Junior Financial Advisor
Finance internship job in Tampa, FL
Located in Tampa, FL Salary: $50-$200K (base + commission) Junior Financial Advisor - Client-Focused & Growth-Oriented Compensation: Base salary $50,000-$60,000 + uncapped commission (earning potential up to $200,000 annually) Full Time: Monday-Friday, 8:30am-4:30pm
We're seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm to work directly with existing clients while helping close inbound leads-no cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive and willing to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO.
Key Responsibilities
Build relationships with existing clients and help manage their financial portfolios
Close new business from warm inbound leads-no hunting or cold outreach
Learn and implement the firm's financial planning process and client service model
Present and manage index annuity and insurance-based investment strategies
Conduct client reviews, portfolio updates, and retirement planning sessions
Maintain accurate records in CRM and financial planning software
Collaborate with senior advisors and support staff to ensure seamless client experiences
Stay current on market trends, product offerings, and regulatory updates
Required Qualifications
Series 65 license (required)
Florida 215 Insurance License (preferred)
Experience working with Assets Under Management (AUM), especially index annuities
10 Years or less of financial advisory experience
Strong communication and relationship-building skills
Efficient, organized, and able to manage multiple client relationships
Team-oriented with a growth mindset and willingness to be coached
Top Skills for Success
Financial planning and client service
Investment product knowledge (annuities, retirement strategies)
Time management and follow-through
Team collaboration and adaptability
Sales closing and consultative communication
Benefits Package
2 weeks paid time off
All major holidays off + Christmas week
Medical, dental, and vision insurance plans
401(k) with employer match
Access to investment company portfolios with no management fees
Apply today to join a firm that values integrity, mentorship, and long-term client success. This is your opportunity to grow your career in financial advising with a supportive team and a steady stream of qualified leads.
#3379boost
Express Office: Tampa (Northwest)
5011 West Hillsborough Avenue
Suite C
Tampa, FL 33634
Finance Intern- Summer 2026
Finance internship job in Tampa, FL
Job DescriptionSalary:
LCG Advisors is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services.
Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations witha very highlevel of integrity and professionalism. LCG's team of 100+ professionals work in conjunction with business owners, financial institutions, and active investors toassistthem with the changes that occur during all phases of their business or personal lifecycle. Our clients rely on us as their trusted advisors, and we take that responsibility very seriously.
LCG Advisors is seeking Analyst Interns to join our Tampa, FL office in the Summer of 2026. This internship offers a unique opportunity to gain exposure to a variety of financial advisory services within a dynamic, client-focused environment.
Interns will have the opportunity to learn from experienced professionals and gain hands-on experience in one or more of LCGs divisions, such as:
Transaction Advisory Services
Business Valuation
Investment Banking
Strategic Financial Consulting
Primary Responsibilities:
Responsibilities will vary depending on the assigned division but may include:
Supporting buy-side and sell-side financial due diligence engagements for private equity firms, family offices, lenders, and corporations.
Assisting with financial statement analysis, data organization, and preparation of client deliverables.
Conducting valuation analyses, market research, and industry benchmarking.
Preparing, formatting, and maintaining financial models and presentation materials.
Assisting senior team members in updating templates, refining internal processes, and maintaining systems such as Salesforce.
Participating in internal and client meetings to observe and understand the advisory process.
Contributing to a collaborative team environment through professional communication and initiative.
Qualifications&Experience:
Pursuing MS and/or MBA, or Bachelors in Finance/Accountingdegree in the Tampa Bay Region.
Strong academic record with a 3.0 GPA or above.
Previousprivate equity, investment banking, or consulting/transaction advisory experience preferred.
Intermediate knowledge of MS Excel, MSPowerPointand MS Word. Familiarity with Salesforce is a plus.
Strong analytical skills with a willingness to learn new things.
Resourcefulness, intellectual curiosity, enthusiasm, and a genuine interest in pursuing a career in transaction advisory services.
A significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management
Excellent verbal and written communication skills.
Highly organized, with the initiative and ability to multitask and work with limited supervision as a member of a team.
Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.
The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can be found between the ranges noted below in the posting, and an actual offer can vary based upon on role, hiring location, and qualifications. For additional information on LCGs total rewards, visit our website at*********************************
LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Summer Analyst
Finance internship job in Saint Petersburg, FL
About the job
Headquartered in St. Petersburg, Florida, the Dynasty Financial Partners team powers the back and middle office of independent financial advisors within the wealth management industry. Summer Analysts will be assigned to support one or two of Dynasty's business units: Transitions, Relationship Management, Talent/HR, Legal/Compliance, Marketing/PR, Operations, Investments, Technology or Finance.
Dynasty Financial Partners works exclusively with a select group of truly independent RIAs to help them better serve their clients and grow their business and enterprise value. We are a premier WealthTech platform for independent financial advisors giving them the freedom, flexibility, and control to better serve their clients.
We enhance our Network firms' enterprise value and accelerate growth through our proprietary core service model that provides complete middle and back-office support. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business as well as M&A support to firms looking to grow inorganically or to plan for succession.
