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Financial Advisor - Richmond, VA
Navy Federal Credit Union 4.7
Finance internship job in Richmond, VA
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Responsibilities Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement Conducts local seminars and member engagement events to grow book of business Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures Establish, maintain, and develop business relationships with members and internal/external sources Execute customer and broker purchase/sales orders of securities for current/new clients Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies for leadership Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits Perform other duties as assigned or appropriate Qualifications Proven ability to prospect and grow and established book of business Ability to generate GDC based on defined thresholds within a specified period of time FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue relevant financial services designation Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 5445 Glenside Dr, Richmond, Virginia 23228 Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$55k-75k yearly 4d ago

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2027 Strategic Advisory: Mergers & Acquisitions Summer Analyst Program - Richmond Transportation
Evercore Inc. 4.9
Finance internship job in Richmond, VA
Evercore seeks to hire Investment Banking Summer Analysts for the 2027 Richmond Transportation and Logistics Summer Analyst Program. Program Description: The Evercore Summer Analyst Program is a 10-week program designed to provide highly motivated undergraduates with a representative experience in strategic advisory and mergers and acquisitions. The Program seeks intelligent, mature individuals with the desire and flexibility to work in a boutique environment and learn on the job. In addition, Summer Analysts must demonstrate the ability to work on several projects concurrently and possess the desire to learn and work hard. Evercore provides a robust internal training program to get Summer Analysts ready to hit the desk and add value quickly. As part of the Program, Summer Analysts will work on a variety of assignments including: mergers and acquisitions advisory projects, restructurings, recapitalizations, divestitures, partnerships and joint ventures. As part of the team assigned to these projects, individuals will be responsible for a variety of tasks including: preparing for and attending client meetings, financial modeling, resolving complex accounting issues, industry analysis, due diligence and new business development. Summer Analysts typically work as part of small teams and have close contact with client contacts as well as partners within the Firm. Evercore offers highly qualified Summer Analysts the chance to advance more rapidly and take on more responsibility than in traditional bulge-bracket firms, along with exposure to blue-chip clients, and the chance to be part of a rapidly growing, highly regarded firm. Specific Qualifications: * Pursuing an undergraduate degree with a graduation date between December 2027 and June 2028 * All majors encouraged to apply * Strong academic record coupled with diverse interests * Ability to think critically about a range of strategic issues impacting our clients * Demonstrated knowledge in investment banking and global markets * Quantitative and analytical talents combined with effective communication skills * Enthusiastic, outgoing, and achievement-oriented character with a great work ethic Application Instructions for Students: * Applications open January 1, 2026 * To be considered for the internship, please submit your application by February 1, 2026 * Applications are reviewed and interviews will occur on a rolling basis * Applications should be submitted here: evercore.com/careers About Evercore Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit ***************** Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
$77k-112k yearly est. 16d ago
Financial Services Field Internship
Thrivent Financial 4.4
Finance internship job in Richmond, VA
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. We are seeking Field interns in various locations around the country. This internship will provide the opportunity to shadow seasoned financial advisors, participate in a robust training program with other interns, and support Thrivent's involvement through community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific programs, critical-thinking exercises, career-development best practices, marketing tactics and real-world training. Participate in a robust orientation and training program. Shadow financial advisors during client meetings, workshops, community events and daily work. Learn to prepare financial plans and analyses. Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms. Participate in team meetings that include weekly activity updates, new trends and concepts. Observe regional seminars and workshops. Attend virtual seminars with corporate employees to better understand the industry and the profession. Work with the Engagement Team to develop a strategy to integrate Thrivent's generosity programs. Collaborate with other interns to research and present a project, based on best practices in building a financial services business. Position Qualifications: College junior or senior working toward a degree in business, finance, marketing or related field. Strong technical computer aptitude and knowledge of business tools (MS Outlook, Word, Excel, PPT). Strong analytical and problem-solving skills; oral and written communication skills. Course Credit: Thrivent internships are available for course credit, but must be coordinated with your school administration. Pay Transparency 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.
$35k-42k yearly est. Auto-Apply 60d+ ago
Regional Talent Solutions & Business Outreach Intern
Virginia Economic Development Partnership 3.5
Finance internship job in Richmond, VA
