Post job

Finance internship jobs in Reading, PA

- 101 jobs
All
Finance Internship
Finance Advisor
Finance Analyst
Tax Internship
Business Analyst Internship
Finance Professional
Finance Associate
Finance Consultant
Business Development Internship
Finance Representative
Wealth Management Internship
Investment Banking Internship
Business Internship
Finance Specialist
Accountant Internship
  • Finance Intern - Summer 2026

    Fenner, Inc. 3.4company rating

    Finance internship job in Lititz, PA

    Job Description Fenner Precision Polymers has an exciting internship opportunity with the Fenner Finance Team at Lititz, PA. The successful candidate will be responsible for learning Various roles within the Finance Dept. The position report to the Accounting Manager What will you do? As part of the Finance Team, you will ……. S/he will be responsible for collaborating with various departments in order to: Understand the interworking on all segments of the Finance team. Work with each finance department team member to understand roles and responsibilities. Be important part of the Finance team with a wide range of tasks. Assist with weekly, monthly, and quarterly report Core Competencies Required Demonstrated ability to work independently and in team setting. Demonstrated leadership, problem solving and strong verbal and written communication skills and Proficient in Microsoft Excel Attention to detail and accuracy in data entry and analysis. Ability to prioritize work, handle multiple assignments. Education and/or Relative Experience: A minimum of 2 years of college in accounting or related field Experience in Finance related subject matter. About Fenner Precision Polymer Fenner Precision Polymer is a company of several preferred brands is manufacturing products in polymetric, metal and textile-based industries. Our solutions add recognized value to motion control, power transmission and related applications. AS a leader with a global footprint, our focus is on a variety of industrial inches where we deliver unique solutions and sustainable growth for our customers. Fenner Precision Polymers is a Micheline company and backed by 100 years of manufacturing, technical and commercial expertise in our industry. For more information, visit ***************** or ********************************************************* Equal Opportunity Employer
    $38k-51k yearly est. 27d ago
  • Reading Finance Intern - Spring Semester

    Carpenter Technology 4.4company rating

    Finance internship job in Reading, PA

    Hi, I'm Laura, looking for a Spring 2026 Finance Intern. Who Am I? I like learning new things and trying to create better processes and ways to become more efficient. I enjoy that each day of work is not the same. What Do We Do? Business Unit: Reading Finance We partner with Reading Operations leadership to drive cost effective manufacturing of products for our customers. We ensure we are focusing on the most important topics and help the Reading team to develop and implement solutions. Ongoing Projects Daily analytics provided to understand how business is tracking and what we are seeing in longer term. Includes insights into daily manufacturing output, daily spend profile, near & longer-term forecasting of business results to support our leadership team's decision making and investors view of Carpenter. Your Role as an Intern You will be a part of a dynamic team, supporting the following tasks: Develop or improve tools for Reading Finance team to support Reading Operations. There is a big opportunity for intern to help our manufacturing leadership have better tools to drive production volumes, productivity and ultimately income. The projects that would be worked on are melting reconciliations, MRBR, intercompany reconciliations, and ad-hoc projects. Our Value Proposition This position will allow you to develop and build expertise in the following core skills: Adaptability - You will track, prioritize, and drive multiple concurrent projects to success, while working in a fast-paced corporate environment. Problem Solving - Develop your critical thinking and analytical skills while assessing problems, recommending solutions or next steps and identifying best practices. Active Learner - Ability and appetite to learn quickly is critical as you expand your knowledge and build your skill sets. Communication - Create effective verbal and written communications in and across project teams. Organize and present results to small and large audiences throughout the organization. Collaboration - You will work autonomously in small or large teams, many of which are matrixed teams requiring strong partnership skills. What Do We Require? You must be: Currently enrolled in a bachelor's degree program majoring in Accounting Minimum 3.0 GPA Candidates must be proficient in excel Willing and able to work on-site at our Reading, PA location. Applicants MUST be US Citizens or Green Card Holders due to Carpenter's government contracts. Pay Range Hourly rates are based on: 1 - Program of study; 2 - Degree type (i.e., Bachelor's); 3 - Progression in degree (i.e., 1st year, 2nd year, etc.). The range for this position is $19.50 - $22.00 per hour. Commuting/Housing Assistance (If Eligible) Interns who must commute to work from outside the immediate Reading, PA area (over 50 miles one-way), will be paid a one-time lump sum payment of $2,400 (less applicable taxes) as excessive commute allowance. Interns who choose to temporarily relocate from outside the immediate Reading, PA area (moving over 50 miles one-way), will be paid a one-time lump sum payment of $4,800 (less applicable taxes) as a housing allowance. If applicable, this payment would be made during the first payroll cycle, which would be three or four weeks following the internship start date. Carpenters Commitment to Diversity, Equity, Inclusion and Belonging At Carpenter Technology, We Are One Company for All. Carpenter Technology has a culture that builds on the different backgrounds, experiences, and perspectives of all employees to drive performance. Our commitment to diversity, inclusion, and belonging is woven into our Core Values of dignity and respect for all. By embracing our diverse perspectives, we accelerate the creation of innovative solutions that deliver value to our customers. Carpenter Technology Company offers a competitive salary and a comprehensive benefits package including life, medical, dental, vision, flexible spending accounts, disability coverage, 401k with company contributions as well as many other options to employees. Carpenter Technology Corporation's policy is to fully and effectively maintain a program of equal employment opportunity and nondiscrimination for all employees, to employ affirmative action for all protected classes, and to recruit and develop the best qualified persons available regardless of age, race, color, religion, sex, gender identity, sexual orientation, marital status, national origin, political affiliation or any other characteristic protected by law. The Company also will recruit, develop and provide opportunities for qualified persons with disabilities and protected veterans.
    $19.5-22 hourly Auto-Apply 25d ago
  • Finance Intern

