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Financial Analyst
LHH 4.3
Finance internship job in Wilsonville, OR
Operations Financial Analyst
Compensation & Benefits
Base Salary: $85,000-$100,000, depending on experience
Medical, Dental & Vision: Employer-paid for employees and dependents
401(k): 100% match on the first 3% contributed, then 50% match on the next 3%
Time Off: 15 days PTO + 7 paid holidays
About the Role
The Operations Financial Analyst is a key business partner to Operations and Project Management, responsible for analyzing financial performance across a portfolio of construction projects, developing and monitoring budgets, and delivering clear, actionable insights to both financial and non‑financial stakeholders. This role is especially critical as the organization moves through post-acquisition change and process improvements, helping to establish scalable reporting and forecasting routines.
Key Responsibilities
Project Financial Analysis: Review project budgets, expenses, forecasts, and profitability across a book of construction projects; identify trends and drivers to support decision‑making.
Budgeting & Forecasting: Develop and monitor budgets at the company and project levels; collaborate with Estimating and PMs to align assumptions and timelines.
Variance Analysis & Storytelling: Prepare and present variance analyses comparing expected vs. actuals; translate results into concise, business-friendly explanations for PMs and leadership.
Cross‑Functional Partnership: Work closely with Project Managers, Estimators, Accounting (GL/AP/AR/Payroll), and Operations to provide timely financial guidance and recommendations.
Process Improvement: Support and help lead ongoing process and reporting enhancements to increase accuracy, speed, and consistency (particularly during the transition to new processes).
Reporting & Tools: Build and refine reports/dashboards using Sage 300, Prophix, and Excel to drive visibility on cost, margin, cash flow, and schedule impacts.
Qualifications
Must‑Haves
3-5+ years of Finance and/or Accounting experience with a strong focus on project analysis and budgeting
Advanced Excel skills (pivot tables, VLOOKUP, and complex formulas)
Proven ability to distill complex financials into clear, actionable narratives for non‑financial audiences
Understanding of the construction project life cycle (bids/estimates, WIP, percent‑complete, change orders, close‑out)
Nice‑to‑Haves
Construction industry experience
Experience with Sage 300 and Prophix
Equal Opportunity
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other characteristic protected by law. We provide reasonable accommodations to individuals with disabilities throughout the recruitment process.
$85k-100k yearly 5d ago
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Strategic Finance Intern
Mercury 3.5
Finance internship job in Portland, OR
Mercury's Strategic Finance team partners with leadership to turn data into insight, helping the company make better decisions about growth, investment, and resource allocation. The team combines financial analysis, forecasting, and business context to guide strategy and ensure the company is building sustainably.
The Strategic Finance team is excited to hire an MBA intern for Summer 2026! In this role, you will work across various business units to support strategic, financial, and operational initiatives. You'll partner closely with finance, product, and business leaders to analyze growth opportunities, evaluate investments, and inform key decision-making. During this internship, you'll be able to combine financial expertise, analytics skills, and active thinking to make a lasting impact.
*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.
Your Impact
You'll be a key player in Mercury's financial evolution, working directly with the Finance Leadership:
Own 1-2 significant projects throughout the summer across one or more of the Strategic Finance subteams (GTM, Ops, etc.)
Contribute to ongoing, ad-hoc projects in partnership with Strategic Finance team members
Actual projects will be determined closer to start of internship based on business need and subject matter desires of intern
Your Growth Journey
This role offers a unique opportunity to:
Work across the Strategic Finance team, gaining exposure to subject matter that spans Mercury's entire business, from marketing to risk to operations to headcount
Gain an inside perspective of how finance is run at a fast growing company that is rapidly scaling its team, customer base, and product offerings
Test out your own hypotheses about where you may want to specialize in the future by gaining hands on project experience
What You Bring
Prior experience working with financial institutions, in an operational role in product, finance, strategy, BizOps, or similar function, or serving Financial Institution clients in Investment Banking or Management Consulting
Strong comfort and familiarity with financial concepts (P&L, balance sheet, unit economics) and core metrics relevant for financial institutions
(Preferred, but not required) Prior experience working in a startup environment or with fast growing technology companies
Strong analytical skills and ability to go from “0-60” on new topics quickly
This is a paid full-time remote summer internship for 10-12 weeks between May-August. This internship is intended for individuals enrolled in an MBA program.
