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Head of Finance
Multiply Labs 3.1
Finance internship job in San Francisco, CA
Multiply Labs is a cutting-edge startup based in San Francisco, California, supported by top‑tier tech and life science investors such as Casdin Capital, Lux Capital, and Y Combinator. Our mission is to build the best robots in the world, and use them to make the most advanced life‑saving therapies accessible to all.
We are revolutionizing the manufacturing of cell therapies by developing advanced robotic systems designed to automate and scale the production of these life‑saving treatments. Our robots empower biopharma companies to produce cell therapies at scale without significantly changing their existing processes, reducing regulatory barriers and risks. While traditional approaches are time‑consuming and lead to extremely high costs for patients (typically $1M+ per patient), using robotics can make these transformative treatments more accessible and affordable to patients in need.
To learn more and to view a video of our robots in action, visit us at ******************** and follow us on LinkedIn.
Position Overview
We are seeking an analytical, hands‑on Head of Finance who will build and lead the financial systems that power Multiply Labs' growth. As Head of Finance, you'll design and manage the company's financial backbone-overseeing planning, reporting, and controls to enable sound, data‑driven decisions and fiscal compliance. You will partner closely with the CEO and leadership team to ensure that Multiply Labs scales efficiently and sustainably through its next stage of growth, building a finance function that grows with the company.
Responsibilities: Strategic Finance
Partner with the CEO and leadership team to shape and execute the company's financial strategy, aligning capital allocation with growth priorities and risk management.
Support the CEO with capital markets activities, including fundraising, investor relations, and due diligence.
Evaluate strategic initiatives (e.g. new product lines, pricing models, partnerships, and major capital investments) through financial modeling and ROI analysis.
Support strategic vendor and customer negotiations with financial analysis and scenario modeling.
Provide strategic insight into company performance and recommend levers to improve unit economics, cash flow, and overall profitability.
Develop long‑range financial plans and support strategic planning cycles.
Own preparation of financial materials for Board meetings, investor updates, and due diligence processes.
Responsibilities: Financial Planning & Analysis
Develop and maintain the company's financial model, including revenue forecasting, expense tracking, and cash flow management.
Lead annual budgeting, quarterly forecasting, and monthly variance analysis processes.
Partner cross‑functionally with department heads to translate operating plans into financial goals, budgets, and KPIs.
Deliver monthly and quarterly reports, insights, and dashboards that inform executive and Board‑level decisions.
Partner with Operations & HR and department heads on headcount, compensation, equity, and incentive planning.
Partner with Product and company leadership on pricing strategy, ensuring alignment between cost structures, market positioning, and margin targets.
Responsibilities: Accounting
Oversee and manage the relationship with the external accounting provider to ensure accurate, compliant, and timely financial reporting.
Manage all accounting operations, including accounts receivable/payable, payroll, and expense reporting.
Ensure timely month‑end and year‑end close processes with accurate reconciliations and reporting.
Own compliance with all applicable financial, tax, and regulatory requirements.
Oversee invoicing and collections, optimizing payment terms and cash management.
Support preparation of audited financial statements and coordinate with external auditors as needed.
Responsibilities: Cash Management
Manage cash flow forecasting, banking relationships, and investment of company funds.
Monitor runway, burn rate, and capital needs in collaboration with leadership, providing proactive recommendations to optimize cash utilization.
Responsibilities: Purchasing, Financial Controls & Systems
Partner with Operations to streamline travel and purchasing policies, ensuring adherence to company financial controls.
Oversee company purchasing processes and establish appropriate approval limits.
Implement internal financial controls to ensure accuracy, transparency, and compliance.
Partner with leadership to evaluate and optimize major vendor and supplier contracts.