Job Description We are looking for an Intern for the Regional Talent Solutions and Business Outreach during the summer of 2026 (10 weeks). This energetic self-starting individual is seeking on-the-job experience in economic development, public administration, marketing, or business and will complete a variety of projects with an emphasis on learning and development. Interns will complete a project and develop a presentation to be shared with staff at the end of the internship. They will be part of an organization-wide cohort, providing networking and professional development opportunities throughout the summer. Duties: Assist staff with preparation for business outreach and engagement activities Conduct research to support business engagement activities related to workforce development and relevant topics and issues Analyze quantitative and qualitative data and present data analysis in a visually compelling format Participate in meetings with business managers during strategy discussions to gain insight and formulate innovative thinking Assist with content development, PowerPoint presentations, and program documents used to support business engagement activities and role of division Other duties, as needed Knowledge and Skills Required: Interest in economic development, workforce and talent Excellent interpersonal, organizational and communication skills Excellent analytical and problem-solving skills Effective time management skills Eager to learn new methodologies Software skills using Microsoft Office - primarily PowerPoint and Word Qualifications Preferred: Pursuit of a bachelor's or graduate degree in marketing, business administration, economics, or related field is preferred. This position will be full-time, hybrid - working a minimum of 24 hours per week (3 days) in our Richmond office and up to 16 hours per week (2 days) from home. All candidates must apply through our website **************************** Internship Period: June 1, 2026 - August 6, 2026 (10 weeks) Salary: Undergrad Students - $15 per hour, Graduate Students - $17 per hour Application Deadline: February 6, 2026 VEDP is an Equal Opportunity Employer. All applicants are considered for employment without regard to race, sex, color, national origin, religion, sexual orientation, gender identity or expression, age, veteran status, political affiliation, genetics, or against otherwise qualified individuals with disabilities. It is VEDP's intent that its employment and personnel policies and practices conform to all applicable federal, state, and local laws and regulations regarding non-discrimination and affirmative action. Applicants requiring more information or requiring assistance may contact VEDP Human Resources at ************** or *************** . TDD **************.
$15-17 hourly Easy Apply 8d ago
Summer Analyst, Investment Banking, BDO Capital Advisors - Summer 2027 (Richmond)
BDO Global 4.8
Finance internship job in Richmond, VA
BDO is a place for energetic self-starters who think and act like entrepreneurs. The BDO Capital Advisors (BCA) Intern will be responsible for utilizing their educational background and organizational skills to complete a broad range of analytical and operational tasks under the supervision of more experienced BCA professionals to support the firm's extensive transaction-related services. In this role, the BCA Intern will gain a deeper understanding of the financials and operations of companies across industries. Additionally, the BCA intern will develop an understanding of the M&A deal process, including sellside M&A advisory, buyside engagements and private placements. This BCA internship will enable the candidate to develop the skills and relationships necessary to launch a career in the field of investment banking. BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO's investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA's resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm. The BCA team specializes in providing sellside M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors. BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe. Job Duties: * Constructs financial models focusing on transaction valuation work through comparable company analysis, precedent transaction analysis, discounted cash flow analysis and other industry metrics * Assists in the development and composition of appropriate written documentation including tailored pitch books, offering memoranda, company marketing collateral, management presentations, valuation reports, and other transaction materials * Conducts quantitative and qualitative data and industry data analysis * Contributes to deal sourcing efforts by researching new and prospective clients as well as their respective industries to help compile pitch books and/or internal memos * Other duties as required Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Enrolled in a Bachelor's or Master's program, required; focus in Finance or Accounting, preferred * Completion of junior year of Bachelor's, preferred Experience: * Leadership experience, preferred Software: * Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required Other Knowledge, Skills & Abilities: * Strong written and verbal communication skills * Ability to follow instructions as directed * Ability to work effectively in a team setting * Positive attitude and willingness to learn * Seeks advice of appropriate superiors regarding issues related to compliance * Understanding of basic accounting and valuation methodologies Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $28/hr - $32/hr NYC/Long Island/Westchester Range: $28/hr - $32/hr
$28-32 hourly 60d+ ago
Financial Advisor - Financial Professional
Cornerstone Advisor Group 3.8
Finance internship job in Richmond, VA
Job Description Cornerstone Advisor Group (CAG) is seeking driven, enterprising individuals who are motivated by the opportunity to make a meaningful impact in people's lives. Our advisors help clients plan for and achieve their long-term financial goals while building rewarding, purpose-driven careers. At CAG, we take your drive and guide it into building a thriving financial advisory practice. You'll be in business for yourself-but never by yourself. Our collaborative team and proven systems provide the structure and support needed to help you succeed. With over 170 years of history through our partnerships, we've built a culture where people matter, promises are kept, and growth goes beyond numbers. This opportunity is open immediately to candidates eager to grow their business, strengthen their clients' financial futures, and create lasting impact for their families and communities. If you're ready to take control of your career and make a difference, we'd love to connect and share more about what's possible with Cornerstone Advisor Group. What We're Looking For If you are someone who possesses: High energy, a strong work ethic, and a positive, optimistic attitude A passion for helping others and a clear sense of purpose Confidence, resilience, humility, and unwavering commitment to your goals The desire to build your own success while making a meaningful impact in your community Then you may be exactly who we're looking for. Requirements: Active Life Producer License in your state of residence (Virginia or West Virginia) Proven ability to sell life insurance products and generate leads Excellent phone skills, with the confidence to reach out to new prospects and clients Enterprising mindset with a strong drive to succeed and scale a personal business