Finance internship jobs in Reading, PA

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Financial Advisor
Edward Jones 4.5
Finance internship job in Milford, PA
This job posting is anticipated to remain open for 30 days, from 17-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 1d ago
Summer Intern - Finance
Citadel 4.7
Finance internship job in Exton, PA
Citadel Credit Union is a not-for-profit, full-service financial institution built on the unshakeable promise to serve those who work every day to build a better future for us all. For over 80 years, we have delivered a breadth of financial services, expert guidance, and innovative tools to help strengthen and grow businesses, families, and our local communities. We have grown to become one of the largest locally owned credit unions in the Greater Philadelphia area. We are Citadel, and we are Building Strength Together! We are looking to fill a Citadel summer internship position. This is a paid internship that will provide you with formal onboarding, business knowledge training, mentorship, and guidance from industry leaders, networking opportunities, and exposure to Citadel's Senior Leaders along with opportunities for volunteerism. You may work hybrid and/or onsite at our corporate headquarters in Exton, Pennsylvania. Minimum Qualifications: Preferred major in Accounting or Finance Strong analytical skills Excellent communication and interpersonal skills Ability to work independently and collaboratively Full-time hours, 40 hours per week from May and ending in mid to late August Must be comfortable with technology; some Excel knowledge would be good This position will be posted starting December 8th, 2025 through January 5th, 2026 .
$86k-117k yearly est. 12d ago
Finance Intern - Summer 2026
Fenner, Inc. 3.4
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. 7d ago
Executive Finance Intern
Carpenter Technology 4.4
Finance internship job in Reading, PA
Hi, I'm Joe, looking for a Summer 2026 Executive Finance Intern. Who Am I? I am a financial professional that enjoys working with people at all levels of the Corporation. I am passionate about fostering a collaborative environment where we can all learn from one another. What Do We Do? Business Unit: Executive Finance We support the Global Commercial Team to help maximize profit. We look for ways to improve current processes and build new ones to grow the company and increase stockholder value. Ongoing Projects Internal Profit Reporting Improvements Fixed Costs tracking and analysis Profit trend reviews Forecast future profits Customer Support on behalf of the Commercial Team Sales Agent Support on program profitability Cost review and analysis of existing and future products Raw Material Surcharge support Sales Compensation tracking and review Sales Commission tracking and review Detailed Price and Mix calculation Your Role as an Intern You will be a part of a dynamic team, supporting the following tasks: Our project will work with historical data and future forecasts to find ways to improve our metrics. Interns will have a chance to work hands on to create process improvements and identify ways to maximize profits. 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 Finance or Accounting with a preference for rising sophomores and rising juniors. Minimum 3.0 GPA Candidates should have good working knowledge of Microsoft Excel Ideal candidates will posses the following characteristics: team player; detail oriented and excited to learn. 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 1d 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
2026 Summer Intern - Accounting and Finance
The Hartford 4.5
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. Join Hartford Funds' Finance & Accounting team for a summer internship focused on supporting core accounting operations, financial reporting, and finance activities. This internship offers exposure to enterprise-level accounting workflows, cross-functional collaboration, and hands-on experience with financial systems, data integrity and process improvements. Key Responsibilities Assist in the preparation and review of journal entries, account reconciliations, and month-end close processes. Collaborate with accounting team members to analyze financial data and identify process improvement opportunities. Contribute to intern group projects and attend professional development sessions hosted by HR and Finance leadership. Engage with cross-functional teams to understand the broader financial ecosystem at Hartford Funds. Qualifications Currently enrolled in a Bachelor's program in Accounting, Finance, or related field. Strong understanding of accounting principles and financial reporting. Proficiency in Microsoft Excel; familiarity with automation tools such as Alteryx is a plus. Detail-oriented with strong organizational and analytical skills. Ability to work independently and collaboratively in a fast-paced environment. Interest in financial reporting, investment operations, or financial services. What You'll Gain Exposure to financial reporting and accounting processes. Mentorship from experienced professionals in Accounting and Finance. Opportunities to contribute to impactful projects and present findings to leadership. A deeper understanding of Hartford Funds' financial structure and investor-focused mission. 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
$39k-44k yearly est. Auto-Apply 60d+ ago
Retail Bank Financial Center Internships - Summer 2026
Mid Penn Bancorp 3.9
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
Summer 2026 Business Analyst Intern
Ppl 4.8
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. We can recommend jobs specifically for you! Click here to get started.
$38k-46k yearly est. Auto-Apply 19d ago
Investment Intern - Spring 2026 & Beyond
Waldron Private Wealth 4.0
Finance internship job in Wayne, PA
