Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
Finance internship job in Seattle, WA
About the Company
Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals.
About the Role
As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their goals towards financial security, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential.
Responsibilities ---
As a successful Financial Advisor, YOU are:
Able to build strong relationships and develop a trustworthy network
Eager to learn and continue learning beyond the sponsored licensing and knowledge of Northwestern Mutual financial products, as well as uncover market trends with full support from our Training and Development Team
Ready to influence and help others by presenting clients with an integrated financial plan developed by our secure Financial Planning Team
Excited to take ownership of your business's development and manage your process with flexibility and unlimited income potential
Must be available to work in Seattle.
This is an opportunity to Build a Business for Yourself, but Not by Yourself
Benefits of Working with Northwestern Mutual:
· Medical - High deductible and traditional co-pay plans available
· Dental, Vision & Flexible Spending Accounts available
· Retirement Package and Pension Plan funded by Northwestern Mutual
· Life Insurance and Disability Income Insurance
· 100% paid licensing, business coach, branding and marketing team
· Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial Advisors are compensated through commissions, renewals, and bonuses. (A
verage uncapped annual earnings of $70K-$250K+ as company average for representatives in the first 3 years
)
· Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists
· Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life.
· LGBTQ+ gender health services and transgender care
· Study groups for insurance licensing, SIE, Series 6, Series 63
· Flexible work schedule & time off
Required Skills
Strong relationship-building skills
Willingness to learn and adapt
Ability to present integrated financial plans
Entrepreneurial mindset
Accolades, Ratings and Assessments:
Northwestern Mutual is consistently named one of “America's 50 Best Companies to Sell For” by Selling Power Magazine.
Received the highest available ratings for financial strength awarded to any life insurer from the four major rating agencies: Standard & Poor's, Moody's Investors Service, Fitch Ratings and A.M. Best.
Honored as one of the “World's Most Admired Companies” in the life insurance industry according to Fortune Magazine.
Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career.”
Financial Analyst
Finance internship job in Everett, WA
We are seeking a detail-oriented Financial Analyst I to support the Program Accounting Department with monthly network payments, accruals, financial reporting, and data analysis. This assignment requires someone who can independently manage their workload, work with large datasets, and deliver accurate financial reporting under tight deadlines.
Responsibilities
Financial Analysis & Reporting
Prepare, analyze, and reconcile monthly network payments and accruals.
Review and process monthly invoices and accruals to ensure accurate financial statements and subscriber reporting.
Prepare and distribute weekly, monthly, quarterly, and annual financial reports.
Support month-end and year-end close processes, including journal entry preparation.
Data Management & Modeling
Analyze, review, and manipulate large datasets using database tools (Teradata, SQL, Microsoft Visual Studio) to calculate payments and provide insights.
Maintain, update, and design financial models, forecasts, and analytics reports.
Run financial data queries and support ad hoc report development.
Operational Support
Act as liaison between permitting, survey, and design departments for residential and commercial construction-related financial documentation.
Review invoicing to ensure proper rate code usage and compliance; approve, reject, or request additional documentation as needed.
Coordinate changes to existing reports and required submissions across departments.
Provide trend reporting and assist in process improvement and standardization projects.
Additional Duties
Research budget and forecast variances and communicate findings.
Participate in audits presented by networks and streamline tracking and research processes.
Perform ad hoc analysis, data summarization, and other duties as assigned.
Maintain regular, punctual attendance; may require nights, weekends, variable schedules, or overtime.
Qualifications
Education:
Bachelor's degree in Accounting, Finance, MIS, or equivalent experience.
Experience:
1-3 years of relevant financial analysis or accounting experience.
Experience in industry or public accounting preferred.
Technical Skills:
Strong analytical skills and ability to manage large datasets.
Proficiency with Essbase and Oracle.
Strong knowledge of database tools: Teradata, SQL, Microsoft Visual Studio.
Advanced skills in Microsoft Excel, Word, and Outlook.
Soft Skills:
Strong written and verbal communication skills.
Ability to work independently and exercise sound judgment.
Detail-oriented with strong organizational skills.
Finance Analyst Intern 1- Kiewit Bridge and Marine District
Finance internship job in Seattle, WA
Job Level: Internship Home District/Group: Kiewit Bridge Marine District Department: Operational Finance Market: Transportation Employment Type: Full Time Temporary Are you interested in helping be responsible for the business management of projects ranging from $1 million to $4 billion? How about taking part in key forecasting and accounting practices? If this is something that interests you, Kiewit is looking for individuals who can make a profound impact on our company culture every day!
The Finance Analyst Intern role is focused on supporting a project in accounting and finance related functions. Each project at Kiewit is run like a small business, with the Financial Analyst Intern concentrated on critical tasks such as cost control, payroll, accounts payable/receivable, human capital management, and compliance. This position will become skilled executing processes and utilizing tools related to different types of cost and revenue components such as labor, construction equipment, materials, and subcontracts. The Finance Analyst Intern will be an integral part of the month end close out process, and assist with preparing a financial reporting package for project management.
At Kiewit, the scale of our operations is huge. Our construction and engineering projects span across the United States, Canada and Mexico, improving and connecting communities with every initiative. We depend on our high-performing operations support professionals - they're the glue that holds multiple areas of the business together and the catalysts that make things happen. We hire only the most driven people and we offer them diverse career opportunities, strong leadership and mentorship, rewarding, collaborative work, and responsibility they won't find just anywhere. We're always pushing new limits. You can too.
District Overview
Kiewit's Bridge & Marine District, headquartered in Vancouver, Washington, operates with heavy civil, marine, and industrial capabilities across North America. We are a leader in technical and traditional bridges, bridge like structures, marine structures, and dredge work. Kiewit Bridge & Marine is also the foremost constructor of floating bridges across the United States. If you want to build iconic bridges, this is the district for you!
