Finance internship jobs in Springfield, OH

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Financial Advisor
Edward Jones 4.5
Finance internship job in Columbus, OH
This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 3d ago
Internal Training Intern
Reynolds and Reynolds Company 4.3
Finance internship job in Dayton, OH
":"As an Internal Training intern, you will be responsible for assisting in both the day-to-day and long-term operations of the associate training department. This will include significant amounts of record updating, data entry, and class registration. You will also be responding to emails regarding internal training and classes and researching material for new course development. Additionally, you will assist with other projects and responsibilities as needed. ","job_category":"Internships and Part-time","job_state":"OH","job_title":"Internal Training Intern","date":"2025-11-20","zip":"45430","position_type":"Internship","salary_max":"0","salary_min":"0","requirements":"Strong organizational skills~^~Creative mindset to research new topics and material~^~Self-motivated","training":"","benefits":"At our Dayton office, you can take advantage of our great training programs and facility amenities, including an onsite dining facility offering complimentary breakfast and lunch, a fitness center, and an onsite medical center. We also offer a wide variety of sports and social leagues to participate in after work, along with volunteering initiatives through our Associate Foundation. Reynolds and Reynolds promotes a healthy lifestyle by providing a non-smoking environment. Reynolds and Reynolds is an equal opportunity employer. ","
$76k-97k yearly est. 24d ago
Finance & Accounting Intern (Summer 2026)
Scottsmiracle-Gro
Finance internship job in Marysville, OH
Here at Scotts Miracle-Gro there is no such thing as a typical day. Our culture is constantly energized by new and exciting growth opportunities and at a rapid pace. Below are details on an open job. If the role interests you and you would like to be considered we encourage you to apply!! The hourly rate for this position at Scotts/Hawthorne will generally fall between $20.00 - 20.00 per hour and is paid weekly. Scotts/Hawthorne will consider various factors in determining the actual pay including your skills, qualifications, experience, and geographical location. Here at Scotts Miracle-Gro there is no such thing as a typical day. Our culture is constantly energized by new and exciting growth opportunities and at a rapid pace. Every Associate plays an important role in providing innovative solutions for today's gardeners and growers and contributing new ideas to improve operations. In our company you need grit, it is what we were founded on over 150 years ago and is what keeps us growing. Regardless of your level in the organization there is a platform for your voice to be heard and the ability to influence change. Family, community and hard working values are weaved into all that we do. Come grow with us, where we develop and nurture the next generation of leaders. We are looking for Finance & Accounting Interns for the summer of 2026! Each Intern will work in one key area of the finance team below for the duration of the summer. Expectation is that the internship will be hybrid with 2-3 days in office in Marysville, Ohio (15-20 minutes north of the greater Columbus area) . Possible areas could include: Corporate Financial Planning & Analysis (FP&A) - Gain experience within SG&A financial analysis and corporate financial planning. Tasks include updating investor consensus models, cost center reporting, budget/forecast consolidation, peer and competitor benchmarking, and executive management reporting. Marketing/Brand Finance - Finance partner to Brand Marketing teams. Provide reporting on respective SBU and retailer performance. Analyze product lines/SKUs, build P&Ls for existing portfolios and new product launches. Supply Chain Finance - Provide financial support for Manufacturing, Distribution, Procurement Operations and Inventory Management. Create, update, and analyze financial reports. Collaborate within the supply chain finance team to complete monthly close, special projects and support budget and forecast activities. Hawthorne Finance - Work with the Hawthorne Finance team to learn about the hydroponics industry from a financial perspective. Tasks include category/item P&Ls, tracking sales performance, forecasting, modeling, month end close responsibilities, ad hoc requests, and collaboration with operators driving the business. Financial Reporting & Technical Accounting - Update policy, gather support, and organize/refine the workbooks that the reporting team uses to compose public documents. Interns in the executive financial reporting unit assist with the preparation and filing of all SEC Documents. Internal Audit - Assist the Internal Audit Team in planning, performing, and reporting on financial (SOX) and operational audits. Interns benefit from exposure to all levels of company management, the daily operations of the company, and to our external auditors. Investor Relations / Strategy - (MBA Student) - Assist with summarizing analysts reports, preparing for earnings calls, attending investor meetings and collecting data on the market and other trends on the IR. Oistenin to external earnings calls then summarizing them for executive and senior leaders, assisting general managers with industry assessments, competitive intelligence gathering and adhoc strategic projects. The ideal candidate will have a strong balance of quantitative analytical skills, creativity and business acumen. In addition, he/she will have demonstrated initiative, time management skills, flexibility and the ability to interact effectively with multiple business partners & functions. What we value: Strong written and verbal communication skills. Aids with the ability to work effectively cross-functionally within the organization Intellectual curiosity. Cares about the “why” behind their work. Flexibility & Adaptability. Open and eager to accept unexpected assignments and has the ability to quickly pivot and change course when needed. Driving Results. Desire to dive into the details of an assignment and accomplish given tasks. Finance Acumen. Ability to learn system and tool skills needed to complete tasks (i.e. SAP, Excel). Has general finance and accounting knowledge. What we offer: Peer to Peer Mentorship program that will provide feedback and guidance throughout the internship Well rounded internship experience that includes a variety of networking opportunities: Finance Case Study, VP Networking Event, Escape Room, and more Meaningful assistance to the company and the opportunity to learn new skills and add to your knowledge base. Ability to make connections throughout the finance organization by setting up touchbases within the department Not interested in this role? Stay up to date on future opportunities by joining our ScottsMiracle-Gro and Hawthorne Gardening talent communities. Scotts is an EEO Employer, dedicated to a culturally diverse, drug free workplace. EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Notification to Agencies: Please note that the Scotts Miracle-Gro company does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Master Service Agreement, and specific approval to submit resumes to an approved requisition, the Scotts Miracle-Gro company will not consider or approve payment regarding recruiter fees or referral compensations.