    Heidelberg Materials

    Finance internship job in Allentown, PA

    Line of Business: Other Finance Summer Intern About Us Heidelberg Materials is one of the world's largest suppliers of building materials. Heidelberg Materials North America operates over 450 locations across the U.S. and Canada with approximately 9,000 employees. What You'll Be Doing Assist with financial reporting, budgeting, and forecasting activities. Analyze financial data to support business decisions. Collaborate with cross-functional teams on cost and performance analysis. Support month-end and quarter-end closing processes. Participate in special projects and process improvement initiatives. What Are We Looking For Currently pursuing a degree in Finance, Accounting, Economics, or a related field. Strong analytical and problem-solving skills. Proficiency in Microsoft Excel and financial modeling tools. Effective communication and collaboration abilities. Eagerness to learn and contribute in a dynamic business environment. Work Environment This internship is based in a professional office setting with occasional exposure to operational environments. Interns will work closely with finance professionals and gain hands-on experience in a collaborative and fast-paced atmosphere. Equal Opportunity Employer - Minority / Female / Veteran / Disabled #Intern
    $35k-52k yearly est. Auto-Apply 60d+ ago
  • MBA Summer Internship, Finance, US, 2026

    GSK, Plc

    Finance internship job in Collegeville, PA

    Site Name: USA - Pennsylvania - Philadelphia, Durham Blackwell Street, Rockville Biopharm, Upper Merion, Upper Providence, Zebulon Join GSK's MBA Finance Summer Internship Program - Help us get ahead of disease together Education required: MBA qualified (or on your journey towards obtaining these qualifications by 2027), aligned to Finance or Economics Language requirement: Written and spoken fluency in English Expected Start date: June 2026 Application deadline: We will close this vacancy when we have enough applications, so please apply as soon as you can to be considered. Are you looking to gain valuable world work experience and help to positively impact the health of billions of people? Apply for a GSK Internship today! Do you want to gain diverse experience across key finance functions while helping shape the future of business? Are you passionate about building strong partnerships and collaborating within different areas of our business? We're looking for extraordinary MBA students who can combine academic excellence with sharp commercial insight to thrive in the dynamic environment, while recognizing and delivering value for GSK. A GSK internship offers you the opportunity to kickstart your career - to take on a real role with genuine impact! You'll take on challenging, serious work on live projects or assignments. You'll also get to learn from us, develop your skills and gain valuable experience for wherever the future takes you. What will you do? Global Finance is one of the Global Support Functions which form the common core of GSK's operating model and drive a one GSK enterprise approach. The MBA Finance summer internship is an intensive 12-week opportunity available to current MBA students who are looking for dynamic experience in divers Finance areas within GSK. During your internship, you will have the opportunity to: * Work on high-impact projects that are essential to GSK's commercial business, supply chain and development areas, using your strategic thinking, financial knowledge, analytical skills, and ability to lead and collaborate effectively. * Benefit from tailored support and training, with opportunities to connect with and learn from senior leaders across the business. * Partner with teams to provide strategic insights and operational support, helping drive efficiency and effectiveness across our business units. * Furthermore, strong performance, dedication, and collaboration during the internship may lead to consideration for direct-entry opportunities within the team. What are we looking for? * A genuine passion for advancing your career within the biopharma industry * Strong communication skills and a flexible mindset to thrive in a global, matrixed organization * Financial insight and the ability to navigate and solve challenges as they arise. * A drive to make a meaningful impact through leadership, innovation, and confident decision-making * Resilience, accountability, and creativity in shaping change within our fast-paced and dynamic Finance Global Support Function * Courage to deliver results, enthusiasm for change, and a commitment to leveraging finance to influence strategy today and in the future. * A proactive approach to personal growth, taking ownership to accelerate your development and deliver on commitments * A strong alignment with and embodiment of GSK's values, embracing diversity and collaboration What do we offer you? * A competitive salary * Well-being programs to help you be healthier, inspired and energized both at work and at home * Opportunities to work with Employee Resource groups that focus on encouraging inclusion & diversity * On-the-job experience and formal and informal training and development, delivered through a mixture of coaching, mentoring and formal training programs * Flexible work options Let's do this! You'll find hints, tips and guidance on our recruitment process on our website Learn more about the application process gsk.to/ECprocess Apply now! Need help with your application? Please email us at *********************** and let us know how we can help you. #EarlyCareers #Internships #MBAIntern The annual base salary for new hires in this position ranges from $73,095 to $121,825 taking into account a number of factors including work location within the US market, the candidate's skills, experience, education level and the market rate for the role. In addition, this position offers an annual bonus and eligibility to participate in our share based long term incentive program which is dependent on the level of the role. Available benefits include health care and other insurance benefits (for employee and family), retirement benefits, paid holidays, vacation, and paid caregiver/parental and medical leave. Please visit GSK US Benefits Summary to learn more about the comprehensive benefits program GSK offers US employees. Why GSK? Uniting science, technology and talent to get ahead of disease together. GSK is a global biopharma company with a purpose to unite science, technology and talent to get ahead of disease together. We aim to positively impact the health of 2.5 billion people by the end of the decade, as a successful, growing company where people can thrive. We get ahead of disease by preventing and treating it with innovation in specialty medicines and vaccines. We focus on four therapeutic areas: respiratory, immunology and inflammation; oncology; HIV; and infectious diseases - to impact health at scale. People and patients around the world count on the medicines and vaccines we make, so we're committed to creating an environment where our people can thrive and focus on what matters most. Our culture of being ambitious for patients, accountable for impact and doing the right thing is the foundation for how, together, we deliver for patients, shareholders and our people. If you require an accommodation or other assistance to apply for a job at GSK, please contact the GSK Service Centre at ************** (US Toll Free) or *************** (outside US). GSK is an Equal Opportunity Employer. This ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), military service or any basis prohibited under federal, state or local law. Important notice to Employment businesses/ Agencies GSK does not accept referrals from employment businesses and/or employment agencies in respect of the vacancies posted on this site. All employment businesses/agencies are required to contact GSK's commercial and general procurement/human resources department to obtain prior written authorization before referring any candidates to GSK. The obtaining of prior written authorization is a condition precedent to any agreement (verbal or written) between the employment business/ agency and GSK. In the absence of such written authorization being obtained any actions undertaken by the employment business/agency shall be deemed to have been performed without the consent or contractual agreement of GSK. GSK shall therefore not be liable for any fees arising from such actions or any fees arising from any referrals by employment businesses/agencies in respect of the vacancies posted on this site. Please note that if you are a US Licensed Healthcare Professional or Healthcare Professional as defined by the laws of the state issuing your license, GSK may be required to capture and report expenses GSK incurs, on your behalf, in the event you are afforded an interview for employment. This capture of applicable transfers of value is necessary to ensure GSK's compliance to all federal and state US Transparency requirements. For more information, please visit the Centers for Medicare and Medicaid Services (CMS) website at *********************************
    $35k-52k yearly est. Auto-Apply 60d+ ago
  • Retail Bank Financial Center Internships - Summer 2026