Dynasty Summer Analyst Program
Duration of program: June 1st - August 7th
Exact responsibilities will vary based on business unit assignment
Business unit assignments will be based on a combination of interview feedback, business needs, and the individual candidate skills/interests
Summer Analysts will report to the Chief of Staff, as well as the head of the business units to which they are assigned
Requirements
Successful candidates will have the following:
Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint.
Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment.
Excellent communication skills, ability to work with clients closely and effectively.
Detail-oriented and thorough in completing projects/tasks
Intellectual curiosity and critical thinking skills
Self-starter, must have the initiative and ability to complete tasks with minimal supervision
At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.
EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
Finance Intern (Part time)
Finance internship job in Tampa, FL
Job Title: Finance Intern (Part time) The finance intern works under the guidance of a senior professional to perform basic finance administrative duties. This position will assist the finance department with duties such as financial reports, Deltek, data entry, and payroll. This individual will perform other entry-level staff duties in which asked of.
Objectives: As you go through your internship, you will learn many skills
• Use and understand basic knowledge within the accounting/finance field
• Understand how to operate and use Deltek systems
• Understand how to prepare reports and analysis
Duties: Responsibilities will vary
• Assist with system configuration related tasks
• Verification and matching of transaction records
• Prepare reports and analysis
• Data Entry
• Other related duties as assigned
Required Skills:
• Must be currently enrolled in an undergraduate or graduate program in Accounting or
Finance
• Experience with Microsoft Office - skilled in excel
• Strong ethic and ability to work in a team environment
• Excellent written and oral communication skills
Desired Skills:
• Experience with Deltek and other related systems
• Experience in accounting field or majoring in accounting
Work Hours: Part Time - Vary according to individual
Location: Lakeland, FL - Polk County
2026 Operation Summer Analyst - Tampa, FL
Finance internship job in Tampa, FL
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
2026 Operations Summer Analyst
About MUFG
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's 10 largest financial institutions according to S&P Global. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. At MUFG, we strive to create an inclusive environment, where everyone's perspective is valued.
About Operations:
Our Operations for the Americas (Ops) group play a major role in MUFG's mission to become the world's most trusted financial group. Nearly 1,000 colleagues are embedded in every business to support the bank's internal functions.
The Operations team is one of the most multifaceted groups within the organization, with variable teams working on an extensive array of projects and engagement for the Bank. As an Operations Summer Analyst, you could have the opportunity to reconcile business transactions, track cash flow, provide services for special commodities and supply chain finance deals, manage loans, or plan/execute/monitor initiatives and projects on a global basis.
Join an Operations team where opportunities and internships can turn into full time work in Commercial Loans, Trade Services, Payments, Enterprise Services, Transformation, Regulatory & Governance, or Global Project Solutions. Come learn with us and shape your future!
Please see our placements below to learn about some of the different groups you could be a part of this year.
About the Internship
* Valuable Work Experience: Our 10-week summer program provides rising seniors and first year graduate students with hands-on experience and on-the-job learning within a high-paced banking environment. Summer Analysts work on projects and team assignments to build skills and technical expertise in the financial arena.
* Networking Opportunities: MUFG's Summer Analysts come from a wide variety of schools and backgrounds and are encouraged to collaborate with colleagues and senior leaders firmwide. Summer Analysts can meet and get to know our senior management as they broaden their understanding of the bank and its Operations and Technology functions.
* Engaging Summer Program: Summer Analysts participate in various summer program activities that offer professional development and business exposure. Our program also offers guided mentorship throughout the summer through an assigned program mentor.
* Explore Potential Roles and Functions: See first-hand what you thought you may want for a career is truly your passion. You'll not just watch the work, you'll participate. What a wonderful way to validate what you want to do for your next step.
Qualifications:
* GPA of 3.0 or above is preferred
* Must be graduating in Winter 2026 or Spring 2027 from an accredited college or university. Undergraduate students preferred
* MUFG will not hire individuals for internships or entry-level positions whose work eligibility is based on their F-1 or other student visa status
* Must be authorized to work in the United States on a permanent basis and would not require visa sponsorship now, or in the future
* Eager to use computer skills and strong proficiency in Excel to research solutions to client problems through resolution
* Exposure to process design/improvement, and/or change management disciplines and experience driving/supporting change initiatives is preferred
* Strong analytical and research skills
* Detail orientated
* Strong verbal and written communications skills
Locations. Please apply for the appropriate job posting for each location:
* Tampa, FL
* Tempe, AZ
Please see below for Placement Groups
Summer Internship Roles may include, but are not limited to:
* Commercial Loans: Member
* Commercial Loans: Agency
* Commercial Loans: Middle Office
* Enterprise Services: Internal Control Unit & Commercial Card Operations
* Enterprise Services: Productivity Enablers
* Payments: Data Analyst
* Payments: Payment, Capital Markets Risk, and Control Team Analyst
* Global Product Solutions: Deposits
* Global Product Solutions: Supply Chain Finance Analyst
* Trade Services: Business Solutions Team
* Transformation, Regulation and Governance
Please see below for Placement Groups
Summer Internship Roles Include:
* Commercial Loan Analyst: Member
* Individuals in the Corporate & Commercial Loan Reconciliation job function focus on accurate and timely reconciliation of commercial and corporate loans in the system of record. Responsibilities may include reconciling general ledger accounts; balancing bank-controlled demand deposit accounts (DDA); conducting monthly certification of general ledger balances in our system; of record monitoring and reporting on exceptions; and distributing exceptions to commercial loan processing teams.