Location
One of the many things that makes Kiewit's culture unique is that we go where the work is, which exposes your career to abundant opportunities. We relocate our teams based on the work that is available, combined with the development plans, skill sets and career goals of each team member. This means your Kiewit adventure is custom designed to meet our shared needs. Job assignment location will be determined closer to your start date.
Responsibilities
* Recognizes the importance of being a team player by adapting to project needs and helping in other areas as needed
* Fosters relationships with the Operations team and shows a willingness to learn about the work
* Understands the payroll and HR process workflow, and masters the systems used to properly hire, transfer, terminate, and pay all employees
* Comprehends how goods are purchased, invoices are received and paid, and maintains purchasing workflow internal controls
* Demonstrates understanding of the accounts payable process workflow and is able troubleshoot payment or vendor issues
* Understands intercompany and client billing process workflow, importance of timely and accurate billing documentation, and the effects of timeliness on cash management
* Ensures that all cost and cost adjustments are reviewed for accuracy to meet company standards and accounting rules
* Reviews costs, quantity claiming, budget structure and exception reports and makes appropriate corrections to ensure accurate reporting for management
* Identifies, adjusts, and reviews forecast and budget issues with the cost report to confirm proper recognition of cost and revenue
* Displays first-rate customer service skills - maintains a positive attitude and always willing to offer a helping hand to other team members
* Maintains highly organized work environment, understands importance of time management, and communicates in a clear, concise and effective manner
* Follows the Corporate Compliance Program and works in conjunction with the compliance department to implement all EEO and labor laws at the project level
Qualifications
* Pursuing Bachelor's degree in Accounting, Finance, Economics, Statistics, Business Management, and/or equivalent degree
* Minimum GPA of 3.0 or above
* Ability to relocate anywhere in the country
* Working knowledge of Microsoft Excel, Word and Outlook
* Travel and/or relocation may be required for this position (up to 50%)
* Experience working with Pivot Tables, V-Look Ups, and other key excel functions is preferred
* Effective communication (both oral and written), organization and interpersonal skills.
* Good attention to detail with the ability to recognize discrepancies
* Positive attitude, eagerness to learn, and passionate for continuous improvement
* Must be able to freely access all parts of a construction site in wide-ranging climates and environments
* Ability to work independently, as well as part of a team.
* Ability to work in the United States without sponsorship, both now and in the future
* Must have a valid Driver's License
Other Requirements:
* Regular, reliable attendance
* Work productively and meet deadlines timely
* Communicate and interact effectively and professionally with supervisors, employees, and others individually or in a team environment
* Perform work safely and effectively. Understand and follow oral and written instructions, including warning signs, equipment use, and other policies.
* Work during normal operating hours to organize and complete work within given deadlines. Work overtime and weekends as required.
* May work at various different locations and conditions may vary.
Base Compensation: 20.00 - 24.50
(Actual compensation is subject to variation due to such factors as education, experience, skillset, and/or location)
This posting will be active from: 12/08/2025 - 01/30/2027
We offer our fulltime staff employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off.
We are an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
Investment Banking Intern (Spring 2026)
Finance internship job in Seattle, WA
About ComCap Holdings
ComCap is a premier boutique investment bank focused on the intersection of commerce and capital, with a key focus on the internet, software, and disruptive consumer companies.
During the Internship Program, Interns will develop skills, build a network, and gain direct experience with investment banking. Interns will be working directly with execution and support teams in carrying out mergers, acquisitions, divestitures, and financing assignments.
Role Qualifications
Junior, or Senior standing at the US or Canadian University with a 3.5 GPA or above.
Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses, and perform valuation analyses.
Financial modeling experience in Excel, basic or better PowerPoint skills.
Self-driven, detail-oriented, and able to produce large amounts of high-quality work products in a short period.
Strong written and verbal communication skills.
A strong academic record from a leading undergraduate program is required.
Entrepreneurial streak.
Work authorization in the US.
Interns are expected to work full-time (estimated 40 hours a week), in a fast-paced, demanding work environment that offers the chance to learn and grow professionally.
Role & Responsibilities
Interns can expect a fast-paced, demanding work environment that offers the chance to learn and grow professionally. The day-to-day activities of Interns vary but include financial analysis and modeling, company and industry research, participating in the development of client presentations, and interactions with senior bankers and clients.
Check with your school's Internship Coordinator BEFORE accepting the hiring offer to determine if this position satisfies the criteria for receiving academic credit.
How to Apply:
Please submit the following to ************************
Subject: First Name Last Name - CV / Position Applied for
Given Name
Last Name
Email
University
Expected Graduation Date
Major Field of Study
Resume/CV
Academic Transcript
Why do you want to intern at ComCap?
How many hours can you commit to the internship?
Visit our career page at ***************************** for more information.
Easy ApplyFinancial Analyst: Finance Rotation Program Internship Opportunities
Finance internship job in Redmond, WA
Come build community, explore your passions and do your best work at Microsoft with thousands of University interns from every corner of the world. This opportunity will allow you to bring your aspirations, talent, potential-and excitement for the journey ahead.
As a **Finance Rotation Program (FRP) Financial Analyst Intern** , you'll learn how to perform financial analysis from full-time professionals at Microsoft. This unique opportunity will get you involved in the dynamic high-tech space solving problems using best-in-class financial tools including the latest productivity tools powered by AI. You'll also be able to explore one of many areas of Microsoft Finance: Financial Planning and Analysis, Treasury, Capital Markets, Sales and Marketing, Finance, Accounting, or any one of the many product groups such as Office, Xbox or many others. The FRP Internship is the primary pipeline into the early career Finance Rotation Program. Financial Analyst Interns will be considered for admission into the full time Finance Rotation Program (FRP) after completing their degree.
