overtime and weekends as required.
* May work at various different locations and conditions may vary.
Base Compensation: 20.00 - 24.50
(Actual compensation is subject to variation due to such factors as education, experience, skillset, and/or location)
This posting will be active from: 12/08/2025 - 01/30/2027
We offer our fulltime staff employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off.
We are an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
$36k-45k yearly est. 34d ago
Financial Planning & Analysis (FP&A) Intern (Co-Op) - December 2025 - June 2026
PCC Talent Acquisition Portal
Finance internship job in Lake Oswego, OR
This is your chance to gain invaluable on-the-job experience while getting an introduction to our collaborative and exciting culture.
Essential Duties and Responsibilities
Assignments will include exposure to capital assets, management reporting, direct interaction with international locations, use of Oracle Cloud EPM and various other tasks to support department operations.
The students will:
• Apply principles learned in school to hands-on situations
• Work within specifications provided to meet project goals and objectives in a timely and accurate manner
• Identify and recommend process improvements for specified projects
• Attend training sessions and other appropriate educational opportunities
• Perform or review systems analysis, testing and documentation for existing processes
• Take ownership and responsibility for identified projects
• Participate with peers, project team members and other departments on a regular basis
• Prepare and distribute weekly Division reporting
Qualifications
• Current student pursuing a bachelor's degree in finance/accounting or related fields
• Demonstrated results-driven leadership
• Critical problem analysis, decision making and analytical abilities
• Strong interpersonal skills with excellent written and verbal communication skills
• Integrity
• Prefer GPA of 2.8 or above
$29k-37k yearly est. 41d ago
2027 Tax Season Intern
Aldrich 3.8
Finance internship job in Portland, OR
Internship Description
Are you an undergraduate or graduate student looking to get experience in public accounting? All of our interns have the opportunity to work within our Promoting Opportunities & Outstanding Leaders (POOL) program which provides exposure to tax, audit, and consulting.
Our tax season interns work alongside our tax teams and get hands-on experience within a variety of different industries. It is our belief that by providing broad exposure to the variety of services and niches within our firm, our interns and future staff will be better equipped to effectively serve our clients.
Why Aldrich
Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.
Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.
Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.
Check out more about Aldrich at *****************************
Requirements
You'll Get a Chance To
Develop a broad understanding of complex accounting and auditing concepts
Identify and communicate accounting and auditing matters to senior associates and managers
Review and evaluate internal control systems, policies, and procedures
Examine and organize accounts and tax records
Compute taxes owed according to prescribed rates, laws, and regulations
Assist in conducting tax research, studies, and special projects
What You Bring to the Team
Expected or completed Bachelor's degree in Accounting, Business, Finance, or Economics from an accredited college/university
Superior communication skills
Excellent research and writing skills
Ambitious with a desire to continually improve
What You Should Know
Aldrich's Tax Season Internship runs from January to April. The schedule of the tax season internship will be heavily dependent on your class schedule, but you will be expected to work on average 25 hours per week, not to go below 20 hours per week. This is a temporary non-exempt position and will be required to be in person. As a temporary employee, with the exception of 401(k), you will not be eligible for employee benefits.
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the internship is $25.00-$30.00 per hour.
We value strong academic performance as part of our hiring process. Please submit your unofficial transcripts when applying, as they are a key part of our evaluation. We may also ask for updated transcripts later in the process, and if your academic performance doesn't reflect the standards we consider during hiring, we may adjust our decision.
To Apply
Please submit your resume, a brief cover letter, and a copy of your updated collegiate transcript(s) (unofficial transcripts are acceptable). If these are not submitted, your application may not be considered. Be sure to upload all documents in PDF format.
The internship position is available in-person in our Lake Oswego or Salem offices. Your preferred location will be discussed during the interview process. We will take your location preference into consideration.
We're grateful for your interest. As our spring recruiting season runs for several months, application reviews may take additional time. We'll reach out once we've completed our evaluation.