Lead implementation and continuous improvement of finance systems and tools (e.g. ERP, expense management, FP&A software) to drive automation and scalability.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field
7+ years of relevant experience in financial management, FP&A, or accounting leadership
Proven success building or scaling finance functions in fast‑paced, high‑growth, venture‑backed environments
Strong analytical and modeling skills, with a deep understanding of cash flow, budgeting, and forecasting
Experience managing external accounting or audit partners
Excellent communication and collaboration skills across technical and non‑technical teams
Ability to synthesize complex data into actionable insights for executive decision‑making
High attention to detail and accountability under tight timelines
Proficiency with financial software and tools, such as QuickBooks, Ramp, and Bill.com
Additional Preferred Qualifications
MBA or CPA strongly preferred
Prior start‑up experience strongly preferred
Experience in both strategic FP&A and hands‑on accounting operations preferred
Experience implementing financial and accounting systems during rapid scaling phases (Series A‑C)
Experience supporting fundraising, due diligence, or investor relations
Familiarity with manufacturing or hardware cost‑accounting principles
Travel
While our headquarters is located in San Francisco, CA, this position will require up to 5‑10% domestic and international travel.
Benefits
401k with 4% company match
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Partial Health Insurance for Child Dependents
HSA or FSA
Twice weekly catered lunch (for team members in SF office)
Pre‑tax Commuter Benefit
10 Paid Holidays
Flexible PTO
Paid Parental Leave
Salary: $160,000 - $210,000 a year. Multiply Labs is an early‑stage startup where equity is a major part of the compensation package.
Closing
We take pride in cultivating an environment that fosters collaboration, open communication, and authenticity. We are an equal opportunity employer; we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are diverse in background and singular in mission.
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$160k-210k yearly 1d ago
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Head of Finance
Nudge 3.8
Finance internship job in San Francisco, CA
At Nudge, our mission is to develop the best technology for interfacing with the brain to improve people's lives. We're starting with an approach that we believe can help the most people the fastest, and also allow us to learn as much about the brain as possible: developing a non-invasive, ultrasound-based device that can stimulate and image the brain at high resolution and depth. This is a vertically integrated effort building cutting-edge hardware, software, and research capabilities to create products that can benefit millions - and eventually billions - of people.
We've brought together a team of the best, who believe hard things are worth doing. To succeed, we need to assemble world‑class teams across everything we do. We hire people who are exceptional at their craft, do the real work, and execute relentlessly - people who expect the highest levels of both rigor and integrity from each other.
About the role
As the head of finance at Nudge, you will:
Own all financial operations end-to-end: accounting, FP&A, tax, treasury, and procurement.
Build scalable systems, tools, and controls to support rapid growth.
Ensure financial accuracy, transparency, and efficiency across the company.
Partner with leadership on planning, runway, and capital allocation.
About you
10+ years of experience leading finance at an early-stage or high-growth tech/R&D company.
Hands‑on experience across accounting, FP&A, and operational finance.
Comfortable switching between strategic planning and hands‑on execution.
Built and scaled financial systems and processes from the ground up.
Excellent analytical, organizational, and communication skills.
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$110k-180k yearly est. 4d ago
Head of Finance
Row Zero, Inc.
Finance internship job in San Francisco, CA
Row Zero is an enterprise-grade spreadsheet built for big data. Come join the team building the world's best spreadsheet - fast, secure, connected, and scalable with your data size. View open positions .
Head of Finance
Row Zero is looking for a Head of Finance with experience leading finance teams for a high growth enterprise SaaS business. The ideal candidate will have deep experience with subscription business models and SaaS metrics. They'll be energized by working directly with both internal and external stakeholders to drive the company's financial success.
What you will do:
Own financial planning and reporting for the business
Own customer invoicing and accounts receivable
Own budgeting and cost management across the company
Work closely with internal stakeholders to ensure regulatory compliance and develop internal policies and procedures
Work closely with leadership to inform strategic initiatives
What we are looking for:
Proven experience leading finance teams and scaling a high growth SaaS business.
Deep understanding of SaaS business models, financial metrics, and growth-stage dynamics.
Advanced financial modeling and forecasting skills and experience with financial systems and tools.
Strong leadership, communication, and stakeholder management abilities.
Hands-on leader - comfortable wearing a lot of hats, able to lead strategically and also own day-to-day financial operations.