Strong interpersonal skills and the ability to connect with people from diverse backgrounds Eagerness and willingness to learn and improve Preferred: Series 65, Series 7/66 licenses Perks: Strong Commissions and Investment Downlines Strong training system to set you up for success, regardless of experience Benefits from a non-match deposit into your 401(k), Health Insurance, Short-Term, Long-Term disability, and more Trips, bonuses, and incentives are available Opportunity to scale your business alongside the mission and vision of a rapidly growing company Team-oriented environment that provides collaboration and mutual support Be part of a Fortune 100 company with a rich history of success and a forward-thinking culture Potential transition package depending on your book of business Office Locations: Hybrid role with office locations in the following areas (for those without prior experience, in-office attendance is required 100% of the time): Richmond, VA; Westchester, VA; Fairfax, VA; McLean, VA; Chevy Chase, VA; Charleston, VA; Winchester, VA; Roanoke, VA; Blacksburg, VA; Virginia Beach, VA; Chesapeake, VA; West Virginia: Morgantown, WV; Wheeling, WV Compensation: $60,000 - $120,000 yearly Responsibilities: Job duties include, but are not limited to: Sell Maintain Life Insurance Annuities Sell Maintain Assets Under Management Develop and maintain strong relationships with clients Provide tailored financial advice and solutions to clients Manage the sales process from lead generation to closing Continuously learn and apply new industry knowledge Collaborate with the team and share best practices Qualifications: Preferred Qualifications: Experience managing assets under management (AUM) Prior experience in the financial services or insurance industry Familiarity with compliance regulations and client management practices About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$60k-120k yearly 5d ago
Analyst, Department of Defense SkillBridge (Intern)
Exiger 4.0
Finance internship job in Richmond, VA
Exiger Commercial Solution's is seeking a detail-oriented and analytical professional to join our team as a Analyst intern. In this role, you will be responsible for creating comprehensive reports by leveraging web-based compliance tools, open-source resources, and client-provided information. You will conduct thorough research using a variety of public records, databases, and other online sources, ensuring the delivery of clear, concise, and accurate reports to our clients. Must be currently serving in the military. Key Responsibilities Create and determine contents of reports using a combination of web-based compliance tools, open-source resources, and client-provided information. Write clear, concise, and thoroughly researched reports for clients using a variety of public records, databases, and other web-based sources and tools. Utilize judgement and best practices to complete research, writing and editing of cases of different products, scopes, jurisdictions, and complexity. Proficient in research methodology, tools, and processes. Determine and escalate identified risk factors to case manager. Successfully manage case lifecycle, personal workload, and pipeline. Communicate effectively with others both verbally and in writing. Collaborate and work within a team to achieve desired outcomes. Knowledge & Skills Strong analytical and research skills. Excellent writing and communication (written and verbal) skills. Rigorous attention to detail, and ability to flag potential risks via identification of abnormalities, inconsistencies, and patterns in data or research findings Prior experience with Compliance organizations within a Financial Institution, or experience working with Suspicious Activity Reports (SARs) a plus Self-driven, with the ability to deliver high quality work in a fast-paced, high-volume environment with strict deadlines. Ability to manage and prioritize several projects and assignments simultaneously. Organizational and time management competency required. Team player with high level of initiative and a proactive approach to work. Ability to work effectively in a team as well as independently; takes ownership of tasks and follow up to ensure that they are successfully brought to completion. Ability to utilize technology to solve problems. #LI-Remote Exiger is revolutionizing the way corporations, government agencies and banks manage risk and compliance with a combination of technology-enabled and SaaS solutions. In recognition of the growing volume and complexity of data and regulation, Exiger is committed to creating a more sustainable risk and compliance environment through its holistic and innovative approach to problem solving. Exiger's mission to make the world a safer place to do business drives its award-winning AI technology platform, DDIQ, built to anticipate the market's most pressing needs related to evolving ESG, cyber, financial crime, third-party and supply chain risk. Exiger has won 30+ AI, RegTech and Supply Chain partner awards. Exiger's core values are courage, excellence, expertise, innovation, integrity, teamwork and trust. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Exiger's hybrid work policy is periodically reviewed and adjusted to align with evolving business needs.
$33k-56k yearly est. Auto-Apply 60d+ ago
Ameriprise Financial Group Financial Advisor
Virginia Credit Union 4.3
Finance internship job in Richmond, VA
VACU Investment Group (VACUIG) is expanding our wealth management team throughout Virginia- Greater Richmond Area, Blacksburg, Roanoke, Harrisonburg, VA Beach, Norfolk Williamsburg & Lynchburg. The role of the investment consultant is to establish value-added relationships with VACU members , to understand their financial needs and to offer solutions for those needs. VACUIG is in partnership with Ameriprise Financial Group (AMPF) who serves as our Broker/Dealer. The candidate for this position will be an employee of AMPF., working within the VACU branches. ESSENTIAL DUTIES AND RESPONSIBILITIES Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time. Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time. Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time. Perform any other related duties as required or assigned. Requirements EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience. Outstanding verbal, written and listening communication skills. Superior customer service skills. Master at building relationships with customers. Ability to quickly compile, verify and calculate information to provide solutions and recommendations. Product knowledge. COMMUNICATION SKILLS Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Benefits Full package includes health and retirement benefits, and life and long-term disability insurance Virginia Credit Union We're proud of the opportunities, training, benefits and work-life balance we provide to those who help people take their money further, and reach their goals sooner. We strive to provide a culture where employee development, teamwork, integrity, respect and quality of life are the cornerstones of delivering superior member experience. We thank our employees for making us a part of our community's "Top Workplaces" and are always looking to add people to our team who share our passion for helping members build their finances and confidence. In return, we offer employees a challenging and rewarding work environment and are committed to maintaining an atmosphere that promotes teamwork and continual improvement. Virginia Credit Union is an Equal Opportunity Employer. Ameriprise Financial Ameriprise Financial, Inc, through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other As an Ameriprise employee, you may leverage our corporate support system to help run your program at one of our financial institution partners. Some of the benefits for financial advisors in the managed program may include: Comprehensive employee benefits Branding opportunities and proven turnkey marketing programs Local and national support, including accessible leaders and teams of specialists Office space located onsite at a financial institution Peer-to-peer mentoring, plus training and coaching - including CFP certification support Regular contact with regional leaders and colleagues - offering opportunities for sharing best practices Enjoy the financial rewards Our managed program compensation model is designed to reward financial advisors for the experience and level of practice they bring. We offer extensive up-front bonus programs to match your experience and book of business. We also understand client relationships extend way beyond their assets under management. That's why we provide payouts that apply to clients regardless of asset level.
$68k-107k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Richmond, VA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$73k-128k yearly est. Auto-Apply 10d ago
Financial Advisor Associate
Ameriprise 4.5
Finance internship job in Richmond, VA
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.Key Responsibilities Obtain your required licenses/credentials within 150 days of hire: - FINRA Series 7 - Active State Securities Agent Registration (S63 or S66) - Active IAR Registration (S65 or S66) and -State Life, Health Insurance and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines. Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include: -Develop and execute a robust marketing plan to achieve the practice's client acquisition goals. -Identify clients to engage or re-engage in financial planning relationships. -Gather and analyze data and develop financial planning recommendations. -Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients. -Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations. -Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc. -Manage the practice's client service model and consistent execution. Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities. Required Qualifications Join Ameriprise in a team practice and support a seasoned financial advisor or advisors. Preferred Qualifications Four-year college degree from an accredited institution. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Show accountability to your results. Outstanding verbal, written and listening communication skills. Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
$54k-109k yearly est. Auto-Apply 16h ago
Financial Representative State Farm Agent Team Member
Tyler Tiesing-State Farm Agent
Finance internship job in Chester, VA
Job DescriptionBenefits: Bonus based on performance Flexible schedule Paid time off Training & development Opportunity for advancement ROLE DESCRIPTION: Tyler Tiesing - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability. As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset. RESPONSIBILITIES: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success every day. Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations. QUALIFICATIONS: Possess excellent communication skills. Display good analytical skills. Provide excellent customer service. Accredited with the Financial Industry Regulatory Authority (FINRA) Life/Health Insurance License Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office Licensing reimbursement after 3 months Signing bonus for pre-licensed professionals
$34k-69k yearly est. 29d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance internship job in Richmond, VA
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-115.5k yearly 26d ago
Financial Analyst
Silgan Dispensing Systems Thomaston Corporation 4.2
Finance internship job in Richmond, VA
About Us Silgan Dispensing is a global manufacturer of packaging solutions that help brands enhance lives. Our broad portfolio of trigger sprayers, pumps, fine mist sprayers, and closures are used by iconic brands for personal care, beauty, fragrance, home, garden, and healthcare markets. Headquartered in Richmond, Virginia, the Silgan Dispensing team includes approximately 6,000 employees across North America, South America, Asia, and Europe. We are proud to have created a diverse workforce that is innovative, sustainably focused, respectful, inclusive, driven to excel and customer-oriented - held together by the belief that we are best when we work as One Team. Our culture of engagement, collaboration and accountability is what enables us to be the dispensing partner brands rely on to grow their business. Overview Silgan Dispensing is seeking a highly motivated Financial Analyst to join our North America Finance team. This role will provide critical support to our corporate finance team, partnering closely with the VP of Finance, Finance Director, and other senior leaders. The analyst will play a key role in delivering insights that drive strategic decision-making, operational efficiency, and profitable growth. Key Responsibilities Financial Planning & Analysis: Assist in preparing annual budgets, quarterly forecasts, and long-term financial models. Reporting & Presentations: Develop and deliver monthly financial reports, variance analyses, and assist with executive presentations for senior leadership. Business Partnering: Collaborate with cross-functional teams (operations, sales, supply chain) to provide financial insights and recommendations. Data Analysis: Analyze trends in revenue, expenses, and profitability to identify risks and opportunities. Plant Controllership: Perform Plant Controller close tasks for some of our smaller plants in North America. Decision Support: Support the VP of Finance and Finance Director with ad hoc analysis, scenario modeling, and investment evaluations. Process Improvement: Enhance reporting tools, streamline processes, and contribute to continuous improvement initiatives. Compliance & Controls: Ensure accuracy of financial data and adherence to corporate policies and internal controls. Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred. 0-2 years of experience in financial analysis, FP&A, or corporate finance. Strong analytical skills and willingness to learn Nice to have: Medium to Advanced proficiency in Excel, Power BI, and ERP systems experience LIMITATIONS AND DISCLAIMER The above is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis. Silgan is an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, marital status, or the presence of a disability, which would not prevent the performance of essential job duties with, or without reasonable accommodation of any other protective status. Silgan is a drug-free workplace.