#LI-DNI
Salary Description $25.00-$30.00 Per Hour
$25-30 hourly 60d+ ago
2027 Tax Season Intern
Aldrich CPAs + Advisors LLP
Finance internship job in Portland, OR
Are you an undergraduate or graduate student looking to get experience in public accounting? All of our interns have the opportunity to work within our Promoting Opportunities & Outstanding Leaders (POOL) program which provides exposure to tax, audit, and consulting.
Our tax season interns work alongside our tax teams and get hands-on experience within a variety of different industries. It is our belief that by providing broad exposure to the variety of services and niches within our firm, our interns and future staff will be better equipped to effectively serve our clients.
Why Aldrich
Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.
Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.
Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.
Check out more about Aldrich at *****************************
Requirements
You'll Get a Chance To
* Develop a broad understanding of complex accounting and auditing concepts
* Identify and communicate accounting and auditing matters to senior associates and managers
* Review and evaluate internal control systems, policies, and procedures
* Examine and organize accounts and tax records
* Compute taxes owed according to prescribed rates, laws, and regulations
* Assist in conducting tax research, studies, and special projects
What You Bring to the Team
* Expected or completed Bachelor's degree in Accounting, Business, Finance, or Economics from an accredited college/university
* Superior communication skills
* Excellent research and writing skills
* Ambitious with a desire to continually improve
What You Should Know
Aldrich's Tax Season Internship runs from January to April. The schedule of the tax season internship will be heavily dependent on your class schedule, but you will be expected to work on average 25 hours per week, not to go below 20 hours per week. This is a temporary non-exempt position and will be required to be in person. As a temporary employee, with the exception of 401(k), you will not be eligible for employee benefits.
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the internship is $25.00-$30.00 per hour.
We value strong academic performance as part of our hiring process. Please submit your unofficial transcripts when applying, as they are a key part of our evaluation. We may also ask for updated transcripts later in the process, and if your academic performance doesn't reflect the standards we consider during hiring, we may adjust our decision.
To Apply
Please submit your resume, a brief cover letter, and a copy of your updated collegiate transcript(s) (unofficial transcripts are acceptable). If these are not submitted, your application may not be considered. Be sure to upload all documents in PDF format.
The internship position is available in-person in our Lake Oswego or Salem offices. Your preferred location will be discussed during the interview process. We will take your location preference into consideration.
We're grateful for your interest. As our spring recruiting season runs for several months, application reviews may take additional time. We'll reach out once we've completed our evaluation.
#LI-DNI
$25-30 hourly 5d ago
2027 Tax Season Intern
Aldrich-Campus Recruiting
Finance internship job in Lake Oswego, OR
Job DescriptionDescription:
Are you an undergraduate or graduate student looking to get experience in public accounting? All of our interns have the opportunity to work within our Promoting Opportunities & Outstanding Leaders (POOL) program which provides exposure to tax, audit, and consulting.
Our tax season interns work alongside our tax teams and get hands-on experience within a variety of different industries. It is our belief that by providing broad exposure to the variety of services and niches within our firm, our interns and future staff will be better equipped to effectively serve our clients.
Why Aldrich
Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.
Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.
Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.
Check out more about Aldrich at https://aldrichadvisors.com/.
Requirements:
You'll Get a Chance To
Develop a broad understanding of complex accounting and auditing concepts
Identify and communicate accounting and auditing matters to senior associates and managers
Review and evaluate internal control systems, policies, and procedures
Examine and organize accounts and tax records
Compute taxes owed according to prescribed rates, laws, and regulations
Assist in conducting tax research, studies, and special projects
What You Bring to the Team
Expected or completed Bachelor's degree in Accounting, Business, Finance, or Economics from an accredited college/university
Superior communication skills
Excellent research and writing skills
Ambitious with a desire to continually improve
What You Should Know
Aldrich's Tax Season Internship runs from January to April. The schedule of the tax season internship will be heavily dependent on your class schedule, but you will be expected to work on average 25 hours per week, not to go below 20 hours per week. This is a temporary non-exempt position and will be required to be in person. As a temporary employee, with the exception of 401(k), you will not be eligible for employee benefits.