Apply below: #J-18808-Ljbffr
$95k-170k yearly est. 4d ago
Head of Finance - Scale FinOps & Growth Strategy
Nudge Real Estate
Finance internship job in San Francisco, CA
A leading technology firm in San Francisco is seeking a Head of Finance to own all financial operations and support rapid growth. Candidates should have over 10 years of experience leading finance in a tech or R&D environment, with exceptional analytical, organizational, and communication skills. This role will involve building scalable financial systems and collaborating with leadership on planning and capital allocation.
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$95k-170k yearly est. 4d ago
Head of Finance - Build & Scale AI SaaS Finance
Ivo
Finance internship job in San Francisco, CA
A leading AI legal tech company in San Francisco is seeking a Head of Finance to build and lead their finance function. The ideal candidate will oversee budgeting, planning, and forecasting, while providing strategic oversight and ensuring compliance. This role requires 7-12 years of experience, ideally in SaaS, with a strong command of financial modeling and key metrics. Competitive compensation and growth into a CFO-track role are offered.
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$95k-170k yearly est. 4d ago
Head of Finance
Usepylon
Finance internship job in San Francisco, CA
About Pylon
Pylon is the AI-Native Support Platform for B2B companies. We consolidate ticketing, account management, knowledge base, AI agents, analytics, and chat into one product. Over 1000 customers use Pylon to run their post-sales motion.
We're Series B, well-funded ($51M total raised from Y Combinator, General Catalyst, a16z, and Bain), and growing pipeline 15% MoM.
We want someone who can scale with us from 10M ARR to 100M ARR and beyond. Someone who wants to build the financial infrastructure from the ground up who's lived it before.
What You'll Do
Be the expert in the room. We need someone who can challenge our decisions and add rigor to how we plan for the company. Proactively identify the unknown unknowns. We don't know about finance, you do.
Work closely with GTM as a RevOps-leaning Head of Finance. How do we maintain the sustainable growth we've had up to this point? How do we accelerate it?
Take the numbers and weave it into a story. Our data is relatively clean, but we can't deeply analyze it. Extract those hidden insights to transition us from vibes-based to evidence-based decisions.
Build the entire finance function from scratch - owning our accounting firm, implementing FP&A, and establishing real-time visibility into burn and spending.
Be a strategic partner to leadership, challenging headcount decisions, evaluating sales targets, negotiating major contracts, and providing the financial rigor behind every big decision.
Leverage modern finance tooling to scale operations without building a large team.
Own planning and forecasting for 2026+, building scenarios across revenue, hiring, and burn to help leadership see around blind corners.
What You've Done
5-10 years of experience with at least one stint scaling a company from $10M to $100M ARR (as the finance leader or #2)
System builder mindset, not team builder - comfortable leveraging modern finance tools to do the work yourself rather than immediately hiring a large team.
RevOps-oriented finance experience - you naturally think about CAC, payback periods, and unit economics; bonus if you have SQL/data skills.
Equally comfortable building three-year financial models and diving into why burn spiked 50% last month.
Ideally early career experience in investment banking or private equity, showing you're willing to grind, plus experience at a high-growth startup.
Deep understanding of how the business works, not just the numbers - you can read a P&L and know exactly what each line means and why it matters
Why Join Pylon
Build finance from zero - this is your chance to establish the entire function the right way from day one.
Work directly with founders on GTM strategy and all major business decisions.
Join a strong in-person culture in San Francisco.
Comp package includes competitive salary, equity, and benefits.
This Role Might **NOT** Be For You If
You're excited about building and leading a large finance team from day one - this role is about rolling up your sleeves and using modern tools to scale efficiently before hiring.
You come from a pure accounting background and prefer focusing on compliance and reporting - we need someone who leans strategic and forward-looking.
You thrive with established processes and systems already in place - we're building finance infrastructure from scratch, which is exciting but messy.
You're looking for a more predictable environment at a later-stage company. We're Series B and still moving very fast.
You're not able to be in San Francisco - we value our in-person culture and this role works best when you're here with the team.
More About Pylon
Traction: 1000+ paying customers and growing 15% MoM
Funding: $51M total raised (Series B) from Y Combinator, General Catalyst, a16z, and Bain
Founders: Advith Chelikani, Robert Eng, and Marty Kausas
Team: Currently 60+ and growing
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$95k-170k yearly est. 19h ago
Strategic Finance Associate - Product
Ziphq, Inc.