$58k-99k yearly est. Auto-Apply 33d ago
Public Finance Analyst
Davenport 4.3
Finance internship job in Richmond, VA
Department: Public Finance OVERVIEW AND RESPONSIBILITIES: Davenport is seeking a Public Finance Analyst to join our Richmond, VA office. Our Public Finance department provides financial advisory services to cities, counties, public authorities and not for profit corporations in the mid-Atlantic region who borrow in the tax-exempt bond markets. This Public Finance Analyst position will involve working with senior advisors in the Public Finance department on a broad range of projects including: * preparation of proposals and offering statements, * analysis of financing options, * preparation of client reports and presentations, and * quantitative analysis and financial research. There will be a heavy emphasis on quantitative analysis using available programs and templates, evaluating strategic options, comparison of financial and economic data, and design of presentation material. QUALIFICATIONS: * Intermediate to advanced skills in Microsoft Word, Excel, PowerPoint * Excellent writing and communication skills * Ability to work on multiple projects * Ability to work with and meet deadlines * Familiarity with accounting concepts and terminology * College degree, preferably with accounting, economics or finance coursework * Obtain Series 50 license within one year of hire date * Minimum 3.5 GPA SALARY & BENEFITS: We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, an on-site Health Center, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours. DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
$91k-146k yearly est. 43d ago
Financial Analyst
Ridegrtc
Finance internship job in Richmond, VA
Join a Mission That Moves Richmond GRTC is deeply connected to the communities we serve, offering opportunities to shape the future of public transit through innovative service designs, major capital projects, and a growing regional network. Every day, our work powers more than 30,000 transit trips and supports mobility for people across the region. With new routes, expanded connections, and a second bus rapid transit line in development to complement the Pulse, our ITDP Bronze Medal-winning flagship system, GRTC continues to expand its role as the backbone of regional mobility. Joining GRTC means being part of a mission-driven team with the chance to make a lasting impact on how people move and connect. SUMMARY: The Financial Analyst is a key member of the Finance team, responsible for supporting budgeting, forecasting, and financial performance analysis. This role focuses on developing and maintaining budget models, preparing accurate revenue and expenditure forecasts, and collaborating with senior leadership to address financial challenges. The analyst monitors organizational financial health, identifies opportunities for cost savings and process improvements, and delivers clear, actionable insights through reports and presentations. This position offers hybrid work flexibility after a 3-month probation period, exposure to senior leadership, and opportunities to grow into middle management roles. Access to advanced modeling tools such as Power BI to develop data analytics skills, along with additional training and development opportunities designed to strengthen financial analysis and broader finance capabilities. ESSENTIAL DUTIES AND RESPONSIBILITIES : Develop and maintain budget models, guidelines, and timelines to support the budgeting process. Prepare accurate financial forecasts for revenues and expenditures to guide decision-making. Collaborate with senior leadership to address budgetary challenges and recommend solutions. Monitor financial performance and escalate concerns to appropriate management when necessary. Collect and analyze data to identify opportunities for cost savings, process improvements, and efficiency gains. Assist in preparing reports and presentations that communicate financial insights to stakeholders. Perform additional tasks as needed to support departmental and organizational objectives. SUPERVISORY RESPONSIBILITIES: This is an individual contributor role. There are no supervisory responsibilities. QUALIFICATIONS: To perform this job successfully, an individual must satisfactorily perform each essential duty. The requirements listed below represent the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION / KNOWLEDGE / EXPERIENCE: A bachelor's degree in Accounting, Finance, Business Administration, or a related field is required. 2-4 years of relevant experience in financial analysis or FP&A. SKILLS/CERTIFICATIONS: The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Good understanding of financial statements, including budgets, cash flow models, P&L, and balance sheets, with the ability to interpret and analyze data effectively. Familiarity with financial planning and analysis concepts, applying structured methodologies to support accurate reporting and insightful decision-making. Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, INDEX/MATCH, charts, etc.). Familiarity with ERP Platforms. Strong analytical and problem-solving skills. Excellent communication and collaboration abilities. Ability to manage multiple tasks and meet deadlines. PREFERRED QUALIFICATIONS: Experience in the public sector or the transportation industry. Exposure to cost management by cost drivers. Understanding of financial accountability frameworks. PHYSICAL DEMANDS : The physical demands described here are representative of those required of an employee to successfully perform the functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
$54k-83k yearly est. Auto-Apply 10d ago
Financial Analyst
Amboy Medical Practice
Finance internship job in Richmond, VA