Compensation
The hourly rate for candidates based in the US is $40/hr.
Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024.
[Please see the independent bias audit report covering our use of Covey for more information.]
#LI-DNI
$40 hourly Auto-Apply 6d ago
2027 Tax Season Intern
Aldrich 3.8
Finance internship job in Portland, OR
Internship Description
Are you an undergraduate or graduate student looking to get experience in public accounting? All of our interns have the opportunity to work within our Promoting Opportunities & Outstanding Leaders (POOL) program which provides exposure to tax, audit, and consulting.
Our tax season interns work alongside our tax teams and get hands-on experience within a variety of different industries. It is our belief that by providing broad exposure to the variety of services and niches within our firm, our interns and future staff will be better equipped to effectively serve our clients.
Why Aldrich
Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.
Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.
Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.
Check out more about Aldrich at *****************************
Requirements
You'll Get a Chance To
Develop a broad understanding of complex accounting and auditing concepts
Identify and communicate accounting and auditing matters to senior associates and managers
Review and evaluate internal control systems, policies, and procedures
Examine and organize accounts and tax records
Compute taxes owed according to prescribed rates, laws, and regulations
Assist in conducting tax research, studies, and special projects
What You Bring to the Team
Expected or completed Bachelor's degree in Accounting, Business, Finance, or Economics from an accredited college/university
Superior communication skills
Excellent research and writing skills
Ambitious with a desire to continually improve
What You Should Know
Aldrich's Tax Season Internship runs from January to April. The schedule of the tax season internship will be heavily dependent on your class schedule, but you will be expected to work on average 25 hours per week, not to go below 20 hours per week. This is a temporary non-exempt position and will be required to be in person. As a temporary employee, with the exception of 401(k), you will not be eligible for employee benefits.
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the internship is $25.00-$30.00 per hour.
We value strong academic performance as part of our hiring process. Please submit your unofficial transcripts when applying, as they are a key part of our evaluation. We may also ask for updated transcripts later in the process, and if your academic performance doesn't reflect the standards we consider during hiring, we may adjust our decision.
To Apply
Please submit your resume, a brief cover letter, and a copy of your updated collegiate transcript(s) (unofficial transcripts are acceptable). If these are not submitted, your application may not be considered. Be sure to upload all documents in PDF format.
The internship position is available in-person in our Lake Oswego or Salem offices. Your preferred location will be discussed during the interview process. We will take your location preference into consideration.
We're grateful for your interest. As our spring recruiting season runs for several months, application reviews may take additional time. We'll reach out once we've completed our evaluation.
#LI-DNI
Salary Description $25.00-$30.00 Per Hour
$25-30 hourly 60d+ ago
2027 Tax Season Intern
Aldrich CPAs + Advisors LLP
Finance internship job in Portland, OR
Are you an undergraduate or graduate student looking to get experience in public accounting? All of our interns have the opportunity to work within our Promoting Opportunities & Outstanding Leaders (POOL) program which provides exposure to tax, audit, and consulting.
Our tax season interns work alongside our tax teams and get hands-on experience within a variety of different industries. It is our belief that by providing broad exposure to the variety of services and niches within our firm, our interns and future staff will be better equipped to effectively serve our clients.
Why Aldrich
Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.
Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.
Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.