Finance internship job in San Francisco, CA
The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses.
Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend.
We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us!
Your Role
We are seeking a Strategic Finance Associate to join our growing Strategic Finance team, with a focus on Product finance. In this role, you will work closely with Product, Engineering, and GTM leaders to shape the financial strategy of our business. You will build and maintain financial models, develop KPI frameworks, and deliver insights that influence product investments and growth priorities.
This is a high-visibility, high-impact role where you'll play a critical part in connecting product strategy with financial outcomes, supporting long-range planning, and influencing decisions at the executive and board level as Zip continues to scale.
What you'll do
Design and own core financial models that support our annual plan, long-range forecast, and multi-product growth strategy
Partner with Product, GTM, and Operations leaders to set topline targets, evaluate roadmap investments, and align on strategic priorities across the business
Build and maintain KPI frameworks that track product performance and sales efficiency, creating a holistic view of business performance to guide resource allocation decisions
Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations
Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics
What you'll need
2+ years of private equity, investment banking, consulting, or similar experience
Experience in strategic finance at a high-growth technology company is a plus
Familiarity with technology / SaaS business models
Excellent financial modeling and quantitative skills
Extreme attention to detail and a high regard for precision
Strong written and verbal communication
Ownership mindset with the ability to collaborate across diverse teams and stakeholders
The salary range for this role is $120,000-$160,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise.
Perks & Benefits
At Zip, we're committed to providing our employees with everything they need to do their best work.
📈 Start-up equity
🦷 Full health, vision & dental coverage
🍽️ Catered lunches & dinners for SF employees
🚍 Commuter benefit
🚠 Team building events & happy hours
🌴 Flexible PTO
💻 Apple equipment plus home office budget
💸 401k plan
We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!
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$120k-160k yearly 4d ago
Analyst, Corporate Development
Crusoe 4.1
Finance internship job in San Francisco, CA
Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability.
Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure.
About the Role
The Analyst, Corporate Development and M&A will play a critical role in supporting Crusoe's inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development.
This role will be required to be based in San Francisco, CA or New York, NY.
What You'll Be Working On
Mergers & Acquisitions (M&A) and Divestitures
Market Mapping and Origination: candidate will work across the organization's business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets.
Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing.
Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition
Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers.
Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities.
Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors)
Strategic Investments & Partnerships
Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives.
Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments.
Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans.
General Corporate Development
Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets.
Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence
Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders.
Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans.
What You'll Bring to the Team
1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services.
Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos
Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred.
Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint.
Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations.
Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners.
High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines.
A proactive, self-starter mentality with the ability to work independently while being a strong team player.
Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
Benefits
Industry competitive pay
Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement
Subscription to the Calm app
MetLife Legal
Company paid commuter benefit; $300/month
Compensation Range
Compensation will be paid in the range of up to $100,000-$140,0000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data.
Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.
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$100k-140k yearly 19h ago
2027 Summer Analyst (San Francisco)
Dc Standards
Finance internship job in San Francisco, CA
San Francisco, CA 425 California St Suite 1900 San Francisco, CA 94104, USA
Join the DC Advisory Summer Analyst 2027 program. This investment banking program runs 10 weeks. Qualified candidates are rising college seniors during the summer program duration.
Working as a summer analyst at DC Advisory is challenging and rewarding. Summer analysts gain exposure to the firm's businesses and expanded knowledge of the investment banking industry, as they develop key analytical, communication, marketing and sales skills. Summer analysts are responsible for assisting with preparing financial models, running various analyses to examine the effects of contemplated client alternatives. In addition, summer analysts assist preparing marketing documents, including pitch materials, board presentations, and management presentations, which explain industry trends, discuss client options, and recommend strategies to meet client goals. Summer analysts are also responsible for supporting financial and industry due diligence, writing portions of confidential memoranda, and performing other analytical work to support senior bankers in their relationship management responsibilities.
Our summer analysts work closely with managing directors and other senior level bankers and are expected to play a critical role on transaction teams. Summer Analysts may interact with senior executives of client companies through selective participation in client meetings.
