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Finance internship jobs in Palm Beach Gardens, FL

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  • Heavy Civil PM - Financial Warrior

    Amundson Group

    Finance internship job in Delray Beach, FL

    Headline: Heavy Civil PM: HCSS/Procore Master Needed to Rescue South FL Operations! THE MISSION: Stop the Chaos. Drive the Profit. A rapidly growing civil powerhouse needs a Project Manager to jump into the fire and fix their efficiency gaps. Your mission is simple: Take over 5-8 concurrent municipal/county utility, paving, and concrete jobs across Delray to Miami, and make them profitable. This is a high-impact, immediate-start role reporting straight to the top. YOUR ARSENAL (The Non-Negotiables) If you don't have these, this isn't the game for you: The Dirt Cred: 5-10 years running city/county heavy civil projects (Pipe, Utilities, Paving, Concrete). No high-rise fluff. The Money Skill: You must be a financial shark-mastering job buyout, cost tracking, and estimating oversight to drive efficiency. The Tech Stack: You must be fluent in HCSS modules (Heavy Bid) or Procore. The Volume: Proven track record running 5-8 projects simultaneously. WHAT'S IN IT FOR YOU? Competitive pay and a massive performance bonus tied directly to the savings and efficiency you generate. If you fix the finances and documentation, you get paid. Period. If you are a humble, collaborative, and detail-obsessed PM ready to transition from a corporate machine to a high-growth, hands-on environment, let's talk. APPLY NOW! We give feedback in 24 hours. #CivilPM #HeavyCivil #HCSS #Procore #JobBuyout #SouthFlorida #Utility #Paving
    $41k-79k yearly est. 1d ago
  • Financial Advisor

    HBK 4.4company rating

    Finance internship job in Stuart, FL

    HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Financial Advisor. QUALIFICATIONS Bachelor's Degree in business or finance. 4+ years' experience as a personal financial advisor/planner Industry related professional designations such as CFP preferred The ideal candidate will possess the Series 65 & insurance licenses This individual will be highly motivated with a strong desire to succeed. Excellent organizational, communication, interpersonal, and computer skills required. RESPONSIBILITIES Developing comprehensive, fee-based personal financial plans for individuals and families. Providing various investment advisory services including proposal development, asset allocation modeling, etc. Some trading and rebalancing of client portfolios. Meeting with clients individually or on a team basis with an HBKS partner to review financial and investment plans. Responding to various client service requests throughout the year. Helping the firm grow through acquisition of new clients and retention of existing clients. BENEFITS WE OFFER: Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Open Paid-time-off policy for professional staff We provide a flexible work environment to offer work/life balance. 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 10.5 Paid holidays Disability Insurance Tuition Reimbursement Annual Performance Reviews And Much More… HBKS 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.
    $80k-126k yearly est. 60d+ ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance internship job in West Palm Beach, FL

    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 8d ago
  • Intern - Finance and Administrative Services Department