* Commercial Loan Analyst: Agency
* Individuals in the Syndicated Loan Servicing focus on tracking and managing syndicated lending transactions, with the bank as serving as either an administrative agent managing information and cash flow between borrowers and lender banks or a lender in a syndicated transaction or a bilateral deal lending directly to a borrower. Responsibilities may include generating invoices, syndicate activity notifications, reconciling general ledgers; supporting the streamlining and automation of loan settlement and servicing; preparing, reviewing, and managing loan documentation; and processing and closing loans.
* Commercial Loan Analyst: Middle Office
The Corporate Banking Middle Office Analyst is broadly responsible for coordinating complex syndicated and bi-lateral credit lines, and letter of credit transactions for the Corporate Bank's lines of business. The Team works closely with the Relationship and Portfolio Managers, ensuring all required documents, reference data, and critical information are reviewed for operational feasibility, optimal execution mechanics, regulatory requirements and mitigation of operational risk. The team partners with various internal counterparties included but limited to Debt Capital Markets, Portfolio/Relationship Management, Loan and Agency Services, Finance, Legal and Trade Services.
* Enterprise Services: Internal Control Unit & Commercial Card Operations
* An internship within the Internal Control Unit offers a robust foundation of all of MUFG's Operations as we provide oversight of all business lines. Through meaningful work assignments, mentorship, and exposure to the operational backbone of MUFG Bank, interns will gain valuable insights and skills that extend well beyond the duration of the program. You will gain exposure to the daily operations related to general ledger reconciliations, commercial card settlements and accounting, and key process improvement initiatives for both teams. This role combines analytical work, practical application of regulatory standards such as GAAP principles, and interaction with multiple departments, making it an ideal steppingstone for a career in finance, audit, compliance, or operations management.
* Enterprise Services Analyst: Productivity Enablers
* Working with the Productivity Enablers team will provide the intern with the opportunity to gain experience in process discovery, data-driven analysis, and workflow optimization. They will also be exposed to how to bridge productivity and connectivity by standardizing tools and processes, leveraging analytics, and enabling near real-time insights-all core to the mission of operational efficiency and effectiveness. The project would include Discovery & Learning: Gaining an understanding of how the team operates and how their tools are used to support analysis. Analysis: Evaluate the effectiveness of a specific operational process by working directly with an operations / production team-to identify gaps or inefficiencies, gain hands-on understanding and cross-functional exposure. Process Improvement Plan: Recommend actionable enhancements to the selected process and develop a project plan. Implementation: Collaborating with Prod Enablers/Service Cloud Support, Business Intelligence, IT, and Governance teams to implement workflow improvements aligned with the operations digitization efforts.
* Payment Analyst: Data Analyst
* Data analysis in Operations will identify trends and opportunities for improvement within the Payment Operations organization. They will assist with process flows and help streamline existing processes to be more effective. Our summer interns will help monitor deliverables and projects related to risk and bank initiatives. This opportunity will be a valuable experience for any student pursuing a career in the financial services industry.
* Payments: Payment, Capital Markets Risk, and Control Team Analyst
* In this role, the Analyst will have the opportunity to interact with colleagues within Americas Risk Management and the Lines of Business and Products Owners while rotating through activities in their assigned area of a given risk discipline. With the goal of learning the components of the MUFG Risk Framework and how it is implemented within the Bank to effectively assess, monitor, and control risk. This includes risk and control reporting, risk awareness execution, control uplift, and issue management
* Trade Finance Summer Analyst: Business Solutions Team
* This Summer Analyst position will provide an excellent opportunity to gain exposure to developing Business Analyst and Project Management skills, along with Trade Finance Product knowledge. They will assist in facilitating Business Analyst and Project Management activities for bank operations driven initiatives supported by the Business Solutions Team. Some of the project management responsibilities will include task creation, scheduling, resource management, progress monitoring, defect management and management reporting. Business analyst activities include business requirement gathering, operations workflow analysis, test planning, creation, scheduling, and execution. This opportunity will be a valuable experience for any student pursuing a career in the financial services industry.
* Operations Risk and Control Governance Analyst
* In this role, the Analyst will have the opportunity to interact with colleagues within Americas Risk Management and the Lines of Business and Products Owners while rotating through activities in their assigned area of a given risk discipline. With the goal of learning the components of the MUFG Risk Framework and how it is implemented within the Bank to effectively assess, monitor, and control risk. Assist the team in pulling data for reporting, documenting the processes the team is taking on, and assist with RCSA QA work, issue management, and metrics.
* Global Project Services: Deposits
* In this role, the Analyst will have the opportunity to gain knowledge in all aspects of the GPS Deposit Support role. They will have the opportunity to work with colleagues in the Transaction Banking division. The Business Analyst will assist with tasks for ongoing projects, which may include business requirement gathering and testing. They will also assist the team in pulling data to troubleshoot issues, using the Business Objects application. This is a great opportunity to learn about various products and services offered at MUFG.