$20-20 hourly Auto-Apply 60d+ ago
2026 Finance - Local Government Summer Intern
Mid Ohio Regional Planning Commission 3.9
Finance internship job in Columbus, OH
The MORPC Local Government Summer Internship Program provides the opportunity for undergraduate and graduate students to obtain practical work experience with a local government within MORPC's 15-county region to prepare them for possible careers in public service. MORPC coordinates the recruitment and placement of students to match each host's request; hosts make the final hiring decision and provide an hourly wage. Interns work for a host for a minimum of 16 hours to a maximum of 40 hours per week for a 10- to 14-week period, which means there are both part-time and full-time positions available. The summer 2026 internship program will begin on May 12th and will end on August 14th. Interns gain applicable knowledge to enhance classroom learning by working with current government professionals throughout Central Ohio and acquire insights into the services provided by a regional planning commission. Interns also can attend monthly commission meetings as well as special MORPC-sponsored events and are paired with a MORPC staff member to serve as their mentor during the summer internship program. Previous Finance interns have gained experience using Microsoft Dynamics 365, Excel, CUBS, and other financial management software programs on the job. Specific past assignments include: Assisting with financial reporting, record keeping, and accounting relevant to local government in the form of invoices, payments, etc. Completing financial reconciliation projects, including the reconciliation of bank records and reconciliation for the purpose of grant reporting, budget analysis, and audits Conducting data analysis and participating in community outreach programs Creating a ratio analysis report showing the profitability of a city's divisions Providing administrative support, clerical assistance in office, and other duties as assigned Qualifications Students must meet the following requirements: 30 hours of completed college coursework Interest in public service careers GPA 3.0 or higher (preferred) Legally eligible to work in the United States Reliable transportation to and from work Attend a Central Ohio college OR attend other college and have access to local housing Benefits All MORPC internships are paid opportunities! Pay ranges between $15 to $20 per hour depending on the host. Additional benefits include practical work experience, mentorship, and exposure to services offered by a regional planning commission. Please apply online at ***************************** or you may mail a resume to: MORPC Attn: GA-6-26 111 Liberty St., Suite 100 Columbus, OH 43215 ************* No phone calls please.
$15-20 hourly 10d ago
Finance Intern
OTC Industrial Technologies 4.5
Finance internship job in Columbus, OH
Finance Intern (Summer 2026) Reports To: Finance The Finance Intern will support the Finance teams with day-to-day operations, analysis, and reporting activities. This internship provides exposure to corporate finance functions, including budgeting, forecasting, financial reporting, and process improvement initiatives. Key Responsibilities: * Turn numbers into insights through analytics and financial modeling * Assist with monthly reporting, budgeting, and variance analysis * Gather and validate data for financial models and business reports * Partner with cross-functional teams to streamline financial processes * Take part in real projects that impact business decisions * Jump in on ad hoc projects and see how finance connects to every area of the company Qualifications: * Currently pursuing a bachelor's degree in Finance, Accounting, Business, or a related field * Strong analytical and problem-solving skills (you enjoy finding the "why" behind the numbers) * Proficiency in Microsoft Excel and familiarity with financial systems * Organized, detail-oriented, and eager to learn * Excellent communication skills and a collaborative mindset What You Will Gain * Real-world finance experience that strengthens your resume * Opportunities to apply what you've learned in class to real business challenges * Mentorship and guidance from experienced finance professionals * Exposure to key business functions beyond finance * A fun, supportive, and team-oriented environment that values your growth. * An inside look at how a growing company makes financial decisions.