Check out more about Aldrich at *****************************
Requirements
You'll Get a Chance To
* Develop a broad understanding of complex accounting and auditing concepts
* Identify and communicate accounting and auditing matters to senior associates and managers
* Review and evaluate internal control systems, policies, and procedures
* Examine and organize accounts and tax records
* Compute taxes owed according to prescribed rates, laws, and regulations
* Assist in conducting tax research, studies, and special projects
What You Bring to the Team
* Expected or completed Bachelor's degree in Accounting, Business, Finance, or Economics from an accredited college/university
* Superior communication skills
* Excellent research and writing skills
* Ambitious with a desire to continually improve
What You Should Know
Aldrich's Tax Season Internship runs from January to April. The schedule of the tax season internship will be heavily dependent on your class schedule, but you will be expected to work on average 25 hours per week, not to go below 20 hours per week. This is a temporary non-exempt position and will be required to be in person. As a temporary employee, with the exception of 401(k), you will not be eligible for employee benefits.
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the internship is $25.00-$30.00 per hour.
We value strong academic performance as part of our hiring process. Please submit your unofficial transcripts when applying, as they are a key part of our evaluation. We may also ask for updated transcripts later in the process, and if your academic performance doesn't reflect the standards we consider during hiring, we may adjust our decision.
To Apply
Please submit your resume, a brief cover letter, and a copy of your updated collegiate transcript(s) (unofficial transcripts are acceptable). If these are not submitted, your application may not be considered. Be sure to upload all documents in PDF format.
The internship position is available in-person in our Lake Oswego or Salem offices. Your preferred location will be discussed during the interview process. We will take your location preference into consideration.
We're grateful for your interest. As our spring recruiting season runs for several months, application reviews may take additional time. We'll reach out once we've completed our evaluation.
#LI-DNI
$25-30 hourly 19d ago
2026 Forestry Finance Internship - Emerging Talent Summer Experience Program
JPMC
Finance internship job in Portland, OR
Become an integral part of our JPMorganChase team! Each day will be unique - bring a positive attitude, entrepreneurial spirit and get ready to roll up your sleeves. This position is an essential part of the team.
As a Timberland Finance Intern within Campbell Global, you will work closely with our Portfolio Management and Strategic Solutions groups and will assist in building financial models to evaluate timberland investments, as well as support our client relations activities. You will be expected to be available to work full time, starting from early June 2026 and for a period of up to 9 weeks.
Job responsibilities:
Assist in the development and maintenance of detailed financial models for acquisitions, dispositions, and ongoing management.
Analyze and interpret timberland asset and market data to assess investment opportunities.
Conduct sensitivity and scenario analyses to evaluate the impact of various assumptions and outcomes.
Support the client relations team in the preparation of quarterly reports, presentation materials, and ad hoc analyses.
Participate in client meetings and calls, capturing key points and aiding in follow-up communication.
Assist in resolving client queries and concerns in a timely and professional manner.
Required qualifications, capabilities, and skills:
Currently pursuing or recently completed a Bachelor's or Master's degree in Finance, Economics, Accountancy or related field.
Ability to address complex issues through analytics.
Strong proficiency in Microsoft Excel and financial modeling.
Broad knowledge of finance and investment topics relevant to investing in timberland and advising institutional investor clients
Strong interpersonal communication and team skills.
Ability to effectively communicate complex concepts and results verbally, graphically and in writing.
Preferred qualifications, capabilities, and skills:
Experience with accounting and taxation.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
$29k-37k yearly est. Auto-Apply 60d+ ago
Organizational Change Management (OCM) Intern
Maximus 4.3
Finance internship job in Portland, OR
Description & Requirements The OCM Intern will assist the CDIO organization in implementing change management strategies that help employees adapt to organizational changes. This internship is designed for individuals eager to learn about structured change methodologies and gain hands-on experience in supporting enterprise transformation initiatives. You will work closely with experienced practitioners and project teams to contribute to communication, training, and stakeholder engagement activities.
Additionally, the selected intern will gain knowledge of general business principles, corporate organizational structure and government process improvement. Throughout the summer, you will have the opportunity to meet, interact, and collaborate among various project teams, consultants, senior management, executives and peers. Guidance and training on operations standards and protocols will be provided by the Manager.