At Microsoft, Interns work on real-world projects in collaboration with teams across the world, while having fun along the way. You'll be empowered to build community, explore your passions and achieve your goals. This is your chance to bring your solutions and ideas to life while working on cutting-edge technology.
Microsoft's mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.
**This internship is for Redmond Washington and will be onsite summer 2026.**
**Responsibilities**
+ Applies financial acumen to, and contributes to analytics of present and future financial performance of various products, segments, key performance indicators (KPIs), or other businesses with oversight from team members.
+ Learns about and assists in the execution of forward-looking analyses with oversight from team members. Completes preliminary analyses to support preliminary and adjusted forecast cycles as appropriate.
+ Responds to ad-hoc requests from team members and peers to identify critical information and analyze financial data to support decision-making.
+ Understands and supports processes through engagement with internal and external stakeholders.
+ Learns about and proposes recommendations for improvements to current methods used in collecting data, and creating reports. Learns how advanced technology is leveraged in Finance and across Microsoft to provide greater depth of analysis.
+ Learns about and ensures compliance with company policies, legal standards, and regulatory requirements by reviewing and monitoring the accuracy of financial documents and business processes with oversight from team members.
+ Embody our culture (*************************************************** and values (******************************************************* .
**Qualifications**
**Required Qualifications**
+ Currently pursuing a Bachelor's or Master's Degree in Business Administration, Accounting, Finance, Economics, Data Science, or related field.
+ Must have at least 1 semester/term remaining following the completion of the internship.
+ Competency in Microsoft Office, especially in Excel (pivot tables, Macros, VBA, etc.)
**Preferred Qualifications**
+ Exposure to one or all of the following:
+ Conducting analysis in tools such as: Power BI /Tableau or other data visualization, SQL/R/Python or other programming/data science
+ Understanding of fundamental finance and accounting acumen including data modeling, data analytics, FP&A, forecasting, interpreting financial statements, and reporting
+ Incorporating AI into daily work to improve efficiency and quality
The base pay range for this internship is USD $24.23 - $37.92 per hour. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $33.46 - $43.46 per hour.
Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: ************************************************* .
This position will be open for a minimum of 5 days, with applications accepted on an ongoing basis until the position is filled.
Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance with religious accommodations and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations. (**************************************************************
Financial Services Intern
Finance internship job in Tacoma, WA
Who We Are is for currently enrolled TCC students only. If not currently enrolled as a college student please apply to the other listed positions and/or pools available on the TCC jobs/employment portal, thank you. * This recruitment is to establish an applicant pool for future vacancies. Individuals will be contacted as vacancies occur.
Tacoma Community College is a public two-year institution that serves a diverse population of approximately 14,000 students. We embrace our identity as a community college and strongly encourage applications from candidates who recognize and honor the important role that equity, diversity, and inclusion brings to an educational community. Our stated mission is to create meaningful and relevant learning, inspire greater equity, and celebrate success in our lives and in our communities. We are recognized nationally as an, Achieving the Dream "leader college" and our faculty are engaged in innovative work to improve student retention and program completion. According to the Community College Survey of Student Engagement, TCC ranks high on measures of active learning and academic challenge, thanks to our creative and scholarly faculty. We seek to recruit and retain a workforce that:
* Reflects the diversity of our community.
* Values intellectual curiosity and innovative teaching.
* Is attracted by the campus mission promoting equitable access to educational opportunities.
* Cares about student success and collaborates on strategies to facilitate success for underrepresented populations.
* Welcomes difference and models respectful interaction with others.
* Engages effectively with the community both within and outside of TCC.
Regional Setting
For information on Tacoma and the surrounding area: ************************************************
Position Overview
The Financial Services intern will assist the Financial Services office with the essential functions listed below. This internship works on a quarter-by-quarter basis.
Essential Functions
FINANCIAL SERVICES
* Learn about the General Ledger
* Learn how to prepare and review pivot tables with large amounts of data.
* Learn to analyze financial data.
* Learn about the Budget Process:
* Learn to correct/process budget errors and budget transfers
* Investigate budget issues
* Help the College community with budget questions
* Learn the Capital Projects Accounting Process
* Verify invoices
* Learn how to Prepare/analyze invoice reconciliations
* Learn how to prepare Capital draw documentation
Qualifications
Duties of the position required experience:
* Ability to use a computer; including Word Processing, Excel, PowerPoint, internet research, and email;
Required conditions of employment:
* Successful completion of a criminal history background check.
* Must be a current TCC student.
* Ability to follow oral instructions.
* Ability to get along well with others
Duties of the position require knowledge, skills and abilities:
* Ability to use Microsoft Word, Excel, PowerPoint, internet web browser, and email
* Ability to proactively build positive relationships, foster team unity at all levels of the college, and strive for positive interactions with individuals across the campus;
* Ability to work as part of a team and independently;
* An appreciation of diversity and the benefits of a commitment to cultural awareness and sensitivity in the workplace;
* Ability to establish and maintain positive and collaborative working relationships with students, colleagues, and staff;
* Engaging in critical self-reflection and growth; openness to feedback, change, and professional development;
* Ability to accept personal responsibility for the quality and timeliness of work, ability to learn from mistakes, and be proactive with identifying solutions to prevent future issues. Able to be relied upon to achieve excellent results with little need for oversight.
* Skill in building and maintaining internal and external customer satisfaction;
* Excellent customer service skills; including establishing, building and maintaining internal/external customer satisfaction.
* Identify and understand issues, challenges, and learning opportunities; be proactive and strategic with solutions;
* Ethics, integrity, and sound professional judgment;
* Communicate promptly and responsively to the needs of the department and college community; including communicating with supervisor, end customer and customer's manager about work order status.
* Maintain established standards of work, customer response and professional conduct in performance of the position duties;
* An understanding and willingness to follow applicable laws, regulations and other standards to establish and/or maintain a safe work environment.
* Ability to analyze and resolve problems.