$29k-33k yearly est. 55d ago
Financial Planning & Analysis Intern
Hexion 4.8
Finance internship job in Columbus, OH
Imagine Everything. Build the Future with Hexion. At Hexion, we push boundaries, rethink possibilities, and create real impact. We activate science to deliver progress-developing breakthrough solutions that strengthen industries, protect communities, and drive a more sustainable future. This is where bold thinkers, problem-solvers, and innovators come together to shape what's next. Whether you're engineering advanced materials, transforming manufacturing technologies, or leading strategic innovation, your ideas and actions leave a lasting mark. We cultivate an inclusive culture of growth, collaboration, and accountability, ensuring every contribution propels us forward. We don't follow the status quo-we challenge it, disrupt it, and improve it. Every role at Hexion is part of something bigger. We invest in innovation, sustainability, and continuous development-equipping you with the tools, training, and opportunities to excel. With an unwavering commitment to safety, partnership, belonging, and impact, we empower you to lead change and strengthen industries worldwide. Your Future Starts Here. If you're ready to push limits, reimagine what's possible, and create the extraordinary, Hexion is where you belong. Anything is possible when you imagine everything. About the Program At Hexion, our interns are more than students - they are valued team members. As an FP&A Intern, you'll gain hands-on experience in corporate finance while working on projects that have real business impact. You'll receive mentorship from finance leaders, participate in professional development sessions, and present your project outcomes to senior leadership at the end of the program. This internship is designed to give you exposure to financial planning, forecasting, analysis, and decision support, preparing you for potential future opportunities at Hexion. Key Responsibilities As an FP&A Intern, you will: * Support the monthly forecast and annual budget process, including variance analysis and management reporting. * Assist with financial modeling and scenario analysis to support business decision-making. * Prepare and analyze KPI dashboards and performance metrics across business units. * Partner with cross-functional teams (Operations, Commercial, Supply Chain) to understand financial impacts of business activities. * Develop presentations and reporting materials for senior finance leadership. * Contribute to continuous improvement initiatives in financial reporting and planning processes. Who You Are * Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or Business Analytics. * Strong academic performance (GPA ≥ 3.0 preferred). * Advanced skills in Excel and PowerPoint; exposure to tools such as Power BI, SAP, or Hyperion a plus. * Excellent analytical, problem-solving, and communication skills. * Collaborative, detail-oriented, and eager to learn in a fast-paced environment. Preferred Qualifications * Prior internship, co-op, or project work in Finance or Accounting. * Familiarity with financial statements and basic corporate finance concepts. * Ability to manage multiple priorities and deliver on deadlines. What You'll Gain
$33k-37k yearly est. 13d ago
Lead Financial Advisor
Rebel Financial
Finance internship job in Groveport, OH
Why Choose Us Atrebel Financial, were not just another advisory firm were a movement to rebuild finance from the inside out. We believe that capitalism and conscience can coexist. As a Certified B Corporation, were proving that you can grow a thriving, profitable business while improving lives, empowering communities, and sharing success with the people who help build it. Were also on the cutting edge of technology: early adopters of AI, pioneers in delivering crypto investment advice, multi-custodian management, and developers of our own fintech solutions. Our team experiments with tools like VR/AR, automation, and data analytics to deliver an experience thats as modern as it is personal. Were also educators and advocates. From Freemium, our free service model for underserved communities, to our ESG, Halal, and impact portfolios, to Gold rebel, our comprehensive Financial Planning + Wealth Management service offering, we bring purpose to every portfolio and accessibility to every client relationship. Most importantly, were building a company with a true path to ownership one-third partner-owned, one-third employee-owned, and one-third cooperative in spirit. That means your contribution can translate into long-term equity, profit sharing, and leadership opportunities. If youre an experienced advisor who wants to do meaningful work, leverage cutting-edge technology, and grow with a firm thats redefining wealth management this is your next chapter. Position Overview TheLead Financial Advisor is a senior, client-facing role for an experienced CFP professional with 10+ years in financial planning and relationship management. Youll help drive our advisory growth strategy serving as both a trusted advisor to clients and a mentor to junior advisors and financial coaches. Youll also contribute to business development, operational improvement, and firm leadership initiatives. This position is ideal for someone who thrives at the intersection of strategy, service, and sales who loves helping people, improving processes, and building something lasting. Key Responsibilities Manage a book of high-net-worth and mass-affluent client relationships, delivering comprehensive, fiduciary financial advice. Oversee and mentor junior advisors, support advisors, and financial coaches. Partner with the investment management team on asset allocation, rebalancing, and portfolio strategy. Collaborate with operations to enhance workflows and improve the client experience. Lead or participate in business development initiatives, including networking, client acquisition, and referral cultivation. Contribute to firmwide process improvement, innovation, and technology adoption. Model leadership in client service, compliance, and company culture. Support and occasionally present at educational events, webinars, or client workshops. What Were Looking For Education: Bachelors degree required (Finance, Business, or related field preferred). Certification: CFP designation required. Experience: 10+ years of comprehensive financial planning and client-relationship experience. Skills: Proven success in sales, networking, and business development. Excellent communication and presentation skills. Strong analytical and problem-solving abilities. Collaborative leadership style with mentoring experience. Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.). Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary: $85,000 $150,000, depending on experience, client base, and leadership capacity. Advisors on the higher end of the range typically bring strong business-development experience, an existing client base, and/or proven leadership results. Additional Compensation: Performance Compensation: $10,000 $60,000+, tied to individual production, client growth, and firm contribution. Company Bonus: $5,000 $25,000+, based on firm performance and profitability. Enhanced Compensation: Advisors bringing an existing book of clients are eligible for additional transition bonuses and phantom-stock participation, leading to future equity opportunities. Benefits Include: 401(k) with company match Health, dental, and vision insurance Student loan repayment matching (up to $200/month) 529 savings matching (up to $200/month) Paid time off and sick leave Professional development reimbursement for continuing education and credentials Paid attendance at industry conferences and seminars Company-provided NAPFA membership for advisors Complimentary financial, estate, and tax-planning services Apparel and lifestyle program with premium company-branded attire Access to company Teslas for tenured employees (first-come, merit-based) Profit sharing and long-term equity potential Please check out our benefits on our Careers Site. Join Our Team! If youre a seasoned advisor ready to join a firm that values innovation, transparency, and purpose as much as performance, wed love to meet you. At rebel Financial, youll find more than a job youll find a platform to grow, lead, and own part of what you help create.