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the internship is $25.00-$30.00 per hour.
We value strong academic performance as part of our hiring process. Please submit your unofficial transcripts when applying, as they are a key part of our evaluation. We may also ask for updated transcripts later in the process, and if your academic performance doesn't reflect the standards we consider during hiring, we may adjust our decision.
To Apply
Please submit your resume, a brief cover letter, and a copy of your updated collegiate transcript(s) (unofficial transcripts are acceptable). If these are not submitted, your application may not be considered. Be sure to upload all documents in PDF format.
The internship position is available in-person in our Lake Oswego or Salem offices. Your preferred location will be discussed during the interview process. We will take your location preference into consideration.
We're grateful for your interest. As our spring recruiting season runs for several months, application reviews may take additional time. We'll reach out once we've completed our evaluation.
#LI-DNI
$25-30 hourly 29d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance internship job in Salem, OR
**_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 (***************************************************************************************************************************
$80.9k-115.5k yearly 21d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance internship job in Salem, OR
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 3d ago
Entry Level or Experienced Financial Advisor
Pacific Capital Resource Group 4.2
Finance internship job in Lake Oswego, OR
About Us: Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. We are seeking high caliber individuals who will succeed in a fast-paced, dynamic environment. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value. We provide superior support and compensation for entry-level advisors and experienced Financial Planners.
Job Description
To assist up-scale and emerging up-scale individuals to meet long-term financial goals such as retirement, college tuition, and estate planning, with heavy emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. For small businesses, we also design and implement 401(k) and other retirement plans, with special emphasis on Selective Benefit Plans for highly-compensated employees and owners. Training program leads to Certified Financial Planner and/or Chartered Financial Consultant designation(s).
Salary plus commission plus bonuses upon completion of proper licensing. Full benefits
.
Qualifications
Job Requirements
·
Bachelor's degree or higher; financial services, finance, economics, business administration, accounting or law preferred.
·
Track record of success in academic and/or career endeavors.
·
Can handle long hours and rigorous training.
·
Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks as well as drug testing.
Applicants must have lived in the greater Portland Metro area for three years or more.
Additional Information
Our Culture:
Pacific Capital is truly unique. We believe that each associate is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each advisor's practice, so we believe in cultivating an environment that promotes collaborative development. Our advisors are passionate about the work they do and also want to inspire that work ethic into those around them. We are hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers. At Pacific Capital we also believe that if there is a reason to celebrate, it calls for a celebration, whether it is on a Monday morning meeting, free time after work, or an awards ceremony.
Our Training Program:
We know that training and education matter. The education and resources we provide lead to confidence, and confidence leads to achievement, which is why development of new advisors and the growth of seasoned advisors is so important. A combination of a 3-month training/internship along with an award-winning training program led by the industry's most qualified professionals, we help build a plan for your professional development as well as your success. Our advisors are given time and resources to begin earning professional designations to advance within the industry, including the Certified Financial Planner, Chartered Financial Consultant, Masters of Science in Financial Services and Certified Life Underwriter.
To inquire and/or apply, please follow the directions on this site or feel free to contact Andy Ouellette, Recruiting Specialist directly by phone at: ************** Ext: 240 and for more direct contact information, please visit our website below and click on the "Career Opportunities" tab.
Please answer the following questions in your application:
Have you completed your bachelor's degree? If not, when will you graduate?
How many years have you lived in the greater Portland, OR Metropolitan area?
Are you authorized to work in the U.S. without requiring sponsorship?
Website: ************
Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Andy Ouellette is independent of HTK. Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004 | ************ 1312072RM-Sep17
$45k-84k yearly est. 1d ago
Financial Advisor - Portland, OR - $200K + total compensation base/bonus
Trajan Wealth
Finance internship job in Portland, OR
Job purpose
Trajan Wealth, with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is thrilled to announce a rare and prestigious opportunity for a seasoned Financial Advisor. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint in the Portland area and looking for an Advisor to meet with clients at our Lake Oswego OR and Vancouver WA office locations.