    Mid Penn Bank 3.9company rating

    Finance internship job in Pottsville, PA

    Mid Penn Bank Retail Banking Internship - Summer 2026 Recently named one of Pennsylvania's Greatest Places to Intern! Are you interested in learning about banking, customer service, and financial operations? Our Retail Banking internship offers hands-on experience in a professional banking environment - giving you the opportunity to work directly with customers, process transactions, and gain valuable insight into the financial services industry. Position Details: * Locations Available: Pottsville Area, Berks County Area, Connellsville, Elizabethtown, Oregon Pike (Lancaster), New Brunswick (NJ), Hamilton (NJ), Allentown, and West Chester * Full-Time/Seasonal: May through August 2026 What You Will Do: * Assist customers with deposits, withdrawals, and account inquiries. * Learn and apply cash handling and balancing procedures. * Support branch operations and customer service functions. * Gain exposure to banking products, policies, and compliance standards. * Work with experienced banking professionals and participate in intern events and learning sessions. Mid Penn Bank Internship Program: We are proud that our Intern Program was named one of the Greatest Places to Intern in Pennsylvania for 2025 by the PA Chamber Foundation. This is a direct reflection on our commitment to providing meaningful, real-world experience and mentorship to our interns. Program Highlights: * Gain professional experience in the financial services industry. * Participate in a variety of programs and experiences to supplement your day-to-day financial center (branch) work. * Gain access to senior leaders through networking events and discussions. * Be paired with a dedicated mentor to support you throughout the summer. * Collaborate with fellow interns across the organization. * Receive valuable feedback and coaching to help you build confidence and career readiness. Who You Are: * A student pursuing a degree in business, finance, accounting, or a related field. * Friendly, dependable, and detail-oriented. * Strong communication and problem-solving skills. * Interested in learning about financial services and customer relations. Pay Transparency We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. The salary for this position is $16.00/hour - $19.00/hour. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
    $16-19 hourly 60d+ ago
  • 2026 Summer Intern - Investment RFP Team

    The Hartford 4.5company rating

    Finance internship job in Wayne, PA

    Student Intern - HHSIAE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. This internship is within the group responsible for the development, management, and promotion of the entire investment product lineup of Hartford Funds. The position will provide exposure to content development for new and existing investment products, including requests for proposal (RFPs) and various marketing materials. Responsibilities of the role: Update product content (including sample proposals, fund summaries, pitchbooks) in a timely fashion to reflect changes to a product's team, philosophy, and process. Participate in department meetings around RFP responses and content development. Participate in product development and product enhancement projects as they pertain to RFP team deliverables. Assist in creating materials for product training sessions. Other duties as assigned. Qualifications: Must be currently enrolled in college as a Business/Finance/Economics major; Marketing or Communications major considered if there is also familiarity with financial markets Excellent writing and editing skills required Familiarity with mutual funds and exchange-traded funds preferred Interest in financial markets Proficiency in Microsoft Word and PowerPoint required Experience in Microsoft Outlook and Excel preferred Strong ability to multi-task and handle several projects simultaneously Fast learner Willing to take on new projects and lend a hand to the team where needed Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: - Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $77k-115k yearly est. Auto-Apply 60d+ ago
  • Summer 2026 Business Analyst Intern