    City of Sunrise, Fl 4.1company rating

    Finance internship job in Sunrise, FL

    ABOUT OUR CITY The City of Sunrise is more than a workplace - it's a community built on our Three Pillars: Customer Service, Collaboration, and Transparency. We're committed to creating an environment where innovation thrives, teamwork is celebrated, and every employee has the opportunity to grow and make a lasting impact. As a full-service municipality and one of South Florida's premier cities, Sunrise offers competitive salaries, comprehensive benefits, professional development opportunities, and a strong culture of recognition. Whether you're helping residents, shaping policy, or improving city operations, you'll be part of a team that's passionate about service excellence and community pride. We take pride in being home to the back-to-back NHL Stanley Cup Champion Florida Panthers, a vibrant arts and entertainment district, and a diverse community that truly embodies what it means to Live, Work, and Play in Sunrise. Looking ahead, the City is exploring an Alternative Work Schedule designed to further support employee work-life balance - providing eligible staff with two three-day weekends per month through an every-other-Friday-off model. This initiative is expected to roll out in the early part of 2026, reflecting our continued focus on flexibility and employee well-being. NATURE OF WORK The City of Sunrise Finance and Administrative Services Department is seeking an Accounting Intern to join their team. This is an exciting opportunity to get real-world experience learning aspects of governmental accounting and gain knowledge of the public sector. During your internship you'll gain: * Governmental accounting fundamentals - exposure to fund accounting, reporting, and audits * Analytical tools - experience working with financial software, spreadsheets, and data * Professional skills - including research, communication, teamwork, and project support If you are excited about accounting and looking to gain hands-on experience in a field that can lead to a great career, we want to hear from you! POSITION TYPE Part time, paid internship: * Hours: Up to 24 hours per week * Paid internship rate is $15 per hour * Length of assignment: Up to 12 months LOCATION * 10770 W Oakland Park Blvd, Sunrise, FL 33351, Examples of Duties ESSENTIAL JOB FUNCTIONS * Intern will perform work assignments assisting the Finance and Administrative Services Department with accounting tasks which may include: * Assisting with preparing and updating documents supporting reconciliations and accounting transactions * Assisting with reviewing and preparing a variety of financial, accounting, and budgetary support documents and reports * Perform statistical analysis * Assisting with special projects * Record maintenance via spreadsheet and data entry * Scanning and filing of documents * Perform duties as assigned Requirements EDUCATION * Must be currently enrolled on a full or part-time basis at an accredited college or university in Bachelor's or Master's program, majoring in Accounting, or a recent graduate from an accredited college/university possessing a Bachelor's or Master's degree in the field of study outlined. * PROOF OF EDUCATION MUST BE SUBMITTED AS AN ATTACHMENT WITH APPLICATION. (Applications without attached proof of education will not be processed for consideration.) LEARNING OUTCOMES * Increase knowledge of government accounting. * Develop planning, organizational, and time management skills. * Gain hands on experience and have the opportunity to discover if government accounting is the right career to pursue. * Acquire experience with the Tyler Munis ERP system. * Enhance interpersonal skills by establishing effective working relationships with supervisors and other employees. * Learn the policies and procedures within the City of Sunrise PHYSICAL REQUIREMENTS Physical: Light physical effort in sedentary to light work, which may involve some lifting, carrying, pushing and/or pulling of objects and materials up to twenty pounds. Descending and climbing stairways and extended periods of standing observation may be required during field activities. Work Environment: Work is performed primarily in a standard office environment. Tasks are regularly performed without exposure to adverse environmental conditions. Sensory: The ability to perceive and differentiate visual cues or signals. Tasks require the ability to communicate orally and in writing. Supplemental Information KNOWLEDGE, SKILLS AND ABILITIES * Proficient in Microsoft Excel, including use of formulas, data organization, and analysis tools * Ability to perform reconciliations, review financial documents for accuracy, and apply accounting principles and terminology * Ability to conduct research, analyze and summarize data and information, and prepare clear and concise reports * Ability to communicate effectively, both verbally and in writing on an individual basis as well as in group settings * Ability to work efficiently and manage varied projects and responsibilities * Ability to work both independently and collaboratively within a team environment * Ability to establish and maintain effective working relationships with coworkers, other employees and City officials * Ability to adapt to provide support on additional projects or assignments as needed Seasonal Employee Benefits Seasonal, Interns and Part-Time employees are not eligible for benefits. 01 Are you currently enrolled at an accredited college or university in Bachelor's or Master's program, majoring in Accounting, or a recent graduate from an accredited college/university possessing a Bachelor's or Master's degree in the field of study outlined. (Proof of current enrollment must be attached to your application.) * Yes * No 02 Can you commit to completing the internship for the duration of the assignment (up to 12 months)? * Yes * No 03 Do you possess fundamental knowledge of accounting? * Yes * No 04 Are you proficient in use of computers including Word and Excel? (Must pass pre-employment assessment) * Yes * No 05 Do you currently possess a valid Florida Driver's License? * Yes * No 06 If yes, please provide Driver's License number and Date of Issue: Required Question Employer City of Sunrise Address 10770 W. Oakland Park Blvd. Sunrise, Florida, 33351 Phone ************ Website ******************************************************
    $15 hourly 6d ago
  • Financial Advisor