$60k-150k yearly 13d ago
2026 Finance - Local Government Summer Intern
Franklin County, Oh 3.9
Finance internship job in Columbus, OH
The MORPC Local Government Summer Internship Program provides the opportunity for undergraduate and graduate students to obtain practical work experience with a local government within MORPC's 15-county region to prepare them for possible careers in public service. MORPC coordinates the recruitment and placement of students to match each host's request; hosts make the final hiring decision and provide an hourly wage. Interns work for a host for a minimum of 16 hours to a maximum of 40 hours per week for a 10- to 14-week period, which means there are both part-time and full-time positions available. The summer 2026 internship program will begin on May 12th and will end on August 14th. Interns gain applicable knowledge to enhance classroom learning by working with current government professionals throughout Central Ohio and acquire insights into the services provided by a regional planning commission. Interns also can attend monthly commission meetings as well as special MORPC-sponsored events and are paired with a MORPC staff member to serve as their mentor during the summer internship program. Previous Finance interns have gained experience using Microsoft Dynamics 365, Excel, CUBS, and other financial management software programs on the job. Specific past assignments include: * Assisting with financial reporting, record keeping, and accounting relevant to local government in the form of invoices, payments, etc. * Completing financial reconciliation projects, including the reconciliation of bank records and reconciliation for the purpose of grant reporting, budget analysis, and audits * Conducting data analysis and participating in community outreach programs * Creating a ratio analysis report showing the profitability of a city's divisions * Providing administrative support, clerical assistance in office, and other duties as assigned Qualifications Students must meet the following requirements: * 30 hours of completed college coursework * Interest in public service careers * GPA 3.0 or higher (preferred) * Legally eligible to work in the United States * Reliable transportation to and from work * Attend a Central Ohio college OR attend other college and have access to local housing Benefits All MORPC internships are paid opportunities! Pay ranges between $15 to $20 per hour depending on the host. Additional benefits include practical work experience, mentorship, and exposure to services offered by a regional planning commission. Please apply online at ***************************** or you may mail a resume to: MORPC Attn: GA-6-26 111 Liberty St., Suite 100 Columbus, OH 43215 ************* No phone calls please.