    PPL 4.8company rating

    Finance internship job in Allentown, PA

    Company Summary Statement As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. PPL's companies are also addressing challenges head-on by investing in new infrastructure and technology that is creating a smarter, more reliable and resilient energy grid. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve. PPL is a positive force in the cities and towns where we do business, providing support for programs and organizations that empower the success of future generations by helping to build and maintain strong, diverse communities today. Overview Why Choose PPL for Your Internship? At PPL, we believe in investing in the next generation of technology leaders. Our internship program is designed to provide meaningful, hands-on experience in a collaborative and innovative environment. As a Business Analyst Intern, you'll gain exposure to real-world challenges, work alongside experienced professionals, and contribute to projects that protect our digital infrastructure. Qualifications Required Qualifications Currently pursuing a degree in Computer Information Systems, Information Technology, Business Analytics, Computer Science, or a related field. Minimum 3.00 GPA Excellent communication and organizational skills. Self-starter with a proactive approach to problem-solving and learning. Interest in working with technical teams Preferred Qualifications Experience using Power BI Familiarity with SQL, query languages, and data transfer technologies. Exposure to APIs, SAP tools (e.g., BTP, BODS) Responsibilities What You'll Do Collaborate with developers, analysts, and business stakeholders to translate business and technical requirements into actionable development tasks. Participate in agile team activities including sprint planning, stand-ups, and retrospectives. Work with tools such as Azure DevOps or similar platforms to manage work items and documentation. Assist in preparing technical documentation, user guides, and standards for work management across shared services. Support reporting and analytics efforts using Power BI and SAP tools. Troubleshoot and debug issues related to system integrations and reporting. Help standardize interactions with external teams to streamline requirement gathering. Interact with legacy systems to understand requirements for future system replacements. What You'll Learn How to translate business needs into technical solutions in a real-world enterprise environment. How system integrations support business operations and shared services. Agile methodology and collaborative development practices. Best practices in requirement gathering, documentation, and communication. Hands-on experience with tools like Azure DevOps, Power BI, and integration platforms.
    $38k-46k yearly est. Auto-Apply 21d ago
  • Financial Analyst

    Broadcom 4.8company rating

    Finance internship job in Breinigsville, PA

    Please Note: 1. If you are a first time user, please create your candidate login account before you apply for a job. (Click Sign In > Create Account) 2. If you already have a Candidate Account, please Sign-In before you apply. : Provides financial services and business support to organization management. Ensures that Broadcom operations are conducted in line with financial policies and controls. Responsible for the collection, recording, consolidation, reconciliation, analysis, reporting and presentation of accounting and financial information used by management for planning and control. Provides business management with financial decision support and analysis, portfolio management, market model analysis, business planning, and financial reporting, planning and analysis. Also includes audit responsibilities. Knowledge: • Having wide-ranging experience, uses professional concepts and company objectives to resolve complex issues in creative and effective ways. • Strong project management skills • Leads design and delivery of new products/process • Functional breadth and depth, plus expert in complementary fields • Demonstrates strong accounting skills in terms of Balance Sheet and Income Statement management. Manufacturing and Costing experience a plus Contribution: • Applies broad concepts and theories to achieve innovative and effective solutions to complex problems. • Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results. • Networks with key contacts outside own area of expertise. • Will champion significant projects, programs and business initiatives using demonstrated creativity and ingenuity • Determines methods and procedures on new assignments • Collaborates with finance management on priorities, both tactical and strategic Education & Experience: Bachelors and 8+ years of related experience; at this level post-graduate coursework or Masters degree and 6+ years of related experience a plus Additional Job Description: Compensation and Benefits The annual base salary range for this position is $88,300 141,300. This position is also eligible for a discretionary annual bonus in accordance with relevant plan documents, and equity in accordance with equity plan documents and equity award agreements. Broadcom offers a competitive and comprehensive benefits package: Medical, dental and vision plans, 401(K) participation including company matching, Employee Stock Purchase Program (ESPP), Employee Assistance Program (EAP), company paid holidays, paid sick leave and vacation time. The company follows all applicable laws for Paid Family Leave and other leaves of absence. Broadcom is proud to be an equal opportunity employer. We will consider qualified applicants without regard to race, color, creed, religion, sex, sexual orientation, national origin, citizenship, disability status, medical condition, pregnancy, protected veteran status or any other characteristic protected by federal, state, or local law. We will also consider qualified applicants with arrest and conviction records consistent with local law. If you are located outside USA, please be sure to fill out a home address as this will be used for future correspondence.
    $75k-105k yearly est. Auto-Apply 60d+ ago
  • Summer 2026 Wealth Management Intern

    Captrust 3.6company rating

    Finance internship job in Allentown, PA

    WHO are we looking for? CAPTRUST is offering a paid Internship in our Allentown, PA office that will provide exposure to the inner workings of a fast-paced wealth management and retirement plan advisory firm. This role will be supervised by experienced CAPTRUST Financial Advisors. Hours: Monday through Thursday 8:30am-5pm & Fridays 9am to 3pm on site in Allentown, PA. This is not a remote or hybrid role. CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. We require a minimum of 30 hours per week to fulfill the need of the internship. Completing an internship may lead to, but does not guarantee, future full-time employment. Apply today, primary responsibilities may include the following, among others: Responsibilities A private wealth case study will be provided in the first week of the program. The interns are required to present the findings/results to the FA Team in the final week An institutional research project will be required to present the findings to the FA Team in the final week Learn key professional presentation and relationship building skills Assist on special projects (internal projects/client specific) Help team prepare for client meetings Attend client meetings in a support role Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning Support business development activities such as prospecting initiatives, research for potential COIs, creating and analyzing client reports for presentation, and providing client service when needed Assist in the preparation and review of fee and expense benchmarking analysis and reports for qualified retirement plans Contribute to new research, project initiatives and ad hoc projects within required deadlines Learn and develop qualified and non-qualified retirement plan knowledge and skills Work closely with financial advisors, client service, and peers Qualifications Minimum Qualifications: Actively pursuing Undergraduate/Graduate degree; rising Junior or First-Semester Senior All School of Business Majors (Accounting, Finance, Economics, Financial Planning or Taxation preferred) Significant interest in the workings of wealth management and retirement plans Desired Qualifications/Skills: Strong critical thinker and self-starter High-level proficiency in Word, Excel, PowerPoint, Outlook Excellent communication and writing skills WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. WHERE will you be working? 600 Hamilton St #900 | Allentown, PA 18101 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #internship This position will remain open until filled.
    $65k-128k yearly est. Auto-Apply 33d ago
  • Complex Claims Consultant - Financial Lines/Public D&O