    The Perillo Group

    Finance internship job in West Palm Beach, FL

    We are seeking a knowledgeable and experienced Financial Advisor to join our team in West Palm Beach. As a Financial Advisor, you will be responsible for providing financial guidance and advice to our clients based on their financial goals and objectives. Responsibilities: Assess clients' financial situations by analyzing their financial data Develop personalized financial plans to help clients achieve their goals Provide advice on investment strategies and financial products Monitor clients' accounts and adjust financial plans as needed Stay up-to-date on financial market trends and regulations Requirements: Bachelor's degree in Finance, Economics, or related field Certified Financial Planner (CFP) certification preferred Proven work experience as a Financial Advisor or similar role In-depth knowledge of financial planning, investment strategies, and financial products Excellent communication and interpersonal skills If you are a dedicated and client-focused Financial Advisor looking to advance your career, we would love to hear from you. Apply now!
    $49k-97k yearly est. 60d+ ago
  • Financial Advisor - Broward County

    Corebridge Financial Inc.

    Finance internship job in Boca Raton, FL

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel * May include up to 25% travel. #LI-CBF #LI-LR1 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 25% Relocation Provided: No The Variable Annuity Life Insurance Company
    $50k-97k yearly est. Auto-Apply 60d+ ago
  • Entry Level - Financial Advisor - FL, Boca Raton (2311)

    AXA Equitable Holdings, Inc.

    Finance internship job in Boca Raton, FL

    Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
    $50k-97k yearly est. 44d ago
  • Financial Advisor with Management Experience

    Snow Financial Group

    Finance internship job in Boca Raton, FL

    Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Management Experience into a Career in Financial Services with Snow Financial Group - Northwestern Mutual! Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level. Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success. Build Meaningful Relationships: Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions. See the Impact of Your Work: In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security. Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential. About Us: At Snow Financial Group, a growing District of Northwestern Mutual, our mission is to provide personalized financial solutions that empower clients to take control of their financial futures. We are committed to building long-term relationships based on trust, integrity, and expertise, helping clients make informed decisions to achieve their goals. Our team fosters an environment of professional growth, encouraging innovation and development while providing mentorship and strong support. With uncapped earning potential and the opportunity to make a lasting impact, Snow Financial Group is dedicated to both client success and career advancement. Meet Our Team: Tim Snow - Managing Director: How long with NM? Tim has been serving as a Managing Director for the past 20 years. Prior Experience? Before joining Northwestern Mutual, Tim spent many years in the hospitality industry, where he developed skills in customer service, management, and leadership. Passionate About? Tim enjoys golf, spending time in the gym, and spending time with family and friends. Hes a passionate hockey fan (supporting the Panthers and Sabers), and follows the Buffalo Bills enthusiastically. Paul Stadfeld - Wealth Management Advisor: How long with NM? Paul has been serving as a Wealth Management Advisor for 15 years. Prior Experience? Originally from Boston, Paul transitioned to Northwestern Mutual after working in sports advertising for four years. He also gained valuable experience working in his family business, which helped him develop strong business acumen and client relationship skills. Passionate About? Paul is married with a son and is deeply passionate about spending quality time with his family. A dedicated Boston sports fan, he follows the Red Sox, Celtics, and Patriots closely. In his free time, Paul enjoys playing Pickleball and chess, staying active and engaged both mentally and physically. Graham Davis - Financial Advisor: How long with NM? Graham has been a Financial Advisor for nearly 13 years. Prior Experience? Graham worked for the U.S. Secret Service for four years, where he developed valuable skills in security, attention to detail, and crisis management. He also worked in car sales at MINI, building his expertise in sales, customer service, and relationship management, which has greatly contributed to his success in the financial services industry. Passionate About? Graham, recently married, is an avid fitness enthusiast and enjoys working out. He is passionate about golf, both for leisure and as a challenge. Outside of work, Graham loves spending time with his rescue dog, Bailey, and enjoys playing the trombone. Natalia Margolis - Wealth Management Advisor: How long with NM? Has worked as a Wealth Management Advisor for over 15 years. Prior Experience? Natalia previously worked as an analyst in the consumer solutions industry. Passionate About? Natalia is deeply committed to her family and enjoys traveling, exploring new destinations with her loved ones. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is highly preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tim Snow is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $50k-97k yearly est. 2d ago
  • Financial Advisor - Broward County