BENEFITS / COMPENSATION:
Hourly pay range is competitive and commensurate with education and experience. Interns are eligible for benefits. All computer equipment and access to digital systems will be provided to the hired candidate. Students may also complete the internship for academic credit, subject to the qualifications of their academic program.
PROGRAM DETAILS:
This position requires a commitment of 40 full-time hours per week, with availability during usual business hours (8AM-6PM ET), for the duration of a 10-week summer program: starting Tuesday, May 26th and ending Friday, August 7th, 2026
Essential Duties and Responsibilities:
- Provide data analysis support to project and operations management.
- Perform routine administrative functions.
- Assist in special projects across various operational departments.
- Work on assignments that are moderately difficult and escalate issues to management.
- Assist with ad-hoc reporting.
Key Responsibilities
• Support Change Initiatives: Assist in applying change management frameworks and tools under the guidance of senior team members.
• Impact & Readiness Analysis: Help gather data for impact assessments and readiness evaluations.
• Communications & Training: Contribute to drafting communication materials and preparing training content; assist in scheduling and coordinating sessions.
• Documentation & Reporting: Maintain organized records of change activities and help prepare progress reports.
• Collaboration: Participate in team meetings and support project managers with administrative tasks related to change management.
• Research & Best Practices: Explore industry trends and share insights to improve processes.
Minimum Requirements
- Currently enrolled in an accredited college or university and pursuing a college degree in a related field.
- Must have completed a minimum of 2 years of coursework.
- Skilled in standard computer applications and platforms such as Outlook and MS Office Suite, PowerPoint, and Excel.
- Demonstrated ability to juggle multiple priorities with superior attention to detail.
- Ability to perform comfortably in a fast-paced, deadline-oriented work environment.
- Strong interpersonal communication, teamwork, and customer service skills.
Currently pursuing a bachelor's or master's degree in business, Organizational Development, Communications, Psychology, or related field.
Strong written and verbal communication skills.
Detail-oriented with good organizational abilities.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Also preferred:
Interest in change management principles (e.g., Prosci, ADKAR).
Familiarity with HR technologies or enterprise systems is a plus.
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************.
Minimum Salary
$
21.32
Maximum Salary
$
31.27
$42k-74k yearly est. Easy Apply 3d ago
Financial Planning & Analysis (FP&A) Intern (Co-Op) - December 2025 - June 2026
PCC Talent Acquisition Portal
Finance internship job in Lake Oswego, OR
This is your chance to gain invaluable on-the-job experience while getting an introduction to our collaborative and exciting culture.
Essential Duties and Responsibilities
Assignments will include exposure to capital assets, management reporting, direct interaction with international locations, use of Oracle Cloud EPM and various other tasks to support department operations.
The students will:
• Apply principles learned in school to hands-on situations
• Work within specifications provided to meet project goals and objectives in a timely and accurate manner
• Identify and recommend process improvements for specified projects
• Attend training sessions and other appropriate educational opportunities
• Perform or review systems analysis, testing and documentation for existing processes
• Take ownership and responsibility for identified projects
• Participate with peers, project team members and other departments on a regular basis
• Prepare and distribute weekly Division reporting
Qualifications
• Current student pursuing a bachelor's degree in finance/accounting or related fields
• Demonstrated results-driven leadership
• Critical problem analysis, decision making and analytical abilities
• Strong interpersonal skills with excellent written and verbal communication skills
• Integrity
• Prefer GPA of 2.8 or above
$29k-37k yearly est. 54d ago
Financial Advisor & Planner - Personal Strategy
Empower Retirement 4.3
Finance internship job in Portland, OR
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Financial Advisor & Planner on the Personal Strategy team assists Empower's Personal Wealth investment clients on a wide range of financial matters. The Financial Advisor effectively communicates clients' portfolio strategies and provides guidance on a variety of financial planning topics.