Compensation:
Base Salary: $110,000 annually (prorated for the duration of the Summer Analyst program)
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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$110k yearly 1d ago
Corporate Finance
Monograph
Finance internship job in San Francisco, CA
We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft.
We've been working on this together since 2016, and have customers like OpenAI, Toyota, Figma, Ramp, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide.
Notion is an in-person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day).
About The Role
Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately.
What You'll Achieve
Be the focal point across the finance and accounting teams for forecasts, annual planning, long-range planning, and other critical Revenue, Expense, Headcount, and other consolidation processes and reporting.
Own Notion's financial consolidations. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes.
Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials.
Strengthen our operational infrastructure by identifying and mobilizing system & process improvements. Build automation to take steps out of our recurring motions and reduce margin of error.
Tackle new & evolving priorities for the team, including ad hoc analyses.
Skills You'll Need To Bring
3-6 years experience in FP&A, accounting, investment banking, consulting, treasury, or private equity
Experience with financial modeling and analytical mindset
Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
Strong work ethic, reliability, and attention to detail - “get it done” attitude
Nice To Haves
Experience with a high-growth SaaS company
Experience with Netsuite, Workday, Zip, and planning tools
Working knowledge of SQL
We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you.
Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is 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, please let your recruiter know.
Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $145,000 - $160,000 per year.
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$145k-160k yearly 1d ago
Strategic Finance Associate
Mercor, Inc.
Finance internship job in San Francisco, CA
About Mercor
Mercor is at the intersection of labor markets and AI research. We partner with leading AI labs and enterprises to provide the human intelligence essential to AI development.
Our vast talent network trains frontier AI models in the same way teachers teach students: by sharing knowledge, experience, and context that can't be captured in code alone. Today, more than 30,000 experts in our network collectively earn over $1.5 million a day.
Mercor is creating a new category of work where expertise powers AI advancement. Achieving this requires an ambitious, fast‑paced and deeply committed team. You'll work alongside researchers, operators, and AI companies at the forefront of shaping the systems that are redefining society.
Mercor is a profitable Series C company valued at $10 billion. We work in‑person five days a week in our new San Francisco headquarters.
About The Role
As we scale, we're building out a Strategic Finance team to elevate how we plan, allocate resources, and assess performance across the business. This role will help shape a finance function in rapid‑growth mode and directly influence product strategy, investment decisions, and long‑term planning.
You will own the financial health of key product lines and customers, including through forecasting, budgeting, market analysis, and full P&L ownership. You'll partner closely with GMs, product leaders, and executives, bringing analytical rigor, clear communication, and strong judgment.
This role is ideal for someone who enjoys building from scratch, thrives in ambiguity, and wants outsized scope early in their career.
Key Responsibilities
Own product‑line P&Ls: Manage revenue, margins, opex, and unit economics with a clear view into performance drivers.
Serve as the primary finance partner: Support GMs and product stakeholders with analysis, insights, and financial guidance.
Lead forecasting, planning & financial modeling: Build revenue models, size opportunities, and contribute to quarterly and annual plans.
Develop budgets and manage operating expenses: Create product‑level budgets, monitor spend, and identify risks and opportunities.
Support capital allocation decisions: Evaluate returns on product investments, pricing changes, and operational initiatives.
Surface insights for leadership: Translate data into recommendations that shape product and company strategy.
Improve financial reporting and processes: Enhance dashboards, workflows, and systems to increase accuracy and scalability.
What We're Looking For
2-5 years of relevant experience in investment banking, private/growth equity, consulting, or strategic finance at a high‑growth tech company.
Strong analytical and modeling skills, with comfort working with incomplete or complex data.
High ownership and execution, able to run workstreams end‑to‑end in a fast‑paced environment.
Clear communicator and cross‑functional partner who can synthesize insights and influence decisions.
Process‑oriented and adaptable, with interest in building and improving systems and workflows.
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$53k-104k yearly est. 4d ago
R&D Finance Strategy Analyst
Rippling
Finance internship job in San Francisco, CA
A leading tech company based in San Francisco is seeking a Strategic Finance Associate to join its R&D Finance team. This role involves working closely with cross-functional partners, supporting financial decision making, and creating financial models. The ideal candidate will have 4+ years experience in finance within a high-growth technology company. The position offers a competitive salary range of $96,000 - $160,000 per year, benefits, and equity.