$15-20 hourly 11d ago
Finance Summer Internship
Express 4.2
Finance internship job in Columbus, OH
About PHOENIX The PHOENIX Internship Program is a 10-week, paid program that offers rising Junior and Senior undergraduates and graduate students the opportunity to work with and learn from experienced professionals while gaining exposure to a multi-brand retail company. The internship program provides hands-on experience in an area of interest and cross-functional collaboration while developing valuable professional skills. PHOENIX Retail, LLC is a Direct-to-Consumer platform operating EXPRESS and BONOBOS in the United States. Grounded in a belief that style, quality and value should all be found in one place, ExpressBonobos is a menswear brand known for being pioneers of exceptional fit and a personalized, innovative retail model. Customers can experience our brands in over 400 Express retail and Express Factory Outlet stores, 50 Bonobos Guideshops, and online at *************** and **************** Spend your summer in style. The Summer 2026 Internship Program takes place from June 1st to August 7th. This internship is located at our Headquarters in Columbus, Ohio. What can you expect from the PHOENIX Internship Program? Workshops to develop professional skills Networking sessions with leaders Cross-functional intern collaboration on group project Group outings, social events and volunteer opportunities Location Name Columbus Corporate Headquarters Responsibilities What will you be working on this Summer? Work alongside Finance professionals and cross-functional partners Update and maintain weekly/monthly finance leadership and executive-level reporting Analyze business trends (sales, margin, and/or expenses) to assist Finance decision-making Present end-of-summer internship recap to senior finance leadership Here's what our 2025 Finance intern, Nidhi, had to say about her summer, “I worked on financial forecasting, reporting, and project-based tasks. It was valuable to learn technical skills and see how decisions are made day to day.” Curious what life as a PHOENIX intern looks like? Get a glimpse into a day in the life of previous intern Ellie. Requirements Available to: Work full-time (40 hours per week) Adhere to our four-days-in-office approach Commit to the entire 10 weeks of the program Availability to work full time (40 hours per week) and adhere to our four-days-in-office approach Preferred GPA at or above 3.2 Want to learn more? View our program guide and search #PHOENIXInterns on LinkedIn to see what last summer's internship experience looked like. Closing An equal opportunity employer, PHOENIX does not discriminate in recruiting, hiring or any other terms and conditions of employment hiring on the basis of any federal, state, or locally protected characteristic. PHOENIX only hires individuals authorized for employment in the United States. PHOENIX is committed to providing reasonable accommodation to individuals with disabilities. If you need an accommodation to search and apply for a job position due to a disability, please call ************** and say 'Associate Relations' or send an e-mail to ****************************** and let us know the nature of your request and your contact information. Notification to Agencies: Please note that PHOENIX does not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, PHOENIX will not consider or approve payment to any third-parties for hires made.
$30k-40k yearly est. Auto-Apply 60d+ ago
Financial Services Field Internship
Thrivent Financial 4.4
Finance internship job in Columbus, OH
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. We are seeking Field interns in various locations around the country. This internship will provide the opportunity to shadow seasoned financial advisors, participate in a robust training program with other interns, and support Thrivent's involvement through community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific programs, critical-thinking exercises, career-development best practices, marketing tactics and real-world training. Participate in a robust orientation and training program. Shadow financial advisors during client meetings, workshops, community events and daily work. Learn to prepare financial plans and analyses. Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms. Participate in team meetings that include weekly activity updates, new trends and concepts. Observe regional seminars and workshops. Attend virtual seminars with corporate employees to better understand the industry and the profession. Work with the Engagement Team to develop a strategy to integrate Thrivent's generosity programs. Collaborate with other interns to research and present a project, based on best practices in building a financial services business. Position Qualifications: College junior or senior working toward a degree in business, finance, marketing or related field. Strong technical computer aptitude and knowledge of business tools (MS Outlook, Word, Excel, PPT). Strong analytical and problem-solving skills; oral and written communication skills. Course Credit: Thrivent internships are available for course credit, but must be coordinated with your school administration. Pay Transparency Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$34k-40k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Retirement Planner
Golden Reserve
Finance internship job in Dublin, OH
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows (********************************************************** Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary : Retirement Planner (2-4 years of client selling experience) - $125,000, increasing to $175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $150,000, increasing to $200,000 in Year 2 Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation Prospects - you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads Benefits - Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: · Conversion : we deliver the leads - we expect you to win and convert them into clients · Service : provide excellent customer service to your existing clients · Commitment : we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (********************************** You can also learn more at ********************** Requirements We require: Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter Salary Description Starting at $150,000 base per yr plus incentives
$125k yearly 60d+ ago
Financial Systems Internship (Summer 2026)
Vertiv Holdings, LLC 4.5
Finance internship job in Westerville, OH