* Global Project Services: Supply Chain Finance Trade Analyst
* This position will immerse the candidate in our Supply Chain Finance business and help gain an end-to-end understanding of our SCF business. They would work closely with the various business units and gain in-depth knowledge of our business strategy, bank applications, product services, and process improvement initiatives. This candidate would also directly support current application testing needs, including coordination with IT and project documentation. They would also support the operations department with real time analysis, troubleshooting, and support coordination of any production issues, including root cause documentation. This is an excellent opportunity to gain valuable experience in this rapidly evolving aspect of the financial services industry.
* Transformation, Regulation and Governance
* This position will be divided ~50% between 2 key initiatives in the Governance department: Technical Writer and Governance Analyst. Acting as a Technical Writer, the intern is responsible for developing, revising, and maintaining procedure documentation. This position works with the business units and cross-functional teams to write clear and concise technical documentation that aligns with business practices, and conforms to all legal, regulatory and company standards. Acting as a Governance Analyst, they will work independently to solve data automation within the OGC report. This role will work with business intelligence and data analytics team and Governance subject matter experts to analyze, validate, interpret, and utilize data for consumption by business stakeholders to understand the business data needs and drive business process improvements.
The typical base pay range for this role is $30per hour depending on job-related knowledge, skills, experience and location. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
Auto-ApplyFinancial Advisor
Finance internship job in Tampa, FL
We are a fast-growing Tampa NW financial advisory firm seeking a Junior Financial Advisor to join our client-focused team. This role is client-facing and involves working with existing clients and closing warm inbound leads, cold calling required. Perfect for proactive, coachable advisors ready to grow in a supportive environment.
Key Responsibilities:
Manage and grow client financial portfolios
Close new business from warm leads
Present index annuities and other investment strategies
Conduct client reviews, portfolio updates, and retirement planning sessions
Maintain accurate records in CRM and financial software
Collaborate with senior advisors to deliver exceptional client experiences
Qualifications:
Series 65 license (required)
Florida 215 Insurance License (preferred)
Experience with Assets Under Management (AUM), especially index annuities
Up to 10 years of financial advisory experience
Strong communication and client relationship skills
Organized, efficient, and team-oriented
Benefits:
Paid time off + all major holidays
Medical, dental, and vision insurance
401(k) with employer match
Access to investment portfolios with no management fees
College Financial Representative, Internship Program
Finance internship job in Clearwater, FL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyFinancial Analyst
Finance internship job in Saint Petersburg, FL
Company: S.S. White Technologies Inc Location: 8300 Sheen Drive, St. Petersburg, FL 33709 Job Type: Full-time, Regular Business Hours: 8:00 AM - 4:30 PM, Monday - Friday Experience Level: 3+ Years of Experience Number of Openings: 1
Responsibilities:
Perform all financial functions associated with assigned Corporate Balance Sheet accounts, including month end closing, estimate and budgetary processes
Reconcile and analyze assigned balance sheet accounts
Perform certain expense allocations to divisions
Prepare year-end audit support
Provide financial and accounting guidance and support to various Corporate departments as needed
Perform variance analyses and prepare other ad hoc analyses as requested
Assist with special projects
Qualifications:
Minimum educational level: Bachelor's degree in Accounting or Finance, CPA is a plus
3+ years of experience in a corporate environment
Great sense of urgency and the ability to manage multiple deadlines and priorities
Great attention to detail
Ethical and responsible
Benefits:
A positive and family-oriented culture
Medical insurance, dental insurance and Long-Term-Disability insurance with company co-payment; Life insurance paid 100% by the company; Vision insurance.
401 (k) plan with company matching.
Work visa sponsorship.
Who are we? Our Company, S.S. White Technologies Inc., is an internationally renowned manufacturer of aerospace, automotive and orthopedic surgical tools. Founded in 1844, we are one of the oldest manufacturing companies in the United States. Our Company's products are displayed in Smithsonian. S.S. White products are used in 98% of aircraft flying today, numerous surgical instruments, cutting edge industrial applications, millions of automobiles, on the space station and have even gone to the moon!We are a privately-owned global company with manufacturing facilities in the US, UK, and India. Today, under the leadership of our President/CEO Rahul Shukla, S.S. White is known as the number one technological leader in the world for flexible shaft products.For more information about our Company and our culture: Coverage about Mr. Rahul Shukla, Fun things at S.S. White.
Our Team: We have a reputation for being an innovative, honest and progressive company that deeply cares for its employees. At S.S. White, we believe that our success is a testament to the commitment and excellence of our team. We are a group of hard-working, honest, ethical and fun-loving people. We believe in working hard and playing hard.
Are you the person we are looking for? Apart from the superb professional qualifications and the outstanding achievements, we are looking for fun-loving people with interesting hobbies. If you think you fit this profile, please write to an email. Tell us why we should hire you. Tell us something interesting about you that is relatively unique, something that shows us you are fun and interesting and an original thinker.
S.S. White is an EEOC compliant employer
Financial Advisor
Finance internship job in Tampa, FL
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Key Responsibilities
• Attend and engage in coaching and training led by the leadership team and established advisors.
• Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
• Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
• Schedule and conduct financial planning and advice meetings with clients and client prospects.
• Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
• Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
• Build a book of business as a stand-alone Ameriprise Financial advisor.
• If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
Required Qualifications
• 3+ years of work experience with a proven track record of success.
• Have a network of personal and professional contacts within the local area that you may engage for referrals.
• Showcase a background in building strong relationships and delivering superior client service.
• Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
• Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
• Ability to obtain required licenses within 150 days of hire:
o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines
Preferred Qualifications
• Four-year college degree, or equivalent
• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
• Willingness and desire to be part of a coaching relationship and peer learning environment.
• Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators
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
Auto-ApplyCase Management Intern
Finance internship job in Tampa, FL
Job Title: Case Management Intern
Department: Case Management
Reports To: Staff Member with a BSW of 2 years post experience or assigned supervisor
Intern Job Functions:
The Case Management Intern is for those seeking a bachelor's in social work or related field (Psychology). The intern will be placed within one of the programs under the Case Management or Community Based Programs such as, but not limited to First Hug, Housing and Employment, Family Support Center and/or Intake. Intern will assist with the daily functions of the department in which they are placed that are assigned by site supervisor such as, but not limited to: completing required assessments with clients for the designated program, complete all documentation on client interactions, and maintain client files. Interns will assess client's eligibility for other programs, resources, and shelter. Interns will also have the opportunity to learn about other Metropolitan Ministries Programs and be able to shadow and gain knowledge of these departments.
Essential Responsibilities:
All duties must be undertaken under the close supervision and guidance of the Case Management staff
Make ethical decisions by applying the standards of the NASW Code of Ethics
Become knowledgeable regarding departmental policies and procedures.
Complete all training as assigned by Internship Coordinator, on-site supervisor, and school requirements.
Complete pre-screenings, assessments particular to the program, and potential follow ups for clients being enrolled into the designated program
Assist with outreach clients as needed with screening for Metropolitan Ministries Programs.
Enter data and maintain case notes into the HMIS and other data bases as required, and ensures data required elements are up to date with real time information from intake clients.
Completes all required Metropolitan Ministries paperwork in a timely manner according to established deadlines.
Attend weekly supervision with site supervisor.
Participate and attend agency meetings as required
Update Site Supervisor of case load and client assignment needs.
Maintain case notes and histories for all assigned clients.
Keep confidential records according to the Code of Ethics.
Maintain professional boundaries.
Communicate schedule, and keep up to date with recording their hours in the proper database
Become knowledgeable of community resources and agencies.
Shadowing home visits with case manager in the community to assist in completing assessments, inputting notes, and maintaining files (First Hug)
Assist in creating monthly budgets with clients to help them achieve their savings goals (Housing)
Assist in reviewing online courses assigned to clients regarding financial wellness and housing readiness (Housing)
Requirements
Education and Experience:
Must be seeking a bachelor's degree in social work (or related field). Must be open to working with all ages and individuals experiencing homelessness. Must be willing and eager to learn about factors leading to homelessness, individuals with mental health/substance abuse issues and community resources.
Skill Requirements:
Must be able to work within a multi-disciplinary team framework; strong interpersonal skills; strong oral in written communication skills; dependability; demonstrates maturity and sensitivity to cultural and individual differences in clients served; ability to handle job related matters in a professional, diplomatic, and confidential manner; well organized and detail oriented. Must have basic interviewing & crisis management skills including, but not limited to suicide assessment & de-escalation.
Physical Requirements:
Hearing and speaking ability that allows for effective oral communication. Physical and emotional stamina to effectively handle job related issues and stress.
Financial Advisor - St. Petersburg, Florida
Finance internship job in Saint Petersburg, FL
Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
Depth & Scope:
* Experience selling investments and providing financial plans
* Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
* Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
* Ability to partner and promote lead generation
* Manages goals, prioritizes tasks and comfortable working in a fast paced environment
* Ensures all new & existing clients are provided with a planning experience
* Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts
* Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
* Implements and executes a differentiated service model/experience for TD Wealth clients
* Meets quarterly and annual sales goals
* Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience
* Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners
* Executes in thorough manner that is compliant with regulations, policies and procedures
* Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
* Ensures all Continuing Education requirements are attained
* Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
* Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
* Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed
* Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
* Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff
* Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm
* Represents TD Wealth to the general public in a professional manner
* Is involved in the community and support TDBG charity and community initiatives
Education & Experience:
* Bachelor's degree strongly preferred
* 2+ years of providing advice, planning and investment sales
* SIE, Series 7, Series 63 required
* Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals
* Advanced understanding of wealth products and services
* Strong verbal and written communication skills
* Strong organizational and time management skills
* Ability to travel within assigned market to meet prospects, clients and partners five days a week
* Ability to commute within assigned territory
* Strong understanding of wealth management business development techniques
* Strong understanding and experience interacting with retail and small business banking clients
* Consultative sales experience required
* Demonstrated ability to establish relationships and partner effectively with other departments
* Proven ability to achieve sales goals
Customer Accountabilities:
* Understands and supports the Bank's Customer Service Strategy
* Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
* Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
* Models quality service delivery at every interaction
* Leads and contributes to the ongoing improvement of the partner / Customer experience
Employee/Team Accountabilities:
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
* Participates fully as a member of the team and contribute to a positive work environment
* May provide leadership, training, and guidance to other team members
* Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
* Actively shares information and knowledge, and proactively learn from the expertise of other
OCC Language:
* This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
* Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
* Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Continuous
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Occasional
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Occasional
* Crawling - Occasional
* Climbing - Never
* Reaching overhead - Occasional
* Reaching forward - Occasional
* Pushing - Occasional
* Pulling - Occasional
* Twisting - Occasional
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyFinancial Representative State Farm Agent Team Member
Finance internship job in Riverview, FL
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
*This role requires biligual Spanish* Are you a highly motivated and customer-centric individual with a passion for sales and making a positive impact? Do you thrive in a fast-paced environment where your hard work is recognized and rewarded? Look no further! Jenn Rossmiller State Farm is seeking a Sales Representative to join our dynamic and successful team.