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$96k-160k yearly 2d ago
Strategic Finance Associate
Reflection 3.9
Finance internship job in San Francisco, CA
Our Mission
Reflection's mission is to build open superintelligence and make it accessible to all.
We're developing open weight models for individuals, agents, enterprises, and even nation states. Our team of AI researchers and company builders come from DeepMind, OpenAI, Google Brain, Meta, Character.AI, Anthropic and beyond.
Role Overview
We're looking for a Strategic Finance Associate. In this role, you will be an early joiner helping us mature the foundations of our finance function. You will be both strategic and operational - comfortable both being a thought partner on strategic-level capital allocation decisions and running operational processes.
What You'll Do
Own and refine our financial model and forecasts for leadership and external parties (e.g. investors)
Negotiate and manage new vendor contracts to support our research, GTM, and operations orgs
Financial analyses to support strategic-level decisions - partnership structuring, large vendor contracts, GTM incentives design etc
Uplevel our governance and administration of employee expense programs and AP across our US and UK entities
Run cash positioning and treasury reporting
Coordinate outsourced partners for monthly close and bookkeeping
Set up and administer finance tooling to ensure our financial operations are fit for purpose as our organization and operations scale
What We're Looking For
2 - 5 years of experience in management consulting, investment banking, private equity, strategic finance at a high-growth startup, or similar
Deep experience with financial modelling, and accounting literacy
Exceptional communication and relationship management skills across varied stakeholders
Ability to navigate ambiguity, take initiative, and operate independently
Willingness to get their hands dirty running, improving, and owning operational processes across finance subfunctions
A genuine interest in Reflection's mission and the evolving AI ecosystem
What We Offer:
We believe that to build superintelligence that is truly open, you need to start at the foundation. Joining Reflection means building from the ground up as part of a small talent-dense team. You will help define our future as a company, and help define the frontier of open foundational models.
We want you to do the most impactful work of your career with the confidence that you and the people you care about most are supported.
Top-tier compensation: Salary and equity structured to recognize and retain the best talent globally.
Health & wellness: Comprehensive medical, dental, vision, life, and disability insurance.
Life & family: Fully paid parental leave for all new parents, including adoptive and surrogate journeys. Financial support for family planning.
Benefits & balance: paid time off when you need it, relocation support, and more perks that optimize your time.
Opportunities to connect with teammates: lunch and dinner are provided daily. We have regular off-sites and team celebrations.
#J-18808-Ljbffr
$45k-77k yearly est. 2d ago
Financial Analyst
RETS Associates
Finance internship job in Irvine, CA
RETS Associates has been retained by well-known private developer to recruit for a Financial Analyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives.
Responsibilities
Analyze markets and identify development and acquisition opportunities
Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios)
Support due diligence efforts and assist with PSA and legal document review
Prepare investment committee materials, business plans, and presentations
Assist with lease structuring, construction financing, joint ventures, and capital raises
Track budgets, proformas, and development costs; analyze forecast vs. actual results
Participate in entitlement processes and construction coordination
Maintain regional market data and provide insights on market conditions
Collaborate cross-functionally with design, construction, accounting, legal, and finance teams
Qualifications
Bachelor's degree required; Master's or MBA preferred
2-3 years of experience in real estate development, finance, capital markets, or brokerage
Strong financial modeling and analytical skills
Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge
Detail-oriented, adaptable, and effective in a fast-paced environment
Willing to travel up to 25%
$59k-88k yearly est. 2d ago
Financial Analyst
Omninet Capital
Finance internship job in Los Angeles, CA
Omninet Capital is seeking a highly motivated Financial Analyst to join the team in Beverly Hills. This is a hands-on, entry-level opportunity suited for an individual who is analytical, detail-oriented, and passionate about real estate finance. The Financial Analyst will support the acquisitions, asset management, and development teams by building financial models, conducting entitlement reviews, and performing market and investment analysis.
This is a great opportunity for someone eager to grow their career in real estate with exposure to high-volume deal flow and cross-functional teams.