The Financial Systems Intern at Vertiv will support the Finance and IT organizations by assisting in the maintenance, improvement, and testing of financial systems and related processes. This internship provides a unique opportunity for students to gain exposure to system architecture, data governance, and the intersection of finance and technology within a global business environment. Key Responsibilities: * Assist in the maintenance and enhancement of key financial systems such as Oracle and EPM (Enterprise Performance Management). * Support system testing for upgrades, patches, and new implementations. * Help document financial system processes, data flows, and user guides. * Partner with cross-functional teams including IT, Accounting, FP&A, and Reporting to identify and resolve system-related issues. * Perform data validation and reconciliation to ensure system accuracy and data integrity. * Participate in user access reviews and system controls testing to support SOX compliance. * Contribute to process improvement projects by analyzing workflows and recommending enhancements. Qualifications: * Currently pursuing a Bachelor's or Master's degree in Accounting, Finance, Information Systems, or a related field. * Strong analytical, organizational, and communication skills. * Proficiency in Excel; familiarity with ERP or financial reporting tools is a plus. * Interest in financial technology, systems, and data-driven decision-making. * Ability to work independently and in a team environment. What You'll Gain: * Hands-on experience with enterprise-level financial systems. * Exposure to financial operations in a global public company. * Cross-functional collaboration and insight into systems governance and financial reporting. * Mentorship from experienced finance and IT professionals. The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities. OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion. OUR STRATEGIC PRIORITIES * Customer Focus * Operational Excellence * High-Performance Culture * Innovation * Financial Strength OUR BEHAVIORS * Own It * Act With Urgency * Foster a Customer-First Mindset * Think Big and Execute * Lead by Example * Drive Continuous Improvement * Learn and Seek Out Development At Vertiv, we're on a mission to empower the people that will power the future. From a simple swipe to life-changing medicines, from push notifications to generative AI. We design, manufacture, and service the products and solutions that keep the world connected. With $6.9 billion in revenue, a strong customer base and global reach spanning nearly 70 countries, we are uniquely positioned to deliver greater value to our customers and create new opportunities for our people. Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to **********************. If you are interested in applying or learning more about this role, please visit the company's career page located on Vertiv.com/Careers Work Authorization No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire. #LI-PR1
$31k-39k yearly est. Auto-Apply 6d ago
Summer Analyst 2026
Rockbridge 4.1
Finance internship job in Columbus, OH
Summer Analyst The Summer Analyst will perform various financial analyses to support Rockbridge's team. In a hands-on, collaborative environment, the Summer Analyst must be a motivated self-starter and team player who enjoys contributing to an organization. Strong analytical skills, a passion for learning, and a drive for exceptional results are essential qualities. The Summer Analyst should be a problem-solver who enjoys challenges and varied responsibilities at a fast-growing and dynamic organization, with a proven track record of high achievement. Key Responsibilities: Assist in the review of potential transactions and perform financial analysis related to hotel operations, risk management, economic returns, and exit strategy for Rockbridge's investments. Understand and analyze competitive hotel markets, particularly with respect to how Rockbridge's investments may be influenced by distinct market dynamics. Work closely with the more senior Rockbridge team members to conduct due diligence and property inspections related to Rockbridge investments. Organize, analyze, and assimilate due diligence information to be presented to the Rockbridge Investment Committee; prepare investment committee packages. Support and collaborate with Rockbridge's Investment, Capital Markets, Development, Portfolio Management, and Hospitality teams. Perform various monthly reviews of P&L and balance sheet, revenue management / group booking review, and STAR reports. Review and understand various legal document provisions to ensure loan covenant compliance. Monitor and process funding requests related to capital expenditures, renovation and construction projects, and coordinate with senior lenders and third-party monitoring firms. Candidate Qualifications: Rising junior, senior, or masters candidate Entrepreneurial individual with a high level of intellectual capacity, curiosity, and integrity Ability to excel in a fast-paced collaborative environment Excellent interpersonal, organizational, and communication skills Strong analytical ability Attention to detail Flexible and adept at multi-tasking in a deadline-sensitive environment Highly motivated for success Strong computer skills, particularly Microsoft Excel, Word, and PowerPoint Good working knowledge of various financial statements Industry experience in finance, real estate, hospitality, private equity, accounting, and / or capital markets considered beneficial but not essential
$55k-83k yearly est. 60d+ ago
Staff Financial Advisor
Summit Financial Strategies 3.8
Finance internship job in Columbus, OH
Title: Staff Financial Advisor Status: Full-time salaried Reports to: Director of Operations of Client Service Team The Staff Financial Advisor has broad responsibility for client satisfaction and supports the lead advisor in the delivery of all services of the firm. The Staff Financial Advisor is a career path position; therefore, responsibility and client interaction will increase with experience. Duties and Responsibilities The Staff Financial Advisor position will focus in the following areas: Client Service Coordinate with team members to provide consistent, effective client support and service Ensure timely follow up to client requests and act as point of contact when lead advisor is unavailable Prepare financial statements and portfolio performance reports Input tax and payroll data for income tax projections Input data for cash flow and long-term retirement projections Review and summarize estate documents, insurance policies, and employee benefits Strive to increase personal and professional development Continuing education and professional designations (e.g. CFP ) Active participation in one or more professional organizations Volunteer in community, professional, and/or charitable organizations Support the long-term strategic plan and vision of the firm Adheres to firm's Core Values, Ground Rules, and Mission Statement Utilize skillset on one of our firm's committees Act as a mentor to Paraplanners and Interns Be viewed as a team player by associates Treat all associates with a high level of respect Qualifications The Staff Financial Advisor position typically requires the following qualifications: Bachelor's Degree from an accredited college or university (preferably