At Trajan Wealth, we pride ourselves on more than just growth-we are distinguished by our commitment to excellence and fiduciary responsibility. What sets us apart is our integrated approach: alongside our financial advisory services, we house a full-service law firm, Trajan Estate, offering comprehensive estate planning under one roof. Plus and in-house CPA group offering tax services to our clients.
We operate on a fee-only basis, ensuring that every decision we make and every piece of advice we offer is driven solely by our clients' best interests. Our advisors understand the weight of fiduciary duty and are committed to delivering disciplined, objective financial planning that inspires trust and provides the peace of mind our clients seek.
Additionally, we offer fixed insurance solutions, including Fixed Index Annuities, to meet the diverse needs of our clients. This holistic approach, combined with our unwavering dedication to acting in our clients' best interests, truly embodies what it means to be a fiduciary-we don't just talk about it; we live it every day.
Join us in our mission to provide exceptional financial and estate planning services. If you are an experienced Financial Advisor looking to make a meaningful impact, Trajan Wealth offers the platform to do just that.
Our average advisor produces $40M per year in new assets.
What Makes Us Different:
Do what you do best; meet with and sell clients who are excited to meet you.
We have an in-house marketing agency that focus on radio, seminars, digital and more.
You have a team that sets 5 to 15 prospect and client appointments per week every week.
You have an organization supporting you - Client Development, Client Services, Client Relationship Management, Investment, IT, HR, and Compliance!
Forget prospecting! Finally do what you do best, leave the minutia to your team!
Regular business hours so you can get your family and personal life back.
Turn key proven sales process and presentation that clients (and advisors) love.
We have hearts of teachers with leads and prospects that want to speak with us. Build a career with a company that cares!
Duties and responsibilities
Develop a client base by building lasting, meaningful relationships with the leads we provide and appointments we set
Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, Annuity, Private Equity and Trusts
Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives
Qualifications
Clean Broker Check
Bachelor's degree or equivalent experience
Securities licenses/Certification - Series 65 or Series 7 & 66 or CFP
Life and Annuity license
Minimum of 7 to 10-years of financial investment advisor experience
Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred
Proficient in Microsoft Office
Strong interpersonal skills
Excellent written and verbal communication skills
Proactive style
Service orientation and strong code of personal ethics
Benefits
$200,000+ per year
(average)
which includes base salary and bonus.
W2 Employee not Contractor
401k with matching component up 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO
$42k-78k yearly est. 32d ago
Financial Solutions Advisor- Portland Metro Area
Bank of America 4.7
Finance internship job in Portland, OR
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Work Schedule:
Monday-Friday Open availability required + some Saturdays
Example 8am-5pm, 9am-6pm, etc
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals orfinancial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Mandarin strongly desired (contingent upon location)
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Skills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Vancouver - 1145 SE 164th Ave - FISHERS LANDING BANKING CENTER (WA0119), US - WA - Vancouver - 13411 Se Mill Plain Blvd - MILL PLAIN BC (WA0109), US - WA - Vancouver - 3317 SE 192nd Ave - SE 192nd BC (WA0122), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$70k-80k yearly Auto-Apply 60d+ ago
Wealth Management Team Intern
Mercer Advisors 4.3
Finance internship job in Portland, OR
Job Description
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
As a Wealth Management intern, you will work collaboratively with fellow colleagues at Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with a background and/or an interest in client service, financial planning and/or sales. The successful applicant will be comfortable with a client facing role and speaking on the phone. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too!
Essential Job Functions:
Assist with client service requests and special projects placing the highest priority on client satisfaction.
Utilize the Contact Relationship Management system to track client information and data.
Support the team with administrative tasks as needed.
Act as an onsite dedicated service associate on a wide range of client issues.
Research and resolve client concerns in cooperation with local and centralized teams.