    CNA Financial Corp 4.6company rating

    Finance internship job in Wyomissing, PA

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is one of the premier providers of professional liability insurance. CNA offers excellent work/life balance opportunities and a strong benefits package. We are currently seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in this position will primarily focus on high severity D&O and E&O claims under policies issued to Public Companies as well as Financial Institutions such as large depository institutions, insurance companies and investment advisors. The Individual in this position will investigate and maintain complex professional liability claims and work within specific limits of authority on assignments requiring significant technical complexity and coordination. While utilizing claims policies and guidelines, the Individual in this position will also review coverage, assess liability and damages, secure information, and negotiate and settle claims. The average caseload for this claim professional will be approximately 120-135 files. These claims can be highly complex in nature and valued in the multi-million dollar range. Insurance litigation and coverage interpretation/analysis experience is strongly desired. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. This includes analysis of complex coverage issues requiring strong coverage acumen with respect to a variety of policy forms, involving multiple coverages and coverage parts. * Ensures exceptional customer service by managing all aspects of the claim, interacting and communicating professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. * Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. * Leads focused investigation to determine independent assessment of liability and damages by gathering pertinent information, such as contracts or other documents, as necessary to verify the facts of the claim. * Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. Directly negotiates and resolves cases where appropriate and participates in mediations and settlement conferences to resolve files. Attends trial as necessary. * Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. * Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. * Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. * Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight list, and preparing and presenting succinct summaries to senior management. * Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. * Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities * Advanced technical and product specific expertise, claims resolution skill and knowledge of insurance and claims principles, practices and procedures. This position requires demonstrated ability to handle litigated matters, including selection and direction of counsel, and formulation and execution of resolution strategies and strategic coordination with counsel, insureds, brokers and other insurers under reimbursement policies. * Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. * Strong communication, negotiation and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. * Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. * Strong work ethic, with demonstrated time management and organizational skills. * Ability to work in a fast-paced environment at high levels of productivity. * Demonstrated ability to negotiate complex settlements. * Experience interpreting complex commercial insurance policies and coverage. * Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. * Knowledge of Microsoft Office Suite and ability to learn business-related software. * Demonstrated ability to value diverse opinions and ideas. Education & Experience * Bachelor's Degree or equivalent experience. Juris Doctorate is preferred. * Typically a minimum six years of relevant experience, preferably in Professional Liability claim handling or a minimum of six years in a law firm handling Professional Liability matters * Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable * Prior negotiation experience * Professional designations preferred (e.g. CPCU) #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.
    $72k-141k yearly Auto-Apply 33d ago
  • Financial Representative

    Western & Southern Financial Group 4.8company rating

    Finance internship job in Wayne, PA

    The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Position Demands Access to an automobile and ability to maintain a valid driver's license.
    $51k-91k yearly est. Auto-Apply 60d+ ago
  • Entry-Level Financial Advisor

    Wisepath Group

    Finance internship job in Allentown, PA

    Entry-Level Financial Advisor - Remote / Hybrid Wisepath • OneLegacy Financial Group Launch Your Career with Fortune-500-Level Support Uncapped Earnings - Base draw plus commission, residual income, and performance bonuses. Big-Firm Resources - National brand, marketing engine, proprietary planning tech, and licensing sponsorship. Mentorship & Training - Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice. Flexibility & Autonomy - Remote or hybrid schedule that supports work-life balance. Comprehensive Benefits - 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips. What You'll Do Generate & Qualify Leads - Prospect by phone, email, social media, and networking events; screen for fit. Build Relationships - Nurture prospects, request referrals, and coordinate meetings with senior advisors. Support Clients - Address questions, surface needs, and introduce insurance and investment solutions. Joint Work & Learning - Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool. Expand Our Reach - Cultivate channel partners (business owners, associations, community groups). What You'll Bring Education: Bachelor's in Business, Marketing, or similar (or equivalent experience). Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools. Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession. Licensing: Life & Health license preferred-or commitment to obtain quickly (firm-sponsored). We Provide Compensation & Benefits W-2 with 7.5 % FICA 401(k) with 6 % match Medical, dental, vision, life & disability coverage National recognition programs and chairman's trips Career Launch Package Licensing fees and study materials paid Structured 90-day ramp with dedicated mentor Marketing leads, digital tools, and administrative support Clear pathway to Senior Advisor, Recruiting, or Leadership tracks Your Next Step Ready to turn ambition into a rewarding advisory career? OneLegacy Financial Group - Your success starts here.
    $55k-101k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Atria Wealth Solutions

    Finance internship job in Allentown, PA

    Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Lehigh Valley area. Established in 1959, First Commonwealth Federal Credit Union has over $1 billion in assets and more than 81,000 members. First Commonwealth Federal Credit Union is headquartered in Allentown and is the 12 th largest credit union in the state of Pennsylvania. It is also the 412 th largest credit union in the nation. To learn more, visit *************************** As a Financial Advisor your responsibilities include, but are not limited to, the following: Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement. Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with the Program Manager and trains, if necessary, with Program Manager. Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Actively engages assigned branch staff on a regular basis as well as other key areas within the CU. Provides ongoing training and coaching of staff to increase the quality and quantity of member leads to the investment team. Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities. Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative. Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.) Required Qualifications: Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses Clean U-4 and Background Two or more years of sales experience in the financial services industry, preferably in a bank or credit union Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop Experience and aptitude with working with broker-dealer technology, i.e., electronic order entry systems, DocuSign, etc. to process business, as well as the use of a CRM to document all interactions and activities Commitment to supporting, and contributing to, a team-oriented culture Desired Qualifications Undergraduate Degree in Business, Finance, or related field Certified Financial Planner (CFP) designation a plus Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment An advanced level of performance and a work ethic requiring minimum supervision EOE **Representatives are employed by and registered through CFS (Member FINRA / SIPC ). To learn more about CUSO Financial Services L.P. visit *************** . CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.
    $55k-101k yearly est. Auto-Apply 60d+ ago
  • Financial Specialist