About Us:
At Jenn Rossmiller State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 20 years. Our commitment to providing exceptional customer service and comprehensive insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have access to an extensive range of insurance and financial products, allowing us to offer tailored solutions to our valued clients.
About Jenn Rossmiller
Local State Farm agent in Riverview, Florida
Providing Life Insurance in Tampa
Offering Auto Insurance in Brandon
Helping with Home Insurance
Assisting with Florida Business Insurance
Offering Health Insurance
Providing Renters and Condo Insurance
Helping with Boat and Motorcycle Insurance
Kid- & pet-friendly office!
Graduate of the University of South Carolina
Mother to an energetic daughter!
Married to a SUPER AWESOME STATE FARM AGENT!
Role and Responsibilities:
As a Sales Representative at Jenn Rossmiller State Farm, you will play a vital role in helping our customers protect what matters most to them. Your key responsibilities will include:
Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements.
Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement.
Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have.
Consultative Selling: Conducting comprehensive consultations with customers to identify their coverage needs and presenting suitable solutions in a clear and understandable manner.
Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply.
Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service.
Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients.
Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous.
Bilingual Spanish
Licensing
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
Health benefits
HOURS
8:30-5:00
Analyst - Finance
Finance internship job in Clearwater, FL
Job Title: Analyst - Finance Reports To: Manager - Store Finance Division: SalonCentric FLSA: Exempt About Us: SalonCentric, a subsidiary of L'Oréal USA, is the premiere distributor in the United States of salon professional products. Through its hundreds of stores, national field sales force and sub-distribution network, SalonCentric promotes the finest professional beauty brands and educates stylists on the latest products and trends.
Position Summary:
SalonCentric is looking for a Financial Analyst to support our OMNI Sales Channel. This position offers an opportunity to dive deep into financial operations, focusing on accounting, analysis, and reporting that drives strategic decisions. If you thrive in a fast-paced, challenging environment with opportunities for professional growth and development, and possess a keen eye for detail and strong communication skills, we encourage you to apply.
Position Responsibilities:
* Participate in the month-end close process.
* Support the development and consolidation of the annual budget and forecasting process.
* Provide oversight for key operational budgets.
* Conduct thorough variance analysis for assigned P&L accounts and cost centers, identify trends, investigate discrepancies, and provide actionable insights.
* Develop, maintain, and enhance financial reports and models to provide critical data and support strategic decision-making.
* Provide dedicated financial support and expertise to operating departments, helping them understand performance to achieve financial goals.
* Confidently present financial findings, analysis, and recommendations to senior leadership, clearly communicating complex information and insights.
* Maintain and enforce strong internal controls.
* Lead or contribute to special projects and ad hoc analyses as assigned.
* Collaborate effectively as a strong team player, contributing to a positive and productive Finance department culture.
Qualifications:
* Bachelor's Degree in Finance, Accounting, or a related quantitative field.
* Experience in financial modeling, planning, and analysis.
* Demonstrated proficiency with Microsoft Excel (e.g., pivot tables, VLOOKUPs, advanced formulas) and PowerPoint.
* Strong analytical and problem-solving skills with meticulous attention to detail.
* Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a dynamic, fast-paced environment.
* Excellent verbal and written communication skills, with the ability to present complex financial information clearly and concisely.
* SAP experience preferred.
* Retail experience a plus.
* Experience with PowerBI, SQL and Visual Basic a plus.
* Must have long-term authorization to work in the U.S.
Location:
5380 Tech Data Drive Clearwater, Fl 33760: The National Operating Center (NOC)
What's In It For You:
* Competitive base salary + bonus
* Competitive Benefit Package (Medical, Dental, Vision, 401K + match)
* Free Goods and Discounts for items under the SalonCentric and L'Oréal Brands
* Flexible Time Off (Paid Company Holidays, Paid Vacation, Volunteer Time, Summer Fridays & More)
* Learning & Development Opportunities for Career Progression
* Employee Resource Groups
* Access to Mental Health & Wellness Programs
Our Diversity and Inclusion Pillars
We are committed to developing an atmosphere where every member of our Beauty Community feels included, valued, and empowered, and where we can all share, learn, grow and thrive. We do this by supporting social, environmental and economic causes that support the entire professional beauty industry and our Beauty Community.