What you will do
Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
Take the lead on comprehensive relationship management via phone conversations, email communication, and in-person meetings
Act as a liaison between clients and Empower's Investment Committee, explaining investment strategy and engaging in portfolio, market, and economic discussions
Deliver client education on investment philosophy and capital market functionality
Assist clients with financial planning in areas such as retirement planning, savings strategy, and education planning
Work with the Financial Planning Specialist Team, who assist clients & advisors with more complex planning issues
Coordinate with the Operations Team on client-related administrative issues
What you will bring
Bachelor's degree or extensive industry experience required
Experience with direct high-net worth client communication within the investment advisory field
High-level knowledge of current investment products and industry services
Proven track record in relationship management and customer satisfaction
FINRA Series 65 required
What will set you apart
CFP preferred
The ability to compare and contrast the benefits and suitability of different investment options and products
Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment
Strong interpersonal skills, team-oriented, and collaborative
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$59,700.00 - $84,300.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-31-2026
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
$59.7k-84.3k yearly Auto-Apply 4d ago
Financial Advisor - Tualatin, OR
Country Financial 4.4
Finance internship job in Tualatin, OR
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and orfinancial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
#LI-Agency
$60k-90k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Portland, OR
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$51k-87k yearly est. Auto-Apply 18d ago
Internship - Nursing Leadership
Marquis Companies 4.5
Finance internship job in Portland, OR
Nursing Leadership Intern (Paid Internship) Make a Real Impact While Building Your Career This paid internship is designed for students interested in a healthcare career-particularly those aspiring to become geriatric nurses. It offers a firsthand look into the dynamic world of senior services and post-acute care.
What You'll Do:
* Gain hands-on experience by rotating through key departments like nursing, therapy, social services, admissions, and dietary services.
* Shadow experienced nurse leaders (including Director of Nursing, Pharmacy Nurse Consultants, and Nurse Practitioners) to understand day-to-day leadership and clinical responsibilities.
* Collaborate with interdisciplinary teams in post-acute and community-based care.
* Receive hands-on mentorship and leadership development rooted in person-centered care.
* Lead a special project that brings a senior's wish to life
Why Marquis?
We help people live the best rest of their lives. Our mission is rooted in connection-between residents, families, staff, and community. Join us and experience a company that values your growth, celebrates your contributions, and champions excellence.
Internship Schedule:
* In Person (no remote or hybrid options available) at one of our Post Acute Rehab Facilites
* Monday through Friday, primariliy 8:00 a.m. - 5:00 p.m.
* some days may have variable start and end times depending on site need and/or assigned activities
Upcoming internship dates:
* September 29th - December 5th
* January 5th - March 13th
* We can adjust dates upon request in order to meet your University's requirements.
Qualifications
* Currently enrolled in a Nursing Program with an accredited college/university degree program
* Desire to work in Geriatric Nursing
* Excellent verbal and communication skills.
* Completion of all application steps listed below
Please complete the below steps to be considered for the Internship Program:
* Upload a resume combined with a cover letter to the application. This must be one combined document to upload properly.
* Email (up to 2) written letters of recommendation from either current/former supervisors or college faculty to Isabel Taylor at *****************************. These can be sent after you have applied for the internship.
EEO Statement
"Be here. Be you."
For more than 30 years, Marquis Companies and Consonus Healthcare have been serving seniors and welcoming staff of all backgrounds, skills, and perspectives. The Marquis family of companies offer a rich heritage of embracing differences and honoring individuality. We've continued to grow in our appreciation of diversity in the workplace. We know it builds strength, drives innovation, and brings valuable new perspectives and energy.
We're committed to making our workforce an even greater reflection of the people and communities we serve, and we are honored our employees have chosen to work at Marquis and Consonus. Everything we do as a company is driven by our mission to help those we serve, and each other, live the best rest of our lives.
That means you being you - without apology or compromise. We value your every uniqueness and continue to curate, nurture, and sustain an inclusive culture. It's the foundation of who we are and the evolution of our collective future.