Application Process
Application Materials
Complete application packages must include the following:
* Tacoma Community College online application.
* Resume.
Terms of Employment
These part-time student hourly positions are bound by the WAC 357-04-045provisions above. Scheduled to work up 16 hours per week and on a quarter-by-quarter basis. The facilities position work locations are the TCC main campus and Gig Harbor Campus. The salary is $20.00-$20.00 per hour. TCC Part-time hourly and student employees including work study students, willaccrueone hour of paid sick leave for every 40 hours worked. Hourly non-student employeesmay be applicable for comprehensive health care benefits package for you and your dependents includes medical, dental and vision insurance. Life and long- term disability insurance plansand retirement benefits are also provided. For more information, please visit our employment page/employment benefits:******************************************
Tacoma Community College values diversity and is an Equal Opportunity Employer and Educator. Tacoma Community College provides equal opportunity in education and employment and does not discriminate on the basis of race, color, national origin, age, disability, genetic information, sex, sexual orientation, marital status, creed, religion, or status as a veteran of war. Prohibited sex discrimination includes sexual harassment (unwelcome sexual conduct of various types). Provides reasonable accommodations for qualified students, employees, and applicants with disabilities in accordance with the Americans with Disabilities Act and Federal Rehabilitation Act. The following persons have been designated to handle inquiries regarding non-discrimination policies: Stephen Smith, Title VII and Title IX, Building 14, ************; Kathryn Held, Section 504 Officer, Student Affairs Administration Office at ************. This recruitment announcement does not reflect the entire job description and can be changed and or modified without notice.
Tacoma Community College
Human Resources
6501 S 19th St Bldg. 14, Tacoma WA 98466
*********************************
Private Investments Intern, Summer 2026
Finance internship job in Bellevue, WA
Cercano Management LLC (“Cercano”) is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as a family foundation. Cercano is based in Bellevue, WA, with offices in Minneapolis, MN, and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer. The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis and across multi-billion-dollar portfolios.
Cercano offers services for all aspects of a client's assets or family office. The team also has experience working with clients who have significant investments in non-financial assets on a global scale, such as fine art, professional sports teams, entertainment properties, intellectual property, commercial real estate, farmland, and personal residential estates.
POSITION MISSION
Cercano is hoping to identify an exceptional candidate who can assist the team with a variety of projects during the upcoming summer months, examples of which are listed below.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Work closely with the private investments team, helping analyze new investment opportunities in private credit and private equity.
Assist in building and maintaining company models, building diligence lists, taking call notes, and creating investment committee PowerPoint presentations.
Work on special research projects.
QUALIFICATIONS
To perform this job successfully, an individual must be capable of operating in a start-up environment and have a “can-do” attitude. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge, experience, skill, and/or ability
Excellent analytical skills including ability to work independently
Strong communication skills (written, verbal, and presentations)
Self-motivated and team oriented
Intellectual curiosity
Academic background or interest in business or finance.
Ability to operate within a fluid and flexible scope of responsibilities
Candidates entering their junior or senior year of studies (in the Fall academic year)
40 hours a week from 8am to 5pm in the Bellevue office
The ideal candidate is someone who considers themselves to be a curious, multi-interested and a thoughtful contributor, who is excited about the opportunity to step into a growing, dynamic financial firm. Previous experience with Excel and PowerPoint is a plus, as well as previous internship experience in Finance, Banking, or Investment setting.
Computer skills
MS Office (Word, Excel, PowerPoint, Outlook, and SharePoint) proficiency
Education/experience/certifications
Pursuing a Bachelor's degree in Business, Finance, Economics or a related field
SALARY RANGE: $25.00 per hour
Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.
Benefits:
Opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, Benefit.
Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.
Personal Financial Representative
Finance internship job in Seattle, WA
Salal Credit Union of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members at our First Hill location. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
* Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
* 1+ years of successful sales and customer service experience is desired.
* Ability to interact positively with co-workers, management, and the public.
* Ability to pair sales skills with a service mindset.
* Willingness to proactively sell our products and services.
* Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
* Competitive base salary of $19.98 - $27.97 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $23.00 - $25.50.
* Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
* Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
* 15 days of vacation.
* 12 days of sick time.
* 2 floating holidays per year (eligible for use after 90 days of employment).
* Paid holidays in accordance with the Federal Reserve calendar.
* Tuition reimbursement.
* 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
* Charitable contribution matching.
* Monthly transportation subsidy for employees that qualify.
* Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ************************************************
WORK SCHEDULE
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30am- 2:30pm on Saturdays.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at *******************.
Easy ApplyFinancial Analyst
Finance internship job in Redmond, WA
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
The IT Finance team for our Client is seeking a
Financial Analyst
that is an expert in Excel modeling and reporting functions. This team supports the company CIO's organization. You will be generating reports, creating forecast and budget templates, consolidating data.
On a daily basis you will be working on the journal entries, monthly reporting and hierarchy management. On a Quarterly basis you will be deeply involved in the budget cycle. During the fiscal year rollover you will be creating reports and forecast set up.
Qualifications
• Experience utilizing
internal financing tools
•
Reporting analytics
experience
• Enterprise-level experience would be ideal for sponsor
• 3-5 years of deep Excel, reporting and modeling experience, including experience with
Pivot Tables
and
Vlookup
formulas
• Planning and reporting experience (high tech is preferable to non-high tech roles)
• Full understanding of
PO
processing
Additional Information
To get further details on this or to be considered for this role please contact:
Blair Ballard
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Easy ApplySenior Financial Advisor
Finance internship job in Bellevue, WA
Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm's Core Values. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.
Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you!