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Day Shift - 7.5 Hours (United States of America) RUMC is seeking a highly motivated and detail-oriented Entry-Level Financial Analyst to join our dynamic finance team. This is an excellent opportunity for a recent graduate or an individual with 0-3 years of experience looking to build a strong foundation in financial analysis. The successful candidate will play a crucial role in supporting key financial processes by assisting in the analysis of financial data, developing forecasts, supporting budgeting activities, and contributing to insightful cost accounting analysis. You will also gain exposure to the preparation of journal entries and the financial board package. Responsibilities: Financial Data Analysis: Assist in the collection, organization, and analysis of financial data from various sources. Identify key trends, variances, and potential areas for improvement. Trend Forecasting: Support the development of financial forecasts and projections by analyzing historical data and identifying relevant business drivers. Budgeting & Forecasting: Participate in the annual budgeting process and periodic forecasting exercises. Assist in the preparation of budget templates, data input, and variance analysis. Cost Accounting Analysis: Contribute to cost accounting activities by analyzing production costs, identifying cost efficiencies, and providing insights to support decision-making. Journal Entries: Assist in the preparation and posting of routine and ad-hoc journal entries in accordance with accounting policies and procedures. Financial Board Package: Support the preparation of the monthly and quarterly financial board package by compiling data, creating schedules, and ensuring accuracy. Others: Collaborate with other departments to gather financial information and understand business operations. Ensure compliance with internal controls and accounting regulations. Perform ad-hoc financial analysis and projects as assigned. Qualifications: Bachelor's degree in Finance or Accounting Strong academic record. Proficiency in Microsoft Products (e.g., presentation, vlookups, pivot tables, formulas). Familiarity with accounting principles and financial statements. Excellent analytical and problem-solving skills. Strong attention to detail and accuracy. Ability to work independently and as part of a team. Excellent written and verbal communication skills. Experience with accounting software or ERP systems is a plus. Preferred Skills: Experience with Workday System Knowledge of statistical analysis techniques. Progress towards or interest in pursuing professional certifications (CPA or CFA) Schedule: Monday -Friday, 8am - 4pm Salary Range: $58k - $70k Employment Non-Discrimination: Richmond University Medical Center is committed to equality of opportunity in all aspects of employment and provides full and equal employment opportunities to all employees and potential employees without regard to race, color, national origin, religion, gender identity, sex, sexual orientation, pregnancy, childbirth and related medical conditions and needs including lactation accommodations, physical or mental disability, age, immigration or citizenship status, veteran or active military status, genetic information, or any other legally protected status. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
$58k-70k yearly Auto-Apply 60d+ ago
Seasonal Overnight Student Chaperone: Williamsburg, VA
Worldstrides 4.6
Finance internship job in Williamsburg, VA
Company Introduction WorldStrides is the global leader in educational travel and experiential learning. The company was founded in 1967 to provide middle school travel programs to Washington, D.C. and has grown to provide a wide range of programs for more than half a million students annually to over 100 countries around the world. WorldStrides offers experiential learning programs in educational travel, performing arts, language immersion, career exploration, service-learning, study abroad, and sports. Each of these experiences helps students to see beyond the classroom and to see the world - and themselves - in new ways. Job Description: Night Chaperones are responsible for monitoring for student misconduct, responding to emergency situations, and reporting suspicious activity on their assigned hotel floors during nighttime hours - 9:45 PM to 5:00 AM. Team Members ensure the highest quality experience for our students and educators while working closely with the Night Chaperone Coordinator and the Onsite Coordinator. Responsibilities: Treat customers, vendors, and fellow employees with honesty, respect, and professionalism. Provide the highest level of safety for all participants while they are on tour. Actively monitor assigned hotel floors from 9:45pm to 5am. (required) Present a professional image - remain courteous, positive, and helpful. Follow proper procedure while working on assigned floors to include checking in/out of the hotel with designated personnel, introduction to Program Leaders, and groups and escalation protocol. Always maintain a professional relationship with students. (required) Qualifications: Availability from March-June, during peak season. (required) Team player who works well with students, teachers, vendors and WorldStrides staff. Excellent verbal and written communication skills. Excellent technical skills with knowledge of Microsoft programs (Word and Excel), email, and working from a smartphone. Must have the use of sensory skills as normally defined by the ability to see, read, talk, and hear - to be able to effectively communicate and interact with other employees and clients. (required) Must be able to perform the physical requirements of the position, including walking up and down numerous flights of stairs with or without a reasonable accommodation. (required) Successful completion of applicable background screening. (required) WorldStrides, a global organization, is committed to educate and serve communities worldwide. Our commitment is fueled by the passion of our team members and partners to make experiential learning accessible, while also being socially, environmentally, and ethically responsible. Together, we accomplish this by investing in initiatives to promote inclusion, diversity, and sustainability. As an Equal Opportunity Employer, WorldStrides is committed to building a diverse workforce, supported by an environment that promotes inclusion and belonging. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. WorldStrides will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, J-1, H-1, H-2, L, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire. Select seasonal roles may consider students on J-1 or F-1 visas.
$25k-30k yearly est. Auto-Apply 60d+ ago
Business Investment Intern
Virginia Economic Development Partnership 3.5
Finance internship job in Richmond, VA