Adhere to all compliance/risk procedures and follow corporate and industry protocols.
Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements.
Assist Director in performing daily key activities for the local office(s).
Contribute to a positive and empowering environment across teams.
Other duties as needed.
Required Knowledge, Skills and Abilities:
Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master's program.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Ability to work independently and as part of a team.
High level of integrity and professionalism. Interest and/or passion for development of financial services industry knowledge.
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.
#LI-Hybrid
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address.
Applicants have rights under federal employment laws:
Family and Medical Leave Act (FMLA)
Employee Polygraph Protection Act (EPPA)
Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
E-Verify
Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
$40k-61k yearly est. 22d ago
Internship - Nursing Leadership
Marquis Companies 4.5
Finance internship job in Portland, OR
Nursing Leadership Intern (Paid Internship) Make a Real Impact While Building Your Career This paid internship is designed for students interested in a healthcare career-particularly those aspiring to become geriatric nurses. It offers a firsthand look into the dynamic world of senior services and post-acute care.
What You'll Do:
* Gain hands-on experience by rotating through key departments like nursing, therapy, social services, admissions, and dietary services.
* Shadow experienced nurse leaders (including Director of Nursing, Pharmacy Nurse Consultants, and Nurse Practitioners) to understand day-to-day leadership and clinical responsibilities.
* Collaborate with interdisciplinary teams in post-acute and community-based care.
* Receive hands-on mentorship and leadership development rooted in person-centered care.
* Lead a special project that brings a senior's wish to life
Why Marquis?
We help people live the best rest of their lives. Our mission is rooted in connection-between residents, families, staff, and community. Join us and experience a company that values your growth, celebrates your contributions, and champions excellence.
Internship Schedule:
* In Person (no remote or hybrid options available) at one of our Post Acute Rehab Facilites
* Monday through Friday, primariliy 8:00 a.m. - 5:00 p.m.
* some days may have variable start and end times depending on site need and/or assigned activities
Upcoming internship dates:
* September 29th - December 5th
* January 5th - March 13th
* We can adjust dates upon request in order to meet your University's requirements.
Qualifications
* Currently enrolled in a Nursing Program with an accredited college/university degree program
* Desire to work in Geriatric Nursing
* Excellent verbal and communication skills.
* Completion of all application steps listed below
Please complete the below steps to be considered for the Internship Program:
* Upload a resume combined with a cover letter to the application. This must be one combined document to upload properly.
* Email (up to 2) written letters of recommendation from either current/former supervisors or college faculty to Isabel Taylor at *****************************. These can be sent after you have applied for the internship.
EEO Statement
"Be here. Be you."
For more than 30 years, Marquis Companies and Consonus Healthcare have been serving seniors and welcoming staff of all backgrounds, skills, and perspectives. The Marquis family of companies offer a rich heritage of embracing differences and honoring individuality. We've continued to grow in our appreciation of diversity in the workplace. We know it builds strength, drives innovation, and brings valuable new perspectives and energy.
We're committed to making our workforce an even greater reflection of the people and communities we serve, and we are honored our employees have chosen to work at Marquis and Consonus. Everything we do as a company is driven by our mission to help those we serve, and each other, live the best rest of our lives.
That means you being you - without apology or compromise. We value your every uniqueness and continue to curate, nurture, and sustain an inclusive culture. It's the foundation of who we are and the evolution of our collective future.
$32k-39k yearly est. Auto-Apply 22d ago
Financial Advisor - Indianapolis, IN
Corebridge Financial Inc.
Finance internship job in Myrtle Point, OR
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 will be located in the Lewisburg/Williamsport, PA area.
Estimated Travel
* May include up to 25% travel
#LI-CBF
#LI-KE1
#LI-SAFG
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 Commission
Estimated Travel Percentage (%): Up to 50%
Relocation Provided: No
The Variable Annuity Life Insurance Company
$43k-82k yearly est. Auto-Apply 54d ago
Financial Analyst (FP&A) Intern Summer 2026
Ralliant
Finance internship job in Beaverton, OR
Hybrid **Summer 2026 FinanceInternship** Tektronix is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Our work accelerates technological breakthroughs that are revolutionizing culture and industry worldwide. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow.