$32k-39k yearly est. Auto-Apply 36d ago
Financial Analyst (FP&A) Intern Summer 2026
Ralliant
Finance internship job in Beaverton, OR
Hybrid **Summer 2026 FinanceInternship** Tektronix is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Our work accelerates technological breakthroughs that are revolutionizing culture and industry worldwide. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow.
**Internship Description**
The Tektronix Financial Analyst Intern role is an outstanding opportunity to apply your education and showcase your skills. This role is ideal for students passionate about corporate finance and eager to understand how financial strategies drive business decisions in a global technology company. We utilize the internship program as our primary funnel for full-time employment and have a strong track record of hiring interns. At Tektronix, we offer a robust rotational program for our Finance team, and the internship experience is designed to reflect this as much as possible. Interns are often given projects that span cross-functional areas such as Commercial Sales, Manufacturing, Product Development, and Service. Interns will be exposed to diverse projects across multiple functions, requiring adaptability and a willingness to learn. We value curiosity-interns are encouraged to ask questions and challenge assumptions to drive better outcomes. Internship projects are based on real business issues and often include interaction with senior leadership. Beyond the assigned project experience, we offer our interns a well-defined training program, and social and volunteer events during the summer.
Past Examples of High-Value Intern Projects
+ Obtaining and consolidating external data to analyze and communicate target market share.
+ Conducting regression analysis on external data to determine correlation with company sales and developing a market proxy model.
+ Creating a KPI dashboard using Power BI for commercial sales leaders to better understand sales activity.
+ Deep dive problem solving analysis on maintenance and repair expenses in our Beaverton manufacturing facility.
+ All internship projects conclude with presentation of your work to the CFO and other senior leaders.
**Qualifications**
+ Motivated and driven with a high degree of professionalism.
+ Works effectively within a team environment.
+ Strong analytical, presentation, and communication skills.
+ Ability to clearly and concisely communicate complex financial concepts to both technical and non-technical audiences.
+ Growth mindset with a drive for continuous improvement.
+ Ability to quickly learn new tools, adapt to changing priorities, and thrive in a dynamic business environment.
+ Comfortable seeking clarification, asking thoughtful questions, and engaging with senior leaders to deepen understanding.
+ Proficiency in Excel (pivot tables, VLOOKUP) and Power BI.
+ Pursuing a bachelor's degree in business, Economics, Finance, or other applicable focus areas.
**Ralliant Corporation Overview**
Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.
**About Tektronix**
Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow!
We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.
**Pay Range**
The salary range for this position (in local currency) is 20.53 - 41.11
$29k-43k yearly est. 60d+ ago
Risk Analyst Intern
Concora Credit
Finance internship job in Beaverton, OR
As a Risk Analyst Intern, you'll help drive Concora Credit's Mission to enable customers to Do More with Credit - every single day.
The impact you'll have at Concora Credit:
As a Risk Analyst Intern, you will assist in understanding our business performance and contribute to strategies that enhance improvement opportunities. This internship will provide you with hands-on experience in data analysis and decision-making processes that influence our business. It's a great opportunity for someone passionate about analytics and eager to learn more about career paths that leverage quantitative degrees.
This internship is an opportunity for you to contribute and learn in a dynamic environment where your skills and ideas can make an impact. If you're excited about the prospect of working with data to make informed decisions, we encourage you to apply. We appreciate diverse perspectives and backgrounds, which contribute to our innovative culture.
Our internship program is designed to give you hands-on experience through targeted projects, enhancing both your resume and skills in your area of focus. The program will take place 4 days a week (Monday through Thursday) from June 15 to August 20, 2026, onsite at the Beaverton, Oregon location.
We hire people, not positions. That's because, at Concora Credit, we put people first, including our customers, partners, and Team Members. Concora Credit is guided by a single purpose: to help non-prime customers do more with credit. Today, we have helped millions of customers access credit. Our industry leadership, resilience, and willingness to adapt ensure we can help our partners responsibly say yes to millions more.
Program Structure
Our internship program is grounded in 3 key pillars to ensure you get the most out of your time with us - Meaningful Project Work, Networking, and Engaging Experiences.