Key Responsibilities
Develop and maintain detailed Excel-based financial models for underwriting and investment analysis
Analyze market trends, rent comps, and deal performance across multifamily and commercial assets
Prepare investment memos and assist with internal presentations to senior leadership
Conduct due diligence reviews including lease audits, financial statements, and market research
Collaborate with acquisitions, construction, and asset management teams throughout the deal cycle and external parties like banks, brokers
Monitor key financial metrics including IRR, equity multiple, and cash-on-cash returns
Qualifications
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field
1+ years of experience in financial analysis, real estate, or investment environments
Strong proficiency in Microsoft Excel must be comfortable building and auditing complex models
Exceptional attention to detail, analytical thinking, and organizational skills
Understanding of real estate financial metrics, entitlements, and valuation principles
Strong written and verbal communication skills
Familiarity with real estate platforms such as CoStar, Yardi, Argus, or similar tools is a plus
Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws.
All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU.
At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty.
Role Description
We are seeking a skilled
Multifamily Commercial Real Estate
Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners.
Responsibilities:
- Evaluate financial performance of multifamily real estate assets
- Collaborate with the team to assess potential real estate acquisitions and dispositions
- Analyze loan processing and underwriting procedures
- Utilize financial acumen to interpret and present data effectively
- Collect, organize, and maintain data related to real estate investments
- Generate reports and presentations on financial analysis findings
Experience:
The ideal candidate must possess the following skills:
- 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical)
- Experience valuating market rate deals with some affordable knowledge a plus
- Strong mathematical and Excel skills
- Proficiency in quantitative research techniques
- Familiarity with underwriting processes from the brokerage side
- Solid financial acumen and understanding of financial concepts
- Ability to collect and analyze data for informed decision-making
Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus!
Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed.
Benefits:
401(k)
Health, dental and vision insurance
15 days paid time off, 10 holidays observed
Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA
$59k-88k yearly est. 2d ago
Entry Level - Financial Advisor - CA, San Francisco / Bay Area (5068)
Equitable Advisors
Finance internship job in San Francisco, CA
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Qualifications
Skills & Experience
Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States
Training & Development
FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands‑on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40‑hour workweek with $39,000 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
#J-18808-Ljbffr
$39k yearly 19h ago
Financial Advisor - Redding, CA
Corebridgefinancial
Finance internship job in Redding, CA
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
The average total compensation for this role historically has ranged from $70,000-$80,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits.
#LI-CBF
#LI- KE1
#LI-SAFG
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$70k-80k yearly Auto-Apply 52d ago
Financial Advisor - Redding, CA
Corebridge Financial Inc.
Finance internship job in Redding, CA
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
* We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
* We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
* We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
* We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
* You will meet with existing and prospective clients to plan their financial future.
* Utilize our company-provided technology and tools to improve your operation.
* You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
* Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
* Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
* Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
* High school diploma or GED
* Ideally, you have 2+ years of experience working as a Financial Advisor.
* A proven and successful sales track record.
* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
* You also have an active state variable life and health license.
Work Location
* This position is currently designated as remote.
Estimated Travel
* May include up to 25% travel.
The average total compensation for this role historically has ranged from $70,000-$80,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits.
#LI-CBF
#LI- KE1
#LI-SAFG
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
* Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
* Employee Assistance Program: Confidential counseling services and resources are available to all employees.
* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
$70k-80k yearly Auto-Apply 51d ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Redding Merrill Office
Bank of America 4.7
Finance internship job in Redding, CA
Redding, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
As a **Financial Solutions Advisor within the centralized segment of the Advisor Development Program,** your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
**The Academy** will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** from Academy managers who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 60 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.
+ **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ **Provide end-to-end comprehensive advice** , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
+ Unlimited potential for financial growth.
+ A strong referral base from across the business through our relationship with one in every two households.
+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
+ Robust marketing support to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
+ Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
+ Believes in responsible growth and has a proven dedication to supporting the communities we serve.
+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
+ Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
**Required Qualifications:**
+ Displays confidence working in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
How much does a finance internship earn in Redding, CA?
The average finance internship in Redding, CA earns between $28,000 and $52,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.