Job Description Waldron Private Wealth (Waldron) is looking for an Investment Intern to be apart of an Internship Program that is a multi-semester program in which students will have the opportunity to learn the wealth management industry and perform job functions across all departments. This role will help you develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities. In this role you will: Develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities. Prepare a wide range of client reports, including investment updates, investment portfolio analysis, cash flow projections, net worth reviews, tax analysis, and insurance reviews. Assist in the preparation of complex investment portfolio rebalancing decisions. Participate in associate team meetings, presenting a variety of topics. Research technical advisory issues and writing entries for internal-use wiki. Assist with research and writing firm publications. Provide administrative support to CSS, Operations, and Business Development on various requests including preparing mailings, faxing, emailing, filing, making copies, scanning docs, generating reports and other administrative related items as requested. Requirements: Currently enrolled as an undergraduate or graduate student. Must be able to commit to the internship for multiple semesters. Must have reliable transportation to and from our offices in Bridgeville, PA, Plymouth, MI, and Wayne, PA. Ability to work a minimum of 15 hours per week during the school year and 35-40 hours per week during the summer months. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Will work out of closest office to you during the school year. Powered by JazzHR 8dJA59ZADN
$79k-129k yearly est. 25d ago
Financial Analyst
Broadcom 4.8
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 3.6
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 43d ago
Complex Claims Consultant - Financial Lines/Public D&O
CNA Financial Corp 4.6
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 43d 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
Unleash Your Potential as a Financial Advisor
United Placement Group
Finance internship job in Pottsville, PA
Are you a driven Financial Advisor or Insurance Agent with a passion for annuity sales and retirement planning-and an active Health & Life license? This role offers a path to strong six-figure income potential, without the grind of constant prospecting or cold calling. Why this role stands out Pre-engaged, retirement-focused clients through a strategic partnership with an estate planning sister organization No territory overcrowding: only 1-2 Advisors per state, and you must live in the state you represent A streamlined model where you focus on advice and closing, not chasing leads The opportunity As a Senior Market Financial Planner focused on annuities, you will: Conduct 10-12 pre-set, qualified appointments per week Serve an exclusive territory within your state Work with an appointment setter and case manager who handle scheduling, planning, and paperwork Earn via a lucrative commission structure with strong six-figure potential Access a broad range of quality products to build tailored retirement income strategies Manage your own schedule and maintain work/life balance Ideal candidate profile Active Health & Life insurance license Series 65, or Series 7 & 66, or ChFC Clean U4 record (if registered) Documented face-to-face sales success using a consultative, needs-based approach Proficient with Microsoft Outlook, Word, Excel, and PowerPoint Willing to travel within your state to meet qualified clients Genuine passion for serving retirees and protecting their retirement security What you gain Six-figure earning potential without exhaustive prospecting Exclusive, qualified appointments with no internal competition in your area A dedicated back-office team to streamline your workflow Access to premier annuity and retirement solutions from top providers Control over your schedule with a consistent flow of business The opportunity to make a meaningful impact on clients' long-term financial peace of mind If you are a high-performing, SEC-licensed financial professional ready to plug into a proven, high-performance system built for closing and client impact, we want to hear from you. Apply now to secure your spot in your state-before it's gone.
$55k-100k yearly est. Auto-Apply 9d ago
Financial Specialist
DLL Financial Solutions Partner 4.2
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 Easy Apply 7d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance internship job in Lancaster, PA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 19d ago
Financial Advisor Associate
Ephrata National Bank
Finance internship job in Ephrata, PA
This position is responsible for relationship management of clients within ENB's Wealth Advisory segment. Individual's serving this client segment must has a strong affinity toward leading coaching conversations within the context of the client's financial plan. Knowledge of investment products and financial planning are critical to success. This position must also maintain sufficient knowledge of all bank products and services in order to facilitate conversations across all product lines of the bank. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Understand and support the bank and Wealth Management duties in support of the Investment Representatives in a timely and accurate manner. Demonstrate foundational knowledge of the market and competitor bank products and services and communicate the advantages of Ephrata National Bank to prospects and potential clients. Demonstrate foundational knowledge of Investment products and services, pricing and internal requirements and communicate these effectively to prospects and potential clients. In partnership with a Financial Advisor meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning. Assesses clients' financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status. Based on analysis of clients' financial data, develop strategies and plans to help clients meet financial goals. In partnership with a Financial Advisor sell the Bank's approved non-deposit investment products and services to business and consumer customers while adhering to the Bank's policies and procedures. Monitors plan performance for clients. In partnership with a Financial Advisor realign and redistribute funds to maintain objectives. In partnership with a Financial Advisor recommend new product and product enhancement ideas based on client feedback, competitive situations and opportunities. Partner with a Financial Advisor and the Wealth Management Manager to cross refer clients based on financial needs. Responsible for supporting strategies and collaborating with team members to promote the growth of the Wealth Management department. Establish effective working relationships with other divisions of the bank, clients, and community and demonstrate collaborative team spirit to ensure success of business relationships. Participate in and support execution of all marketing programs and campaigns. Maintain a working understanding of, and comply with investment policies, procedures and applicable regulations. Maintain knowledge of BSA notice, and statement and public disclosure file locations, and the name of the BSA/AML Officer. Demonstrate good judgment and decision making in all responsibilities. Participate in outside service organizations to promote the community and advance the Bank's image Maintains professional level knowledge of legal requirements and state and federal regulations, and attend educational classes as management requires. Other duties as designated by management. Required Education and Experience: Bachelor's degree from an accredited college and 0 - 2 years of relevant experience or equivalent experience: four years of related work experience within the financial services or investment services industry. Acquire Series 7, Series 63 and the PA State Life & Health Insurance licenses within 9 months of hire. Effective facilitation and presentations skills to communicate clearly before members of the leadership team, employees, and client groups. Proven ability to sell financial services to a variety of clients. Ability to balance multiple tasks simultaneously. Competencies: ENB Functional and Operational Competencies. Supervisory Requirements: This position has no supervisory responsibilities. Work Environment: This job operates in a professional work environment. This role routinely uses standard office equipment such as computers, monitors, mouse, keyboard, phones, printers, scanners, photocopiers, filing cabinets, calculator, and fax machines. Due to physical location of this position, phone ringing, and people conversing, it may be difficult to hear at times and therefore easily distracting. Physical Demands: Ephrata National Bank promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision required by the job includes close vision, distance vision, and ability to focus. While this position is primarily sedentary, the employee is frequently required to stand, walk, use hands to finger, handle or feel objects or controls, reach with hands and arms, bend, balance, stoop, kneel, and crouch. The employee must be able to lift and/or move up to 25 pounds including standard computer and copy paper boxes, and must be able to open and close filing cabinets and drawers. Position Type and Expected Hours of Work: This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Flexibility of schedule to meet business needs is required. Travel: This position may require travel. EEO Statement: Ephrata National Bank supports a diverse workforce and is an Equal Opportunity Employer. It is the policy of Ephrata National Bank to provide equal employment opportunities without regard to race, ethnicity, color, religion, sex, national origin, age, disability, marital status, covered veteran status, sexual orientation, gender identity, genetic information or any other protected characteristic applicable under law. The bank complies with all relevant federal, state, and local laws, as well as, all regulations regarding nondiscrimination. This reflects management's assignment of essential functions and position responsibilities. Nothing in this job description restricts management's rights to assign or reassign duties and responsibilities to this job at any time. The employee is expected to adhere to all of Ephrata National Bank's procedures and to act as a role model in the adherence to bank polices.
$55k-101k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Greater Philadelphia
Thrivent Financial for Lutherans 4.4
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 Analyst
Penske 4.2
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! Provides analysis and metrics for Finance core processes and is responsible for knowledge of all systems to support at our field operations locations. Position will provide critical accounting and analytical support for various processes as well as provide additional support to other functional areas to achieve results. **Responsibilities:** - Effectively plan and forecast business results. - Effectively analyze and interpret financial results compare to the proforma or business plan by understanding the relationship it has to P&L and the impact from scope and volume changes and inefficiencies - Lead and direct the process for identifying, specifying and developing innovative financial strategies using PMT and LEAN principles (Process Improvements, Kaizen, etc.) in order to determine the optimum financial solution between leasing and buying - Articulate the value proposition to the field and to our customers by identifying the critical metrics that should be measured to determine Penske's performance. - Other Projects as assigned **Qualifications:** - 1-3 years of experience as an Analyst - Bachelor's in Finance, Economics and/or Accounting required - Regular, predictable, full attendance is an essential function of the job - Intermediate to Advanced Microsoft Office skills - primarily in Excel, Outlook, PowerPoint, Access - Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required. **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: Finance Address: 100 Kachel Boulevard Primary Location: US-PA-Reading Employer: Penske Logistics LLC Req ID: 2510267
$67k-114k yearly est. 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

$29,00010%

$43,000Median

$62,00090%

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

The biggest employers of Finance Interns in Reading, PA are:

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Finance internship jobs in Reading, PA

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Learn more about finance internship jobs

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

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