in Financial Planning, Business, Accounting, Finance, or related field) At least 1 year experience in the Financial Services Industry CFP Professional preferred, but not required Proficiency with Microsoft Office Word, Excel, and Outlook required Experience with eMoney or another financial planning software system is preferred, but not required Experience with Orion or another portfolio management software system is preferred, but not required Experience with Salesforce or another customer relationship management system preferred, but not required Problem-solving ability, thoroughness, cautiousness, attention to detail Strong written and verbal communication skills Team player, professional, respectful in interactions with associates and clients Takes initiative to research and resolve issues Strict confidentiality of clients' information is a must Demonstrated competency in financial planning, financial analysis, and investment research and strategies Demonstrated ability to work independently, meet deadlines, and proactively address opportunities and needs Salary and Benefits Pay/benefits are competitive based on industry standards. Salary rate based on experience Bonus participation after one year with Summit Benefits include health insurance, 401(k) plan, gym membership subsidy Financial support for professional accreditation/continuing education requirements and other education/training opportunities About Summit Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $1.7 billion in client assets. While some RIA firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we're always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing, and encourage our clients and associates to suggest ways to improve our service delivery and operations-and make our firm an even better place to work. Our office is located at Easton Town Center, the premier shopping and entertainment district in central Ohio. We can help move your career from Now to Next. Summit Financial Strategies, Inc. is an Equal Opportunity Employer *****************
$76k-131k yearly est. 60d+ ago
Finance Internship (Summer 2026)
Cardinal Health 4.4
Finance internship job in Dublin, OH
Cardinal Health's Summer Internship Program is a structured 10-12 week experience designed for undergraduate students who will be entering their senior year and are eager to make an impact. As an intern, you'll work on meaningful, business-critical projects that contribute to real outcomes while gaining exposure to the healthcare industry. What you'll gain: Hands-on experience through impactful projects Exposure to Cardinal Health's business and culture Development of leadership and professional skills Networking opportunities with peers and leaders A chance to interview for full-time roles upon successful completion Who we're looking for: Undergraduate students graduating between December 2026 and June 2027 Curious, driven, and eager to learn Interested in a career in the healthcare industry Program Highlights Real-World Experience Interns collaborate with Cardinal Health professionals, business partners, customers, and vendors on impactful projects and daily responsibilities. Each intern also serves on a planning committee to enhance leadership skills and concludes the summer by presenting their work to business leaders. Professional Development Interns participate in a formal mentoring program, connect with employees across the organization, and attend workshops to strengthen business acumen. The program also provides opportunities to explore full-time career paths. Networking Opportunities Through the Executive Speaker Series and various networking events, interns engage with senior leaders and build relationships with professionals across the company. Community & Camaraderie Interns participate in social, team-building, and community service events designed to build a strong peer network and enrich the overall internship experience. Job Description Summary Location: Dublin, Ohio Start Date: May 18 or 26, 2026 Hours: Approximately 40 hours a week for a minimum of 10 weeks *Assistance with temporary housing is provided for students not local to the internship location. As a Finance Intern, you could potentially support the organization in several of the following ways: Review and analyze key account profitability and develop recommendations to improve profitability Develop, analyze, and prepare reporting capabilities to support strategic initiatives in your area of the business Profitability analysis on specific business or solution Providing financial reporting to support the business Develop a strategic pricing framework to align business strategy to pricing strategy for the region by country Participation in daily FP&A activities, supporting monthly close cycle, reporting & analysis of financials Lead budget reviews for analysis of business operations and report trends to business leaders Enhancing existing templates to improve the efficiency of pricing, deal modeling, and profit improvement related work Other duties upon request Accountabilities in this role Demonstrate strong analytical skills and attention to detail in all tasks Communicate effectively across all levels of the organization Maintain a proactive, results-oriented approach to work Prioritize tasks efficiently, recognize urgency, and consistently meet deadlines Work independently with moderate guidance, showing initiative and ownership Adapt quickly to changing priorities and evolving business needs Qualifications To be considered for the Cardinal Health Summer 2026 Internship Program, candidates should meet a combination of the following criteria: Currently pursuing a bachelor's degree in Finance, Accounting, Economics, or related field, preferred Expected graduation between December 2026 and June 2027, preferred Minimum preferred cumulative GPA of 3.0 on a 4.0 scale Intermediate proficiency of Microsoft Excel, preferred Demonstrated leadership, communication and analytical skills Participation in extracurricular activities, community organizations and/or professional associations Must have unlimited work authorization in the United States without the need for employer sponsorship, now or at any time in the future Please note, applicants may redact any age-related information. Anticipated hourly rate: $22.00 per hour Bonus eligible: No Benefits: Medical, dental and vision coverage, Paid time off plan, Access to wages before pay day with my FlexPay Application window anticipated to close: 02/28/2026 *if interested in opportunity, please submit application as soon as possible. Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law. To read and review this privacy notice click here
$22 hourly Auto-Apply 60d+ ago
Entry Level - Financial Advisor - OH, Dayton (2696)
EQH
Finance internship job in Dayton, OH
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
$50k-98k yearly est. Auto-Apply 60d+ ago
Entry Level - Financial Advisor - OH, Dayton (2696)
AXA Equitable Holdings, Inc.