Responsibilities:
Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving
Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service
Act as primary point of contact for clients and their other trusted advisors
Lead the preparation of assigned prospect proposals and client review presentations
Participate in all client review meetings and present/discuss cash flow models and advanced planning topics
Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed
Assist Advanced Planning Team with cash flow modeling for clients
Continually build strong relationships with assigned client families
Comply with all industry rules and regulations along with firm policies
Be a team player
Requirements
Bachelor's degree
Strong financial planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA
Series 65 or equivalent
CERTIFIED FINANCIAL PLANNER™, CFA , CIMA or other relevant designation
Experience with advanced planning techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance
Knowledge of fundamental estate planning tools and techniques
Experience delivering fundamental asset management tools and techniques
Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences
Excellent time management skills and follow-through
The ability to work closely with our clients' team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc.
Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction
Exceptionally high emotional intelligence, personal integrity, and accountability
Enthusiasm and aptitude for learning
A can-do, problem-solving attitude and a collaborative, warm and upbeat personality
Preferred Qualifications:
Experience providing advice or guidance to privately held business owners/families
Life and Disability Insurance license
Experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software
Benefits
Additional Details, Benefits, and Perks:
Full-time position / exempt status
Competitive salary and incentive bonus structure
Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
401(k): 100% company match up to 3% of your annual pay
Paid Time Off: Starting at 15 days per year, with PTO accrual program.
Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs.
Parking available
Wellness reimbursement
Regular team off-sites, events, including an annual team retreat
Access to Parcion Family Office Network vendors and preferred pricing discounts
Salary Range $185,000-$250,000
In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations.
11980 NE 24th St, Suite 210
Bellevue, WA 98005
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Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth's employees to perform their job duties may result in discipline up to and including discharge.
Auto-ApplyEngineering Financial Analyst
Finance internship job in Bellevue, WA
Who is Nexxen? Flexible advertising, unified by data. Nexxen empowers advertisers, agencies, publishers and broadcasters around the world to utilize data and advanced TV in the ways that are most meaningful to them. Our flexible and unified technology stack comprises a demand-side platform ("DSP") and supply-side platform ("SSP"), with the Nexxen Data Platform at its core.
Why join the Nexxen team?
With a global footprint, you can be part of a team that is transforming advertising through our creative, flexible and unified solutions. Employees hustle, commit and dedicate themselves to pillars that make up the Nexxen Way - the 3Cs - Customer Centric, Curious Mindset, Collaborative with No Ego.
Important Notice from Nexxen: Your Safety Matters
At Nexxen, we care about the well-being of our current and future employees. We are aware of the growing number of online scams and fraudulent job postings, and we urge all job seekers to remain vigilant. Please be advised that Nexxen will never request payment (whether in cash, cryptocurrency, or any other form) as a condition of employment, offer positions that require you to invest in vague or dubious financial schemes, or promote roles that resemble get-rich-quick opportunities. If you receive a suspicious message claiming to be from Nexxen or encounter a questionable job posting associated with our name, please contact us at ****************** to verify its legitimacy. Your trust is important to us. Stay safe and informed.
Nexxen Fraud Alert and Notice: Protect Yourself from Impersonation and Fraudulent Activity
Join our Production Engineering organization and become the financial architect behind our infrastructure decisions. This is a high-visibility role where your analysis directly influences millions of dollars in technology investments and shapes the cost structure that enables our global scale. You'll partner directly with the VP of Production Engineering and technical leadership to transform complex hybrid cloud and on-premises infrastructure decisions into clear financial insights. From multi-cloud optimization to data center expansion trade-offs, your models and recommendations will drive strategic choices that impact both our bottom line and our ability to serve customers reliably at scale. This role offers exceptional growth potential, with a clear progression path toward senior strategic positions and the opportunity to build and lead our infrastructure finance function as we continue scaling.
This role will be based in the New York, Bellevue or Redwood office. Our team follows a hybrid schedule, working in the office three days a week and remotely for the rest.
What You'll Do:
* Own Financial Planning & Analysis
* Build comprehensive financial models for Production Engineering's multi-million dollar budget across hybrid cloud (AWS, Azure, GCP), on-premises data centers, SaaS platforms, and CapEx investments
* Develop rolling forecasts with scenario planning for architectural decisions, capacity scaling, and cloud migration strategies Lead annual budgeting and quarterly reforecasting processes, integrating technical roadmaps with financial constraints
* Strategic Cost Analysis Conduct TCO and ROI analyses for critical infrastructure decisions: hybrid cloud vs. on-premises trade-offs, bandwidth optimization, and scaling strategies
* Drive cost optimization initiatives through cloud utilization reviews, SaaS audits, and infrastructure efficiency projects
* Model financial impact of reliability investments and integrate uptime SLAs into business case development
* Reporting & Cross-FunctionalPartnership
* Create executive dashboards and reports using SQL, Tableau/Looker, Jira, and ERP systems for real-time cost visibility
* Partner directly with engineering leadership across US and Israel, serving as an embedded finance liaison for Platform Reliability, Infrastructure Engineering, and SRE teams
* Support procurement processes ensuring proper budget mapping and strategic alignment for all technology investments
What You Bring:
* Required Qualifications: Bachelor's degree in Finance, Accounting, Economics, Engineering, or related field
* 4+ years of experience in financial planning & analysis, strategic finance, or engineering finance roles
* Experienced in working with companies' who are hybrid cloud (Data Centers, Infrastructure, Network, and Cloud). Finance experience is a must
* Advanced financial modeling expertise, including scenario planning, TCO analysis, and complex cost structures.
* Strong SQL skills for data extraction, manipulation, and analysis from large datasets
* Proficiency with BI tools (Tableau, Looker, Power BI), project management platforms (Jira), and advanced Excel/Google Sheets modeling.