    Corebridgefinancial

    Finance internship job in Boca Raton, FL

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-CBF #LI-LR1 This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
    $50k-97k yearly est. Auto-Apply 60d+ ago
  • Entry Level - Financial Advisor - FL, Boca Raton (2311)

    EQH

    Finance internship job in Boca Raton, FL

    Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
    $50k-97k yearly est. Auto-Apply 60d+ ago
  • Lead Financial Advisor

    Ivy Way Placements

    Finance internship job in Fort Lauderdale, FL

    Are you an experienced Financial Advisor seeking a new opportunity to join an independent, fee -only fiduciary wealth management firm? Ivy Way Placements has partnered up with a fast -growing RIA seeking a Lead Advisor at their Ft. Lauderdale, FL location. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships. The Lead Advisor initiates new business, manages existing client relationships, formulates and implements advice, and may rely on technical specialists to develop recommendations within a given area of expertise. The Financial Advisor can expect to focus on the following areas: Assume co -advisor and/or lead -advisor role on existing clients Responsible for profitable delivery of our service models as outlined in our guidelines Participates in and/or leads the Discovery Interviews discussions and other strategic onboarding processes Owns and manages client relationship and client satisfaction and is responsible for client retention Serves as a liaison to our Planning Team for clients Participates in new client relationship development Participate in planning meetings regarding new prospects/new clients Coordinate follow -up workflow on new clients Convert new revenue from multiple existing clients or new prospects Utilize and further develop network of referral sources and centers of influence to generate future business development opportunities Attorneys -Current and Additional Contacts Previous Clients Community Networking Opportunities (i.e. Service Clubs) Maintain team approach by assisting and filling in for others The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered. Requirements Bachelor's degree in finance or related field from an accredited college or university; Master's degree preferred Minimum 3 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships Certified Financial Planner™ designation preferred upon hire or must be attained within one year of date of hire Financial planning/wealth management acumen, judgment and experience Excellent communication and listening skills Client -first attitude Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software A team player, collaborative, able to work with and through others Benefits Why Choose Us? We are a growing firm, with opportunities for future growth and advancement in your role. We offer health, vision, dental, and 401K benefits options for you and your family. We believe in collaboration, innovation, excellence doing what's right, and helping our team to provide a world -class service. Our culture is historically rooted in values of excellence, integrity, respect, and transparency. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Looking for something else? Let's get to work. At Ivy Way Placements, we are inspired by collaboration, innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Let us help you find your dream career - apply today! *******************************
    $50k-97k yearly est. Easy Apply 60d+ ago
  • Financial Advisor with Real Estate Mortgage Experience