    DLL 4.2company rating

    Finance internship job in Wayne, PA

    The individual selected will initiate and maintain commercial contacts with and provide support to Philips and healthcare providers, and will and initiate and develop financing opportunities in line with strategy and sales plans, in order to realize the formulated sales objectives on lease penetration rate, new business volume and vendor/partner profitability. Find out more here about how you can unleash your full potential at DLL! Day to Day Hunting & Finding New Business Proactively contribute to the development of the Philips and PMC's strategy and sales plans; Increase the lease penetration of Philips non-ultrasound with healthcare providers; Proactively originate new business both within the Philips organization as with healthcare providers; ‘Be the face' to the client for PMC solutions, and be persuasive in C-Suite/Finance/Treasury discussions to win new business; Structure complex transactions & solutions deviating from program agreement. Stakeholder Management Together with PMC East VP of Strategic Sales for non-ultrasound, set sales forecast, budget and objectives and determine support and sales tactics and activities; Collaborate with the PMC East VP of Strategic Sales for non-ultrasound and management to ensure consistent execution of the business plan; Maximize portfolio profitability through the appropriate application of financing products, transactional structuring, and pricing; Inform and align/ liaise with all relevant functions (internal and external contacts, as appropriate) to execute the plan; Involve all relevant expertise (credit risk, fiscal, legal, etc.) and bring together internal parties to structure the deal; Manage vendor/partner, dealer and partner relationships throughout the relationship life cycle. Market Intelligence Analyzing and understand relevant healthcare markets Identify market segments and target opportunities; Travel, as necessary to support the following: Client Visits; Organize and provide information and training to vendor/partner (local vendor/partner or local organization of international vendor/partner), partners and dealers on program Support vendor/partners in relations with end users from a financing expertise perspective Conduct periodic meetings with Philips, dealers, partners and relevant counterparts within PMC Essentials Advanced vocational level (Bachelors degree in U.S.) with basic insight and over 5 years of experience in the finance market and relevant vendor finance and/or lease market. Basic insight in local vendor/partner organization structure, distribution channels and vendor/partner agreements. Must reside within territory of either a mid-Atlantic state or Texas. Interacts with colleagues to support vendor/partner on program. Interaction with others demands understanding, providing support and/or influencing. Persuasion and reasoning are mainly based on technical knowledge. Financial Statement Analysis or pricing experience. Strong writing skills. Skilled at oral presentations. Choose Wellbeing DLL's wellbeing ambition is to educate, equip and empower members to build connections, manage their mental, emotional, physical and financial wellness and maintain balance between work and the other priorities that make up their lives. Our four wellbeing categories are as follows: Connection - Build meaningful connections with other DLL members Health - Manage mental, emotional and physical health Finance - Provide learning opportunities to help members achieve personal financial health Lifestyle - Maintain balance between work and life priorities There are things that matter to our members and the wellbeing of our members matters to DLL! Settling In At DLL, we are many things. We are team members, family members, community member. We are members of society, members of different cultures and nationalities. Members of change. We each have different beliefs, different passions, different viewpoints, talents and interests. We become from different backgrounds, cultures, nationalities and histories. But for all of our differences, we share one thing in common: each of us are members of DLL. Our company was founded in the Netherlands. But today we are truly a multinational business. Our unique culture is rooted in higher collaboration, less hierarchy and a honest directness that enable us to integrate, ideate and innovate across country lines. Many companies say they are European, American, Asian or Australian, at DLL we are all these places and more. We are a cross-culture collaborative - an interconnected network - that comes together every single day with one goal in mind: Partnering for a better world. Good to Know Desired Primary Work Location: Mid Atlantic States or Texas *Must Reside within the territory of either a Mid Atlantic State or Texas Applicable Pay Range $90,388.80 - $135,583.20 (This role is eligible for sales commissions which increase the target earnings beyond the listed pay range) DLL is considering candidates in numerous locations. The pay estimate displayed represents the typical pay range for candidates hired for this position in the desired primary work location. Pay may be adjusted outside the projected range based on geographical differentiation as well as for any other lawful reason. Additional factors that may be used to determine your actual pay include your specific skills, years of relevant experience you possess, and other work-related qualifications. Many candidates may start in the bottom half of the applicable pay range, especially those with less experience or qualification. This position is subject to the terms of DLL's compensation plans and policies. Further, the position includes all other benefits provided to DLL employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses, and all other benefits that are all governed by and subject to ERISA plan documents and eligibility. Deadline for application: December 19, 2025 (Due to high volume of applications this requisition may close prior to posted close date) The selection process may involve an assessment. Applications via email will not be reviewed. Please apply online via our career website: workingatdllgroup.com DLL's referral program applies #LI-MACIE For more information, please contact our Talent acquisition partner Macie Blazek via ************************* DLL appreciates the time you spend applying to our openings. We advise only those who qualify for an interview will be contacted. Hiring subject to successful completion of a background check. DLL is an equal opportunity employer. We are committed to inclusive, barrier-free recruitment and selection processes and work environments. If contacted for an employment opportunity, please advise Human Resources if you require accommodation in accordance with our values and all applicable legislation. US Privacy Statement
    $90.4k-135.6k yearly Auto-Apply 1d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance internship job in Lancaster, PA