* Experience with ERP/FP&A systems (NetSuite, Hyperion, Adaptive, or similar)
* Exceptional communication skills with proven ability to influence technical leaders and present to executives
Highly Preferred:
* Hybrid cloud cost modeling experience with AWS, Azure, GCP, and on-premises infrastructure environments, SaaS licensing optimization, and contract management experience
* Prior experience in technology, AdTech, or infrastructure-heavy environments
* Familiarity with infrastructure monitoring tools (Datadog, PagerDuty, etc.)
* Scripting or automation capabilities (Python, R, or similar) for process improvement
* Professional certifications (CPA, CFA, MBA) demonstrating commitment to excellence
* Personal Attributes: Strategic mindset with exceptional attention to detail and accuracy
* Self-motivated and organized with the ability to manage multiple complex projects simultaneously
* Collaborative leadership style capable of influencing without authority across technical teams
* Adaptable and resilient in a fast-paced, high-growth environment with evolving priorities
* Ownership mentality with a track record of delivering results amid ambiguity
In support of pay transparency and equity, the minimum and maximum full-time annual base salary for this role in New York, Redwood or Bellevue is $130,000 - 165,000 the time of posting. While this is our reasonable expectation this is not a guarantee of compensation or salary, actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, education, certifications, responsibility, and geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location. We offer a variety of benefits including medical, dental, vision, disability insurance, 401(k), EAP, parental leave, discretionary time off, and company-paid holidays. The specific programs and options available will vary depending on the state, start date, and employment type. Our Talent Acquisition team will be happy to answer any questions you may have.
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For information about how we handle your personal information please view our Applicant and Candidate Privacy Notice
Associate Financial Advisor
Finance internship job in Edmonds, WA
Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor to join our team.
Responsibilities:
Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. Collaborate with clients to understand their goals and objectives.
Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. Conduct diligent follow-up after meetings to address any outstanding issues or questions.
Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations. Provide well-researched investment recommendations aligned with clients' objectives.
Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed about market trends and investment opportunities to provide informed guidance to clients.
Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate.
Qualifications:
Two to three plus years of experience as a financial advisor.
Series 7, Series 66, and Life & Health licenses required (or ability to obtain within three months).
CFP & APMA designation is a bonus.
Experience with MoneyGuide financial planning analysis software is a plus.
Strong interpersonal and communication skills.
Detail-oriented with excellent organizational and time-management abilities.
Salary Compensation and Benefits
Base compensation: $95,000-$115,000, commensurate with experience.
Exempt
Bonus opportunities based on performance.
Comprehensive benefits package including:
Paid Time Off (PTO) and paid holidays
Medical insurance (70% of premiums paid)
Dental and Vision insurance (50% of premiums paid)
401(k) plan with employer match
Group Life and Disability insurance
How to Apply:
If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success.
Join us in creating financial success for our clients while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new member to our private wealth advisory practice team!
Equal Opportunity Employer:
Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
Auto-ApplyFinancial Analyst
Finance internship job in Bellevue, WA
SUMMARY: The Finance Analyst is responsible for financial reporting to support the Foundation and its subsidiaries' internal and external stakeholders. The Financial Analyst will support management of various levels, including regional and national board of directors, grantors, and requests to provide accurate financial reports and analysis. The Financial Analyst will support the annual budgeting process and subsequent review and forecasting throughout the fiscal year. In addition, the Finance Analyst will work in collaboration with the Grants Manager, Controller, Director of Finance & Accounting, and all members of executive management as necessary.
PRIMARY DUTIES AND RESPONSIBILITIES:
Prepare, review and disseminate monthly, quarterly, annual and periodic financial information as requested by internal leaders and external partners, to include staff, management, board presentations and external inquiries.
Support the Controller with the monthly close process to include multi-layered reviews and support to ensure accurate financial reporting.
Facilitate the annual budget process and ensure completeness of expenses and support revenue projections and reporting.
Serve as a thought partner within the Accounting and Finance team to ensure accurate and timely financial information.
Complete certain account reconciliations monthly.
Serve as additional support to the accounting team to ensure backup and accurate segregation of duties.
Support technological changes and advancement to keep efficient and effective systems supporting the organization.
Develop tools and systems to provide critical financial and operational information to the Controller and Director of Finance and make actionable recommendations to the same on both strategy and operations.
Ensure internal consistency with financial reporting and the budgeting process as it pertains to changes and updates to the organizational structures of the Foundation and its subsidiaries.
Participate in a wide variety of special projects and compilation of special reports.
Communicate with co-workers, management, clients and others in a courteous and professional manner.
Conform with and abide by all regulations, policies, work procedures and instructions.
Performs other financial duties as assigned.
Financial Representative - State Farm Agent Team Member
Finance internship job in Kenmore, WA
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Salary
Health benefits
Requirements
Interest in marketing products and services based on customer needs
Organizational skills
Proactive in problem solving
Pride in getting work done accurately and timely
Ability to effectively relate to a customer
Bilingual - Korean required
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $55,000.00 - $115,000.00 per year
Ready to Launch Your Career?
We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! Come work with an energetic, fun team at Chris Jones - State Farm Agent!
About Our Agency
Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and National Quality Award
Additional languages spoken: Spanish and Mandarin
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplyFinancial Analyst
Finance internship job in Puyallup, WA
We are seeking a detail-oriented Financial Analyst I to support the Program Accounting Department with monthly network payments, accruals, financial reporting, and data analysis. This assignment requires someone who can independently manage their workload, work with large datasets, and deliver accurate financial reporting under tight deadlines.
Responsibilities
Financial Analysis & Reporting
Prepare, analyze, and reconcile monthly network payments and accruals.
Review and process monthly invoices and accruals to ensure accurate financial statements and subscriber reporting.
Prepare and distribute weekly, monthly, quarterly, and annual financial reports.
Support month-end and year-end close processes, including journal entry preparation.
Data Management & Modeling
Analyze, review, and manipulate large datasets using database tools (Teradata, SQL, Microsoft Visual Studio) to calculate payments and provide insights.