    The McKernan Group

    Finance internship job in Belle Glade, FL

    Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Real Estate and Mortgage Experience to Financial Services with Northwestern Mutual! Are you a real estate or mortgage professional considering a new career path? The McKernan Group of Northwestern Mutual invites individuals from the real estate and mortgage industries to explore how their skills can transition into a rewarding career in financial services as a Financial Representative. With opportunities for growth, increased income potential, and the ability to make a meaningful impact, we are here to help you navigate this exciting transition. Here's why many from real estate and mortgage backgrounds succeed in financial services: Endurance and Dedication Translate Well: Your experience in real estate or mortgage lending demonstrates the endurance and dedication necessary to thrive in competitive markets. These traits are essential for a successful career in financial services as well. Building Meaningful Client Relationships: In real estate, you may work with clients on a one-time transaction, but financial services allow you to build ongoing, long-term relationships. From saving for college to retirement planning or buying a home, youll guide clients through significant milestones in their lives. Leverage Your Expertise and Network: Your skills and network from real estate and mortgage lending are valuable assets. They can help you advise individuals on financial planning and guide them toward achieving their financial goals. Career Growth Opportunities: Transitioning to financial services offers a new career path where you can continue to help others while advancing your own professional skills. Comprehensive Training and Licensing Support: We provide training and support to help you obtain the necessary licenses and equip you with the tools for success in the financial services field. About Us: Located at 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401, we are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimers. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Bill McKernan, Managing Director: How long with NM? Since 2002. Previous experience? Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bills first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work. Passionate about? Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing. Brooke McKernan, Wealth Management Advisor: How long with NM? Since 2003. Previous experience? Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot. Passionate about? Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends. Quote to live by: "The only way to do great work is to love what you do." Dave Siegel, Field Director: How long with NM? Since 2009. Previous experience? Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013. Passionate about? Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan. Check out Daves mission statement: **************************** Key Responsibilities of a Financial Advisor: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Experience: Previous experience in financial services or insurance is not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
    $49k-96k yearly est. 2d ago
  • Financial Advisor - Juno Beach, Florida

    TDI 4.1company rating

    Finance internship job in Juno Beach, FL

    Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a planning experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for TD Wealth clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Strong understanding of wealth management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish relationships and partner effectively with other departments Proven ability to achieve sales goals Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Continuous International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Never Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $33k-49k yearly est. Auto-Apply 2d ago
  • Business Development Sales Intern

    Granite Telecommunications LLC 4.7company rating

    Finance internship job in West Palm Beach, FL

    We're looking for a talented sales intern to work alongside our sales professionals who will focus on new business development by selling our voice and data telecommunication products and services to C-level and Director level decision makers. If you are a highly driven, self-motivated individual, with a positive attitude, and competitive spirit, then Granite will provide you an exciting and lucrative career opportunity. You will get the training, support and environment needed to succeed. You will be the driving force for securing new customers and new business regionally for Granite across North America. Duties and Responsibilities: * Assisting team members with administrative tasks * Learning and incorporating sales skills from and into their own sales environment * Learning the products we sell and understand Granite as a company * Producing and/or editing written reports for team members * Prospecting new clients via cold calling * Gain knowledge of using CRM- Salesforce * Participating in independent sales tasks and strategies * Participating in a sales intern role play competition #LI-ND1 #LI-N1 Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success. Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years. Our offices have onsite fully equipped state of the art gyms for employees at zero cost. Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few. We have been consistently rated a "Fastest Growing Company" by Inc. Magazine. Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024. Granite was recently named One of Forbes Best Employers for Diversity. Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more. If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you. EOE/M/F/Vets/Disabled
    $27k-36k yearly est. 9d ago
  • Security Analyst Intern

    Arete Advisors 4.1company rating

    Finance internship job in Boca Raton, FL

    The Security Analyst Intern works in-person and side by side with our Managed Detection and Response (MDR) team. They assist in monitoring, triaging, and escalating Endpoint Detection and Response (EDR) alerts, while learning industry best practices for threat analysis and incident response. They work with enterprise security tools, learn investigative techniques, and participate in collaborative workflows within a professional Security Operations Center (SOC) environment. They will provide hands on support with triaging, mitigating, and escalating Endpoint Detection and Response (EDR) alerts, while receiving guidance on building a strong foundation for a successful career in cybersecurity. Roles & Responsibilities Alert Triage and Investigation: Assist in reviewing and analyzing security alerts within EDR and XDR platforms. Threat Analysis: Support investigations by correlating malicious activity using logs, internal tools, and open-source intelligence. Malware Analysis: Upload and analyze suspicious files in sandbox environments under guidance. Threat Hunting: Participate in proactive threat-hunting activities to identify potential indicators of compromise. Escalation Support: Document and escalate findings to senior analysts and clients as directed. Collaboration and Learning: Work closely with MDR analysts and subject matter experts to gain insight into incident response processes. Client Support: Contribute to MDR client lifecycle tasks to help maintain secure environments. Perform additional duties as assigned that support the Security Operation Center mission of protecting our clients from cybercriminals. Skills & Knowledge Interest in Cybersecurity: Strong desire to learn and develop technical skills in a professional setting. Attention to Detail: Ability to follow processes and document findings accurately. Technical Foundation: Basic understanding of operating systems (Windows/Linux/mac OS) preferred. Scripting Familiarity: Exposure to PowerShell, Bash, SQL, or Python is a plus. Networking Basics: Knowledge of TCP/IP and OSI model fundamentals is helpful. Job Requirements Currently enrolled in a college program with coursework in Cybersecurity, Computer Science, or related fields (minimum one year preferred). Ability to commit to approximately 15 hours per week, scheduled across 2-3 shifts. Strong written and verbal communication skills in English. Must be able to work in person at our Boca Raton, FL location. Disclaimer The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties and skills required personnel so classified. Work Environment While performing the responsibilities of this position, the work environment characteristics listed below are representative of the environment the employee will encounter: Usual office working conditions. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of this job. Physical Demands No physical exertion required. Travel within or outside of state. Light work: Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force as frequently as needed to move objects. Terms of Employment Salary and benefits shall be paid consistent with Arete salary and benefit policy. FLSA Overtime Category Job is non-exempt from the overtime provisions of the Fair Labor Standards Act and is eligible for overtime pay for hours worked over 40 in the work week. Declaration The Arete Incident Response Human Resources Department retains the sole right and discretion to make changes to this job description. Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or Veteran status. Different makes us better. Arete Incident Response is an outstanding (and growing) company with a very dedicated, fun team. We offer competitive salaries, fully paid benefits including Medical/Dental, Life/Disability Insurance, 401(k) and the opportunity to work with some of the latest and greatest in the fast-growing cyber security industry. When you join Arete… You'll be doing work that matters alongside other talented people, transforming the way people, businesses, and things connect with each other. Of course, we will offer you great pay and benefits, but we're about more than that. Arete is a place where you can craft your own path to greatness. Whether you think in code, words, pictures or numbers, find your future at Arete, where experience matters. Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or Veteran status. Different makes us better.
    $35k-55k yearly est. Auto-Apply 1d ago
  • Financial Solutions Advisor Registration Candidate - S Palm Beach Market

    Bank of America Corporation 4.7company rating

    Finance internship job in Boca Raton, FL

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. We'll help you: * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications * Aptitude in obtaining required industry licenses. * Must be self-disciplined in managing time and capacity. * Experience in cultivating client relationships, accessing needs and recommending solutions. * Success creating strong peer relationships through effective communication and collaboration. * Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. * Executes multiple tasks simultaneously. * Learns and adapts to new technology or applications. Desired Qualifications * Currently holds FINRA Securities Industry Essentials (SIE) * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: * Client Experience Branding * Client Solutions Advisory * Investment Management * Pipeline Management * Referral Management * Client Management * Customer and Client Focus * Portfolio Management * Prospecting * Referral Identification * Business Acumen * Executive Presence * Oral Communications * Risk Management Weekly Schedule: Monday thru Friday, some Saturdays required This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift: 1st shift (United States of America) Hours Per Week: 40
    $48k-78k yearly est. 17d ago
  • Financial Representative