To learn more about the position and what the company is up to, please follow us on:
INSTAGRAM | FACEBOOK | YOUTUBE | TWITTER | PINTEREST | PERISCOPE
SALON CENTRIC IS AN EQUAL OPPORTUNITY EMPLOYER AND AFFORDS EQUAL OPPORTUNITY TO ALL APPLICANTS FOR ALL POSITIONS WITHOUT REGARD TO RACE, COLOR, RELIGION, GENDER (INCLUDING PREGNANCY), NATIONAL ORIGIN, AGE, DISABILITY, VETERAN STATUS, SEXUAL ORIENTATION OR ANY OTHER STATUS PROTECTED UNDER LOCAL, STATE OR FEDERAL LAWS.
Credit Intern
Finance internship job in Tampa, FL
Title
Credit Intern
Department
Credit
Job Status
Internship - Temporary
Compensation
$20/hr
Timeframe
Summer 2026, 10 weeks
May 18 through July 24
Holidays off: 5/25, 6/19
Schedule
30-40 hours per week, M-F 830am-5pm
Deadlines
Application period December 8, 2025 through January 9, 2026. Applicants selected for an interview will be notified Feb 9 - Feb 13.
Our Company
We build relationships- with each other, with our clients and with our community. At The Bank of Tampa, we are invested in you. By providing an inclusive, equitable and accessible environment, we learn from our differences and gain strength through the diverse perspectives and experiences of our workforce and our client base.
Since first opening in 1984, The Bank of Tampa has focused on serving Tampa Bay professionals and owner-managed businesses, which has given us an insight into our community that other banks simply cannot match. Our lenders and their teammates use their deep understanding of the area to help our clients establish professional, cultural and social ties that benefit their businesses, their families, and themselves. Our support teams further enhance those relationships by providing personalized service with each interaction. We are committed to providing the highest level of banking services while nurturing a strong and lasting professional relationship that contributes to our client's success.
Position Overview
A Credit Internship at The Bank of Tampa is a highly competitive program. This 10-week, paid summer program is designed to provide you with an opportunity to join our Credit Department where you will be given opportunities for active learning, while being introduced to the fundamentals of banking. An appointed mentor will guide you through the experience. You will be provided with meaningful opportunities to apply learned concepts and skills via real-world assignments.
Qualifications
Must be 18 years or older.
Recent college graduate or student entering their Junior or Senior year, pursuing a bachelor's degree in Accounting, Finance, Economics or business-related field from an accredited college or university.
GPA of 3.2 or higher.
Available to work all 10 weeks of the program.
We're proud to be a community bank rooted in local partnerships, and we love welcoming interns from nearby colleges and universities. Students from these schools will receive priority consideration; however, all qualified candidates are welcome to apply.
Attributes for Success
Strong oral and written communication skills
Analytical, organized and ability to learn quickly
High degree of curiosity and enthusiasm for learning
Collaborative spirit, upholds banks' ethics and protects clients' interest
High level of professionalism
Proficient in Microsoft Office Suite
What to Expect
First Day: Orientation, Welcome & Bank Overview
Week One: Shadowing and learning about other key roles throughout The Bank of Tampa, with opportunities to network with department leaders and executives.
8 Weeks dedicated to your assigned department. You will be provided experiences to gain practical business skills, how to deliver superior client service, and learn about bank processes and procedures.
Responsibilities:
Prepares all required financial spreads using the Abrigo system.
Completes global cash flows and assesses repayment ability on commercial loans.
Works to understand the consumer underwriting standards.
Shadows the credit operation team to understand the flow of credit documentation through the system.
Communicates effectively with all levels of Bank staff and tailors communication (e.g. content, style and medium) to diverse audiences.
Responds to client and co-worker needs in a timely and professional manner to accomplish daily tasks with minimal supervision while consistently meeting service standards.
During the final week, will prepare and present a summary of the internship experience to leaders and executive team members.
Last Week: Recap, review and sharing sessions. Additional opportunities for shadowing and learning about other key roles throughout The Bank of Tampa, with opportunities to network with department leaders and executives.
An onboarding advisor will greet and prepare you for your internship experience, be your point of contact for any questions you may have and will remain connected with you for future opportunities at the bank.
An assigned mentor will support and guide you throughout your internship.
Primary Duties and Responsibilities
Consistently delivers outstanding client service with a positive attitude and willingness to help at all times.
Follows all bank policies and procedures.
Willingness to ask questions.
Maintains a position of trust and responsibility by keeping all client business confidential.
Works in a team environment, interacting with co-workers and management in a professional manner.
Takes detailed notes during training, shadowing and observing and refers to them as needed.
During your last week, you will create a presentation that highlights your internship experience and share it with leaders and members of the executive team.
Our Way
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work.
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators
THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER
A DRUG FREE WORKPLACE
E-VERIFY EMPLOYER
Auto-ApplyFinancial Representative
Finance internship job in Nokomis, FL
Job DescriptionLaunch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nations largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
Were proud of the impact fraternalism makes. Its what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmens education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or youre just getting started, youll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Financial Analyst I - Tax
Finance internship job in Tampa, FL
Description
The Financial Analyst I - Tax supports the Treasury & Planning department with the following duties: assist with monthly sales and use tax review, annual corporate tax filings and other tax research and support, assist with real and tangible tax returns, analyze current and past financial data and performance; prepare financial reports and projections; analyze trends in financial performance and provides recommendations for improvement; other ad hoc financial modeling and forecasting. This role will also assist other Treasury & Planning functions, such as corporate budget planning, risk and insurance, and other strategic initiatives as time and workload permit.