Maintain, update, and design financial models, forecasts, and analytics reports.
Run financial data queries and support ad hoc report development.
Operational Support
Act as liaison between permitting, survey, and design departments for residential and commercial construction-related financial documentation.
Review invoicing to ensure proper rate code usage and compliance; approve, reject, or request additional documentation as needed.
Coordinate changes to existing reports and required submissions across departments.
Provide trend reporting and assist in process improvement and standardization projects.
Additional Duties
Research budget and forecast variances and communicate findings.
Participate in audits presented by networks and streamline tracking and research processes.
Perform ad hoc analysis, data summarization, and other duties as assigned.
Maintain regular, punctual attendance; may require nights, weekends, variable schedules, or overtime.
Qualifications
Education:
Bachelor's degree in Accounting, Finance, MIS, or equivalent experience.
Experience:
1-3 years of relevant financial analysis or accounting experience.
Experience in industry or public accounting preferred.
Technical Skills:
Strong analytical skills and ability to manage large datasets.
Proficiency with Essbase and Oracle.
Strong knowledge of database tools: Teradata, SQL, Microsoft Visual Studio.
Advanced skills in Microsoft Excel, Word, and Outlook.
Soft Skills:
Strong written and verbal communication skills.
Ability to work independently and exercise sound judgment.
Detail-oriented with strong organizational skills.
Financial Analyst: Finance Rotation Program Internship Opportunities
Finance internship job in Redmond, WA
Come build community, explore your passions and do your best work at Microsoft with thousands of University interns from every corner of the world. This opportunity will allow you to bring your aspirations, talent, potential-and excitement for the journey ahead.
As a Finance Rotation Program (FRP) Financial Analyst Intern, you'll learn how to perform financial analysis from full-time professionals at Microsoft. This unique opportunity will get you involved in the dynamic high-tech space solving problems using best-in-class financial tools including the latest productivity tools powered by AI. You'll also be able to explore one of many areas of Microsoft Finance: Financial Planning and Analysis, Treasury, Capital Markets, Sales and Marketing, Finance, Accounting, or any one of the many product groups such as Office, Xbox or many others. The FRP Internship is the primary pipeline into the early career Finance Rotation Program. Financial Analyst Interns will be considered for admission into the full time Finance Rotation Program (FRP) after completing their degree.
At Microsoft, Interns work on real-world projects in collaboration with teams across the world, while having fun along the way. You'll be empowered to build community, explore your passions and achieve your goals. This is your chance to bring your solutions and ideas to life while working on cutting-edge technology.
Microsoft's mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond.
This internship is for Redmond Washington and will be onsite summer 2026.
Responsibilities
* Applies financial acumen to, and contributes to analytics of present and future financial performance of various products, segments, key performance indicators (KPIs), or other businesses with oversight from team members.
* Learns about and assists in the execution of forward-looking analyses with oversight from team members. Completes preliminary analyses to support preliminary and adjusted forecast cycles as appropriate.
* Responds to ad-hoc requests from team members and peers to identify critical information and analyze financial data to support decision-making.
* Understands and supports processes through engagement with internal and external stakeholders.
* Learns about and proposes recommendations for improvements to current methods used in collecting data, and creating reports. Learns how advanced technology is leveraged in Finance and across Microsoft to provide greater depth of analysis.
* Learns about and ensures compliance with company policies, legal standards, and regulatory requirements by reviewing and monitoring the accuracy of financial documents and business processes with oversight from team members.
* Embody our culture and values.
Qualifications
Required Qualifications
* Currently pursuing a Bachelor's or Master's Degree in Business Administration, Accounting, Finance, Economics, Data Science, or related field.
* Must have at least 1 semester/term remaining following the completion of the internship.
* Competency in Microsoft Office, especially in Excel (pivot tables, Macros, VBA, etc.)
Preferred Qualifications
* Exposure to one or all of the following:
* Conducting analysis in tools such as: Power BI /Tableau or other data visualization, SQL/R/Python or other programming/data science
* Understanding of fundamental finance and accounting acumen including data modeling, data analytics, FP&A, forecasting, interpreting financial statements, and reporting
* Incorporating AI into daily work to improve efficiency and quality
The base pay range for this internship is USD $24.23 - $37.92 per hour. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $33.46 - $43.46 per hour.
Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: **************************************************
This position will be open for a minimum of 5 days, with applications accepted on an ongoing basis until the position is filled.
Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance with religious accommodations and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations.
Finance Analyst Intern 1- Kiewit Bridge and Marine District
Finance internship job in Tacoma, WA
Job Level: Internship Home District/Group: Kiewit Bridge Marine District Department: Operational Finance Market: Transportation Employment Type: Full Time Temporary Are you interested in helping be responsible for the business management of projects ranging from $1 million to $4 billion? How about taking part in key forecasting and accounting practices? If this is something that interests you, Kiewit is looking for individuals who can make a profound impact on our company culture every day!
The Finance Analyst Intern role is focused on supporting a project in accounting and finance related functions. Each project at Kiewit is run like a small business, with the Financial Analyst Intern concentrated on critical tasks such as cost control, payroll, accounts payable/receivable, human capital management, and compliance. This position will become skilled executing processes and utilizing tools related to different types of cost and revenue components such as labor, construction equipment, materials, and subcontracts. The Finance Analyst Intern will be an integral part of the month end close out process, and assist with preparing a financial reporting package for project management.
At Kiewit, the scale of our operations is huge. Our construction and engineering projects span across the United States, Canada and Mexico, improving and connecting communities with every initiative. We depend on our high-performing operations support professionals - they're the glue that holds multiple areas of the business together and the catalysts that make things happen. We hire only the most driven people and we offer them diverse career opportunities, strong leadership and mentorship, rewarding, collaborative work, and responsibility they won't find just anywhere. We're always pushing new limits. You can too.