Job Description We are looking for an Intern for the Business Investment Division during the summer of 2026 (10 weeks). This self-starting individual should be seeking on-the-job experience in economic development, policy development, and strategic analysis. Interns will complete a project and develop a presentation to be shared with staff at the end of the internship. They will be part of an organization-wide cohort, providing networking and professional development opportunities throughout the summer. Duties: Analyze quantitative data and present data analysis in a visually compelling format Assist in designing and developing presentations and reports for economic development stakeholders Engage with executive staff, clients, and stakeholders on relevant research, including presenting research or updates on key projects Conduct research to support business engagement activities and develop an understanding of industry trends Prepare written memos in advance of meetings Sit in on meetings with business managers during strategy discussions to gain insight and formulate innovative thinking Other duties, as needed Knowledge and Skills Required: Interest in economic development, state government, or business, particularly international business or FDI (foreign direct investment) Excellent interpersonal, organizational, and communication skills Excellent analytical and problem-solving skills Effective time management skills Eager to learn new methodologies Proficiency with Microsoft Office Strong relationship management skills and ability to quickly develop trusted working relationships Previous research and data experience (preferred but not required) Qualifications Preferred: Pursuit of a bachelor's or graduate degree in social science (economics, public policy, or political science), mathematics, data analytics, business, marketing or related field is preferred This position will be full-time, hybrid - working a minimum of 40 hours per week: 24 hours per week (3 days: typically, Tuesday-Thursday) in our Richmond office and up to 16 hours per week (2 days) from home. All candidates must apply through our website **************************** Internship Period: June 1, 2026 - August 6, 2026 (10 weeks) Salary: Undergrad Students - $15 per hour, Graduate Students - $17 per hour Application Deadline: February 6, 2026 VEDP is an Equal Opportunity Employer. All applicants are considered for employment without regard to race, sex, color, national origin, religion, sexual orientation, gender identity or expression, age, veteran status, political affiliation, genetics, or against otherwise qualified individuals with disabilities. It is VEDP's intent that its employment and personnel policies and practices conform to all applicable federal, state, and local laws and regulations regarding non-discrimination and affirmative action. Applicants requiring more information or requiring assistance may contact VEDP Human Resources at ************** or *************** . TDD **************.
$15-17 hourly Easy Apply 8d ago
Summer Analyst, Investment Banking, BDO Capital Advisors - Summer 2027 (Richmond)
BDO USA 4.8
Finance internship job in Richmond, VA
BDO is a place for energetic self-starters who think and act like entrepreneurs. The BDO Capital Advisors (BCA) Intern will be responsible for utilizing their educational background and organizational skills to complete a broad range of analytical and operational tasks under the supervision of more experienced BCA professionals to support the firm's extensive transaction-related services. In this role, the BCA Intern will gain a deeper understanding of the financials and operations of companies across industries. Additionally, the BCA intern will develop an understanding of the M&A deal process, including sellside M&A advisory, buyside engagements and private placements. This BCA internship will enable the candidate to develop the skills and relationships necessary to launch a career in the field of investment banking. BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO's investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA's resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm. The BCA team specializes in providing sellside M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors. BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe. Job Duties: Constructs financial models focusing on transaction valuation work through comparable company analysis, precedent transaction analysis, discounted cash flow analysis and other industry metrics Assists in the development and composition of appropriate written documentation including tailored pitch books, offering memoranda, company marketing collateral, management presentations, valuation reports, and other transaction materials Conducts quantitative and qualitative data and industry data analysis Contributes to deal sourcing efforts by researching new and prospective clients as well as their respective industries to help compile pitch books and/or internal memos Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Enrolled in a Bachelor's or Master's program, required; focus in Finance or Accounting, preferred Completion of junior year of Bachelor's, preferred Experience: Leadership experience, preferred Software: Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required Other Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Positive attitude and willingness to learn Seeks advice of appropriate superiors regarding issues related to compliance Understanding of basic accounting and valuation methodologies Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $28/hr - $32/hr NYC/Long Island/Westchester Range: $28/hr - $32/hr
$28-32 hourly Auto-Apply 60d+ ago
Financial Advisor - Richmond, VA
Navy Federal 4.7
Finance internship job in Richmond, VA
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Proven ability to prospect and grow and established book of business Ability to generate GDC based on defined thresholds within a specified period of time FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue relevant financial services designation Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 5445 Glenside Dr, Richmond, Virginia 23228 Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement Conducts local seminars and member engagement events to grow book of business Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures Establish, maintain, and develop business relationships with members and internal/external sources Execute customer and broker purchase/sales orders of securities for current/new clients Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies for leadership Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits Perform other duties as assigned or appropriate
$55k-75k yearly Auto-Apply 4d ago

Learn more about finance internship jobs

How much does a finance internship earn in Richmond, VA?

The average finance internship in Richmond, VA earns between $23,000 and $51,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Richmond, VA

$35,000

$23,00010%

$35,000Median

$51,00090%

What are the biggest employers of Finance Interns in Richmond, VA?

The biggest employers of Finance Interns in Richmond, VA are:

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Finance internship jobs in Richmond, VA - 118 jobs

Financial Advisor - Richmond, VA

2027 Strategic Advisory: Mergers & Acquisitions Summer Analyst Program - Richmond Transportation

Financial Services Field Internship

Regional Talent Solutions & Business Outreach Intern

Summer Analyst, Investment Banking, BDO Capital Advisors - Summer 2027 (Richmond)

Financial Advisor - Financial Professional

Analyst, Department of Defense SkillBridge (Intern)

Ameriprise Financial Group Financial Advisor

Financial Advisor

Financial Advisor Associate

Financial Representative State Farm Agent Team Member

Advisor, Financial Planning and Analysis

Financial Analyst

Public Finance Analyst

Financial Analyst

Financial Analyst

Seasonal Overnight Student Chaperone: Williamsburg, VA

Business Investment Intern

Summer Analyst, Investment Banking, BDO Capital Advisors - Summer 2027 (Richmond)

Financial Advisor - Richmond, VA

Learn more about finance internship jobs

How much does a finance internship earn in Richmond, VA?

What are the biggest employers of Finance Interns in Richmond, VA?