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance internship job in Lancaster, PA

    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.
    $65k-113k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor - Greater Philadelphia

    Thrivent Financial for Lutherans 4.4company rating

    Finance internship job in Lancaster, PA

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $50k-96k yearly est. Auto-Apply 60d+ ago
  • Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team

    United Placement Group

    Finance internship job in Allentown, PA

    Job DescriptionUnleash Your Potential as a Financial Advisor - Join Our Elite, Exclusive Team! 150-350K+ Now Hiring: High-Performing Financial Advisors Who Don't Prospect Are you exhausted from prospecting, cold calling, door knocking, and chasing dead leads? If you're ready to spend every working hour in front of qualified clients instead of behind a phone or CRM, this role was designed for you. We set the appointments - you focus on sharing your expertise, closing deals, and earning exceptional income. If you hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity. We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning. No endless cold calling. No lead chasing. Just real client engagements and real earnings. You must be licensed and reside in the state you're applying for (current state we are looking for) . Travel within your state is required. Why You'll Love This Role 8-10 qualified appointments weekly - pre-scheduled and ready to meet Uncapped territory with potential to expand Comprehensive support from a dedicated appointment setter and case manager Proven annuity and retirement focus sales training with client-first product options Work/life balance with unlimited earning potential Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time What You Bring Active Health & Life insurance license Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential Clean U4 record (if applicable) Strong track record of in-person, sales success Ability to travel for client meetings Commitment to helping retirees build secure, confident financial futures What Sets Us Apart Thriving referral pipeline from estate planning partners A complete administrative and appointment setting team so you focus on selling Access to industry-leading carriers and customizable product strategies Consistent flow of new, qualified clients - not prospects to chase Independence and control, without the grind of prospecting Compensation and Rewards unlimited commission potential and incentives for top performance Flexible schedule and independence with ongoing support Exclusive support team dedicated to your success Take the Next Step If you like prospecting, then move on, this is not for you. But if you're done prospecting and ready to work qualified appointments - set for you every week - apply today. If you're a licensed, motivated financial professional who thrives on in home face-to-face relationship building - and you're ready to travel your state to meet ready-to-act clients - this is your moment. APPLY NOW to claim your state's opening and join a high-performance advisor network that delivers real opportunity and results.
    $44k-80k yearly est. 12d ago
  • Associate Financial Analyst

    Penske 4.2company rating

    Finance internship job in Reading, PA

    We expect to have positions like this available in the future, and are looking to identify talent for those roles today. Please apply if you are interested. Come join our team! We are looking for candidates that want grow their career in the field of Finance. Penske offers competitive benefits, pay, tuition reimbursement, development opportunities, and more! Under general supervision, this position provides critical accounting and analytical support for financial processes (billing, payroll, metrics, planning, pricing, forecasting) for PL Field Operations. This could be one customer/one location, one customer/many locations, or many customers/many locations. Responsibilities: * Provide overall financial analytical support (interpret financial results, ad hoc analysis, etc.) to drive operational decisions in a sound financial manner * Assist in preparation of annual business plans for internal (PL) and external customers * Capture and report on critical Key Performance Indicators (internal focus and external focus) * Actively participate in month-end close processes (internal (PL) and external focus) * Identify and implement LEAN principles (Process Improvements, Kaizen, etc.) for continuous improvement * Provide financial training to field operations * Other Projects as assigned Qualifications: * Bachelor's degree in Accounting or Finance preferred, or willingness to get Bachelor's degree * 0-2 years of general accounting or entry-level finance experience preferred * Intermediate Microsoft Office skills - primarily in Excel, Outlook, PowerPoint * Strong written and verbal communication * Not afraid to ask questions and challenge processes * Ability to travel * Ability to multi-task and meet deadlines * Analytical mind-set * Regular, predictable, full attendance is an essential function of the job Physical Requirements: * The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions * The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines * While performing the duties of this job, the associate may be required to stand, walk, and sit. The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms. The associate must be able to occasionally lift and/or move up to 25lbs/12kg * Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus Penske is an Equal Opportunity Employer. About Penske Logistics Penske Logistics engineers state-of-the-art transportation, warehousing and freight management solutions that deliver powerful business results for market-leading companies. With operations in North America, South America, Europe and Asia, Penske and its associates help businesses move forward by increasing visibility and driving down supply-chain costs. Visit Penske Logistics to learn more. Job Category: Finance/Accounting Job Family: Analytics & Intelligence Address: 100 Kachel Boulevard Primary Location: US-PA-Reading Employer: Penske Logistics LLC Req ID: 2510266
    $67k-114k yearly est. 60d+ ago
  • Armstrong World Industries - Finance Associate, application via RippleMatch

    Ripplematch Internships 3.9company rating

    Finance internship job in Lancaster, PA

    This role is with Armstrong World Industries. Armstrong World Industries uses RippleMatch to find top talent. In this 2-to-3-year entry level, rotational program, you will have the opportunity to experience challenging and rewarding assignments within the Armstrong World Industries finance team. You will work closely with senior finance and business leaders and have the opportunity to make a positive impact on the business . Each rotation, typically 6 to 8 months, is designed to build your analytical, technical accounting, communication, leadership and networking skills through budgeting and forecasting, variance analysis, evaluation of capital investments, cash flow and strategic planning. Assignments can vary and will include opportunities to work in one of our finance functions as a member of Corporate Financial Planning and Analysis FP&A, Internal Audit, Treasury, Tax, Investor Relations, Financial Services, Business Development or Business Unit FP&A teams. An additional benefit of the program is a cohort-like experience as your FPDP class grows and develops into future finance leaders at AWI. The program typically has 2-7 members at any given time. Along with peers in the program, you will have the benefit of participating in monthly FPDP meetings focused on networking, career development and additional growth opportunities. Program assignments are typically located at our Corporate Headquarters in Lancaster, PA with an expectation of one rotation at one of our manufacturing locations. The experience gained through these assignments will provide you the necessary skills to advance into a finance position at any of our locations. If you are eager for a well-rounded finance experience, have a demonstrated track record of academic excellence, outstanding leadership ability and a desire to join an organization with a history of market leadership and a strong brand, then we want you on our team. Several graduates of the program are now key finance leaders within Armstrong and have developed into strong, capable, and dependable leaders. This program has broad support throughout the organization and offers mentorship opportunities to support your growth and development. What's in it for you! A benefits package including: medical, dental, prescription drug, life insurance, 401k match, long-term disability coverage, vacation and sick time, product discount programs and many more. Personal development to grow your career with us based on your strengths and interests. A casual work environment where we have a recognition program for our team, and service awards. Access to our onsite fitness center and cafe. A working culture that balances individual achievement with teamwork and collaboration. We draw on each other's strengths and allow for different work styles to build engagement and satisfaction to deliver results. What You'll Be Doing Collaborate with stakeholders to make a positive impact within your assigned finance function through a combination of project-based work and process improvement oriented responsibilities Get good with data: interpret, analyze and forecast data to drive decision making Partner important stakeholders throughout the organization, receive mentorship from key leaders What Will Make You Successful Excellent analytical and problem solving skills Ability to work both independently and within a team to manage multiple priorities Demonstrated leadership abilities through student organizations and/or community involvement Excellent written and verbal communication skills Proficiency with Microsoft Excel and related tools Attention to detail and high level of accuracy A learning mindset - asking the right questions to understand how your task or role fits into the strategic goals of the organization Qualifications Bachelor's degree in Finance, Accounting, Economics or a related field Graduating seniors in December 2025 or May 2026 Minimum GPA of 3.0 Completion of college-level accounting courses What Makes You Stand Out Continuous learning mindset Knowledge of US GAAP and internal controls a plus Pursuit of MBA or CPA designation a plus Armstrong is committed to engaging a diverse, purpose-driven workforce. As part of our dedication to diversity, AWI is committed to Equal Employment Opportunity and all qualified applicants receive consideration for employment without regard for race, sex, color, national origin, ethnicity, gender, protected veteran status, disability, sexual orientation, gender identity, or religion. We are also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at by email at AWI talent acquisition and let us know the nature of your request and your contact information. Requests for accommodation will be evaluated on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. armstrongceilings.com Sustainability at Armstrong World Industries (AWI) AWI Press Room Come and build your future with a growing business, travel to exciting locations, develop into a more valuable finance professional; Apply today! Why should you join Armstrong World Industries? Armstrong World Industries (AWI) is an Americas leader in the design and manufacture of innovative interior and exterior architectural applications including ceilings, specialty walls and exterior metal solutions. With approximately $1.4 billion in revenue, AWI has about 3,700 employees and a manufacturing network of 21 facilities in North America. At home, at work, in healthcare facilities, classrooms, stores, or restaurants, we offer interior solutions that help to enhance comfort, save time, improve building efficiency and overall performance, and create beautiful spaces. For more than 160 years, we have built our business on trust and integrity. It set us apart then, and it sets us apart now, along with our ability to collaborate with and innovate for the people we're here to serve - our customers, our shareholders, our communities and our employees. We are committed to developing new and sustainable architectural solutions, with design and performance possibilities that make a positive difference in spaces where we live, work, learn, heal and play. It's an exciting, rewarding business to be in, and we're committed to continue to grow and prosper for the benefit of all of our stakeholders. We hope you join us. Our Sustainability Ambition "Bringing our Purpose to Life" - lead a transformation in the design and building of spaces fit for today and tomorrow. We are committed to: Engaging a diverse, purpose-driven workforce; Transforming buildings from structures that shelter into structures that serve and preserve the health and well-being of people and planet; Pursuing sustainable, innovative solutions for spaces where we live, work, learn heal and play; Being a catalyst for change with all of our stakeholders; and Making a positive difference in the environments and communities we impact. About the location (Lancaster PA) Lancaster, PA. A great central location in South Central Pennsylvania, Lancaster is ideally situated for easy access to major metropolitan cities such as Philadelphia, Baltimore, Washington DC, and New York City. Lancaster offers a vibrant arts and entertainment community with wonderful historic sites, B&Bs, museums, great shopping, entertainment venues and restaurants. Armstrong is committed to engaging a diverse, purpose-driven workforce. As part of our dedication to diversity, AWI is committed to Equal Employment Opportunity and all qualified applicants receive consideration for employment without regard for race, sex, color, national origin, ethnicity, gender, protected veteran status, disability, sexual orientation, gender identity, or religion. We are also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at by email at AWI talent acquisition and let us know the nature of your request and your contact information. Requests for accommodation will be evaluated on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Come and build your future with us and apply today! Job Segment: Finance MBA, Recruiting, Strategic Planning, Financial, Finance, Human Resources, Entry Level, Strategy
    $43k-75k yearly est. Auto-Apply 60d+ ago

Learn more about finance internship jobs

How much does a finance internship earn in Reading, PA?

The average finance internship in Reading, PA earns between $29,000 and $62,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Reading, PA

$43,000

What are the biggest employers of Finance Interns in Reading, PA?

The biggest employers of Finance Interns in Reading, PA are:
  1. Mid Penn Bank
  2. Carpenter Technology
Job type you want
Full Time
Part Time
Internship
Temporary