District Overview
Kiewit's Bridge & Marine District, headquartered in Vancouver, Washington, operates with heavy civil, marine, and industrial capabilities across North America. We are a leader in technical and traditional bridges, bridge like structures, marine structures, and dredge work. Kiewit Bridge & Marine is also the foremost constructor of floating bridges across the United States. If you want to build iconic bridges, this is the district for you!
Location
One of the many things that makes Kiewit's culture unique is that we go where the work is, which exposes your career to abundant opportunities. We relocate our teams based on the work that is available, combined with the development plans, skill sets and career goals of each team member. This means your Kiewit adventure is custom designed to meet our shared needs. Job assignment location will be determined closer to your start date.
Responsibilities
* Recognizes the importance of being a team player by adapting to project needs and helping in other areas as needed
* Fosters relationships with the Operations team and shows a willingness to learn about the work
* Understands the payroll and HR process workflow, and masters the systems used to properly hire, transfer, terminate, and pay all employees
* Comprehends how goods are purchased, invoices are received and paid, and maintains purchasing workflow internal controls
* Demonstrates understanding of the accounts payable process workflow and is able troubleshoot payment or vendor issues
* Understands intercompany and client billing process workflow, importance of timely and accurate billing documentation, and the effects of timeliness on cash management
* Ensures that all cost and cost adjustments are reviewed for accuracy to meet company standards and accounting rules
* Reviews costs, quantity claiming, budget structure and exception reports and makes appropriate corrections to ensure accurate reporting for management
* Identifies, adjusts, and reviews forecast and budget issues with the cost report to confirm proper recognition of cost and revenue
* Displays first-rate customer service skills - maintains a positive attitude and always willing to offer a helping hand to other team members
* Maintains highly organized work environment, understands importance of time management, and communicates in a clear, concise and effective manner
* Follows the Corporate Compliance Program and works in conjunction with the compliance department to implement all EEO and labor laws at the project level
Qualifications
* Pursuing Bachelor's degree in Accounting, Finance, Economics, Statistics, Business Management, and/or equivalent degree
* Minimum GPA of 3.0 or above
* Ability to relocate anywhere in the country
* Working knowledge of Microsoft Excel, Word and Outlook
* Travel and/or relocation may be required for this position (up to 50%)
* Experience working with Pivot Tables, V-Look Ups, and other key excel functions is preferred
* Effective communication (both oral and written), organization and interpersonal skills.
* Good attention to detail with the ability to recognize discrepancies
* Positive attitude, eagerness to learn, and passionate for continuous improvement
* Must be able to freely access all parts of a construction site in wide-ranging climates and environments
* Ability to work independently, as well as part of a team.
* Ability to work in the United States without sponsorship, both now and in the future
* Must have a valid Driver's License
Other Requirements:
* Regular, reliable attendance
* Work productively and meet deadlines timely
* Communicate and interact effectively and professionally with supervisors, employees, and others individually or in a team environment
* Perform work safely and effectively. Understand and follow oral and written instructions, including warning signs, equipment use, and other policies.
* Work during normal operating hours to organize and complete work within given deadlines. Work overtime and weekends as required.
* May work at various different locations and conditions may vary.
Base Compensation: 20.00 - 24.50
(Actual compensation is subject to variation due to such factors as education, experience, skillset, and/or location)
This posting will be active from: 12/08/2025 - 01/30/2027
We offer our fulltime staff employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off.
We are an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
Personal Financial Representative
Finance internship job in Bellevue, WA
Salal Credit Union of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members within our Bellevue Branch. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer, service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
Bellevue Branch Location: 1048 116th Ave NE, Suite 170, Bellevue, WA 98004
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
1+ years of successful sales and customer service experience is desired.
Ability to interact positively with co-workers, management, and the public.
Ability to pair sales skills with a service mindset.
Willingness to proactively sell our products and services.
Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
Competitive base salary of $19.98 - $27.97 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $23.00 - $25.50.
Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
15 days of vacation.
12 days of sick time.
2 floating holidays per year (eligible for use after 90 days of employment).
Paid holidays in accordance with the Federal Reserve calendar.
Tuition reimbursement.
401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
Charitable contribution matching.
Monthly transportation subsidy for employees that qualify.
Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ************************************************
WORK SCHEDULE
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30am- 2:30pm on Saturdays.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the Credit Union. Information about NMLS and registration requirements of registration can be found at: ********************************************************************* - *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at ******************* - mailto:*******************.
Easy ApplyCollege Financial Representative, Internship Program
Finance internship job in Bellevue, WA
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
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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
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$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)
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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.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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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-ApplyAssociate Financial Advisor
Finance internship job in Edmonds, WA
Job Description
Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor to join our team.
Responsibilities:
Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. Collaborate with clients to understand their goals and objectives.
Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. Conduct diligent follow-up after meetings to address any outstanding issues or questions.
Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations. Provide well-researched investment recommendations aligned with clients' objectives.
Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed about market trends and investment opportunities to provide informed guidance to clients.
Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate.
Qualifications:
Two to three plus years of experience as a financial advisor.
Series 7, Series 66, and Life & Health licenses required (or ability to obtain within three months).
CFP & APMA designation is a bonus.
Experience with MoneyGuide financial planning analysis software is a plus.
Strong interpersonal and communication skills.
Detail-oriented with excellent organizational and time-management abilities.
Salary Compensation and Benefits
Base compensation: $95,000-$115,000, commensurate with experience.
Exempt
Bonus opportunities based on performance.
Comprehensive benefits package including:
Paid Time Off (PTO) and paid holidays
Medical insurance (70% of premiums paid)
Dental and Vision insurance (50% of premiums paid)
401(k) plan with employer match
Group Life and Disability insurance
How to Apply:
If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success.
Join us in creating financial success for our clients while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new member to our private wealth advisory practice team!
Equal Opportunity Employer:
Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.