Finance internship job in Dayton, OH
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
$50k-98k yearly est. 48d ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Beavercreek, OH
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$59k-105k yearly est. Auto-Apply 60d+ ago
Experienced Financial Advisor - Columbus, OH
Coastal Wealth 3.7
Finance internship job in Columbus, OH
Financial Advisor - Columbus, OH Empower Lives. Build Your Future. Thrive in Columbus, OH Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Florida as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity. At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success. What You'll Do: Partner with clients to develop personalized financial strategies and long-term plans. Offer guidance on investments, retirement, insurance, and wealth protection. Build lasting relationships and grow your client base through trust and results. What Makes Us Different: Entrepreneurial Freedom - Be in business for yourself , but never by yourself . Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice. Custom Solutions - Offer a full suite of financial products tailored to individual client needs. Compensation & Benefits: Commission-Based Role - Unlimited earning potential based on your effort and success. Performance-Based Rewards - Your income reflects the value you bring. Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans. Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies). Ongoing Development - Coaching, mentorship, and advancement opportunities. Schedule: Full-Time | Monday-Friday This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially. Responsibilities Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analyses Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications 215 License Needed Series Mass Mutual Company Series 7,6 and SIE preferred Must be in Columbus, OH Sales Experience Needed Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analysis Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Upside Earning Potential Compensation $75,000 - $100,000+ About Coastal Wealth At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future. Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life. What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.
$75k-100k yearly 25d ago
Lead Financial Advisor - Columbus, OH
Antolino and Associates
Finance internship job in Columbus, OH
Lead Financial Advisor You will be responsible for delivering value to existing and new clients from understanding each clients unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and cash flow planning. We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our client relationships typically have an advisor and a financial planner assigned to them. You will be the lead advisor of client relationships that the firm hands off and new relationships that are cultivated by you. You may also team up with other senior advisors as needed to service ultra-high net worth Advanced clients who require more than 1 advisor. If you have an entrepreneurial spirit, the advisor role has a high growth potential over time. This position is based in Columbus, OH. We have multiple offices and are looking to grow. Is this position right for you? Do you like solving puzzles; thinking creatively math working in a team environment communicating while thinking on your feet self-improvement: getting better everyday Are you a naturally curious person? Are you a competitive person? Do you enjoy deep personal relationships / care about others? Essential Duties and Responsibilities Current Client Relationships Address current client needs, proactively uncover ways to deliver greater value to clients and empower their confidence to make financial decisions. Develop and communicate financial plans and recommendations to clients Supporting senior advisors with Advanced level clients. Possess the analytical capacity to determine and recommend solutions in all financial planning areas in preparation for client reviews, including retirement needs, cash flow planning, investment strategies, estate/transfer solutions, tax strategies, insurance planning etc. Develop and maintain great relationships with our clients New Client Relationships The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service. You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals. The main way you will generate new relationships is by serving our clients, creating Raving Fans and asking for introductions. Education You will be expected to pursue Financial Education or continuing education for CFP and other applicable designations. We financially support work-related education expenses. Team Member Work with other team members to evaluate and/or /lead new firm-wide strategic initiatives. Actively participate in industry/community organizations. Promote our culture of optimism and happiness for both employees and clients. Education, Experience and Technical Qualifications Bachelors degree minimum 5-7+ years professional experience Problem-solving skills Highly analytical and proficient in Microsoft Excel, Word and Outlook Track record of establishing and maintaining successful interpersonal relationships CFP or desire to obtain within 18 months About Antolino & Associates We have an A-Player culture at Antolino & Associates. We are looking for a team player who is a self-starter someone that is a problem solver not an order taker. You should be curious to learn. Our business has been around for 60+ years yet we have the mentality and energy of a start-up. Joining our team will allow you to have an immediate impact, including proposing new ideas you may have for improving our business. We have a hybrid work environment based on tenure and role. We care deeply about our client relationships and our employees. We are a team of high achievers who believe in getting better every day. We like to live by 4 simple rules: 1. Show up on time 2. Do what you say youre going to do 3. Finish what you start 4. Say please and thank you. Core Values Champions Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem Puzzle Solvers Happy, Healthy, Team Application Process If it sounds like you might fit in with our culture, we look forward to hearing from you! Apply direction on our careers page: *********************************
$52k-99k yearly est. 22d ago

Learn more about finance internship jobs

How much does a finance internship earn in Springfield, OH?

The average finance internship in Springfield, OH earns between $23,000 and $45,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Springfield, OH

$32,000

$23,00010%

$32,000Median

$45,00090%

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Entry Level - Financial Advisor - OH, Dayton (2696)

Entry Level - Financial Advisor - OH, Dayton (2696)

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Experienced Financial Advisor - Columbus, OH

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Learn more about finance internship jobs

How much does a finance internship earn in Springfield, OH?