    MWA Careers-Fort Myers

    Finance internship job in Clewiston, FL

    Job DescriptionLaunch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nations largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. Were proud of the impact fraternalism makes. Its what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmens education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or youre just getting started, youll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.
    $28k-53k yearly est. 12d ago
  • Technical Financial Analyst

    Insight Global

    Finance internship job in North Palm Beach, FL

    Big things: * Financial degree foundation -- excellent in excel for ad hoc reporting (macros) * Techno/Functional Analyst in last role -- must be able to do minor development in SQL o There's a ton of backlog data that needs to be constantly worked on Our client in the Juno Beach FL area is looking for a technical financial analyst to join their trading team. This person must be local, and able to come on-site 5 days a week. This person will be reporting to the lead trading developer and managing all P&L for the entire trade floor. Any interest or exposure in commodity trading will be a huge plus. There is a ton of backlogged data so this person will have to have basic SQL programming skills to maintain daily operations. Pay rate: $28-30 hr We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements * Finance/Accounting degree * SQL * Excel - reporting - interest or working knowledge of trading
    $28-30 hourly 9d ago
  • Aspiring Financial Advisor Program (Training & Licensing Provided) - Investment Associate

    Hennion & Walsh

    Finance internship job in Boca Raton, FL

    People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be registered individual to thrive in the financial services industry. We pay you while you study and prepare to take the various exams needed to be a licensed financial advisor. Once you have passed the examinations, your salary continues while you begin learning and understanding the skills it takes to succeed as an advisor, or one of the other available roles, at Hennion & Walsh. Hennion & Walsh provides ongoing training and support to all of our advisors. We have a proven success model that enables you to build a long-term career. If you are a highly motivated individual and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you. We are looking for performance-driven personalities and entrepreneurs in spirit who are looking to build a career helping the individual investor achieve their financial goals and dreams. Overview Hennion & Walsh is an advocate to the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Investment Associates. Our ideal candidates thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. We have immediate openings! Opportunity • Work for a successful investment firm dedicated to performance, integrity, service, and innovation • Gain business expertise and market knowledge through our comprehensive training and mentoring program • Perform in an energetic, open environment • Succeed in an achievement-based culture Qualifications • Bachelor's degree or equivalent combination of education/experience • Personal or professional track record of achievement • Highly professional work ethic • Ability to handle multiple responsibilities and take initiative • Excellent organizational and time management skills Benefits • Competitive compensation • Open and supportive team-based environment • Full medical and dental benefits • 401(k) plan with company match The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation. Please note this role requires in-person attendance. Placement in the range will vary based on performance throughout the training period. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.
    $30k-61k yearly Auto-Apply 55d ago
  • Financial Analyst

    One Path Career Partners

    Finance internship job in West Palm Beach, FL

    We are hiring for a skilled Financial Analyst! In this full-time opportunity you will be performing accounting, customer service, and organizational functions while collaborating in internal/external members. To be considered for this position, applicants must have an Associates Degree along with 2 years of experience in accounting/financial reconciliation. Qualified candidates have strong Microsoft Excel skills, excellent verbal and written communication, a high attention to detail, and be self-motivated. Does this describe you? Apply Now! Job Summary: Full time, contract M-F schedule, 8am-5pm Searches for payment inconsistencies or errors, while making sure participants are being charged correctly. Performs verification and accuracy checks on all assigned accounts. Researches corrections and reports findings to the necessary participants. Clearly explains analytical data to internal and external business partners.
    $41k-64k yearly est. 60d+ ago

Learn more about finance internship jobs

How much does a finance internship earn in Palm Beach Gardens, FL?

The average finance internship in Palm Beach Gardens, FL earns between $25,000 and $50,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Palm Beach Gardens, FL

$35,000

What are the biggest employers of Finance Interns in Palm Beach Gardens, FL?

The biggest employers of Finance Interns in Palm Beach Gardens, FL are:
  1. Carrier
  2. Northwestern Mutual
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