Meaningful Project Work
Throughout your internship at Concora Credit, you will be assigned a significant project intended to span the entirety of the program. This project will include clearly defined deliverables and deadlines, with your Team Leader providing guidance to help you stay on track. Our goal is for you to complete a project that enhances your resume while simultaneously equipping you with valuable skills that will contribute to your future career advancement.
Networking
We believe that the internship experience should extend beyond just project work alone. To facilitate your professional growth, we will organize several networking events during the program, including Q&A sessions with senior executives in various roles and opportunities to explore different departments within the company. Additionally, you will be paired with a dedicated teammate, separate from your Team Leader, who will add another support system throughout your time with us.
Engaging Experiences
While the internship is focused on professional development, we also prioritize creating a fun and engaging atmosphere with activities outside of work. Expect to participate in enjoyable group activities, such as team outings and company wide events, fostering camaraderie and connections amongst your fellow interns and the Concora Credit Community.
We invite you to apply for this enriching internship experience and look forward to welcoming you to our team at Concora Credit!
Responsibilities
Internship Eligibility:
Applicants must be classified as a Junior or higher at the time of application, with an expected graduation date of 2026 or 2027. Graduate programs also welcome to apply.
Available to work 10 weeks with no major conflicts in June through August.
Available to work onsite Monday through Thursday at our Beaverton, OR office.
Authorized to work in the US for any employer and without the need for sponsorship now or in the future.
As our Risk Analyst Intern, you will:
Help identify business challenges and opportunities using basic modeling and analysis techniques.
Work with large data sets using various software tools, learning how to manipulate and manage them effectively.
Assist in the creation and evaluation of testing strategies aimed at improving profitability.
Collaborate with Team Members from different departments to gather insights and feedback.
Have the chance to learn and grow within a rapidly evolving company.
These duties must be performed with or without reasonable accommodation.
Qualifications
Requirements:
Currently enrolled in an accredited degree-seeking program, with a focus on relevant quantitative field of study (Economics, Engineering, Mathematics, Computer Science, Business Analytics or similar).
Strong problem-solving skills.
Keen attention to detail and good quantitative skills.
Good verbal and written communication skills.
Proficiency in MS Excel.
Preferred Qualifications:
Basic experience with SQL (MS SQL Server), R, Python, or similar programming languages.
Any projects demonstrating transforming data in some capacity from coursework, internshipsor self-study.
Concora Credit provides equal employment opportunities to all Team Members 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.
Employment-based visa sponsorship is not available for this role.
Concora Credit Is an equal opportunity employer (EEO).
Please see the Concora Credit Privacy Policy for more information on how Concora Credit processes your personal information during the recruitment process and, if applicable, based on your location, how you can exercise your privacy rights. If you have questions about this privacy notice or need to contact us in connection with your personal data, including any requests to exercise your legal rights referred to at the end of this notice, please contact caprivacynotice@concoracredit.com.
$33k-48k yearly est. Auto-Apply 4d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance internship job in Salem, OR
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 41d ago
Sr. Personal Financial Representative (Sr. Personal Banker)
Gesa Credit Union
Finance internship job in Vancouver, WA
Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other complex accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
Training Location Notice:
Please note: Initial training for this position will be held at an alternate company location. Candidates must be able to attend onsite training at 5101 NE 82nd Ave, Suite 200 Vancouver, WA 98662 for the duration of the training period, which is expected to last 4-6 weeks.
What You Will Be Doing:
* Provide exceptional member service to all whom we serve.
* Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns.
* Have a core understanding of financial literacy and, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
* Offer appropriate products and/or services to deepen member relationships and refer to other expert team members as appropriate.
* Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
* Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
* Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions.
* Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
* Mentor and help train new PFRs and MSAs.
* Proficient at understanding and completing branch audits and certifications.
* Acts as a delegate in the absence of the Assistant Branch Manager/Team Leader, Branch Manager/Team Leader, or Branch Service Manager/Team Leader.