Essential Functions
Provides input, analyses, calculations, etc. on tax-related aspects of forecasts and projections
Develops, implements and maintains comprehensive tax record keeping systems to ensure proper tax treatment for all transactions and assets, including treatment of leased and owned property.
Assists Senior Tax Specialist with the preparation, support and filing of tax returns and other tax-related documents and disclosures.
Assist as time permits with compilation of Seminole annual budget and long-term financial forecast
Assist as time permits with annual renewal for Seminole's insurance portfolio and other risk responsibilities
Assist as time permits with implementing policies, procedures and internal controls, ad hoc reporting and other administrative duties
Maintain documentation and records of financial transactions and monitors compliance with covenants, terms and conditions
Perform other duties as applicable to the position or as assigned.
NERC Compliance: Performs NERC Compliance Program roles if/as designated in Seminole's Standard Ownership Matrix (SOM) including ongoing evidence retention in “audit-ready”. You should also be familiar with Seminole's Enterprise Internal Compliance Program (ENT-GCD-RGC-EP-054) to further your understanding of Seminole's compliance program and the context of your duties and responsibilities attendant to your designation in the SOM.
Qualifications and Education Requirements
Bachelor's degree in accounting, finance, or business equivalent. Training in financial management or an advanced accounting or finance degree is desirable. Electrical utility or related industries experience preferred.
Core Competencies
: Adaptable, Collaborative, Conscientious, Critical-Thinking, Outcome-Driven and Professional
Technical Competencies/Skills
:
Educational course completion in: financial accounting and reporting, cost accounting, federal income taxes, audit
Federal, State & Local Tax Laws & Regulations
Accounting principals
Financial Modeling
Budgets and reporting
Financial analysis, planning & forecasting
GAAP, RUS, and FERC accounting standards
Industry benchmarking
Proficient with Microsoft Office applications
Soft Competencies/Skills
:
Effective verbal/nonverbal, listening and written communications
Analytical
Planning and organizing
Problem analysis & diagnostic information gathering
Attention to detail
Coordination / team collaboration
Strategic thinking
Physical Requirements
Must be able to follow established protective measures including wearing required personal protective equipment (PPE). Must possess a valid driver's license and acceptable Motor Vehicle Report.
Working Conditions
Some travel and work outside of normal business hours. While working in certain areas of the plant there is the potential for exposure to hazards typical of an industrial working environment.
“
Disclaimer - Management may modify this job description at any time and may require the performance of additional duties,
or modification of physical requirements, with or without advance notice.”
Auto-ApplySummer Analyst
Finance internship job in Saint Petersburg, FL
About the job Headquartered in St. Petersburg, Florida, the Dynasty Financial Partners team powers the back and middle office of independent financial advisors within the wealth management industry. Summer Analysts will be assigned to support one or two of Dynasty's business units: Transitions, Relationship Management, Talent/HR, Legal/Compliance, Marketing/PR, Operations, Investments, Technology or Finance.
Dynasty Financial Partners works exclusively with a select group of truly independent RIAs to help them better serve their clients and grow their business and enterprise value. We are a premier WealthTech platform for independent financial advisors giving them the freedom, flexibility, and control to better serve their clients.
We enhance our Network firms' enterprise value and accelerate growth through our proprietary core service model that provides complete middle and back-office support. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business as well as M&A support to firms looking to grow inorganically or to plan for succession.
Dynasty Summer Analyst Program
* Duration of program: June 1st - August 7th
* Exact responsibilities will vary based on business unit assignment
* Business unit assignments will be based on a combination of interview feedback, business needs, and the individual candidate skills/interests
* Summer Analysts will report to the Chief of Staff, as well as the head of the business units to which they are assigned
Requirements
Successful candidates will have the following:
* Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint.
* Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment.
* Excellent communication skills, ability to work with clients closely and effectively.
* Detail-oriented and thorough in completing projects/tasks
* Intellectual curiosity and critical thinking skills
* Self-starter, must have the initiative and ability to complete tasks with minimal supervision
At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.
EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
College Financial Representative, Internship Program
Finance internship job in Lakeland, FL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyCredit Intern
Finance internship job in Tampa, FL
Title
Credit Intern
Department
Credit
Job Status
Internship - Temporary
Compensation
$20/hr
Timeframe
Summer 2026, 10 weeks
May 18 through July 24
Holidays off: 5/25, 6/19
Schedule
30-40 hours per week, M-F 830am-5pm
Deadlines
Application period December 8, 2025 through January 9, 2026. Applicants selected for an interview will be notified Feb 9 - Feb 13.
Auto-ApplyFinancial Representative
Finance internship job in Bartow, FL
Job DescriptionLaunch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nations largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
Were proud of the impact fraternalism makes. Its what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmens education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or youre just getting started, youll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.