**Internship Description**
The Tektronix Financial Analyst Intern role is an outstanding opportunity to apply your education and showcase your skills. This role is ideal for students passionate about corporate finance and eager to understand how financial strategies drive business decisions in a global technology company. We utilize the internship program as our primary funnel for full-time employment and have a strong track record of hiring interns. At Tektronix, we offer a robust rotational program for our Finance team, and the internship experience is designed to reflect this as much as possible. Interns are often given projects that span cross-functional areas such as Commercial Sales, Manufacturing, Product Development, and Service. Interns will be exposed to diverse projects across multiple functions, requiring adaptability and a willingness to learn. We value curiosity-interns are encouraged to ask questions and challenge assumptions to drive better outcomes. Internship projects are based on real business issues and often include interaction with senior leadership. Beyond the assigned project experience, we offer our interns a well-defined training program, and social and volunteer events during the summer.
Past Examples of High-Value Intern Projects
+ Obtaining and consolidating external data to analyze and communicate target market share.
+ Conducting regression analysis on external data to determine correlation with company sales and developing a market proxy model.
+ Creating a KPI dashboard using Power BI for commercial sales leaders to better understand sales activity.
+ Deep dive problem solving analysis on maintenance and repair expenses in our Beaverton manufacturing facility.
+ All internship projects conclude with presentation of your work to the CFO and other senior leaders.
**Qualifications**
+ Motivated and driven with a high degree of professionalism.
+ Works effectively within a team environment.
+ Strong analytical, presentation, and communication skills.
+ Ability to clearly and concisely communicate complex financial concepts to both technical and non-technical audiences.
+ Growth mindset with a drive for continuous improvement.
+ Ability to quickly learn new tools, adapt to changing priorities, and thrive in a dynamic business environment.
+ Comfortable seeking clarification, asking thoughtful questions, and engaging with senior leaders to deepen understanding.
+ Proficiency in Excel (pivot tables, VLOOKUP) and Power BI.
+ Pursuing a bachelor's degree in business, Economics, Finance, or other applicable focus areas.
**Ralliant Corporation Overview**
Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.
**About Tektronix**
Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow!
We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.
$29k-43k yearly est. 60d+ ago
Summer Intern- 2026 Season
Portland Pickles
Finance internship job in Portland, OR
The Portland Bangers and Cherry Bombs FC summer internship is the perfect opportunity for individuals looking to gain professional experience working in the sports and entertainment industry. We will expose you to all aspects of running a sports organization and a small business including, but not limited to, social media/marketing, PR, corporate and community partnerships, ticket sales and fan engagement, retail merchandising, broadcasting and game day operations.
General opportunities/duties include:
Game day set up and takedown
Assisting with social media planning, content capturing, and posting
Broadcast assistance and camera work
Ticket sales and customer service
Box Office
Merchandise retail
In-game promotions
Analytics
Public Relations
Executing partnership deliverables
and more!
If you are a motivated individual looking to gain experience working in sports in a FUN and fast paced environment, this is the internship for you! Whether you're looking to focus on a specific department, or get a taste of everything, we have opportunities that will help you grow and succeed in any industry. This internship can contribute toward college credit but does not provide payment.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
$23k-31k yearly est. 54d ago
Associate Financial Advisor
W.F. Young 3.5
Finance internship job in Grants Pass, OR
About this role:
Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed Securities Industry Essentials (SIE) exam or equivalent
Desired Qualifications:
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
Financial services experience
Client services experience
6 + months of client or sales services experience
Experience developing and managing client relationships
Sales or sales support experience
A BS/BA degree or higher
Job Expectations:
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
This position is not eligible for Visa sponsorship.
Posting location:
205 Ne 6Th Street Grants Pass, Oregon 97526
Posting End Date:
17 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.