* Fluidly transition between tasks as an MSA, Sr. MSA, or PFR.
* Assist non-members with establishing membership.
* Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans.
* Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
* Process international and domestic wire requests.
* Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
* Observe and monitor cash activity to ensure the branch and Team Members are following established cash limits.
* Opens consumer deposit accounts and consumer account maintenance.
* Able to place cash orders, supply orders, balance vault cash, and maintain ATMs.
* Review and process overrides/approvals within authority while minimizing risk.
* Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
* Perform transactions and service requests on member accounts in an accurate and timely manner.
* Accurately follow all cash handling procedures and balance cash drawer at the end of every shift.
* Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act.
* Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
* Assist members with complex and sensitive fraud disputes.
About You:
* Professional written and verbal communication.
* Make sound decisions that minimizes risk in a timely manner.
* Ability to ask open-end and clarifying questions to understand member needs and deepen relationships.
* Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership.
* Respect and support all areas of diversity in the workplace and our membership.
* Complete assigned training programs in timely and accurate manner.
* Participate in and support a team environment.
* Meet or exceed established service levels, job performance, and organizational goals.
* Constantly adapt to changing priorities with a positive attitude.
* Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
* Exercises the utmost discretion and sensitivity when assisting with member transactions.
$27k-40k yearly est. 5d ago
Financial Advisor - Hillsboro, OR
Country Financial 4.4
Finance internship job in Hillsboro, OR
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and orfinancial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$60k-90k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Salem, OR
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$51k-88k yearly est. Auto-Apply 18d ago
Personal Financial Representative (Personal Banker)
Gesa Credit Union
Finance internship job in Vancouver, WA
Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collectiv.e compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
Training Location Notice:
Please note: Initial training for this position will be held at an alternate company location. Candidates must be able to attend onsite training at 5101 NE 82nd Ave, Suite 200 Vancouver, WA 98662 for the duration of the training period, which is expected to last 4-6 weeks.
What You Will Be Doing:
* Provide exceptional member service to all whom we serve.
* Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership.
* Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
* Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate.
* Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
* Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
* Assist non-members with establishing membership.
* Accurately take consumer lending applications.
* Review credit reports for concerns and obtains approvals and submit loan documentation.
* Close loans and effectively communicates with members regarding the next steps.
* Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
* Process international and domestic requests.
* Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
* Observe and monitor cash activity to ensure the branch and team members are following established cash limits.
* Opens consumer deposit accounts and performs consumer account maintenance.
* Places cash and supply orders, balances vault cash, and maintains ATMs.
* Review and process overrides/approvals within authority while minimizing risk.
* Mentor and help train new Member Service Associates (MSAs)
* Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
* Fluidly transition between tasks as an MSA or Sr. MSA.
* Perform transactions and service requests on member accounts in an accurate and timely manner.
* Accurately follow all cash handling procedures and balance your cash drawer at the end of every day.
* Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act.
* Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
* Assist members with complex and sensitive fraud disputes.
About You:
* Professional written and verbal communication.
* Make sound decisions that minimizes risk in a timely manner.
* Ability to ask open-end and clarifying questions to understand member needs and deepen relationships.
* Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership.
* Respect and support all areas of diversity in the workplace and our membership.
* Complete assigned training programs in timely and accurate manner.
* Participate in and support a team environment.
* Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
* Exercises the utmost discretion and sensitivity when assisting with member transactions.
$27k-40k yearly est. 5d ago
Financial Advisor - Salem, OR
Country Financial 4.4
Finance internship job in Salem, OR
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and orfinancial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and orfinancial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$60k-90k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Salem, OR
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
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:
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verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
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Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
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No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
How much does a finance internship earn in Portland, OR?
The average finance internship in Portland, OR earns between $26,000 and $42,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.
Average finance internship salary in Portland, OR
$33,000
What are the biggest employers of Finance Interns in Portland, OR?
The biggest employers of Finance Interns in Portland, OR are: